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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 73 | $13.4K | 0.00% | −48−39.7% | Reduced |
| TSFG, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 66 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 65 | $11.9K | 0.00% | +1+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 62 | $11.4K | 0.01% | +62 | New |
| GoalVest Advisory LLC | 60 | $11.0K | 0.01% | +2+3.4% | Added |
| Harbour Investments, Inc. | 58 | $10.6K | 0.00% | −49−45.8% | Reduced |
| Bell Investment Advisors, Inc | 56 | $10.3K | 0.00% | −6−9.7% | Reduced |
| McIlrath & Eck, LLC | 53 | $9.71K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $9.34K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $9.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $8.58K | 0.00% | +14+42.4% | Added |
| Core Alternative Capital | 44 | $8.07K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $8.00K | 0.00% | −2−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 36 | $8.00K | 0.00% | +4+12.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 43 | $7.88K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $7.69K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $7.69K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $7.69K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $7.33K | 0.00% | +40 | New |
| First Horizon Advisors, Inc. | 39 | $7.14K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $7.00K | 0.00% | −6−14.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 38 | $7.00K | 0.00% | +38 | New |
| Thomas J. Herzfeld Advisors, Inc. | 38 | $6.96K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 38 | $6.96K | 0.01% | +38 | New |
| Brown Brothers Harriman & Co | 36 | $6.59K | 0.00% | −3−7.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 34 | $6.23K | 0.00% | −1−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 33 | $6.04K | 0.00% | −18−35.3% | Reduced |
| M&R Capital Management Inc | 31 | $5.68K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 28 | $5.13K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 32 | $5.00K | 0.00% | −12−27.3% | Reduced |
| Zions Bancorporation, N.A. | 23 | $4.21K | 0.00% | −3−11.5% | Reduced |
| Lazard Asset Management LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 22 | $3.73K | 0.00% | +18+450.0% | Added |
| Prestige Wealth Management Group LLC | 19 | $3.48K | 0.00% | +12+171.4% | Added |
| Valley National Advisers Inc | 15 | $3.00K | 0.00% | −60−80.0% | Reduced |
| Sutton Wealth Advisors Inc. | 16 | $2.93K | 0.00% | −16−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $2.93K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $2.93K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,940 | $2.78K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $2.75K | 0.00% | −2−11.8% | Reduced |
| AdvisorNet Financial, Inc | 15 | $2.75K | 0.00% | −17−53.1% | Reduced |
| Column Capital Advisors, LLC | 15 | $2.75K | 0.00% | −1−6.3% | Reduced |
| State of Wyoming | 13 | $2.38K | 0.00% | +5+62.5% | Added |
| Sunbelt Securities, Inc. | 13 | $2.38K | 0.00% | +11+550.0% | Added |
| American National Bank | 12 | $2.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $2.02K | 0.00% | +1+10.0% | Added |
| Leonteq Securities AG | 11 | $2.02K | 0.00% | +9+450.0% | Added |
| NBC Securities, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| MCF Advisors LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.47K | 0.00% | +2+33.3% | Added |
| Quent Capital, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $733 | 0.00% | −7−63.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4 | $733 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $414 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $367 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $366 | 0.00% | +2 | New |
| Central Trust Co | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $183 | 0.00% | −1−50.0% | Reduced |
| Colonial Trust Advisors | 1 | $183 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,058,697−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −309,848−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −279,740−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −228,841−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −100,896−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,448−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −20,086−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,245−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −14,742−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −11,533−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,584−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Apeiron RIA LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |