Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 664 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 698 institutionsQ2 2022: 634 institutionsQ3 2022: 626 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 686 institutionsQ3 2023: 670 institutionsQ4 2023: 729 institutionsQ1 2024: 769 institutionsQ2 2024: 760 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ1 2023: $24.5B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024760$29.3B
Q1 2024769$31.6B
Q4 2023729$29.5B
Q3 2023670$21.7B
Q2 2023686$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022626$19.9B
Q2 2022634$20.6B
Q1 2022698$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2022.

Institutions holding EFX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)2,318$470.0K0.01%−840−26.6%Reduced
Sun Life Financial INC2,323$469.7K0.03%−210−8.3%Reduced
Meeder Advisory Services, Inc.2,289$464.3K0.05%−537−19.0%Reduced
Allworth Financial LP2,280$462.5K0.00%−10−0.4%Reduced
Ancora Advisors, LLC2,223$450.9K0.01%+30+1.4%Added
Roundview Capital LLC2,170$440.2K0.05%+36+1.7%Added
Manchester Capital Management LLC2,150$436.1K0.06%00.0%Unchanged
Wedmont Private Capital2,197$434.5K0.06%+99+4.7%Added
BI Asset Management Fondsmaeglerselskab A/S2,132$432.0K0.01%+576+37.0%Added
Keybank National Association2,109$427.8K0.00%+5+0.2%Added
Bridgefront Capital, LLC2,100$426.0K0.26%+2,100New
South Dakota Investment Council2,085$423.0K0.01%00.0%Unchanged
Point72 Middle East FZE2,073$420.5K0.02%+2,073New
Mitchell & Pahl Private Wealth, LLC2,055$416.8K0.26%+41+2.0%Added
Fifth Third Bancorp2,044$414.6K0.00%+177+9.5%Added
Wedgewood Investors Inc2,025$410.8K0.54%00.0%Unchanged
Nicolet Bankshares Inc2,023$410.3K0.13%00.0%Unchanged
BBR Partners, LLC2,000$405.7K0.05%−48−2.3%Reduced
CAPROCK Group, Inc.1,940$393.7K0.03%+515+36.1%Added
Rockefeller Capital Management L.P.1,937$392.0K0.00%+313+19.3%Added
First Manhattan Co1,928$391.1K0.00%−668−25.7%Reduced
K.J. Harrison & Partners Inc1,916$388.6K0.08%00.0%Unchanged
Natixis Investment Managers International1,900$385.4K0.03%−210−10.0%Reduced
One Capital Management, LLC1,900$385.4K0.02%00.0%Unchanged
Banque Cantonale Vaudoise1,900$385.0K0.02%00.0%Unchanged
ISAM Funds (UK) Ltd1,888$383.0K0.49%+1,888New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,883$382.0K0.00%−25−1.3%Reduced
Bragg Financial Advisors, Inc1,880$381.3K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.1,878$380.9K0.04%00.0%Unchanged
Pathstone Family Office, LLC1,798$379.5K0.01%+1,798New
CWM Advisors, LLC1,854$376.1K0.05%+85+4.8%Added
Diversified Trust Co1,833$371.8K0.01%+593+47.8%Added
Peapack Gladstone Financial Corp1,823$370.0K0.01%00.0%Unchanged
ING Groep NV1,816$368.4K0.00%−2−0.1%Reduced
Rappaport Reiches Capital Management, LLC1,800$365.1K0.16%−500−21.7%Reduced
Shapiro Capital Management LLC1,800$365.1K0.01%00.0%Unchanged
Atria Wealth Solutions, Inc.1,790$363.1K0.01%+9+0.5%Added
Assenagon Asset Management S.A.1,783$361.7K0.00%−192−9.7%Reduced
Vontobel Holding Ltd.1,758$356.6K0.00%00.0%Unchanged
Symmetry Partners, LLC1,725$350.0K0.02%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC1,725$349.9K0.01%00.0%Unchanged
HM Payson & Co1,716$348.1K0.01%−11−0.6%Reduced
Oxford Financial Group Ltd1,714$347.7K0.04%00.0%Unchanged
Quadrant Capital Group LLC1,665$337.7K0.04%+30+1.8%Added
United Capital Financial Advisers, LLC1,662$337.2K0.00%+222+15.4%Added
Williams Jones Wealth Management, LLC.1,653$335.3K0.01%00.0%Unchanged
Ironwood Investment Counsel, LLC1,650$334.7K0.08%00.0%Unchanged
Lincoln National Corp1,645$333.7K0.01%+1,645New
Davenport & Co LLC1,640$332.7K0.00%+196+13.6%Added
Trust Co of Virginia1,600$324.5K0.04%00.0%Unchanged
EverSource Wealth Advisors, LLC1,599$324.3K0.04%+40+2.6%Added
We Are One Seven, LLC1,596$323.7K0.02%+128+8.7%Added
Strategic Blueprint, LLC1,585$321.4K0.03%−2−0.1%Reduced
TrueWealth Advisors, LLC1,583$321.1K0.13%00.0%Unchanged
Private Trust Co NA1,570$318.5K0.04%−24−1.5%Reduced
Toroso Investments, LLC1,552$315.0K0.01%+103+7.1%Added
Texas Capital Bank Wealth Management Services Inc1,550$314.4K0.04%−50−3.1%Reduced
Horizon Investments, LLC1,522$308.7K0.01%+130+9.3%Added
BSW Wealth Partners1,518$307.9K0.06%+51+3.5%Added
Balyasny Asset Management LLC1,510$306.3K0.00%+1,510New
Ameritas Investment Partners, Inc.1,506$305.5K0.01%00.0%Unchanged
Pitcairn Co1,501$304.5K0.03%−1−0.1%Reduced
Washington Trust Co1,500$304.3K0.01%00.0%Unchanged
Fund Management at Engine No. 1 LLC1,484$301.0K0.06%+135+10.0%Added
SNS Financial Group, LLC1,477$299.6K0.04%+11+0.8%Added
Cigna Investments Inc1,472$298.0K0.06%−36−2.4%Reduced
Echo Street Capital Management LLC1,458$295.7K0.00%+1,458New
Wetherby Asset Management Inc1,443$292.7K0.02%+34+2.4%Added
Greenleaf Trust1,428$289.7K0.00%+100+7.5%Added
Pettee Investors, Inc.1,413$286.6K0.14%00.0%Unchanged
Clarius Group, LLC1,407$285.4K0.02%−19−1.3%Reduced
Bryn Mawr Trust Co1,397$284.0K0.01%−75−5.1%Reduced
Douglass Winthrop Advisors, LLC1,400$284.0K0.01%00.0%Unchanged
Deroy & Devereaux Private Investment Counsel Inc1,365$277.0K0.02%00.0%Unchanged
Axxcess Wealth Management, LLC1,361$276.0K0.02%00.0%Unchanged
NorthRock Partners, LLC1,350$273.8K0.03%−51−3.6%Reduced
National Asset Management, Inc.1,343$272.4K0.01%−1,001−42.7%Reduced
Profund Advisors LLC1,334$270.6K0.02%+61+4.8%Added
Apollon Wealth Management, LLC1,304$264.5K0.02%−231−15.0%Reduced
Aureus Asset Management, LLC1,300$263.7K0.02%00.0%Unchanged
Coldstream Capital Management Inc1,285$260.6K0.01%−2−0.2%Reduced
American Trust1,284$260.4K0.02%+171+15.4%Added
Moody National Bank Trust Division1,271$257.8K0.02%00.0%Unchanged
Campbell & CO Investment Adviser LLC1,264$256.4K0.05%+1,264New
Wealth Alliance1,264$256.4K0.04%+17+1.4%Added
Wealth Enhancement Advisory Services, LLC1,210$245.4K0.00%+1,210New
SG Americas Securities, LLC1,208$245.0K0.00%+1,208New
Edge Capital Group, LLC1,207$244.8K0.02%00.0%Unchanged
Wendell David Associates Inc1,200$243.0K0.03%00.0%Unchanged
Atomi Financial Group, Inc.1,192$241.8K0.14%+1,192New
PEAK6 Investments LLC1,190$241.4K0.02%+550+85.9%Added
Steward Partners Investment Advisory, LLC1,188$241.0K0.00%00.0%Unchanged
CIBC World Markets Inc.1,171$238.0K0.00%−6−0.5%Reduced
Cannon Financial Strategists, Inc.1,166$236.5K0.08%00.0%Unchanged
Nicholas Hoffman & Company, LLC.1,164$236.1K0.02%00.0%Unchanged
Burt Wealth Advisors1,156$234.5K0.07%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.1,151$233.4K0.17%+2+0.2%Added
Meiji Yasuda Asset Management Co Ltd.1,139$231.0K0.01%−70−5.8%Reduced
Desjardins Global Asset Management Inc.1,126$228.0K0.03%+1,126New
Capital Asset Advisory Services LLC1,114$226.0K0.02%−156−12.3%Reduced