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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.

Q4 2023 vs. Q3 2023

How the institutions holding Equifax Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of EFX: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders6708729+67
Shares118.8M12.6K119.4M+620.9K (+0.5%)
Value$21.7B$2.30M$29.5B+$7.76B (+35.7%)

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (125)

Institutions that held Equifax Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 125 by value.

Institutions new to EFX in Q4 2023
InstitutionSharesValue% of portfolio
Boston Partners625,439$154.7M0.20%
Artisan Partners Limited Partnership512,734$126.8M0.20%
Schonfeld Strategic Advisors LLC214,316$53.0M0.44%
Oribel Capital Management, LP181,700$44.9M4.93%
Abn Amro Investment Solutions167,758$41.5M0.73%
Boothbay Fund Management, LLC40,300$9.97M0.37%
PEAK6 Investments LLC39,963$9.88M0.43%
Generate Investment Management Ltd34,345$8.49M0.73%
Gillson Capital LP28,877$7.14M0.75%
Letson Investment Management, Inc.20,063$4.96M2.31%
Crestline Management, LP13,238$3.27M0.30%
Nicola Wealth Management Ltd.12,000$2.97M0.31%
Pathstone Holdings, LLC8,248$2.04M0.01%
Sanibel Captiva Trust Company, Inc.7,276$1.80M0.07%
Moore Capital Management, LP7,167$1.77M0.04%
waypoint wealth counsel5,849$1.45M1.23%
Bridgewater Associates, LP5,410$1.34M0.01%
Bridgefront Capital, LLC5,150$1.27M0.96%
Premier Path Wealth Partners, LLC4,968$1.24M0.27%
Cullinan Associates Inc5,000$1.24M0.07%
HRT Financial LP4,220$1.04M0.01%
Novak & Powell Financial Services, Inc.3,932$972.2K0.65%
Nomura Holdings Inc3,709$917.2K0.01%
Everpar Advisors LLC3,241$801.5K0.37%
FJ Investments, LLC3,200$791.3K0.04%
PFC Capital Group, Inc.3,195$790.0K0.47%
AQR Capital Management LLC3,088$763.7K0.00%
Friedenthal Financial2,957$731.2K0.48%
Degroof Petercam Asset Management2,935$725.8K0.01%
Strategy Asset Managers LLC2,788$689.4K0.16%
Paloma Partners Management Co2,596$642.0K0.11%
LifePlan Financial, LLC2,475$612.0K0.61%
Knollwood Investment Advisory, LLC2,017$498.8K0.10%
Sequoia Financial Advisors, LLC1,960$484.8K0.01%
Heritage Wealth Management, LLC1,935$478.6K0.26%
Ellevest, Inc.1,864$460.9K0.03%
K.J. Harrison & Partners Inc1,860$460.0K0.08%
Correct Capital Wealth Management1,751$433.0K0.11%
HighPoint Advisor Group LLC1,623$424.0K0.03%
Coldstream Capital Management Inc1,452$359.1K0.01%
Empowered Funds, LLC1,431$353.9K0.01%
Steele Capital Management, Inc.1,389$343.5K0.02%
Fox Run Management, L.L.C.1,331$329.1K0.08%
Siemens Fonds Invest GmbH1,329$328.6K0.03%
Cetera Advisors LLC1,293$319.8K0.00%
Lake Street Advisors Group, LLC1,263$312.4K0.02%
WSFS Capital Management, LLC1,260$311.6K0.02%
Integrated Advisors Network LLC1,233$304.9K0.02%
Valeo Financial Advisors, LLC1,186$293.3K0.01%
MJP Associates Inc1,137$281.2K0.07%
Personal Cfo Solutions, LLC1,132$280.1K0.05%
LongView Wealth Management1,147$279.1K0.12%
Austin Private Wealth, LLC1,070$264.6K0.03%
GSB Wealth Management, LLC1,069$264.3K0.08%
Palogic Value Management, L.P.1,053$260.4K0.12%
Everett Harris & Co1,045$258.4K0.00%
Point72 Europe (London) LLP1,038$256.7K0.03%
Dai-Ichi Life Insurance Company, Ltd1,036$256.0K0.01%
Summit Financial, LLC1,015$251.0K0.02%
Thrive Wealth Management, LLC1,013$250.5K0.06%
Glenview Trust Co1,005$248.5K0.01%
Ferguson Wellman Capital Management, Inc1,003$248.0K0.01%
Washington Trust Bank1,000$247.3K0.02%
Auxier Asset Management1,000$247.3K0.04%
Nadler Financial Group, Inc.1,000$247.3K0.03%
Clarus Group, Inc.1,000$247.3K0.19%
Independent Advisor Alliance991$245.0K0.01%
Ballentine Partners, LLC988$244.3K0.00%
Trust Co of the South964$238.4K0.06%
D.A. Davidson & Co.954$236.0K0.00%
MPS Loria Financial Planners, LLC944$233.4K0.08%
Checchi Capital Advisers, LLC914$226.0K0.02%
J.W. Cole Advisors, Inc.900$222.6K0.01%
Venture Visionary Partners LLC893$220.8K0.01%
GeoWealth Management, LLC873$216.0K0.02%
Apeiron RIA LLC850$210.2K0.07%
Private Advisor Group, LLC847$209.5K0.00%
Lakeshore Financial Planning, Inc.847$209.5K0.12%
Sierra Summit Advisors LLC845$209.0K0.06%
ISAM Funds (UK) Ltd844$208.7K0.15%
Boston Trust Walden Corp816$201.8K0.00%
Conning Inc.810$200.3K0.01%
Johnson Investment Counsel Inc809$200.1K0.00%
AJOVista, LLC765$189.2K0.24%
GAMMA Investing LLC764$186.7K0.05%
Rothschild Investment LLC646$159.7K0.01%
Principal Securities, Inc.581$143.7K0.01%
Advisory Services Network, LLC380$93.9K0.00%
CVA Family Office, LLC345$85.3K0.02%
Rakuten Investment Management, Inc.304$75.9K0.00%
Pension & Wealth Management Advisors, Inc.270$66.8K0.04%
Pineridge Advisors LLC222$54.9K0.02%
ORG Partners LLC199$49.2K0.01%
Turtle Creek Wealth Advisors, LLC165$40.8K0.01%
Global X Japan Co., Ltd.157$38.8K0.02%
Long Island Wealth Management, Inc.132$33.0K0.02%
Wetzel Investment Advisors, Inc.100$25.0K0.02%
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$24.7K0.01%
Private Wealth Management Group, LLC87$21.5K0.01%
Scarborough Advisors, LLC87$21.5K0.00%

Sold out (58)

Institutions that held Equifax Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of EFX in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
EdgePoint Investment Group Inc.650,491$119.2M
FIL Ltd82,500$15.1M
First Trust Advisors LP52,403$9.60M
Aquatic Capital Management LLC36,600$6.70M
Morningstar Investment Services LLC22,396$4.10M
Twin Tree Management, LP18,454$3.38M
Lighthouse Investment Partners, LLC17,359$3.18M
Bradley Foster & Sargent Inc10,308$2.43M
Capstone Investment Advisors, LLC10,349$1.90M
Quantbot Technologies LP10,155$1.86M
Intrinsic Edge Capital Management LLC10,000$1.83M
Y-Intercept (Hong Kong) Ltd9,918$1.82M
Blueshift Asset Management, LLC9,526$1.74M
Cubist Systematic Strategies, LLC9,481$1.74M
Dark Forest Capital Management LP7,427$1.36M
STRS Ohio6,695$1.23M
Echo Street Capital Management LLC5,243$960.4K
Bayesian Capital Management, LP4,823$883.5K
Maven Securities LTD4,400$806.0K
Axq Capital, LP3,900$714.4K
Bessemer Securities LLC3,104$569.0K
Gsa Capital Partners LLP2,867$525.0K
Simplex Trading, LLC2,855$522.0K
Sciencast Management LP2,600$476.3K
Sherbrooke Park Advisers LLC2,425$444.2K
Machina Capital S.A.S.2,409$441.3K
Neo Ivy Capital Management2,372$435.0K
Vetamer Capital Management, L.P.2,322$425.3K
Quantitative Investment Management, LLC2,310$423.0K
Advanced Portfolio Management, LLC2,282$418.0K
Credit Capital Investments LLC2,124$389.1K
Trellis Wealth Advisors LLC2,000$366.4K
Centiva Capital, LP1,915$350.8K
Fund Management at Engine No. 1 LLC1,755$321.5K
Banque Cantonale Vaudoise1,637$300.0K
Teza Capital Management LLC1,324$242.5K
Campbell & CO Investment Adviser LLC1,302$238.5K
Moody National Bank Trust Division1,296$237.4K
Fortress Wealth Group, LLC1,309$233.8K
MQS Management LLC1,244$227.9K
Legacy Financial Group LLC517$94.7K
Headlands Technologies LLC368$67.4K
West Tower Group, LLC281$51.5K
First Financial Corp264$48.4K
Carmel Capital Partners, LLC169$31.0K
Pacifica Partners Inc.160$28.9K
Natixis135$24.7K
GoalVest Advisory LLC60$11.0K
Earnest Partners LLC51$9.34K
Perkins Coie Trust Co40$7.33K
Thomas J. Herzfeld Advisors, Inc.38$6.96K
Macroview Investment Management LLC38$6.96K
Baker Avenue Asset Management, LP33$6.04K
Independence Bank of Kentucky28$5.13K
American National Bank12$2.20K
Centerpoint Advisors, LLC5$1.00K
USA Financial Portformulas Corp2$366
Central Trust Co1$184

Not filed for Q4 2023 yet (8)

Institutions that held Equifax Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EFX in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC4,710$862.7K
Advisor Partners II, LLC4,450$815.2K
First Republic Investment Management, Inc.1,792$328.2K
Bryn Mawr Trust Co1,397$255.9K
KB Financial Partners, LLC139$25.0K
Steward Financial Group LLC32$5.00K
Sutton Wealth Advisors Inc.16$2.93K
Column Capital Advisors, LLC15$2.75K