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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 1,594 | $310.0K | 0.05% | −119−6.9% | Reduced |
| Trust Co of Virginia | 1,600 | $311.0K | 0.04% | −19−1.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,600 | $311.0K | 0.04% | +40+2.6% | Added |
| Rockefeller Capital Management L.P. | 1,624 | $315.0K | 0.00% | −146−8.2% | Reduced |
| Quadrant Capital Group LLC | 1,635 | $317.8K | 0.04% | +281+20.8% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $320.6K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,653 | $321.3K | 0.01% | −1−0.1% | Reduced |
| Virtu Financial LLC | 1,705 | $331.0K | 0.04% | +1,705 | New |
| Oxford Financial Group Ltd | 1,714 | $333.1K | 0.04% | +252+17.2% | Added |
| Vontobel Holding Ltd. | 1,758 | $334.4K | 0.00% | +228+14.9% | Added |
| Ameritas Investment Partners, Inc. | 1,506 | $334.5K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,725 | $335.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,725 | $335.3K | 0.01% | −36−2.0% | Reduced |
| HM Payson & Co | 1,727 | $335.7K | 0.01% | −32−1.8% | Reduced |
| International Assets Investment Management, LLC | 200,777 | $336.8K | 0.03% | +200,777 | New |
| CWM Advisors, LLC | 1,769 | $343.8K | 0.04% | +59+3.5% | Added |
| Atria Wealth Solutions, Inc. | 1,781 | $346.2K | 0.01% | −2,072−53.8% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $349.8K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 1,818 | $353.3K | 0.00% | +1,818 | New |
| Peapack Gladstone Financial Corp | 1,823 | $354.0K | 0.01% | −16−0.9% | Reduced |
| Fifth Third Bancorp | 1,867 | $362.9K | 0.00% | −104−5.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,878 | $365.0K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,880 | $365.4K | 0.02% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,900 | $369.3K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,900 | $370.0K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,908 | $371.0K | 0.00% | −325−14.6% | Reduced |
| Assenagon Asset Management S.A. | 1,975 | $384.0K | 0.00% | −74−3.6% | Reduced |
| Group One Trading, L.P. | 2,002 | $389.1K | 0.01% | +2,002 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,014 | $391.5K | 0.26% | +432+27.3% | Added |
| Nicolet Bankshares Inc | 2,023 | $393.2K | 0.14% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,025 | $393.6K | 0.52% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,042 | $396.9K | 0.01% | −3,665−64.2% | Reduced |
| BBR Partners, LLC | 2,048 | $398.0K | 0.04% | +4+0.2% | Added |
| South Dakota Investment Council | 2,085 | $405.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,104 | $408.9K | 0.00% | +101+5.0% | Added |
| Natixis Investment Managers International | 2,110 | $410.1K | 0.03% | +635+43.1% | Added |
| Roundview Capital LLC | 2,134 | $414.8K | 0.05% | −80−3.6% | Reduced |
| Manchester Capital Management LLC | 2,150 | $417.9K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,193 | $426.0K | 0.01% | +120+5.8% | Added |
| Wedmont Private Capital | 2,098 | $429.3K | 0.06% | +2,098 | New |
| Blueshift Asset Management, LLC | 2,217 | $430.9K | 0.20% | +2,217 | New |
| Concentric Capital Strategies, LP | 2,244 | $436.1K | 0.22% | +2,244 | New |
| Bleakley Financial Group, LLC | 2,272 | $441.5K | 0.02% | +2,272 | New |
| Allworth Financial LP | 2,290 | $445.1K | 0.00% | −59−2.5% | Reduced |
| Rappaport Reiches Capital Management, LLC | 2,300 | $447.0K | 0.22% | +499+27.7% | Added |
| National Asset Management, Inc. | 2,344 | $455.5K | 0.01% | +284+13.8% | Added |
| O'Shaughnessy Asset Management, LLC | 2,346 | $456.0K | 0.01% | +1,092+87.1% | Added |
| Tokio Marine Asset Management Co Ltd | 2,364 | $459.5K | 0.04% | +322+15.8% | Added |
| Morningstar Investment Services LLC | 2,309 | $470.0K | 0.01% | +4+0.2% | Added |
| Janney Capital Management LLC | 2,461 | $478.0K | 0.03% | +90+3.8% | Added |
| Intercontinental Wealth Advisors, LLC | 2,461 | $478.3K | 0.14% | −6−0.2% | Reduced |
| Doheny Asset Management | 2,500 | $486.0K | 0.56% | 00.0% | Unchanged |
| Annandale Capital, LLC | 2,515 | $489.0K | 0.16% | +2,515 | New |
| Sun Life Financial INC | 2,533 | $495.1K | 0.04% | −237−8.6% | Reduced |
| Financial Advisory Corp | 2,552 | $496.0K | 0.25% | −19−0.7% | Reduced |
| K.J. Harrison & Partners Inc | 1,916 | $504.4K | 0.10% | 00.0% | Unchanged |
| First Manhattan Co | 2,596 | $504.6K | 0.00% | +903+53.3% | Added |
| Athena Investment Management | 2,633 | $511.8K | 0.38% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,646 | $514.3K | 0.00% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,666 | $518.0K | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,686 | $522.1K | 0.01% | +3+0.1% | Added |
| TownSquare Capital, LLC | 2,750 | $534.5K | 0.01% | +1,182+75.4% | Added |
| Veritable, L.P. | 2,761 | $536.6K | 0.01% | +172+6.6% | Added |
| Meeder Advisory Services, Inc. | 2,826 | $549.3K | 0.07% | +2,826 | New |
| Eagle Ridge Investment Management | 2,828 | $549.6K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $551.0K | 0.06% | 00.0% | Unchanged |
| Veriti Management LLC | 2,853 | $554.5K | 0.07% | +14+0.5% | Added |
| Bowen Hanes & Co Inc | 2,868 | $557.4K | 0.02% | −1,970−40.7% | Reduced |
| Aberdeen Wealth Management LLC | 2,900 | $563.6K | 0.43% | 00.0% | Unchanged |
| Vestcor Inc | 2,903 | $564.0K | 0.02% | +21+0.7% | Added |
| AIA Group Ltd | 2,932 | $569.9K | 0.03% | −118−3.9% | Reduced |
| Brighton Jones LLC | 2,935 | $570.5K | 0.03% | −11−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,964 | $576.0K | 0.01% | −2,036−40.7% | Reduced |
| Guggenheim Capital LLC | 2,980 | $579.2K | 0.01% | −4,485−60.1% | Reduced |
| Pendal Group Limited | 3,007 | $584.4K | 0.01% | −754−20.0% | Reduced |
| Huntington National Bank | 3,027 | $588.3K | 0.01% | +892+41.8% | Added |
| Impax Asset Management Group plc | 3,031 | $589.1K | 0.00% | −1,067−26.0% | Reduced |
| Financial Counselors Inc | 3,048 | $592.0K | 0.01% | −307−9.2% | Reduced |
| Linscomb & Williams, Inc. | 3,064 | $595.6K | 0.03% | +488+18.9% | Added |
| Cerity Partners LLC | 3,052 | $597.5K | 0.00% | +758+33.0% | Added |
| Laurel Wealth Advisors, Inc. | 3,075 | $598.0K | 0.06% | −293−8.7% | Reduced |
| Spinnaker Trust | 3,125 | $607.0K | 0.05% | −175−5.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,158 | $614.0K | 0.03% | −11,020−77.7% | Reduced |
| Park Avenue Securities LLC | 3,170 | $616.0K | 0.01% | −741−18.9% | Reduced |
| Empirical Finance, LLC | 3,220 | $625.8K | 0.06% | +273+9.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,243 | $630.0K | 0.04% | +674+26.2% | Added |
| Metis Global Partners, LLC | 3,245 | $630.7K | 0.06% | +880+37.2% | Added |
| Triangle Securities Wealth Management | 3,281 | $637.7K | 0.23% | −47−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 3,304 | $642.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,342 | $650.0K | 0.02% | −77−2.3% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $675.7K | 0.48% | +3,034 | New |
| Belpointe Asset Management LLC | 3,497 | $679.7K | 0.04% | −568−14.0% | Reduced |
| LVW Advisors, LLC | 3,518 | $683.8K | 0.14% | −264−7.0% | Reduced |
| Exchange Capital Management, Inc. | 3,544 | $688.8K | 0.15% | −50−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,593 | $698.3K | 0.01% | −101−2.7% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $699.7K | 0.06% | +3,600 | New |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $700.0K | 0.32% | 00.0% | Unchanged |
| Bamco Inc | 3,700 | $719.1K | 0.00% | −2,300−38.3% | Reduced |
| Community Bank, N.A. | 3,800 | $738.6K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,837 | $745.8K | 0.02% | −709−15.6% | Reduced |