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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Long Island Wealth Management, Inc. | 132 | $33.0K | 0.02% | +132 | New |
| Venturi Wealth Management, LLC | 136 | $33.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $33.9K | 0.00% | +14+11.4% | Added |
| Glen Eagle Advisors, LLC | 143 | $35.3K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 144 | $36.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 150 | $37.0K | 0.00% | −1,827−92.4% | Reduced |
| Global X Japan Co., Ltd. | 157 | $38.8K | 0.02% | +157 | New |
| Turtle Creek Wealth Advisors, LLC | 165 | $40.8K | 0.01% | +165 | New |
| Geo Capital Gestora de Recursos Ltd | 180 | $45.0K | 0.05% | −19−9.5% | Reduced |
| Geneos Wealth Management Inc. | 193 | $47.8K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 194 | $48.0K | 0.02% | +14+7.8% | Added |
| ORG Partners LLC | 199 | $49.2K | 0.01% | +199 | New |
| Clearstead Advisors, LLC | 201 | $49.7K | 0.00% | −72−26.4% | Reduced |
| Cape Investment Advisory, Inc. | 212 | $52.4K | 0.03% | +12+6.0% | Added |
| Spire Wealth Management | 221 | $54.1K | 0.00% | +25+12.8% | Added |
| Pineridge Advisors LLC | 222 | $54.9K | 0.02% | +222 | New |
| Parkside Financial Bank & Trust | 223 | $55.1K | 0.01% | +10+4.7% | Added |
| Benjamin Edwards Inc | 225 | $56.0K | 0.01% | +13+6.1% | Added |
| Key Financial Inc | 227 | $56.1K | 0.02% | 00.0% | Unchanged |
| City State Bank | 250 | $62.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 270 | $66.8K | 0.02% | −20−6.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 270 | $66.8K | 0.04% | +270 | New |
| Compass Wealth Management LLC | 275 | $68.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 300 | $74.2K | 0.00% | −260−46.4% | Reduced |
| Umb Bank N A | 305 | $75.4K | 0.00% | −197−39.2% | Reduced |
| Rakuten Investment Management, Inc. | 304 | $75.9K | 0.00% | +304 | New |
| Glassman Wealth Services | 316 | $78.1K | 0.01% | +5+1.6% | Added |
| Farther Finance Advisors, LLC | 328 | $81.1K | 0.01% | +128+64.0% | Added |
| GWM Advisors LLC | 329 | $81.3K | 0.00% | +164+99.4% | Added |
| Piscataqua Savings Bank | 337 | $83.3K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 338 | $83.7K | 0.00% | +38+12.7% | Added |
| CVA Family Office, LLC | 345 | $85.3K | 0.02% | +345 | New |
| DT Investment Partners, LLC | 355 | $88.1K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 373 | $92.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 380 | $93.9K | 0.00% | +380 | New |
| Alta Advisers Ltd | 400 | $98.9K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $98.9K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 405 | $100.2K | 0.01% | +255+170.0% | Added |
| Arlington Trust Co LLC | 410 | $101.4K | 0.03% | −14,560−97.3% | Reduced |
| Peoples Bank | 425 | $105.1K | 0.08% | −50−10.5% | Reduced |
| Pflug Koory, LLC | 430 | $106.3K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 435 | $107.6K | 0.00% | −17−3.8% | Reduced |
| IFP Advisors, Inc | 474 | $117.3K | 0.01% | −73−13.3% | Reduced |
| Lindbrook Capital, LLC | 497 | $122.9K | 0.01% | +101+25.5% | Added |
| Global Retirement Partners, LLC | 504 | $124.1K | 0.01% | +412+447.8% | Added |
| Westpac Banking Corp | 553 | $136.8K | 0.01% | 00.0% | Unchanged |
| Tobam | 568 | $140.0K | 0.01% | +154+37.2% | Added |
| Principal Securities, Inc. | 581 | $143.7K | 0.01% | +581 | New |
| Sentry Investment Management LLC | 642 | $159.0K | 0.07% | −69−9.7% | Reduced |
| Rothschild Investment LLC | 646 | $159.7K | 0.01% | +646 | New |
| Delta Asset Management LLC | 663 | $164.0K | 0.02% | +573+636.7% | Added |
| Whittier Trust Co | 669 | $165.4K | 0.00% | −34−4.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 740 | $183.0K | 0.00% | −3,723−83.4% | Reduced |
| Eagle Bay Advisors LLC | 748 | $185.0K | 0.12% | +331+79.4% | Added |
| GAMMA Investing LLC | 764 | $186.7K | 0.05% | +764 | New |
| AJOVista, LLC | 765 | $189.2K | 0.24% | +765 | New |
| Concord Wealth Partners | 793 | $196.1K | 0.04% | +64+8.8% | Added |
| Paradigm Asset Management Co LLC | 800 | $197.8K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 809 | $200.1K | 0.00% | +809 | New |
| Conning Inc. | 810 | $200.3K | 0.01% | +810 | New |
| Boston Trust Walden Corp | 816 | $201.8K | 0.00% | +816 | New |
| ISAM Funds (UK) Ltd | 844 | $208.7K | 0.15% | +844 | New |
| Sierra Summit Advisors LLC | 845 | $209.0K | 0.06% | +845 | New |
| Lakeshore Financial Planning, Inc. | 847 | $209.5K | 0.12% | +847 | New |
| Private Advisor Group, LLC | 847 | $209.5K | 0.00% | +847 | New |
| Apeiron RIA LLC | 850 | $210.2K | 0.07% | +850 | New |
| Advus Financial Partners, LLC | 869 | $214.9K | 0.07% | +869 | New |
| GeoWealth Management, LLC | 873 | $216.0K | 0.02% | +873 | New |
| Desjardins Global Asset Management Inc. | 889 | $219.9K | 0.02% | +12+1.4% | Added |
| Venture Visionary Partners LLC | 893 | $220.8K | 0.01% | +893 | New |
| J.W. Cole Advisors, Inc. | 900 | $222.6K | 0.01% | +900 | New |
| Checchi Capital Advisers, LLC | 914 | $226.0K | 0.02% | +914 | New |
| Ci Investments Inc. | 919 | $227.0K | 0.00% | −52−5.4% | Reduced |
| National Asset Management, Inc. | 931 | $230.2K | 0.01% | −517−35.7% | Reduced |
| MPS Loria Financial Planners, LLC | 944 | $233.4K | 0.08% | +944 | New |
| D.A. Davidson & Co. | 954 | $236.0K | 0.00% | +954 | New |
| Trust Co of the South | 964 | $238.4K | 0.06% | +964 | New |
| Salem Investment Counselors Inc | 986 | $243.8K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 988 | $244.3K | 0.00% | +988 | New |
| Independent Advisor Alliance | 991 | $245.0K | 0.01% | +991 | New |
| Edge Capital Group, LLC | 1,000 | $247.3K | 0.01% | −180−15.3% | Reduced |
| Washington Trust Bank | 1,000 | $247.3K | 0.02% | +1,000 | New |
| Auxier Asset Management | 1,000 | $247.3K | 0.04% | +1,000 | New |
| Nadler Financial Group, Inc. | 1,000 | $247.3K | 0.03% | +1,000 | New |
| Clarus Group, Inc. | 1,000 | $247.3K | 0.19% | +1,000 | New |
| Ferguson Wellman Capital Management, Inc | 1,003 | $248.0K | 0.01% | +1,003 | New |
| Jump Financial, LLC | 1,004 | $248.3K | 0.01% | −2,545−71.7% | Reduced |
| Clarius Group, LLC | 1,005 | $248.5K | 0.02% | −121−10.7% | Reduced |
| Glenview Trust Co | 1,005 | $248.5K | 0.01% | +1,005 | New |
| Thrive Wealth Management, LLC | 1,013 | $250.5K | 0.06% | +1,013 | New |
| Summit Financial, LLC | 1,015 | $251.0K | 0.02% | +1,015 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $256.0K | 0.01% | +1,036 | New |
| Point72 Europe (London) LLP | 1,038 | $256.7K | 0.03% | +1,038 | New |
| Wetherby Asset Management Inc | 1,041 | $257.4K | 0.01% | −299−22.3% | Reduced |
| Everett Harris & Co | 1,045 | $258.4K | 0.00% | +1,045 | New |
| Palogic Value Management, L.P. | 1,053 | $260.4K | 0.12% | +1,053 | New |
| Cannon Financial Strategists, Inc. | 1,061 | $262.4K | 0.06% | −41−3.7% | Reduced |
| GSB Wealth Management, LLC | 1,069 | $264.3K | 0.08% | +1,069 | New |
| Austin Private Wealth, LLC | 1,070 | $264.6K | 0.03% | +1,070 | New |