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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 4,214 | $1.13M | 0.05% | −75−1.7% | Reduced |
| Monticello Wealth Management, LLC | 4,273 | $1.14M | 0.10% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,325 | $1.16M | 0.03% | −48−1.1% | Reduced |
| Empirical Finance, LLC | 4,392 | $1.17M | 0.07% | +151+3.6% | Added |
| Mercer Global Advisors Inc | 4,394 | $1.18M | 0.00% | −164−3.6% | Reduced |
| AXS Investments LLC | 4,513 | $1.21M | 0.29% | −1,224−21.3% | Reduced |
| CIBC Private Wealth Group, LLC | 4,646 | $1.21M | 0.00% | −1,455−23.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,550 | $1.22M | 0.13% | +4,550 | New |
| Lombard Odier Asset Management (Switzerland) SA | 4,578 | $1.22M | 0.09% | +4,578 | New |
| Sound View Wealth Advisors Group, LLC | 4,607 | $1.23M | 0.13% | −1,559−25.3% | Reduced |
| CX Institutional | 4,682 | $1.25M | 0.06% | +31+0.7% | Added |
| Regions Financial Corp | 4,697 | $1.26M | 0.01% | −152−3.1% | Reduced |
| Advisor OS, LLC | 4,713 | $1.26M | 0.14% | +380+8.8% | Added |
| Cullinan Associates Inc | 4,750 | $1.27M | 0.07% | −250−5.0% | Reduced |
| Kestra Advisory Services, LLC | 4,823 | $1.29M | 0.01% | +223+4.8% | Added |
| Premier Path Wealth Partners, LLC | 4,854 | $1.30M | 0.24% | −114−2.3% | Reduced |
| Linscomb & Williams, Inc. | 4,854 | $1.30M | 0.07% | +757+18.5% | Added |
| Wealthfront Advisers LLC | 4,877 | $1.30M | 0.00% | −68−1.4% | Reduced |
| Fort Washington Investment Advisors Inc | 4,877 | $1.30M | 0.01% | +20+0.4% | Added |
| Metropolitan Life Insurance Co | 4,973 | $1.33M | 0.06% | −43−0.9% | Reduced |
| First Financial Bank - Trust Division | 4,998 | $1.34M | 0.13% | −232−4.4% | Reduced |
| PDT Partners, LLC | 5,005 | $1.34M | 0.13% | +5+0.1% | Added |
| Synovus Financial Corp | 5,024 | $1.34M | 0.02% | +31+0.6% | Added |
| Integrated Wealth Concepts LLC | 5,042 | $1.35M | 0.02% | +1,419+39.2% | Added |
| UniSuper Management Pty Ltd | 5,066 | $1.36M | 0.01% | +3,876+325.7% | Added |
| Metis Global Partners, LLC | 5,085 | $1.36M | 0.05% | −10−0.2% | Reduced |
| Quantinno Capital Management LP | 5,096 | $1.36M | 0.03% | +786+18.2% | Added |
| Univest Financial Corp | 5,250 | $1.40M | 0.40% | 00.0% | Unchanged |
| Assetmark, Inc | 5,273 | $1.41M | 0.00% | +432+8.9% | Added |
| Pegasus Partners Ltd. | 5,274 | $1.41M | 0.15% | −702−11.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,400 | $1.44M | 0.04% | +900+20.0% | Added |
| Wellington Shields Capital Management, LLC | 5,438 | $1.45M | 0.27% | −750−12.1% | Reduced |
| Capital Investment Advisors, LLC | 5,605 | $1.50M | 0.03% | −419−7.0% | Reduced |
| Brinker Capital Investments, LLC | 5,725 | $1.53M | 0.02% | −4,995−46.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,725 | $1.53M | 0.02% | −4,995−46.6% | Reduced |
| Dynasty Wealth Management, LLC | 5,766 | $1.54M | 0.05% | +5,766 | New |
| Droms Strauss Advisors Inc | 5,887 | $1.57M | 0.58% | −400−6.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,892 | $1.58M | 0.13% | −8,423−58.8% | Reduced |
| Ycg, LLC | 6,000 | $1.58M | 0.13% | −5,000−45.5% | Reduced |
| Crossmark Global Holdings, Inc. | 5,928 | $1.58M | 0.03% | +106+1.8% | Added |
| Seven Eight Capital, LP | 5,928 | $1.59M | 0.17% | −627−9.6% | Reduced |
| Power Wealth Management LLC | 5,933 | $1.59M | 1.00% | +5,933 | New |
| Fiduciary Trust Co | 5,946 | $1.59M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,948 | $1.59M | 0.00% | −145−2.4% | Reduced |
| Long Road Investment Counsel, LLC | 5,966 | $1.60M | 0.67% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,054 | $1.62M | 0.05% | +6,054 | New |
| Builder Investment Group Inc | 6,153 | $1.65M | 0.48% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,205 | $1.66M | 0.06% | −200−3.1% | Reduced |
| Allianz SE | 6,249 | $1.67M | 0.05% | +6,249 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,287 | $1.68M | 0.00% | +4,202+201.5% | Added |
| O'Shaughnessy Asset Management, LLC | 6,331 | $1.69M | 0.02% | +1,313+26.2% | Added |
| Point72 Asset Management, L.P. | 6,396 | $1.71M | 0.00% | +6,396 | New |
| Advisor Group Holdings, Inc. | 6,547 | $1.75M | 0.00% | −20,134−75.5% | Reduced |
| Exchange Capital Management, Inc. | 6,570 | $1.76M | 0.29% | −18−0.3% | Reduced |
| Credit Agricole S A | 8,190 | $1.78M | 0.03% | +4,004+95.7% | Added |
| Wellington Shields & Co., LLC | 6,729 | $1.80M | 0.60% | −500−6.9% | Reduced |
| Ieq Capital, LLC | 7,022 | $1.88M | 0.03% | +1,479+26.7% | Added |
| XTX Topco Ltd | 7,048 | $1.89M | 0.25% | +5,517+360.4% | Added |
| Louisiana State Employees Retirement System | 7,200 | $1.93M | 0.04% | −300−4.0% | Reduced |
| Rockland Trust Co | 7,200 | $1.93M | 0.10% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,250 | $1.94M | 0.06% | −524−6.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 7,281 | $1.95M | 0.07% | +5+0.1% | Added |
| Schroder Investment Management Group | 7,294 | $1.95M | 0.00% | +198+2.8% | Added |
| Penobscot Investment Management Company, Inc. | 7,350 | $1.97M | 0.21% | −850−10.4% | Reduced |
| Assenagon Asset Management S.A. | 7,401 | $1.98M | 0.01% | −4,226−36.3% | Reduced |
| Thrivent Financial for Lutherans | 7,482 | $2.00M | 0.00% | −95−1.3% | Reduced |
| Hartford Investment Management Co | 7,980 | $2.13M | 0.08% | −328−3.9% | Reduced |
| Candriam Luxembourg S.C.A. | 8,030 | $2.15M | 0.01% | +641+8.7% | Added |
| Bridgewater Associates, LP | 8,107 | $2.17M | 0.01% | +2,697+49.9% | Added |
| Pathstone Holdings, LLC | 8,206 | $2.20M | 0.01% | −42−0.5% | Reduced |
| JustInvest LLC | 8,281 | $2.22M | 0.05% | +1,643+24.8% | Added |
| Maryland State Retirement & Pension System | 9,562 | $2.28M | 0.05% | +258+2.8% | Added |
| Reynders McVeigh Capital Management, LLC | 8,612 | $2.30M | 0.13% | −400−4.4% | Reduced |
| Cornerstone Wealth Management, LLC | 8,758 | $2.34M | 0.19% | +20+0.2% | Added |
| Pacer Advisors, Inc. | 8,807 | $2.36M | 0.01% | −1,420−13.9% | Reduced |
| South Dakota Investment Council | 8,885 | $2.38M | 0.05% | 00.0% | Unchanged |
| ING Groep NV | 8,896 | $2.38M | 0.02% | +7,427+505.6% | Added |
| Northwest Investment Counselors, LLC | 8,983 | $2.40M | 0.59% | +29+0.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 9,086 | $2.43M | 0.44% | +129+1.4% | Added |
| Kentucky Retirement Systems | 9,364 | $2.51M | 0.07% | −495−5.0% | Reduced |
| GW Henssler & Associates Ltd | 9,459 | $2.53M | 0.15% | +9,459 | New |
| SpiderRock Advisors, LLC | 9,963 | $2.54M | 0.08% | +9,963 | New |
| Cary Street Partner Investment Advisory LLC | 9,604 | $2.57M | 0.11% | +9+0.1% | Added |
| Burney Co | 9,789 | $2.62M | 0.10% | −250−2.5% | Reduced |
| Olstein Capital Management, L.P. | 10,000 | $2.67M | 0.44% | −3,500−25.9% | Reduced |
| RBF Capital, LLC | 10,000 | $2.68M | 0.15% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,057 | $2.69M | 0.02% | −493−4.7% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,300 | $2.70M | 0.06% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 10,125 | $2.71M | 0.07% | +76+0.8% | Added |
| M&T Bank Corp | 10,262 | $2.74M | 0.01% | +984+10.6% | Added |
| Annandale Capital, LLC | 10,375 | $2.78M | 0.63% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,547 | $2.82M | 0.06% | +936+9.7% | Added |
| Boothbay Fund Management, LLC | 10,555 | $2.82M | 0.08% | −29,745−73.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,571 | $2.83M | 0.01% | +681+6.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,827 | $2.90M | 0.01% | +809+8.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,866 | $2.91M | 0.01% | −294−2.6% | Reduced |
| Nordea Investment Management AB | 10,922 | $2.91M | 0.00% | +1,390+14.6% | Added |
| Jump Financial, LLC | 10,987 | $2.94M | 0.08% | +9,983+994.3% | Added |
| TownSquare Capital, LLC | 11,096 | $2.97M | 0.04% | +4,996+81.9% | Added |
| Lighthouse Investment Partners, LLC | 11,165 | $2.99M | 0.18% | +11,165 | New |