Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 670 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 heldQ3 2023: $21.7B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2023.

Institutions holding EFX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TrueWealth Advisors, LLC1,550$283.9K0.12%−3−0.2%Reduced
Strategic Blueprint, LLC1,585$290.3K0.03%00.0%Unchanged
Trust Co of Virginia1,600$293.1K0.03%00.0%Unchanged
Banque Cantonale Vaudoise1,637$300.0K0.01%−263−13.8%Reduced
Williams Jones Wealth Management, LLC.1,653$302.8K0.00%00.0%Unchanged
Horizon Investments, LLC1,676$307.0K0.01%+23+1.4%Added
HM Payson & Co1,716$314.3K0.01%00.0%Unchanged
GTS Securities LLC1,722$315.4K0.01%+1,722New
Atomi Financial Group, Inc.1,726$316.2K0.11%+531+44.4%Added
Wilbanks Smith & Thomas Asset Management LLC1,738$318.4K0.01%+13+0.8%Added
Fund Management at Engine No. 1 LLC1,755$321.5K0.05%+158+9.9%Added
Vontobel Holding Ltd.1,758$322.0K0.00%00.0%Unchanged
Rappaport Reiches Capital Management, LLC1,781$326.2K0.14%−19−1.1%Reduced
Assenagon Asset Management S.A.1,783$326.6K0.00%−6,214−77.7%Reduced
First Republic Investment Management, Inc.1,792$328.2K0.00%+38+2.2%Added
Atria Wealth Solutions, Inc.1,792$328.3K0.00%+8+0.4%Added
Quadrant Capital Group LLC1,798$329.4K0.03%+151+9.2%Added
Shapiro Capital Management LLC1,800$329.7K0.01%00.0%Unchanged
Apollon Wealth Management, LLC1,803$330.2K0.02%+790+78.0%Added
Peapack Gladstone Financial Corp1,821$334.0K0.01%00.0%Unchanged
Diversified Trust Co1,843$337.6K0.01%−7−0.4%Reduced
Washington Trust Advisors, Inc.1,878$344.0K0.04%00.0%Unchanged
Bragg Financial Advisors, Inc1,880$344.4K0.02%00.0%Unchanged
Manchester Capital Management LLC1,902$348.4K0.05%−250−11.6%Reduced
First Manhattan Co1,910$349.9K0.00%00.0%Unchanged
Centiva Capital, LP1,915$350.8K0.02%+1,915New
Davenport & Co LLC1,974$361.7K0.00%+150+8.2%Added
Ancora Advisors, LLC1,977$362.1K0.01%−246−11.1%Reduced
CWM Advisors, LLC1,994$365.3K0.05%+324+19.4%Added
BBR Partners, LLC2,000$366.4K0.04%00.0%Unchanged
Trellis Wealth Advisors LLC2,000$366.4K0.23%+2,000New
FDx Advisors, Inc.2,007$368.0K0.03%−1,488−42.6%Reduced
Nicolet Bankshares Inc2,018$369.7K0.11%00.0%Unchanged
Wedgewood Investors Inc2,025$370.9K0.50%00.0%Unchanged
Wedmont Private Capital2,052$380.6K0.04%−262−11.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,085$382.0K0.00%+737+54.7%Added
Financial Advisory Corp2,097$384.0K0.18%−127−5.7%Reduced
Keybank National Association2,102$385.0K0.00%−8−0.4%Reduced
ING Groep NV2,106$385.8K0.00%+2,106New
Credit Capital Investments LLC2,124$389.1K0.52%+2,124New
Roundview Capital LLC2,145$392.9K0.04%−25−1.2%Reduced
Bleakley Financial Group, LLC2,175$398.4K0.01%−297−12.0%Reduced
Sawtooth Solutions, LLC2,175$398.4K0.01%−295−11.9%Reduced
International Assets Investment Management, LLC201,182$400.0K0.05%+199,969+16,485.5%Added
Meridian Wealth Management, LLC2,196$402.1K0.02%+1,101+100.5%Added
Janney Capital Management LLC2,214$406.0K0.03%−150−6.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S2,224$407.0K0.01%−538−19.5%Reduced
Advanced Portfolio Management, LLC2,282$418.0K0.36%+2,282New
Bamco Inc2,300$421.3K0.00%−1,500−39.5%Reduced
Allworth Financial LP2,308$422.8K0.00%+19+0.8%Added
Quantitative Investment Management, LLC2,310$423.0K0.07%+2,310New
Vetamer Capital Management, L.P.2,322$425.3K0.78%−1,820−43.9%Reduced
Virtu Financial LLC2,342$429.0K0.04%+2,342New
Neo Ivy Capital Management2,372$435.0K0.19%+335+16.4%Added
NWF Advisory Services Inc.2,404$440.4K0.10%00.0%Unchanged
Machina Capital S.A.S.2,409$441.3K0.25%+574+31.3%Added
Sherbrooke Park Advisers LLC2,425$444.2K0.14%−175−6.7%Reduced
Cyndeo Wealth Partners, LLC2,472$452.8K0.05%00.0%Unchanged
Doheny Asset Management2,500$458.0K0.44%00.0%Unchanged
Vestcor Inc2,510$460.0K0.02%−377−13.1%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,535$464.4K0.05%00.0%Unchanged
Annandale Capital, LLC2,547$467.0K0.14%+30+1.2%Added
Cerity Partners LLC2,594$475.2K0.00%−3,145−54.8%Reduced
Sciencast Management LP2,600$476.3K0.22%+2,600New
Athena Investment Management2,633$482.3K0.35%00.0%Unchanged
Silvercrest Asset Management Group LLC2,651$485.6K0.00%00.0%Unchanged
Highland Capital Management, LLC2,666$488.4K0.03%00.0%Unchanged
Mitchell & Pahl Private Wealth, LLC2,695$493.7K0.29%+481+21.7%Added
Alberta Investment Management Corp2,700$494.6K0.01%00.0%Unchanged
Graham Capital Management, L.P.2,807$514.2K0.02%+2,807New
Fifth Third Bancorp2,820$516.6K0.00%+611+27.7%Added
Eagle Ridge Investment Management2,828$518.0K0.06%00.0%Unchanged
Financial Counselors Inc2,848$521.7K0.01%−100−3.4%Reduced
Simplex Trading, LLC2,855$522.0K0.02%+2,855New
Bowen Hanes & Co Inc2,854$522.8K0.02%00.0%Unchanged
Kovitz Investment Group Partners, LLC2,859$523.7K0.01%−2,888−50.3%Reduced
Gsa Capital Partners LLP2,867$525.0K0.04%+1,853+182.7%Added
Impax Asset Management Group plc2,889$529.2K0.00%+257+9.8%Added
Raymond James Financial Services Advisors, Inc.2,895$530.3K0.00%−390−11.9%Reduced
Aberdeen Wealth Management LLC2,900$531.2K0.40%00.0%Unchanged
XTX Topco Ltd2,917$534.3K0.09%−83−2.8%Reduced
Veriti Management LLC2,963$542.8K0.06%−22−0.7%Reduced
Ossiam3,023$553.8K0.01%+3,023New
New England Capital Financial Advisors LLC3,034$555.8K0.38%00.0%Unchanged
Capital Investment Advisors, LLC3,083$564.8K0.02%−214−6.5%Reduced
Huntington National Bank3,095$566.9K0.01%−11−0.4%Reduced
Bessemer Securities LLC3,104$569.0K0.79%−5,273−62.9%Reduced
LVW Advisors, LLC3,123$572.1K0.12%−290−8.5%Reduced
Spinnaker Trust3,125$572.4K0.04%00.0%Unchanged
Gratus Capital LLC3,175$581.6K0.04%−60−1.9%Reduced
Connectus Wealth, LLC3,191$584.7K0.01%+3+0.1%Added
Park Avenue Securities LLC3,196$585.0K0.01%+3,196New
United Capital Financial Advisers, LLC3,223$590.3K0.00%−635−16.5%Reduced
Ostrum Asset Management3,239$593.3K0.05%−23−0.7%Reduced
Tokio Marine Asset Management Co Ltd3,312$606.7K0.04%+507+18.1%Added
Beacon Pointe Advisors, LLC3,385$620.2K0.01%+182+5.7%Added
Triangle Securities Wealth Management3,393$621.5K0.22%+212+6.7%Added
Sit Investment Associates Inc3,500$641.0K0.02%−5,975−63.1%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.3,510$643.0K0.01%+55+1.6%Added
Jump Financial, LLC3,549$650.1K0.02%+3,549New