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 |
|---|---|---|---|---|---|
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $659.0K | 0.29% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $659.4K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,630 | $664.9K | 0.03% | −45−1.2% | Reduced |
| Guggenheim Capital LLC | 3,675 | $673.2K | 0.01% | −147−3.8% | Reduced |
| Northern Oak Wealth Management Inc | 3,731 | $683.4K | 0.08% | +1,866+100.1% | Added |
| Linscomb & Williams, Inc. | 3,738 | $684.8K | 0.04% | +561+17.7% | Added |
| Community Bank, N.A. | 3,750 | $686.9K | 0.10% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,770 | $690.6K | 0.01% | +529+16.3% | Added |
| Fiduciary Group LLC | 3,793 | $694.8K | 0.09% | −80−2.1% | Reduced |
| Sonen Capital LLC | 3,814 | $698.6K | 1.37% | −285−7.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,865 | $708.0K | 0.01% | −2−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,873 | $709.5K | 0.02% | +4+0.1% | Added |
| Axq Capital, LP | 3,900 | $714.4K | 0.25% | +3,900 | New |
| Quantinno Capital Management LP | 3,928 | $720.0K | 0.03% | +413+11.7% | Added |
| Advisors Capital Management, LLC | 3,960 | $725.0K | 0.02% | −57−1.4% | Reduced |
| Nwam LLC | 4,008 | $734.2K | 0.07% | −5−0.1% | Reduced |
| Assetmark, Inc | 4,048 | $741.5K | 0.00% | +360+9.8% | Added |
| Mercer Global Advisors Inc | 4,098 | $751.0K | 0.00% | −105−2.5% | Reduced |
| Accretive Wealth Partners, LLC | 4,131 | $756.7K | 0.45% | +54+1.3% | Added |
| Prudential PLC | 4,134 | $757.3K | 0.01% | −709−14.6% | Reduced |
| Chicago Partners Investment Group LLC | 4,287 | $767.5K | 0.04% | +69+1.6% | Added |
| Panagora Asset Management Inc | 4,202 | $769.7K | 0.00% | +10.0% | Added |
| Empirical Finance, LLC | 4,210 | $771.2K | 0.06% | +399+10.5% | Added |
| CX Institutional | 4,215 | $772.1K | 0.04% | −343−7.5% | Reduced |
| iA Global Asset Management Inc. | 4,222 | $773.0K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,273 | $782.8K | 0.08% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,289 | $785.7K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,329 | $793.0K | 0.05% | +206+5.0% | Added |
| Brighton Jones LLC | 4,387 | $803.7K | 0.04% | +25+0.6% | Added |
| Maven Securities LTD | 4,400 | $806.0K | 0.09% | +4,400 | New |
| AE Wealth Management LLC | 4,405 | $806.9K | 0.00% | +389+9.7% | Added |
| Advisor Partners II, LLC | 4,450 | $815.2K | 0.03% | −1,617−26.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,463 | $817.5K | 0.00% | −4,530−50.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,530 | $829.8K | 0.06% | +127+2.9% | Added |
| Advisor OS, LLC | 4,548 | $833.1K | 0.12% | +188+4.3% | Added |
| Kestra Advisory Services, LLC | 4,646 | $851.1K | 0.01% | +446+10.6% | Added |
| Verition Fund Management LLC | 4,702 | $861.3K | 0.01% | −72,837−93.9% | Reduced |
| Pathstone Family Office, LLC | 4,710 | $862.7K | 0.01% | +2,590+122.2% | Added |
| Exchange Capital Management, Inc. | 4,763 | $872.5K | 0.16% | −45−0.9% | Reduced |
| Bayesian Capital Management, LP | 4,823 | $883.5K | 0.10% | −3,022−38.5% | Reduced |
| Fort Washington Investment Advisors Inc | 4,857 | $889.7K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,888 | $895.4K | 0.02% | −6,393−56.7% | Reduced |
| Regions Financial Corp | 5,008 | $917.4K | 0.01% | −5−0.1% | Reduced |
| Metropolitan Life Insurance Co | 5,077 | $930.0K | 0.05% | −268−5.0% | Reduced |
| TownSquare Capital, LLC | 5,120 | $938.0K | 0.02% | +1,385+37.1% | Added |
| First Financial Bank - Trust Division | 5,230 | $958.0K | 0.11% | −847−13.9% | Reduced |
| Echo Street Capital Management LLC | 5,243 | $960.4K | 0.01% | +5,243 | New |
| Univest Financial Corp | 5,250 | $961.7K | 0.32% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,250 | $961.7K | 0.01% | +5,250 | New |
| Wealthfront Advisers LLC | 5,253 | $962.2K | 0.00% | −3,089−37.0% | Reduced |
| Metis Global Partners, LLC | 5,466 | $1.00M | 0.05% | +716+15.1% | Added |
| PDT Partners, LLC | 5,493 | $1.01M | 0.13% | +2,990+119.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,657 | $1.04M | 0.00% | +937+19.9% | Added |
| E. Ohman J:or Asset Management AB | 5,700 | $1.04M | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,783 | $1.06M | 0.01% | +245+4.4% | Added |
| South Dakota Investment Council | 5,785 | $1.06M | 0.02% | +3,700+177.5% | Added |
| CIBC Private Wealth Group, LLC | 5,800 | $1.06M | 0.00% | +123+2.2% | Added |
| Crossmark Global Holdings, Inc. | 5,809 | $1.09M | 0.02% | −195−3.2% | Reduced |
| Fiduciary Trust Co | 5,946 | $1.09M | 0.02% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 5,966 | $1.09M | 0.53% | 00.0% | Unchanged |
| AXS Investments LLC | 6,028 | $1.10M | 0.29% | −1,183−16.4% | Reduced |
| Synovus Financial Corp | 6,033 | $1.11M | 0.01% | +7+0.1% | Added |
| Ieq Capital, LLC | 6,154 | $1.13M | 0.02% | +541+9.6% | Added |
| Sound View Wealth Advisors Group, LLC | 6,187 | $1.13M | 0.14% | +1,551+33.5% | Added |
| Wellington Shields Capital Management, LLC | 6,188 | $1.13M | 0.15% | −1,137−15.5% | Reduced |
| Builder Investment Group Inc | 6,208 | $1.14M | 0.45% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6,355 | $1.16M | 0.01% | +1,076+20.4% | Added |
| New Mexico Educational Retirement Board | 6,405 | $1.17M | 0.05% | +500+8.5% | Added |
| STRS Ohio | 6,695 | $1.23M | 0.01% | +1,876+38.9% | Added |
| Pegasus Partners Ltd. | 6,764 | $1.24M | 0.17% | +1,111+19.7% | Added |
| CIBC World Markets Corp | 6,773 | $1.24M | 0.01% | −7,597−52.9% | Reduced |
| Thrivent Financial for Lutherans | 6,810 | $1.25M | 0.00% | −1,082−13.7% | Reduced |
| American Century Companies Inc | 6,994 | $1.28M | 0.00% | +1,108+18.8% | Added |
| Schroder Investment Management Group | 7,096 | $1.30M | 0.00% | +221+3.2% | Added |
| Cresset Asset Management, LLC | 7,164 | $1.31M | 0.01% | −75−1.0% | Reduced |
| Rockland Trust Co | 7,200 | $1.32M | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 7,365 | $1.35M | 0.34% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,427 | $1.36M | 0.11% | +2,170+41.3% | Added |
| Candriam Luxembourg S.C.A. | 7,464 | $1.37M | 0.01% | −618−7.6% | Reduced |
| Ethic Inc. | 7,525 | $1.38M | 0.05% | −883−10.5% | Reduced |
| Louisiana State Employees Retirement System | 7,600 | $1.39M | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,639 | $1.40M | 0.02% | +1,688+28.4% | Added |
| Swiss Life Asset Management Ltd | 7,774 | $1.42M | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 7,917 | $1.45M | 0.07% | +1,739+28.1% | Added |
| JustInvest LLC | 7,981 | $1.46M | 0.04% | −720−8.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,052 | $1.48M | 0.00% | −512−6.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,200 | $1.50M | 0.20% | 00.0% | Unchanged |
| Hartford Investment Management Co | 8,365 | $1.53M | 0.06% | −248−2.9% | Reduced |
| Droms Strauss Advisors Inc | 8,554 | $1.57M | 0.67% | −82−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 8,756 | $1.60M | 0.15% | −141−1.6% | Reduced |
| Northwest Investment Counselors, LLC | 8,759 | $1.60M | 0.45% | +533+6.5% | Added |
| Securian Asset Management, Inc | 8,762 | $1.61M | 0.05% | −1,464−14.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,966 | $1.64M | 0.01% | +8,966 | New |
| Reynders McVeigh Capital Management, LLC | 9,012 | $1.65M | 0.11% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 9,190 | $1.68M | 0.20% | +9,190 | New |
| Bank of Nova Scotia | 9,243 | $1.69M | 0.00% | −311−3.3% | Reduced |
| Maryland State Retirement & Pension System | 9,304 | $1.70M | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 9,317 | $1.71M | 0.01% | −1,575−14.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,368 | $1.72M | 0.09% | −205−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 9,464 | $1.73M | 0.02% | −41−0.4% | Reduced |