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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 1,220 | $287.0K | 0.03% | +20+1.7% | Added |
| CIBC World Markets Inc. | 1,263 | $297.0K | 0.00% | +92+7.9% | Added |
| Moody National Bank Trust Division | 1,271 | $299.1K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,273 | $299.6K | 0.04% | +9+0.7% | Added |
| American Trust | 1,274 | $299.8K | 0.02% | −10−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,295 | $304.7K | 0.02% | −66−4.8% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $305.9K | 0.02% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $309.0K | 0.02% | −50−3.7% | Reduced |
| NorthRock Partners, LLC | 1,322 | $311.1K | 0.03% | −28−2.1% | Reduced |
| Vident Investment Advisory, LLC | 1,341 | $315.5K | 0.01% | +1,341 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,348 | $317.0K | 0.00% | −535−28.4% | Reduced |
| Toroso Investments, LLC | 1,394 | $328.0K | 0.01% | −158−10.2% | Reduced |
| Bryn Mawr Trust Co | 1,397 | $329.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,404 | $329.0K | 0.01% | +767+120.4% | Added |
| DRW Securities, LLC | 1,400 | $329.0K | 0.03% | +1,400 | New |
| Douglass Winthrop Advisors, LLC | 1,400 | $329.4K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,412 | $332.2K | 0.03% | +5+0.4% | Added |
| Pettee Investors, Inc. | 1,413 | $332.5K | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,421 | $334.4K | 0.02% | −22−1.5% | Reduced |
| National Asset Management, Inc. | 1,422 | $334.7K | 0.01% | +79+5.9% | Added |
| Profund Advisors LLC | 1,456 | $342.6K | 0.02% | +122+9.1% | Added |
| Pitcairn Co | 1,462 | $344.0K | 0.03% | −39−2.6% | Reduced |
| CAPROCK Group, Inc. | 1,466 | $345.1K | 0.03% | −474−24.4% | Reduced |
| Cigna Investments Inc | 1,472 | $346.0K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,476 | $347.3K | 0.05% | −1−0.1% | Reduced |
| Oxford Financial Group Ltd | 1,480 | $348.2K | 0.03% | −234−13.7% | Reduced |
| Greenleaf Trust | 1,487 | $349.9K | 0.00% | +59+4.1% | Added |
| Washington Trust Co | 1,500 | $352.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,506 | $354.4K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,516 | $356.7K | 0.07% | −2−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,530 | $359.9K | 0.04% | +404+35.9% | Added |
| Private Trust Co NA | 1,549 | $364.5K | 0.05% | −21−1.3% | Reduced |
| TrueWealth Advisors, LLC | 1,553 | $365.4K | 0.15% | −30−1.9% | Reduced |
| Strategic Blueprint, LLC | 1,585 | $372.9K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,587 | $373.4K | 0.03% | −9−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,594 | $375.1K | 0.04% | −5−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,597 | $375.8K | 0.07% | +113+7.6% | Added |
| Trust Co of Virginia | 1,600 | $376.5K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 1,613 | $379.6K | 0.01% | −32−1.9% | Reduced |
| Quadrant Capital Group LLC | 1,647 | $387.5K | 0.04% | −18−1.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,650 | $388.2K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,653 | $389.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,653 | $389.0K | 0.01% | +131+8.6% | Added |
| CWM Advisors, LLC | 1,670 | $393.0K | 0.05% | −184−9.9% | Reduced |
| Apeiron RIA LLC | 1,700 | $400.0K | 0.14% | +1,700 | New |
| HM Payson & Co | 1,716 | $403.8K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,725 | $405.9K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,725 | $406.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 1,754 | $412.7K | 0.00% | −4,556−72.2% | Reduced |
| Vontobel Holding Ltd. | 1,758 | $413.7K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,784 | $419.8K | 0.01% | −6−0.3% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $423.5K | 0.01% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,800 | $423.5K | 0.18% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,821 | $428.0K | 0.01% | −2−0.1% | Reduced |
| Davenport & Co LLC | 1,824 | $429.3K | 0.00% | +184+11.2% | Added |
| Machina Capital S.A.S. | 1,835 | $431.8K | 0.24% | +1,835 | New |
| Diversified Trust Co | 1,850 | $435.3K | 0.02% | +17+0.9% | Added |
| Northern Oak Wealth Management Inc | 1,865 | $438.8K | 0.05% | +1,865 | New |
| Washington Trust Advisors, Inc. | 1,878 | $441.9K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,880 | $442.4K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,900 | $447.0K | 0.02% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,900 | $447.1K | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,916 | $449.2K | 0.08% | 00.0% | Unchanged |
| First Manhattan Co | 1,910 | $449.4K | 0.00% | −18−0.9% | Reduced |
| SG Americas Securities, LLC | 1,950 | $459.0K | 0.00% | +742+61.4% | Added |
| BBR Partners, LLC | 2,000 | $470.6K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,018 | $474.8K | 0.13% | −5−0.2% | Reduced |
| Wedgewood Investors Inc | 2,025 | $476.5K | 0.61% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,037 | $479.0K | 0.25% | +2,037 | New |
| South Dakota Investment Council | 2,085 | $491.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,110 | $496.5K | 0.00% | +10.0% | Added |
| Meeder Advisory Services, Inc. | 2,130 | $501.2K | 0.05% | −159−6.9% | Reduced |
| Manchester Capital Management LLC | 2,152 | $506.4K | 0.07% | +2+0.1% | Added |
| Roundview Capital LLC | 2,170 | $510.6K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,209 | $519.8K | 0.00% | +165+8.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,214 | $521.0K | 0.31% | +159+7.7% | Added |
| Financial Advisory Corp | 2,224 | $523.0K | 0.23% | −100−4.3% | Reduced |
| Ancora Advisors, LLC | 2,223 | $523.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,289 | $538.6K | 0.00% | +9+0.4% | Added |
| Wedmont Private Capital | 2,314 | $547.3K | 0.06% | +117+5.3% | Added |
| Janney Capital Management LLC | 2,364 | $556.0K | 0.04% | −124−5.0% | Reduced |
| NWF Advisory Services Inc. | 2,404 | $565.7K | 0.13% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,465 | $580.0K | 0.14% | +85+3.6% | Added |
| Sawtooth Solutions, LLC | 2,470 | $581.1K | 0.02% | +120+5.1% | Added |
| Bleakley Financial Group, LLC | 2,472 | $581.6K | 0.02% | +125+5.3% | Added |
| Cyndeo Wealth Partners, LLC | 2,472 | $581.7K | 0.06% | +2,472 | New |
| Doheny Asset Management | 2,500 | $588.0K | 0.50% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,503 | $589.0K | 0.08% | −5,097−67.1% | Reduced |
| Annandale Capital, LLC | 2,517 | $592.0K | 0.17% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,535 | $596.3K | 0.06% | −300−10.6% | Reduced |
| Pathstone Family Office, LLC | 2,120 | $609.0K | 0.01% | +322+17.9% | Added |
| Sherbrooke Park Advisers LLC | 2,600 | $611.8K | 0.32% | +2,600 | New |
| Canada Pension Plan Investment Board | 2,602 | $612.3K | 0.00% | −2,200−45.8% | Reduced |
| Impax Asset Management Group plc | 2,632 | $619.3K | 0.00% | −283−9.7% | Reduced |
| Athena Investment Management | 2,633 | $619.5K | 0.43% | 00.0% | Unchanged |
| Perpetual Ltd | 2,639 | $621.0K | 0.01% | −336−11.3% | Reduced |
| Silvercrest Asset Management Group LLC | 2,651 | $623.8K | 0.00% | +5+0.2% | Added |
| Highland Capital Management, LLC | 2,666 | $627.3K | 0.04% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,671 | $628.5K | 0.48% | +2,671 | New |
| Alberta Investment Management Corp | 2,700 | $635.3K | 0.01% | 00.0% | Unchanged |