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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 4,993 | $1.23M | 0.02% | −1,040−17.2% | Reduced |
| PDT Partners, LLC | 5,000 | $1.24M | 0.14% | −493−9.0% | Reduced |
| Cullinan Associates Inc | 5,000 | $1.24M | 0.07% | +5,000 | New |
| Premier Path Wealth Partners, LLC | 4,968 | $1.24M | 0.27% | +4,968 | New |
| Metropolitan Life Insurance Co | 5,016 | $1.24M | 0.06% | −61−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,018 | $1.24M | 0.02% | +1,248+33.1% | Added |
| Metis Global Partners, LLC | 5,095 | $1.26M | 0.05% | −371−6.8% | Reduced |
| Bridgefront Capital, LLC | 5,150 | $1.27M | 0.96% | +5,150 | New |
| Wolverine Trading, LLC | 5,175 | $1.28M | 0.01% | −75−1.4% | Reduced |
| First Financial Bank - Trust Division | 5,230 | $1.29M | 0.13% | 00.0% | Unchanged |
| Univest Financial Corp | 5,250 | $1.30M | 0.38% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,251 | $1.30M | 0.02% | −2,388−31.3% | Reduced |
| Bridgewater Associates, LP | 5,410 | $1.34M | 0.01% | +5,410 | New |
| Ieq Capital, LLC | 5,543 | $1.37M | 0.02% | −611−9.9% | Reduced |
| Teacher Retirement System of Texas | 5,638 | $1.39M | 0.01% | −3,864−40.7% | Reduced |
| Cerity Partners LLC | 5,717 | $1.41M | 0.00% | +3,123+120.4% | Added |
| AXS Investments LLC | 5,737 | $1.42M | 0.34% | −291−4.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,822 | $1.44M | 0.03% | +13+0.2% | Added |
| waypoint wealth counsel | 5,849 | $1.45M | 1.23% | +5,849 | New |
| Long Road Investment Counsel, LLC | 5,966 | $1.46M | 0.61% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,946 | $1.47M | 0.02% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 5,976 | $1.48M | 0.17% | −788−11.6% | Reduced |
| Cetera Investment Advisers | 6,013 | $1.49M | 0.01% | +230+4.0% | Added |
| Capital Investment Advisors, LLC | 6,024 | $1.49M | 0.04% | +2,941+95.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,093 | $1.51M | 0.00% | −1,959−24.3% | Reduced |
| TownSquare Capital, LLC | 6,100 | $1.51M | 0.03% | +980+19.1% | Added |
| CIBC Private Wealth Group, LLC | 6,101 | $1.51M | 0.00% | +301+5.2% | Added |
| Builder Investment Group Inc | 6,153 | $1.52M | 0.55% | −55−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,166 | $1.52M | 0.17% | −21−0.3% | Reduced |
| Wellington Shields Capital Management, LLC | 6,188 | $1.53M | 0.19% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 6,287 | $1.55M | 0.60% | −2,267−26.5% | Reduced |
| New Mexico Educational Retirement Board | 6,405 | $1.58M | 0.06% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,555 | $1.62M | 0.19% | −2,635−28.7% | Reduced |
| Exchange Capital Management, Inc. | 6,588 | $1.63M | 0.29% | +1,825+38.3% | Added |
| JustInvest LLC | 6,638 | $1.64M | 0.04% | −1,343−16.8% | Reduced |
| American Century Companies Inc | 6,675 | $1.65M | 0.00% | −319−4.6% | Reduced |
| Cresset Asset Management, LLC | 7,004 | $1.73M | 0.01% | −160−2.2% | Reduced |
| Tudor Investment Corp Et Al | 7,036 | $1.74M | 0.02% | −57,667−89.1% | Reduced |
| Schroder Investment Management Group | 7,096 | $1.75M | 0.00% | 00.0% | Unchanged |
| Moore Capital Management, LP | 7,167 | $1.77M | 0.04% | +7,167 | New |
| Rockland Trust Co | 7,200 | $1.78M | 0.10% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 7,229 | $1.79M | 0.66% | −136−1.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 7,276 | $1.80M | 0.07% | +7,276 | New |
| Candriam Luxembourg S.C.A. | 7,389 | $1.83M | 0.01% | −75−1.0% | Reduced |
| Louisiana State Employees Retirement System | 7,500 | $1.85M | 0.04% | −100−1.3% | Reduced |
| Thrivent Financial for Lutherans | 7,577 | $1.87M | 0.00% | +767+11.3% | Added |
| Cetera Advisor Networks LLC | 7,701 | $1.90M | 0.01% | +1,346+21.2% | Added |
| Securian Asset Management, Inc | 7,774 | $1.92M | 0.05% | −988−11.3% | Reduced |
| Capital Group Private Client Services, Inc. | 7,895 | $1.95M | 0.02% | −1,684−17.6% | Reduced |
| AIA Group Ltd | 7,917 | $1.96M | 0.08% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 8,200 | $2.03M | 0.24% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,203 | $2.03M | 0.09% | −8,557−51.1% | Reduced |
| Pathstone Holdings, LLC | 8,248 | $2.04M | 0.01% | +8,248 | New |
| Hartford Investment Management Co | 8,308 | $2.05M | 0.08% | −57−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 8,738 | $2.16M | 0.19% | −18−0.2% | Reduced |
| South Dakota Investment Council | 8,885 | $2.20M | 0.05% | +3,100+53.6% | Added |
| Northwest Investment Counselors, LLC | 8,954 | $2.21M | 0.59% | +195+2.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,957 | $2.21M | 0.23% | −580−6.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,012 | $2.23M | 0.14% | 00.0% | Unchanged |
| M&T Bank Corp | 9,278 | $2.29M | 0.01% | −39−0.4% | Reduced |
| Maryland State Retirement & Pension System | 9,304 | $2.30M | 0.05% | 00.0% | Unchanged |
| Nordea Investment Management AB | 9,532 | $2.36M | 0.00% | −448−4.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,595 | $2.37M | 0.11% | +227+2.4% | Added |
| Oregon Public Employees Retirement Fund | 9,611 | $2.38M | 0.04% | +147+1.6% | Added |
| Kentucky Retirement Systems | 9,859 | $2.44M | 0.08% | −287−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,890 | $2.45M | 0.01% | +4,233+74.8% | Added |
| RBF Capital, LLC | 10,000 | $2.47M | 0.15% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 10,018 | $2.48M | 0.01% | +1,052+11.7% | Added |
| Burney Co | 10,039 | $2.48M | 0.10% | −40−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 10,049 | $2.48M | 0.07% | −1,368−12.0% | Reduced |
| Pacer Advisors, Inc. | 10,227 | $2.53M | 0.01% | −27,539−72.9% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,300 | $2.55M | 0.05% | 00.0% | Unchanged |
| Annandale Capital, LLC | 10,375 | $2.57M | 0.60% | +7,828+307.3% | Added |
| Teachers Retirement System of the State of Kentucky | 10,550 | $2.61M | 0.02% | −471−4.3% | Reduced |
| Brinker Capital Investments, LLC | 10,720 | $2.64M | 0.03% | −2,818−20.8% | Reduced |
| Orion Portfolio Solutions, LLC | 10,720 | $2.64M | 0.03% | −2,818−20.8% | Reduced |
| Elo Mutual Pension Insurance Co | 10,740 | $2.66M | 0.07% | +475+4.6% | Added |
| Ycg, LLC | 11,000 | $2.72M | 0.23% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 11,077 | $2.74M | 0.02% | +705+6.8% | Added |
| Ethic Inc. | 11,085 | $2.74M | 0.08% | +3,560+47.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,160 | $2.76M | 0.01% | −1,981−15.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,322 | $2.80M | 0.04% | +249+2.2% | Added |
| TD Private Client Wealth LLC | 11,391 | $2.82M | 0.10% | −569−4.8% | Reduced |
| Assenagon Asset Management S.A. | 11,627 | $2.88M | 0.01% | +9,844+552.1% | Added |
| Atria Investments LLC | 11,694 | $2.89M | 0.04% | +2,212+23.3% | Added |
| Harbor Advisors LLC | 12,000 | $2.97M | 0.57% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 12,000 | $2.97M | 0.31% | +12,000 | New |
| Hillman Capital Management, Inc. | 12,038 | $2.98M | 1.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 12,342 | $3.05M | 0.01% | +600+5.1% | Added |
| SYSTM Wealth Solutions LLC | 12,541 | $3.10M | 0.43% | −670−5.1% | Reduced |
| SG Americas Securities, LLC | 13,039 | $3.22M | 0.04% | −6,208−32.3% | Reduced |
| Crestline Management, LP | 13,238 | $3.27M | 0.30% | +13,238 | New |
| State of Alaska, Department of Revenue | 13,306 | $3.29M | 0.04% | −1,280−8.8% | Reduced |
| US Bancorp | 13,369 | $3.31M | 0.00% | +683+5.4% | Added |
| Mariner, LLC | 13,447 | $3.33M | 0.01% | +424+3.3% | Added |
| Olstein Capital Management, L.P. | 13,500 | $3.34M | 0.56% | −17,500−56.5% | Reduced |
| Public Employees Retirement Association of Colorado | 13,677 | $3.38M | 0.02% | −554−3.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,700 | $3.39M | 0.47% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,044 | $3.47M | 0.01% | −437−3.0% | Reduced |
| British Columbia Investment Management Corp | 14,133 | $3.49M | 0.03% | +3,023+27.2% | Added |