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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,085 | $516.0K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,091 | $517.1K | 0.10% | −313−13.0% | Reduced |
| Sawtooth Solutions, LLC | 2,127 | $525.9K | 0.01% | −48−2.2% | Reduced |
| Bleakley Financial Group, LLC | 2,134 | $527.6K | 0.02% | −41−1.9% | Reduced |
| GTS Securities LLC | 2,175 | $537.9K | 0.01% | +453+26.3% | Added |
| Janney Capital Management LLC | 2,214 | $548.0K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,233 | $552.3K | 0.08% | +507+29.4% | Added |
| Chicago Partners Investment Group LLC | 2,250 | $556.8K | 0.03% | −2,037−47.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,263 | $559.6K | 0.05% | −272−10.7% | Reduced |
| Allworth Financial LP | 2,274 | $562.3K | 0.00% | −34−1.5% | Reduced |
| Keybank National Association | 2,287 | $565.6K | 0.00% | +185+8.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $587.0K | 0.01% | +150+6.7% | Added |
| Impax Asset Management Group plc | 2,463 | $609.1K | 0.00% | −426−14.7% | Reduced |
| LifePlan Financial, LLC | 2,475 | $612.0K | 0.61% | +2,475 | New |
| Vestcor Inc | 2,485 | $615.0K | 0.02% | −25−1.0% | Reduced |
| Financial Advisory Corp | 2,487 | $615.0K | 0.28% | +390+18.6% | Added |
| Cyndeo Wealth Partners, LLC | 2,498 | $617.7K | 0.06% | +26+1.1% | Added |
| Doheny Asset Management | 2,500 | $618.0K | 0.61% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,575 | $636.8K | 0.06% | +1,229+91.3% | Added |
| Paloma Partners Management Co | 2,596 | $642.0K | 0.11% | +2,596 | New |
| Bamco Inc | 2,600 | $643.0K | 0.00% | +300+13.0% | Added |
| Athena Investment Management | 2,626 | $649.4K | 0.42% | −7−0.3% | Reduced |
| Highland Capital Management, LLC | 2,666 | $659.3K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 2,700 | $667.7K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,726 | $674.1K | 0.38% | +31+1.2% | Added |
| Public Sector Pension Investment Board | 2,779 | $687.2K | 0.01% | −10,371−78.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,784 | $688.5K | 0.00% | −111−3.8% | Reduced |
| Strategy Asset Managers LLC | 2,788 | $689.4K | 0.16% | +2,788 | New |
| Eagle Ridge Investment Management | 2,828 | $699.3K | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,836 | $701.3K | 0.01% | −12−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,852 | $705.3K | 0.01% | −7−0.2% | Reduced |
| Bowen Hanes & Co Inc | 2,854 | $705.8K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,900 | $717.1K | 0.52% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,905 | $718.4K | 0.00% | +85+3.0% | Added |
| Degroof Petercam Asset Management | 2,935 | $725.8K | 0.01% | +2,935 | New |
| Friedenthal Financial | 2,957 | $731.2K | 0.48% | +2,957 | New |
| Silvercrest Asset Management Group LLC | 2,966 | $733.5K | 0.01% | +315+11.9% | Added |
| Ossiam | 3,003 | $742.6K | 0.01% | −20−0.7% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $750.3K | 0.45% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,070 | $759.2K | 0.09% | −661−17.7% | Reduced |
| Huntington National Bank | 3,078 | $761.2K | 0.01% | −17−0.5% | Reduced |
| AQR Capital Management LLC | 3,088 | $763.7K | 0.00% | +3,088 | New |
| LVW Advisors, LLC | 3,113 | $769.8K | 0.14% | −10−0.3% | Reduced |
| Spinnaker Trust | 3,125 | $772.8K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,132 | $774.6K | 0.01% | −91−2.8% | Reduced |
| iA Global Asset Management Inc. | 3,147 | $778.0K | 0.02% | −1,075−25.5% | Reduced |
| Veriti Management LLC | 3,173 | $784.7K | 0.07% | +210+7.1% | Added |
| Gratus Capital LLC | 3,175 | $785.1K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,184 | $787.4K | 0.05% | −1,145−26.4% | Reduced |
| PFC Capital Group, Inc. | 3,195 | $790.0K | 0.47% | +3,195 | New |
| Connectus Wealth, LLC | 3,197 | $790.8K | 0.02% | +6+0.2% | Added |
| FJ Investments, LLC | 3,200 | $791.3K | 0.04% | +3,200 | New |
| Tokio Marine Asset Management Co Ltd | 3,208 | $793.3K | 0.04% | −104−3.1% | Reduced |
| Everpar Advisors LLC | 3,241 | $801.5K | 0.37% | +3,241 | New |
| Ostrum Asset Management | 3,252 | $804.2K | 0.07% | +13+0.4% | Added |
| Sit Investment Associates Inc | 3,310 | $819.0K | 0.02% | −190−5.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $821.5K | 0.16% | +1,382+71.2% | Added |
| Squarepoint Ops LLC | 3,339 | $825.7K | 0.00% | −179,863−98.2% | Reduced |
| Beacon Pointe Advisors, LLC | 3,353 | $829.1K | 0.01% | −32−0.9% | Reduced |
| Triangle Securities Wealth Management | 3,398 | $840.3K | 0.26% | +5+0.1% | Added |
| Park Avenue Securities LLC | 3,474 | $859.0K | 0.01% | +278+8.7% | Added |
| Virtu Financial LLC | 3,509 | $868.0K | 0.07% | +1,167+49.8% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $890.0K | 0.35% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $890.2K | 0.06% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,623 | $895.9K | 0.10% | −170−4.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,623 | $895.9K | 0.01% | −242−6.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,644 | $901.1K | 0.01% | +134+3.8% | Added |
| Nomura Holdings Inc | 3,709 | $917.2K | 0.01% | +3,709 | New |
| Community Bank, N.A. | 3,750 | $927.3K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,900 | $964.4K | 0.03% | +27+0.7% | Added |
| Guggenheim Capital LLC | 3,919 | $969.1K | 0.01% | +244+6.6% | Added |
| Advisors Capital Management, LLC | 3,927 | $971.0K | 0.02% | −33−0.8% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,932 | $972.2K | 0.65% | +3,932 | New |
| Nwam LLC | 4,014 | $992.6K | 0.08% | +6+0.1% | Added |
| 1832 Asset Management L.P. | 4,028 | $996.1K | 0.00% | −268,966−98.5% | Reduced |
| Linscomb & Williams, Inc. | 4,097 | $1.01M | 0.06% | +359+9.6% | Added |
| Accretive Wealth Partners, LLC | 4,145 | $1.03M | 0.49% | +14+0.3% | Added |
| Credit Agricole S A | 4,186 | $1.04M | 0.02% | +3,032+262.7% | Added |
| Sonen Capital LLC | 4,201 | $1.04M | 1.97% | +387+10.1% | Added |
| Panagora Asset Management Inc | 4,202 | $1.04M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 4,220 | $1.04M | 0.01% | +4,220 | New |
| Empirical Finance, LLC | 4,241 | $1.05M | 0.07% | +31+0.7% | Added |
| Monticello Wealth Management, LLC | 4,273 | $1.06M | 0.10% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,289 | $1.06M | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,310 | $1.07M | 0.04% | +382+9.7% | Added |
| Advisor OS, LLC | 4,333 | $1.07M | 0.14% | −215−4.7% | Reduced |
| Brighton Jones LLC | 4,360 | $1.08M | 0.05% | −27−0.6% | Reduced |
| Norinchukin Bank, The | 4,373 | $1.08M | 0.03% | −515−10.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,390 | $1.09M | 0.08% | −140−3.1% | Reduced |
| FDx Advisors, Inc. | 4,490 | $1.11M | 0.09% | +2,483+123.7% | Added |
| E. Ohman J:or Asset Management AB | 4,500 | $1.11M | 0.04% | −1,200−21.1% | Reduced |
| Mercer Global Advisors Inc | 4,558 | $1.13M | 0.00% | +460+11.2% | Added |
| Kestra Advisory Services, LLC | 4,600 | $1.14M | 0.01% | −46−1.0% | Reduced |
| AE Wealth Management LLC | 4,634 | $1.14M | 0.01% | +229+5.2% | Added |
| CX Institutional | 4,651 | $1.15M | 0.06% | +436+10.3% | Added |
| Prudential PLC | 4,786 | $1.18M | 0.01% | +652+15.8% | Added |
| Assetmark, Inc | 4,841 | $1.20M | 0.00% | +793+19.6% | Added |
| Regions Financial Corp | 4,849 | $1.20M | 0.01% | −159−3.2% | Reduced |
| Fort Washington Investment Advisors Inc | 4,857 | $1.20M | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,945 | $1.22M | 0.00% | −308−5.9% | Reduced |