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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 2,472 | $581.7K | 0.06% | +2,472 | New |
| Bleakley Financial Group, LLC | 2,472 | $581.6K | 0.02% | +125+5.3% | Added |
| Sawtooth Solutions, LLC | 2,470 | $581.1K | 0.02% | +120+5.1% | Added |
| Intercontinental Wealth Advisors, LLC | 2,465 | $580.0K | 0.14% | +85+3.6% | Added |
| NWF Advisory Services Inc. | 2,404 | $565.7K | 0.13% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,364 | $556.0K | 0.04% | −124−5.0% | Reduced |
| Wedmont Private Capital | 2,314 | $547.3K | 0.06% | +117+5.3% | Added |
| Allworth Financial LP | 2,289 | $538.6K | 0.00% | +9+0.4% | Added |
| Ancora Advisors, LLC | 2,223 | $523.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,224 | $523.0K | 0.23% | −100−4.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,214 | $521.0K | 0.31% | +159+7.7% | Added |
| Fifth Third Bancorp | 2,209 | $519.8K | 0.00% | +165+8.1% | Added |
| Roundview Capital LLC | 2,170 | $510.6K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,152 | $506.4K | 0.07% | +2+0.1% | Added |
| Meeder Advisory Services, Inc. | 2,130 | $501.2K | 0.05% | −159−6.9% | Reduced |
| Keybank National Association | 2,110 | $496.5K | 0.00% | +10.0% | Added |
| South Dakota Investment Council | 2,085 | $491.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,037 | $479.0K | 0.25% | +2,037 | New |
| Wedgewood Investors Inc | 2,025 | $476.5K | 0.61% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,018 | $474.8K | 0.13% | −5−0.2% | Reduced |
| BBR Partners, LLC | 2,000 | $470.6K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,950 | $459.0K | 0.00% | +742+61.4% | Added |
| First Manhattan Co | 1,910 | $449.4K | 0.00% | −18−0.9% | Reduced |
| K.J. Harrison & Partners Inc | 1,916 | $449.2K | 0.08% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,900 | $447.1K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,900 | $447.0K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,880 | $442.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $441.9K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,865 | $438.8K | 0.05% | +1,865 | New |
| Diversified Trust Co | 1,850 | $435.3K | 0.02% | +17+0.9% | Added |
| Machina Capital S.A.S. | 1,835 | $431.8K | 0.24% | +1,835 | New |
| Davenport & Co LLC | 1,824 | $429.3K | 0.00% | +184+11.2% | Added |
| Peapack Gladstone Financial Corp | 1,821 | $428.0K | 0.01% | −2−0.1% | 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 |
| Atria Wealth Solutions, Inc. | 1,784 | $419.8K | 0.01% | −6−0.3% | Reduced |
| Vontobel Holding Ltd. | 1,758 | $413.7K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 1,754 | $412.7K | 0.00% | −4,556−72.2% | Reduced |
| Symmetry Partners, LLC | 1,725 | $406.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,725 | $405.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,716 | $403.8K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,700 | $400.0K | 0.14% | +1,700 | New |
| CWM Advisors, LLC | 1,670 | $393.0K | 0.05% | −184−9.9% | Reduced |
| 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 |
| Ironwood Investment Counsel, LLC | 1,650 | $388.2K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,647 | $387.5K | 0.04% | −18−1.1% | Reduced |
| Lincoln National Corp | 1,613 | $379.6K | 0.01% | −32−1.9% | Reduced |
| Trust Co of Virginia | 1,600 | $376.5K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,597 | $375.8K | 0.07% | +113+7.6% | Added |
| EverSource Wealth Advisors, LLC | 1,594 | $375.1K | 0.04% | −5−0.3% | Reduced |
| We Are One Seven, LLC | 1,587 | $373.4K | 0.03% | −9−0.6% | Reduced |
| Strategic Blueprint, LLC | 1,585 | $372.9K | 0.04% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,553 | $365.4K | 0.15% | −30−1.9% | Reduced |
| Private Trust Co NA | 1,549 | $364.5K | 0.05% | −21−1.3% | Reduced |
| Desjardins Global Asset Management Inc. | 1,530 | $359.9K | 0.04% | +404+35.9% | Added |
| BSW Wealth Partners | 1,516 | $356.7K | 0.07% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,506 | $354.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,500 | $352.9K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 1,487 | $349.9K | 0.00% | +59+4.1% | Added |
| Oxford Financial Group Ltd | 1,480 | $348.2K | 0.03% | −234−13.7% | Reduced |
| SNS Financial Group, LLC | 1,476 | $347.3K | 0.05% | −1−0.1% | Reduced |
| Cigna Investments Inc | 1,472 | $346.0K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,466 | $345.1K | 0.03% | −474−24.4% | Reduced |
| Pitcairn Co | 1,462 | $344.0K | 0.03% | −39−2.6% | Reduced |
| Profund Advisors LLC | 1,456 | $342.6K | 0.02% | +122+9.1% | Added |
| National Asset Management, Inc. | 1,422 | $334.7K | 0.01% | +79+5.9% | Added |
| Wetherby Asset Management Inc | 1,421 | $334.4K | 0.02% | −22−1.5% | Reduced |
| Pettee Investors, Inc. | 1,413 | $332.5K | 0.15% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,412 | $332.2K | 0.03% | +5+0.4% | Added |
| Douglass Winthrop Advisors, LLC | 1,400 | $329.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Toroso Investments, LLC | 1,394 | $328.0K | 0.01% | −158−10.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,348 | $317.0K | 0.00% | −535−28.4% | Reduced |
| Vident Investment Advisory, LLC | 1,341 | $315.5K | 0.01% | +1,341 | New |
| NorthRock Partners, LLC | 1,322 | $311.1K | 0.03% | −28−2.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $309.0K | 0.02% | −50−3.7% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $305.9K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,295 | $304.7K | 0.02% | −66−4.8% | Reduced |
| American Trust | 1,274 | $299.8K | 0.02% | −10−0.8% | Reduced |
| Wealth Alliance | 1,273 | $299.6K | 0.04% | +9+0.7% | Added |
| Moody National Bank Trust Division | 1,271 | $299.1K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,263 | $297.0K | 0.00% | +92+7.9% | Added |
| Wendell David Associates Inc | 1,220 | $287.0K | 0.03% | +20+1.7% | Added |
| International Assets Investment Management, LLC | 1,213 | $285.4K | 0.04% | +213+21.3% | Added |
| Edge Capital Group, LLC | 1,207 | $284.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,199 | $282.0K | 0.01% | +60+5.3% | Added |
| Atomi Financial Group, Inc. | 1,195 | $281.3K | 0.13% | +3+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,188 | $279.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,185 | $278.8K | 0.01% | −100−7.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,171 | $275.5K | 0.03% | −379−24.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,164 | $273.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,160 | $273.0K | 0.00% | +125+12.1% | Added |
| Burt Wealth Advisors | 1,156 | $272.0K | 0.08% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,153 | $271.3K | 0.18% | +2+0.2% | Added |
| Lido Advisors, LLC | 1,144 | $269.2K | 0.00% | +1,144 | New |
| Cannon Financial Strategists, Inc. | 1,126 | $264.9K | 0.07% | −40−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,121 | $263.8K | 0.02% | +11+1.0% | Added |