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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 194,388 | $35.6M | 0.05% | −6,975−3.5% | Reduced |
| C Partners Holding GmbH | 199,086 | $36.5M | 10.07% | +72,198+56.9% | Added |
| Raymond James & Associates | 199,371 | $36.5M | 0.03% | +3,562+1.8% | Added |
| Envestnet Asset Management Inc | 203,758 | $37.3M | 0.02% | +51,693+34.0% | Added |
| HSBC Holdings PLC | 220,810 | $40.4M | 0.04% | +18,862+9.3% | Added |
| California Public Employees Retirement System | 226,231 | $41.4M | 0.04% | +1,895+0.8% | Added |
| TimesSquare Capital Management, LLC | 243,375 | $44.6M | 0.69% | −13,235−5.2% | Reduced |
| Rhumbline Advisers | 243,593 | $44.6M | 0.05% | −1,396−0.6% | Reduced |
| Artemis Investment Management LLP | 245,572 | $45.0M | 0.63% | +9,685+4.1% | Added |
| Barclays PLC | 261,239 | $47.9M | 0.03% | −46,795−15.2% | Reduced |
| Federated Hermes, Inc. | 262,087 | $48.0M | 0.13% | −12,772−4.6% | Reduced |
| Frontier Capital Management Co LLC | 262,547 | $48.1M | 0.53% | −26,089−9.0% | Reduced |
| Greenhouse Funds LLLP | 264,342 | $48.4M | 3.83% | +203,694+335.9% | Added |
| 1832 Asset Management L.P. | 272,994 | $50.0M | 0.10% | +571+0.2% | Added |
| Rathbone Brothers plc | 292,950 | $53.7M | 0.39% | −176−0.1% | Reduced |
| GFI Investment Counsel Ltd. | 293,371 | $53.7M | 8.20% | +4,013+1.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 295,970 | $54.2M | 0.04% | −4,635−1.5% | Reduced |
| Nuveen Asset Management, LLC | 300,280 | $55.0M | 0.02% | +33,946+12.7% | Added |
| Baird Financial Group, Inc. | 302,352 | $55.4M | 0.15% | +9,444+3.2% | Added |
| TD Asset Management Inc | 306,857 | $56.2M | 0.07% | +10,008+3.4% | Added |
| Russell Investments Group, Ltd. | 311,903 | $57.1M | 0.11% | +108,117+53.1% | Added |
| New York State Common Retirement Fund | 321,785 | $58.9M | 0.08% | −100,760−23.8% | Reduced |
| Citadel Advisors LLC | 327,375 | $60.0M | 0.06% | +322,973+7,337.0% | Added |
| Burgundy Asset Management Ltd. | 329,058 | $60.3M | 0.74% | −10,175−3.0% | Reduced |
| Swiss National Bank | 394,900 | $72.3M | 0.06% | −50,100−11.3% | Reduced |
| Goldman Sachs Group Inc | 434,464 | $79.6M | 0.02% | +5,495+1.3% | Added |
| Aviva PLC | 450,974 | $82.6M | 0.35% | +12,125+2.8% | Added |
| Credit Suisse AG | 478,685 | $87.7M | 0.09% | −4,679−1.0% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 491,906 | $90.1M | 0.41% | −3,395−0.7% | Reduced |
| Wells Fargo & Company | 502,616 | $92.1M | 0.03% | +8,637+1.7% | Added |
| Ako Capital LLP | 509,736 | $93.4M | 1.52% | −272,276−34.8% | Reduced |
| Dimensional Fund Advisors LP | 512,282 | $93.8M | 0.03% | −29,000−5.4% | Reduced |
| Mackenzie Financial Corp | 527,460 | $94.2M | 0.16% | −15,948−2.9% | Reduced |
| Bank of America Corp | 520,858 | $95.4M | 0.01% | −6,975−1.3% | Reduced |
| Ceredex Value Advisors LLC | 552,683 | $101.2M | 1.79% | +403,208+269.7% | Added |
| Marshall Wace, LLP | 578,581 | $106.0M | 0.23% | −222,178−27.7% | Reduced |
| UBS Asset Management Americas Inc | 585,041 | $107.2M | 0.05% | +230,909+65.2% | Added |
| Charles Schwab Investment Management Inc | 632,362 | $115.8M | 0.03% | +8,329+1.3% | Added |
| EdgePoint Investment Group Inc. | 650,491 | $119.2M | 1.14% | −374,643−36.5% | Reduced |
| Pictet Asset Management Holding SA | 688,766 | $126.2M | 0.16% | +688,766 | New |
| Legal & General Group Plc | 722,558 | $132.4M | 0.05% | −30,716−4.1% | Reduced |
| Kensico Capital Management Corp | 740,000 | $135.6M | 5.75% | +384,600+108.2% | Added |
| Neuberger Berman Group LLC | 769,169 | $140.9M | 0.13% | +48,804+6.8% | Added |
| Intermede Investment Partners Ltd | 810,768 | $148.5M | 3.80% | +289,875+55.6% | Added |
| Price T Rowe Associates Inc | 829,393 | $151.9M | 0.02% | +77,094+10.2% | Added |
| Macquarie Group Ltd | 906,953 | $166.1M | 0.21% | −354,790−28.1% | Reduced |
| Bessemer Group Inc | 980,088 | $179.5M | 0.39% | +166,939+20.5% | Added |
| JPMorgan Chase & Co | 1,074,595 | $196.8M | 0.02% | −1,846,629−63.2% | Reduced |
| Bank of New York Mellon Corp | 1,093,266 | $200.3M | 0.04% | −1,957−0.2% | Reduced |
| Norges Bank | 1,094,641 | $200.5M | 0.04% | −32,925−2.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,105,799 | $202.6M | 0.39% | −172,384−13.5% | Reduced |
| Northern Trust Corp | 1,252,166 | $229.4M | 0.04% | +25,983+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,328,767 | $243.4M | 0.49% | +43,104+3.4% | Added |
| Van Eck Associates Corp | 1,366,809 | $250.4M | 0.55% | +246,390+22.0% | Added |
| Jensen Investment Management Inc | 1,749,202 | $320.4M | 2.53% | +178,224+11.3% | Added |
| Veritas Asset Management LLP | 1,788,875 | $327.7M | 2.47% | +657,999+58.2% | Added |
| Cantillon Capital Management LLC | 2,063,912 | $378.1M | 2.80% | −8,094−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,505,338 | $458.9M | 1.31% | +65,620+2.7% | Added |
| FMR LLC | 2,515,603 | $460.8M | 0.04% | −2,285,800−47.6% | Reduced |
| Invesco Ltd. | 2,591,853 | $474.8M | 0.13% | −251,852−8.9% | Reduced |
| Geode Capital Management, LLC | 2,631,903 | $481.1M | 0.06% | +51,177+2.0% | Added |
| Generation Investment Management LLP | 3,557,402 | $651.6M | 3.43% | −282,748−7.4% | Reduced |
| State Street Corp | 4,574,165 | $837.9M | 0.05% | −79,184−1.7% | Reduced |
| Morgan Stanley | 4,989,226 | $913.9M | 0.09% | −86,925−1.7% | Reduced |
| Massachusetts Financial Services Co | 6,210,384 | $1.14B | 0.40% | −1,284,075−17.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 7,152,122 | $1.31B | 0.93% | +456,619+6.8% | Added |
| BlackRock Inc. | 9,937,502 | $1.82B | 0.05% | +832,707+9.1% | Added |
| Capital International Investors | 13,662,586 | $2.50B | 0.64% | +3,071,254+29.0% | Added |
| Vanguard Group Inc | 13,691,006 | $2.51B | 0.06% | −8,728−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,058,697−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −309,848−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −279,740−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −228,841−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −100,896−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,448−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −20,086−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,245−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −14,742−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −11,533−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,584−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Apeiron RIA LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |