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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 2,643 | $670.0K | 0.00% | +1,440+119.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,619 | $664.0K | 0.00% | −141−5.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,599 | $659.0K | 0.06% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,580 | $654.0K | 0.22% | +295+12.9% | Added |
| Brewin Dolphin Ltd | 2,570 | $651.3K | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 2,559 | $649.0K | 0.01% | +23+0.9% | Added |
| Allworth Financial LP | 2,549 | $646.0K | 0.01% | +49+2.0% | Added |
| World Asset Management Inc | 2,532 | $642.0K | 0.06% | −273−9.7% | Reduced |
| Private Trust Co NA | 2,525 | $640.0K | 0.09% | −124−4.7% | Reduced |
| Brighton Jones LLC | 2,515 | $637.0K | 0.03% | +19+0.8% | Added |
| Doheny Asset Management | 2,500 | $634.0K | 0.45% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,451 | $621.0K | 0.01% | −13−0.5% | Reduced |
| AQR Capital Management LLC | 2,407 | $610.0K | 0.00% | +2,407 | New |
| Janney Capital Management LLC | 2,400 | $608.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,520 | $607.0K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,333 | $591.0K | 0.51% | +20+0.9% | Added |
| Vontobel Holding Ltd. | 2,334 | $591.0K | 0.01% | +336+16.8% | Added |
| Optimal Asset Management, Inc. | 2,303 | $584.0K | 0.07% | +2+0.1% | Added |
| Davenport & Co LLC | 2,268 | $575.0K | 0.00% | +286+14.4% | Added |
| Keybank National Association | 2,257 | $572.0K | 0.00% | +114+5.3% | Added |
| Bayesian Capital Management, LP | 2,186 | $554.0K | 0.16% | +2,186 | New |
| Huntington National Bank | 2,176 | $551.0K | 0.01% | −82−3.6% | Reduced |
| Manchester Capital Management LLC | 2,150 | $545.0K | 0.07% | −43−2.0% | Reduced |
| NuWave Investment Management, LLC | 2,141 | $543.0K | 0.62% | +1,798+524.2% | Added |
| IndexIQ Advisors LLC | 2,103 | $533.0K | 0.02% | +89+4.4% | Added |
| Sanders Morris Harris LLC | 2,100 | $532.0K | 0.10% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 2,100 | $532.0K | 0.07% | +2,100 | New |
| Ancora Advisors, LLC | 2,073 | $525.0K | 0.01% | 00.0% | Unchanged |
| Partners Group Holding AG | 2,073 | $525.0K | 0.04% | +2,073 | New |
| Vident Investment Advisory, LLC | 2,043 | $517.0K | 0.02% | −605−22.8% | Reduced |
| Horizon Investments, LLC | 2,025 | $513.0K | 0.02% | +2,025 | New |
| Bragg Financial Advisors, Inc | 2,020 | $512.0K | 0.03% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,971 | $499.0K | 0.23% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,861 | $472.0K | 0.23% | −8,946−82.8% | Reduced |
| CIBC World Markets Inc. | 1,850 | $469.0K | 0.00% | −230−11.1% | Reduced |
| Peapack Gladstone Financial Corp | 1,843 | $467.0K | 0.01% | +4+0.2% | Added |
| Exchange Capital Management, Inc. | 1,840 | $466.0K | 0.09% | +1,840 | New |
| Shapiro Capital Management LLC | 1,800 | $456.0K | 0.01% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,799 | $455.9K | 0.45% | 00.0% | Unchanged |
| Vestcor Inc | 1,793 | $454.0K | 0.02% | −250−12.2% | Reduced |
| Ieq Capital, LLC | 1,774 | $450.0K | 0.01% | +480+37.1% | Added |
| Symmetry Partners, LLC | 1,725 | $446.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,741 | $441.0K | 0.01% | +10+0.6% | Added |
| HM Payson & Co | 1,735 | $440.0K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,731 | $439.0K | 0.02% | −10−0.6% | Reduced |
| Rafferty Asset Management, LLC | 1,721 | $436.0K | 0.00% | −822−32.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,720 | $436.0K | 0.01% | −201−10.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,663 | $421.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,650 | $418.0K | 0.11% | 00.0% | Unchanged |
| Pitcairn Co | 1,617 | $409.0K | 0.03% | −26−1.6% | Reduced |
| Trust Co of Virginia | 1,600 | $405.0K | 0.04% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,583 | $401.0K | 0.23% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,576 | $399.0K | 0.15% | −57−3.5% | Reduced |
| MD Financial Management Inc. | 1,547 | $392.0K | 0.01% | +278+21.9% | Added |
| Empirical Finance, LLC | 1,527 | $387.0K | 0.06% | +89+6.2% | Added |
| Personal Capital Advisors Corp | 1,511 | $383.0K | 0.00% | +30+2.0% | Added |
| Park Avenue Securities LLC | 1,499 | $380.0K | 0.01% | +127+9.3% | Added |
| Alberta Investment Management Corp | 1,500 | $380.0K | 0.00% | +1,500 | New |
| Quantinno Capital Management LP | 1,497 | $379.0K | 0.42% | +22+1.5% | Added |
| Cetera Investment Advisers | 1,480 | $375.0K | 0.01% | −1,402−48.6% | Reduced |
| Oxford Financial Group Ltd | 1,462 | $371.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Bridgewater Advisors Inc. | 1,432 | $363.0K | 0.10% | −2−0.1% | Reduced |
| MAI Capital Management | 1,406 | $356.0K | 0.01% | +167+13.5% | Added |
| 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 |
| Cresset Asset Management, LLC | 1,395 | $354.0K | 0.00% | −1,717−55.2% | Reduced |
| Bryn Mawr Trust Co | 1,383 | $350.0K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 1,379 | $349.0K | 0.01% | −155−10.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,373 | $348.0K | 0.08% | −202−12.8% | 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 |
| Allstate Corp | 1,362 | $345.0K | 0.01% | −260−16.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,340 | $339.0K | 0.00% | +310+30.1% | Added |
| Occudo Quantitative Strategies LP | 1,333 | $338.0K | 0.04% | −378−22.1% | 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 |
| Alps Advisors Inc | 1,327 | $336.0K | 0.00% | −638−32.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,320 | $335.0K | 0.03% | −30−2.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,312 | $332.0K | 0.06% | +1,312 | New |
| 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 |
| Meeder Asset Management Inc | 1,295 | $328.0K | 0.02% | +740+133.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,289 | $327.0K | 0.02% | +60+4.9% | Added |
| Fifth Third Bancorp | 1,281 | $325.0K | 0.00% | +150+13.3% | Added |
| Siemens Fonds Invest GmbH | 1,270 | $322.0K | 0.02% | +1,270 | New |
| O'Shaughnessy Asset Management, LLC | 1,249 | $317.0K | 0.01% | +323+34.9% | Added |
| Greenleaf Trust | 1,217 | $308.0K | 0.00% | +127+11.7% | Added |
| Whittier Trust Co | 1,212 | $307.0K | 0.01% | −165−12.0% | Reduced |
| MUFG Americas Holdings Corp | 1,205 | $305.0K | 0.01% | −178−12.9% | Reduced |
| Wendell David Associates Inc | 1,200 | $304.0K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,196 | $303.0K | 0.01% | −1,159−49.2% | Reduced |
| Edge Capital Group, LLC | 1,189 | $301.0K | 0.02% | +189+18.9% | Added |
| Cannon Financial Strategists, Inc. | 1,166 | $295.5K | 0.11% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,142 | $289.0K | 0.05% | +1,142 | New |
| Cherry Creek Investment Advisors, Inc. | 1,138 | $288.0K | 0.19% | +2+0.2% | Added |