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 |
|---|---|---|---|---|---|
| STRS Ohio | 6,695 | $1.23M | 0.01% | +1,876+38.9% | Added |
| New Mexico Educational Retirement Board | 6,405 | $1.17M | 0.05% | +500+8.5% | Added |
| Cetera Advisor Networks LLC | 6,355 | $1.16M | 0.01% | +1,076+20.4% | Added |
| Builder Investment Group Inc | 6,208 | $1.14M | 0.45% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,188 | $1.13M | 0.15% | −1,137−15.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,187 | $1.13M | 0.14% | +1,551+33.5% | Added |
| Ieq Capital, LLC | 6,154 | $1.13M | 0.02% | +541+9.6% | Added |
| Synovus Financial Corp | 6,033 | $1.11M | 0.01% | +7+0.1% | Added |
| AXS Investments LLC | 6,028 | $1.10M | 0.29% | −1,183−16.4% | Reduced |
| Long Road Investment Counsel, LLC | 5,966 | $1.09M | 0.53% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,946 | $1.09M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,809 | $1.09M | 0.02% | −195−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,800 | $1.06M | 0.00% | +123+2.2% | Added |
| South Dakota Investment Council | 5,785 | $1.06M | 0.02% | +3,700+177.5% | Added |
| Cetera Investment Advisers | 5,783 | $1.06M | 0.01% | +245+4.4% | Added |
| E. Ohman J:or Asset Management AB | 5,700 | $1.04M | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,657 | $1.04M | 0.00% | +937+19.9% | Added |
| PDT Partners, LLC | 5,493 | $1.01M | 0.13% | +2,990+119.5% | Added |
| Metis Global Partners, LLC | 5,466 | $1.00M | 0.05% | +716+15.1% | Added |
| Wealthfront Advisers LLC | 5,253 | $962.2K | 0.00% | −3,089−37.0% | Reduced |
| Univest Financial Corp | 5,250 | $961.7K | 0.32% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,250 | $961.7K | 0.01% | +5,250 | New |
| Echo Street Capital Management LLC | 5,243 | $960.4K | 0.01% | +5,243 | New |
| First Financial Bank - Trust Division | 5,230 | $958.0K | 0.11% | −847−13.9% | Reduced |
| TownSquare Capital, LLC | 5,120 | $938.0K | 0.02% | +1,385+37.1% | Added |
| Metropolitan Life Insurance Co | 5,077 | $930.0K | 0.05% | −268−5.0% | Reduced |
| Regions Financial Corp | 5,008 | $917.4K | 0.01% | −5−0.1% | Reduced |
| Norinchukin Bank, The | 4,888 | $895.4K | 0.02% | −6,393−56.7% | Reduced |
| Fort Washington Investment Advisors Inc | 4,857 | $889.7K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,823 | $883.5K | 0.10% | −3,022−38.5% | Reduced |
| Exchange Capital Management, Inc. | 4,763 | $872.5K | 0.16% | −45−0.9% | Reduced |
| Pathstone Family Office, LLC | 4,710 | $862.7K | 0.01% | +2,590+122.2% | Added |
| Verition Fund Management LLC | 4,702 | $861.3K | 0.01% | −72,837−93.9% | Reduced |
| Kestra Advisory Services, LLC | 4,646 | $851.1K | 0.01% | +446+10.6% | Added |
| Advisor OS, LLC | 4,548 | $833.1K | 0.12% | +188+4.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,530 | $829.8K | 0.06% | +127+2.9% | Added |
| Caisse de Depot Et Placement du Quebec | 4,463 | $817.5K | 0.00% | −4,530−50.4% | Reduced |
| Advisor Partners II, LLC | 4,450 | $815.2K | 0.03% | −1,617−26.7% | Reduced |
| AE Wealth Management LLC | 4,405 | $806.9K | 0.00% | +389+9.7% | Added |
| Maven Securities LTD | 4,400 | $806.0K | 0.09% | +4,400 | New |
| Brighton Jones LLC | 4,387 | $803.7K | 0.04% | +25+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,329 | $793.0K | 0.05% | +206+5.0% | Added |
| Donaldson Capital Management, LLC | 4,289 | $785.7K | 0.04% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,273 | $782.8K | 0.08% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,222 | $773.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 4,215 | $772.1K | 0.04% | −343−7.5% | Reduced |
| Empirical Finance, LLC | 4,210 | $771.2K | 0.06% | +399+10.5% | Added |
| Panagora Asset Management Inc | 4,202 | $769.7K | 0.00% | +10.0% | Added |
| Chicago Partners Investment Group LLC | 4,287 | $767.5K | 0.04% | +69+1.6% | Added |
| Prudential PLC | 4,134 | $757.3K | 0.01% | −709−14.6% | Reduced |
| Accretive Wealth Partners, LLC | 4,131 | $756.7K | 0.45% | +54+1.3% | Added |
| Mercer Global Advisors Inc | 4,098 | $751.0K | 0.00% | −105−2.5% | Reduced |
| Assetmark, Inc | 4,048 | $741.5K | 0.00% | +360+9.8% | Added |
| Nwam LLC | 4,008 | $734.2K | 0.07% | −5−0.1% | Reduced |
| Advisors Capital Management, LLC | 3,960 | $725.0K | 0.02% | −57−1.4% | Reduced |
| Quantinno Capital Management LP | 3,928 | $720.0K | 0.03% | +413+11.7% | Added |
| Axq Capital, LP | 3,900 | $714.4K | 0.25% | +3,900 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,873 | $709.5K | 0.02% | +4+0.1% | Added |
| Integrated Wealth Concepts LLC | 3,865 | $708.0K | 0.01% | −2−0.1% | Reduced |
| Sonen Capital LLC | 3,814 | $698.6K | 1.37% | −285−7.0% | Reduced |
| Fiduciary Group LLC | 3,793 | $694.8K | 0.09% | −80−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,770 | $690.6K | 0.01% | +529+16.3% | Added |
| Community Bank, N.A. | 3,750 | $686.9K | 0.10% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,738 | $684.8K | 0.04% | +561+17.7% | Added |
| Northern Oak Wealth Management Inc | 3,731 | $683.4K | 0.08% | +1,866+100.1% | Added |
| Guggenheim Capital LLC | 3,675 | $673.2K | 0.01% | −147−3.8% | Reduced |
| Wesbanco Bank Inc | 3,630 | $664.9K | 0.03% | −45−1.2% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $659.4K | 0.05% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $659.0K | 0.29% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,549 | $650.1K | 0.02% | +3,549 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,510 | $643.0K | 0.01% | +55+1.6% | Added |
| Sit Investment Associates Inc | 3,500 | $641.0K | 0.02% | −5,975−63.1% | Reduced |
| Triangle Securities Wealth Management | 3,393 | $621.5K | 0.22% | +212+6.7% | Added |
| Beacon Pointe Advisors, LLC | 3,385 | $620.2K | 0.01% | +182+5.7% | Added |
| Tokio Marine Asset Management Co Ltd | 3,312 | $606.7K | 0.04% | +507+18.1% | Added |
| Ostrum Asset Management | 3,239 | $593.3K | 0.05% | −23−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 3,223 | $590.3K | 0.00% | −635−16.5% | Reduced |
| Park Avenue Securities LLC | 3,196 | $585.0K | 0.01% | +3,196 | New |
| Connectus Wealth, LLC | 3,191 | $584.7K | 0.01% | +3+0.1% | Added |
| Gratus Capital LLC | 3,175 | $581.6K | 0.04% | −60−1.9% | Reduced |
| Spinnaker Trust | 3,125 | $572.4K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,123 | $572.1K | 0.12% | −290−8.5% | Reduced |
| Bessemer Securities LLC | 3,104 | $569.0K | 0.79% | −5,273−62.9% | Reduced |
| Huntington National Bank | 3,095 | $566.9K | 0.01% | −11−0.4% | Reduced |
| Capital Investment Advisors, LLC | 3,083 | $564.8K | 0.02% | −214−6.5% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $555.8K | 0.38% | 00.0% | Unchanged |
| Ossiam | 3,023 | $553.8K | 0.01% | +3,023 | New |
| Veriti Management LLC | 2,963 | $542.8K | 0.06% | −22−0.7% | Reduced |
| XTX Topco Ltd | 2,917 | $534.3K | 0.09% | −83−2.8% | Reduced |
| Aberdeen Wealth Management LLC | 2,900 | $531.2K | 0.40% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,895 | $530.3K | 0.00% | −390−11.9% | Reduced |
| Impax Asset Management Group plc | 2,889 | $529.2K | 0.00% | +257+9.8% | Added |
| Gsa Capital Partners LLP | 2,867 | $525.0K | 0.04% | +1,853+182.7% | Added |
| Kovitz Investment Group Partners, LLC | 2,859 | $523.7K | 0.01% | −2,888−50.3% | Reduced |
| Bowen Hanes & Co Inc | 2,854 | $522.8K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,855 | $522.0K | 0.02% | +2,855 | New |
| Financial Counselors Inc | 2,848 | $521.7K | 0.01% | −100−3.4% | Reduced |
| Eagle Ridge Investment Management | 2,828 | $518.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,820 | $516.6K | 0.00% | +611+27.7% | Added |
| Graham Capital Management, L.P. | 2,807 | $514.2K | 0.02% | +2,807 | New |