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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,028 | $718.0K | 0.18% | +1,594+111.2% | Added |
| Pearl River Capital, LLC | 3,050 | $723.0K | 0.20% | +1,654+118.5% | Added |
| Triangle Securities Wealth Management | 3,065 | $727.0K | 0.24% | +516+20.2% | Added |
| Quantinno Capital Management LP | 3,092 | $733.0K | 0.11% | +1,702+122.4% | Added |
| Boulder Hill Capital Management LP | 3,200 | $759.0K | 0.41% | +3,200 | New |
| AIA Group Ltd | 3,205 | $760.0K | 0.03% | +1,752+120.6% | Added |
| Fiduciary Group LLC | 4,008 | $768.0K | 0.10% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 3,306 | $783.0K | 0.03% | 00.0% | Unchanged |
| Sun Life Financial INC | 3,350 | $792.0K | 0.04% | −112−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,238 | $797.0K | 0.06% | +107+2.6% | Added |
| Capital Investment Advisors, LLC | 3,432 | $814.0K | 0.02% | +43+1.3% | Added |
| Brookstone Capital Management | 3,745 | $817.0K | 0.02% | +3,745 | New |
| Corient Capital Partners, LLC | 3,453 | $819.0K | 0.05% | −129−3.6% | Reduced |
| Advisor OS, LLC | 3,494 | $828.0K | 0.24% | +342+10.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,516 | $834.0K | 0.00% | +801+29.5% | Added |
| LVW Advisors, LLC | 3,529 | $837.0K | 0.15% | −245−6.5% | Reduced |
| Meristem Family Wealth, LLC | 3,529 | $837.0K | 0.09% | −37−1.0% | Reduced |
| Financial Counselors Inc | 3,555 | $843.0K | 0.02% | −18−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,601 | $854.0K | 0.08% | +343+10.5% | Added |
| Park Avenue Securities LLC | 3,659 | $868.0K | 0.02% | +563+18.2% | Added |
| Fortem Financial Group, LLC | 3,682 | $873.0K | 0.38% | −842−18.6% | Reduced |
| Cutler Group LP | 3,700 | $877.0K | 0.08% | +3,700 | New |
| Community Bank, N.A. | 3,800 | $901.0K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,835 | $909.0K | 0.06% | +600+18.5% | Added |
| Spinnaker Trust | 3,846 | $912.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,845 | $912.0K | 0.06% | +3,845 | New |
| Aevitas Wealth Management, Inc. | 3,919 | $929.0K | 0.57% | +172+4.6% | Added |
| Illinois Municipal Retirement Fund | 3,992 | $947.0K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 4,000 | $948.0K | 0.07% | −10.0% | Reduced |
| Accretive Wealth Partners, LLC | 4,007 | $950.0K | 0.60% | +67+1.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,036 | $957.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,081 | $968.0K | 0.01% | +277+7.3% | Added |
| South Dakota Investment Council | 4,085 | $969.0K | 0.02% | −1,299−24.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 4,100 | $972.0K | 0.36% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,156 | $985.0K | 0.10% | +595+16.7% | Added |
| Atria Wealth Solutions, Inc. | 4,189 | $993.0K | 0.02% | +4,189 | New |
| Impax Asset Management Group plc | 4,229 | $1.00M | 0.00% | +9+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,260 | $1.01M | 0.01% | −180−4.1% | Reduced |
| Monticello Wealth Management, LLC | 4,273 | $1.01M | 0.10% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,304 | $1.02M | 0.06% | +348+8.8% | Added |
| CX Institutional | 4,310 | $1.02M | 0.08% | +32+0.7% | Added |
| Los Angeles Capital Management LLC | 4,369 | $1.04M | 0.00% | −41,482−90.5% | Reduced |
| Wolverine Trading, LLC | 4,449 | $1.07M | 0.03% | +4,449 | New |
| Vident Investment Advisory, LLC | 4,622 | $1.09M | 0.03% | +368+8.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,682 | $1.11M | 0.21% | −14−0.3% | Reduced |
| Pegasus Partners Ltd. | 4,734 | $1.12M | 0.20% | −49−1.0% | Reduced |
| Seeyond | 4,740 | $1.12M | 0.11% | −142−2.9% | Reduced |
| Donaldson Capital Management, LLC | 4,756 | $1.13M | 0.05% | −775−14.0% | Reduced |
| Virtu Financial LLC | 4,765 | $1.13M | 0.08% | +4,765 | New |
| Northwest Investment Counselors, LLC | 4,816 | $1.14M | 0.30% | +339+7.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,853 | $1.15M | 0.03% | −636−11.6% | Reduced |
| American Century Companies Inc | 4,944 | $1.17M | 0.00% | +444+9.9% | Added |
| Connectus Wealth, LLC | 4,037 | $1.18M | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 5,018 | $1.19M | 0.00% | −1,653−24.8% | Reduced |
| AlphaCrest Capital Management LLC | 5,052 | $1.20M | 0.07% | +1,869+58.7% | Added |
| Thrivent Financial for Lutherans | 5,160 | $1.22M | 0.00% | −37−0.7% | Reduced |
| Schroder Investment Management Group | 5,159 | $1.24M | 0.00% | +2,475+92.2% | Added |
| Univest Financial Corp | 5,251 | $1.25M | 0.35% | +10.0% | Added |
| Kestra Advisory Services, LLC | 5,307 | $1.26M | 0.01% | +182+3.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,621 | $1.26M | 0.22% | +1,712+43.8% | Added |
| Duality Advisers, LP | 5,345 | $1.27M | 0.14% | +5,345 | New |
| Wesbanco Bank Inc | 5,369 | $1.27M | 0.05% | −110−2.0% | Reduced |
| PDT Partners, LLC | 5,400 | $1.28M | 0.11% | −7,400−57.8% | Reduced |
| E. Ohman J:or Asset Management AB | 5,500 | $1.30M | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,504 | $1.30M | 0.02% | −294−5.1% | Reduced |
| Beacon Pointe Advisors, LLC | 5,701 | $1.35M | 0.02% | +310+5.8% | Added |
| Fort, L.P. | 5,733 | $1.36M | 0.51% | −638−10.0% | Reduced |
| Regions Financial Corp | 5,762 | $1.37M | 0.01% | −50−0.9% | Reduced |
| Mercer Global Advisors Inc | 5,800 | $1.38M | 0.01% | +118+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 5,800 | $1.38M | 0.03% | +5,800 | New |
| Squarepoint Ops LLC | 5,873 | $1.39M | 0.01% | +2,408+69.5% | Added |
| Gratus Capital LLC | 5,940 | $1.41M | 0.14% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 5,966 | $1.42M | 0.64% | +116+2.0% | Added |
| Crossmark Global Holdings, Inc. | 5,989 | $1.42M | 0.03% | −260−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,008 | $1.43M | 0.01% | −30−0.5% | Reduced |
| Coronation Fund Managers Ltd. | 6,075 | $1.44M | 0.06% | +6,075 | New |
| First Republic Investment Management, Inc. | 6,092 | $1.44M | 0.00% | −64−1.0% | Reduced |
| Avestar Capital, LLC | 6,177 | $1.47M | 0.28% | −1,897−23.5% | Reduced |
| First Financial Bank - Trust Division | 6,206 | $1.47M | 0.16% | +30.0% | Added |
| PEAK6 Investments LLC | 6,257 | $1.48M | 0.04% | −17,961−74.2% | Reduced |
| Fiduciary Trust Co | 6,280 | $1.49M | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 6,395 | $1.52M | 0.04% | −547−7.9% | Reduced |
| Alberta Investment Management Corp | 6,600 | $1.56M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 6,643 | $1.57M | 0.01% | −554−7.7% | Reduced |
| Pendal Group Limited | 6,681 | $1.58M | 0.01% | +4,704+237.9% | Added |
| Telemus Capital, LLC | 6,773 | $1.61M | 0.14% | −1,563−18.8% | Reduced |
| Virginia Retirement Systems Et Al | 6,800 | $1.61M | 0.02% | +6,800 | New |
| Bamco Inc | 6,800 | $1.61M | 0.00% | +6,800 | New |
| SG Americas Securities, LLC | 6,881 | $1.63M | 0.01% | +3,344+94.5% | Added |
| FDx Advisors, Inc. | 6,965 | $1.65M | 0.06% | +459+7.1% | Added |
| JustInvest LLC | 7,026 | $1.67M | 0.08% | +1,395+24.8% | Added |
| New Mexico Educational Retirement Board | 7,105 | $1.69M | 0.06% | −300−4.1% | Reduced |
| NewEdge Wealth, LLC | 7,116 | $1.69M | 0.07% | +943+15.3% | Added |
| Louisiana State Employees Retirement System | 7,700 | $1.71M | 0.04% | +100+1.3% | Added |
| Rockland Trust Co | 7,200 | $1.71M | 0.11% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,273 | $1.72M | 0.06% | −8,558−54.1% | Reduced |
| Ethic Inc. | 7,367 | $1.75M | 0.12% | +1,396+23.4% | Added |
| Engineers Gate Manager LP | 7,388 | $1.75M | 0.07% | +6,496+728.3% | Added |
| CIBC World Markets Corp | 7,419 | $1.76M | 0.01% | +3,070+70.6% | Added |
| Banco de Sabadell, S.A | 7,485 | $1.78M | 1.03% | +348+4.9% | Added |