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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 195,128 | $52.2M | 0.18% | +39,234+25.2% | Added |
| California State Teachers Retirement System | 200,792 | $53.7M | 0.07% | +3,316+1.7% | Added |
| California Public Employees Retirement System | 211,955 | $56.7M | 0.04% | −6,481−3.0% | Reduced |
| TimesSquare Capital Management, LLC | 223,060 | $59.7M | 0.87% | +41,625+22.9% | Added |
| HSBC Holdings PLC | 238,088 | $63.7M | 0.05% | +21,250+9.8% | Added |
| Rhumbline Advisers | 240,557 | $64.4M | 0.06% | +356+0.1% | Added |
| Frontier Capital Management Co LLC | 251,493 | $67.3M | 0.63% | −15,753−5.9% | Reduced |
| Envestnet Asset Management Inc | 262,492 | $70.2M | 0.03% | +25,869+10.9% | Added |
| Nuveen Asset Management, LLC | 269,258 | $72.0M | 0.02% | −40,486−13.1% | Reduced |
| Burgundy Asset Management Ltd. | 272,451 | $72.9M | 0.75% | −51,278−15.8% | Reduced |
| Federated Hermes, Inc. | 273,329 | $73.1M | 0.17% | +15,055+5.8% | Added |
| GFI Investment Counsel Ltd. | 281,145 | $75.2M | 9.53% | +229+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 292,914 | $78.4M | 0.05% | +3,164+1.1% | Added |
| Rathbone Brothers plc | 293,200 | $78.4M | 0.45% | +490+0.2% | Added |
| Russell Investments Group, Ltd. | 302,209 | $80.8M | 0.13% | +4,584+1.5% | Added |
| New York State Common Retirement Fund | 305,458 | $81.7M | 0.11% | −24,995−7.6% | Reduced |
| Baird Financial Group, Inc. | 317,723 | $85.0M | 0.18% | −36,782−10.4% | Reduced |
| TD Asset Management Inc | 323,183 | $86.5M | 0.08% | +19,112+6.3% | Added |
| Swiss National Bank | 369,000 | $98.7M | 0.07% | −14,800−3.9% | Reduced |
| Raymond James & Associates | 371,838 | $99.5M | 0.07% | +29,896+8.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 373,378 | $99.9M | 0.16% | −700,862−65.2% | Reduced |
| Aviva PLC | 416,990 | $111.6M | 0.37% | −41,172−9.0% | Reduced |
| UBS Asset Management Americas Inc | 422,987 | $113.2M | 0.04% | −184,496−30.4% | Reduced |
| Credit Suisse AG | 435,563 | $116.5M | 0.11% | −24,281−5.3% | Reduced |
| JPMorgan Chase & Co | 443,380 | $118.6M | 0.01% | +111,270+33.5% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 472,805 | $126.5M | 0.50% | −12,764−2.6% | Reduced |
| American Century Companies Inc | 476,720 | $127.5M | 0.08% | +470,045+7,041.9% | Added |
| Dimensional Fund Advisors LP | 502,854 | $134.5M | 0.04% | −2,633−0.5% | Reduced |
| Mackenzie Financial Corp | 505,599 | $135.3M | 0.20% | −16,670−3.2% | Reduced |
| Wells Fargo & Company | 536,659 | $143.6M | 0.04% | +33,186+6.6% | Added |
| Ensign Peak Advisors, Inc | 568,940 | $152.2M | 0.28% | +15,907+2.9% | Added |
| Franklin Resources Inc | 617,353 | $165.2M | 0.05% | +449,690+268.2% | Added |
| Pictet Asset Management Holding SA | 627,117 | $167.7M | 0.18% | −4,464−0.7% | Reduced |
| Bank of America Corp | 641,702 | $171.7M | 0.02% | +83,085+14.9% | Added |
| Boston Partners | 652,631 | $174.5M | 0.21% | +27,192+4.3% | Added |
| Veritas Asset Management LLP | 656,305 | $175.6M | 1.27% | −768,424−53.9% | Reduced |
| Charles Schwab Investment Management Inc | 660,600 | $176.7M | 0.04% | +12,396+1.9% | Added |
| Ako Capital LLP | 663,812 | $177.6M | 2.52% | −2,816−0.4% | Reduced |
| Legal & General Group Plc | 694,696 | $185.8M | 0.05% | +3,812+0.6% | Added |
| Goldman Sachs Group Inc | 696,291 | $186.3M | 0.04% | −43,201−5.8% | Reduced |
| Kensico Capital Management Corp | 723,200 | $193.5M | 6.37% | −78,900−9.8% | Reduced |
| Intermede Investment Partners Ltd | 724,421 | $193.8M | 3.95% | −47,511−6.2% | Reduced |
| Artisan Partners Limited Partnership | 739,953 | $198.0M | 0.29% | +227,219+44.3% | Added |
| Neuberger Berman Group LLC | 796,072 | $213.0M | 0.18% | −105,064−11.7% | Reduced |
| Bessemer Group Inc | 813,670 | $217.7M | 0.39% | −123,619−13.2% | Reduced |
| Macquarie Group Ltd | 827,455 | $221.4M | 0.25% | +42,988+5.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 863,489 | $231.0M | 0.26% | +863,489 | New |
| Bank of New York Mellon Corp | 1,000,531 | $267.7M | 0.05% | −75,599−7.0% | Reduced |
| Norges Bank | 1,035,278 | $277.0M | 0.04% | +209,454+25.4% | Added |
| Northern Trust Corp | 1,099,735 | $294.2M | 0.05% | −129,434−10.5% | Reduced |
| Marshall Wace, LLP | 1,117,227 | $298.9M | 0.49% | +60,093+5.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,441,213 | $385.6M | 0.53% | −9,315−0.6% | Reduced |
| Price T Rowe Associates Inc | 1,514,093 | $405.1M | 0.05% | +633,887+72.0% | Added |
| Van Eck Associates Corp | 1,531,901 | $409.8M | 0.62% | −40,945−2.6% | Reduced |
| Jensen Investment Management Inc | 1,536,866 | $411.1M | 3.14% | −12,365−0.8% | Reduced |
| Cantillon Capital Management LLC | 1,975,502 | $528.5M | 3.32% | −39,573−2.0% | Reduced |
| Parnassus Investments | 2,065,043 | $552.4M | 1.18% | −20,836−1.0% | Reduced |
| Invesco Ltd. | 2,382,874 | $637.5M | 0.14% | −124,837−5.0% | Reduced |
| FMR LLC | 2,512,134 | $672.0M | 0.05% | +143,277+6.0% | Added |
| Geode Capital Management, LLC | 2,796,387 | $746.0M | 0.07% | +89,485+3.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,974,470 | $795.7M | 1.84% | +391,980+15.2% | Added |
| Generation Investment Management LLP | 3,313,221 | $886.4M | 4.05% | −543,027−14.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,046,598 | $1.08B | 0.66% | −812,452−16.7% | Reduced |
| Massachusetts Financial Services Co | 4,076,133 | $1.09B | 0.33% | −1,316,862−24.4% | Reduced |
| State Street Corp | 4,723,849 | $1.26B | 0.06% | +36,985+0.8% | Added |
| Morgan Stanley | 5,055,548 | $1.35B | 0.11% | −369,995−6.8% | Reduced |
| BlackRock Inc. | 10,654,766 | $2.85B | 0.07% | +132,096+1.3% | Added |
| Vanguard Group Inc | 14,033,448 | $3.75B | 0.07% | +137,961+1.0% | Added |
| Capital International Investors | 14,045,398 | $3.76B | 0.76% | +342,170+2.5% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −28,337−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,225−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −13,238−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,701−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −5,849−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| LongView Wealth Management | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |