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 |
|---|---|---|---|---|---|
| Sun Life Financial INC | 2,505 | $600.0K | 0.03% | −147−5.5% | Reduced |
| Doheny Asset Management | 2,500 | $599.0K | 0.39% | 00.0% | Unchanged |
| Allworth Financial LP | 2,500 | $599.0K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,496 | $598.0K | 0.03% | −342−12.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,464 | $590.1K | 0.01% | −297−10.8% | Reduced |
| Advisor OS, LLC | 2,429 | $581.0K | 0.12% | +982+67.9% | Added |
| Janney Capital Management LLC | 2,400 | $575.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,355 | $564.0K | 0.01% | +61+2.7% | Added |
| Heartland Bank & Trust Co | 2,313 | $554.0K | 0.51% | +2,313 | New |
| Optimal Asset Management, Inc. | 2,301 | $551.0K | 0.07% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,285 | $547.0K | 0.18% | 00.0% | Unchanged |
| Huntington National Bank | 2,258 | $541.0K | 0.01% | +5+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,235 | $536.0K | 0.03% | +400+21.8% | Added |
| Nomura Holdings Inc | 2,229 | $534.0K | 0.00% | −27,996−92.6% | Reduced |
| Manchester Capital Management LLC | 2,193 | $525.0K | 0.07% | +43+2.0% | Added |
| Keybank National Association | 2,143 | $513.0K | 0.00% | +3+0.1% | Added |
| Laurion Capital Management LP | 2,137 | $512.0K | 0.01% | +2,137 | New |
| Sanders Morris Harris LLC | 2,100 | $503.0K | 0.10% | 00.0% | Unchanged |
| QS Investors, LLC | 2,089 | $501.0K | 0.01% | +695+49.9% | Added |
| CIBC World Markets Inc. | 2,080 | $498.0K | 0.00% | +966+86.7% | Added |
| Ancora Advisors, LLC | 2,073 | $497.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,043 | $489.0K | 0.02% | −222−9.8% | Reduced |
| Bragg Financial Advisors, Inc | 2,020 | $484.0K | 0.03% | +20+1.0% | Added |
| IndexIQ Advisors LLC | 2,014 | $482.0K | 0.02% | +71+3.7% | Added |
| Vontobel Holding Ltd. | 1,998 | $478.0K | 0.00% | +330+19.8% | Added |
| Davenport & Co LLC | 1,982 | $475.0K | 0.00% | +369+22.9% | Added |
| Pettee Investors, Inc. | 1,971 | $472.0K | 0.22% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,965 | $471.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,921 | $460.0K | 0.01% | −49−2.5% | Reduced |
| Nachman Norwood & Parrott, Inc | 1,885 | $451.0K | 0.05% | +1,885 | New |
| Peapack Gladstone Financial Corp | 1,839 | $440.0K | 0.01% | −2−0.1% | Reduced |
| Rothschild Investment Corp | 1,815 | $435.0K | 0.03% | −15−0.8% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $431.0K | 0.01% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,799 | $430.9K | 0.45% | +1,799 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,741 | $417.0K | 0.02% | −10−0.6% | Reduced |
| HM Payson & Co | 1,735 | $416.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,731 | $415.0K | 0.01% | +67+4.0% | Added |
| Symmetry Partners, LLC | 1,725 | $413.0K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,711 | $410.0K | 0.06% | −2,384−58.2% | Reduced |
| Veriti Management LLC | 1,708 | $409.0K | 0.06% | −251−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,663 | $398.0K | 0.01% | −107−6.0% | Reduced |
| Ironwood Investment Counsel, LLC | 1,650 | $395.0K | 0.11% | 00.0% | Unchanged |
| Pitcairn Co | 1,643 | $393.0K | 0.03% | −72−4.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,633 | $391.0K | 0.15% | −776−32.2% | Reduced |
| Allstate Corp | 1,622 | $388.0K | 0.01% | −231−12.5% | Reduced |
| Trust Co of Virginia | 1,600 | $383.0K | 0.04% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,583 | $379.0K | 0.22% | +1,583 | New |
| Intercontinental Wealth Advisors, LLC | 1,575 | $377.0K | 0.07% | +240+18.0% | Added |
| Conning Inc. | 1,534 | $367.0K | 0.01% | −142−8.5% | Reduced |
| Checchi Capital Advisers, LLC | 1,515 | $363.0K | 0.04% | +120+8.6% | Added |
| Pearl River Capital, LLC | 1,508 | $361.0K | 0.10% | +1,508 | New |
| Personal Capital Advisors Corp | 1,481 | $355.0K | 0.00% | −8−0.5% | Reduced |
| Quantinno Capital Management LP | 1,475 | $353.0K | 0.40% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,462 | $350.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,455 | $349.0K | 0.01% | +1,455 | New |
| SNS Financial Group, LLC | 1,453 | $348.0K | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 1,448 | $347.0K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,438 | $344.0K | 0.06% | +211+17.2% | Added |
| Bridgewater Advisors Inc. | 1,434 | $343.0K | 0.11% | +34+2.4% | Added |
| Ci Investments Inc. | 1,410 | $338.0K | 0.00% | +550+64.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $335.0K | 0.03% | −283−16.8% | Reduced |
| 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 |
| Whittier Trust Co | 1,377 | $330.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,372 | $329.0K | 0.01% | +1,372 | New |
| Roundview Capital LLC | 1,365 | $327.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Wetherby Asset Management Inc | 1,307 | $313.0K | 0.02% | +178+15.8% | Added |
| Aureus Asset Management, LLC | 1,300 | $311.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Lake Street Advisors Group, LLC | 1,187 | $308.0K | 0.02% | −107−8.3% | Reduced |
| 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 |
| Clark Capital Management Group, Inc. | 1,265 | $303.0K | 0.00% | +1,265 | New |
| MAI Capital Management | 1,239 | $297.0K | 0.01% | +22+1.8% | Added |
| Cerity Partners LLC | 1,234 | $296.0K | 0.01% | −54−4.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,229 | $294.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,216 | $291.0K | 0.00% | +1,216 | New |
| Private Advisor Group, LLC | 1,203 | $288.0K | 0.00% | +1,203 | New |
| Wendell David Associates Inc | 1,200 | $287.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,178 | $282.0K | 0.01% | +1,178 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,167 | $280.0K | 0.00% | +1,167 | New |
| Cannon Financial Strategists, Inc. | 1,166 | $279.3K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,140 | $273.0K | 0.25% | +1,140 | New |
| 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 |
| Fifth Third Bancorp | 1,131 | $271.0K | 0.00% | +176+18.4% | Added |
| RiverFront Investment Group, LLC | 1,123 | $269.0K | 0.01% | −287−20.4% | Reduced |
| Sabal Trust CO | 1,112 | $266.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,104 | $264.0K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $263.0K | 0.17% | −100−8.3% | Reduced |
| Greenleaf Trust | 1,090 | $261.0K | 0.00% | +1,090 | 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 |
| Ground Swell Capital, LLC | 1,062 | $254.0K | 1.38% | +1,062 | New |
| Burt Wealth Advisors | 1,043 | $250.0K | 0.09% | +1,043 | New |
| Endurance Wealth Management, Inc. | 1,040 | $249.0K | 0.03% | 00.0% | Unchanged |