Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

EQUIFAX INC · COM · quarter ended 2026-03-31 · 11 members disclosed EFX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 710 holders are listed, largest first: 710
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $19.0B
holders whose share count rose or who opened the position (new + add), by shares: 365
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 141

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of EFX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.7B	9,461,948	−490,057	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	7,825,105	—	NO PRIOR
3	HARRIS ASSOCIATES L P	$1.4B	7,529,116	−28,011	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$949M	5,271,004	—	NO PRIOR
5	STATE STREET CORP	$905M	5,023,592	−32,849	TRIM
6	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$856M	4,699,910	+355,379	ADD
7	Soroban Capital Partners LP	$754M	4,184,569	+3,165,120	ADD
8	MORGAN STANLEY	$723M	4,016,415	−231,946	TRIM
9	Capital International Investors	$662M	3,676,942	−2,761,926	TRIM
10	BROWN ADVISORY INC	$657M	3,648,819	+838,940	ADD
11	GEODE CAPITAL MANAGEMENT, LLC	$574M	3,197,791	+32,769	ADD
12	BANK OF AMERICA CORP /DE/	$379M	2,107,458	+563,880	ADD
13	Invesco Ltd.	$328M	1,820,736	+211,330	ADD
14	CANTILLON CAPITAL MANAGEMENT LLC	$323M	1,791,379	+67,381	ADD
15	GENERATION INVESTMENT MANAGEMENT LLP	$320M	1,775,609	+203,935	ADD
16	AQR CAPITAL MANAGEMENT LLC	$315M	1,763,907	+1,427,871	ADD
17	Darsana Capital Partners LP	$270M	1,500,000	+500,000	ADD
18	FMR LLC	$269M	1,494,787	+1,258,790	ADD
19	LAZARD ASSET MANAGEMENT LLC	$223M	1,236,747	+533	ADD
20	DIMENSIONAL FUND ADVISORS LP	$198M	1,101,940	+187,601	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$197M	1,093,161	+20,088	ADD
22	Mitsubishi UFJ Asset Management Co., Ltd.	$195M	1,081,375	−272,434	TRIM
23	NORTHERN TRUST CORP	$195M	1,080,763	−27,311	TRIM
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$165M	915,524	+14,655	ADD
25	JENSEN INVESTMENT MANAGEMENT INC	$141M	783,100	−41,339	TRIM
26	BRANDES INVESTMENT PARTNERS, LP	$135M	747,201	+747,201	NEW
27	Legal & General Group Plc	$134M	742,807	+2,702	ADD
28	Pictet Asset Management Holding SA	$134M	741,685	+91,294	ADD
29	UBS Group AG	$128M	713,043	+325,923	ADD
30	VANGUARD FIDUCIARY TRUST CO	$123M	680,551	—	NO PRIOR
31	Bank of New York Mellon Corp	$122M	678,716	−8,991	TRIM
32	Amundi	$119M	663,565	+231,237	ADD
33	WELLS FARGO & COMPANY/MN	$116M	645,444	+29,108	ADD
34	Capital World Investors	$113M	628,105	+628,105	NEW
35	CITIGROUP INC	$99.7M	553,397	+290,164	ADD
36	Theleme Partners LLP	$97.4M	541,088	+35,000	ADD
37	DEUTSCHE BANK AG\	$90.8M	504,237	+63,483	ADD
38	JANE STREET GROUP, LLC	$83.6M	464,316	+461,584	ADD
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$77.6M	430,867	+428,714	ADD
40	ENVESTNET ASSET MANAGEMENT INC	$72.0M	400,003	+72,589	ADD
41	Findlay Park Partners LLP	$71.1M	394,660	−45,960	TRIM
42	CANADA PENSION PLAN INVESTMENT BOARD	$70.9M	393,938	+257,195	ADD
43	SEI INVESTMENTS CO	$68.0M	377,600	+124,320	ADD
44	WORLDQUANT MILLENNIUM ADVISORS LLC	$66.3M	367,993	+323,994	ADD
45	Carmignac Gestion	$65.6M	364,605	−385,410	TRIM
46	Swiss National Bank	$64.7M	359,160	+19,920	ADD
47	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$64.6M	358,606	+358,606	NEW
48	RAYMOND JAMES FINANCIAL INC	$62.2M	345,494	−4,281	TRIM
49	BARCLAYS PLC	$61.7M	342,473	+92,620	ADD
50	HARDING LOEVNER LP	$58.5M	325,008	+3,665	ADD
51	Nuveen, LLC	$57.4M	318,653	+29,154	ADD
52	MILLENNIUM MANAGEMENT LLC	$56.4M	313,167	+268,460	ADD
53	ROYAL BANK OF CANADA	$49.1M	272,649	−47,050	TRIM
54	HSBC HOLDINGS PLC	$48.9M	272,085	−281,003	TRIM
55	Sumitomo Mitsui Trust Group, Inc.	$47.5M	263,809	−14,055	TRIM
56	Vanguard Global Advisers, LLC	$47.5M	263,663	—	NO PRIOR
57	C Partners Holding GmbH	$46.7M	259,534	0	NO CHANGE
58	Trexquant Investment LP	$44.7M	248,019	+80,347	ADD
59	Boston Partners	$43.7M	242,771	+46,336	ADD
60	GFI Investment Counsel Ltd.	$41.7M	231,801	−18,661	TRIM
61	Fisher Funds Management LTD	$40.8M	226,651	+98,497	ADD
62	MACKENZIE FINANCIAL CORP	$39.6M	220,151	+13,778	ADD
63	NEW YORK STATE COMMON RETIREMENT FUND	$38.2M	211,918	+140,719	ADD
64	VANGUARD ASSET MANAGEMENT, Ltd	$37.6M	208,692	—	NO PRIOR
65	Man Group plc	$37.0M	205,278	−3,011	TRIM
66	National Pension Service	$35.0M	194,416	+194,416	NEW
67	WEITZ INVESTMENT MANAGEMENT, INC.	$33.8M	187,605	−27,275	TRIM
68	FEDERATED HERMES, INC.	$33.7M	187,257	+7,223	ADD
69	CITADEL ADVISORS LLC	$31.5M	175,055	+18,295	ADD
70	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$30.6M	170,000	+170,000	NEW
71	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$28.8M	160,205	−56,857	TRIM
72	Meritage Group LP	$27.8M	154,308	−11,180	TRIM
73	Investment Management Corp of Ontario	$27.7M	153,740	−1,889	TRIM
74	TD ASSET MANAGEMENT INC	$27.5M	152,612	+30,413	ADD
75	CDAM (UK) Ltd	$26.7M	148,470	+148,470	NEW
76	ALLIANCEBERNSTEIN L.P.	$26.3M	120,981	−12,597	TRIM
77	Assenagon Asset Management S.A.	$25.7M	142,793	+41,454	ADD
78	Trinity Street Asset Management LLP	$25.5M	141,803	+33,397	ADD
79	Ensign Peak Advisors, Inc	$25.5M	141,647	+70,618	ADD
80	PRINCIPAL FINANCIAL GROUP INC	$24.5M	136,107	+182	ADD
81	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$23.4M	129,974	+117,287	ADD
82	Dundas Partners LLP	$22.9M	126,939	−1,108	TRIM
83	Capital International, Inc./CA/	$22.8M	126,783	+62,148	ADD
84	NORTH STAR ASSET MANAGEMENT INC	$21.8M	121,298	+2,117	ADD
85	Baird Financial Group, Inc.	$20.3M	112,591	+112,591	NEW
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$20.1M	111,896	−2,382	TRIM
87	Danica Pension, Livsforsikringsaktieselskab	$19.4M	107,942	+107,942	NEW
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$19.3M	107,400	−3,100	TRIM
89	IEQ CAPITAL, LLC	$19.1M	105,833	+102,781	ADD
90	LPL Financial LLC	$18.2M	100,938	+5,638	ADD
91	BLI - Banque de Luxembourg Investments	$17.9M	82,540	+82,540	NEW
92	Asset Management One Co., Ltd.	$17.5M	97,397	−5,910	TRIM
93	D. E. Shaw & Co., Inc.	$17.4M	96,685	+96,685	NEW
94	Aberdeen Group plc	$17.4M	96,353	+3,466	ADD
95	BNP Paribas Asset Management Holding S.A.	$16.8M	93,172	+10,847	ADD
96	Employees Provident Fund Board	$16.7M	92,540	+40	ADD
97	AVIVA PLC	$16.1M	89,550	+2,530	ADD
98	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$15.6M	86,852	+2	ADD
99	Quantinno Capital Management LP	$15.5M	86,147	−72,065	TRIM
100	CIBC Bancorp USA Inc.	$15.4M	85,756	—	NO PRIOR
101	Freestone Grove Partners LP	$15.4M	85,640	+85,640	NEW
102	Mariner, LLC	$14.8M	82,167	+57,982	ADD
103	Taikang Asset Management (Hong Kong) Co Ltd	$13.9M	77,197	+29,400	ADD
104	STIFEL FINANCIAL CORP	$13.5M	75,234	+17	ADD
105	MARKEL GROUP INC.	$13.1M	72,850	0	NO CHANGE
106	RBO & CO LLC	$12.8M	71,004	−1,625	TRIM
107	Allianz Asset Management GmbH	$12.7M	70,369	+42,200	ADD
108	FRONTIER CAPITAL MANAGEMENT CO LLC	$12.6M	70,230	+15,191	ADD
109	Madison Asset Management, LLC	$12.6M	70,191	+37,431	ADD
110	BANK OF MONTREAL /CAN/	$12.5M	69,259	−11,746	TRIM
111	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.4M	68,328	−21,382	TRIM
112	Korea Investment CORP	$12.2M	67,855	+46,774	ADD
113	BLAIR WILLIAM & CO/IL	$12.1M	67,064	−10,194	TRIM
114	STATE OF WISCONSIN INVESTMENT BOARD	$11.8M	65,627	+52	ADD
115	Creative Planning	$11.6M	64,568	+26,408	ADD
116	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.3M	62,991	−6,400	TRIM
117	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.0M	61,157	+45,418	ADD
118	OLD NATIONAL BANCORP /IN/	$11.0M	60,935	−59	TRIM
119	Vident Advisory, LLC	$10.9M	60,653	+3,205	ADD
120	Vanguard Investments Australia, Ltd.	$10.9M	60,637	—	NO PRIOR
121	APG Asset Management N.V.	$10.9M	69,612	−9,469	TRIM
122	Chevy Chase Trust Holdings, LLC	$10.7M	59,414	−2,863	TRIM
123	PRUDENTIAL FINANCIAL INC	$10.5M	58,198	−3,001	TRIM
124	Swedbank AB	$10.0M	55,799	+136	ADD
125	Federation des caisses Desjardins du Quebec	$10.0M	55,614	+9,450	ADD
126	TWO SIGMA INVESTMENTS, LP	$9.8M	54,530	−249,771	TRIM
127	Gotham Asset Management, LLC	$9.8M	54,187	+48,280	ADD
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$9.7M	54,111	+54,111	NEW
129	XTX Topco Ltd	$9.6M	53,487	+45,465	ADD
130	OPPENHEIMER ASSET MANAGEMENT INC.	$9.6M	53,393	+19,337	ADD
131	CWM, LLC	$9.6M	53,379	+48,764	ADD
132	ROYAL LONDON ASSET MANAGEMENT LTD	$9.6M	53,182	−7,714	TRIM
133	AMERIPRISE FINANCIAL INC	$9.4M	52,057	−1,881	TRIM
134	NATIONAL BANK OF CANADA /FI/	$9.2M	51,300	−26,143	TRIM
135	TRUIST FINANCIAL CORP	$9.2M	50,955	+135	ADD
136	SIGNATUREFD, LLC	$9.1M	50,420	+2,259	ADD
137	MONTAG A & ASSOCIATES INC	$8.9M	49,589	0	NO CHANGE
138	Cerity Partners LLC	$8.8M	49,115	+33,247	ADD
139	Mitsubishi UFJ Trust & Banking Corp	$8.8M	48,850	−2,076	TRIM
140	CIBC Asset Management Inc	$8.7M	48,452	−31,806	TRIM
141	Tredje AP-fonden	$8.6M	47,764	+35,144	ADD
142	Squarepoint Ops LLC	$8.5M	47,424	−108,879	TRIM
143	KLP KAPITALFORVALTNING AS	$8.2M	45,755	0	NO CHANGE
144	DANSKE BANK A/S	$8.1M	44,822	−2,060	TRIM
145	MONETA GROUP INVESTMENT ADVISORS LLC	$8.0M	44,535	−1,118	TRIM
146	SAWGRASS ASSET MANAGEMENT LLC	$7.9M	44,119	+44,119	NEW
147	VICTORY CAPITAL MANAGEMENT INC	$7.9M	43,789	+900	ADD
148	MEEDER ASSET MANAGEMENT INC	$7.9M	43,764	+3,937	ADD
149	NOMURA ASSET MANAGEMENT CO LTD	$7.8M	43,119	+2,440	ADD
150	Lansforsakringar Fondforvaltning AB (publ)	$7.6M	42,386	−52	TRIM
151	State of New Jersey Common Pension Fund D	$7.6M	42,048	0	NO CHANGE
152	Y-Intercept (Hong Kong) Ltd	$7.0M	39,037	+39,037	NEW
153	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.0M	38,964	+14,860	ADD
154	MILFORD FUNDS LTD	$6.8M	37,867	−78,904	TRIM
155	Capital International Sarl	$6.7M	37,216	−14,701	TRIM
156	Resona Asset Management Co.,Ltd.	$6.7M	37,072	+1	ADD
157	TORONTO DOMINION BANK	$6.5M	35,855	−10,712	TRIM
158	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.4M	37,741	+11,972	ADD
159	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$6.4M	35,512	−1,210	TRIM
160	STOREBRAND ASSET MANAGEMENT AS	$6.2M	34,560	—	NO PRIOR
161	NATIXIS	$6.2M	34,530	−23,770	TRIM
162	TOTH FINANCIAL ADVISORY CORP	$6.1M	33,646	−270	TRIM
163	Tidal Investments LLC	$6.1M	33,919	+22,819	ADD
164	Arizona State Retirement System	$6.0M	33,270	−710	TRIM
165	Blue Zone Wealth Advisors, LLC	$6.0M	33,113	+369	ADD
166	Czech National Bank	$5.9M	32,790	+516	ADD
167	Mediolanum International Funds Ltd	$5.8M	32,702	−148,660	TRIM
168	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.7M	31,478	−600	TRIM
169	ZWJ INVESTMENT COUNSEL INC	$5.6M	31,293	+1,201	ADD
170	Berkeley, Inc	$5.6M	30,963	−702	TRIM
171	DnB Asset Management AS	$5.4M	29,816	+2,159	ADD
172	FIFTH THIRD BANCORP	$5.3M	29,678	+22,177	ADD
173	MERCER GLOBAL ADVISORS INC /ADV	$5.3M	29,210	+20,302	ADD
174	MetLife Investment Management, LLC	$5.2M	29,114	−1,239	TRIM
175	Robeco Institutional Asset Management B.V.	$5.1M	28,575	−4,633	TRIM
176	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.1M	28,110	+23,272	ADD
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.1M	28,046	−424	TRIM
178	Cetera Investment Advisers	$5.0M	28,013	+3,901	ADD
179	Detalus Advisors, LLC	$5.0M	27,983	0	NO CHANGE
180	THREADGILL FINANCIAL, LLC	$5.0M	27,844	−1,085	TRIM
181	Daiwa Securities Group Inc.	$5.0M	27,625	+650	ADD
182	Retirement Systems of Alabama	$4.6M	25,568	−469	TRIM
183	IFM Investors Pty Ltd	$4.5M	25,250	+1,391	ADD
184	KORNITZER CAPITAL MANAGEMENT INC /KS	$4.5M	25,065	+1,900	ADD
185	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.4M	24,445	−37,543	TRIM
186	VOYA INVESTMENT MANAGEMENT LLC	$4.4M	24,401	−309	TRIM
187	CAPITAL INTERNATIONAL LTD /CA/	$4.3M	24,096	−5,086	TRIM
188	Mirae Asset Global Investments Co., Ltd.	$4.3M	24,069	+3,013	ADD
189	SEB Asset Management AB	$4.3M	23,963	—	NO PRIOR
190	Sendero Wealth Management, LLC	$4.3M	23,691	−38	TRIM
191	Woodline Partners LP	$4.3M	23,661	+2,753	ADD
192	XPONANCE LLC	$4.2M	23,488	+2,630	ADD
193	Biltmore Family Office, LLC	$4.2M	23,482	+56	ADD
194	Jain Global LLC	$4.2M	23,442	+23,442	NEW
195	NISA INVESTMENT ADVISORS, LLC	$4.2M	23,402	−1,024	TRIM
196	Corient Private Wealth LLC	$4.2M	22,935	−120,627	TRIM
197	Fairbanks Capital Management, Inc.	$4.2M	23,115	+4,515	ADD
198	Knuff & Co LLC	$4.1M	23,000	−500	TRIM
199	WELLINGTON MANAGEMENT GROUP LLP	$4.0M	22,390	−1,637	TRIM
200	ICICI Prudential Asset Management Co Ltd	$4.0M	22,365	+8,000	ADD
201	Sanctuary Advisors, LLC	$4.0M	22,355	+2,758	ADD
202	USS Investment Management Ltd	$3.9M	21,692	+880	ADD
203	HB Wealth Management, LLC	$3.8M	21,322	+2,442	ADD
204	VELA Investment Management, LLC	$3.7M	20,635	+20,635	NEW
205	ASSETMARK, INC	$3.6M	20,235	+901	ADD
206	Orion Porfolio Solutions, LLC	$3.6M	20,071	+2,741	ADD
207	LETSON INVESTMENT MANAGEMENT, INC.	$3.6M	20,063	0	NO CHANGE
208	Utah Retirement Systems	$3.6M	19,828	−435	TRIM
209	Wealth Science Advisors LLC	$3.6M	16,400	0	NO CHANGE
210	FORA Capital, LLC	$3.6M	19,740	+19,740	NEW
211	THOMPSON INVESTMENT MANAGEMENT, INC.	$3.5M	19,483	+3,100	ADD
212	Focus Partners Wealth	$3.5M	19,452	+5,720	ADD
213	Vestmark Advisory Solutions, Inc.	$3.4M	19,038	−349	TRIM
214	HighTower Advisors, LLC	$3.4M	18,828	−27,390	TRIM
215	Pathstone Holdings, LLC	$3.3M	18,430	+2,556	ADD
216	EQUITABLE TRUST CO	$3.3M	18,399	−24,931	TRIM
217	Atria Investments, Inc	$3.3M	18,266	+2,941	ADD
218	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.2M	18,022	+9,938	ADD
219	&PARTNERS	$3.2M	17,852	+1,112	ADD
220	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.2M	17,879	+92	ADD
221	Rakuten Investment Management, Inc.	$3.2M	18,111	+1,815	ADD
222	COMMERCE BANK	$3.2M	17,720	−130	TRIM
223	Brookstone Capital Management	$3.2M	17,614	+1,677	ADD
224	NEOS Investment Management LLC	$3.2M	17,572	+1,616	ADD
225	ProShare Advisors LLC	$3.2M	17,563	−5,136	TRIM
226	AMERICAN CENTURY COMPANIES INC	$3.2M	17,551	−266,352	TRIM
227	Walleye Capital LLC	$3.1M	17,339	+17,094	ADD
228	BANK OF NOVA SCOTIA	$3.0M	16,913	−2,674	TRIM
229	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.0M	16,871	−5,060	TRIM
230	FRANKLIN RESOURCES INC	$3.0M	16,672	+662	ADD
231	Sentry LLC	$3.0M	16,639	−676	TRIM
232	LGT Group Foundation	$3.0M	16,551	−78,059	TRIM
233	NewEdge Wealth, LLC	$3.0M	16,500	−2,669	TRIM
234	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.9M	16,039	−3	TRIM
235	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.8M	15,818	+57	ADD
236	Havemeyer Place LP	$2.8M	15,643	+975	ADD
237	ING GROEP NV	$2.8M	15,528	+2,510	ADD
238	Blueshift Asset Management, LLC	$2.7M	15,101	+8,235	ADD
239	Swiss Life Asset Management Ltd	$2.6M	14,643	+1,912	ADD
240	Janus Henderson Group Ltd.	$2.6M	14,340	−732	TRIM
241	UniSuper Management Pty Ltd	$2.6M	14,241	+111	ADD
242	Voleon Capital Management LP	$2.6M	14,199	+14,199	NEW
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.5M	13,748	−300	TRIM
244	GLENMEDE TRUST CO NA	$2.5M	13,647	+102	ADD
245	Hillman Capital Management, Inc.	$2.4M	13,556	+2,477	ADD
246	EVOKE WEALTH, LLC	$2.4M	13,501	+1,564	ADD
247	MML INVESTORS SERVICES, LLC	$2.4M	13,420	−9,633	TRIM
248	Vanguard Personalized Indexing Management, LLC	$2.4M	13,403	+81	ADD
249	US BANCORP \DE\	$2.4M	13,180	+1,566	ADD
250	CRAWFORD INVESTMENT COUNSEL INC	$2.4M	13,157	0	NO CHANGE
251	BRADLEY FOSTER & SARGENT INC/CT	$2.4M	13,143	+10,519	ADD
252	OP Asset Management Ltd	$2.4M	13,062	—	NO PRIOR
253	Avanza Fonder AB	$2.3M	12,998	0	NO CHANGE
254	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.3M	12,921	−2,550	TRIM
255	OSAIC HOLDINGS, INC.	$2.3M	12,820	+2,986	ADD
256	YOUSIF CAPITAL MANAGEMENT, LLC	$2.3M	12,810	−537	TRIM
257	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.3M	12,809	−337	TRIM
258	NORDEA INVESTMENT MANAGEMENT AB	$2.3M	12,816	+724	ADD
259	Edgestream Partners, L.P.	$2.2M	12,445	+7,044	ADD
260	Harbor Advisors LLC	$2.2M	12,000	0	NO CHANGE
261	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$2.1M	11,858	+11,858	NEW
262	Empowered Funds, LLC	$2.1M	11,819	+11,819	NEW
263	Altrafin AG	$2.1M	11,785	−4,163	TRIM
264	Morningstar Investment Management LLC	$2.1M	11,641	+1,280	ADD
265	RIVERBRIDGE PARTNERS LLC	$2.1M	11,617	+145	ADD
266	Lindsell Train Ltd	$2.1M	11,500	+500	ADD
267	SummitTX Capital, L.P.	$2.1M	11,469	+11,469	NEW
268	COMMONWEALTH EQUITY SERVICES, LLC	$2.0M	11,221	+293	ADD
269	ALLIANZ SE	$2.0M	10,960	0	NO CHANGE
270	Strengthening Families & Communities, LLC	$1.9M	10,586	+10,586	NEW
271	Bleakley Financial Group, LLC	$1.8M	10,019	+10,019	NEW
272	RBF Capital, LLC	$1.8M	10,000	−10,000	TRIM
273	Merit Financial Group, LLC	$1.8M	9,886	+8,206	ADD
274	Allworth Financial LP	$1.7M	9,550	+2,002	ADD
275	CREDIT AGRICOLE S A	$1.7M	9,421	−32,057	TRIM
276	Knollwood Investment Advisory, LLC	$1.7M	9,201	0	NO CHANGE
277	Lido Advisors, LLC	$1.6M	9,039	+726	ADD
278	BURNEY CO/	$1.6M	8,920	−361	TRIM
279	Orion Investment Co	$1.6M	8,887	0	NO CHANGE
280	Texas Capital Bank Wealth Management Services Inc	$1.6M	8,809	+103	ADD
281	Norinchukin Bank, The	$1.6M	8,693	−161	TRIM
282	Cornerstone Wealth Management, LLC	$1.5M	8,605	−20	TRIM
283	Candriam S.C.A.	$1.5M	8,554	+53	ADD
284	CIBC WORLD MARKET INC.	$1.5M	8,454	+1,762	ADD
285	REGIONS FINANCIAL CORP	$1.5M	8,260	−988	TRIM
286	FIRST TRUST ADVISORS LP	$1.5M	8,166	−9,815	TRIM
287	Legacy Advisors, LLC	$1.4M	8,041	+110	ADD
288	Rafferty Asset Management, LLC	$1.4M	7,841	−3,062	TRIM
289	Rockefeller Capital Management L.P.	$1.4M	7,829	−624	TRIM
290	Wealthfront Advisers LLC	$1.4M	7,824	−853	TRIM
291	MACQUARIE GROUP LTD	$1.4M	7,712	−10,986	TRIM
292	Douglass Winthrop Advisors, LLC	$1.4M	7,650	−60	TRIM
293	Inspire Investing, LLC	$1.3M	7,386	+5,892	ADD
294	Penobscot Investment Management Company, Inc.	$1.3M	7,350	0	NO CHANGE
295	MIZUHO SECURITIES USA LLC	$1.3M	7,279	−1,633	TRIM
296	Pettee Investors, Inc.	$1.3M	7,511	+359	ADD
297	AG2R LA MONDIALE GESTION D'ACTIFS	$1.3M	7,230	+455	ADD
298	STANCE CAPITAL LLC	$1.3M	7,122	+789	ADD
299	1832 Asset Management L.P.	$1.3M	7,025	−216	TRIM
300	Beacon Pointe Advisors, LLC	$1.3M	6,990	+4,776	ADD
301	HARTFORD INVESTMENT MANAGEMENT CO	$1.2M	6,846	−227	TRIM
302	CAXTON ASSOCIATES LLP	$1.2M	6,846	+6,846	NEW
303	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	6,617	−723	TRIM
304	Independent Advisor Alliance	$1.2M	6,485	−784	TRIM
305	M&T BANK CORP	$1.2M	6,414	−1,864	TRIM
306	Eurizon Capital SGR S.p.A.	$1.1M	6,321	−252	TRIM
307	BUILDER INVESTMENT GROUP INC /ADV	$1.1M	6,153	0	NO CHANGE
308	Maryland State Retirement & Pension System	$1.1M	6,017	0	NO CHANGE
309	Coronation Fund Managers Ltd.	$1.1M	5,971	+5,971	NEW
310	Focus Partners Advisor Solutions, LLC	$1.1M	5,942	+5,942	NEW
311	LGT Fund Management Co Ltd.	$1.1M	5,900	−12,039	TRIM
312	Long Road Investment Counsel, LLC	$1.1M	5,885	+1,746	ADD
313	Connor, Clark & Lunn Investment Management Ltd.	$1.1M	5,874	−23,194	TRIM
314	FIDUCIARY TRUST CO	$1.1M	5,867	+107	ADD
315	INCEPTIONR LLC	$1.1M	5,850	+3,710	ADD
316	Capital Investment Advisors, LLC	$1.0M	5,827	+1,241	ADD
317	OMERS ADMINISTRATION Corp	$1.0M	5,802	+1,385	ADD
318	INTECH INVESTMENT MANAGEMENT LLC	$1.0M	5,681	+4,288	ADD
319	Summit Trail Advisors, LLC	$1.0M	5,668	−1,617	TRIM
320	YCG, LLC	$1.0M	5,634	−366	TRIM
321	Allspring Global Investments Holdings, LLC	$1.0M	5,609	+52	ADD
322	Sound View Wealth Advisors Group, LLC	$1.0M	5,574	−160	TRIM
323	Osmosis Investment Management UK Ltd	$1.0M	5,568	+5,568	NEW
324	Jefferies Financial Group Inc.	$999K	5,547	+1,455	ADD
325	MCCARTER PRIVATE WEALTH SERVICES LLC	$990K	5,500	−300	TRIM
326	DROMS STRAUSS ADVISORS INC /MO/ /ADV	$979K	5,435	+100	ADD
327	UNIVEST FINANCIAL Corp	$945K	5,250	0	NO CHANGE
328	Waverly Advisors, LLC	$929K	5,157	+1,656	ADD
329	Oakum Bay Capital LLC	$925K	5,139	−7,750	TRIM
330	Pinnacle Financial Partners, Inc.	$909K	5,045	−28	TRIM
331	MUFG Securities EMEA plc	$889K	4,936	−82	TRIM
332	Kestra Advisory Services, LLC	$887K	4,927	−1,746	TRIM
333	SCHRODER INVESTMENT MANAGEMENT GROUP	$880K	4,961	−1,771	TRIM
334	Metis Global Partners, LLC	$880K	4,886	−524	TRIM
335	1900 WEALTH MANAGEMENT LLC	$863K	4,791	+380	ADD
336	SHP Wealth Management	$860K	4,774	+9	ADD
337	Ethic Inc.	$857K	4,758	−340	TRIM
338	ASR Vermogensbeheer N.V.	$851K	4,727	+145	ADD
339	OCCUDO QUANTITATIVE STRATEGIES LP	$846K	4,861	+4,861	NEW
340	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$842K	4,686	−834	TRIM
341	Premier Path Wealth Partners, LLC	$832K	4,621	−662	TRIM
342	MAI Capital Management	$825K	4,583	+1,517	ADD
343	TOKIO MARINE ASSET MANAGEMENT CO LTD	$821K	4,558	0	NO CHANGE
344	Accretive Wealth Partners, LLC	$820K	4,553	+52	ADD
345	Saudi Central Bank	$814K	4,518	+4,518	NEW
346	HOWLAND CAPITAL MANAGEMENT LLC	$805K	4,470	−250	TRIM
347	POWER WEALTH MANAGEMENT LLC	$805K	4,469	0	NO CHANGE
348	Capital Group Investment Management Pte. Ltd.	$804K	4,465	−1,255	TRIM
349	Apollon Wealth Management, LLC	$797K	4,425	+2,293	ADD
350	Capula Management Ltd	$782K	4,345	+4,345	NEW
351	CULLINAN ASSOCIATES INC	$765K	4,250	0	NO CHANGE
352	Sequoia Financial Advisors, LLC	$765K	4,246	+175	ADD
353	CANANDAIGUA NATIONAL CORP	$763K	4,236	—	NO PRIOR
354	Numerai GP LLC	$758K	4,212	+4,212	NEW
355	Empirical Finance, LLC	$752K	4,174	−7	TRIM
356	NOMURA HOLDINGS INC	$745K	4,138	+2,091	ADD
357	Chicago Partners Investment Group LLC	$743K	4,161	+1,374	ADD
358	Clarkston Capital Partners, LLC	$740K	4,109	+4,109	NEW
359	Sagewood Asset Management LP	$733K	4,070	−98	TRIM
360	Brevan Howard Capital Management LP	$733K	4,068	−6,202	TRIM
361	AE Wealth Management LLC	$730K	4,053	+628	ADD
362	NWAM LLC	$727K	4,036	−20	TRIM
363	R Squared Ltd	$722K	4,011	+2,199	ADD
364	Novak & Powell Financial Services, Inc.	$714K	3,963	+10	ADD
365	MITCHELL & PAHL PRIVATE WEALTH, LLC	$708K	3,933	+301	ADD
366	QUADRANT CAPITAL GROUP LLC	$707K	3,925	+1,432	ADD
367	Dai-ichi Life Insurance Company, Ltd	$700K	3,886	0	NO CHANGE
368	E. Ohman J:or Asset Management AB	$694K	3,853	0	NO CHANGE
369	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$694K	3,852	−58	TRIM
370	Crossmark Global Holdings, Inc.	$693K	3,847	—	NO PRIOR
371	GW HENSSLER & ASSOCIATES LTD	$683K	3,794	−3,531	TRIM
372	KEYBANK NATIONAL ASSOCIATION/OH	$683K	3,793	+847	ADD
373	Inspire Advisors, LLC	$661K	3,673	+1,147	ADD
374	GUYASUTA INVESTMENT ADVISORS INC	$648K	3,600	0	NO CHANGE
375	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$647K	3,594	+3,594	NEW
376	Callan Family Office, LLC	$643K	3,570	+276	ADD
377	Sterling Capital Management LLC	$639K	3,551	−2,579	TRIM
378	North Dakota State Investment Board	$635K	3,526	−720	TRIM
379	Kepler Cheuvreux (Suisse) SA	$633K	3,516	+3,516	NEW
380	Silvant Capital Management LLC	$629K	3,491	−31	TRIM
381	WBI INVESTMENTS, LLC	$614K	3,411	+3,411	NEW
382	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$612K	3,397	−61	TRIM
383	ClearAlpha Technologies LP	$610K	3,388	+100	ADD
384	MUFG SECURITIES AMERICAS INC.	$600K	3,332	+35	ADD
385	Malaga Cove Capital, LLC	$600K	3,332	−391	TRIM
386	Fiduciary Group, LLC	$595K	3,303	−27	TRIM
387	Brooklyn Investment Group	$594K	3,302	+2,301	ADD
388	SECURIAN ASSET MANAGEMENT, INC	$581K	3,228	−100	TRIM
389	EP Wealth Advisors, LLC	$573K	3,185	+141	ADD
390	1834 INVESTMENT ADVISORS CO	$569K	3,162	−529	TRIM
391	Essex Financial Services, Inc.	$564K	3,130	+886	ADD
392	Cresset Asset Management, LLC	$561K	3,113	−384	TRIM
393	EVOLVE PRIVATE WEALTH, LLC	$557K	3,092	+2,030	ADD
394	ELEVATION POINT WEALTH PARTNERS, LLC	$554K	3,076	+917	ADD
395	Gibbs Wealth Management	$554K	3,074	+531	ADD
396	New England Capital Financial Advisors LLC	$546K	3,034	0	NO CHANGE
397	Norman Fields, Gottscho Capital Management, LLC	$540K	3,000	−600	TRIM
398	Riverwater Partners LLC	$529K	2,935	+1,554	ADD
399	B. Metzler seel. Sohn & Co. AG	$525K	2,916	−37,594	TRIM
400	Carnegie Investment Counsel	$522K	2,901	+148	ADD
401	Aberdeen Wealth Management LLC	$522K	2,900	0	NO CHANGE
402	OpenArc Corporate Advisory, LLC	$520K	2,890	+1,605	ADD
403	Clearstead Advisors, LLC	$520K	2,890	+498	ADD
404	Concurrent Investment Advisors, LLC	$509K	2,824	+16	ADD
405	Envestnet Portfolio Solutions, Inc.	$508K	2,821	−4,021	TRIM
406	Vontobel Holding Ltd.	$506K	2,811	+225	ADD
407	Parcion Private Wealth LLC	$495K	2,749	+2,749	NEW
408	BAMCO INC /NY/	$487K	2,704	−161	TRIM
409	DAVENPORT & Co LLC	$486K	2,696	+506	ADD
410	HIGHLAND CAPITAL MANAGEMENT, LLC	$480K	2,666	0	NO CHANGE
411	COLDSTREAM CAPITAL MANAGEMENT INC	$477K	2,650	+216	ADD
412	NorthCrest Asset Manangement, LLC	$477K	2,613	+2,613	NEW
413	Vise Technologies, Inc.	$472K	2,174	0	NO CHANGE
414	Wedmont Private Capital	$470K	2,549	+125	ADD
415	Athena Investment Management	$470K	2,608	0	NO CHANGE
416	DONALDSON CAPITAL MANAGEMENT, LLC	$468K	2,599	−13	TRIM
417	PRUDENTIAL PLC	$464K	2,574	0	NO CHANGE
418	Weiss Asset Management LP	$462K	2,568	+2,568	NEW
419	Atlantic Union Bankshares Corp	$458K	2,542	+41	ADD
420	Siemens Fonds Invest GmbH	$456K	2,534	0	NO CHANGE
421	ZEGA Investments, LLC	$450K	2,500	0	NO CHANGE
422	BOWEN HANES & CO INC	$448K	2,486	0	NO CHANGE
423	Midwest Trust Co	$444K	2,467	0	NO CHANGE
424	Marks Group Wealth Management, Inc	$444K	2,463	+2,463	NEW
425	Cyndeo Wealth Partners, LLC	$441K	2,450	−4	TRIM
426	BOOTHBAY FUND MANAGEMENT, LLC	$438K	2,433	+2,433	NEW
427	Banque Cantonale Vaudoise	$437K	2,429	+2,429	NEW
428	Advisors Capital Management, LLC	$437K	2,426	−318	TRIM
429	FIDUCIARY FAMILY OFFICE, LLC	$432K	2,400	+2,400	NEW
430	Pallas Capital Advisors LLC	$431K	2,395	+2,395	NEW
431	Bull Harbor Capital LLC	$429K	2,384	—	NO PRIOR
432	TEMA ETFS LLC	$429K	2,381	+7	ADD
433	Frec Markets, Inc.	$426K	2,368	+2,368	NEW
434	Polymer Capital Management (US) LLC	$425K	2,360	−978	TRIM
435	LifePlan Financial, LLC	$417K	2,316	−143	TRIM
436	Impact Capital Partners LLC	$414K	2,299	−7	TRIM
437	Laird Norton Wetherby Trust Company, LLC	$409K	2,273	−59	TRIM
438	Savant Capital, LLC	$403K	2,239	+1,037	ADD
439	LVW Advisors, LLC	$398K	2,209	−417	TRIM
440	NewEdge Advisors, LLC	$398K	2,208	+2,208	NEW
441	Parkside Financial Bank & Trust	$380K	2,110	+67	ADD
442	NORDEN GROUP LLC	$376K	2,089	+440	ADD
443	NWF Advisory Services Inc.	$376K	2,087	0	NO CHANGE
444	PINNACLE ASSOCIATES LTD	$359K	1,992	+1,992	NEW
445	Pinnacle Wealth Management Advisory Group, LLC	$358K	1,987	+1,987	NEW
446	Rothschild Wealth LLC	$356K	1,979	+1,979	NEW
447	BALYASNY ASSET MANAGEMENT L.P.	$356K	1,977	−176,031	TRIM
448	Caerus Investment Advisors, LLC	$349K	1,937	+1,937	NEW
449	SAGESPRING WEALTH PARTNERS, LLC	$348K	1,931	−1,054	TRIM
450	FIRST MANHATTAN CO. LLC.	$347K	1,927	0	NO CHANGE
451	Meeder Advisory Services, Inc.	$345K	1,914	−51	TRIM
452	Manchester Capital Management LLC	$343K	1,906	−62	TRIM
453	Thrive Wealth Management, LLC	$342K	1,897	−1,010	TRIM
454	TEACHER RETIREMENT SYSTEM OF TEXAS	$331K	1,837	−2,261	TRIM
455	Compound Planning, Inc.	$321K	1,783	−323	TRIM
456	Meiji Yasuda Life Insurance Co	$321K	1,780	0	NO CHANGE
457	WADDELL & ASSOCIATES, LLC	$314K	1,743	+1,743	NEW
458	Roundview Capital LLC	$310K	1,720	−234	TRIM
459	nVerses Capital, LLC	$305K	1,694	−118	TRIM
460	QRG CAPITAL MANAGEMENT, INC.	$304K	1,686	−16,166	TRIM
461	Aprio Wealth Management, LLC	$303K	1,681	−97	TRIM
462	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$300K	1,665	−552	TRIM
463	Ironwood Investment Counsel, LLC	$299K	1,658	0	NO CHANGE
464	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$298K	1,661	−25	TRIM
465	iSAM Funds (UK) Ltd	$297K	1,650	+1,650	NEW
466	Storgate, LLC	$295K	1,636	+1,636	NEW
467	PRELUDE CAPITAL MANAGEMENT, LLC	$294K	1,631	+1,631	NEW
468	HANCOCK WHITNEY CORP	$293K	1,647	+25	ADD
469	Bragg Financial Advisors, Inc	$290K	1,613	+1	ADD
470	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$290K	1,612	+1,612	NEW
471	VAN ECK ASSOCIATES CORP	$288K	1,600,386	−3,029	TRIM
472	TCV Trust & Wealth Management, Inc.	$288K	1,600	−300	TRIM
473	Allegiance Financial Group Advisory Services LLC	$285K	1,582	+1,582	NEW
474	Steward Partners Investment Advisory, LLC	$284K	1,579	−236	TRIM
475	Maridea Wealth Management LLC	$281K	1,562	+1,562	NEW
476	PATTON FUND MANAGEMENT, INC.	$281K	1,560	+518	ADD
477	Applied Finance Capital Management, LLC	$281K	1,559	+222	ADD
478	CITIZENS FINANCIAL GROUP INC/RI	$276K	1,533	+1,533	NEW
479	Sowell Financial Services LLC	$274K	1,520	+5	ADD
480	GREENLEAF TRUST	$273K	1,517	+49	ADD
481	Palogic Value Management, L.P.	$273K	1,516	−32	TRIM
482	IMC-Chicago, LLC	$273K	1,514	+1,514	NEW
483	Foster Victor Wealth Advisors, LLC	$272K	1,459	0	NO CHANGE
484	Krilogy Financial LLC	$271K	1,425	+435	ADD
485	SNS Financial Group, LLC	$271K	1,503	−10	TRIM
486	BIP Wealth, LLC	$270K	1,500	+230	ADD
487	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$270K	1,500	0	NO CHANGE
488	Arista Wealth Management, LLC	$270K	1,500	0	NO CHANGE
489	Tower Research Capital LLC (TRC)	$269K	1,496	−3,482	TRIM
490	GenTrust, LLC	$268K	1,486	+1,486	NEW
491	PERSONAL CFO SOLUTIONS, LLC	$266K	1,475	+32	ADD
492	Bryn Mawr Trust Advisors, LLC	$262K	1,455	−68	TRIM
493	OFI INVEST ASSET MANAGEMENT	$262K	1,676	+859	ADD
494	Modera Wealth Management, LLC	$260K	1,444	+168	ADD
495	Founders Financial Alliance, LLC	$259K	1,438	0	NO CHANGE
496	Advisors Asset Management, Inc.	$257K	1,428	+1,428	NEW
497	Baker Avenue Asset Management, LP	$256K	1,423	+12	ADD
498	GATEWAY INVESTMENT ADVISERS LLC	$256K	1,423	+1,423	NEW
499	NorthRock Partners, LLC	$256K	1,422	+1,422	NEW
500	Ballentine Partners, LLC	$256K	1,420	−711	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · EFX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $11.0M held
Trimming: 2 Bridgewater Associates, Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · EQUIFAX INC

Merged timeline of congressional filings and notable-manager moves on EFX
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+48,280 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−2,351 sh
2026-05-15	Moore Capital Management 13F	EXIT	−11,193 sh
2026-05-14	Caxton Associates 13F	NEW	+6,846 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed EFX — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).