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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.

Institutional holdersQ2 2023: 687 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ2 2023: $28.7B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2023.

Institutions holding EFX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Addison Advisors LLC111$26.1K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC112$26.0K0.00%+82+273.3%Added
Raffa Wealth Management, LLC107$25.2K0.01%00.0%Unchanged
Harbour Investments, Inc.107$25.2K0.00%+2+1.9%Added
Fred Alger Management, LLC104$24.5K0.00%+104New
Global Retirement Partners, LLC100$23.6K0.00%−4−3.8%Reduced
Optimum Investment Advisors100$23.5K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.99$23.0K0.02%00.0%Unchanged
Clean Yield Group91$21.4K0.01%+91New
Delta Asset Management LLC90$21.2K0.00%00.0%Unchanged
West Paces Advisors Inc.86$20.2K0.01%00.0%Unchanged
Fiduciary Alliance LLC83$19.5K0.00%+83New
Farmers & Merchants Investments Inc82$19.3K0.00%00.0%Unchanged
Valley National Advisers Inc75$18.0K0.00%+4+5.6%Added
Ruedi Wealth Management, Inc.69$16.2K0.01%00.0%Unchanged
TSFG, LLC70$16.0K0.01%00.0%Unchanged
First Capital Advisors Group, LLC.68$16.0K0.01%+68New
Oliver Lagore Vanvalin Investment Group66$15.5K0.01%00.0%Unchanged
Proequities, Inc.64$15.1K0.00%+1+1.6%Added
Covestor Ltd65$15.0K0.01%−1−1.5%Reduced
Bell Investment Advisors, Inc62$14.6K0.00%00.0%Unchanged
GoalVest Advisory LLC58$13.6K0.01%+58New
McIlrath & Eck, LLC53$12.5K0.00%−2−3.6%Reduced
Ridgewood Investments LLC53$12.5K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP51$12.0K0.00%−4−7.3%Reduced
Earnest Partners LLC51$12.0K0.00%00.0%Unchanged
Cambridge Trust Co50$11.8K0.00%00.0%Unchanged
Core Alternative Capital44$10.4K0.00%+4+10.0%Added
Moisand Fitzgerald Tamayo, LLC43$10.1K0.00%00.0%Unchanged
Financial Management Professionals, Inc.42$10.0K0.00%+20+90.9%Added
GW&K Investment Management, LLC43$10.0K0.00%+43New
Steward Financial Group LLC44$10.0K0.00%+44New
Larson Financial Group LLC42$9.88K0.00%+2+5.0%Added
Solstein Capital, LLC42$9.88K0.01%+42New
Brown Brothers Harriman & Co39$9.18K0.00%−1−2.5%Reduced
First Horizon Advisors, Inc.39$9.18K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.38$8.94K0.00%00.0%Unchanged
Grove Bank & Trust37$8.71K0.00%−17−31.5%Reduced
Rocky Mountain Advisers, LLC42$8.52K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC35$8.24K0.00%+35New
JFS Wealth Advisors, LLC33$7.73K0.00%+3+10.0%Added
Sutton Wealth Advisors Inc.32$7.53K0.00%−2−5.9%Reduced
AdvisorNet Financial, Inc32$7.53K0.00%00.0%Unchanged
M&R Capital Management Inc31$7.29K0.00%−15−32.6%Reduced
Independence Bank of Kentucky28$6.59K0.00%+28New
Zions Bancorporation, N.A.26$6.12K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.32$6.00K0.00%−78−70.9%Reduced
Tompkins Financial Corp25$5.88K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.25$5.72K0.00%+25New
Lazard Asset Management LLC23$5.00K0.00%−8−25.8%Reduced
Copeland Capital Management, LLC20$4.71K0.00%+20New
Abound Wealth Management17$4.00K0.00%+4+30.8%Added
Column Capital Advisors, LLC16$3.77K0.00%−1−5.9%Reduced
Harbor Investment Advisory, LLC16$3.77K0.00%00.0%Unchanged
Red Tortoise LLC16$3.77K0.00%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd1,940$3.58K0.11%+1,940New
BerganKDV Wealth Management, LLC15$3.53K0.00%00.0%Unchanged
Disciplined Investments, LLC13$3.06K0.00%00.0%Unchanged
American National Bank12$2.82K0.00%00.0%Unchanged
Gradient Investments LLC11$2.59K0.00%−3−21.4%Reduced
SJS Investment Consulting Inc.10$2.35K0.00%−5−33.3%Reduced
MCF Advisors LLC10$2.35K0.00%00.0%Unchanged
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
Bollard Group LLC10$2.00K0.00%+10New
Quent Capital, LLC8$1.88K0.00%00.0%Unchanged
State of Wyoming8$1.88K0.00%+2+33.3%Added
Prestige Wealth Management Group LLC7$1.65K0.00%00.0%Unchanged
TFC Financial Management6$1.42K0.00%−2−25.0%Reduced
North Star Investment Management Corp.6$1.41K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$1.41K0.00%00.0%Unchanged
Centerpoint Advisors, LLC5$1.00K0.00%00.0%Unchanged
Bokf, NA4$9410.00%−12−75.0%Reduced
Jackson, Grant Investment Advisers, Inc.4$9410.00%00.0%Unchanged
Leonteq Securities AG2$4710.00%−9−81.8%Reduced
USA Financial Portformulas Corp2$4710.00%00.0%Unchanged
Delos Wealth Advisors, LLC2$4710.00%00.0%Unchanged
True Wealth Design, LLC2$4710.00%00.0%Unchanged
Sunbelt Securities, Inc.2$4710.00%00.0%Unchanged
Motco2$4710.00%+2New
Highline Wealth Partners LLC2$4710.00%+2New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$4700.00%00.0%Unchanged
Strategic Investment Solutions, Inc.2$4210.00%00.0%Unchanged
Central Trust Co1$2360.00%00.0%Unchanged
Colonial Trust Advisors1$2350.00%00.0%Unchanged
Asset Dedication, LLC1$00.00%00.0%Unchanged
Avion Wealth3$00.00%+3New
Transamerica Financial Advisors, Inc.1––+1New
Holocene Advisors, LP0$00.00%−206,495−100.0%Sold out
Gillson Capital LP0$00.00%−144,682−100.0%Sold out
Junto Capital Management LP0$00.00%−130,954−100.0%Sold out
Walleye Capital LLC0$00.00%−33,345−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−21,214−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−16,091−100.0%Sold out
Ergoteles LLC0$00.00%−13,267−100.0%Sold out
Crestline Management, LP0$00.00%−9,479−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−9,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−8,730−100.0%Sold out
Walleye Trading LLC0$00.00%−8,493−100.0%Sold out
Virtu Financial LLC0$00.00%−7,054−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−6,377−100.0%Sold out