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, Q2 2023
Institutional positions in Equifax Inc as of Jun 30, 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
- 687
- +24 vs. Q1 2023
- Shares held
- 122.0M
- +1.17M (+1.0%) vs. Q1 2023
- Total value
- $28.7B
- +$4.20B (+17.1%) vs. Q1 2023
- New holders
- 69
- 224 more added
- Sold out
- 45
- 227 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Colonial Trust Advisors | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $236 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $470 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $471 | 0.00% | −9−81.8% | Reduced |
| USA Financial Portformulas Corp | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $471 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $471 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $471 | 0.00% | +2 | New |
| Bokf, NA | 4 | $941 | 0.00% | −12−75.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4 | $941 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.42K | 0.00% | −2−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8 | $1.88K | 0.00% | +2+33.3% | Added |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $2.35K | 0.00% | −5−33.3% | Reduced |
| MCF Advisors LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $2.59K | 0.00% | −3−21.4% | Reduced |
| American National Bank | 12 | $2.82K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $3.06K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,940 | $3.58K | 0.11% | +1,940 | New |
| Column Capital Advisors, LLC | 16 | $3.77K | 0.00% | −1−5.9% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $4.00K | 0.00% | +4+30.8% | Added |
| Copeland Capital Management, LLC | 20 | $4.71K | 0.00% | +20 | New |
| Lazard Asset Management LLC | 23 | $5.00K | 0.00% | −8−25.8% | Reduced |
| TD Waterhouse Canada Inc. | 25 | $5.72K | 0.00% | +25 | New |
| Tompkins Financial Corp | 25 | $5.88K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $6.00K | 0.00% | −78−70.9% | Reduced |
| Zions Bancorporation, N.A. | 26 | $6.12K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 28 | $6.59K | 0.00% | +28 | New |
| M&R Capital Management Inc | 31 | $7.29K | 0.00% | −15−32.6% | Reduced |
| Sutton Wealth Advisors Inc. | 32 | $7.53K | 0.00% | −2−5.9% | Reduced |
| AdvisorNet Financial, Inc | 32 | $7.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $7.73K | 0.00% | +3+10.0% | Added |
| Cherry Tree Wealth Management, LLC | 35 | $8.24K | 0.00% | +35 | New |
| Rocky Mountain Advisers, LLC | 42 | $8.52K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 37 | $8.71K | 0.00% | −17−31.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $8.94K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 39 | $9.18K | 0.00% | −1−2.5% | Reduced |
| First Horizon Advisors, Inc. | 39 | $9.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $9.88K | 0.00% | +2+5.0% | Added |
| Solstein Capital, LLC | 42 | $9.88K | 0.01% | +42 | New |
| Financial Management Professionals, Inc. | 42 | $10.0K | 0.00% | +20+90.9% | Added |
| GW&K Investment Management, LLC | 43 | $10.0K | 0.00% | +43 | New |
| Steward Financial Group LLC | 44 | $10.0K | 0.00% | +44 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $10.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 44 | $10.4K | 0.00% | +4+10.0% | Added |
| Cambridge Trust Co | 50 | $11.8K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 51 | $12.0K | 0.00% | −4−7.3% | Reduced |
| Earnest Partners LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $12.5K | 0.00% | −2−3.6% | Reduced |
| Ridgewood Investments LLC | 53 | $12.5K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 58 | $13.6K | 0.01% | +58 | New |
| Bell Investment Advisors, Inc | 62 | $14.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $15.0K | 0.01% | −1−1.5% | Reduced |
| Proequities, Inc. | 64 | $15.1K | 0.00% | +1+1.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 66 | $15.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 68 | $16.0K | 0.01% | +68 | New |
| Ruedi Wealth Management, Inc. | 69 | $16.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $18.0K | 0.00% | +4+5.6% | Added |
| Farmers & Merchants Investments Inc | 82 | $19.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 83 | $19.5K | 0.00% | +83 | New |
| West Paces Advisors Inc. | 86 | $20.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $21.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 91 | $21.4K | 0.01% | +91 | New |
| McClarren Financial Advisors, Inc. | 99 | $23.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $23.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $23.6K | 0.00% | −4−3.8% | Reduced |
| Fred Alger Management, LLC | 104 | $24.5K | 0.00% | +104 | New |
| Raffa Wealth Management, LLC | 107 | $25.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 107 | $25.2K | 0.00% | +2+1.9% | Added |
| Capital Advisors, Ltd. LLC | 112 | $26.0K | 0.00% | +82+273.3% | Added |
| Addison Advisors LLC | 111 | $26.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 113 | $26.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 114 | $26.8K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 114 | $26.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 117 | $27.5K | 0.00% | +23+24.5% | Added |
| Park Place Capital Corp | 121 | $28.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 124 | $29.2K | 0.00% | +1+0.8% | Added |
| Caldwell Trust Co | 126 | $29.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 128 | $31.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $31.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 138 | $32.5K | 0.00% | +35+34.0% | Added |
| Glen Eagle Advisors, LLC | 143 | $33.6K | 0.01% | +1+0.7% | Added |
| Trust Co of Vermont | 150 | $35.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 154 | $36.4K | 0.00% | −12−7.2% | Reduced |
| Pacifica Partners Inc. | 160 | $37.0K | 0.02% | 00.0% | Unchanged |