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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 984 | $168.0K | 0.00% | −170−14.7% | Reduced |
| Sentry Investment Management LLC | 809 | $139.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 739 | $127.0K | 0.01% | −149−16.8% | Reduced |
| CWM, LLC | 697 | $119.0K | 0.00% | +360+106.8% | Added |
| 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 |
| Sargent Bickham Lagudis LLC | 666 | $114.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 651 | $112.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 606 | $103.9K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 587 | $100.0K | 0.00% | +14+2.4% | Added |
| Osterweis Capital Management Inc | 560 | $96.0K | 0.01% | +560 | New |
| MUFG Americas Holdings Corp | 511 | $88.0K | 0.00% | −22−4.1% | Reduced |
| Umb Bank N A | 502 | $87.0K | 0.00% | −8−1.6% | Reduced |
| Paloma Partners Management Co | 443 | $76.0K | 0.01% | −8,457−95.0% | Reduced |
| Pflug Koory, LLC | 435 | $75.0K | 0.05% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 425 | $73.0K | 0.04% | +425 | New |
| NVWM, LLC | 400 | $69.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $69.0K | 0.04% | +400 | New |
| Parallel Advisors, LLC | 390 | $67.0K | 0.00% | +61+18.5% | Added |
| DT Investment Partners, LLC | 355 | $61.0K | 0.01% | +355 | New |
| JFS Wealth Advisors, LLC | 353 | $60.0K | 0.01% | +36+11.4% | Added |
| Piscataqua Savings Bank | 337 | $58.0K | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 332 | $57.0K | 0.00% | +332 | New |
| Clearstead Advisors, LLC | 324 | $56.0K | 0.01% | −33−9.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 320 | $55.0K | 0.04% | +36+12.7% | Added |
| Ellis Investment Partners, LLC | 311 | $53.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Whittier Trust Co of Nevada Inc | 270 | $46.0K | 0.00% | +10+3.8% | Added |
| Parkside Financial Bank & Trust | 249 | $43.0K | 0.01% | −5−2.0% | Reduced |
| City State Bank | 250 | $43.0K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 248 | $42.5K | 0.00% | +248 | New |
| Central Trust Co | 224 | $38.0K | 0.00% | −266−54.3% | Reduced |
| IFP Advisors, Inc | 396 | $38.0K | 0.00% | +133+50.6% | Added |
| Lindbrook Capital, LLC | 217 | $37.0K | 0.01% | −58−21.1% | Reduced |
| Key Financial Inc | 208 | $36.0K | 0.02% | +208 | New |
| 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 |
| 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 |
| Pacifica Partners Inc. | 160 | $29.0K | 0.02% | −10−5.9% | Reduced |
| Benjamin Edwards Inc | 149 | $26.0K | 0.01% | +28+23.1% | Added |
| 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 |
| Glen Eagle Advisors, LLC | 142 | $24.3K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 142 | $24.3K | 0.00% | −2−1.4% | Reduced |
| Smithfield Trust Co | 136 | $24.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 129 | $22.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 120 | $21.0K | 0.01% | +40+50.0% | Added |
| Addison Advisors LLC | 115 | $20.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 123 | $20.0K | 0.00% | +34+38.2% | Added |
| 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 |
| Raffa Wealth Management, LLC | 107 | $18.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $17.0K | 0.01% | +1+1.0% | Added |
| 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 |
| Global Retirement Partners, LLC | 87 | $15.0K | 0.00% | −3−3.3% | Reduced |
| West Paces Advisors Inc. | 86 | $14.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $14.0K | 0.00% | +15+22.4% | Added |
| 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 |
| Riverview Trust Co | 69 | $12.0K | 0.01% | −37−34.9% | Reduced |
| TSFG, LLC | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 36 | $6.17K | 0.00% | −6−14.3% | 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 |
| Bartlett & Co. Wealth Management LLC | 30 | $5.14K | 0.00% | −158−84.0% | 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 |
| 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 |
| 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 |