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
- 769
- +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
- 259 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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 8,107 | $2.17M | 0.01% | +2,697+49.9% | Added |
| Candriam Luxembourg S.C.A. | 8,030 | $2.15M | 0.01% | +641+8.7% | Added |
| Hartford Investment Management Co | 7,980 | $2.13M | 0.08% | −328−3.9% | Reduced |
| Thrivent Financial for Lutherans | 7,482 | $2.00M | 0.00% | −95−1.3% | Reduced |
| Assenagon Asset Management S.A. | 7,401 | $1.98M | 0.01% | −4,226−36.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,350 | $1.97M | 0.21% | −850−10.4% | Reduced |
| Schroder Investment Management Group | 7,294 | $1.95M | 0.00% | +198+2.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 7,281 | $1.95M | 0.07% | +5+0.1% | Added |
| Securian Asset Management, Inc | 7,250 | $1.94M | 0.06% | −524−6.7% | Reduced |
| 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 |
| XTX Topco Ltd | 7,048 | $1.89M | 0.25% | +5,517+360.4% | Added |
| Ieq Capital, LLC | 7,022 | $1.88M | 0.03% | +1,479+26.7% | Added |
| Wellington Shields & Co., LLC | 6,729 | $1.80M | 0.60% | −500−6.9% | Reduced |
| Credit Agricole S A | 8,190 | $1.78M | 0.03% | +4,004+95.7% | Added |
| Exchange Capital Management, Inc. | 6,570 | $1.76M | 0.29% | −18−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 6,547 | $1.75M | 0.00% | −20,134−75.5% | Reduced |
| Point72 Asset Management, L.P. | 6,396 | $1.71M | 0.00% | +6,396 | New |
| O'Shaughnessy Asset Management, LLC | 6,331 | $1.69M | 0.02% | +1,313+26.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,287 | $1.68M | 0.00% | +4,202+201.5% | Added |
| Allianz SE | 6,249 | $1.67M | 0.05% | +6,249 | New |
| New Mexico Educational Retirement Board | 6,205 | $1.66M | 0.06% | −200−3.1% | Reduced |
| Builder Investment Group Inc | 6,153 | $1.65M | 0.48% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,054 | $1.62M | 0.05% | +6,054 | New |
| Long Road Investment Counsel, LLC | 5,966 | $1.60M | 0.67% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,948 | $1.59M | 0.00% | −145−2.4% | Reduced |
| Fiduciary Trust Co | 5,946 | $1.59M | 0.02% | 00.0% | Unchanged |
| Power Wealth Management LLC | 5,933 | $1.59M | 1.00% | +5,933 | New |
| Seven Eight Capital, LP | 5,928 | $1.59M | 0.17% | −627−9.6% | Reduced |
| Crossmark Global Holdings, Inc. | 5,928 | $1.58M | 0.03% | +106+1.8% | Added |
| Ycg, LLC | 6,000 | $1.58M | 0.13% | −5,000−45.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,892 | $1.58M | 0.13% | −8,423−58.8% | Reduced |
| Droms Strauss Advisors Inc | 5,887 | $1.57M | 0.58% | −400−6.4% | Reduced |
| Dynasty Wealth Management, LLC | 5,766 | $1.54M | 0.05% | +5,766 | New |
| 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 |
| Capital Investment Advisors, LLC | 5,605 | $1.50M | 0.03% | −419−7.0% | Reduced |
| Wellington Shields Capital Management, LLC | 5,438 | $1.45M | 0.27% | −750−12.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,400 | $1.44M | 0.04% | +900+20.0% | Added |
| Pegasus Partners Ltd. | 5,274 | $1.41M | 0.15% | −702−11.7% | Reduced |
| Assetmark, Inc | 5,273 | $1.41M | 0.00% | +432+8.9% | Added |
| Univest Financial Corp | 5,250 | $1.40M | 0.40% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,096 | $1.36M | 0.03% | +786+18.2% | Added |
| Metis Global Partners, LLC | 5,085 | $1.36M | 0.05% | −10−0.2% | Reduced |
| UniSuper Management Pty Ltd | 5,066 | $1.36M | 0.01% | +3,876+325.7% | Added |
| Integrated Wealth Concepts LLC | 5,042 | $1.35M | 0.02% | +1,419+39.2% | Added |
| Synovus Financial Corp | 5,024 | $1.34M | 0.02% | +31+0.6% | Added |
| PDT Partners, LLC | 5,005 | $1.34M | 0.13% | +5+0.1% | Added |
| First Financial Bank - Trust Division | 4,998 | $1.34M | 0.13% | −232−4.4% | Reduced |
| Metropolitan Life Insurance Co | 4,973 | $1.33M | 0.06% | −43−0.9% | Reduced |
| 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 |
| Linscomb & Williams, Inc. | 4,854 | $1.30M | 0.07% | +757+18.5% | Added |
| Premier Path Wealth Partners, LLC | 4,854 | $1.30M | 0.24% | −114−2.3% | Reduced |
| Kestra Advisory Services, LLC | 4,823 | $1.29M | 0.01% | +223+4.8% | Added |
| Cullinan Associates Inc | 4,750 | $1.27M | 0.07% | −250−5.0% | Reduced |
| Advisor OS, LLC | 4,713 | $1.26M | 0.14% | +380+8.8% | Added |
| Regions Financial Corp | 4,697 | $1.26M | 0.01% | −152−3.1% | Reduced |
| CX Institutional | 4,682 | $1.25M | 0.06% | +31+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,607 | $1.23M | 0.13% | −1,559−25.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,578 | $1.22M | 0.09% | +4,578 | New |
| Dynamic Technology Lab Private Ltd | 4,550 | $1.22M | 0.13% | +4,550 | New |
| CIBC Private Wealth Group, LLC | 4,646 | $1.21M | 0.00% | −1,455−23.8% | Reduced |
| AXS Investments LLC | 4,513 | $1.21M | 0.29% | −1,224−21.3% | Reduced |
| Mercer Global Advisors Inc | 4,394 | $1.18M | 0.00% | −164−3.6% | Reduced |
| Empirical Finance, LLC | 4,392 | $1.17M | 0.07% | +151+3.6% | Added |
| Norinchukin Bank, The | 4,325 | $1.16M | 0.03% | −48−1.1% | Reduced |
| Monticello Wealth Management, LLC | 4,273 | $1.14M | 0.10% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,214 | $1.13M | 0.05% | −75−1.7% | Reduced |
| Panagora Asset Management Inc | 4,202 | $1.12M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,129 | $1.10M | 0.00% | +1,041+33.7% | Added |
| Brighton Jones LLC | 4,088 | $1.09M | 0.04% | −272−6.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,069 | $1.09M | 0.07% | −321−7.3% | Reduced |
| Park Avenue Securities LLC | 4,059 | $1.09M | 0.01% | +585+16.8% | Added |
| Shell Asset Management Co | 4,450 | $1.08M | 0.05% | −3,753−45.8% | Reduced |
| Bayesian Capital Management, LP | 3,982 | $1.07M | 0.10% | +3,982 | New |
| Novak & Powell Financial Services, Inc. | 3,935 | $1.05M | 0.79% | +3+0.1% | Added |
| Engineers Gate Manager LP | 3,921 | $1.05M | 0.03% | +3,921 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,912 | $1.05M | 0.03% | +12+0.3% | Added |
| Advisors Capital Management, LLC | 3,869 | $1.03M | 0.02% | −58−1.5% | Reduced |
| Community Bank, N.A. | 3,750 | $1.00M | 0.13% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,743 | $1.00M | 0.01% | +99+2.7% | Added |
| Intech Investment Management LLC | 3,682 | $985.0K | 0.01% | −1,569−29.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,672 | $982.3K | 0.05% | +464+14.5% | Added |
| Fiduciary Group LLC | 3,623 | $969.2K | 0.11% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $963.0K | 0.36% | 00.0% | Unchanged |
| Veriti Management LLC | 3,557 | $951.6K | 0.07% | +384+12.1% | Added |
| Nwam LLC | 4,010 | $949.3K | 0.08% | −4−0.1% | Reduced |
| NEOS Investment Management LLC | 3,520 | $941.7K | 0.06% | +945+36.7% | Added |
| Accretive Wealth Partners, LLC | 4,091 | $929.0K | 0.41% | −54−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,466 | $927.2K | 0.01% | +614+21.5% | Added |
| Wesbanco Bank Inc | 3,453 | $923.7K | 0.03% | +2,149+164.8% | Added |
| Triangle Securities Wealth Management | 3,423 | $915.7K | 0.26% | +25+0.7% | Added |
| Rakuten Investment Management, Inc. | 3,397 | $908.8K | 0.01% | +3,093+1,017.4% | Added |
| Squarepoint Ops LLC | 3,344 | $894.6K | 0.00% | +5+0.1% | Added |
| Sit Investment Associates Inc | 3,335 | $892.0K | 0.02% | +25+0.8% | Added |
| Guyasuta Investment Advisors Inc | 3,600 | $890.2K | 0.06% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $888.7K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,302 | $883.4K | 0.01% | −51−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,285 | $878.9K | 0.01% | +153+4.9% | Added |