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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 1,560 | $417.4K | 0.01% | +244+18.5% | Added |
| Pitcairn Co | 1,557 | $416.5K | 0.03% | +63+4.2% | Added |
| Greenleaf Trust | 1,548 | $414.1K | 0.00% | +41+2.7% | Added |
| Integrated Advisors Network LLC | 1,517 | $405.8K | 0.02% | +284+23.0% | Added |
| Coldstream Capital Management Inc | 1,513 | $404.8K | 0.01% | +61+4.2% | Added |
| Washington Trust Co | 1,500 | $401.3K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $401.3K | 0.33% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,496 | $400.2K | 0.03% | +1+0.1% | Added |
| SNS Financial Group, LLC | 1,483 | $396.7K | 0.04% | +4+0.3% | Added |
| Oxford Financial Group Ltd | 1,475 | $394.6K | 0.03% | +13+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,791 | $394.3K | 0.03% | +240+15.5% | Added |
| HighPoint Advisor Group LLC | 1,585 | $388.0K | 0.03% | −38−2.3% | Reduced |
| Bryn Mawr Trust Co | 1,441 | $385.5K | 0.01% | +1,441 | New |
| Prudential PLC | 1,425 | $381.2K | 0.00% | −3,361−70.2% | Reduced |
| CWM, LLC | 1,414 | $378.0K | 0.00% | +64+4.7% | Added |
| WSFS Capital Management, LLC | 1,404 | $375.6K | 0.02% | +144+11.4% | Added |
| TrueWealth Advisors, LLC | 1,387 | $371.0K | 0.14% | −118−7.8% | Reduced |
| MJP Associates Inc | 1,383 | $370.1K | 0.08% | +246+21.6% | Added |
| Axxcess Wealth Management, LLC | 1,378 | $368.7K | 0.01% | −10−0.7% | Reduced |
| Empirical Asset Management, LLC | 1,362 | $364.2K | 0.18% | +1,362 | New |
| Foster Victor Wealth Advisors, LLC | 1,459 | $363.6K | 0.03% | +1,459 | New |
| Graham Capital Management, L.P. | 1,354 | $362.2K | 0.01% | −20,588−93.8% | Reduced |
| Syon Capital LLC | 1,337 | $357.7K | 0.03% | +23+1.8% | Added |
| Symmetry Partners, LLC | 1,336 | $357.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,334 | $356.9K | 0.01% | −82−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,326 | $354.7K | 0.00% | +92+7.5% | Added |
| Lake Street Advisors Group, LLC | 1,325 | $354.5K | 0.02% | +62+4.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $352.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,308 | $349.9K | 0.04% | −228−14.8% | Reduced |
| Cigna Investments Inc | 1,298 | $348.0K | 0.07% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,300 | $347.8K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,297 | $347.0K | 0.05% | +197+17.9% | Added |
| Siemens Fonds Invest GmbH | 1,283 | $343.2K | 0.03% | −46−3.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,274 | $340.8K | 0.04% | +30+2.4% | Added |
| Colony Group, LLC | 1,258 | $337.0K | 0.00% | +1,258 | New |
| Wendell David Associates Inc | 1,212 | $324.0K | 0.03% | +12+1.0% | Added |
| Steele Capital Management, Inc. | 1,200 | $321.0K | 0.02% | −189−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,198 | $320.4K | 0.00% | −74−5.8% | Reduced |
| Edge Capital Group, LLC | 1,197 | $320.2K | 0.02% | +197+19.7% | Added |
| ASB Consultores, LLC | 1,193 | $319.2K | 0.08% | +1,193 | New |
| Personal Cfo Solutions, LLC | 1,191 | $318.9K | 0.05% | +59+5.2% | Added |
| Gibbs Wealth Management | 1,168 | $312.5K | 0.18% | +1,168 | New |
| D.A. Davidson & Co. | 1,164 | $311.4K | 0.00% | +210+22.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,159 | $310.0K | 0.17% | +2+0.2% | Added |
| MBB Public Markets I LLC | 1,140 | $305.0K | 0.02% | +1,140 | New |
| Paloma Partners Management Co | 1,135 | $303.6K | 0.04% | −1,461−56.3% | Reduced |
| Meridian Wealth Management, LLC | 1,118 | $299.1K | 0.05% | +2+0.2% | Added |
| Sabal Trust CO | 1,112 | $297.5K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,102 | $294.8K | 0.06% | +89+8.8% | Added |
| Park National Corp | 1,100 | $294.3K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,096 | $293.2K | 0.02% | −307−21.9% | Reduced |
| Wealth Alliance | 1,095 | $292.9K | 0.04% | −17−1.5% | Reduced |
| International Assets Investment Management, LLC | 1,120 | $292.0K | 0.03% | −1−0.1% | Reduced |
| American Trust | 1,088 | $291.1K | 0.03% | −39−3.5% | Reduced |
| Portside Wealth Group, LLC | 1,088 | $291.1K | 0.05% | +1,088 | New |
| Ci Investments Inc. | 1,083 | $290.0K | 0.00% | +164+17.8% | Added |
| GSB Wealth Management, LLC | 1,069 | $285.9K | 0.08% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,062 | $284.1K | 0.12% | +9+0.9% | Added |
| Cannon Financial Strategists, Inc. | 1,061 | $283.8K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,052 | $281.4K | 0.01% | +11+1.1% | Added |
| Morningstar Investment Services LLC | 1,067 | $280.0K | 0.00% | +1,067 | New |
| Everett Harris & Co | 1,045 | $279.6K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,038 | $277.7K | 0.01% | +50+5.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,036 | $277.2K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,222 | $275.8K | 0.01% | +36+3.0% | Added |
| Austin Private Wealth, LLC | 1,070 | $273.8K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,006 | $269.1K | 0.01% | +3+0.3% | Added |
| Glenview Trust Co | 1,005 | $268.9K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $267.5K | 0.01% | −400−28.6% | Reduced |
| Auxier Asset Management | 1,000 | $267.5K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $267.5K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $267.5K | 0.19% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,000 | $267.5K | 0.01% | +1,000 | New |
| National Asset Management, Inc. | 1,448 | $265.2K | 0.01% | +517+55.5% | Added |
| Independent Advisor Alliance | 991 | $265.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 986 | $263.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 978 | $261.6K | 0.05% | +214+28.0% | Added |
| Modera Wealth Management, LLC | 973 | $260.4K | 0.00% | +973 | New |
| Trust Co of the South | 963 | $257.6K | 0.06% | −1−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 947 | $253.3K | 0.02% | +33+3.6% | Added |
| MPS Loria Financial Planners, LLC | 944 | $252.5K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 934 | $249.9K | 0.03% | +934 | New |
| Armistice Capital, LLC | 933 | $249.6K | 0.01% | +933 | New |
| Summit Financial, LLC | 921 | $246.4K | 0.01% | −94−9.3% | Reduced |
| Clarius Group, LLC | 920 | $246.1K | 0.02% | −85−8.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 908 | $242.9K | 0.00% | +908 | New |
| J.W. Cole Advisors, Inc. | 902 | $241.3K | 0.01% | +2+0.2% | Added |
| Venture Visionary Partners LLC | 893 | $238.9K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 850 | $227.4K | 0.07% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 847 | $226.6K | 0.11% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 833 | $222.9K | 0.00% | +833 | New |
| Welch Group, LLC | 831 | $222.3K | 0.01% | +831 | New |
| QRG Capital Management, Inc. | 829 | $221.8K | 0.00% | +829 | New |
| Boston Trust Walden Corp | 816 | $218.3K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 811 | $217.0K | 0.01% | +811 | New |
| Conning Inc. | 810 | $216.7K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 809 | $216.4K | 0.00% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 804 | $215.1K | 0.05% | +804 | New |
| Sterling Investment Counsel, LLC | 800 | $214.0K | 0.10% | +800 | New |
| Stephens Inc | 797 | $213.2K | 0.00% | +797 | New |