- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 12
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 12 listed it in both
- Shares listed
- 21,735,800
- combined, among listed positions
- Reported value
- $5.3bn
- combined, at the quarter end
Among the 95 comparable managers: 5 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing EFX in Q1 2025
12 of 12 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 7,037,804 shares now+2,009,987
- Harris Associates LPexisting position · 4,570,557 shares now+987,772
- Two Sigma Investments LPexisting position · 520,577 shares now+393,700
- Two Sigma Advisers LPexisting position · 426,300 shares now+301,900
- Renaissance Technologies LLCexisting position · 151,095 shares now+5,900
Reductions
- MFS Investment Managementexisting position · 3,521,623 shares now-225,599
- Invesco Ltdexisting position · 1,808,522 shares now-207,940
- Fidelity (FMR LLC)existing position · 2,961,615 shares now-154,081
- Squarepoint Ops LLCexisting position · 183,282 shares now-153,726
- Neuberger Berman Group LLCexisting position · 478,861 shares now-115,530
New positions and exits
New (0)
No new position among listed positions.
Exited (3)
- Artisan Partners LPwas $189m
- Marshall Wace LLPwas $137m
- Holocene Advisors LPwas $73m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 8 | $864m | n.a. | n.a. |
| Q3 2013 | 6 | $941m | n.a. | n.a. |
| Q4 2013 | 7 | $1.4bn | n.a. | n.a. |
| Q1 2014 | 8 | $1.3bn | n.a. | n.a. |
| Q2 2014 | 7 | $1.5bn | n.a. | n.a. |
| Q3 2014 | 7 | $1.6bn | n.a. | n.a. |
| Q4 2014 | 4 | $1.9bn | n.a. | n.a. |
| Q1 2015 | 10 | $2.1bn | n.a. | n.a. |
| Q2 2015 | 9 | $2.0bn | n.a. | n.a. |
| Q3 2015 | 14 | $2.0bn | n.a. | n.a. |
| Q4 2015 | 11 | $2.7bn | n.a. | n.a. |
| Q1 2016 | 12 | $3.1bn | n.a. | n.a. |
| Q2 2016 | 12 | $3.4bn | n.a. | n.a. |
| Q3 2016 | 14 | $3.5bn | n.a. | n.a. |
| Q4 2016 | 11 | $3.3bn | n.a. | n.a. |
| Q1 2017 | 13 | $4.4bn | n.a. | n.a. |
| Q2 2017 | 14 | $4.9bn | n.a. | n.a. |
| Q3 2017 | 16 | $3.7bn | n.a. | n.a. |
| Q4 2017 | 15 | $4.0bn | n.a. | n.a. |
| Q1 2018 | 13 | $3.8bn | n.a. | n.a. |
| Q2 2018 | 16 | $4.1bn | n.a. | n.a. |
| Q3 2018 | 16 | $3.7bn | n.a. | n.a. |
| Q4 2018 | 11 | $3.2bn | n.a. | n.a. |
| Q1 2019 | 13 | $3.9bn | n.a. | n.a. |
| Q2 2019 | 18 | $4.4bn | n.a. | n.a. |
| Q3 2019 | 18 | $5.1bn | n.a. | n.a. |
| Q4 2019 | 15 | $5.2bn | n.a. | n.a. |
| Q1 2020 | 17 | $5.0bn | n.a. | n.a. |
| Q2 2020 | 15 | $6.9bn | n.a. | n.a. |
| Q3 2020 | 18 | $5.4bn | n.a. | n.a. |
| Q4 2020 | 17 | $6.2bn | n.a. | n.a. |
| Q1 2021 | 18 | $5.7bn | n.a. | n.a. |
| Q2 2021 | 18 | $7.5bn | n.a. | n.a. |
| Q3 2021 | 21 | $7.5bn | n.a. | n.a. |
| Q4 2021 | 19 | $8.7bn | n.a. | n.a. |
| Q1 2022 | 19 | $6.8bn | n.a. | n.a. |
| Q2 2022 | 23 | $5.8bn | n.a. | n.a. |
| Q3 2022 | 19 | $4.6bn | n.a. | n.a. |
| Q4 2022 | 14 | $5.0bn | n.a. | n.a. |
| Q1 2023 | 17 | $4.8bn | n.a. | n.a. |
| Q2 2023 | 15 | $5.3bn | n.a. | n.a. |
| Q3 2023 | 14 | $2.8bn | n.a. | n.a. |
| Q4 2023 | 12 | $3.7bn | 7 | 5 |
| Q1 2024 | 14 | $3.7bn | 8 | 5 |
| Q2 2024 | 12 | $4.0bn | 5 | 7 |
| Q3 2024 | 17 | $5.5bn | 11 | 6 |
| Q4 2024 | 18 | $5.2bn | 8 | 8 |
| Q1 2025 | 12 | $5.3bn | 5 | 9 |
| Q2 2025 | 17 | $5.3bn | 11 | 5 |
| Q3 2025 | 9 | $4.6bn | 4 | 7 |
| Q4 2025 | 15 | $4.4bn | 26 | 9 |
| Q1 2026 | 13 | $4.4bn | 18 | 20 |
| Q2 2026 | 13 | $3.9bn | 23 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
EFX and V →EFX and MA →EFX and MCO →Choose a stock to compare with EFX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own EFX, latest filings →Back to the 13F Explorer →