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
- 698
- +10 vs. Q4 2021
- Shares held
- 112.3M
- +554.9K (+0.5%) vs. Q4 2021
- Total value
- $26.6B
- −$6.09B (−18.6%) vs. Q4 2021
- New holders
- 91
- 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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Allstate Corp | 1,362 | $323.0K | 0.01% | −9,280−87.2% | Reduced |
| Wetherby Asset Management Inc | 1,354 | $321.0K | 0.02% | +21+1.6% | Added |
| 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 |
| Nicholas Hoffman & Company, LLC. | 1,312 | $311.0K | 0.01% | 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 |
| Aureus Asset Management, LLC | 1,300 | $308.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Federated Hermes, Inc. | 1,287 | $305.0K | 0.00% | −456−26.2% | Reduced |
| Wealth Alliance | 1,273 | $302.0K | 0.06% | +182+16.7% | Added |
| 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 |
| Capstone Investment Advisors, LLC | 1,251 | $297.0K | 0.01% | +1,251 | New |
| Aaron Wealth Advisors | 69,707 | $294.0K | 0.01% | +69,707 | New |
| Quantamental Technologies LLC | 1,220 | $289.0K | 0.17% | +1,220 | New |
| Wendell David Associates Inc | 1,200 | $285.0K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,196 | $284.0K | 0.02% | +7+0.6% | 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 |
| Conning Inc. | 1,186 | $281.0K | 0.01% | +98+9.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,181 | $280.0K | 0.01% | +105+9.8% | Added |
| Cannon Financial Strategists, Inc. | 1,166 | $276.5K | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,146 | $272.0K | 0.01% | −1,521−57.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,141 | $271.0K | 0.18% | +2+0.2% | Added |
| 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 |
| QCM Cayman, Ltd. | 1,108 | $263.0K | 1.15% | +1,108 | New |
| Gsa Capital Partners LLP | 1,104 | $262.0K | 0.04% | +1,104 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $261.0K | 0.15% | 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 |
| GSB Wealth Management, LLC | 1,069 | $253.0K | 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 |
| 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 |
| Fund Management at Engine No. 1 LLC | 1,033 | $245.0K | 0.06% | +1,033 | New |
| Bokf, NA | 1,015 | $241.0K | 0.00% | −32−3.1% | Reduced |
| 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 |
| 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 |
| Coldstream Capital Management Inc | 995 | $236.0K | 0.01% | −73−6.8% | Reduced |
| Independent Advisor Alliance | 991 | $235.0K | 0.01% | −405−29.0% | Reduced |
| Salem Investment Counselors Inc | 986 | $234.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 969 | $230.0K | 0.05% | +969 | New |
| Sentry Investment Management LLC | 966 | $229.0K | 0.07% | −162−14.4% | Reduced |
| C2C Wealth Management, LLC | 1,032 | $227.0K | 0.04% | +1,032 | New |
| MPS Loria Financial Planners, LLC | 937 | $222.0K | 0.09% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 921 | $218.0K | 0.01% | +921 | New |
| Sepio Capital, LP | 914 | $217.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Bradley Foster & Sargent Inc | 900 | $213.0K | 0.00% | −25−2.7% | Reduced |
| Wedmont Private Capital | 903 | $212.0K | 0.05% | +903 | New |
| Pathstone Family Office, LLC | 885 | $210.0K | 0.00% | +885 | New |
| Integrated Wealth Concepts LLC | 881 | $209.0K | 0.01% | −17−1.9% | Reduced |
| Sawtooth Solutions, LLC | 876 | $208.0K | 0.03% | −714−44.9% | Reduced |
| Titus Wealth Management | 873 | $207.0K | 0.09% | +47+5.7% | Added |
| Venture Visionary Partners LLC | 872 | $206.0K | 0.01% | +10+1.2% | Added |
| Clark Capital Management Group, Inc. | 862 | $204.0K | 0.00% | −963−52.8% | Reduced |
| Balentine LLC | 862 | $204.0K | 0.01% | +862 | New |
| BSW Wealth Partners | 845 | $200.0K | 0.05% | +33+4.1% | Added |
| Ci Investments Inc. | 738 | $175.0K | 0.00% | −182−19.8% | Reduced |
| Sargent Bickham Lagudis LLC | 710 | $168.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 651 | $154.0K | 0.01% | +237+57.2% | Added |
| MUFG Americas Holdings Corp | 636 | $151.0K | 0.00% | −307−32.6% | Reduced |
| Caldwell Trust Co | 606 | $143.7K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 582 | $138.0K | 0.01% | −858−59.6% | Reduced |
| Penserra Capital Management LLC | 578 | $137.0K | 0.00% | +35+6.4% | Added |
| NuWave Investment Management, LLC | 547 | $130.0K | 0.17% | +547 | New |
| CWM, LLC | 514 | $122.0K | 0.00% | +282+121.6% | Added |
| Umb Bank N A | 510 | $121.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 475 | $113.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 444 | $106.0K | 0.10% | +444 | New |
| Clearstead Advisors, LLC | 444 | $105.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 435 | $103.0K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 427 | $101.0K | 0.05% | +1+0.2% | Added |
| Parallel Advisors, LLC | 410 | $98.0K | 0.00% | −181−30.6% | Reduced |
| Koshinski Asset Management, Inc. | 405 | $96.0K | 0.01% | +70+20.9% | Added |
| NVWM, LLC | 400 | $95.0K | 0.03% | −50−11.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 271 | $93.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 382 | $91.0K | 0.00% | −96−20.1% | Reduced |
| Fred Alger Management, LLC | 368 | $87.0K | 0.00% | +112+43.8% | Added |
| 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 |
| Compagnie Lombard Odier SCmA | 330 | $78.0K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 317 | $75.0K | 0.02% | +317 | New |
| Parkside Financial Bank & Trust | 310 | $74.0K | 0.02% | +148+91.4% | Added |
| Ellis Investment Partners, LLC | 311 | $73.0K | 0.02% | 00.0% | Unchanged |