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, Q1 2023
Institutional positions in Equifax Inc as of Mar 31, 2023. 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
- 664
- +38 vs. Q4 2022
- Shares held
- 120.9M
- −769.5K (−0.6%) vs. Q4 2022
- Total value
- $24.5B
- +$893.8M (+3.8%) vs. Q4 2022
- New holders
- 75
- 221 more added
- Sold out
- 37
- 212 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 505 | $40.1K | 0.00% | +105+26.3% | Added |
| Cape Investment Advisory, Inc. | 200 | $40.6K | 0.02% | +200 | New |
| Key Financial Inc | 208 | $42.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 227 | $46.0K | 0.01% | +28+14.1% | Added |
| Clear Street Markets LLC | 241 | $49.0K | 0.01% | +117+94.4% | Added |
| Brown Shipley& Co Ltd | 245 | $49.7K | 0.03% | +245 | New |
| Whittier Trust Co of Nevada Inc | 251 | $50.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $51.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 275 | $55.8K | 0.00% | −21−7.1% | Reduced |
| Compass Wealth Management LLC | 275 | $55.8K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 277 | $56.0K | 0.04% | −28−9.2% | Reduced |
| Lindbrook Capital, LLC | 278 | $56.4K | 0.01% | +57+25.8% | Added |
| Versant Capital Management, Inc | 290 | $58.8K | 0.02% | +18+6.6% | Added |
| Achmea Investment Management B.V. | 294 | $60.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $60.9K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 308 | $62.0K | 0.02% | +152+97.4% | Added |
| Glassman Wealth Services | 310 | $62.9K | 0.01% | +10+3.3% | Added |
| Advisory Services Network, LLC | 321 | $65.1K | 0.00% | −20−5.9% | Reduced |
| Piscataqua Savings Bank | 337 | $68.4K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $72.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 380 | $77.2K | 0.00% | +83+27.9% | Added |
| Eagle Bay Advisors LLC | 383 | $77.7K | 0.04% | +10+2.7% | Added |
| Massmutual Trust Co FSB | 396 | $80.3K | 0.00% | +267+207.0% | Added |
| Alta Advisers Ltd | 400 | $81.1K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $81.1K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 435 | $88.2K | 0.05% | 00.0% | Unchanged |
| Arlington Partners LLC | 450 | $91.3K | 0.01% | +450 | New |
| Umb Bank N A | 502 | $101.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 560 | $113.6K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 592 | $120.0K | 0.08% | −22−3.6% | Reduced |
| Penserra Capital Management LLC | 637 | $128.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 668 | $135.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 710 | $144.0K | 0.00% | +103+17.0% | Added |
| Sentry Investment Management LLC | 809 | $164.0K | 0.07% | 00.0% | Unchanged |
| Tobam | 813 | $165.0K | 0.01% | +162+24.9% | Added |
| Belpointe Asset Management LLC | 847 | $171.8K | 0.01% | −2,650−75.8% | Reduced |
| Ci Investments Inc. | 919 | $186.0K | 0.00% | −26−2.8% | Reduced |
| Salem Investment Counselors Inc | 986 | $200.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 991 | $201.0K | 0.01% | +991 | New |
| International Assets Investment Management, LLC | 1,000 | $202.8K | 0.03% | −199,777−99.5% | Reduced |
| Washington Trust Bank | 1,000 | $202.8K | 0.02% | +1,000 | New |
| Nadler Financial Group, Inc. | 1,000 | $202.8K | 0.03% | +1,000 | New |
| Glenview Trust Co | 1,000 | $202.8K | 0.01% | +1,000 | New |
| Clarus Group, Inc. | 1,000 | $202.8K | 0.19% | +1,000 | New |
| Ferguson Wellman Capital Management, Inc | 1,004 | $203.7K | 0.01% | +1,004 | New |
| Howland Capital Management LLC | 1,006 | $204.1K | 0.01% | +1,006 | New |
| Fortress Wealth Group, LLC | 1,008 | $204.5K | 0.15% | +1,008 | New |
| Siemens Fonds Invest GmbH | 1,014 | $205.7K | 0.02% | −17−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,035 | $210.0K | 0.00% | −6−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $210.1K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,040 | $211.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,043 | $211.6K | 0.02% | −523−33.4% | Reduced |
| Everett Harris & Co | 1,048 | $212.6K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 1,051 | $213.2K | 0.01% | −7−0.7% | Reduced |
| Voloridge Investment Management, LLC | 1,052 | $213.4K | 0.00% | +1,052 | New |
| GSB Wealth Management, LLC | 1,069 | $216.8K | 0.07% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,070 | $217.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,094 | $221.8K | 0.02% | +18+1.7% | Added |
| Capstone Investment Advisors, LLC | 1,097 | $222.5K | 0.01% | +733+201.4% | Added |
| Park National Corp | 1,100 | $223.1K | 0.01% | −300−21.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $223.1K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,110 | $225.2K | 0.02% | −59−5.0% | Reduced |
| Sabal Trust CO | 1,112 | $225.6K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,114 | $226.0K | 0.02% | −156−12.3% | Reduced |
| Desjardins Global Asset Management Inc. | 1,126 | $228.0K | 0.03% | +1,126 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,139 | $231.0K | 0.01% | −70−5.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,151 | $233.4K | 0.17% | +2+0.2% | Added |
| Burt Wealth Advisors | 1,156 | $234.5K | 0.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,164 | $236.1K | 0.02% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,166 | $236.5K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,171 | $238.0K | 0.00% | −6−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,188 | $241.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,190 | $241.4K | 0.02% | +550+85.9% | Added |
| Atomi Financial Group, Inc. | 1,192 | $241.8K | 0.14% | +1,192 | New |
| Wendell David Associates Inc | 1,200 | $243.0K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,207 | $244.8K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,208 | $245.0K | 0.00% | +1,208 | New |
| Wealth Enhancement Advisory Services, LLC | 1,210 | $245.4K | 0.00% | +1,210 | New |
| Wealth Alliance | 1,264 | $256.4K | 0.04% | +17+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 1,264 | $256.4K | 0.05% | +1,264 | New |
| Moody National Bank Trust Division | 1,271 | $257.8K | 0.02% | 00.0% | Unchanged |
| American Trust | 1,284 | $260.4K | 0.02% | +171+15.4% | Added |
| Coldstream Capital Management Inc | 1,285 | $260.6K | 0.01% | −2−0.2% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $263.7K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,304 | $264.5K | 0.02% | −231−15.0% | Reduced |
| Profund Advisors LLC | 1,334 | $270.6K | 0.02% | +61+4.8% | Added |
| National Asset Management, Inc. | 1,343 | $272.4K | 0.01% | −1,001−42.7% | Reduced |
| NorthRock Partners, LLC | 1,350 | $273.8K | 0.03% | −51−3.6% | Reduced |
| Axxcess Wealth Management, LLC | 1,361 | $276.0K | 0.02% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,365 | $277.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,397 | $284.0K | 0.01% | −75−5.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,400 | $284.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,407 | $285.4K | 0.02% | −19−1.3% | Reduced |
| Pettee Investors, Inc. | 1,413 | $286.6K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 1,428 | $289.7K | 0.00% | +100+7.5% | Added |
| Wetherby Asset Management Inc | 1,443 | $292.7K | 0.02% | +34+2.4% | Added |
| Echo Street Capital Management LLC | 1,458 | $295.7K | 0.00% | +1,458 | New |
| Cigna Investments Inc | 1,472 | $298.0K | 0.06% | −36−2.4% | Reduced |
| SNS Financial Group, LLC | 1,477 | $299.6K | 0.04% | +11+0.8% | Added |
| Fund Management at Engine No. 1 LLC | 1,484 | $301.0K | 0.06% | +135+10.0% | Added |