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, Q1 2022
Institutional positions in Equifax Inc as of Mar 31, 2022. 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
- 699
- +11 vs. Q4 2021
- Shares held
- 112.3M
- +557.8K (+0.5%) vs. Q4 2021
- Total value
- $26.6B
- −$6.09B (−18.6%) vs. Q4 2021
- New holders
- 92
- 266 more added
- Sold out
- 81
- 210 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 317 | $75.0K | 0.02% | +317 | New |
| Compagnie Lombard Odier SCmA | 330 | $78.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 336 | $80.0K | 0.01% | −4−1.2% | Reduced |
| Piscataqua Savings Bank | 337 | $80.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 337 | $80.0K | 0.06% | +125+59.0% | Added |
| Fred Alger Management, LLC | 368 | $87.0K | 0.00% | +112+43.8% | Added |
| Cambridge Trust Co | 382 | $91.0K | 0.00% | −96−20.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 271 | $93.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $95.0K | 0.03% | −50−11.1% | Reduced |
| Koshinski Asset Management, Inc. | 405 | $96.0K | 0.01% | +70+20.9% | Added |
| Parallel Advisors, LLC | 410 | $98.0K | 0.00% | −181−30.6% | Reduced |
| Lloyd Advisory Services, LLC. | 427 | $101.0K | 0.05% | +1+0.2% | Added |
| Pflug Koory, LLC | 435 | $103.0K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 444 | $105.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 444 | $106.0K | 0.10% | +444 | New |
| Graves-Light Private Wealth Management, Inc. | 475 | $113.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 510 | $121.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $122.0K | 0.00% | +282+121.6% | Added |
| NuWave Investment Management, LLC | 547 | $130.0K | 0.17% | +547 | New |
| Penserra Capital Management LLC | 578 | $137.0K | 0.00% | +35+6.4% | Added |
| DuPont Capital Management Corp | 582 | $138.0K | 0.01% | −858−59.6% | Reduced |
| Caldwell Trust Co | 606 | $143.7K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 636 | $151.0K | 0.00% | −307−32.6% | Reduced |
| Tobam | 651 | $154.0K | 0.01% | +237+57.2% | Added |
| Sargent Bickham Lagudis LLC | 710 | $168.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 738 | $175.0K | 0.00% | −182−19.8% | Reduced |
| BSW Wealth Partners | 845 | $200.0K | 0.05% | +33+4.1% | Added |
| Clark Capital Management Group, Inc. | 862 | $204.0K | 0.00% | −963−52.8% | Reduced |
| Balentine LLC | 862 | $204.0K | 0.01% | +862 | New |
| Venture Visionary Partners LLC | 872 | $206.0K | 0.01% | +10+1.2% | Added |
| Titus Wealth Management | 873 | $207.0K | 0.09% | +47+5.7% | Added |
| Sawtooth Solutions, LLC | 876 | $208.0K | 0.03% | −714−44.9% | Reduced |
| Integrated Wealth Concepts LLC | 881 | $209.0K | 0.01% | −17−1.9% | Reduced |
| Pathstone Family Office, LLC | 885 | $210.0K | 0.00% | +885 | New |
| Wedmont Private Capital | 903 | $212.0K | 0.05% | +903 | New |
| Bradley Foster & Sargent Inc | 900 | $213.0K | 0.00% | −25−2.7% | Reduced |
| Northeast Investment Management | 904 | $214.0K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 902 | $214.0K | 0.04% | +902 | New |
| Kolinsky Wealth Management, LLC | 904 | $214.0K | 0.21% | +904 | New |
| Sepio Capital, LP | 914 | $217.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 921 | $218.0K | 0.01% | +921 | New |
| MPS Loria Financial Planners, LLC | 937 | $222.0K | 0.09% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 1,032 | $227.0K | 0.04% | +1,032 | New |
| Sentry Investment Management LLC | 966 | $229.0K | 0.07% | −162−14.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 969 | $230.0K | 0.05% | +969 | New |
| Main Street Financial Solutions, LLC | 981 | $233.0K | 0.03% | −123−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 983 | $233.0K | 0.00% | +88+9.8% | Added |
| Salem Investment Counselors Inc | 986 | $234.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 991 | $235.0K | 0.01% | −405−29.0% | Reduced |
| Coldstream Capital Management Inc | 995 | $236.0K | 0.01% | −73−6.8% | Reduced |
| Washington Trust Bank | 1,000 | $237.0K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,000 | $237.0K | 0.01% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $237.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 1,000 | $237.0K | 0.01% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $237.0K | 0.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 999 | $237.0K | 0.01% | +999 | New |
| Howland Capital Management LLC | 1,006 | $239.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,009 | $239.0K | 0.02% | +84+9.1% | Added |
| Bokf, NA | 1,015 | $241.0K | 0.00% | −32−3.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,033 | $245.0K | 0.06% | +1,033 | New |
| Endurance Wealth Management, Inc. | 1,040 | $247.0K | 0.03% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,043 | $247.0K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,060 | $251.0K | 0.02% | −29−2.7% | Reduced |
| Busey Wealth Management | 1,058 | $251.0K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,069 | $253.0K | 0.07% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,070 | $254.0K | 0.05% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,072 | $254.0K | 0.16% | +213+24.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $261.0K | 0.15% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,104 | $262.0K | 0.04% | +1,104 | New |
| QCM Cayman, Ltd. | 1,108 | $263.0K | 1.15% | +1,108 | New |
| Sabal Trust CO | 1,112 | $264.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,112 | $264.0K | 0.03% | +23+2.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,141 | $271.0K | 0.18% | +2+0.2% | Added |
| Horizon Investments, LLC | 1,146 | $272.0K | 0.01% | −1,521−57.0% | Reduced |
| Cannon Financial Strategists, Inc. | 1,166 | $276.5K | 0.10% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,181 | $280.0K | 0.01% | +105+9.8% | Added |
| Conning Inc. | 1,186 | $281.0K | 0.01% | +98+9.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,195 | $283.0K | 0.00% | −140−10.5% | Reduced |
| Quadrant Capital Group LLC | 1,195 | $283.0K | 0.03% | −53−4.2% | Reduced |
| Edge Capital Group, LLC | 1,196 | $284.0K | 0.02% | +7+0.6% | Added |
| Wendell David Associates Inc | 1,200 | $285.0K | 0.03% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,220 | $289.0K | 0.17% | +1,220 | New |
| Aaron Wealth Advisors | 69,707 | $294.0K | 0.01% | +69,707 | New |
| Capstone Investment Advisors, LLC | 1,251 | $297.0K | 0.01% | +1,251 | New |
| Siemens Fonds Invest GmbH | 1,266 | $300.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,266 | $300.0K | 0.00% | +128+11.2% | Added |
| Wealth Alliance | 1,273 | $302.0K | 0.06% | +182+16.7% | Added |
| Federated Hermes, Inc. | 1,287 | $305.0K | 0.00% | −456−26.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,289 | $306.0K | 0.02% | −160−11.0% | Reduced |
| Greenleaf Trust | 1,291 | $306.0K | 0.00% | +16+1.3% | Added |
| Aureus Asset Management, LLC | 1,300 | $308.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,054 | $309.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,302 | $309.0K | 0.03% | +324+33.1% | Added |
| Nicholas Hoffman & Company, LLC. | 1,312 | $311.0K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,344 | $319.0K | 0.08% | −7−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,349 | $319.0K | 0.00% | +82+6.5% | Added |
| Wetherby Asset Management Inc | 1,354 | $321.0K | 0.02% | +21+1.6% | Added |
| Allstate Corp | 1,362 | $323.0K | 0.01% | −9,280−87.2% | Reduced |
| Triasima Portfolio Management inc. | 1,365 | $324.0K | 0.02% | −10−0.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,365 | $324.0K | 0.02% | 00.0% | Unchanged |