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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 123 | $32.9K | 0.00% | +123 | New |
| Atlas Capital Advisors LLC | 125 | $33.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 126 | $33.7K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 132 | $35.0K | 0.02% | −12−8.3% | Reduced |
| MV Capital Management, Inc. | 140 | $37.5K | 0.00% | +3+2.2% | Added |
| Glen Eagle Advisors, LLC | 143 | $38.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 145 | $38.8K | 0.00% | +9+6.6% | Added |
| Harbour Investments, Inc. | 147 | $39.3K | 0.00% | +81+122.7% | Added |
| Geo Capital Gestora de Recursos Ltd | 151 | $40.0K | 0.05% | −29−16.1% | Reduced |
| Ancora Advisors, LLC | 150 | $40.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $40.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 184 | $45.0K | 0.00% | −17−8.5% | Reduced |
| Compass Wealth Management LLC | 200 | $53.5K | 0.01% | −75−27.3% | Reduced |
| Cape Investment Advisory, Inc. | 200 | $53.5K | 0.03% | −12−5.7% | Reduced |
| Larson Financial Group LLC | 201 | $53.8K | 0.00% | +159+378.6% | Added |
| First Financial Corp | 209 | $55.9K | 0.03% | +209 | New |
| Osterweis Capital Management Inc | 210 | $56.2K | 0.00% | −90−30.0% | Reduced |
| Parkside Financial Bank & Trust | 224 | $59.9K | 0.01% | +1+0.4% | Added |
| Key Financial Inc | 227 | $60.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 233 | $61.1K | 0.01% | +213+1,065.0% | Added |
| Benjamin Edwards Inc | 231 | $62.0K | 0.01% | +6+2.7% | Added |
| City State Bank | 250 | $67.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 263 | $70.4K | 0.01% | −2,000−88.4% | Reduced |
| Capstone Investment Advisors, LLC | 263 | $70.4K | 0.00% | +263 | New |
| Versant Capital Management, Inc | 270 | $72.2K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 280 | $74.9K | 0.00% | +278+13,900.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 279 | $75.0K | 0.00% | +225+416.7% | Added |
| GWM Advisors LLC | 321 | $85.9K | 0.00% | −8−2.4% | Reduced |
| Piscataqua Savings Bank | 341 | $91.2K | 0.08% | +4+1.2% | Added |
| Farther Finance Advisors, LLC | 350 | $91.3K | 0.01% | +22+6.7% | Added |
| CVA Family Office, LLC | 347 | $92.8K | 0.02% | +2+0.6% | Added |
| DT Investment Partners, LLC | 355 | $95.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 397 | $106.0K | 0.02% | +24+6.4% | Added |
| Alta Advisers Ltd | 400 | $107.0K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 403 | $107.8K | 0.03% | +3+0.8% | Added |
| Trust Co of Vermont | 405 | $108.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 442 | $109.3K | 0.00% | +442 | New |
| Arlington Trust Co LLC | 410 | $109.7K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 415 | $111.0K | 0.09% | −10−2.4% | Reduced |
| Parallel Advisors, LLC | 420 | $112.5K | 0.00% | +82+24.3% | Added |
| Pflug Koory, LLC | 430 | $115.0K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 437 | $116.9K | 0.00% | +2+0.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 450 | $120.5K | 0.08% | +180+66.7% | Added |
| IFP Advisors, Inc | 461 | $123.4K | 0.01% | −13−2.7% | Reduced |
| Lindbrook Capital, LLC | 508 | $135.9K | 0.01% | +11+2.2% | Added |
| GeoWealth Management, LLC | 563 | $150.6K | 0.01% | −310−35.5% | Reduced |
| Penserra Capital Management LLC | 568 | $151.0K | 0.00% | −544−48.9% | Reduced |
| Westpac Banking Corp | 580 | $155.2K | 0.01% | +27+4.9% | Added |
| Eagle Bay Advisors LLC | 596 | $159.4K | 0.10% | −152−20.3% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $160.5K | 0.04% | −200−25.0% | Reduced |
| Principal Securities, Inc. | 632 | $169.1K | 0.01% | +51+8.8% | Added |
| Sentry Investment Management LLC | 642 | $172.0K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 663 | $177.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 665 | $177.9K | 0.01% | +19+2.9% | Added |
| Whittier Trust Co | 669 | $179.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 749 | $200.4K | 0.03% | +749 | New |
| Sequoia Financial Advisors, LLC | 757 | $202.4K | 0.00% | −1,203−61.4% | Reduced |
| First Trust Investment Solutions L.P. | 757 | $202.5K | 0.04% | +757 | New |
| AJOVista, LLC | 765 | $204.7K | 0.55% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 766 | $204.9K | 0.01% | −398−34.2% | Reduced |
| 9258 Wealth Management, LLC | 773 | $206.8K | 0.03% | +773 | New |
| Scotia Capital Inc. | 775 | $207.3K | 0.00% | +775 | New |
| Northeast Investment Management | 776 | $207.6K | 0.01% | +776 | New |
| Seed Wealth Management, Inc. | 800 | $208.6K | 0.20% | +800 | New |
| Great Lakes Advisors, LLC | 783 | $209.5K | 0.00% | +783 | New |
| Kestra Private Wealth Services, LLC | 785 | $209.9K | 0.00% | +785 | New |
| Snowden Capital Advisors LLC | 786 | $210.3K | 0.01% | +786 | New |
| Yoder Wealth Management, Inc. | 791 | $211.6K | 0.14% | +791 | New |
| Stephens Inc | 797 | $213.2K | 0.00% | +797 | New |
| Sterling Investment Counsel, LLC | 800 | $214.0K | 0.10% | +800 | New |
| Ipswich Investment Management Co., Inc. | 804 | $215.1K | 0.05% | +804 | New |
| Johnson Investment Counsel Inc | 809 | $216.4K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 810 | $216.7K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 811 | $217.0K | 0.01% | +811 | New |
| Boston Trust Walden Corp | 816 | $218.3K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 829 | $221.8K | 0.00% | +829 | New |
| Welch Group, LLC | 831 | $222.3K | 0.01% | +831 | New |
| Avantax Advisory Services, Inc. | 833 | $222.9K | 0.00% | +833 | New |
| Lakeshore Financial Planning, Inc. | 847 | $226.6K | 0.11% | 00.0% | Unchanged |
| Apeiron RIA LLC | 850 | $227.4K | 0.07% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 856 | $229.0K | 0.07% | −13−1.5% | Reduced |
| Venture Visionary Partners LLC | 893 | $238.9K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 902 | $241.3K | 0.01% | +2+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 908 | $242.9K | 0.00% | +908 | New |
| Clarius Group, LLC | 920 | $246.1K | 0.02% | −85−8.5% | Reduced |
| Summit Financial, LLC | 921 | $246.4K | 0.01% | −94−9.3% | Reduced |
| Armistice Capital, LLC | 933 | $249.6K | 0.01% | +933 | New |
| Koshinski Asset Management, Inc. | 934 | $249.9K | 0.03% | +934 | New |
| MPS Loria Financial Planners, LLC | 944 | $252.5K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 947 | $253.3K | 0.02% | +33+3.6% | Added |
| Trust Co of the South | 963 | $257.6K | 0.06% | −1−0.1% | Reduced |
| Modera Wealth Management, LLC | 973 | $260.4K | 0.00% | +973 | New |
| GAMMA Investing LLC | 978 | $261.6K | 0.05% | +214+28.0% | Added |
| Salem Investment Counselors Inc | 986 | $263.8K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 991 | $265.1K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,448 | $265.2K | 0.01% | +517+55.5% | Added |
| Douglass Winthrop Advisors, LLC | 1,000 | $267.5K | 0.01% | −400−28.6% | Reduced |
| Auxier Asset Management | 1,000 | $267.5K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $267.5K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $267.5K | 0.19% | 00.0% | Unchanged |