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, Q3 2022
Institutional positions in Equifax Inc as of Sep 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
- 627
- −1 vs. Q2 2022
- Shares held
- 116.2M
- +3.33M (+3.0%) vs. Q2 2022
- Total value
- $19.9B
- −$714.1M (−3.5%) vs. Q2 2022
- New holders
- 58
- 211 more added
- Sold out
- 59
- 237 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Leonteq Securities AG | 2 | $343 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $858 | 0.00% | +5 | New |
| Coston, McIsaac & Partners | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Surevest, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| State of Wyoming | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| MCF Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 17 | $2.00K | 0.00% | +11+183.3% | Added |
| Cullen/Frost Bankers, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| American National Bank | 12 | $2.00K | 0.00% | +12 | New |
| Covington Capital Management | 9 | $2.00K | 0.00% | +9 | New |
| Almanack Investment Partners, LLC. | 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% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $3.00K | 0.00% | −1−5.6% | Reduced |
| Harbor Investment Advisory, LLC | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| Cutler Group LP | 19 | $3.00K | 0.00% | +19 | New |
| Capital Analysts, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Center for Financial Planning, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Standard Family Office LLC | 20 | $3.00K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 22 | $4.00K | 0.00% | −16−42.1% | Reduced |
| Financial Management Professionals, Inc. | 22 | $4.00K | 0.00% | −13−37.1% | Reduced |
| Bartlett & Co. LLC | 30 | $5.00K | 0.00% | −158−84.0% | Reduced |
| Core Alternative Capital | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $5.00K | 0.00% | +28 | New |
| Ten Capital Wealth Advisors, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Bartlett & Co. Wealth Management LLC | 30 | $5.14K | 0.00% | −158−84.0% | Reduced |
| Spire Wealth Management | 36 | $6.00K | 0.00% | −37−50.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 36 | $6.17K | 0.00% | −6−14.3% | Reduced |
| Brown Brothers Harriman & Co | 39 | $7.00K | 0.00% | −18−31.6% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $7.00K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $7.00K | 0.00% | +9+28.1% | Added |
| Bogart Wealth, LLC | 41 | $7.00K | 0.00% | +41 | New |
| Evoke Wealth, LLC | 49 | $8.00K | 0.00% | −24−32.9% | Reduced |
| Harbour Investments, Inc. | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 48 | $8.00K | 0.00% | +40+500.0% | Added |
| Zions Bancorporation, N.A. | 53 | $9.00K | 0.00% | −5−8.6% | Reduced |
| McIlrath & Eck, LLC | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49 | $9.00K | 0.00% | +11+28.9% | Added |
| Proequities, Inc. | 50 | $9.00K | 0.00% | +40+400.0% | Added |
| Money Concepts Capital Corp | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $10.0K | 0.00% | +7+13.0% | Added |
| Cambridge Trust Co | 64 | $11.0K | 0.00% | −184−74.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 67 | $11.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 69 | $12.0K | 0.01% | −37−34.9% | Reduced |
| TSFG, LLC | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $13.0K | 0.01% | −226−75.6% | Reduced |
| Creative Financial Designs Inc | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 78 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $14.0K | 0.00% | +15+22.4% | Added |
| West Paces Advisors Inc. | 86 | $14.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $15.0K | 0.00% | −3−3.3% | Reduced |
| Eagle Bay Advisors LLC | 90 | $16.0K | 0.01% | −70−43.8% | Reduced |
| AdvisorNet Financial, Inc | 92 | $16.0K | 0.00% | +9+10.8% | Added |
| McClarren Financial Advisors, Inc. | 99 | $16.0K | 0.02% | +99 | New |
| Optimum Investment Advisors | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $17.0K | 0.01% | +1+1.0% | Added |
| Raffa Wealth Management, LLC | 107 | $18.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $19.0K | 0.00% | +1+0.9% | Added |
| Loomis Sayles & Co L P | 110 | $19.0K | 0.00% | +110 | New |
| Addison Advisors LLC | 115 | $20.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 123 | $20.0K | 0.00% | +34+38.2% | Added |
| CVA Family Office, LLC | 120 | $21.0K | 0.01% | +40+50.0% | Added |
| Harvest Fund Management Co., Ltd | 129 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 136 | $24.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 142 | $24.3K | 0.00% | −2−1.4% | Reduced |
| Glen Eagle Advisors, LLC | 142 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 146 | $25.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $25.0K | 0.01% | +150 | New |
| Benjamin Edwards Inc | 149 | $26.0K | 0.01% | +28+23.1% | Added |
| Pacifica Partners Inc. | 160 | $29.0K | 0.02% | −10−5.9% | Reduced |
| Trust Co of Vermont | 173 | $30.0K | 0.00% | +23+15.3% | Added |
| MV Capital Management, Inc. | 176 | $30.0K | 0.01% | +43+32.3% | Added |
| First Horizon Advisors, Inc. | 198 | $33.0K | 0.00% | −45−18.5% | Reduced |
| Western Pacific Wealth Management, LP | 196 | $33.0K | 0.03% | +189+2,700.0% | Added |
| Key Financial Inc | 208 | $36.0K | 0.02% | +208 | New |
| Lindbrook Capital, LLC | 217 | $37.0K | 0.01% | −58−21.1% | Reduced |
| Central Trust Co | 224 | $38.0K | 0.00% | −266−54.3% | Reduced |
| IFP Advisors, Inc | 396 | $38.0K | 0.00% | +133+50.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 248 | $42.5K | 0.00% | +248 | New |
| Parkside Financial Bank & Trust | 249 | $43.0K | 0.01% | −5−2.0% | Reduced |
| City State Bank | 250 | $43.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 270 | $46.0K | 0.00% | +10+3.8% | Added |
| Glassman Wealth Services | 272 | $47.0K | 0.01% | −6−2.2% | Reduced |
| Versant Capital Management, Inc | 276 | $47.0K | 0.02% | +2+0.7% | Added |
| Ellis Investment Partners, LLC | 311 | $53.0K | 0.01% | 00.0% | Unchanged |