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 | 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, 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 |
|---|---|---|---|---|---|
| Sabal Trust CO | 1,112 | $225.6K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,110 | $225.2K | 0.02% | −59−5.0% | Reduced |
| 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 |
| Capstone Investment Advisors, LLC | 1,097 | $222.5K | 0.01% | +733+201.4% | Added |
| Meridian Wealth Management, LLC | 1,094 | $221.8K | 0.02% | +18+1.7% | Added |
| Austin Private Wealth, LLC | 1,070 | $217.0K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,069 | $216.8K | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 1,052 | $213.4K | 0.00% | +1,052 | New |
| Busey Wealth Management | 1,051 | $213.2K | 0.01% | −7−0.7% | Reduced |
| Everett Harris & Co | 1,048 | $212.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,043 | $211.6K | 0.02% | −523−33.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,040 | $211.0K | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $210.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,035 | $210.0K | 0.00% | −6−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 1,014 | $205.7K | 0.02% | −17−1.6% | Reduced |
| Fortress Wealth Group, LLC | 1,008 | $204.5K | 0.15% | +1,008 | New |
| Howland Capital Management LLC | 1,006 | $204.1K | 0.01% | +1,006 | New |
| Ferguson Wellman Capital Management, Inc | 1,004 | $203.7K | 0.01% | +1,004 | New |
| 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 |
| International Assets Investment Management, LLC | 1,000 | $202.8K | 0.03% | −199,777−99.5% | Reduced |
| Independent Advisor Alliance | 991 | $201.0K | 0.01% | +991 | New |
| Salem Investment Counselors Inc | 986 | $200.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 919 | $186.0K | 0.00% | −26−2.8% | Reduced |
| Belpointe Asset Management LLC | 847 | $171.8K | 0.01% | −2,650−75.8% | Reduced |
| Tobam | 813 | $165.0K | 0.01% | +162+24.9% | Added |
| Sentry Investment Management LLC | 809 | $164.0K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 710 | $144.0K | 0.00% | +103+17.0% | Added |
| Whittier Trust Co | 668 | $135.5K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 637 | $128.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 592 | $120.0K | 0.08% | −22−3.6% | Reduced |
| Osterweis Capital Management Inc | 560 | $113.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 502 | $101.8K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 450 | $91.3K | 0.01% | +450 | New |
| Pflug Koory, LLC | 435 | $88.2K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $81.1K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $81.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 396 | $80.3K | 0.00% | +267+207.0% | Added |
| Eagle Bay Advisors LLC | 383 | $77.7K | 0.04% | +10+2.7% | Added |
| Parallel Advisors, LLC | 380 | $77.2K | 0.00% | +83+27.9% | Added |
| DT Investment Partners, LLC | 355 | $72.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $68.4K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 321 | $65.1K | 0.00% | −20−5.9% | Reduced |
| Glassman Wealth Services | 310 | $62.9K | 0.01% | +10+3.3% | Added |
| Benjamin Edwards Inc | 308 | $62.0K | 0.02% | +152+97.4% | Added |
| Credit Agricole S A | 300 | $60.9K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 294 | $60.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 290 | $58.8K | 0.02% | +18+6.6% | Added |
| Lindbrook Capital, LLC | 278 | $56.4K | 0.01% | +57+25.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 277 | $56.0K | 0.04% | −28−9.2% | Reduced |
| Clearstead Advisors, LLC | 275 | $55.8K | 0.00% | −21−7.1% | Reduced |
| Compass Wealth Management LLC | 275 | $55.8K | 0.02% | 00.0% | Unchanged |
| City State Bank | 250 | $51.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 251 | $50.9K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 245 | $49.7K | 0.03% | +245 | New |
| Clear Street Markets LLC | 241 | $49.0K | 0.01% | +117+94.4% | Added |
| Parkside Financial Bank & Trust | 227 | $46.0K | 0.01% | +28+14.1% | Added |
| Key Financial Inc | 208 | $42.2K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $40.6K | 0.02% | +200 | New |
| IFP Advisors, Inc | 505 | $40.1K | 0.00% | +105+26.3% | Added |
| Paloma Partners Management Co | 180 | $36.5K | 0.01% | +180 | New |
| CVA Family Office, LLC | 170 | $34.5K | 0.01% | +10+6.3% | Added |
| GWM Advisors LLC | 166 | $33.8K | 0.00% | −39−19.0% | Reduced |
| Cedar Wealth Management, LLC | 166 | $33.7K | 0.01% | +20+13.7% | Added |
| Pacifica Partners Inc. | 160 | $31.3K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $30.4K | 0.00% | −23−13.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $30.0K | 0.01% | +150 | New |
| Concord Wealth Partners | 147 | $29.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 142 | $28.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 142 | $28.8K | 0.00% | +77+118.5% | Added |
| Atlas Capital Advisors LLC | 134 | $27.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 128 | $26.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 126 | $25.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 123 | $24.9K | 0.00% | +7+6.0% | Added |
| Park Place Capital Corp | 121 | $24.5K | 0.01% | +6+5.2% | Added |
| Farther Finance Advisors, LLC | 120 | $24.3K | 0.01% | +39+48.1% | Added |
| Creative Financial Designs Inc | 114 | $23.1K | 0.00% | +39+52.0% | Added |
| Carmel Capital Partners, LLC | 114 | $23.1K | 0.01% | +114 | New |
| Geneos Wealth Management Inc. | 113 | $22.9K | 0.00% | +113 | New |
| Addison Advisors LLC | 111 | $22.5K | 0.01% | −4−3.5% | Reduced |
| Loomis Sayles & Co L P | 106 | $22.0K | 0.00% | +106 | New |
| Raffa Wealth Management, LLC | 107 | $21.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 106 | $21.6K | 0.00% | +106 | New |
| Harbour Investments, Inc. | 105 | $21.3K | 0.00% | +57+118.8% | Added |
| Ronald Blue Trust, Inc. | 110 | $21.0K | 0.00% | +9+8.9% | Added |
| Venturi Wealth Management, LLC | 103 | $20.9K | 0.00% | +103 | New |
| Global Retirement Partners, LLC | 104 | $20.9K | 0.00% | +4+4.0% | Added |
| Optimum Investment Advisors | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 99 | $20.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 94 | $19.1K | 0.00% | −15−13.8% | Reduced |
| VitalStone Financial, LLC | 65 | $19.0K | 0.02% | +65 | New |
| Delta Asset Management LLC | 90 | $18.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 86 | $17.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $16.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 70 | $14.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 71 | $14.0K | 0.00% | +9+14.5% | Added |
| Ruedi Wealth Management, Inc. | 69 | $14.0K | 0.01% | 00.0% | Unchanged |