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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 1,000 | $267.5K | 0.01% | +1,000 | New |
| Glenview Trust Co | 1,005 | $268.9K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,006 | $269.1K | 0.01% | +3+0.3% | Added |
| Austin Private Wealth, LLC | 1,070 | $273.8K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,222 | $275.8K | 0.01% | +36+3.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $277.2K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,038 | $277.7K | 0.01% | +50+5.1% | Added |
| Everett Harris & Co | 1,045 | $279.6K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,067 | $280.0K | 0.00% | +1,067 | New |
| Wetherby Asset Management Inc | 1,052 | $281.4K | 0.01% | +11+1.1% | Added |
| Cannon Financial Strategists, Inc. | 1,061 | $283.8K | 0.06% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,062 | $284.1K | 0.12% | +9+0.9% | Added |
| GSB Wealth Management, LLC | 1,069 | $285.9K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,083 | $290.0K | 0.00% | +164+17.8% | Added |
| Portside Wealth Group, LLC | 1,088 | $291.1K | 0.05% | +1,088 | New |
| American Trust | 1,088 | $291.1K | 0.03% | −39−3.5% | Reduced |
| International Assets Investment Management, LLC | 1,120 | $292.0K | 0.03% | −1−0.1% | Reduced |
| Wealth Alliance | 1,095 | $292.9K | 0.04% | −17−1.5% | Reduced |
| We Are One Seven, LLC | 1,096 | $293.2K | 0.02% | −307−21.9% | Reduced |
| Park National Corp | 1,100 | $294.3K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,102 | $294.8K | 0.06% | +89+8.8% | Added |
| Sabal Trust CO | 1,112 | $297.5K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,118 | $299.1K | 0.05% | +2+0.2% | Added |
| Paloma Partners Management Co | 1,135 | $303.6K | 0.04% | −1,461−56.3% | Reduced |
| MBB Public Markets I LLC | 1,140 | $305.0K | 0.02% | +1,140 | New |
| Cherry Creek Investment Advisors, Inc. | 1,159 | $310.0K | 0.17% | +2+0.2% | Added |
| D.A. Davidson & Co. | 1,164 | $311.4K | 0.00% | +210+22.0% | Added |
| Gibbs Wealth Management | 1,168 | $312.5K | 0.18% | +1,168 | New |
| Personal Cfo Solutions, LLC | 1,191 | $318.9K | 0.05% | +59+5.2% | Added |
| ASB Consultores, LLC | 1,193 | $319.2K | 0.08% | +1,193 | New |
| Edge Capital Group, LLC | 1,197 | $320.2K | 0.02% | +197+19.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,198 | $320.4K | 0.00% | −74−5.8% | Reduced |
| Steele Capital Management, Inc. | 1,200 | $321.0K | 0.02% | −189−13.6% | Reduced |
| Wendell David Associates Inc | 1,212 | $324.0K | 0.03% | +12+1.0% | Added |
| Colony Group, LLC | 1,258 | $337.0K | 0.00% | +1,258 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,274 | $340.8K | 0.04% | +30+2.4% | Added |
| Siemens Fonds Invest GmbH | 1,283 | $343.2K | 0.03% | −46−3.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,297 | $347.0K | 0.05% | +197+17.9% | Added |
| Aureus Asset Management, LLC | 1,300 | $347.8K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,298 | $348.0K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 1,308 | $349.9K | 0.04% | −228−14.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $352.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,325 | $354.5K | 0.02% | +62+4.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,326 | $354.7K | 0.00% | +92+7.5% | Added |
| Ameritas Investment Partners, Inc. | 1,334 | $356.9K | 0.01% | −82−5.8% | Reduced |
| Symmetry Partners, LLC | 1,336 | $357.0K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 1,337 | $357.7K | 0.03% | +23+1.8% | Added |
| Graham Capital Management, L.P. | 1,354 | $362.2K | 0.01% | −20,588−93.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,459 | $363.6K | 0.03% | +1,459 | New |
| Empirical Asset Management, LLC | 1,362 | $364.2K | 0.18% | +1,362 | New |
| Axxcess Wealth Management, LLC | 1,378 | $368.7K | 0.01% | −10−0.7% | Reduced |
| MJP Associates Inc | 1,383 | $370.1K | 0.08% | +246+21.6% | Added |
| TrueWealth Advisors, LLC | 1,387 | $371.0K | 0.14% | −118−7.8% | Reduced |
| WSFS Capital Management, LLC | 1,404 | $375.6K | 0.02% | +144+11.4% | Added |
| CWM, LLC | 1,414 | $378.0K | 0.00% | +64+4.7% | Added |
| Prudential PLC | 1,425 | $381.2K | 0.00% | −3,361−70.2% | Reduced |
| Bryn Mawr Trust Co | 1,441 | $385.5K | 0.01% | +1,441 | New |
| HighPoint Advisor Group LLC | 1,585 | $388.0K | 0.03% | −38−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,791 | $394.3K | 0.03% | +240+15.5% | Added |
| Oxford Financial Group Ltd | 1,475 | $394.6K | 0.03% | +13+0.9% | Added |
| SNS Financial Group, LLC | 1,483 | $396.7K | 0.04% | +4+0.3% | Added |
| Strategic Blueprint, LLC | 1,496 | $400.2K | 0.03% | +1+0.1% | Added |
| Washington Trust Co | 1,500 | $401.3K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $401.3K | 0.33% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,513 | $404.8K | 0.01% | +61+4.2% | Added |
| Integrated Advisors Network LLC | 1,517 | $405.8K | 0.02% | +284+23.0% | Added |
| Greenleaf Trust | 1,548 | $414.1K | 0.00% | +41+2.7% | Added |
| Pitcairn Co | 1,557 | $416.5K | 0.03% | +63+4.2% | Added |
| Apollon Wealth Management, LLC | 1,560 | $417.4K | 0.01% | +244+18.5% | Added |
| Swiss Life Asset Management Ltd | 1,569 | $419.7K | 0.01% | −14,344−90.1% | Reduced |
| Trust Co of Virginia | 1,600 | $428.0K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,610 | $430.7K | 0.04% | +1,610 | New |
| Toroso Investments, LLC | 1,611 | $431.0K | 0.01% | +119+8.0% | Added |
| Verition Fund Management LLC | 1,617 | $432.6K | 0.00% | +62+4.0% | Added |
| Vident Advisory, LLC | 1,627 | $435.3K | 0.01% | +121+8.0% | Added |
| Williams Jones Wealth Management, LLC. | 1,648 | $440.9K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,650 | $441.4K | 0.08% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,661 | $444.4K | 0.05% | −133−7.4% | Reduced |
| Empowered Funds, LLC | 1,695 | $453.4K | 0.01% | +264+18.4% | Added |
| Horizon Investments, LLC | 1,703 | $455.6K | 0.01% | −8−0.5% | Reduced |
| Vontobel Holding Ltd. | 1,711 | $457.7K | 0.00% | −35−2.0% | Reduced |
| HM Payson & Co | 1,716 | $459.1K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,717 | $459.3K | 0.01% | −14−0.8% | Reduced |
| NorthRock Partners, LLC | 1,734 | $463.9K | 0.02% | −39−2.2% | Reduced |
| Correct Capital Wealth Management | 1,751 | $468.4K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,759 | $470.6K | 0.01% | +1,759 | New |
| Meeder Advisory Services, Inc. | 1,761 | $471.1K | 0.05% | +295+20.1% | Added |
| V-Square Quantitative Management LLC | 1,772 | $474.0K | 0.08% | +518+41.3% | Added |
| Burt Wealth Advisors | 1,773 | $474.3K | 0.12% | +617+53.4% | Added |
| Rappaport Reiches Capital Management, LLC | 1,786 | $477.8K | 0.15% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 1,789 | $478.6K | 0.04% | −49−2.7% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $481.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,808 | $483.7K | 0.00% | −30−1.6% | Reduced |
| Aigen Investment Management, LP | 1,813 | $485.0K | 0.11% | +1,813 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,819 | $486.6K | 0.02% | +320+21.3% | Added |
| Peapack Gladstone Financial Corp | 1,821 | $487.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,824 | $488.0K | 0.00% | −3,351−64.8% | Reduced |
| Everpar Advisors LLC | 1,840 | $492.2K | 0.30% | −1,401−43.2% | Reduced |
| K.J. Harrison & Partners Inc | 1,860 | $497.6K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,860 | $497.7K | 0.01% | +71+4.0% | Added |