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 |
|---|---|---|---|---|---|
| Sabal Trust CO | 1,112 | $261.7K | 0.02% | 00.0% | Unchanged |
| 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 |
| Meridian Wealth Management, LLC | 1,095 | $257.7K | 0.02% | +1+0.1% | Added |
| Hancock Whitney Corp | 1,081 | $255.0K | 0.01% | +1,081 | New |
| Austin Private Wealth, LLC | 1,070 | $251.8K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,069 | $251.5K | 0.00% | −141−11.7% | Reduced |
| GSB Wealth Management, LLC | 1,069 | $251.5K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,052 | $247.5K | 0.02% | +1,052 | New |
| Fortress Wealth Group, LLC | 1,249 | $247.4K | 0.16% | +241+23.9% | Added |
| Busey Wealth Management | 1,051 | $247.3K | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 1,048 | $246.6K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,040 | $245.0K | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $243.8K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,014 | $239.0K | 0.02% | +1,014 | New |
| Apollon Wealth Management, LLC | 1,013 | $238.3K | 0.01% | −291−22.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,014 | $237.4K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,006 | $236.7K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 1,005 | $236.5K | 0.01% | +5+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 1,003 | $236.0K | 0.01% | −1−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,002 | $235.7K | 0.05% | +1,002 | New |
| 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 |
| Independent Advisor Alliance | 991 | $233.1K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 987 | $232.2K | 0.06% | +987 | New |
| Salem Investment Counselors Inc | 986 | $232.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 964 | $226.8K | 0.02% | +964 | New |
| Capital Asset Advisory Services LLC | 941 | $222.6K | 0.02% | −173−15.5% | Reduced |
| Ci Investments Inc. | 943 | $222.0K | 0.00% | +24+2.6% | Added |
| Capstone Investment Advisors, LLC | 940 | $221.2K | 0.01% | −157−14.3% | Reduced |
| MPS Loria Financial Planners, LLC | 935 | $220.0K | 0.08% | +935 | New |
| Prospera Financial Services Inc | 926 | $219.3K | 0.01% | +926 | New |
| Sepio Capital, LP | 925 | $217.7K | 0.02% | +925 | New |
| Palogic Value Management, L.P. | 923 | $217.2K | 0.10% | +923 | New |
| MJP Associates Inc | 920 | $216.6K | 0.07% | +920 | New |
| Teza Capital Management LLC | 917 | $215.8K | 0.04% | +917 | New |
| J.W. Cole Advisors, Inc. | 904 | $212.6K | 0.02% | +904 | New |
| UniSuper Management Pty Ltd | 900 | $211.8K | 0.00% | +900 | New |
| Valeo Financial Advisors, LLC | 896 | $210.8K | 0.01% | +896 | New |
| Venture Visionary Partners LLC | 893 | $210.1K | 0.01% | +893 | New |
| Integrated Advisors Network LLC | 887 | $208.7K | 0.01% | +887 | New |
| Advus Financial Partners, LLC | 872 | $205.2K | 0.08% | +872 | New |
| Modera Wealth Management, LLC | 869 | $204.5K | 0.00% | +869 | New |
| Natixis Investment Managers International | 850 | $200.0K | 0.01% | −1,050−55.3% | Reduced |
| CWM, LLC | 835 | $196.0K | 0.00% | +125+17.6% | Added |
| Tobam | 813 | $191.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 809 | $190.0K | 0.07% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $188.2K | 0.05% | +800 | New |
| Whittier Trust Co | 668 | $157.2K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 560 | $131.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 502 | $118.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 435 | $102.4K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 428 | $100.8K | 0.00% | +48+12.6% | Added |
| Arlington Partners LLC | 410 | $96.5K | 0.01% | −40−8.9% | Reduced |
| 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 |
| Hanson & Doremus Investment Management | 373 | $88.0K | 0.02% | +373 | New |
| Lindbrook Capital, LLC | 339 | $79.8K | 0.01% | +61+21.9% | Added |
| Piscataqua Savings Bank | 337 | $79.3K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 318 | $74.8K | 0.04% | −65−17.0% | Reduced |
| Glassman Wealth Services | 316 | $74.4K | 0.01% | +6+1.9% | Added |
| DT Investment Partners, LLC | 355 | $71.8K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $70.6K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 294 | $69.0K | 0.00% | 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 |
| Compass Wealth Management LLC | 275 | $64.7K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 273 | $64.2K | 0.00% | −2−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 251 | $59.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $59.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 229 | $53.9K | 0.01% | +2+0.9% | Added |
| Key Financial Inc | 227 | $53.4K | 0.02% | +19+9.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 225 | $53.0K | 0.04% | −52−18.8% | Reduced |
| Horizon Bancorp Inc | 206 | $48.0K | 0.03% | −386−65.2% | Reduced |
| Cape Investment Advisory, Inc. | 200 | $47.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 194 | $45.6K | 0.01% | +24+14.1% | Added |
| ORG Partners LLC | 198 | $45.4K | 0.01% | +198 | New |
| Benjamin Edwards Inc | 192 | $45.0K | 0.01% | −116−37.7% | Reduced |
| Cedar Wealth Management, LLC | 180 | $42.4K | 0.02% | +14+8.4% | Added |
| IFP Advisors, Inc | 500 | $39.7K | 0.00% | −5−1.0% | Reduced |
| Farther Finance Advisors, LLC | 166 | $39.1K | 0.01% | +46+38.3% | Added |
| Spire Wealth Management | 163 | $38.3K | 0.00% | +21+14.8% | Added |
| Clear Street Markets LLC | 160 | $38.0K | 0.02% | −81−33.6% | Reduced |
| Pacifica Partners Inc. | 160 | $37.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 154 | $36.4K | 0.00% | −12−7.2% | Reduced |
| Trust Co of Vermont | 150 | $35.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $33.6K | 0.01% | +1+0.7% | Added |
| Venturi Wealth Management, LLC | 138 | $32.5K | 0.00% | +35+34.0% | Added |
| Atlas Capital Advisors LLC | 134 | $31.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 128 | $31.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 126 | $29.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 124 | $29.2K | 0.00% | +1+0.8% | Added |
| Park Place Capital Corp | 121 | $28.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 117 | $27.5K | 0.00% | +23+24.5% | Added |
| Creative Financial Designs Inc | 114 | $26.8K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 114 | $26.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 113 | $26.6K | 0.00% | 00.0% | Unchanged |