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, Q3 2023
Institutional positions in Equifax Inc as of Sep 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
- 670
- −12 vs. Q2 2023
- Shares held
- 118.8M
- −2.56M (−2.1%) vs. Q2 2023
- Total value
- $21.7B
- −$6.79B (−23.8%) vs. Q2 2023
- New holders
- 61
- 213 more added
- Sold out
- 73
- 250 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $183 | 0.00% | −1−50.0% | Reduced |
| Colonial Trust Advisors | 1 | $183 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $184 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $366 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $367 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $414 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $733 | 0.00% | −7−63.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4 | $733 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.47K | 0.00% | +2+33.3% | Added |
| MCF Advisors LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 11 | $2.02K | 0.00% | +1+10.0% | Added |
| Leonteq Securities AG | 11 | $2.02K | 0.00% | +9+450.0% | Added |
| American National Bank | 12 | $2.20K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 13 | $2.38K | 0.00% | +5+62.5% | Added |
| Sunbelt Securities, Inc. | 13 | $2.38K | 0.00% | +11+550.0% | Added |
| AdvisorNet Financial, Inc | 15 | $2.75K | 0.00% | −17−53.1% | Reduced |
| Column Capital Advisors, LLC | 15 | $2.75K | 0.00% | −1−6.3% | Reduced |
| Abound Wealth Management | 15 | $2.75K | 0.00% | −2−11.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,940 | $2.78K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $2.93K | 0.00% | −16−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $2.93K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $2.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $3.00K | 0.00% | −60−80.0% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $3.48K | 0.00% | +12+171.4% | Added |
| Bokf, NA | 22 | $3.73K | 0.00% | +18+450.0% | Added |
| Lazard Asset Management LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23 | $4.21K | 0.00% | −3−11.5% | Reduced |
| Steward Financial Group LLC | 32 | $5.00K | 0.00% | −12−27.3% | Reduced |
| Independence Bank of Kentucky | 28 | $5.13K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 31 | $5.68K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $6.04K | 0.00% | −18−35.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 34 | $6.23K | 0.00% | −1−2.9% | Reduced |
| Brown Brothers Harriman & Co | 36 | $6.59K | 0.00% | −3−7.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $6.96K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 38 | $6.96K | 0.01% | +38 | New |
| Financial Management Professionals, Inc. | 36 | $7.00K | 0.00% | −6−14.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 38 | $7.00K | 0.00% | +38 | New |
| First Horizon Advisors, Inc. | 39 | $7.14K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $7.33K | 0.00% | +40 | New |
| Solstein Capital, LLC | 42 | $7.69K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $7.69K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $7.69K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $7.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $8.00K | 0.00% | −2−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 36 | $8.00K | 0.00% | +4+12.5% | Added |
| Core Alternative Capital | 44 | $8.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $8.58K | 0.00% | +14+42.4% | Added |
| Cambridge Trust Co | 50 | $9.16K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $9.34K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $9.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $10.3K | 0.00% | −6−9.7% | Reduced |
| Harbour Investments, Inc. | 58 | $10.6K | 0.00% | −49−45.8% | Reduced |
| GoalVest Advisory LLC | 60 | $11.0K | 0.01% | +2+3.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 62 | $11.4K | 0.01% | +62 | New |
| Proequities, Inc. | 65 | $11.9K | 0.00% | +1+1.6% | Added |
| Covestor Ltd | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 66 | $12.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 73 | $13.4K | 0.00% | −48−39.7% | Reduced |
| Farmers & Merchants Investments Inc | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $15.2K | 0.00% | +83 | New |
| West Paces Advisors Inc. | 86 | $15.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92 | $16.5K | 0.00% | −8−8.0% | Reduced |
| Delta Asset Management LLC | 90 | $16.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 92 | $16.9K | 0.01% | +92 | New |
| SRS Capital Advisors, Inc. | 94 | $17.2K | 0.00% | −23−19.7% | Reduced |
| McClarren Financial Advisors, Inc. | 99 | $18.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $19.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 111 | $20.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 114 | $20.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 112 | $21.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 123 | $22.5K | 0.00% | −1−0.8% | Reduced |
| Atlas Capital Advisors LLC | 125 | $22.9K | 0.00% | −9−6.7% | Reduced |
| Caldwell Trust Co | 126 | $23.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 135 | $24.1K | 0.00% | +110+440.0% | Added |
| Natixis | 135 | $24.7K | 0.00% | +135 | New |
| Venturi Wealth Management, LLC | 136 | $24.9K | 0.00% | −2−1.4% | Reduced |
| KB Financial Partners, LLC | 139 | $25.0K | 0.01% | +139 | New |
| Horizon Bancorp Inc | 144 | $26.0K | 0.02% | −62−30.1% | Reduced |
| Strategic Investment Solutions, Inc. | 126 | $26.0K | 0.00% | +124+6,200.0% | Added |
| Glen Eagle Advisors, LLC | 143 | $26.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $27.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $27.5K | 0.01% | +150 | New |
| Pacifica Partners Inc. | 160 | $28.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 165 | $30.2K | 0.00% | +11+7.1% | Added |
| Carmel Capital Partners, LLC | 169 | $31.0K | 0.01% | +55+48.2% | Added |
| Cedar Wealth Management, LLC | 180 | $33.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 193 | $35.4K | 0.00% | +80+70.8% | Added |
| Spire Wealth Management | 196 | $36.0K | 0.00% | +33+20.2% | Added |