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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 400 | $39.0K | 0.00% | +4+1.0% | Added |
| Lindbrook Capital, LLC | 221 | $43.0K | 0.01% | +4+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 251 | $48.8K | 0.00% | −19−7.0% | Reduced |
| City State Bank | 250 | $49.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 272 | $52.9K | 0.02% | −4−1.4% | Reduced |
| Compass Wealth Management LLC | 275 | $53.4K | 0.02% | +275 | New |
| Achmea Investment Management B.V. | 294 | $54.0K | 0.00% | −2,419−89.2% | Reduced |
| Clearstead Advisors, LLC | 296 | $57.5K | 0.00% | −28−8.6% | Reduced |
| Parallel Advisors, LLC | 297 | $57.8K | 0.00% | −93−23.8% | Reduced |
| Glassman Wealth Services | 300 | $58.3K | 0.01% | +28+10.3% | Added |
| Credit Agricole S A | 300 | $58.3K | 0.00% | +300 | New |
| Geo Capital Gestora de Recursos Ltd | 305 | $59.0K | 0.05% | −15−4.7% | Reduced |
| Piscataqua Savings Bank | 337 | $65.5K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 341 | $66.3K | 0.00% | −1,092−76.2% | Reduced |
| DT Investment Partners, LLC | 355 | $69.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 364 | $70.7K | 0.00% | −25,362−98.6% | Reduced |
| General Partner, Inc. | 364 | $70.7K | 0.07% | +364 | New |
| Eagle Bay Advisors LLC | 373 | $72.5K | 0.04% | +283+314.4% | Added |
| NVWM, LLC | 400 | $77.7K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $78.0K | 0.05% | 00.0% | Unchanged |
| Pflug Koory, LLC | 435 | $85.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 502 | $97.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 560 | $108.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 607 | $118.0K | 0.00% | −90−12.9% | Reduced |
| Horizon Bancorp Inc | 614 | $119.0K | 0.07% | +614 | New |
| Penserra Capital Management LLC | 637 | $123.0K | 0.00% | +50+8.5% | Added |
| PEAK6 Investments LLC | 640 | $124.4K | 0.01% | +640 | New |
| Tobam | 651 | $127.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 666 | $129.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 668 | $129.8K | 0.00% | −3−0.4% | Reduced |
| Sentry Investment Management LLC | 809 | $157.0K | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 944 | $183.0K | 0.01% | +944 | New |
| Ci Investments Inc. | 945 | $184.0K | 0.00% | +277+41.5% | Added |
| Salem Investment Counselors Inc | 986 | $191.6K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,031 | $200.4K | 0.02% | −235−18.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $201.4K | 0.00% | −8,000−88.5% | Reduced |
| Bokf, NA | 1,038 | $201.7K | 0.00% | +1,038 | New |
| Endurance Wealth Management, Inc. | 1,040 | $202.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,041 | $202.2K | 0.00% | +57+5.8% | Added |
| Everett Harris & Co | 1,048 | $204.0K | 0.00% | +1,048 | New |
| Busey Wealth Management | 1,058 | $205.6K | 0.01% | +1,058 | New |
| GSB Wealth Management, LLC | 1,069 | $207.7K | 0.07% | +1,069 | New |
| Austin Private Wealth, LLC | 1,070 | $208.0K | 0.04% | +1,070 | New |
| Meridian Wealth Management, LLC | 1,076 | $209.2K | 0.02% | +1,076 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $213.8K | 0.11% | +1,100 | New |
| Sabal Trust CO | 1,112 | $216.1K | 0.01% | +1,112 | New |
| American Trust | 1,113 | $216.3K | 0.02% | +1,113 | New |
| Cherry Creek Investment Advisors, Inc. | 1,149 | $223.3K | 0.17% | +1,149 | New |
| Burt Wealth Advisors | 1,156 | $224.7K | 0.08% | +1,156 | New |
| Nicholas Hoffman & Company, LLC. | 1,164 | $226.2K | 0.02% | +1,164 | New |
| Cannon Financial Strategists, Inc. | 1,166 | $226.6K | 0.08% | −21−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,169 | $227.2K | 0.02% | −137−10.5% | Reduced |
| CIBC World Markets Inc. | 1,177 | $229.0K | 0.00% | +1,177 | New |
| Steward Partners Investment Advisory, LLC | 1,188 | $230.9K | 0.00% | +50+4.4% | Added |
| Wendell David Associates Inc | 1,200 | $233.0K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,207 | $234.6K | 0.02% | −3−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,209 | $235.0K | 0.01% | −80−6.2% | Reduced |
| Diversified Trust Co | 1,240 | $241.0K | 0.01% | +5+0.4% | Added |
| Wealth Alliance | 1,247 | $242.3K | 0.04% | +67+5.7% | Added |
| Jefferies Financial Group Inc. | 1,249 | $242.8K | 0.00% | +1,249 | New |
| Moody National Bank Trust Division | 1,271 | $247.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,273 | $247.4K | 0.02% | +1,273 | New |
| Coldstream Capital Management Inc | 1,287 | $250.1K | 0.01% | +1,287 | New |
| Aureus Asset Management, LLC | 1,300 | $252.7K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 1,328 | $258.0K | 0.00% | −138−9.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,347 | $261.8K | 0.01% | +1,347 | New |
| Fund Management at Engine No. 1 LLC | 1,349 | $262.2K | 0.06% | +171+14.5% | Added |
| Los Angeles Capital Management LLC | 1,352 | $262.8K | 0.00% | −451−25.0% | Reduced |
| Johnson Investment Counsel Inc | 1,356 | $263.6K | 0.00% | +1,356 | New |
| Axxcess Wealth Management, LLC | 1,361 | $264.5K | 0.02% | +171+14.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,365 | $265.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,367 | $265.7K | 0.00% | −1,131−45.3% | Reduced |
| Zeke Capital Advisors, LLC | 1,387 | $269.6K | 0.02% | +3+0.2% | Added |
| Horizon Investments, LLC | 1,392 | $271.0K | 0.01% | +163+13.3% | Added |
| Capital Asset Advisory Services LLC | 1,270 | $272.0K | 0.02% | −1,622−56.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,400 | $272.0K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 1,400 | $272.1K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,401 | $272.3K | 0.03% | +1,401 | New |
| Wetherby Asset Management Inc | 1,409 | $273.9K | 0.02% | −161−10.3% | Reduced |
| Pettee Investors, Inc. | 1,413 | $275.0K | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,425 | $277.0K | 0.03% | −748−34.4% | Reduced |
| Clarius Group, LLC | 1,426 | $277.0K | 0.02% | +62+4.5% | Added |
| United Capital Financial Advisers, LLC | 1,440 | $279.8K | 0.00% | +88+6.5% | Added |
| Davenport & Co LLC | 1,444 | $281.0K | 0.00% | −1,085−42.9% | Reduced |
| Toroso Investments, LLC | 1,449 | $282.0K | 0.01% | +29+2.0% | Added |
| SNS Financial Group, LLC | 1,466 | $284.9K | 0.04% | +1+0.1% | Added |
| BSW Wealth Partners | 1,467 | $285.0K | 0.06% | +1,467 | New |
| We Are One Seven, LLC | 1,468 | $285.3K | 0.03% | +60+4.3% | Added |
| Bryn Mawr Trust Co | 1,472 | $286.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,500 | $291.5K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,502 | $291.9K | 0.03% | −10−0.7% | Reduced |
| Cigna Investments Inc | 1,508 | $293.0K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,519 | $295.2K | 0.03% | −1,258−45.3% | Reduced |
| Sawtooth Solutions, LLC | 1,526 | $296.5K | 0.04% | +256+20.2% | Added |
| Apollon Wealth Management, LLC | 1,535 | $298.3K | 0.02% | +1,535 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,556 | $302.0K | 0.01% | +1,556 | New |
| EverSource Wealth Advisors, LLC | 1,559 | $302.9K | 0.05% | −1,178−43.0% | Reduced |
| Ellevest, Inc. | 1,566 | $304.4K | 0.03% | +827+111.9% | Added |
| TrueWealth Advisors, LLC | 1,583 | $307.7K | 0.13% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,587 | $308.4K | 0.04% | +1,587 | New |