Whale Analyzer
EFX Institutional Holders and 13F Ownership
Compare 10 tracked holders of EFX, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Oakmark Funds, Generation Investment Management, Jensen Investment Management, and Weitz Investment Management.
Continue to the live EFX dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Oakmark Funds 13F holdings | $1.18B | 7.4M | Reduced | 2026-06-30 |
| Generation Investment Management 13F holdings | $290.9M | 1.8M | Increased | 2026-06-30 |
| Jensen Investment Management 13F holdings | $58.8M | 370.6K | Reduced | 2026-06-30 |
| Weitz Investment Management 13F holdings | $30.5M | 192.0K | Increased | 2026-06-30 |
| AKO Capital 13F holdings | $21.3M | 134.4K | Reduced | 2026-06-30 |
| Vulcan Value Partners 13F holdings | $14.4M | 90.7K | New | 2026-06-30 |
| Markel Group 13F holdings | $10.0M | 72.8K | Held | 2026-09-30 |
| National Pension Service 13F holdings | $2.3M | 14.7K | Reduced | 2026-06-30 |
| Hillman Capital Management 13F holdings | $2.0M | 12.5K | Reduced | 2026-06-30 |
| Lindsell Train 13F holdings | $1.6M | 11.8K | Held | 2026-09-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Generation Investment Management SEC filing (0001752724-26-000044) · report date 2026-06-30
- Jensen Investment Management SEC filing (0001171200-26-000010) · report date 2026-06-30
- Weitz Investment Management SEC filing (0001821268-26-000133) · report date 2026-06-30
- AKO Capital SEC filing (0001376879-26-000006) · report date 2026-06-30
- Vulcan Value Partners SEC filing (0001556785-26-000016) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Hillman Capital Management SEC filing (0001398344-26-014467) · report date 2026-06-30
- Lindsell Train SEC filing (0001172661-26-004793) · report date 2026-09-30
Tracked-sample concentration
Reported position value for EFX is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 73.2% of aggregate reported value in this sample
- Top 5 tracked holders: 98.1% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 10 tracked holders, 5 reduced, 3 increased, 2 held. Net positioning is net selling.
- Oakmark Funds ($1.18B) (▼ 1.1% qoq shares)
- Generation Investment Management ($290.9M) (▲ 3.2% qoq shares)
- Jensen Investment Management ($58.8M) (▼ 52.7% qoq shares)
- Weitz Investment Management ($30.5M) (▲ 2.3% qoq shares)
- AKO Capital ($21.3M) (▼ 66.7% qoq shares)
- Markel Group ($10.0M) (→ 0.0% qoq shares) · modeled avg cost estimate $102.26
- National Pension Service ($2.3M) (▼ 92.5% qoq shares)
- Hillman Capital Management ($2.0M) (▼ 7.5% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 2 covered tracked holders is $110.06 versus a current price of $189.59, so EFX trades above that estimate (+72.3%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Other
EFX sits within the Other sector alongside 1558 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live EFX dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on EFX with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns EFX stock?
Whale Analyzer tracks 10 public-disclosure holders of EFX with a combined reported value of $1.61B. See the holder table above for the largest tracked positions.
Which top funds are buying EFX?
Tracked holders were net selling last quarter — 5 reduced, 3 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked EFX sample?
The top five tracked holders account for 98.1% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does EFX compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 2 covered tracked holders is $110.06 versus a current price of $189.59 (+72.3%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for EFX?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive EFX dashboard to explore them, or read our 13F Alpha Signals Guide.