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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.

Institutional holdersQ1 2024: 769 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 698 institutionsQ2 2022: 634 institutionsQ3 2022: 626 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 686 institutionsQ3 2023: 670 institutionsQ4 2023: 729 institutionsQ1 2024: 769 institutionsQ2 2024: 760 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ1 2024: $31.6B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024760$29.3B
Q1 2024769$31.6B
Q4 2023729$29.5B
Q3 2023670$21.7B
Q2 2023686$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022626$19.9B
Q2 2022634$20.6B
Q1 2022698$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2023.

Institutions holding EFX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.65$17.4K0.01%+57+712.5%Added
Covestor Ltd65$17.0K0.01%00.0%Unchanged
Crewe Advisors LLC55$14.7K0.00%+55New
McIlrath & Eck, LLC53$14.2K0.00%00.0%Unchanged
Continuum Advisory, LLC58$13.9K0.00%+58New
Bell Investment Advisors, Inc51$13.6K0.00%+3+6.3%Added
Fernwood Investment Management, LLC49$13.1K0.00%+49New
Johnson Financial Group, Inc.47$12.6K0.00%00.0%Unchanged
First Horizon Advisors, Inc.47$12.6K0.00%−2−4.1%Reduced
GW&K Investment Management, LLC46$12.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.42$11.2K0.00%−42−50.0%Reduced
Rocky Mountain Advisers, LLC42$11.2K0.00%00.0%Unchanged
Solstein Capital, LLC42$11.2K0.01%00.0%Unchanged
Cambridge Trust Co41$11.0K0.00%−9−18.0%Reduced
Cherry Tree Wealth Management, LLC34$9.10K0.00%00.0%Unchanged
Valley National Advisers Inc35$9.00K0.00%+8+29.6%Added
JFS Wealth Advisors, LLC33$8.79K0.00%−6−15.4%Reduced
Creative Financial Designs Inc30$8.03K0.00%−84−73.7%Reduced
Moisand Fitzgerald Tamayo, LLC28$7.49K0.00%00.0%Unchanged
Ransom Advisory, Ltd28$7.49K0.00%+28New
FSA Wealth Management LLC27$7.22K0.00%00.0%Unchanged
Zions Bancorporation, N.A.26$6.96K0.00%00.0%Unchanged
Fortitude Family Office, LLC23$6.15K0.00%00.0%Unchanged
Bokf, NA23$6.00K0.00%+1+4.5%Added
Prestige Wealth Management Group LLC21$5.62K0.00%00.0%Unchanged
Abound Wealth Management20$5.35K0.00%+1+5.3%Added
Avion Wealth16$5.00K0.00%+6+60.0%Added
VisionPoint Advisory Group, LLC17$4.55K0.00%00.0%Unchanged
Concord Wealth Partners16$4.28K0.00%−777−98.0%Reduced
Harbor Investment Advisory, LLC16$4.28K0.00%00.0%Unchanged
Red Tortoise LLC16$4.28K0.00%00.0%Unchanged
State of Wyoming16$4.28K0.00%+2+14.3%Added
Meeder Asset Management Inc14$3.75K0.00%+14New
NBC Securities, Inc.13$3.00K0.00%00.0%Unchanged
MCF Advisors LLC11$2.94K0.00%+1+10.0%Added
Criterion Capital Advisors, LLC10$2.68K0.00%+10New
Dunhill Financial, LLC10$2.63K0.00%+2+25.0%Added
Leonteq Securities AG9$2.41K0.00%−108−92.3%Reduced
DiNuzzo Private Wealth, Inc.9$2.41K0.00%−1−10.0%Reduced
Sachetta, LLC9$2.23K0.00%00.0%Unchanged
Pineridge Advisors LLC8$2.14K0.00%−214−96.4%Reduced
Quent Capital, LLC8$2.14K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC8$2.14K0.00%+2+33.3%Added
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
TFC Financial Management7$1.88K0.00%+1+16.7%Added
Central Trust Co6$1.61K0.00%+6New
North Star Investment Management Corp.6$1.60K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC5$1.34K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.34K0.00%00.0%Unchanged
Jones Financial Companies LLLP5$1.34K0.00%+5New
WR Wealth Planners, LLC5$1.34K0.00%+5New
True Wealth Design, LLC4$1.07K0.00%+2+100.0%Added
Core Alternative Capital4$1.07K0.00%−33−89.2%Reduced
Gradient Investments LLC4$1.07K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$1.07K0.00%00.0%Unchanged
Valued Wealth Advisors LLC3$8030.00%00.0%Unchanged
Group One Trading, L.P.3$8030.00%+3New
Beaird Harris Wealth Management, LLC2$5360.00%00.0%Unchanged
Highline Wealth Partners LLC2$5350.00%00.0%Unchanged
Cornerstone Planning Group LLC2$4550.00%00.0%Unchanged
Aspect Partners, LLC1$2680.00%−5−83.3%Reduced
Hollencrest Capital Management1$2680.00%+1New
Adirondack Trust Co1$2670.00%+1New
Global Assets Advisory, LLC17,730$680.00%+17,730New
American Capital Advisory, LLC0$210.00%0Unchanged
Impact Partnership Wealth, LLC0$150.00%−31−100.0%Reduced
Dogwood Wealth Management LLC0$30.00%0Unchanged
Asset Dedication, LLC1$00.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Liontrust Investment Partners LLP0$00.00%−28,337−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−24,225−100.0%Sold out
Crestline Management, LP0$00.00%−13,238−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−7,701−100.0%Sold out
waypoint wealth counsel0$00.00%−5,849−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−5,150−100.0%Sold out
FDx Advisors, Inc.0$00.00%−4,490−100.0%Sold out
HRT Financial LP0$00.00%−4,220−100.0%Sold out
Virtu Financial LLC0$00.00%−3,509−100.0%Sold out
FJ Investments, LLC0$00.00%−3,200−100.0%Sold out
Friedenthal Financial0$00.00%−2,957−100.0%Sold out
Impax Asset Management Group plc0$00.00%−2,463−100.0%Sold out
GTS Securities LLC0$00.00%−2,175−100.0%Sold out
Pettee Investors, Inc.0$00.00%−1,413−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,331−100.0%Sold out
Cetera Advisors LLC0$00.00%−1,293−100.0%Sold out
LongView Wealth Management0$00.00%−1,147−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−1,084−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−1,038−100.0%Sold out
Washington Trust Bank0$00.00%−1,000−100.0%Sold out
Private Advisor Group, LLC0$00.00%−847−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−845−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−844−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−740−100.0%Sold out
Tobam0$00.00%−568−100.0%Sold out
Advisory Services Network, LLC0$00.00%−380−100.0%Sold out
Glassman Wealth Services0$00.00%−316−100.0%Sold out
ORG Partners LLC0$00.00%−199−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−194−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−165−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−132−100.0%Sold out