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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.

Institutional holdersQ4 2023: 729 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 698 institutionsQ2 2022: 634 institutionsQ3 2022: 626 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 686 institutionsQ3 2023: 670 institutionsQ4 2023: 729 institutionsQ1 2024: 769 institutionsQ2 2024: 760 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ4 2023: $29.5B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024760$29.3B
Q1 2024769$31.6B
Q4 2023729$29.5B
Q3 2023670$21.7B
Q2 2023686$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022626$19.9B
Q2 2022634$20.6B
Q1 2022698$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2023.

Institutions holding EFX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services316$78.1K0.01%+5+1.6%Added
Rakuten Investment Management, Inc.304$75.9K0.00%+304New
Umb Bank N A305$75.4K0.00%−197−39.2%Reduced
Osterweis Capital Management Inc300$74.2K0.00%−260−46.4%Reduced
Compass Wealth Management LLC275$68.0K0.02%00.0%Unchanged
Versant Capital Management, Inc270$66.8K0.02%−20−6.9%Reduced
Pension & Wealth Management Advisors, Inc.270$66.8K0.04%+270New
City State Bank250$62.0K0.03%00.0%Unchanged
Key Financial Inc227$56.1K0.02%00.0%Unchanged
Benjamin Edwards Inc225$56.0K0.01%+13+6.1%Added
Parkside Financial Bank & Trust223$55.1K0.01%+10+4.7%Added
Pineridge Advisors LLC222$54.9K0.02%+222New
Spire Wealth Management221$54.1K0.00%+25+12.8%Added
Cape Investment Advisory, Inc.212$52.4K0.03%+12+6.0%Added
Clearstead Advisors, LLC201$49.7K0.00%−72−26.4%Reduced
ORG Partners LLC199$49.2K0.01%+199New
Cedar Wealth Management, LLC194$48.0K0.02%+14+7.8%Added
Geneos Wealth Management Inc.193$47.8K0.00%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd180$45.0K0.05%−19−9.5%Reduced
Turtle Creek Wealth Advisors, LLC165$40.8K0.01%+165New
Global X Japan Co., Ltd.157$38.8K0.02%+157New
Ancora Advisors, LLC150$37.0K0.00%−1,827−92.4%Reduced
Householder Group Estate & Retirement Specialist, LLC150$37.0K0.01%00.0%Unchanged
Horizon Bancorp Inc144$36.0K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC143$35.3K0.01%00.0%Unchanged
MV Capital Management, Inc.137$33.9K0.00%+14+11.4%Added
Venturi Wealth Management, LLC136$33.6K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.132$33.0K0.02%+132New
Caldwell Trust Co126$31.2K0.00%00.0%Unchanged
Atlas Capital Advisors LLC125$30.9K0.00%00.0%Unchanged
Leonteq Securities AG117$28.9K0.00%+106+963.6%Added
Creative Financial Designs Inc114$28.2K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC112$28.0K0.00%00.0%Unchanged
Addison Advisors LLC111$27.4K0.01%00.0%Unchanged
Raffa Wealth Management, LLC107$26.5K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc106$26.2K0.00%−135−56.0%Reduced
TD Waterhouse Canada Inc.111$26.0K0.00%−24−17.8%Reduced
McClarren Financial Advisors, Inc.100$25.0K0.02%+1+1.0%Added
Wetzel Investment Advisors, Inc.100$25.0K0.02%+100New
Optimum Investment Advisors100$24.7K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$24.7K0.01%+100New
SRS Capital Advisors, Inc.97$24.0K0.00%+3+3.2%Added
Smithfield Trust Co99$23.0K0.00%−100−50.3%Reduced
Private Wealth Management Group, LLC87$21.5K0.01%+87New
Scarborough Advisors, LLC87$21.5K0.00%+87New
LM Advisors LLC85$21.0K0.00%+85New
HHM Wealth Advisors, LLC83$20.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc82$20.3K0.00%00.0%Unchanged
Park Place Capital Corp73$18.1K0.01%00.0%Unchanged
West Paces Advisors Inc.72$17.8K0.01%−14−16.3%Reduced
Proequities, Inc.70$17.3K0.00%+5+7.7%Added
TSFG, LLC70$17.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group66$16.3K0.01%00.0%Unchanged
Harbour Investments, Inc.66$16.3K0.00%+8+13.8%Added
Covestor Ltd65$16.0K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC62$15.3K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.84$15.0K0.00%+48+133.3%Added
McIlrath & Eck, LLC53$13.1K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.54$13.0K0.00%+16+42.1%Added
Cambridge Trust Co50$12.4K0.00%00.0%Unchanged
First Horizon Advisors, Inc.49$12.1K0.00%+10+25.6%Added
Bell Investment Advisors, Inc48$11.9K0.00%−8−14.3%Reduced
Johnson Financial Group, Inc.47$11.6K0.00%+47New
GW&K Investment Management, LLC46$11.0K0.00%+5+12.2%Added
Rocky Mountain Advisers, LLC42$10.4K0.00%00.0%Unchanged
Solstein Capital, LLC42$10.4K0.01%00.0%Unchanged
Larson Financial Group LLC42$10.4K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC39$9.61K0.00%−8−17.0%Reduced
Core Alternative Capital37$9.16K0.00%−7−15.9%Reduced
Financial Management Professionals, Inc.36$9.00K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC34$8.41K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC31$7.68K0.00%−209−87.1%Reduced
M&R Capital Management Inc31$7.67K0.00%00.0%Unchanged
AdvisorNet Financial, Inc30$7.42K0.00%+15+100.0%Added
FSA Wealth Management LLC27$7.00K0.00%+27New
Moisand Fitzgerald Tamayo, LLC28$6.92K0.00%−15−34.9%Reduced
Zions Bancorporation, N.A.26$6.43K0.00%+3+13.0%Added
Lazard Asset Management LLC26$6.00K0.00%+3+13.0%Added
Valley National Advisers Inc27$6.00K0.00%+12+80.0%Added
Fortitude Family Office, LLC23$5.69K0.00%+23New
Bokf, NA22$5.44K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC21$5.19K0.00%+2+10.5%Added
Smartleaf Asset Management LLC20$4.99K0.00%+20New
Abound Wealth Management19$4.76K0.00%+4+26.7%Added
Bruce G. Allen Investments, LLC18$4.45K0.00%+18New
VisionPoint Advisory Group, LLC17$4.20K0.00%+17New
Harbor Investment Advisory, LLC16$3.96K0.00%00.0%Unchanged
Red Tortoise LLC16$3.96K0.00%00.0%Unchanged
Laffer Tengler Investments15$3.71K0.00%+15New
State of Wyoming14$3.46K0.00%+1+7.7%Added
SJS Investment Consulting Inc.13$3.21K0.00%+2+18.2%Added
Baystate Wealth Management LLC12$3.03K0.00%+12New
NBC Securities, Inc.13$3.00K0.00%00.0%Unchanged
MCF Advisors LLC10$2.47K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$2.47K0.00%+10New
Sachetta, LLC9$2.23K0.00%+9New
Dunhill Financial, LLC8$2.04K0.00%+8New
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
Avion Wealth10$2.00K0.00%+10New
Raleigh Capital Management Inc.8$1.98K0.00%−84−91.3%Reduced