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
- 729
- +67 vs. Q3 2023
- Shares held
- 119.4M
- +620.9K (+0.5%) vs. Q3 2023
- Total value
- $29.5B
- +$7.76B (+35.7%) vs. Q3 2023
- New holders
- 125
- 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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 6,166 | $1.52M | 0.17% | −21−0.3% | Reduced |
| Builder Investment Group Inc | 6,153 | $1.52M | 0.55% | −55−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,101 | $1.51M | 0.00% | +301+5.2% | Added |
| TownSquare Capital, LLC | 6,100 | $1.51M | 0.03% | +980+19.1% | Added |
| Allspring Global Investments Holdings, LLC | 6,093 | $1.51M | 0.00% | −1,959−24.3% | Reduced |
| Capital Investment Advisors, LLC | 6,024 | $1.49M | 0.04% | +2,941+95.4% | Added |
| Cetera Investment Advisers | 6,013 | $1.49M | 0.01% | +230+4.0% | Added |
| Pegasus Partners Ltd. | 5,976 | $1.48M | 0.17% | −788−11.6% | Reduced |
| Fiduciary Trust Co | 5,946 | $1.47M | 0.02% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 5,966 | $1.46M | 0.61% | 00.0% | Unchanged |
| waypoint wealth counsel | 5,849 | $1.45M | 1.23% | +5,849 | New |
| Crossmark Global Holdings, Inc. | 5,822 | $1.44M | 0.03% | +13+0.2% | Added |
| AXS Investments LLC | 5,737 | $1.42M | 0.34% | −291−4.8% | Reduced |
| Cerity Partners LLC | 5,717 | $1.41M | 0.00% | +3,123+120.4% | Added |
| Teacher Retirement System of Texas | 5,638 | $1.39M | 0.01% | −3,864−40.7% | Reduced |
| Ieq Capital, LLC | 5,543 | $1.37M | 0.02% | −611−9.9% | Reduced |
| Bridgewater Associates, LP | 5,410 | $1.34M | 0.01% | +5,410 | New |
| Intech Investment Management LLC | 5,251 | $1.30M | 0.02% | −2,388−31.3% | Reduced |
| Univest Financial Corp | 5,250 | $1.30M | 0.38% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 5,230 | $1.29M | 0.13% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,175 | $1.28M | 0.01% | −75−1.4% | Reduced |
| Bridgefront Capital, LLC | 5,150 | $1.27M | 0.96% | +5,150 | New |
| Metis Global Partners, LLC | 5,095 | $1.26M | 0.05% | −371−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,018 | $1.24M | 0.02% | +1,248+33.1% | Added |
| Metropolitan Life Insurance Co | 5,016 | $1.24M | 0.06% | −61−1.2% | Reduced |
| Premier Path Wealth Partners, LLC | 4,968 | $1.24M | 0.27% | +4,968 | New |
| 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 |
| Synovus Financial Corp | 4,993 | $1.23M | 0.02% | −1,040−17.2% | Reduced |
| Wealthfront Advisers LLC | 4,945 | $1.22M | 0.00% | −308−5.9% | Reduced |
| Fort Washington Investment Advisors Inc | 4,857 | $1.20M | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 4,849 | $1.20M | 0.01% | −159−3.2% | Reduced |
| Assetmark, Inc | 4,841 | $1.20M | 0.00% | +793+19.6% | Added |
| Prudential PLC | 4,786 | $1.18M | 0.01% | +652+15.8% | Added |
| CX Institutional | 4,651 | $1.15M | 0.06% | +436+10.3% | Added |
| AE Wealth Management LLC | 4,634 | $1.14M | 0.01% | +229+5.2% | Added |
| Kestra Advisory Services, LLC | 4,600 | $1.14M | 0.01% | −46−1.0% | Reduced |
| Mercer Global Advisors Inc | 4,558 | $1.13M | 0.00% | +460+11.2% | Added |
| E. Ohman J:or Asset Management AB | 4,500 | $1.11M | 0.04% | −1,200−21.1% | Reduced |
| FDx Advisors, Inc. | 4,490 | $1.11M | 0.09% | +2,483+123.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,390 | $1.09M | 0.08% | −140−3.1% | Reduced |
| Norinchukin Bank, The | 4,373 | $1.08M | 0.03% | −515−10.5% | Reduced |
| Brighton Jones LLC | 4,360 | $1.08M | 0.05% | −27−0.6% | Reduced |
| Advisor OS, LLC | 4,333 | $1.07M | 0.14% | −215−4.7% | Reduced |
| Quantinno Capital Management LP | 4,310 | $1.07M | 0.04% | +382+9.7% | Added |
| Donaldson Capital Management, LLC | 4,289 | $1.06M | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,273 | $1.06M | 0.10% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,241 | $1.05M | 0.07% | +31+0.7% | Added |
| HRT Financial LP | 4,220 | $1.04M | 0.01% | +4,220 | New |
| Panagora Asset Management Inc | 4,202 | $1.04M | 0.01% | 00.0% | Unchanged |
| Sonen Capital LLC | 4,201 | $1.04M | 1.97% | +387+10.1% | Added |
| Credit Agricole S A | 4,186 | $1.04M | 0.02% | +3,032+262.7% | Added |
| Accretive Wealth Partners, LLC | 4,145 | $1.03M | 0.49% | +14+0.3% | Added |
| Linscomb & Williams, Inc. | 4,097 | $1.01M | 0.06% | +359+9.6% | Added |
| 1832 Asset Management L.P. | 4,028 | $996.1K | 0.00% | −268,966−98.5% | Reduced |
| Nwam LLC | 4,014 | $992.6K | 0.08% | +6+0.1% | Added |
| Novak & Powell Financial Services, Inc. | 3,932 | $972.2K | 0.65% | +3,932 | New |
| Advisors Capital Management, LLC | 3,927 | $971.0K | 0.02% | −33−0.8% | Reduced |
| Guggenheim Capital LLC | 3,919 | $969.1K | 0.01% | +244+6.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,900 | $964.4K | 0.03% | +27+0.7% | Added |
| Community Bank, N.A. | 3,750 | $927.3K | 0.12% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,709 | $917.2K | 0.01% | +3,709 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,644 | $901.1K | 0.01% | +134+3.8% | Added |
| Integrated Wealth Concepts LLC | 3,623 | $895.9K | 0.01% | −242−6.3% | Reduced |
| Fiduciary Group LLC | 3,623 | $895.9K | 0.10% | −170−4.5% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $890.2K | 0.06% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $890.0K | 0.35% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,509 | $868.0K | 0.07% | +1,167+49.8% | Added |
| Park Avenue Securities LLC | 3,474 | $859.0K | 0.01% | +278+8.7% | Added |
| Triangle Securities Wealth Management | 3,398 | $840.3K | 0.26% | +5+0.1% | Added |
| Beacon Pointe Advisors, LLC | 3,353 | $829.1K | 0.01% | −32−0.9% | Reduced |
| Squarepoint Ops LLC | 3,339 | $825.7K | 0.00% | −179,863−98.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $821.5K | 0.16% | +1,382+71.2% | Added |
| Sit Investment Associates Inc | 3,310 | $819.0K | 0.02% | −190−5.4% | Reduced |
| Ostrum Asset Management | 3,252 | $804.2K | 0.07% | +13+0.4% | Added |
| Everpar Advisors LLC | 3,241 | $801.5K | 0.37% | +3,241 | New |
| Tokio Marine Asset Management Co Ltd | 3,208 | $793.3K | 0.04% | −104−3.1% | Reduced |
| FJ Investments, LLC | 3,200 | $791.3K | 0.04% | +3,200 | New |
| Connectus Wealth, LLC | 3,197 | $790.8K | 0.02% | +6+0.2% | Added |
| PFC Capital Group, Inc. | 3,195 | $790.0K | 0.47% | +3,195 | New |
| Hennion & Walsh Asset Management, Inc. | 3,184 | $787.4K | 0.05% | −1,145−26.4% | Reduced |
| Gratus Capital LLC | 3,175 | $785.1K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 3,173 | $784.7K | 0.07% | +210+7.1% | Added |
| iA Global Asset Management Inc. | 3,147 | $778.0K | 0.02% | −1,075−25.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,132 | $774.6K | 0.01% | −91−2.8% | Reduced |
| Spinnaker Trust | 3,125 | $772.8K | 0.05% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,113 | $769.8K | 0.14% | −10−0.3% | Reduced |
| AQR Capital Management LLC | 3,088 | $763.7K | 0.00% | +3,088 | New |
| Huntington National Bank | 3,078 | $761.2K | 0.01% | −17−0.5% | Reduced |
| Northern Oak Wealth Management Inc | 3,070 | $759.2K | 0.09% | −661−17.7% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $750.3K | 0.45% | 00.0% | Unchanged |
| Ossiam | 3,003 | $742.6K | 0.01% | −20−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 2,966 | $733.5K | 0.01% | +315+11.9% | Added |
| Friedenthal Financial | 2,957 | $731.2K | 0.48% | +2,957 | New |
| Degroof Petercam Asset Management | 2,935 | $725.8K | 0.01% | +2,935 | New |
| Fifth Third Bancorp | 2,905 | $718.4K | 0.00% | +85+3.0% | Added |
| Aberdeen Wealth Management LLC | 2,900 | $717.1K | 0.52% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,854 | $705.8K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,852 | $705.3K | 0.01% | −7−0.2% | Reduced |
| Financial Counselors Inc | 2,836 | $701.3K | 0.01% | −12−0.4% | Reduced |