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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 98 | $24.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 96 | $24.0K | 0.02% | +50+108.7% | Added |
| Delta Asset Management LLC | 90 | $23.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 88 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 85 | $22.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 88 | $22.0K | 0.00% | +53+151.4% | Added |
| West Paces Advisors Inc. | 86 | $21.8K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 79 | $20.0K | 0.00% | −81−50.6% | Reduced |
| Counterpoint Mutual Funds LLC | 79 | $20.0K | 0.02% | +79 | New |
| Cedar Wealth Management, LLC | 76 | $19.0K | 0.01% | +76 | New |
| Farmers & Merchants Investments Inc | 67 | $17.0K | 0.00% | +3+4.7% | Added |
| Resolute Partners Group | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 56 | $14.0K | 0.00% | −8−12.5% | Reduced |
| SOA Wealth Advisors, LLC. | 59 | $14.0K | 0.00% | −1−1.7% | Reduced |
| Massmutual Trust Co FSB | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 51 | $13.0K | 0.00% | +23+82.1% | Added |
| Evoke Wealth, LLC | 46 | $11.0K | 0.00% | −15−24.6% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 36 | $9.00K | 0.00% | +9+33.3% | Added |
| Harbour Investments, Inc. | 35 | $9.00K | 0.00% | +13+59.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 33 | $8.00K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 33 | $8.00K | 0.00% | +16+94.1% | Added |
| Sutton Wealth Advisors Inc. | 31 | $7.86K | 0.00% | +1+3.3% | Added |
| Altshuler Shaham Ltd | 29 | $7.00K | 0.00% | −2−6.5% | Reduced |
| Exchange Traded Concepts, LLC | 27 | $7.00K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 27 | $7.00K | 0.00% | +27 | New |
| Patriot Financial Group Insurance Agency, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 20 | $5.00K | 0.00% | +20 | New |
| BerganKDV Wealth Management, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 17 | $4.00K | 0.00% | +17 | New |
| BDO Wealth Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 10 | $3.00K | 0.00% | +10 | New |
| Red Tortoise LLC | 16 | $3.00K | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 13 | $2.00K | 0.00% | −12−48.0% | Reduced |
| Harbor Investment Advisory, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Dark Forest Capital Management LP | 9 | $2.00K | 0.00% | +9 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −24,302−100.0% | Reduced |
| Private Capital Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $253 | 0.00% | – | New |
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −48,687−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −42,510−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −20,467−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,755−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −14,519−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,163−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,906−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −6,331−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,298−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −4,462−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |