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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.

Q4 2021 vs. Q3 2021

How the institutions holding Equifax Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of EFX: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders66012696+48
Shares112.0M48.9K111.8M−153.8K (−0.1%)
Value$28.4B$12.4M$32.7B+$4.34B (+15.3%)

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Equifax Inc at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to EFX in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC277,710$81.3M0.09%
Point72 Asset Management, L.P.128,100$37.5M0.17%
Dundas Partners LLP74,591$17.0M2.11%
Healthcare of Ontario Pension Plan Trust Fund47,200$13.8M0.03%
Goodman Advisory Group, LLC30,393$8.90M3.00%
Yousif Capital Management, LLC23,420$6.86M0.07%
Bridgewater Associates, LP14,896$4.36M0.03%
Patton Fund Management, Inc.13,775$4.03M1.22%
National Bank of Canada9,968$2.90M0.01%
Full18 Capital LLC6,647$1.84M0.78%
HB Wealth Management, LLC5,798$1.70M0.03%
Syntal Capital Partners, LLC5,227$1.53M0.66%
Sonen Capital LLC5,095$1.49M1.44%
USA Financial Portformulas Corp4,769$1.40M1.20%
B. Metzler seel. Sohn & Co. AG4,440$1.29M0.02%
Connectus Wealth, LLC4,037$1.18M0.05%
Paloma Partners Management Co3,620$1.06M0.03%
Axxcess Wealth Management, LLC3,062$897.0K0.07%
Point72 Hong Kong Ltd2,995$877.0K0.07%
Laurel Wealth Advisors, Inc.2,911$852.0K0.07%
Two Sigma Securities, LLC2,903$850.0K0.17%
AGF Investments LLC2,816$824.0K0.07%
Metatron Capital SICAV plc2,600$761.2K0.72%
Everence Capital Management Inc2,580$755.0K0.06%
Cetera Advisor Networks LLC2,261$662.0K0.01%
Pendal Group Limited1,977$579.0K0.00%
One Capital Management, LLC1,900$556.0K0.04%
Washington Trust Advisors, Inc.1,878$550.0K0.04%
Ergoteles LLC1,765$517.0K0.02%
Sawtooth Solutions, LLC1,590$466.0K0.05%
AIA Group Ltd1,453$425.0K0.02%
Modera Wealth Management, LLC1,448$424.0K0.02%
EverSource Wealth Advisors, LLC1,434$420.0K0.12%
Verition Fund Management LLC1,411$413.0K0.01%
Aigen Investment Management, LP1,260$350.0K0.02%
Edgestream Partners, L.P.1,108$324.0K0.02%
Financial Advisory Corp1,089$319.0K0.15%
Hennion & Walsh Asset Management, Inc.1,076$315.0K0.02%
Coldstream Capital Management Inc1,068$313.0K0.01%
Metis Global Partners, LLC1,064$312.0K0.09%
XTX Topco Ltd1,029$301.0K0.17%
Jump Financial, LLC966$283.0K0.02%
CAPROCK Group, Inc.925$271.0K0.02%
Mitchell & Pahl Private Wealth, LLC859$252.0K0.16%
Apeiron RIA LLC850$249.0K0.10%
MBB Public Markets I LLC841$246.0K0.00%
Engine No. 1 LLC836$245.0K0.05%
Titus Wealth Management826$242.0K0.11%
Presidio Capital Management, LLC826$242.0K0.21%
Kestra Private Wealth Services, LLC771$226.0K0.01%
Hancock Whitney Investment Services Inc.771$225.0K0.04%
Puzo Michael J750$220.0K0.06%
Allred Capital Management, LLC750$219.0K0.11%
Graham Capital Management, L.P.741$216.0K0.01%
Ballast Advisors LLC725$212.0K0.08%
Capital Counsel LLC700$205.0K0.01%
Machina Capital S.A.S.700$205.0K0.49%
JSF Financial, LLC699$205.0K0.10%
GraniteShares Advisors LLC611$178.0K0.08%
Umb Bank N A510$150.0K0.00%
Cambridge Trust Co478$140.0K0.00%
JFS Wealth Advisors, LLC340$100.0K0.01%
Tyler-Stone Wealth Management255$75.0K0.04%
City State Bank250$73.0K0.04%
TD Waterhouse Canada Inc.238$68.0K0.00%
CWM, LLC232$68.0K0.00%
Covestor Ltd212$62.0K0.09%
Investmark Advisory Group LLC213$62.0K0.06%
Castleview Partners, LLC17,567$60.0K0.00%
Trust Co of Vermont200$59.0K0.00%
Concord Wealth Partners147$43.0K0.01%
CVA Family Office, LLC125$37.0K0.01%
Addison Advisors LLC115$34.0K0.02%
Signet Financial Management, LLC112$33.0K0.00%
Equitec Proprietary Markets, LLC100$29.0K0.02%
Econ Financial Services Corp50$15.0K0.01%
Valley National Advisers Inc44$13.0K0.00%
Amplius Wealth Advisors, LLC43$12.0K0.00%
Tucker Asset Management LLC28$8.16K0.00%
Arlington Partners LLC28$8.00K0.00%
Zullo Investment Group, Inc.27$8.00K0.00%
Optiver Holding B.V.19$6.00K0.00%
Snowden Capital Advisors LLC22$6.00K0.00%
AlphaMark Advisors, LLC18$5.00K0.00%
Plante Moran Financial Advisors, LLC18$5.00K0.00%
Schubert & Co13$4.00K0.00%
Lazard Asset Management LLC13$3.00K0.00%
AdvisorNet Financial, Inc10$3.00K0.00%
Lenox Wealth Advisors, LLC6$2.00K0.00%
Core Alternative Capital7$2.00K0.00%
Sierra Capital LLC6$2.00K0.00%
Eagle Bay Advisors LLC6$2.00K0.00%
Western Pacific Wealth Management, LP7$2.00K0.00%
SRS Capital Advisors, Inc.5$1.00K0.00%
Surevest, LLC3$1.00K0.00%
Capital Advisors, Ltd. LLC3$1.00K0.00%
Stonebridge Capital Advisors LLC4$1.00K0.00%
Mark Sheptoff Financial Planning, LLC3$1.00K0.00%
Cassady Schiller Wealth Management, LLC4$1.00K0.00%
Confluence Wealth Services, Inc.5$1.00K0.00%

Sold out (52)

Institutions that held Equifax Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of EFX in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Balyasny Asset Management LLC102,760$26.0M
Blueshift Asset Management, LLC30,058$7.62M
Twinbeech Capital LP29,580$7.50M
AMP Capital Investors Ltd28,220$7.15M
Brown Advisory Securities, LLC26,148$6.63M
Capital Fund Management S.A.26,052$6.60M
ExodusPoint Capital Management, LP24,698$6.26M
Duality Advisers, LP23,545$5.97M
Polar Capital Holdings Plc19,658$4.98M
NN Investment Partners Holdings N.V.17,001$4.31M
Schonfeld Strategic Advisors LLC13,100$3.32M
Connor, Clark & Lunn Investment Management Ltd.12,837$3.25M
Capstone Investment Advisors, LLC9,358$2.37M
Wolverine Trading, LLC9,241$2.37M
Mirae Asset Global Investments Co., Ltd.6,784$1.72M
Seven Eight Capital, LP6,600$1.67M
Kovitz Investment Group Partners, LLC6,000$1.52M
PCJ Investment Counsel Ltd.5,000$1.27M
Jupiter Asset Management Ltd4,883$1.24M
Advus Financial Partners, LLC2,966$868.4K
Nomura Holdings Inc3,005$770.0K
Dynamic Technology Lab Private Ltd2,955$749.0K
Virtu Financial LLC2,774$703.0K
NuWave Investment Management, LLC2,141$543.0K
Teza Capital Management LLC1,861$472.0K
Jackson Creek Investment Advisors LLC1,576$399.0K
Personal Capital Advisors Corp1,511$383.0K
Occudo Quantitative Strategies LP1,333$338.0K
Meeder Asset Management Inc1,295$328.0K
Y-Intercept (Hong Kong) Ltd1,142$289.0K
Gotham Asset Management, LLC1,089$276.0K
Prelude Capital Management, LLC1,052$267.0K
Magnetar Financial LLC964$244.0K
Bingham Osborn & Scarborough LLC878$223.0K
Boston Private Wealth LLC874$222.0K
Wall Street Access Asset Management, LLC790$200.0K
Neo Ivy Capital Management973$167.0K
Liberty Wealth Management LLC113$30.0K
Counterpoint Mutual Funds LLC79$20.0K
Resolute Partners Group58$15.0K
Global Retirement Partners, LLC56$14.0K
Asset Dedication, LLC51$13.0K
Arkadios Wealth Advisors51$13.0K
Evolution Wealth Advisors, LLC19$5.00K
Kowal Investment Group, LLC20$5.00K
Meridian Wealth Partners, LLC17$4.00K
Loring Wolcott & Coolidge Fiduciary Advisors LLP10$3.00K
Cranbrook Wealth Management, LLC10$3.00K
MCF Advisors LLC10$3.00K
Red Tortoise LLC16$3.00K
Cordant, Inc.8$2.00K
D'Orazio & Associates, Inc.4$1.00K

Not filed for Q4 2021 yet (12)

Institutions that held Equifax Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EFX in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.14,090$3.57M
Farr Miller & Washington LLC8,180$2.07M
HighPoint Advisor Group LLC5,087$1.29M
Homrich & Berg4,607$1.17M
B. Metzler seel. Sohn & Co. Holding AG4,589$1.16M
NorthCoast Asset Management LLC4,032$1.02M
World Asset Management Inc2,532$642.0K
Optimal Asset Management, Inc.2,303$584.0K
Berman Capital Advisors, LLC1,079$273.0K
Heritage Wealth Management, LLC900$228.0K
Wealth Advisory Solutions, LLC855$217.0K
BBVA USA694$176.0K