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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, Q3 2021

Institutional positions in Equifax Inc as of Sep 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
660
+34 vs. Q2 2021
Shares held
112.0M
+1.10M (+1.0%) vs. Q2 2021
Total value
$28.4B
+$1.82B (+6.9%) vs. Q2 2021
New holders
73
226 more added
Sold out
39
210 more reduced

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 660 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ3 2021: $28.4B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2021.

Institutions holding EFX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC1$00.00%00.0%Unchanged
WestEnd Advisors, LLC–$2530.00%–New
PEAK6 Investments LLC3$1.00K0.00%−24,302−100.0%Reduced
Private Capital Group, LLC3$1.00K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.4$1.00K0.00%+4New
TD Ameritrade Investment Management, LLC13$2.00K0.00%−12−48.0%Reduced
Harbor Investment Advisory, LLC9$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$2.00K0.00%00.0%Unchanged
TFC Financial Management6$2.00K0.00%00.0%Unchanged
Cordant, Inc.8$2.00K0.00%+8New
Dark Forest Capital Management LP9$2.00K0.00%+9New
Atlas Capital Advisors LLC9$2.28K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC12$3.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP10$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.10$3.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC10$3.00K0.00%+10New
MCF Advisors LLC10$3.00K0.00%+10New
Red Tortoise LLC16$3.00K0.00%+16New
BerganKDV Wealth Management, LLC16$4.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC17$4.00K0.00%+17New
Column Capital Advisors, LLC21$5.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC19$5.00K0.00%00.0%Unchanged
Logan Capital Management Inc18$5.00K0.00%00.0%Unchanged
Kowal Investment Group, LLC20$5.00K0.00%+20New
Patriot Financial Group Insurance Agency, LLC25$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.22$6.00K0.00%00.0%Unchanged
Altshuler Shaham Ltd29$7.00K0.00%−2−6.5%Reduced
Exchange Traded Concepts, LLC27$7.00K0.00%+27New
Bell Investment Advisors, Inc27$7.00K0.00%+27New
Sutton Wealth Advisors Inc.31$7.86K0.00%+1+3.3%Added
Thomas J. Herzfeld Advisors, Inc.32$8.00K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.33$8.00K0.01%00.0%Unchanged
Brown Brothers Harriman & Co30$8.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC33$8.00K0.00%+16+94.1%Added
TCI Wealth Advisors, Inc.36$9.00K0.00%+9+33.3%Added
Harbour Investments, Inc.35$9.00K0.00%+13+59.1%Added
Evoke Wealth, LLC46$11.0K0.00%−15−24.6%Reduced
Rocky Mountain Advisers, LLC42$11.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB53$13.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC53$13.0K0.00%00.0%Unchanged
Earnest Partners LLC51$13.0K0.00%00.0%Unchanged
Asset Dedication, LLC51$13.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors51$13.0K0.00%00.0%Unchanged
NEXT Financial Group, Inc51$13.0K0.00%+23+82.1%Added
Global Retirement Partners, LLC56$14.0K0.00%−8−12.5%Reduced
SOA Wealth Advisors, LLC.59$14.0K0.00%−1−1.7%Reduced
Resolute Partners Group58$15.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc67$17.0K0.00%+3+4.7%Added
Cedar Wealth Management, LLC76$19.0K0.01%+76New
Fred Alger Management, LLC79$20.0K0.00%−81−50.6%Reduced
Counterpoint Mutual Funds LLC79$20.0K0.02%+79New
West Paces Advisors Inc.86$21.8K0.01%00.0%Unchanged
Creative Financial Designs Inc88$22.0K0.00%00.0%Unchanged
Proequities, Inc.85$22.0K0.00%00.0%Unchanged
Assetmark, Inc88$22.0K0.00%+53+151.4%Added
Delta Asset Management LLC90$23.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.98$24.0K0.02%00.0%Unchanged
Wolff Wiese Magana LLC96$24.0K0.02%+50+108.7%Added
Optimum Investment Advisors100$25.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.100$25.0K0.01%00.0%Unchanged
IFP Advisors, Inc99$26.0K0.00%+5+5.3%Added
Benjamin Edwards Inc108$27.0K0.02%00.0%Unchanged
Spire Wealth Management106$27.0K0.00%+24+29.3%Added
First Horizon Advisors, Inc.105$27.0K0.00%+71+208.8%Added
Raffa Wealth Management, LLC109$27.6K0.01%+2+1.9%Added
Lindbrook Capital, LLC109$28.0K0.01%+11+11.2%Added
Leonteq Securities AG115$29.1K0.00%+115New
Tarbox Family Office, Inc.120$30.0K0.01%00.0%Unchanged
Gemmer Asset Management LLC118$30.0K0.00%+3+2.6%Added
Liberty Wealth Management LLC113$30.0K0.01%+106+1,514.3%Added
Whittier Trust Co of Nevada Inc125$32.0K0.00%00.0%Unchanged
MV Capital Management, Inc.132$33.0K0.01%+14+11.9%Added
Smithfield Trust Co136$34.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC141$35.8K0.01%00.0%Unchanged
Zions Bancorporation, N.A.142$36.0K0.00%+1+0.7%Added
American Portfolios Advisors155$39.3K0.00%+31+25.0%Added
Jones Financial Companies LLLP193$49.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd205$51.0K0.01%+205New
Jackson Wealth Management, LLC11,201$52.0K0.63%+11,201New
Versant Capital Management, Inc274$69.0K0.02%−8−2.8%Reduced
Glassman Wealth Services288$73.0K0.02%+8+2.9%Added
Quadrant Capital Group LLC290$73.0K0.01%+37+14.6%Added
Carroll Financial Associates, Inc.307$77.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC311$78.0K0.02%00.0%Unchanged
Koshinski Asset Management, Inc.323$81.9K0.01%+323New
Compagnie Lombard Odier SCmA330$84.0K0.00%00.0%Unchanged
Piscataqua Savings Bank337$85.0K0.07%00.0%Unchanged
Alpha Paradigm Partners, LLC398$101.0K0.04%+398New
Tobam414$105.0K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.425$108.0K0.06%00.0%Unchanged
Penserra Capital Management LLC439$111.0K0.00%+40+10.0%Added
Clearstead Advisors, LLC440$112.0K0.01%+362+464.1%Added
NVWM, LLC450$114.0K0.04%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.475$120.0K0.02%00.0%Unchanged
Pflug Koory, LLC485$123.0K0.07%00.0%Unchanged
Parallel Advisors, LLC513$130.0K0.01%+167+48.3%Added
Caldwell Trust Co606$153.6K0.02%00.0%Unchanged
Neo Ivy Capital Management973$167.0K0.19%+973New
First Manhattan Co693$175.0K0.00%00.0%Unchanged