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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
Qsemble Capital Management, LP1,084$268.1K0.07%−9,616−89.9%Reduced
Wiley Bros.-Aintree Capital, LLC1,100$272.0K0.07%00.0%Unchanged
Park National Corp1,100$272.0K0.01%00.0%Unchanged
Penserra Capital Management LLC1,112$273.0K0.01%−214−16.1%Reduced
Sabal Trust CO1,112$275.0K0.02%00.0%Unchanged
Wealth Alliance1,112$275.0K0.04%+5+0.5%Added
Meridian Wealth Management, LLC1,116$276.1K0.02%−1,080−49.2%Reduced
International Assets Investment Management, LLC1,121$277.1K0.04%−200,061−99.4%Reduced
American Trust1,127$278.7K0.02%−15−1.3%Reduced
LongView Wealth Management1,147$279.1K0.12%+1,147New
Personal Cfo Solutions, LLC1,132$280.1K0.05%+1,132New
MJP Associates Inc1,137$281.2K0.07%+1,137New
Telemus Capital, LLC1,139$281.7K0.02%−302−21.0%Reduced
Burt Wealth Advisors1,156$285.9K0.08%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.1,157$286.1K0.17%+2+0.2%Added
Lido Advisors, LLC1,164$287.8K0.00%−147−11.2%Reduced
Nicholas Hoffman & Company, LLC.1,164$288.0K0.02%00.0%Unchanged
Valeo Financial Advisors, LLC1,186$293.3K0.01%+1,186New
UniSuper Management Pty Ltd1,190$294.3K0.00%+290+32.2%Added
Wendell David Associates Inc1,200$297.0K0.03%00.0%Unchanged
Integrated Advisors Network LLC1,233$304.9K0.02%+1,233New
Steward Partners Investment Advisory, LLC1,234$305.2K0.00%+26+2.2%Added
Texas Capital Bank Wealth Management Services Inc1,244$307.6K0.04%−126−9.2%Reduced
V-Square Quantitative Management LLC1,254$310.1K0.07%00.0%Unchanged
WSFS Capital Management, LLC1,260$311.6K0.02%+1,260New
Lake Street Advisors Group, LLC1,263$312.4K0.02%+1,263New
Northwestern Mutual Wealth Management Co1,272$314.4K0.00%+21+1.7%Added
Cetera Advisors LLC1,293$319.8K0.00%+1,293New
Cigna Investments Inc1,298$321.0K0.07%00.0%Unchanged
Aureus Asset Management, LLC1,300$321.5K0.02%00.0%Unchanged
Wesbanco Bank Inc1,304$322.5K0.02%−2,326−64.1%Reduced
Syon Capital LLC1,314$324.9K0.03%+193+17.2%Added
Deroy & Devereaux Private Investment Counsel Inc1,315$325.0K0.02%00.0%Unchanged
Apollon Wealth Management, LLC1,316$325.5K0.01%−487−27.0%Reduced
Siemens Fonds Invest GmbH1,329$328.6K0.03%+1,329New
Fox Run Management, L.L.C.1,331$329.1K0.08%+1,331New
Symmetry Partners, LLC1,336$333.0K0.02%00.0%Unchanged
CWM, LLC1,350$334.0K0.00%+446+49.3%Added
Axxcess Wealth Management, LLC1,388$343.2K0.01%−40−2.8%Reduced
Steele Capital Management, Inc.1,389$343.5K0.02%+1,389New
Douglass Winthrop Advisors, LLC1,400$346.2K0.01%00.0%Unchanged
We Are One Seven, LLC1,403$346.9K0.02%−27−1.9%Reduced
Pettee Investors, Inc.1,413$349.4K0.15%00.0%Unchanged
Ameritas Investment Partners, Inc.1,416$350.2K0.01%00.0%Unchanged
Empowered Funds, LLC1,431$353.9K0.01%+1,431New
Coldstream Capital Management Inc1,452$359.1K0.01%+1,452New
Oxford Financial Group Ltd1,462$361.5K0.03%00.0%Unchanged
Meeder Advisory Services, Inc.1,466$362.5K0.04%−57−3.7%Reduced
ING Groep NV1,469$363.3K0.00%−637−30.2%Reduced
SNS Financial Group, LLC1,479$365.7K0.04%+6+0.4%Added
Toroso Investments, LLC1,492$369.0K0.01%+69+4.8%Added
Pitcairn Co1,494$369.5K0.03%−12−0.8%Reduced
Strategic Blueprint, LLC1,495$369.7K0.03%−90−5.7%Reduced
Meiji Yasuda Asset Management Co Ltd.1,499$370.7K0.02%+150+11.1%Added
Washington Trust Co1,500$370.9K0.01%00.0%Unchanged
Virginia Wealth Management Group, Inc.1,500$370.9K0.32%00.0%Unchanged
TrueWealth Advisors, LLC1,505$372.2K0.14%−45−2.9%Reduced
Vident Advisory, LLC1,506$372.4K0.01%−31−2.0%Reduced
Greenleaf Trust1,507$372.7K0.00%+61+4.2%Added
XTX Topco Ltd1,531$378.6K0.08%−1,386−47.5%Reduced
Private Trust Co NA1,536$379.8K0.04%+1+0.1%Added
EverSource Wealth Advisors, LLC1,551$383.8K0.04%+30+2.0%Added
Verition Fund Management LLC1,555$384.5K0.00%−3,147−66.9%Reduced
Trust Co of Virginia1,600$395.7K0.04%00.0%Unchanged
Williams Jones Wealth Management, LLC.1,648$407.5K0.01%−5−0.3%Reduced
Ironwood Investment Counsel, LLC1,650$408.0K0.08%00.0%Unchanged
Profund Advisors LLC1,666$412.0K0.02%+255+18.1%Added
Horizon Investments, LLC1,711$423.1K0.01%+35+2.1%Added
HighPoint Advisor Group LLC1,623$424.0K0.03%+1,623New
HM Payson & Co1,716$424.4K0.01%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC1,731$428.1K0.01%−7−0.4%Reduced
Vontobel Holding Ltd.1,746$431.8K0.00%−12−0.7%Reduced
Correct Capital Wealth Management1,751$433.0K0.11%+1,751New
NorthRock Partners, LLC1,773$438.4K0.02%+487+37.9%Added
Rappaport Reiches Capital Management, LLC1,785$441.4K0.16%+4+0.2%Added
Atria Wealth Solutions, Inc.1,789$442.5K0.01%−3−0.2%Reduced
CWM Advisors, LLC1,794$443.6K0.05%−200−10.0%Reduced
Shapiro Capital Management LLC1,800$445.1K0.01%00.0%Unchanged
Peapack Gladstone Financial Corp1,821$450.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co1,838$454.5K0.00%+1,802+5,005.6%Added
Quadrant Capital Group LLC1,838$454.5K0.04%+40+2.2%Added
K.J. Harrison & Partners Inc1,860$460.0K0.08%+1,860New
Ellevest, Inc.1,864$460.9K0.03%+1,864New
Washington Trust Advisors, Inc.1,878$464.4K0.04%00.0%Unchanged
Bragg Financial Advisors, Inc1,880$464.9K0.02%00.0%Unchanged
Manchester Capital Management LLC1,912$472.8K0.06%+10+0.5%Added
Lincoln National Corp1,921$475.0K0.01%+602+45.6%Added
First Manhattan Co1,926$476.5K0.00%+16+0.8%Added
Heritage Wealth Management, LLC1,935$478.6K0.26%+1,935New
Diversified Trust Co1,940$479.7K0.02%+97+5.3%Added
Sequoia Financial Advisors, LLC1,960$484.8K0.01%+1,960New
Natixis Investment Managers International1,985$490.9K0.03%+1,135+133.5%Added
Nicolet Bankshares Inc1,991$492.4K0.13%−27−1.3%Reduced
BBR Partners, LLC2,000$494.6K0.05%00.0%Unchanged
Knollwood Investment Advisory, LLC2,017$498.8K0.10%+2,017New
Davenport & Co LLC2,022$499.9K0.00%+48+2.4%Added
Wedgewood Investors Inc2,025$500.8K0.62%00.0%Unchanged
Wedmont Private Capital2,058$507.0K0.04%+6+0.3%Added
CAPROCK Group, Inc.2,067$511.3K0.03%+772+59.6%Added
Roundview Capital LLC2,075$513.1K0.05%−70−3.3%Reduced