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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, Q1 2024

Institutional positions in Equifax Inc as of Mar 31, 2024. 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
770
+48 vs. Q4 2023
Shares held
118.2M
−1.03M (−0.9%) vs. Q4 2023
Total value
$31.6B
+$2.13B (+7.2%) vs. Q4 2023
New holders
95
266 more added
Sold out
47
260 more reduced

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 770 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 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 heldQ1 2024: $31.6B
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 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2023.

Institutions holding EFX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$30.00%0Unchanged
Impact Partnership Wealth, LLC0$150.00%−31−100.0%Reduced
American Capital Advisory, LLC0$210.00%0Unchanged
Global Assets Advisory, LLC17,730$680.00%+17,730New
Adirondack Trust Co1$2670.00%+1New
Aspect Partners, LLC1$2680.00%−5−83.3%Reduced
Hollencrest Capital Management1$2680.00%+1New
Cornerstone Planning Group LLC2$4550.00%00.0%Unchanged
Highline Wealth Partners LLC2$5350.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$5360.00%00.0%Unchanged
Valued Wealth Advisors LLC3$8030.00%00.0%Unchanged
Group One Trading, L.P.3$8030.00%+3New
Core Alternative Capital4$1.07K0.00%−33−89.2%Reduced
Gradient Investments LLC4$1.07K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$1.07K0.00%00.0%Unchanged
True Wealth Design, LLC4$1.07K0.00%+2+100.0%Added
Wolff Wiese Magana LLC5$1.34K0.00%00.0%Unchanged
Jones Financial Companies LLLP5$1.34K0.00%+5New
WR Wealth Planners, LLC5$1.34K0.00%+5New
Vermillion & White Wealth Management Group, LLC5$1.34K0.00%00.0%Unchanged
North Star Investment Management Corp.6$1.60K0.00%00.0%Unchanged
Central Trust Co6$1.61K0.00%+6New
TFC Financial Management7$1.88K0.00%+1+16.7%Added
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
Pineridge Advisors LLC8$2.14K0.00%−214−96.4%Reduced
Quent Capital, LLC8$2.14K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC8$2.14K0.00%+2+33.3%Added
Sachetta, LLC9$2.23K0.00%00.0%Unchanged
Leonteq Securities AG9$2.41K0.00%−108−92.3%Reduced
DiNuzzo Private Wealth, Inc.9$2.41K0.00%−1−10.0%Reduced
Dunhill Financial, LLC10$2.63K0.00%+2+25.0%Added
Criterion Capital Advisors, LLC10$2.68K0.00%+10New
MCF Advisors LLC11$2.94K0.00%+1+10.0%Added
NBC Securities, Inc.13$3.00K0.00%00.0%Unchanged
Meeder Asset Management Inc14$3.75K0.00%+14New
Concord Wealth Partners16$4.28K0.00%−777−98.0%Reduced
Harbor Investment Advisory, LLC16$4.28K0.00%00.0%Unchanged
Red Tortoise LLC16$4.28K0.00%00.0%Unchanged
State of Wyoming16$4.28K0.00%+2+14.3%Added
VisionPoint Advisory Group, LLC17$4.55K0.00%00.0%Unchanged
Avion Wealth16$5.00K0.00%+6+60.0%Added
Abound Wealth Management20$5.35K0.00%+1+5.3%Added
Prestige Wealth Management Group LLC21$5.62K0.00%00.0%Unchanged
Bokf, NA23$6.00K0.00%+1+4.5%Added
Fortitude Family Office, LLC23$6.15K0.00%00.0%Unchanged
Zions Bancorporation, N.A.26$6.96K0.00%00.0%Unchanged
FSA Wealth Management LLC27$7.22K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$7.49K0.00%00.0%Unchanged
Ransom Advisory, Ltd28$7.49K0.00%+28New
Creative Financial Designs Inc30$8.03K0.00%−84−73.7%Reduced
JFS Wealth Advisors, LLC33$8.79K0.00%−6−15.4%Reduced
Valley National Advisers Inc35$9.00K0.00%+8+29.6%Added
Cherry Tree Wealth Management, LLC34$9.10K0.00%00.0%Unchanged
Cambridge Trust Co41$11.0K0.00%−9−18.0%Reduced
Rocky Mountain Advisers, LLC42$11.2K0.00%00.0%Unchanged
Solstein Capital, LLC42$11.2K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.42$11.2K0.00%−42−50.0%Reduced
GW&K Investment Management, LLC46$12.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.47$12.6K0.00%−2−4.1%Reduced
Johnson Financial Group, Inc.47$12.6K0.00%00.0%Unchanged
Fernwood Investment Management, LLC49$13.1K0.00%+49New
Bell Investment Advisors, Inc51$13.6K0.00%+3+6.3%Added
Continuum Advisory, LLC58$13.9K0.00%+58New
McIlrath & Eck, LLC53$14.2K0.00%00.0%Unchanged
Crewe Advisors LLC55$14.7K0.00%+55New
Covestor Ltd65$17.0K0.01%00.0%Unchanged
Raleigh Capital Management Inc.65$17.4K0.01%+57+712.5%Added
Global X Japan Co., Ltd.66$17.7K0.00%−91−58.0%Reduced
Oliver Lagore Vanvalin Investment Group66$17.7K0.01%00.0%Unchanged
Proequities, Inc.70$18.7K0.00%00.0%Unchanged
Tortoise Investment Management, LLC71$19.0K0.00%+71New
West Paces Advisors Inc.72$19.3K0.01%00.0%Unchanged
Park Place Capital Corp73$19.5K0.01%00.0%Unchanged
EnRich Financial Partners LLC79$21.1K0.01%+79New
Geneos Wealth Management Inc.80$21.4K0.00%−113−58.5%Reduced
Annis Gardner Whiting Capital Advisors, LLC80$21.4K0.01%+18+29.0%Added
Rise Advisors, LLC80$21.4K0.01%+80New
Farmers & Merchants Investments Inc82$21.9K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC83$22.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC87$23.3K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.110$23.9K0.01%+10+10.0%Added
Colonial Trust Advisors95$25.4K0.00%+92+3,066.7%Added
Spire Wealth Management97$25.9K0.00%−124−56.1%Reduced
SRS Capital Advisors, Inc.97$25.9K0.00%00.0%Unchanged
Smithfield Trust Co99$26.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$26.8K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$26.8K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.101$27.0K0.02%+1+1.0%Added
AdvisorNet Financial, Inc104$27.8K0.00%+74+246.7%Added
Whittier Trust Co of Nevada Inc106$28.4K0.00%00.0%Unchanged
Raffa Wealth Management, LLC107$28.6K0.01%00.0%Unchanged
Addison Advisors LLC111$29.7K0.01%00.0%Unchanged
EntryPoint Capital, LLC111$29.7K0.03%+111New
Umb Bank N A112$30.0K0.00%−193−63.3%Reduced
Capital Advisors, Ltd. LLC113$30.0K0.00%+1+0.9%Added
TD Waterhouse Canada Inc.119$30.4K0.00%+8+7.2%Added
Ofi Invest Asset Management124$30.7K0.00%+124New
Global Retirement Partners, LLC120$32.0K0.00%−384−76.2%Reduced
SJS Investment Consulting Inc.122$32.6K0.01%+109+838.5%Added