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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 852 | $204.0K | 0.02% | +852 | New |
| Wealth Advisory Solutions, LLC | 856 | $205.0K | 0.05% | +856 | New |
| Bingham Osborn & Scarborough LLC | 865 | $207.0K | 0.01% | +865 | New |
| Federated Hermes, Inc. | 890 | $213.0K | 0.00% | −96−9.7% | Reduced |
| Wealth Alliance | 890 | $213.0K | 0.05% | +890 | New |
| Northeast Investment Management | 904 | $217.0K | 0.01% | +904 | New |
| Berman Capital Advisors, LLC | 918 | $219.0K | 0.03% | +114+14.2% | Added |
| Qtron Investments LLC | 919 | $220.0K | 0.06% | +919 | New |
| Independent Advisor Alliance | 922 | $221.0K | 0.01% | −200−17.8% | Reduced |
| Integrated Wealth Concepts LLC | 922 | $221.0K | 0.01% | +922 | New |
| O'Shaughnessy Asset Management, LLC | 926 | $222.0K | 0.00% | +376+68.4% | Added |
| MPS Loria Financial Planners, LLC | 937 | $224.0K | 0.10% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 950 | $228.0K | 0.01% | +950 | New |
| Clarius Group, LLC | 952 | $228.0K | 0.02% | +952 | New |
| Northwestern Mutual Wealth Management Co | 958 | $230.0K | 0.00% | +54+6.0% | Added |
| Fermata Advisors, LLC | 979 | $235.0K | 0.14% | +979 | New |
| Salem Investment Counselors Inc | 986 | $236.0K | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 985 | $236.0K | 0.01% | +985 | New |
| Washington Trust Bank | 1,000 | $240.0K | 0.03% | +1,000 | New |
| Ferguson Wellman Capital Management, Inc | 1,000 | $240.0K | 0.01% | +1,000 | New |
| Howland Capital Management LLC | 1,000 | $240.0K | 0.01% | +1,000 | New |
| Nadler Financial Group, Inc. | 1,000 | $240.0K | 0.04% | +1,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,002 | $240.0K | 0.00% | +1,002 | New |
| Glenview Trust Co | 1,000 | $240.0K | 0.01% | +1,000 | New |
| Sepio Capital, LP | 1,000 | $240.0K | 0.02% | +1,000 | New |
| Edge Capital Group, LLC | 1,000 | $240.0K | 0.02% | +1,000 | New |
| Pallas Capital Advisors LLC | 956 | $245.0K | 0.03% | +956 | New |
| Rockefeller Capital Management L.P. | 1,030 | $246.0K | 0.00% | +701+213.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,036 | $248.0K | 0.00% | −38−3.5% | Reduced |
| Sargent Bickham Lagudis LLC | 1,036 | $248.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,040 | $249.0K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $249.0K | 0.19% | +1,000 | New |
| Burt Wealth Advisors | 1,043 | $250.0K | 0.09% | +1,043 | New |
| Ground Swell Capital, LLC | 1,062 | $254.0K | 1.38% | +1,062 | New |
| GSB Wealth Management, LLC | 1,069 | $256.0K | 0.08% | +1,069 | New |
| Austin Private Wealth, LLC | 1,070 | $256.0K | 0.06% | +1,070 | New |
| Greenleaf Trust | 1,090 | $261.0K | 0.00% | +1,090 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $263.0K | 0.17% | −100−8.3% | Reduced |
| Main Street Financial Solutions, LLC | 1,104 | $264.0K | 0.04% | 00.0% | Unchanged |
| Sabal Trust CO | 1,112 | $266.0K | 0.02% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,123 | $269.0K | 0.01% | −287−20.4% | Reduced |
| Fifth Third Bancorp | 1,131 | $271.0K | 0.00% | +176+18.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,134 | $272.0K | 0.02% | −78−6.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,136 | $272.0K | 0.18% | +1,136 | New |
| Fox Run Management, L.L.C. | 1,140 | $273.0K | 0.25% | +1,140 | New |
| Cannon Financial Strategists, Inc. | 1,166 | $279.3K | 0.11% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,167 | $280.0K | 0.00% | +1,167 | New |
| Toroso Investments, LLC | 1,178 | $282.0K | 0.01% | +1,178 | New |
| Wendell David Associates Inc | 1,200 | $287.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,203 | $288.0K | 0.00% | +1,203 | New |
| Parallax Volatility Advisers, L.P. | 1,216 | $291.0K | 0.00% | +1,216 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,229 | $294.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,234 | $296.0K | 0.01% | −54−4.2% | Reduced |
| MAI Capital Management | 1,239 | $297.0K | 0.01% | +22+1.8% | Added |
| Clark Capital Management Group, Inc. | 1,265 | $303.0K | 0.00% | +1,265 | New |
| MD Financial Management Inc. | 1,269 | $304.0K | 0.01% | −5,559−81.4% | Reduced |
| Sit Investment Associates Inc | 1,270 | $304.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,187 | $308.0K | 0.02% | −107−8.3% | Reduced |
| Sentry Investment Management LLC | 1,293 | $310.0K | 0.08% | +271+26.5% | Added |
| Ieq Capital, LLC | 1,294 | $310.0K | 0.01% | +1,294 | New |
| Aureus Asset Management, LLC | 1,300 | $311.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,307 | $313.0K | 0.02% | +178+15.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,350 | $323.0K | 0.04% | −240−15.1% | Reduced |
| United Capital Financial Advisers, LLC | 1,349 | $323.0K | 0.00% | −48−3.4% | Reduced |
| Roundview Capital LLC | 1,365 | $327.0K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,372 | $329.0K | 0.01% | +1,372 | New |
| Whittier Trust Co | 1,377 | $330.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,383 | $331.0K | 0.01% | −785−36.2% | Reduced |
| Bryn Mawr Trust Co | 1,383 | $331.0K | 0.01% | −597−30.2% | Reduced |
| STRS Ohio | 1,382 | $331.0K | 0.00% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $335.0K | 0.03% | −283−16.8% | Reduced |
| Ci Investments Inc. | 1,410 | $338.0K | 0.00% | +550+64.0% | Added |
| Bridgewater Advisors Inc. | 1,434 | $343.0K | 0.11% | +34+2.4% | Added |
| Empirical Finance, LLC | 1,438 | $344.0K | 0.06% | +211+17.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,448 | $347.0K | 0.00% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,453 | $348.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,455 | $349.0K | 0.01% | +1,455 | New |
| Oxford Financial Group Ltd | 1,462 | $350.0K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,475 | $353.0K | 0.40% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,481 | $355.0K | 0.00% | −8−0.5% | Reduced |
| Pearl River Capital, LLC | 1,508 | $361.0K | 0.10% | +1,508 | New |
| Checchi Capital Advisers, LLC | 1,515 | $363.0K | 0.04% | +120+8.6% | Added |
| Conning Inc. | 1,534 | $367.0K | 0.01% | −142−8.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,575 | $377.0K | 0.07% | +240+18.0% | Added |
| TrueWealth Advisors, LLC | 1,583 | $379.0K | 0.22% | +1,583 | New |
| Trust Co of Virginia | 1,600 | $383.0K | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 1,622 | $388.0K | 0.01% | −231−12.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,633 | $391.0K | 0.15% | −776−32.2% | Reduced |
| Pitcairn Co | 1,643 | $393.0K | 0.03% | −72−4.2% | Reduced |
| Ironwood Investment Counsel, LLC | 1,650 | $395.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,663 | $398.0K | 0.01% | −107−6.0% | Reduced |
| Veriti Management LLC | 1,708 | $409.0K | 0.06% | −251−12.8% | Reduced |
| Occudo Quantitative Strategies LP | 1,711 | $410.0K | 0.06% | −2,384−58.2% | Reduced |
| Symmetry Partners, LLC | 1,725 | $413.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,731 | $415.0K | 0.01% | +67+4.0% | Added |
| HM Payson & Co | 1,735 | $416.0K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,741 | $417.0K | 0.02% | −10−0.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,799 | $430.9K | 0.45% | +1,799 | New |
| Shapiro Capital Management LLC | 1,800 | $431.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,815 | $435.0K | 0.03% | −15−0.8% | Reduced |