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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 5,945 | $1.21M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,872 | $1.19M | 0.03% | −209−3.4% | Reduced |
| Ieq Capital, LLC | 5,838 | $1.18M | 0.03% | +461+8.6% | Added |
| Regions Financial Corp | 5,747 | $1.17M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,705 | $1.16M | 0.06% | −100−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 5,677 | $1.15M | 0.00% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 5,663 | $1.15M | 0.18% | +314+5.9% | Added |
| AXS Investments LLC | 5,590 | $1.13M | 0.37% | −1,801−24.4% | Reduced |
| American Century Companies Inc | 5,593 | $1.12M | 0.00% | +195+3.6% | Added |
| Metropolitan Life Insurance Co | 5,479 | $1.11M | 0.06% | −1,463−21.1% | Reduced |
| Mercer Global Advisors Inc | 5,406 | $1.10M | 0.00% | +387+7.7% | Added |
| Telemus Capital, LLC | 5,400 | $1.10M | 0.10% | −368−6.4% | Reduced |
| Univest Financial Corp | 5,250 | $1.06M | 0.33% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,200 | $1.05M | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,265 | $1.02M | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,982 | $1.01M | 0.12% | +4,982 | New |
| Pallas Capital Advisors LLC | 4,997 | $1.00M | 0.09% | −270−5.1% | Reduced |
| Guggenheim Capital LLC | 4,886 | $991.1K | 0.01% | +1,906+64.0% | Added |
| Fort Washington Investment Advisors Inc | 4,857 | $985.2K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,838 | $981.3K | 0.01% | −181−3.6% | Reduced |
| Canada Pension Plan Investment Board | 4,802 | $974.0K | 0.00% | +4,802 | New |
| Cambridge Investment Research Advisors, Inc. | 4,751 | $964.0K | 0.00% | −993−17.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,734 | $960.3K | 0.00% | +435+10.1% | Added |
| Exchange Capital Management, Inc. | 4,725 | $958.4K | 0.19% | +1,181+33.3% | Added |
| Sound View Wealth Advisors Group, LLC | 4,684 | $950.1K | 0.13% | −1,482−24.0% | Reduced |
| Gratus Capital LLC | 4,631 | $939.4K | 0.07% | +3+0.1% | Added |
| Donaldson Capital Management, LLC | 4,581 | $929.2K | 0.04% | −175−3.7% | Reduced |
| Metis Global Partners, LLC | 4,522 | $917.2K | 0.06% | +1,277+39.4% | Added |
| CX Institutional | 4,424 | $894.8K | 0.05% | +160+3.8% | Added |
| Sonen Capital LLC | 4,404 | $893.3K | 1.51% | −2,757−38.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,359 | $884.0K | 0.07% | −27−0.6% | Reduced |
| XTX Topco Ltd | 4,341 | $880.5K | 0.18% | +4,341 | New |
| B. Metzler seel. Sohn & Co. AG | 4,338 | $879.9K | 0.01% | +745+20.7% | Added |
| Kestra Advisory Services, LLC | 4,331 | $878.5K | 0.01% | −2,482−36.4% | Reduced |
| Advisor OS, LLC | 4,308 | $873.9K | 0.21% | +173+4.2% | Added |
| Brighton Jones LLC | 4,304 | $873.1K | 0.05% | +1,369+46.6% | Added |
| Chicago Partners Investment Group LLC | 4,275 | $858.9K | 0.05% | +20+0.5% | Added |
| Panagora Asset Management Inc | 4,201 | $852.1K | 0.01% | −2,559−37.9% | Reduced |
| Cetera Investment Advisers | 4,169 | $845.6K | 0.01% | −552−11.7% | Reduced |
| Monticello Wealth Management, LLC | 4,273 | $830.5K | 0.09% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 4,067 | $825.3K | 0.02% | +8+0.2% | Added |
| Nwam LLC | 4,005 | $812.4K | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,986 | $808.5K | 0.01% | +28+0.7% | Added |
| Bayesian Capital Management, LP | 3,945 | $800.2K | 0.10% | +3,945 | New |
| Accretive Wealth Partners, LLC | 3,904 | $791.8K | 0.51% | +46+1.2% | Added |
| Fiduciary Group LLC | 3,898 | $790.7K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,850 | $780.9K | 0.02% | +13+0.3% | Added |
| Prudential PLC | 3,838 | $778.5K | 0.01% | −793−17.1% | Reduced |
| Cresset Asset Management, LLC | 3,809 | $772.6K | 0.02% | +3,809 | New |
| Community Bank, N.A. | 3,750 | $760.6K | 0.10% | −50−1.3% | Reduced |
| Wesbanco Bank Inc | 3,710 | $753.0K | 0.03% | −1,396−27.3% | Reduced |
| Bamco Inc | 3,700 | $750.5K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,668 | $744.0K | 0.16% | +3,668 | New |
| Quantinno Capital Management LP | 3,643 | $739.0K | 0.05% | −2,580−41.5% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $730.2K | 0.06% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $730.0K | 0.32% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,431 | $695.9K | 0.14% | −87−2.5% | Reduced |
| Empirical Finance, LLC | 3,380 | $685.6K | 0.06% | +160+5.0% | Added |
| TownSquare Capital, LLC | 3,376 | $684.8K | 0.02% | +626+22.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,365 | $682.6K | 0.01% | +679+25.3% | Added |
| Capital Investment Advisors, LLC | 3,326 | $674.6K | 0.02% | −16−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 3,304 | $670.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,301 | $670.0K | 0.04% | +58+1.8% | Added |
| Ostrum Asset Management | 3,258 | $660.9K | 0.06% | +3,258 | New |
| Beacon Pointe Advisors, LLC | 3,234 | $655.9K | 0.01% | −2,331−41.9% | Reduced |
| Assetmark, Inc | 3,209 | $650.9K | 0.00% | −6,235−66.0% | Reduced |
| Veriti Management LLC | 3,202 | $649.5K | 0.08% | +349+12.2% | Added |
| Triangle Securities Wealth Management | 3,196 | $648.3K | 0.23% | −85−2.6% | Reduced |
| Verition Fund Management LLC | 3,136 | $636.1K | 0.01% | +3,136 | New |
| Spinnaker Trust | 3,125 | $633.9K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 3,059 | $620.5K | 0.01% | +32+1.1% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $615.5K | 0.43% | 00.0% | Unchanged |
| Perpetual Ltd | 2,975 | $603.4K | 0.01% | +2,975 | New |
| Financial Counselors Inc | 2,963 | $601.0K | 0.01% | −85−2.8% | Reduced |
| AIA Group Ltd | 2,932 | $594.7K | 0.03% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 2,915 | $591.3K | 0.00% | −116−3.8% | Reduced |
| Veritable, L.P. | 2,907 | $589.7K | 0.01% | +146+5.3% | Added |
| Aberdeen Wealth Management LLC | 2,900 | $588.2K | 0.44% | 00.0% | Unchanged |
| Vestcor Inc | 2,887 | $586.0K | 0.02% | −16−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,885 | $585.0K | 0.01% | −79−2.7% | Reduced |
| Bowen Hanes & Co Inc | 2,868 | $581.7K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $574.7K | 0.06% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 2,828 | $573.6K | 0.06% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,819 | $571.8K | 0.03% | −245−8.0% | Reduced |
| NWF Advisory Services Inc. | 2,404 | $565.7K | 0.13% | +2,404 | New |
| Simplex Trading, LLC | 2,734 | $554.0K | 0.03% | +1,790+189.6% | Added |
| Alberta Investment Management Corp | 2,700 | $547.7K | 0.01% | +2,700 | New |
| Tokio Marine Asset Management Co Ltd | 2,689 | $545.4K | 0.04% | +325+13.7% | Added |
| Highland Capital Management, LLC | 2,666 | $540.8K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,646 | $536.7K | 0.00% | 00.0% | Unchanged |
| Athena Investment Management | 2,633 | $534.1K | 0.38% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,603 | $528.0K | 0.01% | +257+11.0% | Added |
| Annandale Capital, LLC | 2,517 | $511.0K | 0.16% | +2+0.1% | Added |
| Doheny Asset Management | 2,500 | $507.0K | 0.46% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,488 | $505.0K | 0.04% | +27+1.1% | Added |
| Two Sigma Securities, LLC | 2,477 | $502.4K | 0.04% | +2,477 | New |
| Intercontinental Wealth Advisors, LLC | 2,380 | $482.8K | 0.12% | −81−3.3% | Reduced |
| Sawtooth Solutions, LLC | 2,350 | $476.6K | 0.01% | +824+54.0% | Added |
| Bleakley Financial Group, LLC | 2,347 | $476.0K | 0.02% | +75+3.3% | Added |
| Financial Advisory Corp | 2,324 | $471.0K | 0.22% | −228−8.9% | Reduced |