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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Yoder Wealth Management, Inc. | 791 | $211.6K | 0.14% | +791 | New |
| Snowden Capital Advisors LLC | 786 | $210.3K | 0.01% | +786 | New |
| Kestra Private Wealth Services, LLC | 785 | $209.9K | 0.00% | +785 | New |
| Great Lakes Advisors, LLC | 783 | $209.5K | 0.00% | +783 | New |
| Seed Wealth Management, Inc. | 800 | $208.6K | 0.20% | +800 | New |
| Northeast Investment Management | 776 | $207.6K | 0.01% | +776 | New |
| Scotia Capital Inc. | 775 | $207.3K | 0.00% | +775 | New |
| 9258 Wealth Management, LLC | 773 | $206.8K | 0.03% | +773 | New |
| Nicholas Hoffman & Company, LLC. | 766 | $204.9K | 0.01% | −398−34.2% | Reduced |
| AJOVista, LLC | 765 | $204.7K | 0.55% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 757 | $202.5K | 0.04% | +757 | New |
| Sequoia Financial Advisors, LLC | 757 | $202.4K | 0.00% | −1,203−61.4% | Reduced |
| Institute for Wealth Management, LLC. | 749 | $200.4K | 0.03% | +749 | New |
| Whittier Trust Co | 669 | $179.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 665 | $177.9K | 0.01% | +19+2.9% | Added |
| Delta Asset Management LLC | 663 | $177.4K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 642 | $172.0K | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 632 | $169.1K | 0.01% | +51+8.8% | Added |
| Paradigm Asset Management Co LLC | 600 | $160.5K | 0.04% | −200−25.0% | Reduced |
| Eagle Bay Advisors LLC | 596 | $159.4K | 0.10% | −152−20.3% | Reduced |
| Westpac Banking Corp | 580 | $155.2K | 0.01% | +27+4.9% | Added |
| Penserra Capital Management LLC | 568 | $151.0K | 0.00% | −544−48.9% | Reduced |
| GeoWealth Management, LLC | 563 | $150.6K | 0.01% | −310−35.5% | Reduced |
| Lindbrook Capital, LLC | 508 | $135.9K | 0.01% | +11+2.2% | Added |
| IFP Advisors, Inc | 461 | $123.4K | 0.01% | −13−2.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 450 | $120.5K | 0.08% | +180+66.7% | Added |
| Massmutual Trust Co FSB | 437 | $116.9K | 0.00% | +2+0.5% | Added |
| Pflug Koory, LLC | 430 | $115.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 420 | $112.5K | 0.00% | +82+24.3% | Added |
| Peoples Bank | 415 | $111.0K | 0.09% | −10−2.4% | Reduced |
| Arlington Trust Co LLC | 410 | $109.7K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 442 | $109.3K | 0.00% | +442 | New |
| Trust Co of Vermont | 405 | $108.3K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 403 | $107.8K | 0.03% | +3+0.8% | Added |
| Alta Advisers Ltd | 400 | $107.0K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 397 | $106.0K | 0.02% | +24+6.4% | Added |
| DT Investment Partners, LLC | 355 | $95.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 347 | $92.8K | 0.02% | +2+0.6% | Added |
| Farther Finance Advisors, LLC | 350 | $91.3K | 0.01% | +22+6.7% | Added |
| Piscataqua Savings Bank | 341 | $91.2K | 0.08% | +4+1.2% | Added |
| GWM Advisors LLC | 321 | $85.9K | 0.00% | −8−2.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 279 | $75.0K | 0.00% | +225+416.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 280 | $74.9K | 0.00% | +278+13,900.0% | Added |
| Versant Capital Management, Inc | 270 | $72.2K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 263 | $70.4K | 0.00% | +263 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 263 | $70.4K | 0.01% | −2,000−88.4% | Reduced |
| City State Bank | 250 | $67.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 231 | $62.0K | 0.01% | +6+2.7% | Added |
| Smartleaf Asset Management LLC | 233 | $61.1K | 0.01% | +213+1,065.0% | Added |
| Key Financial Inc | 227 | $60.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 224 | $59.9K | 0.01% | +1+0.4% | Added |
| Osterweis Capital Management Inc | 210 | $56.2K | 0.00% | −90−30.0% | Reduced |
| First Financial Corp | 209 | $55.9K | 0.03% | +209 | New |
| Larson Financial Group LLC | 201 | $53.8K | 0.00% | +159+378.6% | Added |
| Compass Wealth Management LLC | 200 | $53.5K | 0.01% | −75−27.3% | Reduced |
| Cape Investment Advisory, Inc. | 200 | $53.5K | 0.03% | −12−5.7% | Reduced |
| Clearstead Advisors, LLC | 184 | $45.0K | 0.00% | −17−8.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $40.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 150 | $40.1K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 151 | $40.0K | 0.05% | −29−16.1% | Reduced |
| Harbour Investments, Inc. | 147 | $39.3K | 0.00% | +81+122.7% | Added |
| Venturi Wealth Management, LLC | 145 | $38.8K | 0.00% | +9+6.6% | Added |
| Glen Eagle Advisors, LLC | 143 | $38.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 140 | $37.5K | 0.00% | +3+2.2% | Added |
| Horizon Bancorp Inc | 132 | $35.0K | 0.02% | −12−8.3% | Reduced |
| Caldwell Trust Co | 126 | $33.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $33.4K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 123 | $32.9K | 0.00% | +123 | New |
| SJS Investment Consulting Inc. | 122 | $32.6K | 0.01% | +109+838.5% | Added |
| Global Retirement Partners, LLC | 120 | $32.0K | 0.00% | −384−76.2% | Reduced |
| Ofi Invest Asset Management | 124 | $30.7K | 0.00% | +124 | New |
| TD Waterhouse Canada Inc. | 119 | $30.4K | 0.00% | +8+7.2% | Added |
| Capital Advisors, Ltd. LLC | 113 | $30.0K | 0.00% | +1+0.9% | Added |
| Umb Bank N A | 112 | $30.0K | 0.00% | −193−63.3% | Reduced |
| Addison Advisors LLC | 111 | $29.7K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 111 | $29.7K | 0.03% | +111 | New |
| Raffa Wealth Management, LLC | 107 | $28.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 106 | $28.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $27.8K | 0.00% | +74+246.7% | Added |
| McClarren Financial Advisors, Inc. | 101 | $27.0K | 0.02% | +1+1.0% | Added |
| Optimum Investment Advisors | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $26.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 99 | $26.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $25.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 97 | $25.9K | 0.00% | −124−56.1% | Reduced |
| Colonial Trust Advisors | 95 | $25.4K | 0.00% | +92+3,066.7% | Added |
| Wetzel Investment Advisors, Inc. | 110 | $23.9K | 0.01% | +10+10.0% | Added |
| Private Wealth Management Group, LLC | 87 | $23.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $22.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $21.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $21.4K | 0.01% | +80 | New |
| Geneos Wealth Management Inc. | 80 | $21.4K | 0.00% | −113−58.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $21.4K | 0.01% | +18+29.0% | Added |
| EnRich Financial Partners LLC | 79 | $21.1K | 0.01% | +79 | New |
| Park Place Capital Corp | 73 | $19.5K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $19.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 71 | $19.0K | 0.00% | +71 | New |
| Proequities, Inc. | 70 | $18.7K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 66 | $17.7K | 0.00% | −91−58.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 66 | $17.7K | 0.01% | 00.0% | Unchanged |