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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
Quent Capital, LLC8$1.98K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC8$1.98K0.00%+8New
Exchange Traded Concepts, LLC7$1.73K0.00%+7New
TFC Financial Management6$1.49K0.00%−2−25.0%Reduced
North Star Investment Management Corp.6$1.48K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$1.48K0.00%00.0%Unchanged
Aspect Partners, LLC6$1.48K0.00%+6New
Vermillion & White Wealth Management Group, LLC5$1.24K0.00%+5New
Wolff Wiese Magana LLC5$1.24K0.00%+5New
Gradient Investments LLC4$9890.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$9890.00%00.0%Unchanged
Colonial Trust Advisors3$7420.00%+2+200.0%Added
Tucker Asset Management LLC3$7420.00%+3New
Valued Wealth Advisors LLC3$5500.00%+3New
Strategic Investment Solutions, Inc.2$5020.00%−124−98.4%Reduced
Sunbelt Securities, Inc.2$4950.00%−11−84.6%Reduced
Delos Wealth Advisors, LLC2$4950.00%00.0%Unchanged
True Wealth Design, LLC2$4950.00%00.0%Unchanged
Cornerstone Planning Group LLC2$4950.00%00.0%Unchanged
Highline Wealth Partners LLC2$4950.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$4950.00%+2New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$4940.00%00.0%Unchanged
Evermay Wealth Management LLC1$2480.00%+1New
Motco1$2470.00%00.0%Unchanged
Quest Partners LLC1$2470.00%+1New
American Capital Advisory, LLC0$250.00%0New
Dogwood Wealth Management LLC0$50.00%0New
Asset Dedication, LLC1$00.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
EdgePoint Investment Group Inc.0$00.00%−650,491−100.0%Sold out
FIL Ltd0$00.00%−82,500−100.0%Sold out
First Trust Advisors LP0$00.00%−52,403−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−36,600−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−22,396−100.0%Sold out
Twin Tree Management, LP0$00.00%−18,454−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−17,359−100.0%Sold out
Bradley Foster & Sargent Inc0$00.00%−10,308−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−10,349−100.0%Sold out
Quantbot Technologies LP0$00.00%−10,155−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−10,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−9,918−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−9,526−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−9,481−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−7,427−100.0%Sold out
STRS Ohio0$00.00%−6,695−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−5,243−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−4,823−100.0%Sold out
Maven Securities LTD0$00.00%−4,400−100.0%Sold out
Axq Capital, LP0$00.00%−3,900−100.0%Sold out
Bessemer Securities LLC0$00.00%−3,104−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,867−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,855−100.0%Sold out
Sciencast Management LP0$00.00%−2,600−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,425−100.0%Sold out
Machina Capital S.A.S.0$00.00%−2,409−100.0%Sold out
Neo Ivy Capital Management0$00.00%−2,372−100.0%Sold out
Vetamer Capital Management, L.P.0$00.00%−2,322−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−2,310−100.0%Sold out
Advanced Portfolio Management, LLC0$00.00%−2,282−100.0%Sold out
Credit Capital Investments LLC0$00.00%−2,124−100.0%Sold out
Trellis Wealth Advisors LLC0$00.00%−2,000−100.0%Sold out
Centiva Capital, LP0$00.00%−1,915−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−1,755−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−1,637−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,324−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,302−100.0%Sold out
Moody National Bank Trust Division0$00.00%−1,296−100.0%Sold out
Fortress Wealth Group, LLC0$00.00%−1,309−100.0%Sold out
MQS Management LLC0$00.00%−1,244−100.0%Sold out
Legacy Financial Group LLC0$00.00%−517−100.0%Sold out
Headlands Technologies LLC0$00.00%−368−100.0%Sold out
West Tower Group, LLC0$00.00%−281−100.0%Sold out
First Financial Corp0$00.00%−264−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−169−100.0%Sold out
Pacifica Partners Inc.0$00.00%−160−100.0%Sold out
Natixis0$00.00%−135−100.0%Sold out
GoalVest Advisory LLC0$00.00%−60−100.0%Sold out
Earnest Partners LLC0$00.00%−51−100.0%Sold out
Perkins Coie Trust Co0$00.00%−40−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−38−100.0%Sold out
Macroview Investment Management LLC0$00.00%−38−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−33−100.0%Sold out
Independence Bank of Kentucky0$00.00%−28−100.0%Sold out
American National Bank0$00.00%−12−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−5−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−2−100.0%Sold out
Central Trust Co0$00.00%−1−100.0%Sold out
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
First Republic Investment Management, Inc.––––Not filed
Bryn Mawr Trust Co––––Not filed
KB Financial Partners, LLC––––Not filed
Steward Financial Group LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Column Capital Advisors, LLC––––Not filed