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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, Q2 2024

Institutional positions in Equifax Inc as of Jun 30, 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
761
+3 vs. Q1 2024
Shares held
120.8M
+3.09M (+2.6%) vs. Q1 2024
Total value
$29.3B
−$2.18B (−6.9%) vs. Q1 2024
New holders
75
309 more added
Sold out
72
223 more reduced

12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 761 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 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 heldQ2 2024: $29.3B
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 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2024.

Institutions holding EFX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
McClarren Financial Advisors, Inc.242$240.02%+141+139.6%Added
American Capital Advisory, LLC0$250.00%0Unchanged
Aspect Partners, LLC1$2420.00%00.0%Unchanged
Asset Dedication, LLC1$2430.00%00.0%Unchanged
Highline Wealth Partners LLC2$4850.00%00.0%Unchanged
Redwood Wealth Management Group, LLC2$4850.00%+2New
PEAK6 Investments LLC3$6300.00%−12,730−100.0%Reduced
Valued Wealth Advisors LLC3$7280.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$9690.00%−276−98.6%Reduced
Gradient Investments LLC4$9700.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$9700.00%00.0%Unchanged
Core Alternative Capital4$9700.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.4$9700.00%+4New
Ruedi Wealth Management, Inc.4$9700.00%+4New
Capital Analysts, LLC4$1.00K0.00%+4New
Wolff Wiese Magana LLC5$1.21K0.00%00.0%Unchanged
True Wealth Design, LLC5$1.21K0.00%+1+25.0%Added
Vermillion & White Wealth Management Group, LLC5$1.22K0.00%00.0%Unchanged
Bokf, NA6$1.46K0.00%−17−73.9%Reduced
Central Trust Co6$1.46K0.00%00.0%Unchanged
Tucker Asset Management LLC6$1.46K0.00%+6New
Qube Research & Technologies Ltd7$1.70K0.00%−49,236−100.0%Reduced
Optiver Holding B.V.7$1.70K0.00%−116−94.3%Reduced
Quarry LP7$1.70K0.00%+7New
Fairway Wealth LLC7$1.70K0.00%+7New
Carolinas Wealth Consulting LLC7$1.70K0.00%−1−12.5%Reduced
Trifecta Capital Advisors, LLC7$1.70K0.00%+7New
Unique Wealth Strategies, LLC7$1.87K0.00%+7New
Pineridge Advisors LLC8$1.94K0.00%00.0%Unchanged
TFC Financial Management8$1.94K0.00%+1+14.3%Added
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
Lazard Asset Management LLC12$2.00K0.00%+12New
Criterion Capital Advisors, LLC10$2.42K0.00%00.0%Unchanged
SJS Investment Consulting Inc.11$2.67K0.00%−111−91.0%Reduced
MCF Advisors LLC11$2.67K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$2.67K0.00%+2+22.2%Added
Cornerstone Planning Group LLC10$2.79K0.00%+8+400.0%Added
RFP Financial Group LLC12$2.91K0.00%+12New
Dunhill Financial, LLC12$2.94K0.00%+2+20.0%Added
Avion Wealth16$3.00K0.00%00.0%Unchanged
NBC Securities, Inc.13$3.00K0.00%00.0%Unchanged
WR Wealth Planners, LLC13$3.15K0.00%+8+160.0%Added
Cullen/Frost Bankers, Inc.13$3.15K0.00%+13New
Zions Bancorporation, N.A.16$3.88K0.00%−10−38.5%Reduced
Concord Wealth Partners16$3.88K0.00%00.0%Unchanged
Red Tortoise LLC16$3.88K0.00%00.0%Unchanged
Quent Capital, LLC16$3.88K0.00%+8+100.0%Added
Opal Wealth Advisors, LLC16$3.88K0.00%+16New
VisionPoint Advisory Group, LLC17$4.12K0.00%00.0%Unchanged
Castleview Partners, LLC17$4.12K0.00%+17New
Abound Wealth Management20$4.85K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC21$5.09K0.00%00.0%Unchanged
State of Wyoming22$5.33K0.00%+6+37.5%Added
Fortitude Family Office, LLC24$5.82K0.00%+1+4.3%Added
ESL Trust Services, LLC24$5.82K0.00%+24New
TD Waterhouse Canada Inc.25$5.91K0.00%−94−79.0%Reduced
Lynx Investment Advisory26$6.19K0.00%+26New
Sachetta, LLC23$6.40K0.00%+14+155.6%Added
Moisand Fitzgerald Tamayo, LLC28$6.79K0.00%00.0%Unchanged
Ransom Advisory, Ltd28$6.79K0.00%00.0%Unchanged
Sandy Spring Bank29$7.04K0.00%+29New
Creative Financial Designs Inc30$7.27K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC32$7.73K0.00%−1−3.0%Reduced
Cherry Tree Wealth Management, LLC34$8.24K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC37$8.97K0.01%+37New
Valley National Advisers Inc38$9.00K0.00%+3+8.6%Added
Rocky Mountain Advisers, LLC42$10.2K0.00%00.0%Unchanged
Solstein Capital, LLC42$10.2K0.01%00.0%Unchanged
First Horizon Advisors, Inc.43$10.4K0.00%−4−8.5%Reduced
Harbor Investment Advisory, LLC48$11.6K0.00%+32+200.0%Added
Bell Investment Advisors, Inc48$11.6K0.00%−3−5.9%Reduced
Johnson Financial Group, Inc.49$11.9K0.00%+2+4.3%Added
Global X Japan Co., Ltd.52$12.6K0.00%−14−21.2%Reduced
Continuum Advisory, LLC52$12.6K0.00%−6−10.3%Reduced
McIlrath & Eck, LLC53$12.8K0.00%00.0%Unchanged
GW&K Investment Management, LLC53$13.0K0.00%+7+15.2%Added
Raleigh Capital Management Inc.67$16.2K0.01%+2+3.1%Added
Proequities, Inc.68$16.5K0.00%−2−2.9%Reduced
West Paces Advisors Inc.72$17.5K0.00%00.0%Unchanged
Park Place Capital Corp73$17.7K0.01%00.0%Unchanged
EnRich Financial Partners LLC79$19.2K0.01%00.0%Unchanged
AdvisorNet Financial, Inc80$19.4K0.00%−24−23.1%Reduced
Rise Advisors, LLC80$19.5K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC81$19.6K0.01%+1+1.3%Added
Farmers & Merchants Investments Inc82$19.9K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC83$20.1K0.00%00.0%Unchanged
Private Wealth Management Group, LLC87$21.1K0.01%00.0%Unchanged
Meeder Asset Management Inc89$21.6K0.00%+75+535.7%Added
Smithfield Trust Co99$23.0K0.00%00.0%Unchanged
Spire Wealth Management98$23.8K0.00%+1+1.0%Added
Optimum Investment Advisors100$24.2K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$24.2K0.01%00.0%Unchanged
Catalyst Funds Management Pty Ltd100$24.2K0.01%+100New
Raffa Wealth Management, LLC107$25.9K0.01%00.0%Unchanged
Addison Advisors LLC111$26.9K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC120$29.0K0.00%+7+6.2%Added
Ofi Invest Asset Management130$29.4K0.00%+6+4.8%Added
Atlas Capital Advisors LLC125$30.3K0.00%00.0%Unchanged
Tortoise Investment Management, LLC125$30.3K0.00%+54+76.1%Added