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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 1,298 | $321.0K | 0.07% | 00.0% | Unchanged |
| Cetera Advisors LLC | 1,293 | $319.8K | 0.00% | +1,293 | New |
| Northwestern Mutual Wealth Management Co | 1,272 | $314.4K | 0.00% | +21+1.7% | Added |
| Lake Street Advisors Group, LLC | 1,263 | $312.4K | 0.02% | +1,263 | New |
| WSFS Capital Management, LLC | 1,260 | $311.6K | 0.02% | +1,260 | New |
| V-Square Quantitative Management LLC | 1,254 | $310.1K | 0.07% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,244 | $307.6K | 0.04% | −126−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,234 | $305.2K | 0.00% | +26+2.2% | Added |
| Integrated Advisors Network LLC | 1,233 | $304.9K | 0.02% | +1,233 | New |
| Wendell David Associates Inc | 1,200 | $297.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,190 | $294.3K | 0.00% | +290+32.2% | Added |
| Valeo Financial Advisors, LLC | 1,186 | $293.3K | 0.01% | +1,186 | New |
| Nicholas Hoffman & Company, LLC. | 1,164 | $288.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,164 | $287.8K | 0.00% | −147−11.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,157 | $286.1K | 0.17% | +2+0.2% | Added |
| Burt Wealth Advisors | 1,156 | $285.9K | 0.08% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,139 | $281.7K | 0.02% | −302−21.0% | Reduced |
| MJP Associates Inc | 1,137 | $281.2K | 0.07% | +1,137 | New |
| Personal Cfo Solutions, LLC | 1,132 | $280.1K | 0.05% | +1,132 | New |
| LongView Wealth Management | 1,147 | $279.1K | 0.12% | +1,147 | New |
| American Trust | 1,127 | $278.7K | 0.02% | −15−1.3% | Reduced |
| International Assets Investment Management, LLC | 1,121 | $277.1K | 0.04% | −200,061−99.4% | Reduced |
| Meridian Wealth Management, LLC | 1,116 | $276.1K | 0.02% | −1,080−49.2% | Reduced |
| Wealth Alliance | 1,112 | $275.0K | 0.04% | +5+0.5% | Added |
| Sabal Trust CO | 1,112 | $275.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,112 | $273.0K | 0.01% | −214−16.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $272.0K | 0.07% | 00.0% | Unchanged |
| Park National Corp | 1,100 | $272.0K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,084 | $268.1K | 0.07% | −9,616−89.9% | Reduced |
| Austin Private Wealth, LLC | 1,070 | $264.6K | 0.03% | +1,070 | New |
| GSB Wealth Management, LLC | 1,069 | $264.3K | 0.08% | +1,069 | New |
| Cannon Financial Strategists, Inc. | 1,061 | $262.4K | 0.06% | −41−3.7% | Reduced |
| Palogic Value Management, L.P. | 1,053 | $260.4K | 0.12% | +1,053 | New |
| Everett Harris & Co | 1,045 | $258.4K | 0.00% | +1,045 | New |
| Wetherby Asset Management Inc | 1,041 | $257.4K | 0.01% | −299−22.3% | Reduced |
| Point72 Europe (London) LLP | 1,038 | $256.7K | 0.03% | +1,038 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $256.0K | 0.01% | +1,036 | New |
| Summit Financial, LLC | 1,015 | $251.0K | 0.02% | +1,015 | New |
| Thrive Wealth Management, LLC | 1,013 | $250.5K | 0.06% | +1,013 | New |
| Clarius Group, LLC | 1,005 | $248.5K | 0.02% | −121−10.7% | Reduced |
| Glenview Trust Co | 1,005 | $248.5K | 0.01% | +1,005 | New |
| Jump Financial, LLC | 1,004 | $248.3K | 0.01% | −2,545−71.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,003 | $248.0K | 0.01% | +1,003 | New |
| Edge Capital Group, LLC | 1,000 | $247.3K | 0.01% | −180−15.3% | Reduced |
| Washington Trust Bank | 1,000 | $247.3K | 0.02% | +1,000 | New |
| Auxier Asset Management | 1,000 | $247.3K | 0.04% | +1,000 | New |
| Nadler Financial Group, Inc. | 1,000 | $247.3K | 0.03% | +1,000 | New |
| Clarus Group, Inc. | 1,000 | $247.3K | 0.19% | +1,000 | New |
| Independent Advisor Alliance | 991 | $245.0K | 0.01% | +991 | New |
| Ballentine Partners, LLC | 988 | $244.3K | 0.00% | +988 | New |
| Salem Investment Counselors Inc | 986 | $243.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of the South | 964 | $238.4K | 0.06% | +964 | New |
| D.A. Davidson & Co. | 954 | $236.0K | 0.00% | +954 | New |
| MPS Loria Financial Planners, LLC | 944 | $233.4K | 0.08% | +944 | New |
| National Asset Management, Inc. | 931 | $230.2K | 0.01% | −517−35.7% | Reduced |
| Ci Investments Inc. | 919 | $227.0K | 0.00% | −52−5.4% | Reduced |
| Checchi Capital Advisers, LLC | 914 | $226.0K | 0.02% | +914 | New |
| J.W. Cole Advisors, Inc. | 900 | $222.6K | 0.01% | +900 | New |
| Venture Visionary Partners LLC | 893 | $220.8K | 0.01% | +893 | New |
| Desjardins Global Asset Management Inc. | 889 | $219.9K | 0.02% | +12+1.4% | Added |
| GeoWealth Management, LLC | 873 | $216.0K | 0.02% | +873 | New |
| Apeiron RIA LLC | 850 | $210.2K | 0.07% | +850 | New |
| Private Advisor Group, LLC | 847 | $209.5K | 0.00% | +847 | New |
| Lakeshore Financial Planning, Inc. | 847 | $209.5K | 0.12% | +847 | New |
| Sierra Summit Advisors LLC | 845 | $209.0K | 0.06% | +845 | New |
| ISAM Funds (UK) Ltd | 844 | $208.7K | 0.15% | +844 | New |
| Boston Trust Walden Corp | 816 | $201.8K | 0.00% | +816 | New |
| Conning Inc. | 810 | $200.3K | 0.01% | +810 | New |
| Johnson Investment Counsel Inc | 809 | $200.1K | 0.00% | +809 | New |
| Paradigm Asset Management Co LLC | 800 | $197.8K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 793 | $196.1K | 0.04% | +64+8.8% | Added |
| AJOVista, LLC | 765 | $189.2K | 0.24% | +765 | New |
| GAMMA Investing LLC | 764 | $186.7K | 0.05% | +764 | New |
| Eagle Bay Advisors LLC | 748 | $185.0K | 0.12% | +331+79.4% | Added |
| Caisse de Depot Et Placement du Quebec | 740 | $183.0K | 0.00% | −3,723−83.4% | Reduced |
| Whittier Trust Co | 669 | $165.4K | 0.00% | −34−4.8% | Reduced |
| Delta Asset Management LLC | 663 | $164.0K | 0.02% | +573+636.7% | Added |
| Rothschild Investment LLC | 646 | $159.7K | 0.01% | +646 | New |
| Sentry Investment Management LLC | 642 | $159.0K | 0.07% | −69−9.7% | Reduced |
| Principal Securities, Inc. | 581 | $143.7K | 0.01% | +581 | New |
| Tobam | 568 | $140.0K | 0.01% | +154+37.2% | Added |
| Westpac Banking Corp | 553 | $136.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 504 | $124.1K | 0.01% | +412+447.8% | Added |
| Lindbrook Capital, LLC | 497 | $122.9K | 0.01% | +101+25.5% | Added |
| IFP Advisors, Inc | 474 | $117.3K | 0.01% | −73−13.3% | Reduced |
| Massmutual Trust Co FSB | 435 | $107.6K | 0.00% | −17−3.8% | Reduced |
| Pflug Koory, LLC | 430 | $106.3K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 425 | $105.1K | 0.08% | −50−10.5% | Reduced |
| Arlington Trust Co LLC | 410 | $101.4K | 0.03% | −14,560−97.3% | Reduced |
| Trust Co of Vermont | 405 | $100.2K | 0.01% | +255+170.0% | Added |
| Alta Advisers Ltd | 400 | $98.9K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $98.9K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 380 | $93.9K | 0.00% | +380 | New |
| Hanson & Doremus Investment Management | 373 | $92.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $88.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 345 | $85.3K | 0.02% | +345 | New |
| Parallel Advisors, LLC | 338 | $83.7K | 0.00% | +38+12.7% | Added |
| Piscataqua Savings Bank | 337 | $83.3K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 329 | $81.3K | 0.00% | +164+99.4% | Added |
| Farther Finance Advisors, LLC | 328 | $81.1K | 0.01% | +128+64.0% | Added |