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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 2,762 | $650.0K | 0.02% | +630+29.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,805 | $660.0K | 0.04% | +116+4.3% | Added |
| Eagle Ridge Investment Management | 2,828 | $665.4K | 0.07% | 00.0% | Unchanged |
| Veritable, L.P. | 2,847 | $669.9K | 0.01% | −60−2.1% | Reduced |
| Bowen Hanes & Co Inc | 2,854 | $671.5K | 0.02% | −14−0.5% | Reduced |
| Vestcor Inc | 2,887 | $679.0K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,900 | $682.4K | 0.49% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,948 | $694.0K | 0.01% | −15−0.5% | Reduced |
| Veriti Management LLC | 2,985 | $702.4K | 0.08% | −217−6.8% | Reduced |
| XTX Topco Ltd | 3,000 | $705.9K | 0.13% | −1,341−30.9% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $713.9K | 0.47% | 00.0% | Unchanged |
| Huntington National Bank | 3,106 | $730.8K | 0.01% | +47+1.5% | Added |
| Spinnaker Trust | 3,125 | $735.3K | 0.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,177 | $747.6K | 0.04% | +358+12.7% | Added |
| Triangle Securities Wealth Management | 3,181 | $748.5K | 0.26% | −15−0.5% | Reduced |
| Connectus Wealth, LLC | 3,188 | $750.4K | 0.02% | −879−21.6% | Reduced |
| Beacon Pointe Advisors, LLC | 3,203 | $753.8K | 0.01% | −31−1.0% | Reduced |
| Gratus Capital LLC | 3,235 | $761.2K | 0.05% | −1,396−30.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,241 | $762.6K | 0.01% | +638+24.5% | Added |
| Tower Research Capital LLC (TRC) | 3,260 | $767.1K | 0.03% | +942+40.6% | Added |
| Ostrum Asset Management | 3,262 | $767.5K | 0.06% | +4+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,285 | $773.0K | 0.00% | −1,449−30.6% | Reduced |
| Capital Investment Advisors, LLC | 3,297 | $775.8K | 0.02% | −29−0.9% | Reduced |
| LVW Advisors, LLC | 3,413 | $803.1K | 0.16% | −18−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,455 | $813.0K | 0.01% | +90+2.7% | Added |
| FDx Advisors, Inc. | 3,495 | $822.0K | 0.05% | −1,770−33.6% | Reduced |
| Quantinno Capital Management LP | 3,515 | $827.0K | 0.05% | −128−3.5% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $847.0K | 0.36% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $847.1K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,218 | $850.7K | 0.04% | −57−1.3% | Reduced |
| Wesbanco Bank Inc | 3,675 | $865.0K | 0.04% | −35−0.9% | Reduced |
| Assetmark, Inc | 3,688 | $867.8K | 0.00% | +479+14.9% | Added |
| TownSquare Capital, LLC | 3,735 | $878.9K | 0.02% | +359+10.6% | Added |
| Community Bank, N.A. | 3,750 | $882.4K | 0.12% | 00.0% | Unchanged |
| Bamco Inc | 3,800 | $894.1K | 0.00% | +100+2.7% | Added |
| Empirical Finance, LLC | 3,811 | $896.7K | 0.07% | +431+12.8% | Added |
| Guggenheim Capital LLC | 3,822 | $899.3K | 0.01% | −1,064−21.8% | Reduced |
| United Capital Financial Advisers, LLC | 3,858 | $907.7K | 0.00% | +2,196+132.1% | Added |
| Integrated Wealth Concepts LLC | 3,867 | $909.9K | 0.02% | +3,867 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,869 | $910.4K | 0.02% | +19+0.5% | Added |
| Fiduciary Group LLC | 3,873 | $911.3K | 0.11% | −25−0.6% | Reduced |
| AQR Capital Management LLC | 3,984 | $937.4K | 0.00% | +3,984 | New |
| Nwam LLC | 4,013 | $944.3K | 0.08% | +8+0.2% | Added |
| AE Wealth Management LLC | 4,016 | $945.0K | 0.01% | +30+0.8% | Added |
| Advisors Capital Management, LLC | 4,017 | $945.0K | 0.02% | +4,017 | New |
| Accretive Wealth Partners, LLC | 4,077 | $959.3K | 0.57% | +173+4.4% | Added |
| Sonen Capital LLC | 4,099 | $964.5K | 1.60% | −305−6.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,123 | $970.0K | 0.06% | +822+24.9% | Added |
| Vetamer Capital Management, L.P. | 4,142 | $974.6K | 1.50% | −3,676−47.0% | Reduced |
| Kestra Advisory Services, LLC | 4,200 | $988.3K | 0.01% | −131−3.0% | Reduced |
| Panagora Asset Management Inc | 4,201 | $988.5K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,203 | $989.0K | 0.00% | −1,203−22.3% | Reduced |
| iA Global Asset Management Inc. | 4,222 | $993.0K | 0.03% | +4,222 | New |
| Monticello Wealth Management, LLC | 4,273 | $1.01M | 0.10% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,289 | $1.01M | 0.05% | −292−6.4% | Reduced |
| Advisor OS, LLC | 4,360 | $1.03M | 0.17% | +52+1.2% | Added |
| Brighton Jones LLC | 4,362 | $1.03M | 0.05% | +58+1.3% | Added |
| Citadel Advisors LLC | 4,402 | $1.04M | 0.00% | −3,751−46.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,403 | $1.04M | 0.08% | +44+1.0% | Added |
| CX Institutional | 4,558 | $1.07M | 0.06% | +134+3.0% | Added |
| Sound View Wealth Advisors Group, LLC | 4,636 | $1.09M | 0.14% | −48−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,720 | $1.11M | 0.01% | −31−0.7% | Reduced |
| Metis Global Partners, LLC | 4,750 | $1.12M | 0.06% | +228+5.0% | Added |
| Exchange Capital Management, Inc. | 4,808 | $1.13M | 0.21% | +83+1.8% | Added |
| STRS Ohio | 4,819 | $1.13M | 0.00% | +4,819 | New |
| Twin Tree Management, LP | 4,836 | $1.14M | 0.02% | −4,777−49.7% | Reduced |
| Prudential PLC | 4,843 | $1.14M | 0.01% | +1,005+26.2% | Added |
| Fort Washington Investment Advisors Inc | 4,857 | $1.14M | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,895 | $1.15M | 0.16% | −2,928−37.4% | Reduced |
| Troluce Capital Advisors LLC | 5,000 | $1.18M | 1.78% | +5,000 | New |
| Regions Financial Corp | 5,013 | $1.18M | 0.01% | −734−12.8% | Reduced |
| Crossmark Global Holdings, Inc. | 6,004 | $1.22M | 0.03% | +132+2.2% | Added |
| Telemus Capital, LLC | 5,193 | $1.22M | 0.10% | −207−3.8% | Reduced |
| Univest Financial Corp | 5,250 | $1.24M | 0.37% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,257 | $1.24M | 0.13% | +5,257 | New |
| Cetera Advisor Networks LLC | 5,279 | $1.24M | 0.01% | +441+9.1% | Added |
| Metropolitan Life Insurance Co | 5,345 | $1.26M | 0.06% | −134−2.4% | Reduced |
| Cetera Investment Advisers | 5,538 | $1.30M | 0.01% | +1,369+32.8% | Added |
| Ieq Capital, LLC | 5,613 | $1.32M | 0.03% | −225−3.9% | Reduced |
| Pegasus Partners Ltd. | 5,653 | $1.33M | 0.20% | −10−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,677 | $1.34M | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,700 | $1.34M | 0.05% | +500+9.6% | Added |
| Cerity Partners LLC | 5,739 | $1.35M | 0.01% | +977+20.5% | Added |
| Kovitz Investment Group Partners, LLC | 5,747 | $1.35M | 0.02% | +2,862+99.2% | Added |
| American Century Companies Inc | 5,886 | $1.38M | 0.00% | +293+5.2% | Added |
| New Mexico Educational Retirement Board | 5,905 | $1.39M | 0.06% | +200+3.5% | Added |
| Fiduciary Trust Co | 5,946 | $1.40M | 0.02% | +10.0% | Added |
| Intech Investment Management LLC | 5,951 | $1.40M | 0.01% | −54,047−90.1% | Reduced |
| Long Road Investment Counsel, LLC | 5,966 | $1.40M | 0.65% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,026 | $1.42M | 0.02% | +6+0.1% | Added |
| Advisor Partners II, LLC | 6,067 | $1.43M | 0.07% | −154−2.5% | Reduced |
| First Financial Bank - Trust Division | 6,077 | $1.43M | 0.15% | −126−2.0% | Reduced |
| AIA Group Ltd | 6,178 | $1.45M | 0.07% | +3,246+110.7% | Added |
| Builder Investment Group Inc | 6,208 | $1.46M | 0.57% | −450−6.8% | Reduced |
| Schroder Investment Management Group | 6,875 | $1.62M | 0.00% | −1,908−21.7% | Reduced |
| D. E. Shaw & Co., Inc. | 7,044 | $1.66M | 0.00% | −2,576−26.8% | Reduced |
| Morningstar Investment Services LLC | 7,224 | $1.69M | 0.02% | −275−3.7% | Reduced |
| Rockland Trust Co | 7,200 | $1.69M | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,239 | $1.70M | 0.01% | +3,430+90.0% | Added |
| Wellington Shields Capital Management, LLC | 7,325 | $1.72M | 0.21% | −249−3.3% | Reduced |