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
- +21 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
- 67
- 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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 5,565 | $1.08M | 0.02% | +475+9.3% | Added |
| American Century Companies Inc | 5,398 | $1.05M | 0.00% | −24−0.4% | Reduced |
| Ieq Capital, LLC | 5,377 | $1.04M | 0.03% | −1,211−18.4% | Reduced |
| Pegasus Partners Ltd. | 5,349 | $1.04M | 0.17% | +55+1.0% | Added |
| FDx Advisors, Inc. | 5,265 | $1.02M | 0.04% | −1,940−26.9% | Reduced |
| Univest Financial Corp | 5,250 | $1.02M | 0.32% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,244 | $1.02M | 0.00% | +23+0.4% | Added |
| E. Ohman J:or Asset Management AB | 5,200 | $1.01M | 0.04% | −300−5.5% | Reduced |
| Wealthfront Advisers LLC | 5,149 | $1.00M | 0.00% | +2,043+65.8% | Added |
| Heritage Wealth Management, LLC | 5,134 | $997.8K | 0.14% | +2,921+132.0% | Added |
| Wesbanco Bank Inc | 5,106 | $993.0K | 0.04% | +2,095+69.6% | Added |
| Cetera Advisor Networks LLC | 5,019 | $975.5K | 0.01% | +5,019 | New |
| Mercer Global Advisors Inc | 5,019 | $975.0K | 0.00% | +458+10.0% | Added |
| Chicago Partners Investment Group LLC | 4,255 | $948.7K | 0.06% | +7+0.2% | Added |
| Fort Washington Investment Advisors Inc | 4,857 | $944.0K | 0.01% | +4,857 | 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 |
| Shorepoint Capital Partners LLC | 4,800 | $933.0K | 0.26% | +4,800 | New |
| Donaldson Capital Management, LLC | 4,756 | $924.4K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,721 | $917.6K | 0.01% | +1,883+66.3% | Added |
| Prudential PLC | 4,631 | $900.1K | 0.01% | +2,340+102.1% | Added |
| Gratus Capital LLC | 4,628 | $899.5K | 0.07% | −619−11.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,386 | $852.0K | 0.07% | 00.0% | Unchanged |
| Twin Tree Management, LP | 4,322 | $840.0K | 0.03% | −11,352−72.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,299 | $835.6K | 0.00% | +382+9.8% | Added |
| Monticello Wealth Management, LLC | 4,273 | $830.5K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 4,264 | $828.8K | 0.05% | +118+2.8% | Added |
| Seeyond | 4,212 | $818.6K | 0.08% | −1,288−23.4% | Reduced |
| Advisor OS, LLC | 4,135 | $803.7K | 0.21% | +844+25.6% | Added |
| Connectus Wealth, LLC | 4,059 | $789.1K | 0.02% | −4−0.1% | Reduced |
| Aevitas Wealth Management, Inc. | 4,023 | $781.9K | 0.46% | +127+3.3% | Added |
| Nwam LLC | 4,005 | $778.4K | 0.07% | −224−5.3% | Reduced |
| AE Wealth Management LLC | 3,958 | $769.3K | 0.01% | −39−1.0% | Reduced |
| Fiduciary Group LLC | 3,898 | $757.6K | 0.10% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 3,858 | $749.9K | 0.52% | +154+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,837 | $745.8K | 0.02% | −709−15.6% | Reduced |
| Community Bank, N.A. | 3,800 | $738.6K | 0.10% | 00.0% | Unchanged |
| Bamco Inc | 3,700 | $719.1K | 0.00% | −2,300−38.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $700.0K | 0.32% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $699.7K | 0.06% | +3,600 | New |
| B. Metzler seel. Sohn & Co. AG | 3,593 | $698.3K | 0.01% | −101−2.7% | Reduced |
| Exchange Capital Management, Inc. | 3,544 | $688.8K | 0.15% | −50−1.4% | Reduced |
| LVW Advisors, LLC | 3,518 | $683.8K | 0.14% | −264−7.0% | Reduced |
| Belpointe Asset Management LLC | 3,497 | $679.7K | 0.04% | −568−14.0% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $675.7K | 0.48% | +3,034 | New |
| Capital Investment Advisors, LLC | 3,342 | $650.0K | 0.02% | −77−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 3,304 | $642.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,281 | $637.7K | 0.23% | −47−1.4% | Reduced |
| Metis Global Partners, LLC | 3,245 | $630.7K | 0.06% | +880+37.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,243 | $630.0K | 0.04% | +674+26.2% | Added |
| Empirical Finance, LLC | 3,220 | $625.8K | 0.06% | +273+9.3% | Added |
| Park Avenue Securities LLC | 3,170 | $616.0K | 0.01% | −741−18.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,158 | $614.0K | 0.03% | −11,020−77.7% | Reduced |
| Spinnaker Trust | 3,125 | $607.0K | 0.05% | −175−5.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,075 | $598.0K | 0.06% | −293−8.7% | Reduced |
| Cerity Partners LLC | 3,052 | $597.5K | 0.00% | +758+33.0% | Added |
| Linscomb & Williams, Inc. | 3,064 | $595.6K | 0.03% | +488+18.9% | Added |
| Financial Counselors Inc | 3,048 | $592.0K | 0.01% | −307−9.2% | Reduced |
| Impax Asset Management Group plc | 3,031 | $589.1K | 0.00% | −1,067−26.0% | Reduced |
| Huntington National Bank | 3,027 | $588.3K | 0.01% | +892+41.8% | Added |
| Pendal Group Limited | 3,007 | $584.4K | 0.01% | −754−20.0% | Reduced |
| Guggenheim Capital LLC | 2,980 | $579.2K | 0.01% | −4,485−60.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,964 | $576.0K | 0.01% | −2,036−40.7% | Reduced |
| Brighton Jones LLC | 2,935 | $570.5K | 0.03% | −11−0.4% | Reduced |
| AIA Group Ltd | 2,932 | $569.9K | 0.03% | −118−3.9% | Reduced |
| Vestcor Inc | 2,903 | $564.0K | 0.02% | +21+0.7% | Added |
| Aberdeen Wealth Management LLC | 2,900 | $563.6K | 0.43% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,868 | $557.4K | 0.02% | −1,970−40.7% | Reduced |
| Veriti Management LLC | 2,853 | $554.5K | 0.07% | +14+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $551.0K | 0.06% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 2,828 | $549.6K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,826 | $549.3K | 0.07% | +2,826 | New |
| Veritable, L.P. | 2,761 | $536.6K | 0.01% | +172+6.6% | Added |
| TownSquare Capital, LLC | 2,750 | $534.5K | 0.01% | +1,182+75.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,686 | $522.1K | 0.01% | +3+0.1% | Added |
| Highland Capital Management, LLC | 2,666 | $518.0K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,646 | $514.3K | 0.00% | 00.0% | Unchanged |
| Athena Investment Management | 2,633 | $511.8K | 0.38% | 00.0% | Unchanged |
| First Manhattan Co | 2,596 | $504.6K | 0.00% | +903+53.3% | Added |
| K.J. Harrison & Partners Inc | 1,916 | $504.4K | 0.10% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,552 | $496.0K | 0.25% | −19−0.7% | Reduced |
| Sun Life Financial INC | 2,533 | $495.1K | 0.04% | −237−8.6% | Reduced |
| Annandale Capital, LLC | 2,515 | $489.0K | 0.16% | +2,515 | New |
| Doheny Asset Management | 2,500 | $486.0K | 0.56% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,461 | $478.3K | 0.14% | −6−0.2% | Reduced |
| Janney Capital Management LLC | 2,461 | $478.0K | 0.03% | +90+3.8% | Added |
| Morningstar Investment Services LLC | 2,309 | $470.0K | 0.01% | +4+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 2,364 | $459.5K | 0.04% | +322+15.8% | Added |
| O'Shaughnessy Asset Management, LLC | 2,346 | $456.0K | 0.01% | +1,092+87.1% | Added |
| National Asset Management, Inc. | 2,344 | $455.5K | 0.01% | +284+13.8% | Added |
| Rappaport Reiches Capital Management, LLC | 2,300 | $447.0K | 0.22% | +499+27.7% | Added |
| Allworth Financial LP | 2,290 | $445.1K | 0.00% | −59−2.5% | Reduced |
| Bleakley Financial Group, LLC | 2,272 | $441.5K | 0.02% | +2,272 | New |
| Concentric Capital Strategies, LP | 2,244 | $436.1K | 0.22% | +2,244 | New |
| Blueshift Asset Management, LLC | 2,217 | $430.9K | 0.20% | +2,217 | New |
| Wedmont Private Capital | 2,098 | $429.3K | 0.06% | +2,098 | New |
| Ancora Advisors, LLC | 2,193 | $426.0K | 0.01% | +120+5.8% | Added |
| Manchester Capital Management LLC | 2,150 | $417.9K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,134 | $414.8K | 0.05% | −80−3.6% | Reduced |
| Natixis Investment Managers International | 2,110 | $410.1K | 0.03% | +635+43.1% | Added |