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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 18,901 | $3.46M | 0.01% | −11,013−36.8% | Reduced |
| State of Tennessee, Treasury Department | 18,889 | $3.46M | 0.01% | −8,515−31.1% | Reduced |
| Biltmore Family Office, LLC | 18,553 | $3.40M | 0.77% | +125+0.7% | Added |
| Twin Tree Management, LP | 18,454 | $3.38M | 0.11% | +13,618+281.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,277 | $3.35M | 0.01% | +1,098+6.4% | Added |
| ProShare Advisors LLC | 17,708 | $3.24M | 0.01% | −882−4.7% | Reduced |
| Commerce Bank | 17,628 | $3.23M | 0.03% | −56−0.3% | Reduced |
| Yousif Capital Management, LLC | 17,377 | $3.18M | 0.04% | −437−2.5% | Reduced |
| Lighthouse Investment Partners, LLC | 17,359 | $3.18M | 0.19% | +17,359 | New |
| Sentry LLC | 17,315 | $3.17M | 0.67% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 17,220 | $3.15M | 0.04% | −469−2.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 17,189 | $3.15M | 1.14% | +536+3.2% | Added |
| Adage Capital Partners GP, L.L.C. | 17,000 | $3.11M | 0.01% | −40,200−70.3% | Reduced |
| Shell Asset Management Co | 16,760 | $3.07M | 0.13% | −288−1.7% | Reduced |
| Agf Management Ltd | 16,721 | $3.06M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,523 | $3.03M | 0.00% | −396−2.3% | Reduced |
| Thompson Investment Management, Inc. | 16,463 | $3.02M | 0.54% | −238−1.4% | Reduced |
| HB Wealth Management, LLC | 16,147 | $2.96M | 0.05% | −23−0.1% | Reduced |
| Legacy Advisors, LLC | 15,611 | $2.86M | 0.46% | +1,609+11.5% | Added |
| Brown Capital Management LLC | 15,581 | $2.85M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 15,382 | $2.82M | 0.09% | +1,262+8.9% | Added |
| Vestmark Advisory Solutions, Inc. | 15,332 | $2.81M | 0.20% | −14,551−48.7% | Reduced |
| Crawford Investment Counsel Inc | 15,132 | $2.77M | 0.06% | −50−0.3% | Reduced |
| Arlington Partners LLC | 14,970 | $2.74M | 1.13% | +14,560+3,551.2% | Added |
| Arlington Trust Co LLC | 14,970 | $2.74M | 1.13% | +14,970 | New |
| State of Alaska, Department of Revenue | 14,586 | $2.67M | 0.03% | −615−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 14,481 | $2.65M | 0.01% | −200−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 14,231 | $2.61M | 0.01% | −1,108−7.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,198 | $2.60M | 0.25% | +14,198 | New |
| MML Investors Services, LLC | 14,144 | $2.59M | 0.01% | +1,545+12.3% | Added |
| Nissay Asset Management Corp | 13,928 | $2.55M | 0.02% | +428+3.2% | Added |
| NJ State Employees Deferred Compensation Plan | 13,700 | $2.51M | 0.38% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 13,538 | $2.48M | 0.03% | +2,295+20.4% | Added |
| Orion Portfolio Solutions, LLC | 13,538 | $2.48M | 0.03% | +2,295+20.4% | Added |
| Bradley Foster & Sargent Inc | 10,308 | $2.43M | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 13,211 | $2.42M | 0.37% | +969+7.9% | Added |
| Public Sector Pension Investment Board | 13,150 | $2.41M | 0.02% | +1,432+12.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,141 | $2.41M | 0.01% | +12,072+1,129.3% | Added |
| Mariner, LLC | 13,023 | $2.39M | 0.01% | +248+1.9% | Added |
| US Bancorp | 12,686 | $2.32M | 0.00% | −1,104−8.0% | Reduced |
| Hillman Capital Management, Inc. | 12,038 | $2.21M | 0.85% | −1,252−9.4% | Reduced |
| Harbor Advisors LLC | 12,000 | $2.20M | 0.47% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11,960 | $2.19M | 0.09% | −861−6.7% | Reduced |
| Rafferty Asset Management, LLC | 11,742 | $2.15M | 0.01% | +2,799+31.3% | Added |
| Gulf International Bank (UK) Ltd | 11,417 | $2.09M | 0.06% | −964−7.8% | Reduced |
| Tower Research Capital LLC (TRC) | 11,181 | $2.05M | 0.06% | +7,921+243.0% | Added |
| British Columbia Investment Management Corp | 11,110 | $2.04M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,073 | $2.03M | 0.03% | +58+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 11,021 | $2.02M | 0.02% | 00.0% | Unchanged |
| Ycg, LLC | 11,000 | $2.01M | 0.19% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,700 | $1.96M | 0.37% | +10,700 | New |
| Franklin Resources Inc | 10,511 | $1.93M | 0.00% | −573,432−98.2% | Reduced |
| Daiwa Securities Group Inc. | 10,372 | $1.90M | 0.01% | +594+6.1% | Added |
| Capstone Investment Advisors, LLC | 10,349 | $1.90M | 0.05% | +9,409+1,001.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,300 | $1.89M | 0.04% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 10,265 | $1.88M | 0.06% | +260+2.6% | Added |
| Quantbot Technologies LP | 10,155 | $1.86M | 0.13% | +10,155 | New |
| Kentucky Retirement Systems | 10,146 | $1.86M | 0.06% | +285+2.9% | Added |
| Nordea Investment Management AB | 9,980 | $1.85M | 0.00% | −229−2.2% | Reduced |
| Burney Co | 10,079 | $1.85M | 0.09% | −26−0.3% | Reduced |
| RBF Capital, LLC | 10,000 | $1.83M | 0.12% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 10,000 | $1.83M | 0.23% | +10,000 | New |
| Y-Intercept (Hong Kong) Ltd | 9,918 | $1.82M | 0.18% | +9,918 | New |
| Capital Group Private Client Services, Inc. | 9,579 | $1.75M | 0.02% | −236−2.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 9,537 | $1.75M | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 9,526 | $1.74M | 1.03% | −5,108−34.9% | Reduced |
| Teacher Retirement System of Texas | 9,502 | $1.74M | 0.01% | +186+2.0% | Added |
| Atria Investments LLC | 9,482 | $1.74M | 0.03% | −534−5.3% | Reduced |
| Cubist Systematic Strategies, LLC | 9,481 | $1.74M | 0.02% | +9,481 | New |
| Oregon Public Employees Retirement Fund | 9,464 | $1.73M | 0.02% | −41−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,368 | $1.72M | 0.09% | −205−2.1% | Reduced |
| M&T Bank Corp | 9,317 | $1.71M | 0.01% | −1,575−14.5% | Reduced |
| Maryland State Retirement & Pension System | 9,304 | $1.70M | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 9,243 | $1.69M | 0.00% | −311−3.3% | Reduced |
| Seven Eight Capital, LP | 9,190 | $1.68M | 0.20% | +9,190 | New |
| Reynders McVeigh Capital Management, LLC | 9,012 | $1.65M | 0.11% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,966 | $1.64M | 0.01% | +8,966 | New |
| Securian Asset Management, Inc | 8,762 | $1.61M | 0.05% | −1,464−14.3% | Reduced |
| Northwest Investment Counselors, LLC | 8,759 | $1.60M | 0.45% | +533+6.5% | Added |
| Cornerstone Wealth Management, LLC | 8,756 | $1.60M | 0.15% | −141−1.6% | Reduced |
| Droms Strauss Advisors Inc | 8,554 | $1.57M | 0.67% | −82−0.9% | Reduced |
| Hartford Investment Management Co | 8,365 | $1.53M | 0.06% | −248−2.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,200 | $1.50M | 0.20% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,052 | $1.48M | 0.00% | −512−6.0% | Reduced |
| JustInvest LLC | 7,981 | $1.46M | 0.04% | −720−8.3% | Reduced |
| AIA Group Ltd | 7,917 | $1.45M | 0.07% | +1,739+28.1% | Added |
| Swiss Life Asset Management Ltd | 7,774 | $1.42M | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,639 | $1.40M | 0.02% | +1,688+28.4% | Added |
| Louisiana State Employees Retirement System | 7,600 | $1.39M | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 7,525 | $1.38M | 0.05% | −883−10.5% | Reduced |
| Candriam Luxembourg S.C.A. | 7,464 | $1.37M | 0.01% | −618−7.6% | Reduced |
| Dark Forest Capital Management LP | 7,427 | $1.36M | 0.11% | +2,170+41.3% | Added |
| Wellington Shields & Co., LLC | 7,365 | $1.35M | 0.34% | 00.0% | Unchanged |
| Rockland Trust Co | 7,200 | $1.32M | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,164 | $1.31M | 0.01% | −75−1.0% | Reduced |
| Schroder Investment Management Group | 7,096 | $1.30M | 0.00% | +221+3.2% | Added |
| American Century Companies Inc | 6,994 | $1.28M | 0.00% | +1,108+18.8% | Added |
| Thrivent Financial for Lutherans | 6,810 | $1.25M | 0.00% | −1,082−13.7% | Reduced |
| CIBC World Markets Corp | 6,773 | $1.24M | 0.01% | −7,597−52.9% | Reduced |
| Pegasus Partners Ltd. | 6,764 | $1.24M | 0.17% | +1,111+19.7% | Added |