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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 3,252 | $870.0K | 0.07% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,229 | $863.8K | 0.10% | +159+5.2% | Added |
| iA Global Asset Management Inc. | 3,147 | $842.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,132 | $838.0K | 0.01% | −2,506−44.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,088 | $826.1K | 0.04% | −96−3.0% | Reduced |
| Huntington National Bank | 3,046 | $814.9K | 0.01% | −32−1.0% | Reduced |
| PFC Capital Group, Inc. | 3,045 | $814.0K | 0.44% | −150−4.7% | Reduced |
| LVW Advisors, LLC | 3,040 | $813.3K | 0.14% | −73−2.3% | Reduced |
| Gratus Capital LLC | 3,038 | $812.6K | 0.04% | −137−4.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,034 | $811.7K | 0.00% | +250+9.0% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $811.7K | 0.46% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 2,935 | $785.2K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,917 | $780.4K | 0.01% | −49−1.7% | Reduced |
| Ossiam | 2,914 | $779.6K | 0.01% | −89−3.0% | Reduced |
| Fifth Third Bancorp | 2,909 | $778.2K | 0.00% | +4+0.1% | Added |
| 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 |
| Spinnaker Trust | 2,860 | $765.1K | 0.05% | −265−8.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,854 | $763.5K | 0.00% | +2,854 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,851 | $762.7K | 0.40% | +125+4.6% | Added |
| Financial Counselors Inc | 2,846 | $761.4K | 0.01% | +10+0.4% | Added |
| AE Wealth Management LLC | 2,844 | $760.8K | 0.01% | −1,790−38.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,830 | $757.1K | 0.02% | −12,731−81.8% | Reduced |
| Bowen Hanes & Co Inc | 2,816 | $753.0K | 0.02% | −38−1.3% | Reduced |
| Strategy Asset Managers LLC | 2,792 | $747.0K | 0.16% | +4+0.1% | Added |
| Quantbot Technologies LP | 2,788 | $745.8K | 0.04% | +2,788 | New |
| Public Sector Pension Investment Board | 2,779 | $743.4K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,771 | $741.3K | 0.01% | −1,148−29.3% | Reduced |
| Two Sigma Investments, LP | 2,765 | $739.7K | 0.00% | +2,765 | New |
| Eagle Ridge Investment Management | 2,753 | $736.5K | 0.07% | −75−2.7% | Reduced |
| Alberta Investment Management Corp | 2,700 | $722.3K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,694 | $720.7K | 0.01% | +1,530+131.4% | Added |
| Highland Capital Management, LLC | 2,666 | $713.2K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,658 | $711.0K | 0.29% | +171+6.9% | Added |
| Connectus Wealth, LLC | 2,628 | $703.3K | 0.02% | −569−17.8% | Reduced |
| Athena Investment Management | 2,620 | $700.9K | 0.42% | −6−0.2% | Reduced |
| Bamco Inc | 2,583 | $691.0K | 0.00% | −17−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,506 | $670.4K | 0.06% | +8+0.3% | Added |
| Doheny Asset Management | 2,500 | $669.0K | 0.55% | 00.0% | Unchanged |
| Vestcor Inc | 2,464 | $659.0K | 0.02% | −21−0.8% | Reduced |
| LifePlan Financial, LLC | 2,424 | $648.5K | 0.59% | −51−2.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,401 | $642.0K | 0.01% | +27+1.1% | Added |
| Bleakley Financial Group, LLC | 2,359 | $631.0K | 0.02% | +225+10.5% | Added |
| Simplicity Wealth,LLC | 2,350 | $628.6K | 0.01% | +2,350 | New |
| Keybank National Association | 2,303 | $616.1K | 0.00% | +16+0.7% | Added |
| Two Sigma Securities, LLC | 2,284 | $611.0K | 0.03% | +2,284 | New |
| Allworth Financial LP | 2,280 | $609.9K | 0.00% | +6+0.3% | Added |
| Atomi Financial Group, Inc. | 2,227 | $595.7K | 0.05% | −6−0.3% | Reduced |
| CAPROCK Group, Inc. | 2,177 | $582.6K | 0.03% | +110+5.3% | Added |
| Natixis Investment Managers International | 2,175 | $581.9K | 0.04% | +190+9.6% | Added |
| Lincoln National Corp | 2,159 | $577.7K | 0.01% | +238+12.4% | Added |
| Wedmont Private Capital | 2,176 | $571.7K | 0.04% | +118+5.7% | Added |
| Janney Capital Management LLC | 2,114 | $566.0K | 0.04% | −100−4.5% | Reduced |
| NWF Advisory Services Inc. | 2,091 | $559.4K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,075 | $555.1K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,031 | $543.3K | 0.03% | +167+9.0% | Added |
| Knollwood Investment Advisory, LLC | 2,017 | $539.6K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,010 | $537.7K | 0.02% | +344+20.6% | Added |
| BBR Partners, LLC | 2,000 | $535.0K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,991 | $532.6K | 0.13% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,981 | $530.0K | 0.00% | −41−2.0% | Reduced |
| Diversified Trust Co | 1,938 | $518.5K | 0.02% | −2−0.1% | Reduced |
| Manchester Capital Management LLC | 1,934 | $517.4K | 0.06% | +22+1.2% | Added |
| First Manhattan Co | 1,926 | $515.5K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,278 | $511.2K | 0.02% | +28+1.2% | Added |
| Heritage Wealth Management, LLC | 1,880 | $503.0K | 0.26% | −55−2.8% | Reduced |
| Bragg Financial Advisors, Inc | 1,880 | $502.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $502.4K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,868 | $499.7K | 0.03% | +1,868 | New |
| Atria Wealth Solutions, Inc. | 1,860 | $497.7K | 0.01% | +71+4.0% | Added |
| K.J. Harrison & Partners Inc | 1,860 | $497.6K | 0.08% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,840 | $492.2K | 0.30% | −1,401−43.2% | Reduced |
| Wolverine Trading, LLC | 1,824 | $488.0K | 0.00% | −3,351−64.8% | Reduced |
| Peapack Gladstone Financial Corp | 1,821 | $487.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,819 | $486.6K | 0.02% | +320+21.3% | Added |
| Aigen Investment Management, LP | 1,813 | $485.0K | 0.11% | +1,813 | New |
| Brown Brothers Harriman & Co | 1,808 | $483.7K | 0.00% | −30−1.6% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $481.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,789 | $478.6K | 0.04% | −49−2.7% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,786 | $477.8K | 0.15% | +1+0.1% | Added |
| Burt Wealth Advisors | 1,773 | $474.3K | 0.12% | +617+53.4% | Added |
| V-Square Quantitative Management LLC | 1,772 | $474.0K | 0.08% | +518+41.3% | Added |
| Meeder Advisory Services, Inc. | 1,761 | $471.1K | 0.05% | +295+20.1% | Added |
| Gotham Asset Management, LLC | 1,759 | $470.6K | 0.01% | +1,759 | New |
| Correct Capital Wealth Management | 1,751 | $468.4K | 0.11% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,734 | $463.9K | 0.02% | −39−2.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,717 | $459.3K | 0.01% | −14−0.8% | Reduced |
| HM Payson & Co | 1,716 | $459.1K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,711 | $457.7K | 0.00% | −35−2.0% | Reduced |
| Horizon Investments, LLC | 1,703 | $455.6K | 0.01% | −8−0.5% | Reduced |
| Empowered Funds, LLC | 1,695 | $453.4K | 0.01% | +264+18.4% | Added |
| CWM Advisors, LLC | 1,661 | $444.4K | 0.05% | −133−7.4% | Reduced |
| Ironwood Investment Counsel, LLC | 1,650 | $441.4K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,648 | $440.9K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,627 | $435.3K | 0.01% | +121+8.0% | Added |
| Verition Fund Management LLC | 1,617 | $432.6K | 0.00% | +62+4.0% | Added |
| Toroso Investments, LLC | 1,611 | $431.0K | 0.01% | +119+8.0% | Added |
| Campbell & CO Investment Adviser LLC | 1,610 | $430.7K | 0.04% | +1,610 | New |
| Trust Co of Virginia | 1,600 | $428.0K | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,569 | $419.7K | 0.01% | −14,344−90.1% | Reduced |