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, Q2 2022
Institutional positions in Equifax Inc as of Jun 30, 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
- 635
- −53 vs. Q1 2022
- Shares held
- 112.8M
- +1.27M (+1.1%) vs. Q1 2022
- Total value
- $20.6B
- −$5.80B (−21.9%) vs. Q1 2022
- New holders
- 48
- 259 more added
- Sold out
- 101
- 203 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | −55−93.2% | Reduced |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Dark Forest Capital Management LP | 1 | $0 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6 | $1.00K | 0.00% | −28−82.4% | Reduced |
| TCI Wealth Advisors, Inc. | 4 | $1.00K | 0.00% | −27−87.1% | Reduced |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Johnson Financial Group, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| State of Wyoming | 5 | $1.00K | 0.00% | +5 | New |
| Level Financial Advisors, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Quent Capital, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Proequities, Inc. | 10 | $2.00K | 0.00% | −78−88.6% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $2.00K | 0.00% | −2−16.7% | Reduced |
| BDO Wealth Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | +10 | New |
| Column Capital Advisors, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $3.00K | 0.00% | −1−6.3% | Reduced |
| IAG Wealth Partners, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $3.00K | 0.00% | +12+200.0% | Added |
| Tfo-TDC, LLC | 16 | $3.00K | 0.00% | +16 | New |
| HHM Wealth Advisors, LLC | 22 | $4.00K | 0.00% | +22 | New |
| Capital Directions Investment Advisors, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 30 | $5.00K | 0.00% | +6+25.0% | Added |
| Zullo Investment Group, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $6.00K | 0.00% | +13+59.1% | Added |
| Crewe Advisors LLC | 32 | $6.00K | 0.00% | +32 | New |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $7.00K | 0.00% | +38 | New |
| Sutton Wealth Advisors Inc. | 42 | $7.68K | 0.00% | +7+20.0% | Added |
| Rocky Mountain Advisers, LLC | 42 | $8.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $8.00K | 0.00% | +45 | New |
| Earnest Partners LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 38 | $9.00K | 0.00% | +38 | New |
| McIlrath & Eck, LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $10.0K | 0.00% | +5+10.2% | Added |
| Brown Brothers Harriman & Co | 57 | $10.0K | 0.00% | +32+128.0% | Added |
| Zions Bancorporation, N.A. | 58 | $11.0K | 0.00% | −88−60.3% | Reduced |
| Money Concepts Capital Corp | 60 | $11.0K | 0.00% | −4−6.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 67 | $12.0K | 0.01% | +1+1.5% | Added |
| Farmers & Merchants Investments Inc | 67 | $12.0K | 0.00% | +3+4.7% | Added |
| Spire Wealth Management | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 73 | $13.0K | 0.00% | +10+15.9% | Added |
| TSFG, LLC | 70 | $13.0K | 0.01% | +70 | New |
| Creative Financial Designs Inc | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 78 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $15.0K | 0.00% | −155−66.0% | Reduced |
| AdvisorNet Financial, Inc | 83 | $15.0K | 0.00% | +69+492.9% | Added |
| West Paces Advisors Inc. | 86 | $15.7K | 0.01% | −4−4.4% | Reduced |
| Global Retirement Partners, LLC | 90 | $16.0K | 0.00% | +15+20.0% | Added |
| Valley National Advisers Inc | 89 | $17.0K | 0.00% | −2−2.2% | Reduced |
| Optimum Investment Advisors | 100 | $18.0K | 0.01% | −34−25.4% | Reduced |
| Wolff Wiese Magana LLC | 99 | $18.0K | 0.01% | −1−1.0% | Reduced |
| Riverview Trust Co | 106 | $19.0K | 0.02% | +3+2.9% | Added |
| Raffa Wealth Management, LLC | 107 | $19.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $20.0K | 0.00% | +108 | New |
| Addison Advisors LLC | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 121 | $22.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 133 | $24.0K | 0.00% | +7+5.6% | Added |
| Harvest Fund Management Co., Ltd | 129 | $24.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $24.5K | 0.00% | +125+1,388.9% | Added |
| IFP Advisors, Inc | 263 | $25.0K | 0.00% | −112−29.9% | Reduced |
| Smithfield Trust Co | 136 | $25.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 142 | $25.9K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 144 | $26.3K | 0.00% | −149−50.9% | Reduced |
| Concord Wealth Partners | 147 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 146 | $27.0K | 0.01% | +20+15.9% | Added |
| Trust Co of Vermont | 150 | $27.0K | 0.00% | +150 | New |
| Eagle Bay Advisors LLC | 160 | $29.2K | 0.02% | +160 | New |
| Pacifica Partners Inc. | 170 | $31.0K | 0.02% | +160+1,600.0% | Added |
| Bartlett & Co. LLC | 188 | $34.0K | 0.00% | +158+526.7% | Added |
| Bartlett & Co. Wealth Management LLC | 188 | $34.4K | 0.00% | +158+526.7% | Added |
| Fred Alger Management, LLC | 191 | $35.0K | 0.00% | −177−48.1% | Reduced |
| Pacer Advisors, Inc. | 195 | $36.0K | 0.00% | −7,322−97.4% | Reduced |
| First Horizon Advisors, Inc. | 243 | $44.0K | 0.00% | +59+32.1% | Added |
| Cambridge Trust Co | 248 | $45.0K | 0.00% | −134−35.1% | Reduced |
| Parkside Financial Bank & Trust | 254 | $46.0K | 0.01% | −56−18.1% | Reduced |
| City State Bank | 250 | $46.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 254 | $46.0K | 0.02% | +22+9.5% | Added |
| Whittier Trust Co of Nevada Inc | 260 | $48.0K | 0.00% | +88+51.2% | Added |
| Versant Capital Management, Inc | 274 | $50.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 275 | $50.0K | 0.01% | +99+56.3% | Added |
| Glassman Wealth Services | 278 | $51.0K | 0.01% | −5−1.8% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 284 | $52.0K | 0.04% | +13+4.8% | Added |
| Covestor Ltd | 299 | $55.0K | 0.05% | −38−11.3% | Reduced |
| Aquatic Capital Management LLC | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 311 | $56.0K | 0.02% | 00.0% | Unchanged |