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
- 626
- −1 vs. Q2 2022
- Shares held
- 116.1M
- +3.33M (+3.0%) vs. Q2 2022
- Total value
- $19.9B
- −$714.0M (−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 |
|---|---|---|---|---|---|
| Bamco Inc | 6,000 | $1.03M | 0.00% | −800−11.8% | Reduced |
| Long Road Investment Counsel, LLC | 5,966 | $1.02M | 0.56% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,846 | $1.00M | 0.83% | +5,846 | New |
| Northwest Investment Counselors, LLC | 5,814 | $997.0K | 0.33% | +546+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,777 | $990.0K | 0.01% | −127−2.2% | Reduced |
| Regions Financial Corp | 5,737 | $984.0K | 0.01% | −25−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 5,710 | $978.0K | 0.03% | −109−1.9% | Reduced |
| Gotham Asset Management, LLC | 5,707 | $978.0K | 0.03% | +815+16.7% | Added |
| Kestra Advisory Services, LLC | 5,688 | $975.0K | 0.01% | −57−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 5,678 | $973.0K | 0.00% | −3−0.1% | Reduced |
| HB Wealth Management, LLC | 5,648 | $968.0K | 0.02% | +26+0.5% | Added |
| Quantinno Capital Management LP | 5,535 | $949.0K | 0.12% | −1,415−20.4% | Reduced |
| E. Ohman J:or Asset Management AB | 5,500 | $942.9K | 0.04% | 00.0% | Unchanged |
| Seeyond | 5,500 | $942.0K | 0.11% | −298−5.1% | Reduced |
| Coronation Fund Managers Ltd. | 5,473 | $938.0K | 0.05% | −8,393−60.5% | Reduced |
| American Century Companies Inc | 5,422 | $930.0K | 0.00% | −107−1.9% | Reduced |
| Ethic Inc. | 5,346 | $916.0K | 0.06% | −2,445−31.4% | Reduced |
| Pegasus Partners Ltd. | 5,294 | $908.0K | 0.19% | +436+9.0% | Added |
| Univest Financial Corp | 5,250 | $900.0K | 0.29% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,247 | $899.0K | 0.10% | −693−11.7% | Reduced |
| Thrivent Financial for Lutherans | 5,221 | $895.0K | 0.00% | +30+0.6% | Added |
| Financial Engines Advisors L.L.C. | 5,190 | $889.0K | 0.00% | +396+8.3% | Added |
| Beacon Pointe Advisors, LLC | 5,090 | $872.0K | 0.02% | +87+1.7% | Added |
| Kovitz Investment Group Partners, LLC | 5,000 | $857.0K | 0.02% | −400−7.4% | Reduced |
| Bowen Hanes & Co Inc | 4,838 | $829.0K | 0.03% | −3,740−43.6% | Reduced |
| Alberta Investment Management Corp | 4,800 | $823.0K | 0.01% | −200−4.0% | Reduced |
| Donaldson Capital Management, LLC | 4,756 | $815.0K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,024 | $803.0K | 0.09% | +315+6.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,648 | $797.0K | 0.18% | −24−0.5% | Reduced |
| Advisor Partners II, LLC | 4,582 | $785.0K | 0.06% | +4,582 | New |
| Mercer Global Advisors Inc | 4,561 | $782.0K | 0.00% | +155+3.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,546 | $779.0K | 0.02% | −343−7.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,386 | $752.0K | 0.07% | +206+4.9% | Added |
| National Bank of Canada | 4,291 | $734.0K | 0.00% | −3,398−44.2% | Reduced |
| Monticello Wealth Management, LLC | 4,273 | $733.0K | 0.09% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,898 | $732.0K | 0.09% | 00.0% | Unchanged |
| Nwam LLC | 4,229 | $725.0K | 0.07% | +224+5.6% | Added |
| CX Institutional | 4,146 | $711.0K | 0.05% | −17−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,248 | $704.0K | 0.05% | +44+1.0% | Added |
| Impax Asset Management Group plc | 4,098 | $703.0K | 0.00% | −89−2.1% | Reduced |
| Connectus Wealth, LLC | 4,063 | $697.0K | 0.01% | +6+0.1% | Added |
| Belpointe Asset Management LLC | 4,065 | $697.0K | 0.05% | +122+3.1% | Added |
| Cresset Asset Management, LLC | 4,028 | $691.0K | 0.01% | +139+3.6% | Added |
| AE Wealth Management LLC | 3,997 | $685.0K | 0.01% | −208−4.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,917 | $672.0K | 0.00% | +1,542+64.9% | Added |
| Park Avenue Securities LLC | 3,911 | $670.0K | 0.01% | −198−4.8% | Reduced |
| Aevitas Wealth Management, Inc. | 3,896 | $668.0K | 0.50% | −27−0.7% | Reduced |
| Rafferty Asset Management, LLC | 3,885 | $666.0K | 0.01% | +3,885 | New |
| Atria Wealth Solutions, Inc. | 3,853 | $661.0K | 0.01% | +1,817+89.2% | Added |
| Community Bank, N.A. | 3,800 | $652.0K | 0.10% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 3,559 | $651.0K | 0.05% | +1,065+42.7% | Added |
| Quantitative Investment Management, LLC | 3,795 | $650.0K | 0.11% | +125+3.4% | Added |
| LVW Advisors, LLC | 3,782 | $648.0K | 0.15% | +138+3.8% | Added |
| Pendal Group Limited | 3,761 | $645.0K | 0.01% | +1,003+36.4% | Added |
| Accretive Wealth Partners, LLC | 3,704 | $635.0K | 0.48% | +5+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,694 | $633.0K | 0.01% | −566−13.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $617.0K | 0.30% | −500−12.2% | Reduced |
| Exchange Capital Management, Inc. | 3,594 | $616.0K | 0.14% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,414 | $614.5K | 0.14% | −698−17.0% | Reduced |
| Unigestion Holding SA | 3,521 | $588.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,419 | $586.0K | 0.02% | −26−0.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,368 | $577.0K | 0.06% | +1,003+42.4% | Added |
| Financial Counselors Inc | 3,355 | $575.0K | 0.01% | −200−5.6% | Reduced |
| Triangle Securities Wealth Management | 3,328 | $571.0K | 0.23% | +135+4.2% | Added |
| Illinois Municipal Retirement Fund | 3,304 | $566.0K | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 3,300 | $566.0K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,291 | $564.0K | 0.17% | −611−15.7% | Reduced |
| Wealthfront Advisers LLC | 3,106 | $532.0K | 0.00% | +686+28.3% | Added |
| AIA Group Ltd | 3,050 | $523.0K | 0.03% | +369+13.8% | Added |
| Wesbanco Bank Inc | 3,011 | $517.0K | 0.03% | −2,301−43.3% | Reduced |
| Intact Investment Management Inc. | 3,000 | $515.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,946 | $505.0K | 0.03% | −9−0.3% | Reduced |
| Empirical Finance, LLC | 2,947 | $505.0K | 0.06% | +484+19.7% | Added |
| Aberdeen Wealth Management LLC | 2,900 | $497.0K | 0.44% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,892 | $496.0K | 0.06% | −1,451−33.4% | Reduced |
| Vestcor Inc | 2,882 | $494.0K | 0.02% | +41+1.4% | Added |
| Veriti Management LLC | 2,839 | $487.0K | 0.07% | +140+5.2% | Added |
| Cetera Investment Advisers | 2,838 | $487.0K | 0.01% | +1,007+55.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $486.0K | 0.06% | −1,000−26.1% | Reduced |
| Eagle Ridge Investment Management | 2,828 | $485.0K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,777 | $476.0K | 0.03% | +478+20.8% | Added |
| Sun Life Financial INC | 2,770 | $475.0K | 0.04% | −542−16.4% | Reduced |
| Teza Capital Management LLC | 2,742 | $470.0K | 0.10% | +2,742 | New |
| EverSource Wealth Advisors, LLC | 2,737 | $469.0K | 0.11% | −336−10.9% | Reduced |
| Achmea Investment Management B.V. | 2,713 | $465.0K | 0.02% | −6,462−70.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,683 | $460.0K | 0.01% | −16−0.6% | Reduced |
| Highland Capital Management, LLC | 2,666 | $457.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,646 | $454.0K | 0.00% | 00.0% | Unchanged |
| Athena Investment Management | 2,633 | $451.0K | 0.38% | +125+5.0% | Added |
| Element Capital Management LLC | 2,600 | $446.0K | 0.21% | 00.0% | Unchanged |
| Prana Capital Management, LP | 2,590 | $444.0K | 0.03% | −41,634−94.1% | Reduced |
| Veritable, L.P. | 2,589 | $444.0K | 0.01% | −74−2.8% | Reduced |
| Everence Capital Management Inc | 2,580 | $442.0K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,576 | $442.0K | 0.03% | +16+0.6% | Added |
| Financial Advisory Corp | 2,571 | $441.0K | 0.25% | +62+2.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,569 | $440.0K | 0.03% | +138+5.7% | Added |
| Echo Street Capital Management LLC | 2,567 | $440.0K | 0.00% | +2,567 | New |
| Davenport & Co LLC | 2,529 | $434.0K | 0.00% | +67+2.7% | Added |
| Doheny Asset Management | 2,500 | $429.0K | 0.43% | +2,500 | New |
| Pacer Advisors, Inc. | 2,498 | $428.0K | 0.00% | +2,303+1,181.0% | Added |