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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 27 | $5.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26 | $5.05K | 0.00% | −27−50.9% | Reduced |
| Tompkins Financial Corp | 25 | $5.00K | 0.00% | +25 | New |
| Proequities, Inc. | 25 | $4.86K | 0.00% | −25−50.0% | Reduced |
| Financial Management Professionals, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25 | $4.00K | 0.00% | +8+47.1% | Added |
| Column Capital Advisors, LLC | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 16 | $3.11K | 0.00% | −1−5.9% | Reduced |
| Red Tortoise LLC | 16 | $3.11K | 0.00% | +16 | New |
| BerganKDV Wealth Management, LLC | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $2.92K | 0.00% | +8+114.3% | Added |
| Schubert & Co | 14 | $2.72K | 0.00% | −3−17.6% | Reduced |
| Disciplined Investments, LLC | 13 | $2.53K | 0.00% | +5+62.5% | Added |
| Abound Wealth Management | 13 | $2.53K | 0.00% | +8+160.0% | Added |
| SJS Investment Consulting Inc. | 12 | $2.33K | 0.00% | +5+71.4% | Added |
| American National Bank | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $1.55K | 0.00% | −40−83.3% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $1.17K | 0.00% | +1+20.0% | Added |
| North Star Investment Management Corp. | 6 | $1.17K | 0.00% | +6 | New |
| Coston, McIsaac & Partners | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $1.00K | 0.00% | +6 | New |
| Gradient Investments LLC | 5 | $972 | 0.00% | +1+25.0% | Added |
| Cullen/Frost Bankers, Inc. | 4 | $777 | 0.00% | −8−66.7% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 2 | $389 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $389 | 0.00% | +2 | New |
| Central Trust Co | 1 | $194 | 0.00% | −223−99.6% | Reduced |
| Sound Income Strategies, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $194 | 0.00% | +1 | New |
| Colonial Trust Advisors | 1 | $194 | 0.00% | +1 | New |
| Sageworth Trust Co | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −264,465−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −178,998−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −147,863−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −76,811−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −73,327−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −73,314−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,514−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,177−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −14,528−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −12,033−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,895−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −11,379−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,022−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,593−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,632−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,147−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −3,414−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,742−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −2,590−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |