As of the latest SEC filings, EQUIFAX INC (EFX) is held by 674 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $687,737,029.32 in market value, representing 0.03% of its portfolio.
Funds holding EQUIFAX INC (EFX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EFX
- CIK:
- 0000033185
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $687,737,029.32 | 3,819,276 | Mar 31, 2026 | May 28, 2026 |
|
MEICX
MFS Value Fund
|
MF | Independent / Boutique | 1.11% | $619,805,659.20 | 2,966,145 | Feb 28, 2026 | Apr 24, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $550,953,156.27 | 3,059,661 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.24% | $467,713,277.79 | 2,597,397 | Mar 31, 2026 | May 28, 2026 |
|
OANMX
Oakmark Fund
|
MF | Independent / Boutique | 1.74% | $426,171,669.00 | 2,366,700 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $325,480,066.24 | 1,557,619 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $278,789,596.03 | 1,548,229 | Mar 31, 2026 | May 28, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.40% | $260,092,482.00 | 1,495,300 | Apr 30, 2026 | Jun 26, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $251,303,531.16 | 1,395,588 | Mar 31, 2026 | May 28, 2026 |
|
OAKLX
Oakmark Select Fund
|
MF | Independent / Boutique | 3.12% | $236,071,770.00 | 1,311,000 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $200,351,644.24 | 1,112,632 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.09% | $186,436,893.24 | 1,071,846 | Apr 30, 2026 | Jun 26, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.56% | $164,725,154.88 | 914,784 | Mar 31, 2026 | May 28, 2026 |
|
PAVLX
T. Rowe Price Value Fund, Inc.
|
MF | T. Rowe Price | 0.49% | $155,657,189.82 | 864,426 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.17% | $153,294,191.70 | 881,305 | Apr 30, 2026 | Jun 29, 2026 |
|
PAMCX
T. Rowe Price Mid-Cap Growth Fund, Inc.
|
MF | T. Rowe Price | 0.61% | $138,401,802.00 | 768,600 | Mar 31, 2026 | May 28, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 1.16% | $135,049,979.02 | 749,986 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.04% | $131,835,162.56 | 630,911 | Feb 28, 2026 | Apr 27, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.09% | $131,084,837.62 | 727,966 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $122,308,045.75 | 679,225 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.43% | $121,623,239.54 | 675,422 | Mar 31, 2026 | May 28, 2026 |
|
CSECX
Calvert Equity Fund
|
MF | Calvert / Morgan Stanley | 2.92% | $110,847,670.67 | 615,581 | Mar 31, 2026 | May 26, 2026 |
|
JENSX
The Jensen Quality Growth Fund Inc
|
MF | Independent / Boutique | 2.68% | $95,285,760.00 | 456,000 | Feb 28, 2026 | Apr 21, 2026 |
|
BAFWX
Brown Advisory Sustainable Growth Fund
|
MF | Independent / Boutique | 2.15% | $94,150,319.78 | 522,854 | Mar 31, 2026 | May 27, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $83,842,752.84 | 465,612 | Mar 31, 2026 | May 28, 2026 |
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