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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 1,235 | $362.0K | 0.00% | −486−28.2% | Reduced |
| Quadrant Capital Group LLC | 1,248 | $365.0K | 0.04% | +958+330.3% | Added |
| Siemens Fonds Invest GmbH | 1,266 | $369.0K | 0.02% | −4−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,267 | $371.0K | 0.00% | −73−5.4% | Reduced |
| Greenleaf Trust | 1,275 | $373.0K | 0.00% | +58+4.8% | Added |
| Aureus Asset Management, LLC | 1,300 | $381.0K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,312 | $384.0K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,330 | $389.0K | 0.03% | +10+0.8% | Added |
| Wetherby Asset Management Inc | 1,333 | $390.0K | 0.02% | +34+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,335 | $391.0K | 0.01% | +86+6.9% | Added |
| Alps Advisors Inc | 1,340 | $392.0K | 0.00% | +13+1.0% | Added |
| Bridgewater Advisors Inc. | 1,351 | $396.0K | 0.09% | −81−5.7% | Reduced |
| CWM Advisors, LLC | 1,355 | $397.0K | 0.05% | −9−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 1,357 | $397.0K | 0.00% | +25+1.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,365 | $400.0K | 0.03% | −35−2.5% | Reduced |
| Roundview Capital LLC | 1,365 | $400.0K | 0.04% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,375 | $403.0K | 0.02% | +390+39.6% | Added |
| Bryn Mawr Trust Co | 1,383 | $405.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,390 | $407.0K | 0.07% | −107−7.1% | Reduced |
| Pearl River Capital, LLC | 1,396 | $409.0K | 0.11% | −4,430−76.0% | Reduced |
| Independent Advisor Alliance | 1,396 | $409.0K | 0.02% | +474+51.4% | Added |
| Douglass Winthrop Advisors, LLC | 1,400 | $410.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,411 | $413.0K | 0.01% | +1,411 | New |
| MAI Capital Management | 1,415 | $414.0K | 0.01% | +9+0.6% | Added |
| Cetera Investment Advisers | 1,433 | $420.0K | 0.01% | −47−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,434 | $420.0K | 0.12% | +1,434 | New |
| DuPont Capital Management Corp | 1,440 | $422.0K | 0.02% | +244+20.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,446 | $423.0K | 0.03% | +115+8.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,449 | $424.0K | 0.03% | +160+12.4% | Added |
| Modera Wealth Management, LLC | 1,448 | $424.0K | 0.02% | +1,448 | New |
| SNS Financial Group, LLC | 1,453 | $425.0K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 1,453 | $425.0K | 0.02% | +1,453 | New |
| Oxford Financial Group Ltd | 1,462 | $428.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 1,500 | $439.0K | 0.02% | −1,878−55.6% | Reduced |
| Vestcor Inc | 1,504 | $440.0K | 0.02% | −289−16.1% | Reduced |
| CIBC World Markets Inc. | 1,517 | $444.0K | 0.00% | −333−18.0% | Reduced |
| Fifth Third Bancorp | 1,546 | $453.0K | 0.00% | +265+20.7% | Added |
| TrueWealth Advisors, LLC | 1,583 | $463.0K | 0.21% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,590 | $466.0K | 0.05% | +1,590 | New |
| Ameritas Investment Partners, Inc. | 1,599 | $468.0K | 0.02% | −64−3.8% | Reduced |
| Pitcairn Co | 1,600 | $468.0K | 0.03% | −17−1.1% | Reduced |
| Private Advisor Group, LLC | 1,604 | $470.0K | 0.00% | −1,039−39.3% | Reduced |
| Trust Co of Virginia | 1,619 | $474.0K | 0.05% | +19+1.2% | Added |
| Cresset Asset Management, LLC | 1,637 | $479.0K | 0.00% | +242+17.3% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $483.0K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 1,668 | $488.0K | 0.01% | +456+37.6% | Added |
| Toroso Investments, LLC | 1,715 | $502.0K | 0.02% | +265+18.3% | Added |
| HM Payson & Co | 1,723 | $504.0K | 0.01% | −12−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,720 | $504.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,725 | $505.0K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,724 | $505.0K | 0.02% | −7−0.4% | Reduced |
| Federated Hermes, Inc. | 1,743 | $510.0K | 0.00% | +635+57.3% | Added |
| Bragg Financial Advisors, Inc | 2,020 | $512.0K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,757 | $514.0K | 0.01% | −30,645−94.6% | Reduced |
| Ergoteles LLC | 1,765 | $517.0K | 0.02% | +1,765 | New |
| Ieq Capital, LLC | 1,774 | $519.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,790 | $524.0K | 0.01% | +425+31.1% | Added |
| Rappaport Reiches Capital Management, LLC | 1,799 | $526.7K | 0.45% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 1,800 | $527.0K | 0.01% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,825 | $534.0K | 0.01% | +461+33.8% | Added |
| Peapack Gladstone Financial Corp | 1,846 | $540.0K | 0.01% | +3+0.2% | Added |
| Washington Trust Advisors, Inc. | 1,878 | $550.0K | 0.04% | +1,878 | New |
| One Capital Management, LLC | 1,900 | $556.0K | 0.04% | +1,900 | New |
| Profund Advisors LLC | 1,902 | $557.0K | 0.02% | +161+9.2% | Added |
| MD Financial Management Inc. | 1,903 | $557.0K | 0.01% | +356+23.0% | Added |
| Exchange Capital Management, Inc. | 1,936 | $567.0K | 0.10% | +96+5.2% | Added |
| Moore Capital Management, LP | 1,949 | $571.0K | 0.01% | −20,269−91.2% | Reduced |
| Pettee Investors, Inc. | 1,971 | $577.0K | 0.24% | 00.0% | Unchanged |
| Pendal Group Limited | 1,977 | $579.0K | 0.00% | +1,977 | New |
| IBM Retirement Fund | 2,017 | $591.0K | 0.07% | −1,426−41.4% | Reduced |
| IndexIQ Advisors LLC | 2,039 | $597.0K | 0.02% | −64−3.0% | Reduced |
| Ancora Advisors, LLC | 2,073 | $607.0K | 0.01% | 00.0% | Unchanged |
| Partners Group Holding AG | 2,073 | $607.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,083 | $610.0K | 0.13% | −605−22.5% | Reduced |
| Empirical Finance, LLC | 2,090 | $612.0K | 0.07% | +563+36.9% | Added |
| Sanders Morris Harris LLC | 2,100 | $615.0K | 0.11% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 2,100 | $615.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,150 | $629.0K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 2,175 | $637.0K | 0.01% | −10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,213 | $647.9K | 0.01% | −238−9.7% | Reduced |
| Cetera Advisor Networks LLC | 2,261 | $662.0K | 0.01% | +2,261 | New |
| Keybank National Association | 2,263 | $663.0K | 0.00% | +6+0.3% | Added |
| Vontobel Holding Ltd. | 2,334 | $680.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,326 | $681.0K | 0.00% | +58+2.6% | Added |
| Heartland Bank & Trust Co | 2,368 | $693.0K | 0.51% | +35+1.5% | Added |
| Private Trust Co NA | 2,387 | $699.0K | 0.10% | −138−5.5% | Reduced |
| Janney Capital Management LLC | 2,400 | $703.0K | 0.05% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,428 | $711.0K | 0.15% | +1,055+76.8% | Added |
| Doheny Asset Management | 2,500 | $732.0K | 0.51% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,508 | $734.0K | 0.03% | −7−0.3% | Reduced |
| Triangle Securities Wealth Management | 2,549 | $746.0K | 0.23% | −31−1.2% | Reduced |
| Allworth Financial LP | 2,580 | $755.0K | 0.01% | +31+1.2% | Added |
| Everence Capital Management Inc | 2,580 | $755.0K | 0.06% | +2,580 | New |
| Veritable, L.P. | 2,583 | $756.0K | 0.01% | +24+0.9% | Added |
| Brewin Dolphin Ltd | 2,585 | $757.0K | 0.03% | +15+0.6% | Added |
| Metatron Capital SICAV plc | 2,600 | $761.2K | 0.72% | +2,600 | New |
| Redpoint Investment Management Pty Ltd | 2,662 | $779.0K | 0.06% | +63+2.4% | Added |
| Highland Capital Management, LLC | 2,666 | $781.0K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,667 | $781.0K | 0.02% | +642+31.7% | Added |
| Schroder Investment Management Group | 2,684 | $786.0K | 0.00% | −24,421−90.1% | Reduced |