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 |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 1,144 | $209.0K | 0.17% | +3+0.3% | Added |
| Sawtooth Solutions, LLC | 1,137 | $208.0K | 0.03% | +261+29.8% | Added |
| Clarius Group, LLC | 1,119 | $205.0K | 0.02% | +65+6.2% | Added |
| Sabal Trust CO | 1,112 | $203.0K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,111 | $203.0K | 0.24% | +207+22.9% | Added |
| Profund Advisors LLC | 1,106 | $202.0K | 0.01% | −377−25.4% | Reduced |
| Horizon Investments, LLC | 1,107 | $202.0K | 0.01% | −39−3.4% | Reduced |
| CIBC World Markets Inc. | 1,097 | $201.0K | 0.00% | −391−26.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $201.0K | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,101 | $201.0K | 0.02% | +41+3.9% | Added |
| Endurance Wealth Management, Inc. | 1,040 | $190.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 986 | $180.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 888 | $162.0K | 0.02% | −414−31.8% | Reduced |
| Venture Visionary Partners LLC | 853 | $155.9K | 0.01% | −19−2.2% | Reduced |
| Sentry Investment Management LLC | 809 | $148.0K | 0.07% | −157−16.3% | Reduced |
| Prospera Financial Services Inc | 737 | $135.0K | 0.01% | −262−26.2% | Reduced |
| Sargent Bickham Lagudis LLC | 666 | $122.0K | 0.01% | −44−6.2% | Reduced |
| NuWave Investment Management, LLC | 655 | $120.0K | 0.16% | +108+19.7% | Added |
| Tobam | 651 | $119.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 606 | $111.0K | 0.01% | +24+4.1% | Added |
| Caldwell Trust Co | 606 | $110.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 573 | $104.0K | 0.00% | −5−0.9% | Reduced |
| Ci Investments Inc. | 533 | $97.0K | 0.00% | −205−27.8% | Reduced |
| MUFG Americas Holdings Corp | 533 | $97.0K | 0.00% | −103−16.2% | Reduced |
| Umb Bank N A | 510 | $93.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 490 | $90.0K | 0.00% | −972−66.5% | Reduced |
| Alpha Paradigm Partners, LLC | 444 | $81.0K | 0.03% | −1,526−77.5% | Reduced |
| Pflug Koory, LLC | 435 | $80.0K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $73.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 357 | $65.0K | 0.01% | −87−19.6% | Reduced |
| CWM, LLC | 337 | $62.0K | 0.00% | −177−34.4% | Reduced |
| Piscataqua Savings Bank | 337 | $62.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 329 | $60.0K | 0.00% | −81−19.8% | Reduced |
| JFS Wealth Advisors, LLC | 317 | $58.0K | 0.01% | −19−5.7% | Reduced |
| Ellis Investment Partners, LLC | 311 | $56.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 299 | $55.0K | 0.05% | −38−11.3% | Reduced |
| Aquatic Capital Management LLC | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 284 | $52.0K | 0.04% | +13+4.8% | Added |
| Glassman Wealth Services | 278 | $51.0K | 0.01% | −5−1.8% | Reduced |
| Versant Capital Management, Inc | 274 | $50.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 275 | $50.0K | 0.01% | +99+56.3% | Added |
| Whittier Trust Co of Nevada Inc | 260 | $48.0K | 0.00% | +88+51.2% | Added |
| 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 |
| Cambridge Trust Co | 248 | $45.0K | 0.00% | −134−35.1% | Reduced |
| First Horizon Advisors, Inc. | 243 | $44.0K | 0.00% | +59+32.1% | Added |
| Pacer Advisors, Inc. | 195 | $36.0K | 0.00% | −7,322−97.4% | Reduced |
| Fred Alger Management, LLC | 191 | $35.0K | 0.00% | −177−48.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 188 | $34.4K | 0.00% | +158+526.7% | Added |
| Bartlett & Co. LLC | 188 | $34.0K | 0.00% | +158+526.7% | Added |
| Pacifica Partners Inc. | 170 | $31.0K | 0.02% | +160+1,600.0% | Added |
| Eagle Bay Advisors LLC | 160 | $29.2K | 0.02% | +160 | New |
| 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 |
| American Portfolios Advisors | 144 | $26.3K | 0.00% | −149−50.9% | Reduced |
| Glen Eagle Advisors, LLC | 142 | $25.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 263 | $25.0K | 0.00% | −112−29.9% | Reduced |
| Smithfield Trust Co | 136 | $25.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $24.5K | 0.00% | +125+1,388.9% | Added |
| 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 |
| Benjamin Edwards Inc | 121 | $22.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $20.0K | 0.00% | +108 | New |
| Raffa Wealth Management, LLC | 107 | $19.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 106 | $19.0K | 0.02% | +3+2.9% | Added |
| 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 |
| Valley National Advisers Inc | 89 | $17.0K | 0.00% | −2−2.2% | Reduced |
| Global Retirement Partners, LLC | 90 | $16.0K | 0.00% | +15+20.0% | Added |
| West Paces Advisors Inc. | 86 | $15.7K | 0.01% | −4−4.4% | Reduced |
| 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 |
| Creative Financial Designs Inc | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 78 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Earnest Partners LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 38 | $9.00K | 0.00% | +38 | New |
| Rocky Mountain Advisers, LLC | 42 | $8.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $8.00K | 0.00% | +45 | New |
| Sutton Wealth Advisors Inc. | 42 | $7.68K | 0.00% | +7+20.0% | Added |
| 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 |
| Financial Management Professionals, Inc. | 35 | $6.00K | 0.00% | +13+59.1% | Added |
| Crewe Advisors LLC | 32 | $6.00K | 0.00% | +32 | 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 |