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
- −11 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
- 72
- 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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Auxier Asset Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Clarus Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |