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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.

13F holders, Q4 2023

Institutional positions in Equifax Inc as of Dec 31, 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
730
+68 vs. Q3 2023
Shares held
119.4M
+621.8K (+0.5%) vs. Q3 2023
Total value
$29.5B
+$7.76B (+35.7%) vs. Q3 2023
New holders
126
234 more added
Sold out
58
243 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 730 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ4 2023: $29.5B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2023.

Institutions holding EFX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$50.00%0New
American Capital Advisory, LLC0$250.00%0New
Motco1$2470.00%00.0%Unchanged
Quest Partners LLC1$2470.00%+1New
Evermay Wealth Management LLC1$2480.00%+1New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$4940.00%00.0%Unchanged
Sunbelt Securities, Inc.2$4950.00%−11−84.6%Reduced
Delos Wealth Advisors, LLC2$4950.00%00.0%Unchanged
True Wealth Design, LLC2$4950.00%00.0%Unchanged
Cornerstone Planning Group LLC2$4950.00%00.0%Unchanged
Highline Wealth Partners LLC2$4950.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$4950.00%+2New
Strategic Investment Solutions, Inc.2$5020.00%−124−98.4%Reduced
Valued Wealth Advisors LLC3$5500.00%+3New
Colonial Trust Advisors3$7420.00%+2+200.0%Added
Tucker Asset Management LLC3$7420.00%+3New
Gradient Investments LLC4$9890.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$9890.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.24K0.00%+5New
Vermillion & White Wealth Management Group, LLC5$1.24K0.00%+5New
North Star Investment Management Corp.6$1.48K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$1.48K0.00%00.0%Unchanged
Aspect Partners, LLC6$1.48K0.00%+6New
TFC Financial Management6$1.49K0.00%−2−25.0%Reduced
Exchange Traded Concepts, LLC7$1.73K0.00%+7New
Raleigh Capital Management Inc.8$1.98K0.00%−84−91.3%Reduced
Quent Capital, LLC8$1.98K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC8$1.98K0.00%+8New
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
Avion Wealth10$2.00K0.00%+10New
Dunhill Financial, LLC8$2.04K0.00%+8New
Sachetta, LLC9$2.23K0.00%+9New
MCF Advisors LLC10$2.47K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$2.47K0.00%+10New
NBC Securities, Inc.13$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC12$3.03K0.00%+12New
SJS Investment Consulting Inc.13$3.21K0.00%+2+18.2%Added
State of Wyoming14$3.46K0.00%+1+7.7%Added
Laffer Tengler Investments15$3.71K0.00%+15New
Harbor Investment Advisory, LLC16$3.96K0.00%00.0%Unchanged
Red Tortoise LLC16$3.96K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC17$4.20K0.00%+17New
Bruce G. Allen Investments, LLC18$4.45K0.00%+18New
Abound Wealth Management19$4.76K0.00%+4+26.7%Added
Smartleaf Asset Management LLC20$4.99K0.00%+20New
Prestige Wealth Management Group LLC21$5.19K0.00%+2+10.5%Added
Bokf, NA22$5.44K0.00%00.0%Unchanged
Fortitude Family Office, LLC23$5.69K0.00%+23New
Lazard Asset Management LLC26$6.00K0.00%+3+13.0%Added
Valley National Advisers Inc27$6.00K0.00%+12+80.0%Added
Zions Bancorporation, N.A.26$6.43K0.00%+3+13.0%Added
Moisand Fitzgerald Tamayo, LLC28$6.92K0.00%−15−34.9%Reduced
FSA Wealth Management LLC27$7.00K0.00%+27New
AdvisorNet Financial, Inc30$7.42K0.00%+15+100.0%Added
M&R Capital Management Inc31$7.67K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC31$7.68K0.00%−209−87.1%Reduced
Cherry Tree Wealth Management, LLC34$8.41K0.00%00.0%Unchanged
Financial Management Professionals, Inc.36$9.00K0.00%00.0%Unchanged
Core Alternative Capital37$9.16K0.00%−7−15.9%Reduced
JFS Wealth Advisors, LLC39$9.61K0.00%−8−17.0%Reduced
Rocky Mountain Advisers, LLC42$10.4K0.00%00.0%Unchanged
Solstein Capital, LLC42$10.4K0.01%00.0%Unchanged
Larson Financial Group LLC42$10.4K0.00%00.0%Unchanged
GW&K Investment Management, LLC46$11.0K0.00%+5+12.2%Added
Johnson Financial Group, Inc.47$11.6K0.00%+47New
Bell Investment Advisors, Inc48$11.9K0.00%−8−14.3%Reduced
First Horizon Advisors, Inc.49$12.1K0.00%+10+25.6%Added
Cambridge Trust Co50$12.4K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.54$13.0K0.00%+16+42.1%Added
McIlrath & Eck, LLC53$13.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.84$15.0K0.00%+48+133.3%Added
Annis Gardner Whiting Capital Advisors, LLC62$15.3K0.01%00.0%Unchanged
Covestor Ltd65$16.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group66$16.3K0.01%00.0%Unchanged
Harbour Investments, Inc.66$16.3K0.00%+8+13.8%Added
TSFG, LLC70$17.0K0.01%00.0%Unchanged
Proequities, Inc.70$17.3K0.00%+5+7.7%Added
West Paces Advisors Inc.72$17.8K0.01%−14−16.3%Reduced
Park Place Capital Corp73$18.1K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc82$20.3K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC83$20.5K0.00%00.0%Unchanged
LM Advisors LLC85$21.0K0.00%+85New
Scarborough Advisors, LLC87$21.5K0.00%+87New
Private Wealth Management Group, LLC87$21.5K0.01%+87New
Smithfield Trust Co99$23.0K0.00%−100−50.3%Reduced
SRS Capital Advisors, Inc.97$24.0K0.00%+3+3.2%Added
Optimum Investment Advisors100$24.7K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$24.7K0.01%+100New
McClarren Financial Advisors, Inc.100$25.0K0.02%+1+1.0%Added
Wetzel Investment Advisors, Inc.100$25.0K0.02%+100New
TD Waterhouse Canada Inc.111$26.0K0.00%−24−17.8%Reduced
Whittier Trust Co of Nevada Inc106$26.2K0.00%−135−56.0%Reduced
Raffa Wealth Management, LLC107$26.5K0.01%00.0%Unchanged
Addison Advisors LLC111$27.4K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC112$28.0K0.00%00.0%Unchanged
Creative Financial Designs Inc114$28.2K0.00%00.0%Unchanged
Leonteq Securities AG117$28.9K0.00%+106+963.6%Added
Atlas Capital Advisors LLC125$30.9K0.00%00.0%Unchanged
Caldwell Trust Co126$31.2K0.00%00.0%Unchanged