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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,138 | $288.0K | 0.00% | +102+9.8% | Added |
| Sentry Investment Management LLC | 1,128 | $286.0K | 0.08% | −165−12.8% | Reduced |
| Sabal Trust CO | 1,112 | $282.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,108 | $281.0K | 0.00% | +218+24.5% | Added |
| Main Street Financial Solutions, LLC | 1,104 | $280.0K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $279.0K | 0.18% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,089 | $276.0K | 0.01% | +1,089 | New |
| 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 |
| 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 |
| Busey Wealth Management | 1,058 | $268.0K | 0.01% | +1,058 | New |
| Prelude Capital Management, LLC | 1,052 | $267.0K | 0.01% | −2,911−73.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Northwestern Mutual Wealth Management Co | 1,006 | $255.0K | 0.00% | +48+5.0% | 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 |
| 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 |
| Twin Tree Management, LP | 975 | $247.0K | 0.01% | +975 | New |
| Magnetar Financial LLC | 964 | $244.0K | 0.00% | +964 | New |
| NorthRock Partners, LLC | 950 | $241.0K | 0.02% | +950 | New |
| D. E. Shaw & Co., Inc. | 948 | $240.0K | 0.00% | −116,792−99.2% | Reduced |
| MPS Loria Financial Planners, LLC | 937 | $237.0K | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 926 | $235.0K | 0.01% | −24−2.5% | Reduced |
| Independent Advisor Alliance | 922 | $234.0K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 905 | $230.0K | 0.10% | −74−7.6% | Reduced |
| Northeast Investment Management | 904 | $229.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 900 | $228.0K | 0.08% | +106+13.4% | Added |
| Integrated Wealth Concepts LLC | 897 | $227.0K | 0.01% | −25−2.7% | Reduced |
| Bingham Osborn & Scarborough LLC | 878 | $223.0K | 0.02% | +13+1.5% | Added |
| Wealth Alliance | 876 | $222.0K | 0.05% | −14−1.6% | Reduced |
| Boston Private Wealth LLC | 874 | $222.0K | 0.00% | +874 | New |
| Venture Visionary Partners LLC | 861 | $218.0K | 0.02% | +9+1.1% | Added |
| Wealth Advisory Solutions, LLC | 855 | $217.0K | 0.05% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 834 | $211.0K | 0.06% | +7+0.8% | Added |
| Apollon Wealth Management, LLC | 833 | $211.0K | 0.03% | +833 | New |
| PFS Investments Inc. | 726 | $208.0K | 0.00% | +726 | New |
| Johnson Investment Counsel Inc | 817 | $207.0K | 0.00% | +817 | New |
| Boston Trust Walden Corp | 816 | $207.0K | 0.00% | +816 | New |
| BSW Wealth Partners | 812 | $206.0K | 0.06% | +812 | New |
| Ipswich Investment Management Co., Inc. | 804 | $204.0K | 0.05% | +804 | New |
| Citizens Financial Group Inc | 800 | $203.0K | 0.01% | +800 | New |
| Shelton Capital Management | 794 | $201.0K | 0.01% | +794 | New |
| Institute for Wealth Management, LLC. | 795 | $201.0K | 0.04% | +795 | New |
| Wall Street Access Asset Management, LLC | 790 | $200.0K | 0.09% | +790 | New |
| Ellevest, Inc. | 775 | $196.0K | 0.02% | +117+17.8% | Added |
| BBVA USA | 694 | $176.0K | 0.01% | −56−7.5% | Reduced |
| First Manhattan Co | 693 | $175.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 973 | $167.0K | 0.19% | +973 | New |
| Caldwell Trust Co | 606 | $153.6K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 513 | $130.0K | 0.01% | +167+48.3% | Added |
| Pflug Koory, LLC | 485 | $123.0K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 475 | $120.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 450 | $114.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 440 | $112.0K | 0.01% | +362+464.1% | Added |
| Penserra Capital Management LLC | 439 | $111.0K | 0.00% | +40+10.0% | Added |
| Lloyd Advisory Services, LLC. | 425 | $108.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 414 | $105.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 398 | $101.0K | 0.04% | +398 | New |
| Piscataqua Savings Bank | 337 | $85.0K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 330 | $84.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 323 | $81.9K | 0.01% | +323 | New |
| Ellis Investment Partners, LLC | 311 | $78.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 307 | $77.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 288 | $73.0K | 0.02% | +8+2.9% | Added |
| Quadrant Capital Group LLC | 290 | $73.0K | 0.01% | +37+14.6% | Added |
| Versant Capital Management, Inc | 274 | $69.0K | 0.02% | −8−2.8% | Reduced |
| Jackson Wealth Management, LLC | 11,201 | $52.0K | 0.63% | +11,201 | New |
| Harvest Fund Management Co., Ltd | 205 | $51.0K | 0.01% | +205 | New |
| Jones Financial Companies LLLP | 193 | $49.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 155 | $39.3K | 0.00% | +31+25.0% | Added |
| Zions Bancorporation, N.A. | 142 | $36.0K | 0.00% | +1+0.7% | Added |
| Glen Eagle Advisors, LLC | 141 | $35.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 136 | $34.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 132 | $33.0K | 0.01% | +14+11.9% | Added |
| Whittier Trust Co of Nevada Inc | 125 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 120 | $30.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 118 | $30.0K | 0.00% | +3+2.6% | Added |
| Liberty Wealth Management LLC | 113 | $30.0K | 0.01% | +106+1,514.3% | Added |
| Leonteq Securities AG | 115 | $29.1K | 0.00% | +115 | New |
| Lindbrook Capital, LLC | 109 | $28.0K | 0.01% | +11+11.2% | Added |
| Raffa Wealth Management, LLC | 109 | $27.6K | 0.01% | +2+1.9% | Added |
| Benjamin Edwards Inc | 108 | $27.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $27.0K | 0.00% | +24+29.3% | Added |
| First Horizon Advisors, Inc. | 105 | $27.0K | 0.00% | +71+208.8% | Added |
| IFP Advisors, Inc | 99 | $26.0K | 0.00% | +5+5.3% | Added |
| Optimum Investment Advisors | 100 | $25.0K | 0.01% | 00.0% | Unchanged |