Equifax Inc
EFX- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000033185
In the last 90 days, Equifax Inc insiders filed 0 open-market purchases and 2 sales; 838 institutions reported holding it in 13F filings for Q2 2026, worth $19.0B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Weitz Investment Management.
13F holders, Q2 2021
Institutional positions in Equifax Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 631
- +46 vs. Q1 2021
- Shares held
- 111.7M
- −1.38M (−1.2%) vs. Q1 2021
- Total value
- $26.7B
- +$6.27B (+30.6%) vs. Q1 2021
- New holders
- 90
- 206 more added
- Sold out
- 44
- 189 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EFX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 838 | $19.0B |
| Q1 2026 | 876 | $21.7B |
| Q4 2025 | 896 | $25.4B |
| Q3 2025 | 857 | $31.0B |
| Q2 2025 | 862 | $30.9B |
| Q1 2025 | 812 | $30.0B |
| Q4 2024 | 850 | $30.2B |
| Q3 2024 | 839 | $34.9B |
| Q2 2024 | 761 | $29.3B |
| Q1 2024 | 770 | $31.6B |
| Q4 2023 | 730 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 687 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 627 | $19.9B |
| Q2 2022 | 635 | $20.6B |
| Q1 2022 | 699 | $26.6B |
| Q4 2021 | 696 | $32.7B |
| Q3 2021 | 660 | $28.4B |
| Q2 2021 | 631 | $26.7B |
| Q1 2021 | 589 | $20.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7 | $2.00K | 0.00% | +5+250.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $2.00K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 9 | $2.15K | 0.00% | +9 | New |
| BDO Wealth Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $4.00K | 0.00% | +1+6.7% | Added |
| Fieldpoint Private Securities, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $5.00K | 0.00% | −54−71.1% | Reduced |
| Column Capital Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 25 | $6.00K | 0.00% | +14+127.3% | Added |
| Brown Brothers Harriman & Co | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 28 | $7.00K | 0.00% | +1+3.7% | Added |
| Altshuler Shaham Ltd | 31 | $7.00K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 30 | $7.18K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 32 | $8.00K | 0.00% | +4+14.3% | Added |
| Rocky Mountain Advisers, LLC | 42 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 46 | $11.0K | 0.01% | +27+142.1% | Added |
| Earnest Partners LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $13.0K | 0.00% | +25+89.3% | Added |
| Resolute Partners Group | 58 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 60 | $14.0K | 0.00% | +19+46.3% | Added |
| CWM, LLC | 62 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 64 | $15.0K | 0.00% | +17+36.2% | Added |
| Evoke Wealth, LLC | 61 | $15.0K | 0.00% | +9+17.3% | Added |
| First Horizon Corp | 71 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 78 | $19.0K | 0.00% | +8+11.4% | Added |
| Spire Wealth Management | 82 | $20.0K | 0.00% | −239−74.5% | Reduced |
| Proequities, Inc. | 85 | $20.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 86 | $20.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 88 | $21.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $22.0K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 90 | $22.0K | 0.01% | +90 | New |
| Lindbrook Capital, LLC | 98 | $23.0K | 0.01% | +3+3.2% | Added |
| IFP Advisors, Inc | 94 | $23.0K | 0.00% | +63+203.2% | Added |
| McClarren Financial Advisors, Inc. | 98 | $23.0K | 0.02% | +98 | New |
| Optimum Investment Advisors | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $25.6K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 108 | $26.0K | 0.02% | +108 | New |
| Gemmer Asset Management LLC | 115 | $28.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 118 | $28.0K | 0.00% | +14+13.5% | Added |
| AdvisorNet Financial, Inc | 122 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 120 | $29.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 124 | $29.7K | 0.00% | +20+19.2% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $30.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 136 | $33.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 141 | $33.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 141 | $34.0K | 0.00% | −49−25.8% | Reduced |
| CVA Family Office, LLC | 156 | $37.0K | 0.01% | +40+34.5% | Added |
| Fred Alger Management, LLC | 160 | $38.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 193 | $46.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $48.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 253 | $61.0K | 0.01% | +28+12.4% | Added |
| Glassman Wealth Services | 280 | $67.0K | 0.01% | +35+14.3% | Added |
| Versant Capital Management, Inc | 282 | $68.0K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 290 | $69.0K | 0.01% | −1,705−85.5% | Reduced |
| Carroll Financial Associates, Inc. | 307 | $73.0K | 0.00% | +7+2.3% | Added |
| Ellis Investment Partners, LLC | 311 | $74.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 330 | $79.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $81.0K | 0.07% | −38−10.1% | Reduced |
| NuWave Investment Management, LLC | 343 | $82.0K | 0.09% | +343 | New |
| Parallel Advisors, LLC | 346 | $83.0K | 0.00% | +113+48.5% | Added |
| Penserra Capital Management LLC | 399 | $95.0K | 0.00% | +34+9.3% | Added |
| Tobam | 414 | $99.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 425 | $102.0K | 0.05% | +1+0.2% | Added |
| NVWM, LLC | 450 | $108.0K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 470 | $113.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 475 | $114.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 485 | $116.0K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 555 | $133.0K | 0.01% | +27+5.1% | Added |
| Caldwell Trust Co | 606 | $145.1K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 658 | $158.0K | 0.02% | +579+732.9% | Added |
| First Manhattan Co | 693 | $165.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 750 | $180.0K | 0.01% | +750 | New |
| Heritage Wealth Management, LLC | 794 | $190.0K | 0.07% | +234+41.8% | Added |
| Parkside Financial Bank & Trust | 827 | $198.0K | 0.06% | +16+2.0% | Added |
| Allred Capital Management, LLC | 850 | $203.0K | 0.10% | 00.0% | Unchanged |