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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 1,031 | $200.4K | 0.02% | −235−18.6% | Reduced |
| Salem Investment Counselors Inc | 986 | $191.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 945 | $184.0K | 0.00% | +277+41.5% | Added |
| Simplex Trading, LLC | 944 | $183.0K | 0.01% | +944 | New |
| Sentry Investment Management LLC | 809 | $157.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 668 | $129.8K | 0.00% | −3−0.4% | Reduced |
| Sargent Bickham Lagudis LLC | 666 | $129.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 651 | $127.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 640 | $124.4K | 0.01% | +640 | New |
| Penserra Capital Management LLC | 637 | $123.0K | 0.00% | +50+8.5% | Added |
| Horizon Bancorp Inc | 614 | $119.0K | 0.07% | +614 | New |
| CWM, LLC | 607 | $118.0K | 0.00% | −90−12.9% | Reduced |
| Osterweis Capital Management Inc | 560 | $108.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 502 | $97.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 435 | $85.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $78.0K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $77.7K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 373 | $72.5K | 0.04% | +283+314.4% | Added |
| Capstone Investment Advisors, LLC | 364 | $70.7K | 0.00% | −25,362−98.6% | Reduced |
| General Partner, Inc. | 364 | $70.7K | 0.07% | +364 | New |
| DT Investment Partners, LLC | 355 | $69.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 341 | $66.3K | 0.00% | −1,092−76.2% | Reduced |
| Piscataqua Savings Bank | 337 | $65.5K | 0.06% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 305 | $59.0K | 0.05% | −15−4.7% | Reduced |
| Glassman Wealth Services | 300 | $58.3K | 0.01% | +28+10.3% | Added |
| Credit Agricole S A | 300 | $58.3K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 297 | $57.8K | 0.00% | −93−23.8% | Reduced |
| Clearstead Advisors, LLC | 296 | $57.5K | 0.00% | −28−8.6% | Reduced |
| Achmea Investment Management B.V. | 294 | $54.0K | 0.00% | −2,419−89.2% | Reduced |
| Compass Wealth Management LLC | 275 | $53.4K | 0.02% | +275 | New |
| Versant Capital Management, Inc | 272 | $52.9K | 0.02% | −4−1.4% | Reduced |
| City State Bank | 250 | $49.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 251 | $48.8K | 0.00% | −19−7.0% | Reduced |
| Lindbrook Capital, LLC | 221 | $43.0K | 0.01% | +4+1.8% | Added |
| IFP Advisors, Inc | 400 | $39.0K | 0.00% | +4+1.0% | Added |
| Parkside Financial Bank & Trust | 199 | $38.7K | 0.01% | −50−20.1% | Reduced |
| Key Financial Inc | 208 | $35.7K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 173 | $33.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 168 | $32.7K | 0.03% | −28−14.3% | Reduced |
| Pacifica Partners Inc. | 160 | $31.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $31.1K | 0.01% | +40+33.3% | Added |
| Benjamin Edwards Inc | 156 | $30.0K | 0.01% | +7+4.7% | Added |
| Concord Wealth Partners | 147 | $28.6K | 0.01% | +147 | New |
| Cedar Wealth Management, LLC | 146 | $28.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 142 | $27.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $26.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $25.0K | 0.00% | +68+111.5% | Added |
| Caldwell Trust Co | 126 | $24.5K | 0.00% | −480−79.2% | Reduced |
| First Horizon Advisors, Inc. | 124 | $24.1K | 0.00% | −74−37.4% | Reduced |
| Smithfield Trust Co | 128 | $24.0K | 0.00% | −8−5.9% | Reduced |
| Clear Street Markets LLC | 124 | $24.0K | 0.00% | +124 | New |
| Elequin Capital LP | 118 | $22.9K | 0.01% | +118 | New |
| MV Capital Management, Inc. | 116 | $22.5K | 0.00% | −60−34.1% | Reduced |
| Addison Advisors LLC | 115 | $22.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 115 | $22.0K | 0.01% | +115 | New |
| SRS Capital Advisors, Inc. | 109 | $21.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $20.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $19.5K | 0.00% | +13+14.9% | Added |
| Optimum Investment Advisors | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 100 | $19.4K | 0.00% | +100 | New |
| McClarren Financial Advisors, Inc. | 99 | $19.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $17.5K | 0.00% | +90 | New |
| Dark Forest Capital Management LP | 89 | $17.3K | 0.00% | +89 | New |
| Ronald Blue Trust, Inc. | 101 | $17.0K | 0.00% | +52+106.1% | Added |
| West Paces Advisors Inc. | 86 | $16.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $15.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 81 | $15.7K | 0.01% | +81 | New |
| Creative Financial Designs Inc | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 66 | $14.4K | 0.01% | +66 | New |
| TSFG, LLC | 70 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 69 | $13.4K | 0.01% | +69 | New |
| Valley National Advisers Inc | 62 | $13.0K | 0.00% | −61−49.6% | Reduced |
| Covestor Ltd | 66 | $13.0K | 0.01% | −7−9.6% | Reduced |
| Spire Wealth Management | 65 | $13.0K | 0.00% | +29+80.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 66 | $12.8K | 0.01% | −1−1.5% | Reduced |
| Fiduciary Alliance LLC | 66 | $12.8K | 0.00% | +66 | New |
| Money Concepts Capital Corp | 65 | $12.7K | 0.00% | +5+8.3% | Added |
| Bell Investment Advisors, Inc | 63 | $12.2K | 0.00% | +41+186.4% | Added |
| Cambridge Trust Co | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 59 | $11.5K | 0.00% | +57+2,850.0% | Added |
| McIlrath & Eck, LLC | 53 | $10.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $9.91K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 49 | $9.52K | 0.00% | +49 | New |
| Harbour Investments, Inc. | 48 | $9.33K | 0.00% | +3+6.7% | Added |
| M&R Capital Management Inc | 46 | $8.94K | 0.00% | +46 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $8.36K | 0.00% | +15+53.6% | Added |
| Rocky Mountain Advisers, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $7.77K | 0.00% | +40 | New |
| GWM Advisors LLC | 205 | $7.61K | 0.00% | +205 | New |
| Brown Brothers Harriman & Co | 39 | $7.58K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $7.39K | 0.00% | +2+5.6% | Added |
| Sutton Wealth Advisors Inc. | 34 | $6.61K | 0.00% | −2−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $6.38K | 0.00% | −320−90.7% | Reduced |
| Bartlett & Co. LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $6.00K | 0.00% | +112 | New |
| Accurate Wealth Management, LLC | 29 | $5.95K | 0.00% | +29 | New |
| Core Alternative Capital | 30 | $5.84K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $5.44K | 0.00% | −64−69.6% | Reduced |