This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EFX/capital-change-brief"
Use Arkolith's capital_change_brief for EFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.7B | 9.5M | ▼−4.9% Reduced · −490K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 3 | HARRIS ASSOCIATES L P | $1.4B | 7.5M | ▼−0.4% Reduced · −28K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $949.1M | 5.3M | ▲New +5.3M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $904.6M | 5.0M | ▼−0.6% Reduced · −33K sh | Q1 2026 | |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $856.4M | 4.7M | ▲+8.2% Added · +355K sh | Q1 2026 | |
| 7 | Soroban Capital Partners LP | $753.5M | 4.2M | ▲+310% Added · +3.2M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $723.2M | 4.0M | ▼−5.5% Reduced · −232K sh | Q1 2026 | |
| 9 | BROWN ADVISORY INC | $657.0M | 3.6M | ▲+30% Added · +839K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $573.6M | 3.2M | ▲+1.0% Added · +33K sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $470.6M | 2.6M | ▼−38% Reduced · −1.6M sh | Q1 2026 | |
| 12 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $411.3M | 2.3M | ▼−13% Reduced · −345K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $379.5M | 2.1M | ▲+37% Added · +564K sh | Q1 2026 | |
| 14 | CANTILLON CAPITAL MANAGEMENT LLC | $322.6M | 1.8M | ▲+3.9% Added · +67K sh | Q1 2026 | |
| 15 | GENERATION INVESTMENT MANAGEMENT LLP | $319.7M | 1.8M | ▲+13% Added · +204K sh | Q1 2026 | |
| 16 | AQR CAPITAL MANAGEMENT LLC | $315.0M | 1.8M | ▲+425% Added · +1.4M sh | Q1 2026 | |
| 17 | T. Rowe Price Investment Management, Inc. | Withheld | 1.8M | ▲+54% Added · +622K sh | Q1 2026 | |
| 18 | VAN ECK ASSOCIATES CORP | Withheld | 1.6M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 19 | Darsana Capital Partners LP | $270.1M | 1.5M | ▲+50% Added · +500K sh | Q1 2026 | |
| 20 | FMR LLC | $269.2M | 1.5M | ▲+533% Added · +1.3M sh | Q1 2026 | |
| 21 | NORGES BANK | $275.6M | 1.3M | ▼−1.5% Reduced · −19K sh | Q4 2025 | |
| 22 | LAZARD ASSET MANAGEMENT LLC | $222.7M | 1.2M | ▲~0% Added · +533 sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $198.4M | 1.1M | ▲+21% Added · +188K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $196.8M | 1.1M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 25 | Mitsubishi UFJ Asset Management Co., Ltd. | $194.7M | 1.1M | ▼−20% Reduced · −272K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | MARCUS ROBERT D | Director | Grant (A) | 221 | $35K |
| May 7, 2026 | Borton Chad M | EVP, Pres Workforce Solutions | Sell (S) | 2K | $427K |
| May 7, 2026 | MCGREGOR SCOTT A | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | FEIDLER MARK L | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | Fichuk Karen L | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | HOUGH G. THOMAS | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | Larson Barbara A | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | MARCUS ROBERT D | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | Smith Melissa D | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | TILLMAN AUDREY B | Director | Grant (A) | 1K | $220K |
| May 7, 2026 | McKinley John A | Director | Grant (A) | 1K | $220K |
| May 6, 2026 | Borton Chad M | EVP, Pres Workforce Solutions | Tax withholding (F) | 2K | $335K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 283 funds | $273.2B |
| AMAZON.COM INCAMZN | 279 funds | $200.9B |
| ALPHABET INC-CL AGOOGL | 279 funds | $171.3B |
| APPLE INCAAPL | 275 funds | $284.9B |
| VISA INC-CLASS A SHARESV | 275 funds | $58.2B |
| META PLATFORMS INC-CLASS AMETA | 273 funds | $107.4B |
| NVIDIA CORPNVDA | 272 funds | $370.7B |
| ELI LILLY & COLLY | 272 funds | $69.8B |
| JPMORGAN CHASE & COJPM | 272 funds | $68.6B |
| MASTERCARD INC - AMA | 271 funds | $55.4B |
| BROADCOM INCAVGO | 269 funds | $147.3B |
| S&P GLOBAL INCSPGI | 269 funds | $16.4B |
Ranked by how many of EFX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.