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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 1,000 | $249.0K | 0.19% | +1,000 | New |
| 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 |
| Rockefeller Capital Management L.P. | 1,030 | $246.0K | 0.00% | +701+213.1% | Added |
| Pallas Capital Advisors LLC | 956 | $245.0K | 0.03% | +956 | 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 |
| Salem Investment Counselors Inc | 986 | $236.0K | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 985 | $236.0K | 0.01% | +985 | New |
| Fermata Advisors, LLC | 979 | $235.0K | 0.14% | +979 | New |
| Northwestern Mutual Wealth Management Co | 958 | $230.0K | 0.00% | +54+6.0% | Added |
| Bradley Foster & Sargent Inc | 950 | $228.0K | 0.01% | +950 | New |
| Clarius Group, LLC | 952 | $228.0K | 0.02% | +952 | New |
| MPS Loria Financial Planners, LLC | 937 | $224.0K | 0.10% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 926 | $222.0K | 0.00% | +376+68.4% | Added |
| Independent Advisor Alliance | 922 | $221.0K | 0.01% | −200−17.8% | Reduced |
| Integrated Wealth Concepts LLC | 922 | $221.0K | 0.01% | +922 | New |
| Qtron Investments LLC | 919 | $220.0K | 0.06% | +919 | New |
| Berman Capital Advisors, LLC | 918 | $219.0K | 0.03% | +114+14.2% | Added |
| Northeast Investment Management | 904 | $217.0K | 0.01% | +904 | New |
| Federated Hermes, Inc. | 890 | $213.0K | 0.00% | −96−9.7% | Reduced |
| Wealth Alliance | 890 | $213.0K | 0.05% | +890 | New |
| Bingham Osborn & Scarborough LLC | 865 | $207.0K | 0.01% | +865 | New |
| Wealth Advisory Solutions, LLC | 856 | $205.0K | 0.05% | +856 | New |
| Venture Visionary Partners LLC | 852 | $204.0K | 0.02% | +852 | New |
| Allred Capital Management, LLC | 850 | $203.0K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 827 | $198.0K | 0.06% | +16+2.0% | Added |
| Heritage Wealth Management, LLC | 794 | $190.0K | 0.07% | +234+41.8% | Added |
| BBVA USA | 750 | $180.0K | 0.01% | +750 | New |
| First Manhattan Co | 693 | $165.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 658 | $158.0K | 0.02% | +579+732.9% | Added |
| Caldwell Trust Co | 606 | $145.1K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 555 | $133.0K | 0.01% | +27+5.1% | Added |
| Pflug Koory, LLC | 485 | $116.0K | 0.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 475 | $114.0K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 470 | $113.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 450 | $108.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 425 | $102.0K | 0.05% | +1+0.2% | Added |
| Tobam | 414 | $99.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 399 | $95.0K | 0.00% | +34+9.3% | Added |
| Parallel Advisors, LLC | 346 | $83.0K | 0.00% | +113+48.5% | Added |
| NuWave Investment Management, LLC | 343 | $82.0K | 0.09% | +343 | New |
| Piscataqua Savings Bank | 337 | $81.0K | 0.07% | −38−10.1% | Reduced |
| Compagnie Lombard Odier SCmA | 330 | $79.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 311 | $74.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 307 | $73.0K | 0.00% | +7+2.3% | Added |
| FORA Capital, LLC | 290 | $69.0K | 0.01% | −1,705−85.5% | Reduced |
| Versant Capital Management, Inc | 282 | $68.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 280 | $67.0K | 0.01% | +35+14.3% | Added |
| Quadrant Capital Group LLC | 253 | $61.0K | 0.01% | +28+12.4% | Added |
| Trust Co of Vermont | 200 | $48.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 193 | $46.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 160 | $38.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 156 | $37.0K | 0.01% | +40+34.5% | Added |
| Zions Bancorporation, N.A. | 141 | $34.0K | 0.00% | −49−25.8% | Reduced |
| Glen Eagle Advisors, LLC | 141 | $33.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 136 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 125 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 124 | $29.7K | 0.00% | +20+19.2% | Added |
| AdvisorNet Financial, Inc | 122 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 120 | $29.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Benjamin Edwards Inc | 108 | $26.0K | 0.02% | +108 | New |
| Raffa Wealth Management, LLC | 107 | $25.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Delta Asset Management LLC | 90 | $22.0K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 90 | $22.0K | 0.01% | +90 | New |
| Creative Financial Designs Inc | 88 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 86 | $20.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $20.0K | 0.00% | −239−74.5% | Reduced |
| Proequities, Inc. | 85 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 78 | $19.0K | 0.00% | +8+11.4% | Added |
| First Horizon Corp | 71 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Resolute Partners Group | 58 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 60 | $14.0K | 0.00% | +19+46.3% | Added |
| McIlrath & Eck, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $13.0K | 0.00% | +25+89.3% | 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 |
| Wolff Wiese Magana LLC | 46 | $11.0K | 0.01% | +27+142.1% | Added |
| Rocky Mountain Advisers, LLC | 42 | $10.0K | 0.01% | 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 |