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 |
|---|---|---|---|---|---|
| Geo Capital Gestora de Recursos Ltd | 199 | $36.0K | 0.03% | −26−11.6% | Reduced |
| Smithfield Trust Co | 199 | $36.0K | 0.00% | +71+55.5% | Added |
| Cape Investment Advisory, Inc. | 200 | $36.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 200 | $36.6K | 0.01% | +34+20.5% | Added |
| Benjamin Edwards Inc | 212 | $39.0K | 0.01% | +20+10.4% | Added |
| Parkside Financial Bank & Trust | 213 | $39.0K | 0.01% | −16−7.0% | Reduced |
| Key Financial Inc | 227 | $41.6K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 240 | $44.0K | 0.01% | +240 | New |
| Whittier Trust Co of Nevada Inc | 241 | $44.1K | 0.00% | −10−4.0% | Reduced |
| City State Bank | 250 | $46.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 264 | $48.4K | 0.03% | +264 | New |
| Clearstead Advisors, LLC | 273 | $50.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 275 | $50.4K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 281 | $51.5K | 0.03% | +281 | New |
| Versant Capital Management, Inc | 290 | $53.1K | 0.02% | −1−0.3% | Reduced |
| Parallel Advisors, LLC | 300 | $55.0K | 0.00% | −128−29.9% | Reduced |
| Glassman Wealth Services | 311 | $57.0K | 0.01% | −5−1.6% | Reduced |
| Piscataqua Savings Bank | 337 | $61.7K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $65.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 368 | $67.4K | 0.03% | +368 | New |
| Hanson & Doremus Investment Management | 373 | $68.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 396 | $72.5K | 0.01% | +57+16.8% | Added |
| Alta Advisers Ltd | 400 | $73.3K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $73.3K | 0.02% | 00.0% | Unchanged |
| Tobam | 414 | $76.0K | 0.01% | −399−49.1% | Reduced |
| Eagle Bay Advisors LLC | 417 | $76.4K | 0.04% | +99+31.1% | Added |
| Pflug Koory, LLC | 430 | $78.8K | 0.05% | −5−1.1% | Reduced |
| Massmutual Trust Co FSB | 452 | $82.8K | 0.00% | +52+13.0% | Added |
| Peoples Bank | 475 | $87.0K | 0.07% | +475 | New |
| Umb Bank N A | 502 | $92.0K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 517 | $94.7K | 0.02% | +517 | New |
| IFP Advisors, Inc | 547 | $100.3K | 0.00% | +47+9.4% | Added |
| Westpac Banking Corp | 553 | $101.3K | 0.01% | −12,113−95.6% | Reduced |
| Osterweis Capital Management Inc | 560 | $102.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 703 | $128.8K | 0.00% | +35+5.2% | Added |
| Sentry Investment Management LLC | 711 | $130.0K | 0.06% | −98−12.1% | Reduced |
| Concord Wealth Partners | 729 | $133.5K | 0.03% | +729 | New |
| Paradigm Asset Management Co LLC | 800 | $146.5K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 850 | $155.7K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 877 | $160.6K | 0.02% | −653−42.7% | Reduced |
| UniSuper Management Pty Ltd | 900 | $164.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 904 | $166.0K | 0.00% | +69+8.3% | Added |
| Ci Investments Inc. | 971 | $178.0K | 0.00% | +28+3.0% | Added |
| Salem Investment Counselors Inc | 986 | $180.6K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $201.5K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 1,100 | $201.5K | 0.01% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,102 | $201.9K | 0.05% | −24−2.1% | Reduced |
| Wealth Alliance | 1,107 | $202.8K | 0.03% | −166−13.0% | Reduced |
| Sabal Trust CO | 1,112 | $203.7K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 1,121 | $205.3K | 0.03% | +1,121 | New |
| Clarius Group, LLC | 1,126 | $206.3K | 0.02% | −286−20.3% | Reduced |
| American Trust | 1,142 | $209.2K | 0.02% | −132−10.4% | Reduced |
| Credit Agricole S A | 1,154 | $211.4K | 0.01% | +854+284.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,155 | $211.6K | 0.14% | +2+0.2% | Added |
| Burt Wealth Advisors | 1,156 | $211.8K | 0.07% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,164 | $213.2K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,180 | $216.2K | 0.01% | −27−2.2% | Reduced |
| Wendell David Associates Inc | 1,200 | $220.0K | 0.03% | −20−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,208 | $221.3K | 0.00% | +20+1.7% | Added |
| MQS Management LLC | 1,244 | $227.9K | 0.14% | +1,244 | New |
| Northwestern Mutual Wealth Management Co | 1,251 | $229.1K | 0.00% | +91+7.8% | Added |
| V-Square Quantitative Management LLC | 1,254 | $229.7K | 0.10% | +963+330.9% | Added |
| Fortress Wealth Group, LLC | 1,309 | $233.8K | 0.16% | +60+4.8% | Added |
| NorthRock Partners, LLC | 1,286 | $235.6K | 0.02% | −36−2.7% | Reduced |
| CAPROCK Group, Inc. | 1,295 | $237.4K | 0.02% | −171−11.7% | Reduced |
| Moody National Bank Trust Division | 1,296 | $237.4K | 0.02% | +25+2.0% | Added |
| Cigna Investments Inc | 1,298 | $238.0K | 0.05% | −174−11.8% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $238.1K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,302 | $238.5K | 0.03% | +1,302 | New |
| Lido Advisors, LLC | 1,311 | $240.1K | 0.00% | +167+14.6% | Added |
| Penserra Capital Management LLC | 1,326 | $241.0K | 0.00% | −78−5.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $241.0K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 1,319 | $241.7K | 0.00% | −294−18.2% | Reduced |
| Teza Capital Management LLC | 1,324 | $242.5K | 0.04% | +407+44.4% | Added |
| Symmetry Partners, LLC | 1,336 | $245.0K | 0.01% | −389−22.6% | Reduced |
| Wetherby Asset Management Inc | 1,340 | $245.5K | 0.01% | −81−5.7% | Reduced |
| NEOS Investment Management LLC | 1,346 | $246.6K | 0.03% | +1,346 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,349 | $247.1K | 0.01% | +150+12.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,370 | $251.0K | 0.03% | +199+17.0% | Added |
| Bryn Mawr Trust Co | 1,397 | $255.9K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,400 | $256.5K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,411 | $258.5K | 0.01% | −45−3.1% | Reduced |
| Pettee Investors, Inc. | 1,413 | $258.8K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,416 | $259.4K | 0.01% | −90−6.0% | Reduced |
| Toroso Investments, LLC | 1,423 | $260.7K | 0.01% | +29+2.1% | Added |
| Axxcess Wealth Management, LLC | 1,428 | $261.6K | 0.01% | +133+10.3% | Added |
| We Are One Seven, LLC | 1,430 | $261.9K | 0.02% | −157−9.9% | Reduced |
| Telemus Capital, LLC | 1,441 | $264.0K | 0.02% | −3,752−72.3% | Reduced |
| Greenleaf Trust | 1,446 | $264.9K | 0.00% | −41−2.8% | Reduced |
| National Asset Management, Inc. | 1,448 | $265.2K | 0.01% | +26+1.8% | Added |
| Oxford Financial Group Ltd | 1,462 | $267.8K | 0.02% | −18−1.2% | Reduced |
| SNS Financial Group, LLC | 1,473 | $269.8K | 0.04% | −3−0.2% | Reduced |
| Washington Trust Co | 1,500 | $274.8K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $274.8K | 0.19% | +1,500 | New |
| Pitcairn Co | 1,506 | $275.9K | 0.02% | +44+3.0% | Added |
| EverSource Wealth Advisors, LLC | 1,521 | $278.5K | 0.03% | −73−4.6% | Reduced |
| Meeder Advisory Services, Inc. | 1,523 | $279.0K | 0.04% | −607−28.5% | Reduced |
| Private Trust Co NA | 1,535 | $281.2K | 0.04% | −14−0.9% | Reduced |
| Vident Advisory, LLC | 1,537 | $281.5K | 0.01% | +1,537 | New |
| Ironwood Investment Counsel, LLC | 1,650 | $282.0K | 0.07% | 00.0% | Unchanged |