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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 160 | $38.0K | 0.02% | −81−33.6% | Reduced |
| Spire Wealth Management | 163 | $38.3K | 0.00% | +21+14.8% | Added |
| Farther Finance Advisors, LLC | 166 | $39.1K | 0.01% | +46+38.3% | Added |
| IFP Advisors, Inc | 500 | $39.7K | 0.00% | −5−1.0% | Reduced |
| Cedar Wealth Management, LLC | 180 | $42.4K | 0.02% | +14+8.4% | Added |
| Benjamin Edwards Inc | 192 | $45.0K | 0.01% | −116−37.7% | Reduced |
| ORG Partners LLC | 198 | $45.4K | 0.01% | +198 | New |
| CVA Family Office, LLC | 194 | $45.6K | 0.01% | +24+14.1% | Added |
| Cape Investment Advisory, Inc. | 200 | $47.1K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 206 | $48.0K | 0.03% | −386−65.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 225 | $53.0K | 0.04% | −52−18.8% | Reduced |
| Key Financial Inc | 227 | $53.4K | 0.02% | +19+9.1% | Added |
| Parkside Financial Bank & Trust | 229 | $53.9K | 0.01% | +2+0.9% | Added |
| City State Bank | 250 | $59.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 251 | $59.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 273 | $64.2K | 0.00% | −2−0.7% | Reduced |
| Compass Wealth Management LLC | 275 | $64.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 291 | $68.5K | 0.02% | +1+0.3% | Added |
| V-Square Quantitative Management LLC | 291 | $68.5K | 0.05% | +291 | New |
| Achmea Investment Management B.V. | 294 | $69.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $70.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $71.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 316 | $74.4K | 0.01% | +6+1.9% | Added |
| Eagle Bay Advisors LLC | 318 | $74.8K | 0.04% | −65−17.0% | Reduced |
| Piscataqua Savings Bank | 337 | $79.3K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 339 | $79.8K | 0.01% | +61+21.9% | Added |
| Hanson & Doremus Investment Management | 373 | $88.0K | 0.02% | +373 | New |
| Alta Advisers Ltd | 400 | $94.1K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $94.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 400 | $94.1K | 0.00% | +4+1.0% | Added |
| Arlington Partners LLC | 410 | $96.5K | 0.01% | −40−8.9% | Reduced |
| Parallel Advisors, LLC | 428 | $100.8K | 0.00% | +48+12.6% | Added |
| Pflug Koory, LLC | 435 | $102.4K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 502 | $118.1K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 560 | $131.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 668 | $157.2K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $188.2K | 0.05% | +800 | New |
| Sentry Investment Management LLC | 809 | $190.0K | 0.07% | 00.0% | Unchanged |
| Tobam | 813 | $191.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 835 | $196.0K | 0.00% | +125+17.6% | Added |
| Natixis Investment Managers International | 850 | $200.0K | 0.01% | −1,050−55.3% | Reduced |
| Modera Wealth Management, LLC | 869 | $204.5K | 0.00% | +869 | New |
| Advus Financial Partners, LLC | 872 | $205.2K | 0.08% | +872 | New |
| Integrated Advisors Network LLC | 887 | $208.7K | 0.01% | +887 | New |
| Venture Visionary Partners LLC | 893 | $210.1K | 0.01% | +893 | New |
| Valeo Financial Advisors, LLC | 896 | $210.8K | 0.01% | +896 | New |
| UniSuper Management Pty Ltd | 900 | $211.8K | 0.00% | +900 | New |
| J.W. Cole Advisors, Inc. | 904 | $212.6K | 0.02% | +904 | New |
| Teza Capital Management LLC | 917 | $215.8K | 0.04% | +917 | New |
| MJP Associates Inc | 920 | $216.6K | 0.07% | +920 | New |
| Palogic Value Management, L.P. | 923 | $217.2K | 0.10% | +923 | New |
| Sepio Capital, LP | 925 | $217.7K | 0.02% | +925 | New |
| Prospera Financial Services Inc | 926 | $219.3K | 0.01% | +926 | New |
| MPS Loria Financial Planners, LLC | 935 | $220.0K | 0.08% | +935 | New |
| Capstone Investment Advisors, LLC | 940 | $221.2K | 0.01% | −157−14.3% | Reduced |
| Ci Investments Inc. | 943 | $222.0K | 0.00% | +24+2.6% | Added |
| Capital Asset Advisory Services LLC | 941 | $222.6K | 0.02% | −173−15.5% | Reduced |
| Summit Financial, LLC | 964 | $226.8K | 0.02% | +964 | New |
| Salem Investment Counselors Inc | 986 | $232.0K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 987 | $232.2K | 0.06% | +987 | New |
| Independent Advisor Alliance | 991 | $233.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 1,000 | $235.3K | 0.02% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $235.3K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $235.3K | 0.17% | 00.0% | Unchanged |
| Auxier Asset Management | 1,000 | $235.3K | 0.04% | +1,000 | New |
| Personal Cfo Solutions, LLC | 1,002 | $235.7K | 0.05% | +1,002 | New |
| Ferguson Wellman Capital Management, Inc | 1,003 | $236.0K | 0.01% | −1−0.1% | Reduced |
| Glenview Trust Co | 1,005 | $236.5K | 0.01% | +5+0.5% | Added |
| Howland Capital Management LLC | 1,006 | $236.7K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,014 | $237.4K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,013 | $238.3K | 0.01% | −291−22.3% | Reduced |
| Gsa Capital Partners LLP | 1,014 | $239.0K | 0.02% | +1,014 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $243.8K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,040 | $245.0K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 1,048 | $246.6K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 1,051 | $247.3K | 0.01% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,249 | $247.4K | 0.16% | +241+23.9% | Added |
| Independent Financial Group, LLC | 1,052 | $247.5K | 0.02% | +1,052 | New |
| GSB Wealth Management, LLC | 1,069 | $251.5K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,069 | $251.5K | 0.00% | −141−11.7% | Reduced |
| Austin Private Wealth, LLC | 1,070 | $251.8K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,081 | $255.0K | 0.01% | +1,081 | New |
| Meridian Wealth Management, LLC | 1,095 | $257.7K | 0.02% | +1+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $258.8K | 0.12% | 00.0% | Unchanged |
| Park National Corp | 1,100 | $258.8K | 0.01% | 00.0% | Unchanged |
| Sabal Trust CO | 1,112 | $261.7K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,121 | $263.8K | 0.02% | +11+1.0% | Added |
| Cannon Financial Strategists, Inc. | 1,126 | $264.9K | 0.07% | −40−3.4% | Reduced |
| Lido Advisors, LLC | 1,144 | $269.2K | 0.00% | +1,144 | New |
| Cherry Creek Investment Advisors, Inc. | 1,153 | $271.3K | 0.18% | +2+0.2% | Added |
| Burt Wealth Advisors | 1,156 | $272.0K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,160 | $273.0K | 0.00% | +125+12.1% | Added |
| Nicholas Hoffman & Company, LLC. | 1,164 | $273.9K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,171 | $275.5K | 0.03% | −379−24.5% | Reduced |
| Coldstream Capital Management Inc | 1,185 | $278.8K | 0.01% | −100−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,188 | $279.5K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,195 | $281.3K | 0.13% | +3+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,199 | $282.0K | 0.01% | +60+5.3% | Added |
| Edge Capital Group, LLC | 1,207 | $284.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,213 | $285.4K | 0.04% | +213+21.3% | Added |