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 |
|---|---|---|---|---|---|
| Keybank National Association | 2,104 | $408.9K | 0.00% | +101+5.0% | Added |
| South Dakota Investment Council | 2,085 | $405.0K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,048 | $398.0K | 0.04% | +4+0.2% | Added |
| Gotham Asset Management, LLC | 2,042 | $396.9K | 0.01% | −3,665−64.2% | Reduced |
| Wedgewood Investors Inc | 2,025 | $393.6K | 0.52% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,023 | $393.2K | 0.14% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,014 | $391.5K | 0.26% | +432+27.3% | Added |
| Group One Trading, L.P. | 2,002 | $389.1K | 0.01% | +2,002 | New |
| Assenagon Asset Management S.A. | 1,975 | $384.0K | 0.00% | −74−3.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,908 | $371.0K | 0.00% | −325−14.6% | Reduced |
| Banque Cantonale Vaudoise | 1,900 | $370.0K | 0.02% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,900 | $369.3K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,880 | $365.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $365.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,867 | $362.9K | 0.00% | −104−5.3% | Reduced |
| Peapack Gladstone Financial Corp | 1,823 | $354.0K | 0.01% | −16−0.9% | Reduced |
| ING Groep NV | 1,818 | $353.3K | 0.00% | +1,818 | New |
| Shapiro Capital Management LLC | 1,800 | $349.8K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,781 | $346.2K | 0.01% | −2,072−53.8% | Reduced |
| CWM Advisors, LLC | 1,769 | $343.8K | 0.04% | +59+3.5% | Added |
| International Assets Investment Management, LLC | 200,777 | $336.8K | 0.03% | +200,777 | New |
| HM Payson & Co | 1,727 | $335.7K | 0.01% | −32−1.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,725 | $335.3K | 0.01% | −36−2.0% | Reduced |
| Symmetry Partners, LLC | 1,725 | $335.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,506 | $334.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,758 | $334.4K | 0.00% | +228+14.9% | Added |
| Oxford Financial Group Ltd | 1,714 | $333.1K | 0.04% | +252+17.2% | Added |
| Virtu Financial LLC | 1,705 | $331.0K | 0.04% | +1,705 | New |
| Williams Jones Wealth Management, LLC. | 1,653 | $321.3K | 0.01% | −1−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,650 | $320.6K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,635 | $317.8K | 0.04% | +281+20.8% | Added |
| Rockefeller Capital Management L.P. | 1,624 | $315.0K | 0.00% | −146−8.2% | 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 |
| Private Trust Co NA | 1,594 | $310.0K | 0.05% | −119−6.9% | Reduced |
| Strategic Blueprint, LLC | 1,587 | $308.4K | 0.04% | +1,587 | New |
| TrueWealth Advisors, LLC | 1,583 | $307.7K | 0.13% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,566 | $304.4K | 0.03% | +827+111.9% | Added |
| EverSource Wealth Advisors, LLC | 1,559 | $302.9K | 0.05% | −1,178−43.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,556 | $302.0K | 0.01% | +1,556 | New |
| Apollon Wealth Management, LLC | 1,535 | $298.3K | 0.02% | +1,535 | New |
| Sawtooth Solutions, LLC | 1,526 | $296.5K | 0.04% | +256+20.2% | Added |
| Meeder Asset Management Inc | 1,519 | $295.2K | 0.03% | −1,258−45.3% | Reduced |
| Cigna Investments Inc | 1,508 | $293.0K | 0.06% | 00.0% | Unchanged |
| Pitcairn Co | 1,502 | $291.9K | 0.03% | −10−0.7% | Reduced |
| Washington Trust Co | 1,500 | $291.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,472 | $286.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,468 | $285.3K | 0.03% | +60+4.3% | Added |
| BSW Wealth Partners | 1,467 | $285.0K | 0.06% | +1,467 | New |
| SNS Financial Group, LLC | 1,466 | $284.9K | 0.04% | +1+0.1% | Added |
| Toroso Investments, LLC | 1,449 | $282.0K | 0.01% | +29+2.0% | Added |
| Davenport & Co LLC | 1,444 | $281.0K | 0.00% | −1,085−42.9% | Reduced |
| United Capital Financial Advisers, LLC | 1,440 | $279.8K | 0.00% | +88+6.5% | Added |
| Clarius Group, LLC | 1,426 | $277.0K | 0.02% | +62+4.5% | Added |
| CAPROCK Group, Inc. | 1,425 | $277.0K | 0.03% | −748−34.4% | Reduced |
| Pettee Investors, Inc. | 1,413 | $275.0K | 0.13% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,409 | $273.9K | 0.02% | −161−10.3% | Reduced |
| NorthRock Partners, LLC | 1,401 | $272.3K | 0.03% | +1,401 | New |
| Park National Corp | 1,400 | $272.1K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,400 | $272.0K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,270 | $272.0K | 0.02% | −1,622−56.1% | Reduced |
| Horizon Investments, LLC | 1,392 | $271.0K | 0.01% | +163+13.3% | Added |
| Zeke Capital Advisors, LLC | 1,387 | $269.6K | 0.02% | +3+0.2% | Added |
| Pacer Advisors, Inc. | 1,367 | $265.7K | 0.00% | −1,131−45.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,365 | $265.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,361 | $264.5K | 0.02% | +171+14.4% | Added |
| Johnson Investment Counsel Inc | 1,356 | $263.6K | 0.00% | +1,356 | New |
| Los Angeles Capital Management LLC | 1,352 | $262.8K | 0.00% | −451−25.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,349 | $262.2K | 0.06% | +171+14.5% | Added |
| Orion Portfolio Solutions, LLC | 1,347 | $261.8K | 0.01% | +1,347 | New |
| Greenleaf Trust | 1,328 | $258.0K | 0.00% | −138−9.4% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $252.7K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,287 | $250.1K | 0.01% | +1,287 | New |
| Profund Advisors LLC | 1,273 | $247.4K | 0.02% | +1,273 | New |
| Moody National Bank Trust Division | 1,271 | $247.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,249 | $242.8K | 0.00% | +1,249 | New |
| Wealth Alliance | 1,247 | $242.3K | 0.04% | +67+5.7% | Added |
| Diversified Trust Co | 1,240 | $241.0K | 0.01% | +5+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,209 | $235.0K | 0.01% | −80−6.2% | Reduced |
| Edge Capital Group, LLC | 1,207 | $234.6K | 0.02% | −3−0.2% | Reduced |
| Wendell David Associates Inc | 1,200 | $233.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,188 | $230.9K | 0.00% | +50+4.4% | Added |
| CIBC World Markets Inc. | 1,177 | $229.0K | 0.00% | +1,177 | New |
| Checchi Capital Advisers, LLC | 1,169 | $227.2K | 0.02% | −137−10.5% | Reduced |
| Cannon Financial Strategists, Inc. | 1,166 | $226.6K | 0.08% | −21−1.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,164 | $226.2K | 0.02% | +1,164 | New |
| Burt Wealth Advisors | 1,156 | $224.7K | 0.08% | +1,156 | New |
| Cherry Creek Investment Advisors, Inc. | 1,149 | $223.3K | 0.17% | +1,149 | New |
| American Trust | 1,113 | $216.3K | 0.02% | +1,113 | New |
| Sabal Trust CO | 1,112 | $216.1K | 0.01% | +1,112 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $213.8K | 0.11% | +1,100 | New |
| Meridian Wealth Management, LLC | 1,076 | $209.2K | 0.02% | +1,076 | New |
| Austin Private Wealth, LLC | 1,070 | $208.0K | 0.04% | +1,070 | New |
| GSB Wealth Management, LLC | 1,069 | $207.7K | 0.07% | +1,069 | New |
| Busey Wealth Management | 1,058 | $205.6K | 0.01% | +1,058 | New |
| Everett Harris & Co | 1,048 | $204.0K | 0.00% | +1,048 | New |
| Northwestern Mutual Wealth Management Co | 1,041 | $202.2K | 0.00% | +57+5.8% | Added |
| Endurance Wealth Management, Inc. | 1,040 | $202.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 1,038 | $201.7K | 0.00% | +1,038 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $201.4K | 0.00% | −8,000−88.5% | Reduced |