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 |
|---|---|---|---|---|---|
| Intercontinental Wealth Advisors, LLC | 2,467 | $423.0K | 0.13% | +49+2.0% | Added |
| Janney Capital Management LLC | 2,371 | $406.0K | 0.03% | +7+0.3% | Added |
| Metis Global Partners, LLC | 2,365 | $405.0K | 0.07% | +246+11.6% | Added |
| Allworth Financial LP | 2,349 | $403.0K | 0.01% | −276−10.5% | Reduced |
| Cerity Partners LLC | 2,294 | $393.0K | 0.00% | −179−7.2% | Reduced |
| Prudential PLC | 2,291 | $393.0K | 0.01% | +183+8.7% | Added |
| Morningstar Investment Services LLC | 2,305 | $384.0K | 0.01% | −13,675−85.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,233 | $383.0K | 0.00% | +389+21.1% | Added |
| Roundview Capital LLC | 2,214 | $380.0K | 0.05% | +405+22.4% | Added |
| Heritage Wealth Management, LLC | 2,213 | $379.0K | 0.12% | +90+4.2% | Added |
| CAPROCK Group, Inc. | 2,173 | $373.0K | 0.04% | +173+8.6% | Added |
| Manchester Capital Management LLC | 2,150 | $369.0K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 2,135 | $366.0K | 0.00% | +10+0.5% | Added |
| Sanders Morris Harris LLC | 2,100 | $360.0K | 0.09% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,085 | $357.0K | 0.01% | −2,000−49.0% | Reduced |
| Ancora Advisors, LLC | 2,073 | $355.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,060 | $354.0K | 0.01% | −4−0.2% | Reduced |
| Assenagon Asset Management S.A. | 2,049 | $351.0K | 0.00% | −33,604−94.3% | Reduced |
| Heartland Bank & Trust Co | 2,045 | $351.0K | 0.34% | −59−2.8% | Reduced |
| BBR Partners, LLC | 2,044 | $350.0K | 0.04% | −194−8.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,042 | $350.0K | 0.03% | −25−1.2% | Reduced |
| Wedgewood Investors Inc | 2,025 | $347.0K | 0.53% | −1,000−33.1% | Reduced |
| Nicolet Bankshares Inc | 2,023 | $347.0K | 0.10% | −10−0.5% | Reduced |
| Keybank National Association | 2,003 | $343.0K | 0.00% | −106−5.0% | Reduced |
| Nicholas Company, Inc. | 2,000 | $342.9K | 0.01% | +2,000 | New |
| Fifth Third Bancorp | 1,971 | $338.0K | 0.00% | +221+12.6% | Added |
| K.J. Harrison & Partners Inc | 1,916 | $328.0K | 0.12% | +350+22.3% | Added |
| Banque Cantonale Vaudoise | 1,900 | $326.0K | 0.02% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,900 | $325.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| CIBC World Markets Corp | 1,857 | $318.0K | 0.00% | −6,683−78.3% | Reduced |
| Peapack Gladstone Financial Corp | 1,839 | $315.0K | 0.01% | −11−0.6% | Reduced |
| 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 |
| Rappaport Reiches Capital Management, LLC | 1,801 | $308.7K | 0.16% | +1+0.1% | Added |
| Rockefeller Capital Management L.P. | 1,770 | $303.0K | 0.00% | −35−1.9% | Reduced |
| 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 |
| Symmetry Partners, LLC | 1,725 | $296.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,713 | $294.0K | 0.05% | −52−2.9% | Reduced |
| CWM Advisors, LLC | 1,710 | $293.0K | 0.04% | +13+0.8% | Added |
| Ritholtz Wealth Management | 1,696 | $291.0K | 0.02% | +1,696 | New |
| First Manhattan Co | 1,693 | $290.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,666 | $286.0K | 0.06% | +1,666 | New |
| Williams Jones Wealth Management, LLC. | 1,654 | $284.0K | 0.00% | −150−8.3% | Reduced |
| Ironwood Investment Counsel, LLC | 1,650 | $282.0K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,619 | $277.0K | 0.04% | 00.0% | Unchanged |
| 55I, LLC | 1,595 | $274.0K | 0.01% | +1,595 | 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 |
| 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 |
| Texas Capital Bank Wealth Management Services Inc | 1,560 | $267.0K | 0.03% | +190+13.9% | Added |
| 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 |
| 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 |
| Washington Trust Co | 1,500 | $257.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,530 | $255.0K | 0.00% | −152−9.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,470 | $252.0K | 0.03% | +1,470 | New |
| 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 |
| 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 |
| Allstate Corp | 1,438 | $247.0K | 0.01% | −769−34.8% | Reduced |
| Advisory Services Network, LLC | 1,433 | $246.0K | 0.01% | +1,433 | New |
| Toroso Investments, LLC | 1,420 | $243.0K | 0.01% | +47+3.4% | Added |
| Pettee Investors, Inc. | 1,413 | $242.0K | 0.13% | −425−23.1% | Reduced |
| We Are One Seven, LLC | 1,408 | $241.0K | 0.02% | +234+19.9% | Added |
| 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 |
| Zeke Capital Advisors, LLC | 1,384 | $237.0K | 0.02% | −6−0.4% | 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 |
| 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 |
| Checchi Capital Advisers, LLC | 1,306 | $224.0K | 0.02% | +60+4.8% | Added |
| 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 |
| Meiji Yasuda Asset Management Co Ltd. | 1,289 | $221.0K | 0.01% | −183−12.4% | Reduced |
| 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 |
| Siemens Fonds Invest GmbH | 1,266 | $217.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,261 | $216.0K | 0.02% | +1,261 | New |
| O'Shaughnessy Asset Management, LLC | 1,254 | $215.0K | 0.00% | −201−13.8% | Reduced |
| Man Group plc | 1,237 | $212.0K | 0.00% | – | – |
| Diversified Trust Co | 1,235 | $212.0K | 0.01% | +1,235 | New |
| Horizon Investments, LLC | 1,229 | $211.0K | 0.01% | +122+11.0% | Added |
| Edge Capital Group, LLC | 1,210 | $207.0K | 0.02% | −26−2.1% | Reduced |
| Wendell David Associates Inc | 1,200 | $206.0K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,190 | $204.0K | 0.02% | +1,190 | New |
| Cannon Financial Strategists, Inc. | 1,187 | $203.5K | 0.08% | 00.0% | Unchanged |
| 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 |
| Pathstone Family Office, LLC | 1,175 | $201.6K | 0.00% | +1,175 | New |
| Steward Partners Investment Advisory, LLC | 1,138 | $195.0K | 0.00% | −11−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 1,040 | $178.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 986 | $169.0K | 0.01% | 00.0% | Unchanged |