- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 Feb 2024
- Managers listing it
- 12
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 9 listed it in both
- Shares listed
- 15,019,346
- combined, among listed positions
- Reported value
- $3.7bn
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 5 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 Q4 2023
12 of 12 holders
Largest increases and reductions, by shares
Increases
- Artisan Partners LPnew position · 512,734 shares now+512,734
- Marshall Wace LLPexisting position · 1,057,134 shares now+478,553
- Schonfeld Strategic Advisors LLCnew position · 214,316 shares now+214,316
- Neuberger Berman Group LLCexisting position · 901,136 shares now+131,967
- T. Rowe Price Associates Incexisting position · 880,206 shares now+50,813
Reductions
- MFS Investment Managementexisting position · 5,392,995 shares now-817,389
- Fidelity (FMR LLC)existing position · 2,368,857 shares now-146,746
- Invesco Ltdexisting position · 2,507,711 shares now-84,142
- Harris Associates LPexisting position · 1,074,240 shares now-31,559
- PDT Partners LLCexisting position · 5,000 shares now-493
New positions and exits
New (3)
Exited (0)
No exit shown by a manager’s own filing.
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 →