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 |
|---|---|---|---|---|---|
| Geo Capital Gestora de Recursos Ltd | 320 | $55.0K | 0.04% | +36+12.7% | Added |
| Clearstead Advisors, LLC | 324 | $56.0K | 0.01% | −33−9.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 332 | $57.0K | 0.00% | +332 | New |
| Piscataqua Savings Bank | 337 | $58.0K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 353 | $60.0K | 0.01% | +36+11.4% | Added |
| DT Investment Partners, LLC | 355 | $61.0K | 0.01% | +355 | New |
| Parallel Advisors, LLC | 390 | $67.0K | 0.00% | +61+18.5% | Added |
| NVWM, LLC | 400 | $69.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $69.0K | 0.04% | +400 | New |
| Okabena Investment Services Inc | 425 | $73.0K | 0.04% | +425 | New |
| Pflug Koory, LLC | 435 | $75.0K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 443 | $76.0K | 0.01% | −8,457−95.0% | Reduced |
| Umb Bank N A | 502 | $87.0K | 0.00% | −8−1.6% | Reduced |
| MUFG Americas Holdings Corp | 511 | $88.0K | 0.00% | −22−4.1% | Reduced |
| Osterweis Capital Management Inc | 560 | $96.0K | 0.01% | +560 | New |
| Penserra Capital Management LLC | 587 | $100.0K | 0.00% | +14+2.4% | Added |
| Caldwell Trust Co | 606 | $103.9K | 0.02% | 00.0% | Unchanged |
| Tobam | 651 | $112.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 666 | $114.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 671 | $115.0K | 0.00% | −1,000−59.8% | Reduced |
| Ci Investments Inc. | 668 | $115.0K | 0.00% | +135+25.3% | Added |
| CWM, LLC | 697 | $119.0K | 0.00% | +360+106.8% | Added |
| Ellevest, Inc. | 739 | $127.0K | 0.01% | −149−16.8% | Reduced |
| Sentry Investment Management LLC | 809 | $139.0K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 984 | $168.0K | 0.00% | −170−14.7% | Reduced |
| Salem Investment Counselors Inc | 986 | $169.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,040 | $178.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,138 | $195.0K | 0.00% | −11−1.0% | Reduced |
| Pathstone Family Office, LLC | 1,175 | $201.6K | 0.00% | +1,175 | New |
| Fund Management at Engine No. 1 LLC | 1,178 | $202.0K | 0.06% | −57−4.6% | Reduced |
| Wealth Alliance | 1,180 | $202.0K | 0.04% | +1,180 | New |
| Cannon Financial Strategists, Inc. | 1,187 | $203.5K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,190 | $204.0K | 0.02% | +1,190 | New |
| Wendell David Associates Inc | 1,200 | $206.0K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,210 | $207.0K | 0.02% | −26−2.1% | Reduced |
| Horizon Investments, LLC | 1,229 | $211.0K | 0.01% | +122+11.0% | Added |
| Man Group plc | 1,237 | $212.0K | 0.00% | – | – |
| Diversified Trust Co | 1,235 | $212.0K | 0.01% | +1,235 | New |
| O'Shaughnessy Asset Management, LLC | 1,254 | $215.0K | 0.00% | −201−13.8% | Reduced |
| Wipfli Financial Advisors LLC, | 1,261 | $216.0K | 0.02% | +1,261 | New |
| Siemens Fonds Invest GmbH | 1,266 | $217.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,271 | $218.0K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,270 | $218.0K | 0.03% | +133+11.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,289 | $221.0K | 0.01% | −183−12.4% | Reduced |
| Jump Financial, LLC | 1,297 | $223.0K | 0.01% | −29,384−95.8% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $223.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,306 | $224.0K | 0.02% | +60+4.8% | Added |
| United Capital Financial Advisers, LLC | 1,352 | $232.0K | 0.00% | −85−5.9% | Reduced |
| Quadrant Capital Group LLC | 1,354 | $232.0K | 0.03% | −36−2.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,365 | $234.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,364 | $234.0K | 0.02% | +245+21.9% | Added |
| Zeke Capital Advisors, LLC | 1,384 | $237.0K | 0.02% | −6−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,400 | $240.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 1,400 | $240.0K | 0.01% | +1,400 | New |
| We Are One Seven, LLC | 1,408 | $241.0K | 0.02% | +234+19.9% | Added |
| Pettee Investors, Inc. | 1,413 | $242.0K | 0.13% | −425−23.1% | Reduced |
| Toroso Investments, LLC | 1,420 | $243.0K | 0.01% | +47+3.4% | Added |
| Advisory Services Network, LLC | 1,433 | $246.0K | 0.01% | +1,433 | New |
| Allstate Corp | 1,438 | $247.0K | 0.01% | −769−34.8% | Reduced |
| Oxford Financial Group Ltd | 1,462 | $251.0K | 0.04% | −2−0.1% | Reduced |
| SNS Financial Group, LLC | 1,465 | $251.0K | 0.04% | +6+0.4% | Added |
| Greenleaf Trust | 1,466 | $251.0K | 0.00% | +324+28.4% | Added |
| Bryn Mawr Trust Co | 1,472 | $252.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,475 | $252.0K | 0.02% | +225+18.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,470 | $252.0K | 0.03% | +1,470 | New |
| Vontobel Holding Ltd. | 1,530 | $255.0K | 0.00% | −152−9.0% | Reduced |
| Washington Trust Co | 1,500 | $257.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,506 | $258.0K | 0.01% | −93−5.8% | Reduced |
| Cigna Investments Inc | 1,508 | $258.0K | 0.06% | −63−4.0% | Reduced |
| Pitcairn Co | 1,512 | $259.0K | 0.03% | +27+1.8% | Added |
| Two Sigma Securities, LLC | 1,508 | $259.0K | 0.04% | +1,508 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,560 | $267.0K | 0.03% | +190+13.9% | Added |
| Wetherby Asset Management Inc | 1,570 | $269.0K | 0.02% | −75−4.6% | Reduced |
| TownSquare Capital, LLC | 1,568 | $269.0K | 0.01% | +1,568 | New |
| TrueWealth Advisors, LLC | 1,583 | $271.0K | 0.13% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,582 | $271.0K | 0.20% | +156+10.9% | Added |
| 55I, LLC | 1,595 | $274.0K | 0.01% | +1,595 | New |
| Trust Co of Virginia | 1,619 | $277.0K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,650 | $282.0K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,654 | $284.0K | 0.00% | −150−8.3% | Reduced |
| Bayesian Capital Management, LP | 1,666 | $286.0K | 0.06% | +1,666 | New |
| First Manhattan Co | 1,693 | $290.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,696 | $291.0K | 0.02% | +1,696 | New |
| CWM Advisors, LLC | 1,710 | $293.0K | 0.04% | +13+0.8% | Added |
| Private Trust Co NA | 1,713 | $294.0K | 0.05% | −52−2.9% | Reduced |
| Symmetry Partners, LLC | 1,725 | $296.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,759 | $302.0K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,761 | $302.0K | 0.01% | +11+0.6% | Added |
| Rockefeller Capital Management L.P. | 1,770 | $303.0K | 0.00% | −35−1.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,801 | $308.7K | 0.16% | +1+0.1% | Added |
| Los Angeles Capital Management LLC | 1,803 | $309.0K | 0.00% | −752−29.4% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $309.0K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,839 | $315.0K | 0.01% | −11−0.6% | Reduced |
| CIBC World Markets Corp | 1,857 | $318.0K | 0.00% | −6,683−78.3% | Reduced |
| Bragg Financial Advisors, Inc | 1,880 | $322.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $322.0K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,900 | $325.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,900 | $326.0K | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,916 | $328.0K | 0.12% | +350+22.3% | Added |
| Fifth Third Bancorp | 1,971 | $338.0K | 0.00% | +221+12.6% | Added |