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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 1,302 | $238.5K | 0.03% | +1,302 | New |
| Aureus Asset Management, LLC | 1,300 | $238.1K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,298 | $238.0K | 0.05% | −174−11.8% | Reduced |
| Moody National Bank Trust Division | 1,296 | $237.4K | 0.02% | +25+2.0% | Added |
| CAPROCK Group, Inc. | 1,295 | $237.4K | 0.02% | −171−11.7% | Reduced |
| NorthRock Partners, LLC | 1,286 | $235.6K | 0.02% | −36−2.7% | Reduced |
| Fortress Wealth Group, LLC | 1,309 | $233.8K | 0.16% | +60+4.8% | Added |
| V-Square Quantitative Management LLC | 1,254 | $229.7K | 0.10% | +963+330.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,251 | $229.1K | 0.00% | +91+7.8% | Added |
| MQS Management LLC | 1,244 | $227.9K | 0.14% | +1,244 | New |
| Steward Partners Investment Advisory, LLC | 1,208 | $221.3K | 0.00% | +20+1.7% | Added |
| Wendell David Associates Inc | 1,200 | $220.0K | 0.03% | −20−1.6% | Reduced |
| Edge Capital Group, LLC | 1,180 | $216.2K | 0.01% | −27−2.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,164 | $213.2K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,156 | $211.8K | 0.07% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,155 | $211.6K | 0.14% | +2+0.2% | Added |
| Credit Agricole S A | 1,154 | $211.4K | 0.01% | +854+284.7% | Added |
| American Trust | 1,142 | $209.2K | 0.02% | −132−10.4% | Reduced |
| Clarius Group, LLC | 1,126 | $206.3K | 0.02% | −286−20.3% | Reduced |
| Syon Capital LLC | 1,121 | $205.3K | 0.03% | +1,121 | New |
| Sabal Trust CO | 1,112 | $203.7K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 1,107 | $202.8K | 0.03% | −166−13.0% | Reduced |
| Cannon Financial Strategists, Inc. | 1,102 | $201.9K | 0.05% | −24−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $201.5K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 1,100 | $201.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 986 | $180.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 971 | $178.0K | 0.00% | +28+3.0% | Added |
| CWM, LLC | 904 | $166.0K | 0.00% | +69+8.3% | Added |
| UniSuper Management Pty Ltd | 900 | $164.9K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 877 | $160.6K | 0.02% | −653−42.7% | Reduced |
| Natixis Investment Managers International | 850 | $155.7K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $146.5K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 729 | $133.5K | 0.03% | +729 | New |
| Sentry Investment Management LLC | 711 | $130.0K | 0.06% | −98−12.1% | Reduced |
| Whittier Trust Co | 703 | $128.8K | 0.00% | +35+5.2% | Added |
| Osterweis Capital Management Inc | 560 | $102.6K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 553 | $101.3K | 0.01% | −12,113−95.6% | Reduced |
| IFP Advisors, Inc | 547 | $100.3K | 0.00% | +47+9.4% | Added |
| Legacy Financial Group LLC | 517 | $94.7K | 0.02% | +517 | New |
| Umb Bank N A | 502 | $92.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 475 | $87.0K | 0.07% | +475 | New |
| Massmutual Trust Co FSB | 452 | $82.8K | 0.00% | +52+13.0% | Added |
| Pflug Koory, LLC | 430 | $78.8K | 0.05% | −5−1.1% | Reduced |
| Eagle Bay Advisors LLC | 417 | $76.4K | 0.04% | +99+31.1% | Added |
| Tobam | 414 | $76.0K | 0.01% | −399−49.1% | Reduced |
| Alta Advisers Ltd | 400 | $73.3K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $73.3K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 396 | $72.5K | 0.01% | +57+16.8% | Added |
| Hanson & Doremus Investment Management | 373 | $68.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 368 | $67.4K | 0.03% | +368 | New |
| DT Investment Partners, LLC | 355 | $65.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $61.7K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 311 | $57.0K | 0.01% | −5−1.6% | Reduced |
| Parallel Advisors, LLC | 300 | $55.0K | 0.00% | −128−29.9% | Reduced |
| Versant Capital Management, Inc | 290 | $53.1K | 0.02% | −1−0.3% | Reduced |
| West Tower Group, LLC | 281 | $51.5K | 0.03% | +281 | New |
| Compass Wealth Management LLC | 275 | $50.4K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 273 | $50.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 264 | $48.4K | 0.03% | +264 | New |
| City State Bank | 250 | $46.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 241 | $44.1K | 0.00% | −10−4.0% | Reduced |
| Impact Partnership Wealth, LLC | 240 | $44.0K | 0.01% | +240 | New |
| Key Financial Inc | 227 | $41.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 213 | $39.0K | 0.01% | −16−7.0% | Reduced |
| Benjamin Edwards Inc | 212 | $39.0K | 0.01% | +20+10.4% | Added |
| Farther Finance Advisors, LLC | 200 | $36.6K | 0.01% | +34+20.5% | Added |
| Cape Investment Advisory, Inc. | 200 | $36.6K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 199 | $36.0K | 0.03% | −26−11.6% | Reduced |
| Smithfield Trust Co | 199 | $36.0K | 0.00% | +71+55.5% | Added |
| Spire Wealth Management | 196 | $36.0K | 0.00% | +33+20.2% | Added |
| Geneos Wealth Management Inc. | 193 | $35.4K | 0.00% | +80+70.8% | Added |
| Cedar Wealth Management, LLC | 180 | $33.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 169 | $31.0K | 0.01% | +55+48.2% | Added |
| GWM Advisors LLC | 165 | $30.2K | 0.00% | +11+7.1% | Added |
| Pacifica Partners Inc. | 160 | $28.9K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $27.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $27.5K | 0.01% | +150 | New |
| Glen Eagle Advisors, LLC | 143 | $26.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 126 | $26.0K | 0.00% | +124+6,200.0% | Added |
| Horizon Bancorp Inc | 144 | $26.0K | 0.02% | −62−30.1% | Reduced |
| KB Financial Partners, LLC | 139 | $25.0K | 0.01% | +139 | New |
| Venturi Wealth Management, LLC | 136 | $24.9K | 0.00% | −2−1.4% | Reduced |
| Natixis | 135 | $24.7K | 0.00% | +135 | New |
| TD Waterhouse Canada Inc. | 135 | $24.1K | 0.00% | +110+440.0% | Added |
| Caldwell Trust Co | 126 | $23.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $22.9K | 0.00% | −9−6.7% | Reduced |
| MV Capital Management, Inc. | 123 | $22.5K | 0.00% | −1−0.8% | Reduced |
| Capital Advisors, Ltd. LLC | 112 | $21.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 114 | $20.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 111 | $20.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $19.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 99 | $18.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 94 | $17.2K | 0.00% | −23−19.7% | Reduced |
| Raleigh Capital Management Inc. | 92 | $16.9K | 0.01% | +92 | New |
| Delta Asset Management LLC | 90 | $16.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 92 | $16.5K | 0.00% | −8−8.0% | Reduced |
| West Paces Advisors Inc. | 86 | $15.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $15.2K | 0.00% | +83 | New |
| Farmers & Merchants Investments Inc | 82 | $15.0K | 0.00% | 00.0% | Unchanged |