Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Equifax Inc as of Dec 31, 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
696
+49 vs. Q3 2021
Shares held
111.8M
−150.8K (−0.1%) vs. Q3 2021
Total value
$32.7B
+$4.34B (+15.3%) vs. Q3 2021
New holders
100
260 more added
Sold out
51
198 more reduced

13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 696 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ4 2021: $32.7B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2021.

Institutions holding EFX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC1$00.00%00.0%Unchanged
WestEnd Advisors, LLC1$2920.00%––
Private Capital Group, LLC3$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.5$1.00K0.00%+5New
Surevest, LLC3$1.00K0.00%+3New
Capital Advisors, Ltd. LLC3$1.00K0.00%+3New
Stonebridge Capital Advisors LLC4$1.00K0.00%+4New
Mark Sheptoff Financial Planning, LLC3$1.00K0.00%+3New
Cassady Schiller Wealth Management, LLC4$1.00K0.00%+4New
Confluence Wealth Services, Inc.5$1.00K0.00%+5New
Prestige Wealth Management Group LLC7$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$2.00K0.00%00.0%Unchanged
TFC Financial Management6$2.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC6$2.00K0.00%+6New
Core Alternative Capital7$2.00K0.00%+7New
Sierra Capital LLC6$2.00K0.00%+6New
Eagle Bay Advisors LLC6$2.00K0.00%+6New
Western Pacific Wealth Management, LP7$2.00K0.00%+7New
Atlas Capital Advisors LLC9$2.63K0.00%00.0%Unchanged
Pacifica Partners Inc.10$3.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC9$3.00K0.00%00.0%Unchanged
Lazard Asset Management LLC13$3.00K0.00%+13New
AdvisorNet Financial, Inc10$3.00K0.00%+10New
BDO Wealth Advisors, LLC12$4.00K0.00%00.0%Unchanged
Schubert & Co13$4.00K0.00%+13New
Logan Capital Management Inc18$5.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC16$5.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC18$5.00K0.00%+18New
Plante Moran Financial Advisors, LLC18$5.00K0.00%+18New
Column Capital Advisors, LLC22$6.00K0.00%+1+4.8%Added
Optiver Holding B.V.19$6.00K0.00%+19New
Snowden Capital Advisors LLC22$6.00K0.00%+22New
Altshuler Shaham Ltd25$7.00K0.00%−4−13.8%Reduced
Patriot Financial Group Insurance Agency, LLC25$7.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC26$8.00K0.00%−1−3.7%Reduced
Financial Management Professionals, Inc.27$8.00K0.00%+5+22.7%Added
Arlington Partners LLC28$8.00K0.00%+28New
Zullo Investment Group, Inc.27$8.00K0.00%+27New
Tucker Asset Management LLC28$8.16K0.00%+28New
Brown Brothers Harriman & Co30$9.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.31$9.08K0.00%00.0%Unchanged
NEXT Financial Group, Inc34$10.0K0.00%−17−33.3%Reduced
Stuart Chaussee & Associates, Inc.33$10.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc33$10.0K0.00%+6+22.2%Added
Thomas J. Herzfeld Advisors, Inc.36$11.0K0.00%+4+12.5%Added
TD Ameritrade Investment Management, LLC37$11.0K0.00%+24+184.6%Added
Rocky Mountain Advisers, LLC42$12.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.42$12.0K0.00%+6+16.7%Added
Amplius Wealth Advisors, LLC43$12.0K0.00%+43New
Evoke Wealth, LLC46$13.0K0.00%00.0%Unchanged
Harbour Investments, Inc.45$13.0K0.00%+10+28.6%Added
Valley National Advisers Inc44$13.0K0.00%+44New
Fieldpoint Private Securities, LLC48$14.0K0.00%+15+45.5%Added
Earnest Partners LLC51$15.0K0.00%00.0%Unchanged
Econ Financial Services Corp50$15.0K0.01%+50New
McIlrath & Eck, LLC53$16.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.59$17.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB58$17.0K0.00%+5+9.4%Added
IFP Advisors, Inc64$19.0K0.00%−35−35.4%Reduced
Farmers & Merchants Investments Inc64$19.0K0.00%−3−4.5%Reduced
Creative Financial Designs Inc75$22.0K0.00%−13−14.8%Reduced
Proequities, Inc.85$25.0K0.00%00.0%Unchanged
West Paces Advisors Inc.86$25.2K0.01%00.0%Unchanged
Delta Asset Management LLC90$26.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$29.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC100$29.0K0.02%+4+4.2%Added
McClarren Financial Advisors, Inc.99$29.0K0.02%+1+1.0%Added
Equitec Proprietary Markets, LLC100$29.0K0.02%+100New
Bedel Financial Consulting, Inc.102$30.0K0.01%+2+2.0%Added
Raffa Wealth Management, LLC109$31.9K0.01%00.0%Unchanged
Benjamin Edwards Inc112$33.0K0.01%+4+3.7%Added
Signet Financial Management, LLC112$33.0K0.00%+112New
Cedar Wealth Management, LLC116$34.0K0.01%+40+52.6%Added
Addison Advisors LLC115$34.0K0.02%+115New
Tarbox Family Office, Inc.120$35.0K0.01%00.0%Unchanged
Gemmer Asset Management LLC118$35.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd129$37.0K0.01%−76−37.1%Reduced
Whittier Trust Co of Nevada Inc125$37.0K0.00%00.0%Unchanged
CVA Family Office, LLC125$37.0K0.01%+125New
Smithfield Trust Co136$39.0K0.00%00.0%Unchanged
MV Capital Management, Inc.136$40.0K0.01%+4+3.0%Added
Glen Eagle Advisors, LLC141$41.4K0.01%00.0%Unchanged
Zions Bancorporation, N.A.144$42.0K0.00%+2+1.4%Added
Concord Wealth Partners147$43.0K0.01%+147New
Leonteq Securities AG152$44.5K0.00%+37+32.2%Added
Parkside Financial Bank & Trust162$47.0K0.01%−672−80.6%Reduced
First Horizon Advisors, Inc.161$47.0K0.00%+56+53.3%Added
Jones Financial Companies LLLP193$57.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC203$59.0K0.01%+94+86.2%Added
Trust Co of Vermont200$59.0K0.00%+200New
Castleview Partners, LLC17,567$60.0K0.00%+17,567New
Covestor Ltd212$62.0K0.09%+212New
Investmark Advisory Group LLC213$62.0K0.06%+213New
Spire Wealth Management226$66.0K0.00%+120+113.2%Added
CWM, LLC232$68.0K0.00%+232New
TD Waterhouse Canada Inc.238$68.0K0.00%+238New
City State Bank250$73.0K0.04%+250New
Fred Alger Management, LLC256$75.0K0.00%+177+224.1%Added
Tyler-Stone Wealth Management255$75.0K0.04%+255New
Geo Capital Gestora de Recursos Ltd271$79.0K0.04%−7,245−96.4%Reduced