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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 1,868 | $499.7K | 0.03% | +1,868 | New |
| Washington Trust Advisors, Inc. | 1,878 | $502.4K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,880 | $502.9K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,880 | $503.0K | 0.26% | −55−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 2,278 | $511.2K | 0.02% | +28+1.2% | Added |
| First Manhattan Co | 1,926 | $515.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,934 | $517.4K | 0.06% | +22+1.2% | Added |
| Diversified Trust Co | 1,938 | $518.5K | 0.02% | −2−0.1% | Reduced |
| Davenport & Co LLC | 1,981 | $530.0K | 0.00% | −41−2.0% | Reduced |
| Nicolet Bankshares Inc | 1,991 | $532.6K | 0.13% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,000 | $535.0K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,010 | $537.7K | 0.02% | +344+20.6% | Added |
| Knollwood Investment Advisory, LLC | 2,017 | $539.6K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,031 | $543.3K | 0.03% | +167+9.0% | Added |
| Roundview Capital LLC | 2,075 | $555.1K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,091 | $559.4K | 0.09% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,114 | $566.0K | 0.04% | −100−4.5% | Reduced |
| Wedmont Private Capital | 2,176 | $571.7K | 0.04% | +118+5.7% | Added |
| Lincoln National Corp | 2,159 | $577.7K | 0.01% | +238+12.4% | Added |
| Natixis Investment Managers International | 2,175 | $581.9K | 0.04% | +190+9.6% | Added |
| CAPROCK Group, Inc. | 2,177 | $582.6K | 0.03% | +110+5.3% | Added |
| Atomi Financial Group, Inc. | 2,227 | $595.7K | 0.05% | −6−0.3% | Reduced |
| Allworth Financial LP | 2,280 | $609.9K | 0.00% | +6+0.3% | Added |
| Two Sigma Securities, LLC | 2,284 | $611.0K | 0.03% | +2,284 | New |
| Keybank National Association | 2,303 | $616.1K | 0.00% | +16+0.7% | Added |
| Simplicity Wealth,LLC | 2,350 | $628.6K | 0.01% | +2,350 | New |
| Bleakley Financial Group, LLC | 2,359 | $631.0K | 0.02% | +225+10.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,401 | $642.0K | 0.01% | +27+1.1% | Added |
| LifePlan Financial, LLC | 2,424 | $648.5K | 0.59% | −51−2.1% | Reduced |
| Vestcor Inc | 2,464 | $659.0K | 0.02% | −21−0.8% | Reduced |
| Doheny Asset Management | 2,500 | $669.0K | 0.55% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,506 | $670.4K | 0.06% | +8+0.3% | Added |
| Bamco Inc | 2,583 | $691.0K | 0.00% | −17−0.7% | Reduced |
| Athena Investment Management | 2,620 | $700.9K | 0.42% | −6−0.2% | Reduced |
| Connectus Wealth, LLC | 2,628 | $703.3K | 0.02% | −569−17.8% | Reduced |
| Financial Advisory Corp | 2,658 | $711.0K | 0.29% | +171+6.9% | Added |
| Highland Capital Management, LLC | 2,666 | $713.2K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,694 | $720.7K | 0.01% | +1,530+131.4% | Added |
| Alberta Investment Management Corp | 2,700 | $722.3K | 0.01% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 2,753 | $736.5K | 0.07% | −75−2.7% | Reduced |
| Two Sigma Investments, LP | 2,765 | $739.7K | 0.00% | +2,765 | New |
| Guggenheim Capital LLC | 2,771 | $741.3K | 0.01% | −1,148−29.3% | Reduced |
| Public Sector Pension Investment Board | 2,779 | $743.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,788 | $745.8K | 0.04% | +2,788 | New |
| Strategy Asset Managers LLC | 2,792 | $747.0K | 0.16% | +4+0.1% | Added |
| Bowen Hanes & Co Inc | 2,816 | $753.0K | 0.02% | −38−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,830 | $757.1K | 0.02% | −12,731−81.8% | Reduced |
| AE Wealth Management LLC | 2,844 | $760.8K | 0.01% | −1,790−38.6% | Reduced |
| Financial Counselors Inc | 2,846 | $761.4K | 0.01% | +10+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,851 | $762.7K | 0.40% | +125+4.6% | Added |
| Jacobs Levy Equity Management, Inc | 2,854 | $763.5K | 0.00% | +2,854 | New |
| Spinnaker Trust | 2,860 | $765.1K | 0.05% | −265−8.5% | Reduced |
| Aberdeen Wealth Management LLC | 2,900 | $775.8K | 0.45% | 00.0% | Unchanged |
| American National Bank | 2,900 | $775.8K | 0.10% | +2,900 | New |
| Fifth Third Bancorp | 2,909 | $778.2K | 0.00% | +4+0.1% | Added |
| Ossiam | 2,914 | $779.6K | 0.01% | −89−3.0% | Reduced |
| Silvercrest Asset Management Group LLC | 2,917 | $780.4K | 0.01% | −49−1.7% | Reduced |
| Degroof Petercam Asset Management | 2,935 | $785.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 3,034 | $811.7K | 0.46% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,034 | $811.7K | 0.00% | +250+9.0% | Added |
| Gratus Capital LLC | 3,038 | $812.6K | 0.04% | −137−4.3% | Reduced |
| LVW Advisors, LLC | 3,040 | $813.3K | 0.14% | −73−2.3% | Reduced |
| PFC Capital Group, Inc. | 3,045 | $814.0K | 0.44% | −150−4.7% | Reduced |
| Huntington National Bank | 3,046 | $814.9K | 0.01% | −32−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,088 | $826.1K | 0.04% | −96−3.0% | Reduced |
| Teacher Retirement System of Texas | 3,132 | $838.0K | 0.01% | −2,506−44.4% | Reduced |
| iA Global Asset Management Inc. | 3,147 | $842.0K | 0.02% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,229 | $863.8K | 0.10% | +159+5.2% | Added |
| Ostrum Asset Management | 3,252 | $870.0K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,285 | $878.9K | 0.01% | +153+4.9% | Added |
| Beacon Pointe Advisors, LLC | 3,302 | $883.4K | 0.01% | −51−1.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $888.7K | 0.19% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $890.2K | 0.06% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 3,335 | $892.0K | 0.02% | +25+0.8% | Added |
| Squarepoint Ops LLC | 3,344 | $894.6K | 0.00% | +5+0.1% | Added |
| Rakuten Investment Management, Inc. | 3,397 | $908.8K | 0.01% | +3,093+1,017.4% | Added |
| Triangle Securities Wealth Management | 3,423 | $915.7K | 0.26% | +25+0.7% | Added |
| Wesbanco Bank Inc | 3,453 | $923.7K | 0.03% | +2,149+164.8% | Added |
| Kovitz Investment Group Partners, LLC | 3,466 | $927.2K | 0.01% | +614+21.5% | Added |
| Accretive Wealth Partners, LLC | 4,091 | $929.0K | 0.41% | −54−1.3% | Reduced |
| NEOS Investment Management LLC | 3,520 | $941.7K | 0.06% | +945+36.7% | Added |
| Nwam LLC | 4,010 | $949.3K | 0.08% | −4−0.1% | Reduced |
| Veriti Management LLC | 3,557 | $951.6K | 0.07% | +384+12.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $963.0K | 0.36% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,623 | $969.2K | 0.11% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,672 | $982.3K | 0.05% | +464+14.5% | Added |
| Intech Investment Management LLC | 3,682 | $985.0K | 0.01% | −1,569−29.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,743 | $1.00M | 0.01% | +99+2.7% | Added |
| Community Bank, N.A. | 3,750 | $1.00M | 0.13% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,869 | $1.03M | 0.02% | −58−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,912 | $1.05M | 0.03% | +12+0.3% | Added |
| Engineers Gate Manager LP | 3,921 | $1.05M | 0.03% | +3,921 | New |
| Novak & Powell Financial Services, Inc. | 3,935 | $1.05M | 0.79% | +3+0.1% | Added |
| Bayesian Capital Management, LP | 3,982 | $1.07M | 0.10% | +3,982 | New |
| Shell Asset Management Co | 4,450 | $1.08M | 0.05% | −3,753−45.8% | Reduced |
| Park Avenue Securities LLC | 4,059 | $1.09M | 0.01% | +585+16.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,069 | $1.09M | 0.07% | −321−7.3% | Reduced |
| Brighton Jones LLC | 4,088 | $1.09M | 0.04% | −272−6.2% | Reduced |
| AQR Capital Management LLC | 4,129 | $1.10M | 0.00% | +1,041+33.7% | Added |
| Panagora Asset Management Inc | 4,202 | $1.12M | 0.01% | 00.0% | Unchanged |