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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BBVA USA | 694 | $176.0K | 0.01% | −56−7.5% | Reduced |
| Ellevest, Inc. | 775 | $196.0K | 0.02% | +117+17.8% | Added |
| Wall Street Access Asset Management, LLC | 790 | $200.0K | 0.09% | +790 | New |
| Shelton Capital Management | 794 | $201.0K | 0.01% | +794 | New |
| Institute for Wealth Management, LLC. | 795 | $201.0K | 0.04% | +795 | New |
| Citizens Financial Group Inc | 800 | $203.0K | 0.01% | +800 | New |
| Ipswich Investment Management Co., Inc. | 804 | $204.0K | 0.05% | +804 | New |
| BSW Wealth Partners | 812 | $206.0K | 0.06% | +812 | New |
| Johnson Investment Counsel Inc | 817 | $207.0K | 0.00% | +817 | New |
| Boston Trust Walden Corp | 816 | $207.0K | 0.00% | +816 | New |
| PFS Investments Inc. | 726 | $208.0K | 0.00% | +726 | New |
| Parkside Financial Bank & Trust | 834 | $211.0K | 0.06% | +7+0.8% | Added |
| Apollon Wealth Management, LLC | 833 | $211.0K | 0.03% | +833 | New |
| Wealth Advisory Solutions, LLC | 855 | $217.0K | 0.05% | −1−0.1% | Reduced |
| Venture Visionary Partners LLC | 861 | $218.0K | 0.02% | +9+1.1% | Added |
| Wealth Alliance | 876 | $222.0K | 0.05% | −14−1.6% | Reduced |
| Boston Private Wealth LLC | 874 | $222.0K | 0.00% | +874 | New |
| Bingham Osborn & Scarborough LLC | 878 | $223.0K | 0.02% | +13+1.5% | Added |
| Integrated Wealth Concepts LLC | 897 | $227.0K | 0.01% | −25−2.7% | Reduced |
| Heritage Wealth Management, LLC | 900 | $228.0K | 0.08% | +106+13.4% | Added |
| Northeast Investment Management | 904 | $229.0K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 905 | $230.0K | 0.10% | −74−7.6% | Reduced |
| Independent Advisor Alliance | 922 | $234.0K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 926 | $235.0K | 0.01% | −24−2.5% | Reduced |
| MPS Loria Financial Planners, LLC | 937 | $237.0K | 0.11% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 948 | $240.0K | 0.00% | −116,792−99.2% | Reduced |
| NorthRock Partners, LLC | 950 | $241.0K | 0.02% | +950 | New |
| Magnetar Financial LLC | 964 | $244.0K | 0.00% | +964 | New |
| Twin Tree Management, LP | 975 | $247.0K | 0.01% | +975 | New |
| Salem Investment Counselors Inc | 986 | $250.0K | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 985 | $250.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 988 | $250.0K | 0.02% | +36+3.8% | Added |
| Clarus Group, Inc. | 1,000 | $253.0K | 0.17% | 00.0% | Unchanged |
| Washington Trust Bank | 1,000 | $253.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,000 | $253.0K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,000 | $253.0K | 0.01% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $253.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 1,000 | $253.0K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,000 | $253.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,006 | $255.0K | 0.00% | +48+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,027 | $260.0K | 0.00% | −140−12.0% | Reduced |
| Bokf, NA | 1,026 | $260.0K | 0.00% | +1,026 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $263.0K | 0.00% | −412−28.5% | Reduced |
| Sargent Bickham Lagudis LLC | 1,036 | $263.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,043 | $264.0K | 0.03% | −472−31.2% | Reduced |
| Burt Wealth Advisors | 1,043 | $264.0K | 0.08% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,040 | $264.0K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,052 | $267.0K | 0.01% | −2,911−73.5% | Reduced |
| Busey Wealth Management | 1,058 | $268.0K | 0.01% | +1,058 | New |
| GSB Wealth Management, LLC | 1,069 | $271.0K | 0.14% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,070 | $271.0K | 0.06% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,079 | $273.0K | 0.04% | +161+17.5% | Added |
| Segall Bryant & Hamill, LLC | 1,075 | $273.0K | 0.00% | +1,075 | New |
| Gotham Asset Management, LLC | 1,089 | $276.0K | 0.01% | +1,089 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $279.0K | 0.18% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,104 | $280.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,108 | $281.0K | 0.00% | +218+24.5% | Added |
| Sabal Trust CO | 1,112 | $282.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,128 | $286.0K | 0.08% | −165−12.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,138 | $288.0K | 0.19% | +2+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,138 | $288.0K | 0.00% | +102+9.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,142 | $289.0K | 0.05% | +1,142 | New |
| Cannon Financial Strategists, Inc. | 1,166 | $295.5K | 0.11% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,189 | $301.0K | 0.02% | +189+18.9% | Added |
| DuPont Capital Management Corp | 1,196 | $303.0K | 0.01% | −1,159−49.2% | Reduced |
| Wendell David Associates Inc | 1,200 | $304.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,205 | $305.0K | 0.01% | −178−12.9% | Reduced |
| Whittier Trust Co | 1,212 | $307.0K | 0.01% | −165−12.0% | Reduced |
| Greenleaf Trust | 1,217 | $308.0K | 0.00% | +127+11.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,249 | $317.0K | 0.01% | +323+34.9% | Added |
| Siemens Fonds Invest GmbH | 1,270 | $322.0K | 0.02% | +1,270 | New |
| Fifth Third Bancorp | 1,281 | $325.0K | 0.00% | +150+13.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,289 | $327.0K | 0.02% | +60+4.9% | Added |
| Meeder Asset Management Inc | 1,295 | $328.0K | 0.02% | +740+133.3% | Added |
| Wetherby Asset Management Inc | 1,299 | $329.0K | 0.02% | −8−0.6% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $329.0K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,312 | $332.0K | 0.06% | +1,312 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,320 | $335.0K | 0.03% | −30−2.2% | Reduced |
| Alps Advisors Inc | 1,327 | $336.0K | 0.00% | −638−32.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,332 | $337.0K | 0.00% | −17−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,331 | $337.0K | 0.03% | +197+17.4% | Added |
| Occudo Quantitative Strategies LP | 1,333 | $338.0K | 0.04% | −378−22.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,340 | $339.0K | 0.00% | +310+30.1% | Added |
| Allstate Corp | 1,362 | $345.0K | 0.01% | −260−16.0% | Reduced |
| CWM Advisors, LLC | 1,364 | $346.0K | 0.04% | −9,194−87.1% | Reduced |
| Roundview Capital LLC | 1,365 | $346.0K | 0.04% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,364 | $346.0K | 0.00% | +99+7.8% | Added |
| Cerity Partners LLC | 1,365 | $346.0K | 0.01% | +131+10.6% | Added |
| Intercontinental Wealth Advisors, LLC | 1,373 | $348.0K | 0.08% | −202−12.8% | Reduced |
| Conning Inc. | 1,379 | $349.0K | 0.01% | −155−10.1% | Reduced |
| Bryn Mawr Trust Co | 1,383 | $350.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,395 | $354.0K | 0.00% | −1,717−55.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,400 | $355.0K | 0.01% | −3,050−68.5% | Reduced |
| Ci Investments Inc. | 1,400 | $355.0K | 0.00% | −10−0.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,400 | $355.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,406 | $356.0K | 0.01% | +167+13.5% | Added |
| Bridgewater Advisors Inc. | 1,432 | $363.0K | 0.10% | −2−0.1% | Reduced |
| SNS Financial Group, LLC | 1,453 | $368.0K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,450 | $368.0K | 0.01% | +272+23.1% | Added |
| Oxford Financial Group Ltd | 1,462 | $371.0K | 0.05% | 00.0% | Unchanged |