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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 5,905 | $1.39M | 0.06% | +200+3.5% | Added |
| American Century Companies Inc | 5,886 | $1.38M | 0.00% | +293+5.2% | Added |
| Kovitz Investment Group Partners, LLC | 5,747 | $1.35M | 0.02% | +2,862+99.2% | Added |
| Cerity Partners LLC | 5,739 | $1.35M | 0.01% | +977+20.5% | Added |
| E. Ohman J:or Asset Management AB | 5,700 | $1.34M | 0.05% | +500+9.6% | Added |
| CIBC Private Wealth Group, LLC | 5,677 | $1.34M | 0.00% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 5,653 | $1.33M | 0.20% | −10−0.2% | Reduced |
| Ieq Capital, LLC | 5,613 | $1.32M | 0.03% | −225−3.9% | Reduced |
| Cetera Investment Advisers | 5,538 | $1.30M | 0.01% | +1,369+32.8% | Added |
| Metropolitan Life Insurance Co | 5,345 | $1.26M | 0.06% | −134−2.4% | Reduced |
| Cetera Advisor Networks LLC | 5,279 | $1.24M | 0.01% | +441+9.1% | Added |
| Dark Forest Capital Management LP | 5,257 | $1.24M | 0.13% | +5,257 | New |
| Univest Financial Corp | 5,250 | $1.24M | 0.37% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,193 | $1.22M | 0.10% | −207−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 6,004 | $1.22M | 0.03% | +132+2.2% | Added |
| Regions Financial Corp | 5,013 | $1.18M | 0.01% | −734−12.8% | Reduced |
| Troluce Capital Advisors LLC | 5,000 | $1.18M | 1.78% | +5,000 | New |
| FORA Capital, LLC | 4,895 | $1.15M | 0.16% | −2,928−37.4% | Reduced |
| Fort Washington Investment Advisors Inc | 4,857 | $1.14M | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 4,843 | $1.14M | 0.01% | +1,005+26.2% | Added |
| Twin Tree Management, LP | 4,836 | $1.14M | 0.02% | −4,777−49.7% | Reduced |
| STRS Ohio | 4,819 | $1.13M | 0.00% | +4,819 | New |
| Exchange Capital Management, Inc. | 4,808 | $1.13M | 0.21% | +83+1.8% | Added |
| Metis Global Partners, LLC | 4,750 | $1.12M | 0.06% | +228+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,720 | $1.11M | 0.01% | −31−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,636 | $1.09M | 0.14% | −48−1.0% | Reduced |
| CX Institutional | 4,558 | $1.07M | 0.06% | +134+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,403 | $1.04M | 0.08% | +44+1.0% | Added |
| Citadel Advisors LLC | 4,402 | $1.04M | 0.00% | −3,751−46.0% | Reduced |
| Brighton Jones LLC | 4,362 | $1.03M | 0.05% | +58+1.3% | Added |
| Advisor OS, LLC | 4,360 | $1.03M | 0.17% | +52+1.2% | Added |
| Donaldson Capital Management, LLC | 4,289 | $1.01M | 0.05% | −292−6.4% | Reduced |
| Monticello Wealth Management, LLC | 4,273 | $1.01M | 0.10% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,222 | $993.0K | 0.03% | +4,222 | New |
| Mercer Global Advisors Inc | 4,203 | $989.0K | 0.00% | −1,203−22.3% | Reduced |
| Panagora Asset Management Inc | 4,201 | $988.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,200 | $988.3K | 0.01% | −131−3.0% | Reduced |
| Vetamer Capital Management, L.P. | 4,142 | $974.6K | 1.50% | −3,676−47.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,123 | $970.0K | 0.06% | +822+24.9% | Added |
| Sonen Capital LLC | 4,099 | $964.5K | 1.60% | −305−6.9% | Reduced |
| Accretive Wealth Partners, LLC | 4,077 | $959.3K | 0.57% | +173+4.4% | Added |
| Advisors Capital Management, LLC | 4,017 | $945.0K | 0.02% | +4,017 | New |
| AE Wealth Management LLC | 4,016 | $945.0K | 0.01% | +30+0.8% | Added |
| Nwam LLC | 4,013 | $944.3K | 0.08% | +8+0.2% | Added |
| AQR Capital Management LLC | 3,984 | $937.4K | 0.00% | +3,984 | New |
| Fiduciary Group LLC | 3,873 | $911.3K | 0.11% | −25−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,869 | $910.4K | 0.02% | +19+0.5% | Added |
| Integrated Wealth Concepts LLC | 3,867 | $909.9K | 0.02% | +3,867 | New |
| United Capital Financial Advisers, LLC | 3,858 | $907.7K | 0.00% | +2,196+132.1% | Added |
| Guggenheim Capital LLC | 3,822 | $899.3K | 0.01% | −1,064−21.8% | Reduced |
| Empirical Finance, LLC | 3,811 | $896.7K | 0.07% | +431+12.8% | Added |
| Bamco Inc | 3,800 | $894.1K | 0.00% | +100+2.7% | Added |
| Community Bank, N.A. | 3,750 | $882.4K | 0.12% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,735 | $878.9K | 0.02% | +359+10.6% | Added |
| Assetmark, Inc | 3,688 | $867.8K | 0.00% | +479+14.9% | Added |
| Wesbanco Bank Inc | 3,675 | $865.0K | 0.04% | −35−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 4,218 | $850.7K | 0.04% | −57−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $847.1K | 0.06% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $847.0K | 0.36% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,515 | $827.0K | 0.05% | −128−3.5% | Reduced |
| FDx Advisors, Inc. | 3,495 | $822.0K | 0.05% | −1,770−33.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,455 | $813.0K | 0.01% | +90+2.7% | Added |
| LVW Advisors, LLC | 3,413 | $803.1K | 0.16% | −18−0.5% | Reduced |
| Capital Investment Advisors, LLC | 3,297 | $775.8K | 0.02% | −29−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,285 | $773.0K | 0.00% | −1,449−30.6% | Reduced |
| Ostrum Asset Management | 3,262 | $767.5K | 0.06% | +4+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,260 | $767.1K | 0.03% | +942+40.6% | Added |
| O'Shaughnessy Asset Management, LLC | 3,241 | $762.6K | 0.01% | +638+24.5% | Added |
| Gratus Capital LLC | 3,235 | $761.2K | 0.05% | −1,396−30.1% | Reduced |
| Beacon Pointe Advisors, LLC | 3,203 | $753.8K | 0.01% | −31−1.0% | Reduced |
| Connectus Wealth, LLC | 3,188 | $750.4K | 0.02% | −879−21.6% | Reduced |
| Triangle Securities Wealth Management | 3,181 | $748.5K | 0.26% | −15−0.5% | Reduced |
| Linscomb & Williams, Inc. | 3,177 | $747.6K | 0.04% | +358+12.7% | Added |
| Spinnaker Trust | 3,125 | $735.3K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 3,106 | $730.8K | 0.01% | +47+1.5% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $713.9K | 0.47% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,000 | $705.9K | 0.13% | −1,341−30.9% | Reduced |
| Veriti Management LLC | 2,985 | $702.4K | 0.08% | −217−6.8% | Reduced |
| Financial Counselors Inc | 2,948 | $694.0K | 0.01% | −15−0.5% | Reduced |
| Aberdeen Wealth Management LLC | 2,900 | $682.4K | 0.49% | 00.0% | Unchanged |
| Vestcor Inc | 2,887 | $679.0K | 0.02% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,854 | $671.5K | 0.02% | −14−0.5% | Reduced |
| Veritable, L.P. | 2,847 | $669.9K | 0.01% | −60−2.1% | Reduced |
| Eagle Ridge Investment Management | 2,828 | $665.4K | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,805 | $660.0K | 0.04% | +116+4.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,762 | $650.0K | 0.02% | +630+29.5% | Added |
| Alberta Investment Management Corp | 2,700 | $635.3K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,671 | $628.5K | 0.48% | +2,671 | New |
| Highland Capital Management, LLC | 2,666 | $627.3K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,651 | $623.8K | 0.00% | +5+0.2% | Added |
| Perpetual Ltd | 2,639 | $621.0K | 0.01% | −336−11.3% | Reduced |
| Athena Investment Management | 2,633 | $619.5K | 0.43% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 2,632 | $619.3K | 0.00% | −283−9.7% | Reduced |
| Canada Pension Plan Investment Board | 2,602 | $612.3K | 0.00% | −2,200−45.8% | Reduced |
| Sherbrooke Park Advisers LLC | 2,600 | $611.8K | 0.32% | +2,600 | New |
| Pathstone Family Office, LLC | 2,120 | $609.0K | 0.01% | +322+17.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,535 | $596.3K | 0.06% | −300−10.6% | Reduced |
| Annandale Capital, LLC | 2,517 | $592.0K | 0.17% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,503 | $589.0K | 0.08% | −5,097−67.1% | Reduced |
| Doheny Asset Management | 2,500 | $588.0K | 0.50% | 00.0% | Unchanged |