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 |
|---|---|---|---|---|---|
| Metatron Capital SICAV plc | 2,600 | $761.2K | 0.72% | +2,600 | New |
| Brewin Dolphin Ltd | 2,585 | $757.0K | 0.03% | +15+0.6% | Added |
| Veritable, L.P. | 2,583 | $756.0K | 0.01% | +24+0.9% | Added |
| 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 |
| Triangle Securities Wealth Management | 2,549 | $746.0K | 0.23% | −31−1.2% | Reduced |
| Brighton Jones LLC | 2,508 | $734.0K | 0.03% | −7−0.3% | Reduced |
| Doheny Asset Management | 2,500 | $732.0K | 0.51% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,428 | $711.0K | 0.15% | +1,055+76.8% | Added |
| Janney Capital Management LLC | 2,400 | $703.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 2,387 | $699.0K | 0.10% | −138−5.5% | Reduced |
| Heartland Bank & Trust Co | 2,368 | $693.0K | 0.51% | +35+1.5% | Added |
| Davenport & Co LLC | 2,326 | $681.0K | 0.00% | +58+2.6% | Added |
| Vontobel Holding Ltd. | 2,334 | $680.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,263 | $663.0K | 0.00% | +6+0.3% | Added |
| Cetera Advisor Networks LLC | 2,261 | $662.0K | 0.01% | +2,261 | New |
| Federation des caisses Desjardins du Quebec | 2,213 | $647.9K | 0.01% | −238−9.7% | Reduced |
| Huntington National Bank | 2,175 | $637.0K | 0.01% | −10.0% | Reduced |
| Manchester Capital Management LLC | 2,150 | $629.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Empirical Finance, LLC | 2,090 | $612.0K | 0.07% | +563+36.9% | Added |
| Nicolet Bankshares Inc | 2,083 | $610.0K | 0.13% | −605−22.5% | 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 |
| IndexIQ Advisors LLC | 2,039 | $597.0K | 0.02% | −64−3.0% | Reduced |
| IBM Retirement Fund | 2,017 | $591.0K | 0.07% | −1,426−41.4% | Reduced |
| Pendal Group Limited | 1,977 | $579.0K | 0.00% | +1,977 | New |
| Pettee Investors, Inc. | 1,971 | $577.0K | 0.24% | 00.0% | Unchanged |
| Moore Capital Management, LP | 1,949 | $571.0K | 0.01% | −20,269−91.2% | Reduced |
| Exchange Capital Management, Inc. | 1,936 | $567.0K | 0.10% | +96+5.2% | Added |
| 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 |
| One Capital Management, LLC | 1,900 | $556.0K | 0.04% | +1,900 | New |
| Washington Trust Advisors, Inc. | 1,878 | $550.0K | 0.04% | +1,878 | New |
| Peapack Gladstone Financial Corp | 1,846 | $540.0K | 0.01% | +3+0.2% | Added |
| Clark Capital Management Group, Inc. | 1,825 | $534.0K | 0.01% | +461+33.8% | Added |
| Shapiro Capital Management LLC | 1,800 | $527.0K | 0.01% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,799 | $526.7K | 0.45% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,790 | $524.0K | 0.01% | +425+31.1% | Added |
| Ieq Capital, LLC | 1,774 | $519.0K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 1,765 | $517.0K | 0.02% | +1,765 | New |
| Tudor Investment Corp Et Al | 1,757 | $514.0K | 0.01% | −30,645−94.6% | Reduced |
| Bragg Financial Advisors, Inc | 2,020 | $512.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,743 | $510.0K | 0.00% | +635+57.3% | Added |
| 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 |
| 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 |
| Toroso Investments, LLC | 1,715 | $502.0K | 0.02% | +265+18.3% | Added |
| Whittier Trust Co | 1,668 | $488.0K | 0.01% | +456+37.6% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $483.0K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,637 | $479.0K | 0.00% | +242+17.3% | Added |
| Trust Co of Virginia | 1,619 | $474.0K | 0.05% | +19+1.2% | Added |
| Private Advisor Group, LLC | 1,604 | $470.0K | 0.00% | −1,039−39.3% | Reduced |
| 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 |
| Sawtooth Solutions, LLC | 1,590 | $466.0K | 0.05% | +1,590 | New |
| TrueWealth Advisors, LLC | 1,583 | $463.0K | 0.21% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,546 | $453.0K | 0.00% | +265+20.7% | Added |
| CIBC World Markets Inc. | 1,517 | $444.0K | 0.00% | −333−18.0% | Reduced |
| Vestcor Inc | 1,504 | $440.0K | 0.02% | −289−16.1% | Reduced |
| Washington Trust Co | 1,500 | $439.0K | 0.02% | −1,878−55.6% | Reduced |
| Oxford Financial Group Ltd | 1,462 | $428.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Tokio Marine Asset Management Co Ltd | 1,446 | $423.0K | 0.03% | +115+8.6% | Added |
| DuPont Capital Management Corp | 1,440 | $422.0K | 0.02% | +244+20.4% | 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 |
| MAI Capital Management | 1,415 | $414.0K | 0.01% | +9+0.6% | Added |
| Verition Fund Management LLC | 1,411 | $413.0K | 0.01% | +1,411 | New |
| Douglass Winthrop Advisors, LLC | 1,400 | $410.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Quantinno Capital Management LP | 1,390 | $407.0K | 0.07% | −107−7.1% | Reduced |
| Bryn Mawr Trust Co | 1,383 | $405.0K | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,375 | $403.0K | 0.02% | +390+39.6% | 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 |
| 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 |
| Bridgewater Advisors Inc. | 1,351 | $396.0K | 0.09% | −81−5.7% | Reduced |
| Alps Advisors Inc | 1,340 | $392.0K | 0.00% | +13+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,335 | $391.0K | 0.01% | +86+6.9% | Added |
| Wetherby Asset Management Inc | 1,333 | $390.0K | 0.02% | +34+2.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,330 | $389.0K | 0.03% | +10+0.8% | Added |
| Nicholas Hoffman & Company, LLC. | 1,312 | $384.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,300 | $381.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 1,275 | $373.0K | 0.00% | +58+4.8% | Added |
| Rockefeller Capital Management L.P. | 1,267 | $371.0K | 0.00% | −73−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 1,266 | $369.0K | 0.02% | −4−0.3% | Reduced |
| Quadrant Capital Group LLC | 1,248 | $365.0K | 0.04% | +958+330.3% | Added |
| Rafferty Asset Management, LLC | 1,235 | $362.0K | 0.00% | −486−28.2% | Reduced |
| Wendell David Associates Inc | 1,200 | $351.0K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,260 | $350.0K | 0.02% | +1,260 | New |
| Edge Capital Group, LLC | 1,189 | $348.0K | 0.02% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,166 | $341.4K | 0.12% | 00.0% | Unchanged |