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, Q4 2022
Institutional positions in Equifax Inc as of Dec 31, 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
- 636
- +20 vs. Q3 2022
- Shares held
- 121.7M
- +5.68M (+4.9%) vs. Q3 2022
- Total value
- $23.6B
- +$3.74B (+18.8%) vs. Q3 2022
- New holders
- 88
- 217 more added
- Sold out
- 68
- 212 more reduced
11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sageworth Trust Co | 1 | $0 | 0.00% | +1 | New |
| Central Trust Co | 1 | $194 | 0.00% | −223−99.6% | Reduced |
| Sound Income Strategies, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $194 | 0.00% | +1 | New |
| Colonial Trust Advisors | 1 | $194 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 2 | $389 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $389 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 4 | $777 | 0.00% | −8−66.7% | Reduced |
| Gradient Investments LLC | 5 | $972 | 0.00% | +1+25.0% | Added |
| Coston, McIsaac & Partners | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $1.00K | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $1.17K | 0.00% | +1+20.0% | Added |
| North Star Investment Management Corp. | 6 | $1.17K | 0.00% | +6 | New |
| TFC Financial Management | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $1.55K | 0.00% | −40−83.3% | Reduced |
| MCF Advisors LLC | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| American National Bank | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.33K | 0.00% | +5+71.4% | Added |
| Disciplined Investments, LLC | 13 | $2.53K | 0.00% | +5+62.5% | Added |
| Abound Wealth Management | 13 | $2.53K | 0.00% | +8+160.0% | Added |
| Schubert & Co | 14 | $2.72K | 0.00% | −3−17.6% | Reduced |
| BerganKDV Wealth Management, LLC | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $2.92K | 0.00% | +8+114.3% | Added |
| Harbor Investment Advisory, LLC | 16 | $3.11K | 0.00% | −1−5.9% | Reduced |
| Red Tortoise LLC | 16 | $3.11K | 0.00% | +16 | New |
| Column Capital Advisors, LLC | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25 | $4.00K | 0.00% | +8+47.1% | Added |
| Proequities, Inc. | 25 | $4.86K | 0.00% | −25−50.0% | Reduced |
| Tompkins Financial Corp | 25 | $5.00K | 0.00% | +25 | New |
| Zions Bancorporation, N.A. | 26 | $5.05K | 0.00% | −27−50.9% | Reduced |
| Zullo Investment Group, Inc. | 27 | $5.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $5.44K | 0.00% | −64−69.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 30 | $5.84K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 29 | $5.95K | 0.00% | +29 | New |
| Bartlett & Co. LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $6.00K | 0.00% | +112 | New |
| JFS Wealth Advisors, LLC | 33 | $6.38K | 0.00% | −320−90.7% | Reduced |
| Sutton Wealth Advisors Inc. | 34 | $6.61K | 0.00% | −2−5.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $7.39K | 0.00% | +2+5.6% | Added |
| Brown Brothers Harriman & Co | 39 | $7.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 205 | $7.61K | 0.00% | +205 | New |
| Larson Financial Group LLC | 40 | $7.77K | 0.00% | +40 | New |
| Rocky Mountain Advisers, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $8.36K | 0.00% | +15+53.6% | Added |
| M&R Capital Management Inc | 46 | $8.94K | 0.00% | +46 | New |
| Harbour Investments, Inc. | 48 | $9.33K | 0.00% | +3+6.7% | Added |
| Baker Avenue Asset Management, LP | 49 | $9.52K | 0.00% | +49 | New |
| Earnest Partners LLC | 51 | $9.91K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $10.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 59 | $11.5K | 0.00% | +57+2,850.0% | Added |
| Cambridge Trust Co | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $12.2K | 0.00% | +41+186.4% | Added |
| Money Concepts Capital Corp | 65 | $12.7K | 0.00% | +5+8.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 66 | $12.8K | 0.01% | −1−1.5% | Reduced |
| Fiduciary Alliance LLC | 66 | $12.8K | 0.00% | +66 | New |
| Valley National Advisers Inc | 62 | $13.0K | 0.00% | −61−49.6% | Reduced |
| Covestor Ltd | 66 | $13.0K | 0.01% | −7−9.6% | Reduced |
| Spire Wealth Management | 65 | $13.0K | 0.00% | +29+80.6% | Added |
| Ruedi Wealth Management, Inc. | 69 | $13.4K | 0.01% | +69 | New |
| TSFG, LLC | 70 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $14.4K | 0.01% | +66 | New |
| Creative Financial Designs Inc | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 81 | $15.7K | 0.01% | +81 | New |
| Farmers & Merchants Investments Inc | 82 | $15.9K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 86 | $16.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 101 | $17.0K | 0.00% | +52+106.1% | Added |
| Dark Forest Capital Management LP | 89 | $17.3K | 0.00% | +89 | New |
| Delta Asset Management LLC | 90 | $17.5K | 0.00% | +90 | New |
| McClarren Financial Advisors, Inc. | 99 | $19.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 100 | $19.4K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 100 | $19.5K | 0.00% | +13+14.9% | Added |
| Raffa Wealth Management, LLC | 107 | $20.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $21.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 115 | $22.0K | 0.01% | +115 | New |
| Addison Advisors LLC | 115 | $22.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 116 | $22.5K | 0.00% | −60−34.1% | Reduced |
| Elequin Capital LP | 118 | $22.9K | 0.01% | +118 | New |
| Smithfield Trust Co | 128 | $24.0K | 0.00% | −8−5.9% | Reduced |
| Clear Street Markets LLC | 124 | $24.0K | 0.00% | +124 | New |
| First Horizon Advisors, Inc. | 124 | $24.1K | 0.00% | −74−37.4% | Reduced |
| Caldwell Trust Co | 126 | $24.5K | 0.00% | −480−79.2% | Reduced |
| Massmutual Trust Co FSB | 129 | $25.0K | 0.00% | +68+111.5% | Added |
| Atlas Capital Advisors LLC | 134 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 142 | $27.6K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 146 | $28.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 147 | $28.6K | 0.01% | +147 | New |
| Benjamin Edwards Inc | 156 | $30.0K | 0.01% | +7+4.7% | Added |
| CVA Family Office, LLC | 160 | $31.1K | 0.01% | +40+33.3% | Added |
| Pacifica Partners Inc. | 160 | $31.1K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 168 | $32.7K | 0.03% | −28−14.3% | Reduced |
| Trust Co of Vermont | 173 | $33.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 208 | $35.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 199 | $38.7K | 0.01% | −50−20.1% | Reduced |