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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Portfolios Advisors | 273 | $79.9K | 0.00% | +118+76.1% | Added |
| Versant Capital Management, Inc | 274 | $80.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 301 | $88.0K | 0.02% | +13+4.5% | Added |
| Ellis Investment Partners, LLC | 311 | $91.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 330 | $97.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 335 | $98.1K | 0.01% | +12+3.7% | Added |
| Piscataqua Savings Bank | 337 | $99.0K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 340 | $100.0K | 0.01% | +340 | New |
| Dark Forest Capital Management LP | 374 | $110.0K | 0.04% | +365+4,055.6% | Added |
| Alpha Paradigm Partners, LLC | 398 | $117.0K | 0.05% | 00.0% | Unchanged |
| Tobam | 414 | $121.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 426 | $125.0K | 0.06% | +1+0.2% | Added |
| Pflug Koory, LLC | 435 | $127.0K | 0.06% | −50−10.3% | Reduced |
| Clearstead Advisors, LLC | 444 | $130.0K | 0.01% | +4+0.9% | Added |
| NVWM, LLC | 450 | $131.0K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 475 | $139.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 478 | $140.0K | 0.00% | +478 | New |
| Carroll Financial Associates, Inc. | 516 | $150.0K | 0.01% | +209+68.1% | Added |
| Umb Bank N A | 510 | $150.0K | 0.00% | +510 | New |
| Penserra Capital Management LLC | 543 | $158.0K | 0.00% | +104+23.7% | Added |
| Parallel Advisors, LLC | 591 | $173.0K | 0.01% | +78+15.2% | Added |
| Caldwell Trust Co | 606 | $177.4K | 0.02% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 611 | $178.0K | 0.08% | +611 | New |
| First Manhattan Co | 693 | $202.0K | 0.00% | 00.0% | Unchanged |
| Capital Counsel LLC | 700 | $205.0K | 0.01% | +700 | New |
| Machina Capital S.A.S. | 700 | $205.0K | 0.49% | +700 | New |
| JSF Financial, LLC | 699 | $205.0K | 0.10% | +699 | New |
| Sargent Bickham Lagudis LLC | 710 | $208.0K | 0.02% | −326−31.5% | Reduced |
| Ballast Advisors LLC | 725 | $212.0K | 0.08% | +725 | New |
| PFS Investments Inc. | 735 | $215.0K | 0.00% | +9+1.2% | Added |
| Graham Capital Management, L.P. | 741 | $216.0K | 0.01% | +741 | New |
| Allred Capital Management, LLC | 750 | $219.0K | 0.11% | +750 | New |
| Puzo Michael J | 750 | $220.0K | 0.06% | +750 | New |
| Hancock Whitney Investment Services Inc. | 771 | $225.0K | 0.04% | +771 | New |
| Kestra Private Wealth Services, LLC | 771 | $226.0K | 0.01% | +771 | New |
| Shelton Capital Management | 794 | $232.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 795 | $233.0K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 800 | $234.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 802 | $235.0K | 0.02% | −31−3.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 804 | $235.0K | 0.05% | 00.0% | Unchanged |
| BSW Wealth Partners | 812 | $238.0K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 817 | $239.0K | 0.00% | −358,963−99.8% | Reduced |
| Boston Trust Walden Corp | 816 | $239.0K | 0.00% | 00.0% | Unchanged |
| Titus Wealth Management | 826 | $242.0K | 0.11% | +826 | New |
| Presidio Capital Management, LLC | 826 | $242.0K | 0.21% | +826 | New |
| Engine No. 1 LLC | 836 | $245.0K | 0.05% | +836 | New |
| MBB Public Markets I LLC | 841 | $246.0K | 0.00% | +841 | New |
| Johnson Investment Counsel Inc | 842 | $247.0K | 0.00% | +25+3.1% | Added |
| Apeiron RIA LLC | 850 | $249.0K | 0.10% | +850 | New |
| Venture Visionary Partners LLC | 862 | $252.0K | 0.02% | +1+0.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 859 | $252.0K | 0.16% | +859 | New |
| Engineers Gate Manager LP | 892 | $261.0K | 0.01% | −18,377−95.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 895 | $262.0K | 0.00% | −111−11.0% | Reduced |
| Fermata Advisors, LLC | 896 | $263.0K | 0.10% | −9−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 898 | $263.0K | 0.01% | +1+0.1% | Added |
| Northeast Investment Management | 904 | $265.0K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 914 | $268.0K | 0.02% | −86−8.6% | Reduced |
| Ci Investments Inc. | 920 | $269.0K | 0.00% | −480−34.3% | Reduced |
| Segall Bryant & Hamill, LLC | 925 | $270.0K | 0.00% | −150−14.0% | Reduced |
| Bradley Foster & Sargent Inc | 925 | $271.0K | 0.01% | −1−0.1% | Reduced |
| CAPROCK Group, Inc. | 925 | $271.0K | 0.02% | +925 | New |
| MPS Loria Financial Planners, LLC | 937 | $274.0K | 0.11% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 943 | $276.0K | 0.01% | −262−21.7% | Reduced |
| Clarus Group, Inc. | 1,000 | $279.0K | 0.19% | 00.0% | Unchanged |
| Jump Financial, LLC | 966 | $283.0K | 0.02% | +966 | New |
| Ellevest, Inc. | 978 | $286.0K | 0.03% | +203+26.2% | Added |
| Salem Investment Counselors Inc | 986 | $289.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 1,000 | $293.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,000 | $293.0K | 0.01% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $293.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 1,000 | $293.0K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,006 | $295.0K | 0.01% | +6+0.6% | Added |
| XTX Topco Ltd | 1,029 | $301.0K | 0.17% | +1,029 | New |
| Endurance Wealth Management, Inc. | 1,040 | $305.0K | 0.03% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,043 | $305.0K | 0.10% | 00.0% | Unchanged |
| Bokf, NA | 1,047 | $307.0K | 0.00% | +21+2.0% | Added |
| Clarius Group, LLC | 1,054 | $309.0K | 0.02% | +66+6.7% | Added |
| Busey Wealth Management | 1,058 | $310.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,064 | $312.0K | 0.09% | +1,064 | New |
| GSB Wealth Management, LLC | 1,069 | $313.0K | 0.09% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,070 | $313.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,068 | $313.0K | 0.01% | +1,068 | New |
| Hennion & Walsh Asset Management, Inc. | 1,076 | $315.0K | 0.02% | +1,076 | New |
| Conning Inc. | 1,088 | $319.0K | 0.01% | −291−21.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,089 | $319.0K | 0.04% | +46+4.4% | Added |
| NorthRock Partners, LLC | 1,089 | $319.0K | 0.02% | +139+14.6% | Added |
| Wealth Alliance | 1,091 | $319.0K | 0.06% | +215+24.5% | Added |
| Financial Advisory Corp | 1,089 | $319.0K | 0.15% | +1,089 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $322.0K | 0.19% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,104 | $323.0K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,108 | $324.0K | 0.02% | +1,108 | New |
| Sabal Trust CO | 1,112 | $326.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,128 | $330.0K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,138 | $333.0K | 0.01% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,139 | $334.0K | 0.21% | +1+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,141 | $334.0K | 0.00% | +114+11.1% | Added |
| Cannon Financial Strategists, Inc. | 1,166 | $341.4K | 0.12% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,189 | $348.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,260 | $350.0K | 0.02% | +1,260 | New |
| Wendell David Associates Inc | 1,200 | $351.0K | 0.04% | 00.0% | Unchanged |