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 |
|---|---|---|---|---|---|
| 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 |
| Steward Partners Investment Advisory, LLC | 1,138 | $333.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,128 | $330.0K | 0.09% | 00.0% | Unchanged |
| Sabal Trust CO | 1,112 | $326.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,108 | $324.0K | 0.02% | +1,108 | New |
| Main Street Financial Solutions, LLC | 1,104 | $323.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $322.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Hennion & Walsh Asset Management, Inc. | 1,076 | $315.0K | 0.02% | +1,076 | 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 |
| Metis Global Partners, LLC | 1,064 | $312.0K | 0.09% | +1,064 | New |
| Busey Wealth Management | 1,058 | $310.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,054 | $309.0K | 0.02% | +66+6.7% | Added |
| Bokf, NA | 1,047 | $307.0K | 0.00% | +21+2.0% | Added |
| 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 |
| XTX Topco Ltd | 1,029 | $301.0K | 0.17% | +1,029 | New |
| Howland Capital Management LLC | 1,006 | $295.0K | 0.01% | +6+0.6% | Added |
| 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 |
| Salem Investment Counselors Inc | 986 | $289.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 978 | $286.0K | 0.03% | +203+26.2% | Added |
| Jump Financial, LLC | 966 | $283.0K | 0.02% | +966 | New |
| Clarus Group, Inc. | 1,000 | $279.0K | 0.19% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 943 | $276.0K | 0.01% | −262−21.7% | Reduced |
| MPS Loria Financial Planners, LLC | 937 | $274.0K | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 925 | $271.0K | 0.01% | −1−0.1% | Reduced |
| CAPROCK Group, Inc. | 925 | $271.0K | 0.02% | +925 | New |
| Segall Bryant & Hamill, LLC | 925 | $270.0K | 0.00% | −150−14.0% | Reduced |
| Ci Investments Inc. | 920 | $269.0K | 0.00% | −480−34.3% | Reduced |
| Sepio Capital, LP | 914 | $268.0K | 0.02% | −86−8.6% | Reduced |
| Northeast Investment Management | 904 | $265.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 895 | $262.0K | 0.00% | −111−11.0% | Reduced |
| Engineers Gate Manager LP | 892 | $261.0K | 0.01% | −18,377−95.4% | Reduced |
| 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 |
| Apeiron RIA LLC | 850 | $249.0K | 0.10% | +850 | New |
| Johnson Investment Counsel Inc | 842 | $247.0K | 0.00% | +25+3.1% | Added |
| MBB Public Markets I LLC | 841 | $246.0K | 0.00% | +841 | New |
| Engine No. 1 LLC | 836 | $245.0K | 0.05% | +836 | New |
| Titus Wealth Management | 826 | $242.0K | 0.11% | +826 | New |
| Presidio Capital Management, LLC | 826 | $242.0K | 0.21% | +826 | New |
| 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 |
| BSW Wealth Partners | 812 | $238.0K | 0.06% | 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 |
| Citizens Financial Group Inc | 800 | $234.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 795 | $233.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 794 | $232.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 771 | $226.0K | 0.01% | +771 | New |
| Hancock Whitney Investment Services Inc. | 771 | $225.0K | 0.04% | +771 | New |
| Puzo Michael J | 750 | $220.0K | 0.06% | +750 | New |
| Allred Capital Management, LLC | 750 | $219.0K | 0.11% | +750 | New |
| Graham Capital Management, L.P. | 741 | $216.0K | 0.01% | +741 | New |
| PFS Investments Inc. | 735 | $215.0K | 0.00% | +9+1.2% | Added |
| Ballast Advisors LLC | 725 | $212.0K | 0.08% | +725 | New |
| Sargent Bickham Lagudis LLC | 710 | $208.0K | 0.02% | −326−31.5% | Reduced |
| 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 |
| First Manhattan Co | 693 | $202.0K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 611 | $178.0K | 0.08% | +611 | New |
| Caldwell Trust Co | 606 | $177.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 591 | $173.0K | 0.01% | +78+15.2% | Added |
| Penserra Capital Management LLC | 543 | $158.0K | 0.00% | +104+23.7% | Added |
| Carroll Financial Associates, Inc. | 516 | $150.0K | 0.01% | +209+68.1% | Added |
| Umb Bank N A | 510 | $150.0K | 0.00% | +510 | New |
| Cambridge Trust Co | 478 | $140.0K | 0.00% | +478 | New |
| Graves-Light Private Wealth Management, Inc. | 475 | $139.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 450 | $131.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 444 | $130.0K | 0.01% | +4+0.9% | Added |
| Pflug Koory, LLC | 435 | $127.0K | 0.06% | −50−10.3% | Reduced |
| Lloyd Advisory Services, LLC. | 426 | $125.0K | 0.06% | +1+0.2% | Added |
| Tobam | 414 | $121.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 398 | $117.0K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 374 | $110.0K | 0.04% | +365+4,055.6% | Added |
| JFS Wealth Advisors, LLC | 340 | $100.0K | 0.01% | +340 | New |
| Piscataqua Savings Bank | 337 | $99.0K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 335 | $98.1K | 0.01% | +12+3.7% | Added |
| Compagnie Lombard Odier SCmA | 330 | $97.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 311 | $91.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 301 | $88.0K | 0.02% | +13+4.5% | Added |
| Versant Capital Management, Inc | 274 | $80.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 273 | $79.9K | 0.00% | +118+76.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 271 | $79.0K | 0.04% | −7,245−96.4% | Reduced |
| Fred Alger Management, LLC | 256 | $75.0K | 0.00% | +177+224.1% | Added |
| Tyler-Stone Wealth Management | 255 | $75.0K | 0.04% | +255 | New |
| City State Bank | 250 | $73.0K | 0.04% | +250 | New |