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 |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 18,528 | $4.58M | 0.94% | −25−0.1% | Reduced |
| Allianz Asset Management GmbH | 18,019 | $4.46M | 0.01% | −2,790−13.4% | Reduced |
| Commerce Bank | 17,718 | $4.38M | 0.03% | +90+0.5% | Added |
| Varma Mutual Pension Insurance Co | 17,600 | $4.35M | 0.05% | −5,400−23.5% | Reduced |
| Sentry LLC | 17,315 | $4.28M | 0.91% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 17,258 | $4.27M | 1.42% | +69+0.4% | Added |
| Agf Management Ltd | 16,971 | $4.20M | 0.02% | +250+1.5% | Added |
| HB Wealth Management, LLC | 16,956 | $4.19M | 0.06% | +809+5.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,745 | $4.14M | 0.01% | −1,532−8.4% | Reduced |
| Yousif Capital Management, LLC | 16,649 | $4.12M | 0.05% | −728−4.2% | Reduced |
| Mutual of America Capital Management LLC | 16,534 | $4.09M | 0.05% | −686−4.0% | Reduced |
| Janus Henderson Group PLC | 16,429 | $4.07M | 0.00% | −94−0.6% | Reduced |
| ProShare Advisors LLC | 16,232 | $4.01M | 0.01% | −1,476−8.3% | Reduced |
| Captrust Financial Advisors | 16,013 | $3.96M | 0.01% | −2,888−15.3% | Reduced |
| NewEdge Wealth, LLC | 15,943 | $3.94M | 0.10% | +561+3.6% | Added |
| Swiss Life Asset Management Ltd | 15,913 | $3.94M | 0.05% | +8,139+104.7% | Added |
| CIBC World Markets Corp | 15,846 | $3.92M | 0.02% | +9,073+134.0% | Added |
| Vestmark Advisory Solutions, Inc. | 15,818 | $3.91M | 0.20% | +486+3.2% | Added |
| Thompson Investment Management, Inc. | 15,700 | $3.88M | 0.62% | −763−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 15,561 | $3.85M | 0.05% | +4,380+39.2% | Added |
| Qube Research & Technologies Ltd | 15,429 | $3.82M | 0.01% | −81,321−84.1% | Reduced |
| Brown Capital Management LLC | 15,391 | $3.81M | 0.06% | −190−1.2% | Reduced |
| Arlington Partners LLC | 15,045 | $3.72M | 1.07% | +75+0.5% | Added |
| Crawford Investment Counsel Inc | 14,781 | $3.66M | 0.07% | −351−2.3% | Reduced |
| Legacy Advisors, LLC | 14,545 | $3.60M | 0.46% | −1,066−6.8% | Reduced |
| Bank of Nova Scotia | 14,491 | $3.58M | 0.01% | +5,248+56.8% | Added |
| Nissay Asset Management Corp | 14,461 | $3.58M | 0.03% | +533+3.8% | Added |
| MML Investors Services, LLC | 14,319 | $3.54M | 0.02% | +175+1.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,315 | $3.54M | 0.31% | +117+0.8% | Added |
| British Columbia Investment Management Corp | 14,133 | $3.49M | 0.03% | +3,023+27.2% | Added |
| Commonwealth Equity Services, LLC | 14,044 | $3.47M | 0.01% | −437−3.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,700 | $3.39M | 0.47% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,677 | $3.38M | 0.02% | −554−3.9% | Reduced |
| Olstein Capital Management, L.P. | 13,500 | $3.34M | 0.56% | −17,500−56.5% | Reduced |
| Mariner, LLC | 13,447 | $3.33M | 0.01% | +424+3.3% | Added |
| US Bancorp | 13,369 | $3.31M | 0.00% | +683+5.4% | Added |
| State of Alaska, Department of Revenue | 13,306 | $3.29M | 0.04% | −1,280−8.8% | Reduced |
| Crestline Management, LP | 13,238 | $3.27M | 0.30% | +13,238 | New |
| SG Americas Securities, LLC | 13,039 | $3.22M | 0.04% | −6,208−32.3% | Reduced |
| SYSTM Wealth Solutions LLC | 12,541 | $3.10M | 0.43% | −670−5.1% | Reduced |
| Rafferty Asset Management, LLC | 12,342 | $3.05M | 0.01% | +600+5.1% | Added |
| Hillman Capital Management, Inc. | 12,038 | $2.98M | 1.03% | 00.0% | Unchanged |
| 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 |
| Atria Investments LLC | 11,694 | $2.89M | 0.04% | +2,212+23.3% | Added |
| Assenagon Asset Management S.A. | 11,627 | $2.88M | 0.01% | +9,844+552.1% | Added |
| TD Private Client Wealth LLC | 11,391 | $2.82M | 0.10% | −569−4.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,322 | $2.80M | 0.04% | +249+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,160 | $2.76M | 0.01% | −1,981−15.1% | Reduced |
| Ethic Inc. | 11,085 | $2.74M | 0.08% | +3,560+47.3% | Added |
| Daiwa Securities Group Inc. | 11,077 | $2.74M | 0.02% | +705+6.8% | Added |
| Ycg, LLC | 11,000 | $2.72M | 0.23% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 10,740 | $2.66M | 0.07% | +475+4.6% | Added |
| 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 |
| Teachers Retirement System of the State of Kentucky | 10,550 | $2.61M | 0.02% | −471−4.3% | Reduced |
| Annandale Capital, LLC | 10,375 | $2.57M | 0.60% | +7,828+307.3% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,300 | $2.55M | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,227 | $2.53M | 0.01% | −27,539−72.9% | Reduced |
| Gulf International Bank (UK) Ltd | 10,049 | $2.48M | 0.07% | −1,368−12.0% | Reduced |
| Burney Co | 10,039 | $2.48M | 0.10% | −40−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,018 | $2.48M | 0.01% | +1,052+11.7% | Added |
| RBF Capital, LLC | 10,000 | $2.47M | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,890 | $2.45M | 0.01% | +4,233+74.8% | Added |
| Kentucky Retirement Systems | 9,859 | $2.44M | 0.08% | −287−2.8% | Reduced |
| Oregon Public Employees Retirement Fund | 9,611 | $2.38M | 0.04% | +147+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 9,595 | $2.37M | 0.11% | +227+2.4% | Added |
| Nordea Investment Management AB | 9,532 | $2.36M | 0.00% | −448−4.5% | Reduced |
| Maryland State Retirement & Pension System | 9,304 | $2.30M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 9,278 | $2.29M | 0.01% | −39−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,012 | $2.23M | 0.14% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 8,957 | $2.21M | 0.23% | −580−6.1% | Reduced |
| Northwest Investment Counselors, LLC | 8,954 | $2.21M | 0.59% | +195+2.2% | Added |
| South Dakota Investment Council | 8,885 | $2.20M | 0.05% | +3,100+53.6% | Added |
| Cornerstone Wealth Management, LLC | 8,738 | $2.16M | 0.19% | −18−0.2% | Reduced |
| Hartford Investment Management Co | 8,308 | $2.05M | 0.08% | −57−0.7% | Reduced |
| Pathstone Holdings, LLC | 8,248 | $2.04M | 0.01% | +8,248 | New |
| Shell Asset Management Co | 8,203 | $2.03M | 0.09% | −8,557−51.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,200 | $2.03M | 0.24% | 00.0% | Unchanged |
| AIA Group Ltd | 7,917 | $1.96M | 0.08% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 7,895 | $1.95M | 0.02% | −1,684−17.6% | Reduced |
| Securian Asset Management, Inc | 7,774 | $1.92M | 0.05% | −988−11.3% | Reduced |
| Cetera Advisor Networks LLC | 7,701 | $1.90M | 0.01% | +1,346+21.2% | Added |
| Thrivent Financial for Lutherans | 7,577 | $1.87M | 0.00% | +767+11.3% | Added |
| Louisiana State Employees Retirement System | 7,500 | $1.85M | 0.04% | −100−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 7,389 | $1.83M | 0.01% | −75−1.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 7,276 | $1.80M | 0.07% | +7,276 | New |
| Wellington Shields & Co., LLC | 7,229 | $1.79M | 0.66% | −136−1.8% | Reduced |
| Rockland Trust Co | 7,200 | $1.78M | 0.10% | 00.0% | Unchanged |
| Moore Capital Management, LP | 7,167 | $1.77M | 0.04% | +7,167 | New |
| Schroder Investment Management Group | 7,096 | $1.75M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,036 | $1.74M | 0.02% | −57,667−89.1% | Reduced |
| Cresset Asset Management, LLC | 7,004 | $1.73M | 0.01% | −160−2.2% | Reduced |
| American Century Companies Inc | 6,675 | $1.65M | 0.00% | −319−4.6% | Reduced |
| JustInvest LLC | 6,638 | $1.64M | 0.04% | −1,343−16.8% | Reduced |
| Exchange Capital Management, Inc. | 6,588 | $1.63M | 0.29% | +1,825+38.3% | Added |
| Seven Eight Capital, LP | 6,555 | $1.62M | 0.19% | −2,635−28.7% | Reduced |
| New Mexico Educational Retirement Board | 6,405 | $1.58M | 0.06% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 6,287 | $1.55M | 0.60% | −2,267−26.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,188 | $1.53M | 0.19% | 00.0% | Unchanged |