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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 2,700 | $494.6K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,695 | $493.7K | 0.29% | +481+21.7% | Added |
| Highland Capital Management, LLC | 2,666 | $488.4K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,651 | $485.6K | 0.00% | 00.0% | Unchanged |
| Athena Investment Management | 2,633 | $482.3K | 0.35% | 00.0% | Unchanged |
| Sciencast Management LP | 2,600 | $476.3K | 0.22% | +2,600 | New |
| Cerity Partners LLC | 2,594 | $475.2K | 0.00% | −3,145−54.8% | Reduced |
| Annandale Capital, LLC | 2,547 | $467.0K | 0.14% | +30+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,535 | $464.4K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 2,510 | $460.0K | 0.02% | −377−13.1% | Reduced |
| Doheny Asset Management | 2,500 | $458.0K | 0.44% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,472 | $452.8K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,425 | $444.2K | 0.14% | −175−6.7% | Reduced |
| Machina Capital S.A.S. | 2,409 | $441.3K | 0.25% | +574+31.3% | Added |
| NWF Advisory Services Inc. | 2,404 | $440.4K | 0.10% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,372 | $435.0K | 0.19% | +335+16.4% | Added |
| Virtu Financial LLC | 2,342 | $429.0K | 0.04% | +2,342 | New |
| Vetamer Capital Management, L.P. | 2,322 | $425.3K | 0.78% | −1,820−43.9% | Reduced |
| Quantitative Investment Management, LLC | 2,310 | $423.0K | 0.07% | +2,310 | New |
| Allworth Financial LP | 2,308 | $422.8K | 0.00% | +19+0.8% | Added |
| Bamco Inc | 2,300 | $421.3K | 0.00% | −1,500−39.5% | Reduced |
| Advanced Portfolio Management, LLC | 2,282 | $418.0K | 0.36% | +2,282 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,224 | $407.0K | 0.01% | −538−19.5% | Reduced |
| Janney Capital Management LLC | 2,214 | $406.0K | 0.03% | −150−6.3% | Reduced |
| Meridian Wealth Management, LLC | 2,196 | $402.1K | 0.02% | +1,101+100.5% | Added |
| International Assets Investment Management, LLC | 201,182 | $400.0K | 0.05% | +199,969+16,485.5% | Added |
| Bleakley Financial Group, LLC | 2,175 | $398.4K | 0.01% | −297−12.0% | Reduced |
| Sawtooth Solutions, LLC | 2,175 | $398.4K | 0.01% | −295−11.9% | Reduced |
| Roundview Capital LLC | 2,145 | $392.9K | 0.04% | −25−1.2% | Reduced |
| Credit Capital Investments LLC | 2,124 | $389.1K | 0.52% | +2,124 | New |
| ING Groep NV | 2,106 | $385.8K | 0.00% | +2,106 | New |
| Keybank National Association | 2,102 | $385.0K | 0.00% | −8−0.4% | Reduced |
| Financial Advisory Corp | 2,097 | $384.0K | 0.18% | −127−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,085 | $382.0K | 0.00% | +737+54.7% | Added |
| Wedmont Private Capital | 2,052 | $380.6K | 0.04% | −262−11.3% | Reduced |
| Wedgewood Investors Inc | 2,025 | $370.9K | 0.50% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,018 | $369.7K | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,007 | $368.0K | 0.03% | −1,488−42.6% | Reduced |
| BBR Partners, LLC | 2,000 | $366.4K | 0.04% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 2,000 | $366.4K | 0.23% | +2,000 | New |
| CWM Advisors, LLC | 1,994 | $365.3K | 0.05% | +324+19.4% | Added |
| Ancora Advisors, LLC | 1,977 | $362.1K | 0.01% | −246−11.1% | Reduced |
| Davenport & Co LLC | 1,974 | $361.7K | 0.00% | +150+8.2% | Added |
| Centiva Capital, LP | 1,915 | $350.8K | 0.02% | +1,915 | New |
| First Manhattan Co | 1,910 | $349.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,902 | $348.4K | 0.05% | −250−11.6% | Reduced |
| Bragg Financial Advisors, Inc | 1,880 | $344.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $344.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 1,843 | $337.6K | 0.01% | −7−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 1,821 | $334.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,803 | $330.2K | 0.02% | +790+78.0% | Added |
| Shapiro Capital Management LLC | 1,800 | $329.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,798 | $329.4K | 0.03% | +151+9.2% | Added |
| Atria Wealth Solutions, Inc. | 1,792 | $328.3K | 0.00% | +8+0.4% | Added |
| First Republic Investment Management, Inc. | 1,792 | $328.2K | 0.00% | +38+2.2% | Added |
| Assenagon Asset Management S.A. | 1,783 | $326.6K | 0.00% | −6,214−77.7% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,781 | $326.2K | 0.14% | −19−1.1% | Reduced |
| Vontobel Holding Ltd. | 1,758 | $322.0K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,755 | $321.5K | 0.05% | +158+9.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,738 | $318.4K | 0.01% | +13+0.8% | Added |
| Atomi Financial Group, Inc. | 1,726 | $316.2K | 0.11% | +531+44.4% | Added |
| GTS Securities LLC | 1,722 | $315.4K | 0.01% | +1,722 | New |
| HM Payson & Co | 1,716 | $314.3K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,676 | $307.0K | 0.01% | +23+1.4% | Added |
| Williams Jones Wealth Management, LLC. | 1,653 | $302.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,637 | $300.0K | 0.01% | −263−13.8% | Reduced |
| Trust Co of Virginia | 1,600 | $293.1K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,585 | $290.3K | 0.03% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,550 | $283.9K | 0.12% | −3−0.2% | Reduced |
| Ironwood Investment Counsel, LLC | 1,650 | $282.0K | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,537 | $281.5K | 0.01% | +1,537 | New |
| Private Trust Co NA | 1,535 | $281.2K | 0.04% | −14−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 1,523 | $279.0K | 0.04% | −607−28.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,521 | $278.5K | 0.03% | −73−4.6% | Reduced |
| Pitcairn Co | 1,506 | $275.9K | 0.02% | +44+3.0% | Added |
| Washington Trust Co | 1,500 | $274.8K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $274.8K | 0.19% | +1,500 | New |
| SNS Financial Group, LLC | 1,473 | $269.8K | 0.04% | −3−0.2% | Reduced |
| Oxford Financial Group Ltd | 1,462 | $267.8K | 0.02% | −18−1.2% | Reduced |
| National Asset Management, Inc. | 1,448 | $265.2K | 0.01% | +26+1.8% | Added |
| Greenleaf Trust | 1,446 | $264.9K | 0.00% | −41−2.8% | Reduced |
| Telemus Capital, LLC | 1,441 | $264.0K | 0.02% | −3,752−72.3% | Reduced |
| We Are One Seven, LLC | 1,430 | $261.9K | 0.02% | −157−9.9% | Reduced |
| Axxcess Wealth Management, LLC | 1,428 | $261.6K | 0.01% | +133+10.3% | Added |
| Toroso Investments, LLC | 1,423 | $260.7K | 0.01% | +29+2.1% | Added |
| Ameritas Investment Partners, Inc. | 1,416 | $259.4K | 0.01% | −90−6.0% | Reduced |
| Pettee Investors, Inc. | 1,413 | $258.8K | 0.12% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,411 | $258.5K | 0.01% | −45−3.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,400 | $256.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,397 | $255.9K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,370 | $251.0K | 0.03% | +199+17.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,349 | $247.1K | 0.01% | +150+12.5% | Added |
| NEOS Investment Management LLC | 1,346 | $246.6K | 0.03% | +1,346 | New |
| Wetherby Asset Management Inc | 1,340 | $245.5K | 0.01% | −81−5.7% | Reduced |
| Symmetry Partners, LLC | 1,336 | $245.0K | 0.01% | −389−22.6% | Reduced |
| Teza Capital Management LLC | 1,324 | $242.5K | 0.04% | +407+44.4% | Added |
| Lincoln National Corp | 1,319 | $241.7K | 0.00% | −294−18.2% | Reduced |
| Penserra Capital Management LLC | 1,326 | $241.0K | 0.00% | −78−5.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $241.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,311 | $240.1K | 0.00% | +167+14.6% | Added |