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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 66 | $13.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 66 | $13.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 63 | $12.8K | 0.00% | +38+152.0% | Added |
| Bell Investment Advisors, Inc | 62 | $12.6K | 0.00% | −1−1.6% | Reduced |
| McIlrath & Eck, LLC | 55 | $11.2K | 0.00% | +2+3.8% | Added |
| Baker Avenue Asset Management, LP | 55 | $11.2K | 0.00% | +6+12.2% | Added |
| Grove Bank & Trust | 54 | $11.0K | 0.00% | +48+800.0% | Added |
| Ridgewood Investments LLC | 53 | $10.8K | 0.01% | +53 | New |
| Earnest Partners LLC | 51 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $10.1K | 0.00% | −14−21.9% | Reduced |
| M&R Capital Management Inc | 46 | $9.33K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $8.72K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 40 | $8.12K | 0.00% | +10+33.3% | Added |
| Larson Financial Group LLC | 40 | $8.11K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $8.11K | 0.00% | +1+2.6% | Added |
| First Horizon Advisors, Inc. | 39 | $7.91K | 0.00% | −85−68.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $7.71K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 34 | $6.90K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $6.49K | 0.00% | +4+14.3% | Added |
| JFS Wealth Advisors, LLC | 30 | $6.06K | 0.00% | −3−9.1% | Reduced |
| Capital Advisors, Ltd. LLC | 30 | $6.00K | 0.00% | −82−73.2% | Reduced |
| Lazard Asset Management LLC | 31 | $6.00K | 0.00% | +6+24.0% | Added |
| Zions Bancorporation, N.A. | 26 | $5.27K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $5.07K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $4.06K | 0.00% | +6+42.9% | Added |
| Financial Management Professionals, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 17 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 16 | $3.25K | 0.00% | −1,022−98.5% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $3.04K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $3.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.04K | 0.00% | +3+25.0% | Added |
| Gradient Investments LLC | 14 | $2.84K | 0.00% | +9+180.0% | Added |
| Disciplined Investments, LLC | 13 | $2.64K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $2.64K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 13 | $2.64K | 0.00% | +13 | New |
| American National Bank | 12 | $2.43K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 11 | $2.23K | 0.00% | −48−81.4% | Reduced |
| MCF Advisors LLC | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.63K | 0.00% | +2+33.3% | Added |
| Quent Capital, LLC | 8 | $1.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5 | $1.01K | 0.00% | +5 | New |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cullen/Frost Bankers, Inc. | 4 | $811 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $811 | 0.00% | +4 | New |
| Strategic Investment Solutions, Inc. | 2 | $410 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $406 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $406 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $406 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $405 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 2 | $399 | 0.00% | +2 | New |
| Group One Trading, L.P. | 1 | $203 | 0.00% | −2,001−100.0% | Reduced |
| Central Trust Co | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Cerity Partners LLC | 4,762 | – | – | +1,710+56.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −295,362−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −234,041−100.0% | Sold out |
| Foyston, Gordon, & Payne Inc | 0 | $0 | 0.00% | −40,713−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −26,454−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −20,469−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,129−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −9,550−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −8,697−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −8,480−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −7,278−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,849−100.0% | Sold out |
| Shorepoint Capital Partners LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |