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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 2,828 | $699.3K | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,788 | $689.4K | 0.16% | +2,788 | New |
| Raymond James Financial Services Advisors, Inc. | 2,784 | $688.5K | 0.00% | −111−3.8% | Reduced |
| Public Sector Pension Investment Board | 2,779 | $687.2K | 0.01% | −10,371−78.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,726 | $674.1K | 0.38% | +31+1.2% | Added |
| Alberta Investment Management Corp | 2,700 | $667.7K | 0.01% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,666 | $659.3K | 0.04% | 00.0% | Unchanged |
| Athena Investment Management | 2,626 | $649.4K | 0.42% | −7−0.3% | Reduced |
| Bamco Inc | 2,600 | $643.0K | 0.00% | +300+13.0% | Added |
| Paloma Partners Management Co | 2,596 | $642.0K | 0.11% | +2,596 | New |
| NEOS Investment Management LLC | 2,575 | $636.8K | 0.06% | +1,229+91.3% | Added |
| Doheny Asset Management | 2,500 | $618.0K | 0.61% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,498 | $617.7K | 0.06% | +26+1.1% | Added |
| 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 |
| LifePlan Financial, LLC | 2,475 | $612.0K | 0.61% | +2,475 | New |
| Impax Asset Management Group plc | 2,463 | $609.1K | 0.00% | −426−14.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $587.0K | 0.01% | +150+6.7% | Added |
| Keybank National Association | 2,287 | $565.6K | 0.00% | +185+8.8% | Added |
| Allworth Financial LP | 2,274 | $562.3K | 0.00% | −34−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,263 | $559.6K | 0.05% | −272−10.7% | Reduced |
| Chicago Partners Investment Group LLC | 2,250 | $556.8K | 0.03% | −2,037−47.5% | Reduced |
| Atomi Financial Group, Inc. | 2,233 | $552.3K | 0.08% | +507+29.4% | Added |
| Janney Capital Management LLC | 2,214 | $548.0K | 0.04% | 00.0% | Unchanged |
| GTS Securities LLC | 2,175 | $537.9K | 0.01% | +453+26.3% | Added |
| Bleakley Financial Group, LLC | 2,134 | $527.6K | 0.02% | −41−1.9% | Reduced |
| Sawtooth Solutions, LLC | 2,127 | $525.9K | 0.01% | −48−2.2% | Reduced |
| NWF Advisory Services Inc. | 2,091 | $517.1K | 0.10% | −313−13.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,085 | $516.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,075 | $513.1K | 0.05% | −70−3.3% | Reduced |
| CAPROCK Group, Inc. | 2,067 | $511.3K | 0.03% | +772+59.6% | Added |
| Wedmont Private Capital | 2,058 | $507.0K | 0.04% | +6+0.3% | Added |
| Wedgewood Investors Inc | 2,025 | $500.8K | 0.62% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,022 | $499.9K | 0.00% | +48+2.4% | Added |
| Knollwood Investment Advisory, LLC | 2,017 | $498.8K | 0.10% | +2,017 | New |
| BBR Partners, LLC | 2,000 | $494.6K | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,991 | $492.4K | 0.13% | −27−1.3% | Reduced |
| Natixis Investment Managers International | 1,985 | $490.9K | 0.03% | +1,135+133.5% | Added |
| Sequoia Financial Advisors, LLC | 1,960 | $484.8K | 0.01% | +1,960 | New |
| Diversified Trust Co | 1,940 | $479.7K | 0.02% | +97+5.3% | Added |
| Heritage Wealth Management, LLC | 1,935 | $478.6K | 0.26% | +1,935 | New |
| First Manhattan Co | 1,926 | $476.5K | 0.00% | +16+0.8% | Added |
| Lincoln National Corp | 1,921 | $475.0K | 0.01% | +602+45.6% | Added |
| Manchester Capital Management LLC | 1,912 | $472.8K | 0.06% | +10+0.5% | Added |
| Bragg Financial Advisors, Inc | 1,880 | $464.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $464.4K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,864 | $460.9K | 0.03% | +1,864 | New |
| K.J. Harrison & Partners Inc | 1,860 | $460.0K | 0.08% | +1,860 | New |
| Quadrant Capital Group LLC | 1,838 | $454.5K | 0.04% | +40+2.2% | Added |
| Brown Brothers Harriman & Co | 1,838 | $454.5K | 0.00% | +1,802+5,005.6% | Added |
| Peapack Gladstone Financial Corp | 1,821 | $450.0K | 0.01% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 1,800 | $445.1K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,794 | $443.6K | 0.05% | −200−10.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,789 | $442.5K | 0.01% | −3−0.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,785 | $441.4K | 0.16% | +4+0.2% | Added |
| NorthRock Partners, LLC | 1,773 | $438.4K | 0.02% | +487+37.9% | Added |
| Correct Capital Wealth Management | 1,751 | $433.0K | 0.11% | +1,751 | New |
| Vontobel Holding Ltd. | 1,746 | $431.8K | 0.00% | −12−0.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,731 | $428.1K | 0.01% | −7−0.4% | Reduced |
| HM Payson & Co | 1,716 | $424.4K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,623 | $424.0K | 0.03% | +1,623 | New |
| Horizon Investments, LLC | 1,711 | $423.1K | 0.01% | +35+2.1% | Added |
| Profund Advisors LLC | 1,666 | $412.0K | 0.02% | +255+18.1% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $408.0K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,648 | $407.5K | 0.01% | −5−0.3% | Reduced |
| Trust Co of Virginia | 1,600 | $395.7K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,555 | $384.5K | 0.00% | −3,147−66.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,551 | $383.8K | 0.04% | +30+2.0% | Added |
| Private Trust Co NA | 1,536 | $379.8K | 0.04% | +1+0.1% | Added |
| XTX Topco Ltd | 1,531 | $378.6K | 0.08% | −1,386−47.5% | Reduced |
| Greenleaf Trust | 1,507 | $372.7K | 0.00% | +61+4.2% | Added |
| Vident Advisory, LLC | 1,506 | $372.4K | 0.01% | −31−2.0% | Reduced |
| TrueWealth Advisors, LLC | 1,505 | $372.2K | 0.14% | −45−2.9% | Reduced |
| Washington Trust Co | 1,500 | $370.9K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $370.9K | 0.32% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,499 | $370.7K | 0.02% | +150+11.1% | Added |
| Strategic Blueprint, LLC | 1,495 | $369.7K | 0.03% | −90−5.7% | Reduced |
| Pitcairn Co | 1,494 | $369.5K | 0.03% | −12−0.8% | Reduced |
| Toroso Investments, LLC | 1,492 | $369.0K | 0.01% | +69+4.8% | Added |
| SNS Financial Group, LLC | 1,479 | $365.7K | 0.04% | +6+0.4% | Added |
| ING Groep NV | 1,469 | $363.3K | 0.00% | −637−30.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,466 | $362.5K | 0.04% | −57−3.7% | Reduced |
| Oxford Financial Group Ltd | 1,462 | $361.5K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,452 | $359.1K | 0.01% | +1,452 | New |
| Empowered Funds, LLC | 1,431 | $353.9K | 0.01% | +1,431 | New |
| Ameritas Investment Partners, Inc. | 1,416 | $350.2K | 0.01% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,413 | $349.4K | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,403 | $346.9K | 0.02% | −27−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,400 | $346.2K | 0.01% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 1,389 | $343.5K | 0.02% | +1,389 | New |
| Axxcess Wealth Management, LLC | 1,388 | $343.2K | 0.01% | −40−2.8% | Reduced |
| CWM, LLC | 1,350 | $334.0K | 0.00% | +446+49.3% | Added |
| Symmetry Partners, LLC | 1,336 | $333.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,331 | $329.1K | 0.08% | +1,331 | New |
| Siemens Fonds Invest GmbH | 1,329 | $328.6K | 0.03% | +1,329 | New |
| Apollon Wealth Management, LLC | 1,316 | $325.5K | 0.01% | −487−27.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $325.0K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 1,314 | $324.9K | 0.03% | +193+17.2% | Added |
| Wesbanco Bank Inc | 1,304 | $322.5K | 0.02% | −2,326−64.1% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $321.5K | 0.02% | 00.0% | Unchanged |