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 |
|---|---|---|---|---|---|
| Accretive Wealth Partners, LLC | 3,858 | $749.9K | 0.52% | +154+4.2% | Added |
| Fiduciary Group LLC | 3,898 | $757.6K | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,958 | $769.3K | 0.01% | −39−1.0% | Reduced |
| Nwam LLC | 4,005 | $778.4K | 0.07% | −224−5.3% | Reduced |
| Aevitas Wealth Management, Inc. | 4,023 | $781.9K | 0.46% | +127+3.3% | Added |
| Connectus Wealth, LLC | 4,059 | $789.1K | 0.02% | −4−0.1% | Reduced |
| Advisor OS, LLC | 4,135 | $803.7K | 0.21% | +844+25.6% | Added |
| Seeyond | 4,212 | $818.6K | 0.08% | −1,288−23.4% | Reduced |
| CX Institutional | 4,264 | $828.8K | 0.05% | +118+2.8% | Added |
| Monticello Wealth Management, LLC | 4,273 | $830.5K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,299 | $835.6K | 0.00% | +382+9.8% | Added |
| Twin Tree Management, LP | 4,322 | $840.0K | 0.03% | −11,352−72.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,386 | $852.0K | 0.07% | 00.0% | Unchanged |
| Gratus Capital LLC | 4,628 | $899.5K | 0.07% | −619−11.8% | Reduced |
| Prudential PLC | 4,631 | $900.1K | 0.01% | +2,340+102.1% | Added |
| Cetera Investment Advisers | 4,721 | $917.6K | 0.01% | +1,883+66.3% | Added |
| Donaldson Capital Management, LLC | 4,756 | $924.4K | 0.05% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 4,800 | $933.0K | 0.26% | +4,800 | New |
| Allstate Corp | 4,849 | $942.5K | 0.03% | +3,411+237.2% | Added |
| Allstate Investment Management Co | 4,849 | $942.5K | 0.03% | +4,849 | New |
| Fort Washington Investment Advisors Inc | 4,857 | $944.0K | 0.01% | +4,857 | New |
| Chicago Partners Investment Group LLC | 4,255 | $948.7K | 0.06% | +7+0.2% | Added |
| Mercer Global Advisors Inc | 5,019 | $975.0K | 0.00% | +458+10.0% | Added |
| Cetera Advisor Networks LLC | 5,019 | $975.5K | 0.01% | +5,019 | New |
| Wesbanco Bank Inc | 5,106 | $993.0K | 0.04% | +2,095+69.6% | Added |
| Heritage Wealth Management, LLC | 5,134 | $997.8K | 0.14% | +2,921+132.0% | Added |
| Wealthfront Advisers LLC | 5,149 | $1.00M | 0.00% | +2,043+65.8% | Added |
| E. Ohman J:or Asset Management AB | 5,200 | $1.01M | 0.04% | −300−5.5% | Reduced |
| Thrivent Financial for Lutherans | 5,244 | $1.02M | 0.00% | +23+0.4% | Added |
| Univest Financial Corp | 5,250 | $1.02M | 0.32% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,265 | $1.02M | 0.04% | −1,940−26.9% | Reduced |
| Pegasus Partners Ltd. | 5,349 | $1.04M | 0.17% | +55+1.0% | Added |
| Ieq Capital, LLC | 5,377 | $1.04M | 0.03% | −1,211−18.4% | Reduced |
| American Century Companies Inc | 5,398 | $1.05M | 0.00% | −24−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 5,565 | $1.08M | 0.02% | +475+9.3% | Added |
| CIBC Private Wealth Group, LLC | 5,677 | $1.10M | 0.00% | −10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,744 | $1.12M | 0.01% | −33−0.6% | Reduced |
| Regions Financial Corp | 5,747 | $1.12M | 0.01% | +10+0.2% | Added |
| New Mexico Educational Retirement Board | 5,805 | $1.13M | 0.06% | −400−6.4% | Reduced |
| Advisor Partners II, LLC | 5,902 | $1.15M | 0.07% | +1,320+28.8% | Added |
| Fiduciary Trust Co | 5,945 | $1.16M | 0.02% | −175−2.9% | Reduced |
| Long Road Investment Counsel, LLC | 5,966 | $1.16M | 0.58% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 5,982 | $1.16M | 0.34% | +168+2.9% | Added |
| Synovus Financial Corp | 5,985 | $1.16M | 0.01% | −108−1.8% | Reduced |
| Pallas Capital Advisors LLC | 5,267 | $1.17M | 0.12% | +243+4.8% | Added |
| Telemus Capital, LLC | 5,768 | $1.18M | 0.11% | −382−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 6,081 | $1.18M | 0.03% | +371+6.5% | Added |
| Swiss Life Asset Management Ltd | 6,109 | $1.19M | 0.02% | −1,810−22.9% | Reduced |
| First Financial Bank - Trust Division | 6,203 | $1.21M | 0.13% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,223 | $1.21M | 0.09% | +688+12.4% | Added |
| First Republic Investment Management, Inc. | 6,372 | $1.24M | 0.00% | +310+5.1% | Added |
| Builder Investment Group Inc | 6,658 | $1.29M | 0.61% | +6,658 | New |
| Panagora Asset Management Inc | 6,760 | $1.31M | 0.01% | −1,121−14.2% | Reduced |
| Kestra Advisory Services, LLC | 6,813 | $1.32M | 0.01% | +1,125+19.8% | Added |
| Metropolitan Life Insurance Co | 6,942 | $1.35M | 0.06% | −86−1.2% | Reduced |
| Sonen Capital LLC | 7,161 | $1.39M | 2.28% | +113+1.6% | Added |
| Rockland Trust Co | 7,200 | $1.40M | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 7,266 | $1.41M | 0.08% | +1,920+35.9% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 7,278 | $1.41M | 0.01% | +7,278 | New |
| National Bank of Canada | 7,476 | $1.45M | 0.00% | +3,185+74.2% | Added |
| Vetamer Capital Management, L.P. | 7,515 | $1.46M | 2.02% | +7,515 | New |
| Rafferty Asset Management, LLC | 7,553 | $1.47M | 0.01% | +3,668+94.4% | Added |
| Wellington Shields Capital Management, LLC | 7,573 | $1.47M | 0.18% | +10.0% | Added |
| Schroder Investment Management Group | 7,589 | $1.47M | 0.00% | −332−4.2% | Reduced |
| Norinchukin Bank, The | 7,775 | $1.51M | 0.03% | −1,953−20.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,166 | $1.52M | 0.17% | +1,518+32.7% | Added |
| Louisiana State Employees Retirement System | 7,900 | $1.53M | 0.04% | +100+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 8,200 | $1.59M | 0.28% | 00.0% | Unchanged |
| Connable Office Inc | 8,480 | $1.65M | 0.24% | 00.0% | Unchanged |
| JustInvest LLC | 8,508 | $1.65M | 0.07% | +2,251+36.0% | Added |
| Droms Strauss Advisors Inc | 8,636 | $1.68M | 0.77% | −149−1.7% | Reduced |
| Greenland Capital Management LP | 8,697 | $1.69M | 0.31% | +8,697 | New |
| Hartford Investment Management Co | 8,843 | $1.72M | 0.05% | −2,811−24.1% | Reduced |
| Daiwa Securities Group Inc. | 8,881 | $1.73M | 0.01% | +798+9.9% | Added |
| Reynders McVeigh Capital Management, LLC | 9,012 | $1.75M | 0.13% | −260−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 9,042 | $1.76M | 0.04% | +9,042 | New |
| Atria Investments LLC | 9,129 | $1.77M | 0.04% | −491−5.1% | Reduced |
| Oregon Public Employees Retirement Fund | 9,391 | $1.83M | 0.02% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 9,400 | $1.83M | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 9,444 | $1.84M | 0.01% | −1,960−17.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,502 | $1.85M | 0.14% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 9,550 | $1.86M | 2.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,557 | $1.86M | 0.05% | +306+3.3% | Added |
| Kentucky Retirement Systems | 9,623 | $1.87M | 0.07% | +42+0.4% | Added |
| Wellington Shields & Co., LLC | 9,631 | $1.87M | 0.43% | −125−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,656 | $1.88M | 0.04% | +64+0.7% | Added |
| Bank of Nova Scotia | 9,961 | $1.94M | 0.01% | +3,876+63.7% | Added |
| RBF Capital, LLC | 10,000 | $1.94M | 0.15% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,126 | $1.97M | 0.06% | −173−1.7% | Reduced |
| Burney Co | 10,175 | $1.98M | 0.10% | −265−2.5% | Reduced |
| Nordea Investment Management AB | 10,333 | $2.01M | 0.00% | +40.0% | Added |
| M&T Bank Corp | 10,676 | $2.07M | 0.01% | −28−0.3% | Reduced |
| British Columbia Investment Management Corp | 10,843 | $2.11M | 0.02% | −1,257−10.4% | Reduced |
| Citadel Advisors LLC | 10,867 | $2.11M | 0.00% | +10,867 | New |
| Capital Group Investment Management Pte. Ltd. | 10,937 | $2.13M | 0.08% | +10,937 | New |
| Brinker Capital Investments, LLC | 10,978 | $2.13M | 0.04% | −726−6.2% | Reduced |
| Ycg, LLC | 11,000 | $2.14M | 0.23% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,230 | $2.18M | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 7,391 | $2.19M | 0.78% | +7,391 | New |
| MML Investors Services, LLC | 11,531 | $2.24M | 0.01% | −1,951−14.5% | Reduced |