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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 125 | $30.3K | 0.01% | +125 | New |
| Caldwell Trust Co | 126 | $30.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 131 | $31.8K | 0.00% | +76+138.2% | Added |
| Horizon Bancorp Inc | 132 | $32.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 138 | $33.5K | 0.03% | +138 | New |
| Glen Eagle Advisors, LLC | 143 | $34.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 146 | $35.4K | 0.00% | +6+4.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $36.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 149 | $36.1K | 0.00% | +2+1.4% | Added |
| Ancora Advisors, LLC | 150 | $36.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 150 | $36.4K | 0.00% | +53+54.6% | Added |
| Ronald Blue Trust, Inc. | 156 | $41.7K | 0.00% | +114+271.4% | Added |
| Ridgewood Investments LLC | 174 | $42.2K | 0.02% | +174 | New |
| Covestor Ltd | 188 | $46.0K | 0.03% | +123+189.2% | Added |
| Geneos Wealth Management Inc. | 194 | $47.0K | 0.00% | +114+142.5% | Added |
| Activest Wealth Management | 194 | $47.0K | 0.02% | +194 | New |
| ORG Partners LLC | 199 | $47.2K | 0.01% | +199 | New |
| Umb Bank N A | 195 | $47.3K | 0.00% | +83+74.1% | Added |
| Cape Investment Advisory, Inc. | 200 | $48.5K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $48.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 209 | $50.7K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 210 | $50.9K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 15,305 | $55.0K | 0.00% | +15,305 | New |
| Key Financial Inc | 227 | $55.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 229 | $55.5K | 0.01% | +5+2.2% | Added |
| City State Bank | 250 | $60.6K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 253 | $61.0K | 0.02% | +253 | New |
| Benjamin Edwards Inc | 254 | $62.0K | 0.01% | +23+10.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 263 | $63.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 270 | $65.5K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 275 | $66.6K | 0.00% | −46−14.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 292 | $71.0K | 0.00% | +13+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 297 | $72.0K | 0.00% | +191+180.2% | Added |
| Smartleaf Asset Management LLC | 317 | $76.0K | 0.01% | +84+36.1% | Added |
| Cromwell Holdings LLC | 327 | $79.3K | 0.05% | +327 | New |
| Piscataqua Savings Bank | 337 | $81.7K | 0.07% | −4−1.2% | Reduced |
| CVA Family Office, LLC | 347 | $84.1K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $86.1K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 397 | $96.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $97.0K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 404 | $98.0K | 0.03% | +1+0.2% | Added |
| Trust Co of Vermont | 405 | $98.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 410 | $99.4K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 415 | $100.6K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 422 | $102.2K | 0.00% | +302+251.7% | Added |
| Parallel Advisors, LLC | 506 | $122.8K | 0.00% | +86+20.5% | Added |
| Massmutual Trust Co FSB | 507 | $122.9K | 0.00% | +70+16.0% | Added |
| Chris Bulman Inc | 513 | $124.4K | 0.09% | +513 | New |
| Sentry Investment Management LLC | 533 | $129.0K | 0.06% | −109−17.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 540 | $131.0K | 0.08% | +90+20.0% | Added |
| Family Firm, Inc. | 545 | $132.1K | 0.03% | +545 | New |
| Lindbrook Capital, LLC | 546 | $132.4K | 0.01% | +38+7.5% | Added |
| GeoWealth Management, LLC | 555 | $134.6K | 0.01% | −8−1.4% | Reduced |
| Penserra Capital Management LLC | 581 | $141.0K | 0.00% | +13+2.3% | Added |
| Eagle Bay Advisors LLC | 597 | $144.8K | 0.09% | +1+0.2% | Added |
| IFP Advisors, Inc | 618 | $149.9K | 0.01% | +157+34.1% | Added |
| Delta Asset Management LLC | 663 | $160.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 669 | $162.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 697 | $164.8K | 0.01% | +347+99.1% | Added |
| Rothschild Investment LLC | 681 | $165.1K | 0.01% | +16+2.4% | Added |
| Principal Securities, Inc. | 684 | $165.8K | 0.00% | +52+8.2% | Added |
| Mather Group, LLC. | 625 | $167.1K | 0.00% | +183+41.4% | Added |
| Jones Financial Companies LLLP | 739 | $179.1K | 0.00% | +734+14,680.0% | Added |
| Larson Financial Group LLC | 781 | $189.4K | 0.01% | +580+288.6% | Added |
| Westpac Banking Corp | 791 | $191.8K | 0.02% | +211+36.4% | Added |
| Scientech Research LLC | 831 | $201.5K | 0.04% | +831 | New |
| Stephens Inc | 841 | $203.9K | 0.00% | +44+5.5% | Added |
| Lakeshore Financial Planning, Inc. | 847 | $205.4K | 0.10% | 00.0% | Unchanged |
| Conning Inc. | 848 | $205.6K | 0.01% | +38+4.7% | Added |
| Advus Financial Partners, LLC | 850 | $206.1K | 0.06% | −6−0.7% | Reduced |
| Apeiron RIA LLC | 850 | $206.1K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 850 | $206.1K | 0.01% | +705+486.2% | Added |
| Diversify Wealth Management, LLC | 740 | $206.1K | 0.03% | +740 | New |
| Venture Visionary Partners LLC | 860 | $208.5K | 0.01% | −33−3.7% | Reduced |
| National Asset Management, Inc. | 883 | $214.1K | 0.01% | −565−39.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 886 | $214.8K | 0.01% | −150−14.5% | Reduced |
| Clarius Group, LLC | 891 | $216.0K | 0.02% | −29−3.2% | Reduced |
| J.W. Cole Advisors, Inc. | 902 | $218.7K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 941 | $228.2K | 0.02% | −6−0.6% | Reduced |
| MPS Loria Financial Planners, LLC | 944 | $228.9K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 950 | $230.3K | 0.01% | −1,081−53.2% | Reduced |
| Trust Co of the South | 963 | $233.5K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 965 | $234.0K | 0.00% | −8−0.8% | Reduced |
| Salem Investment Counselors Inc | 986 | $239.1K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 986 | $239.1K | 0.01% | +723+274.9% | Added |
| Howland Capital Management LLC | 1,000 | $242.5K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 1,000 | $242.5K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $242.5K | 0.00% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $242.5K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $242.5K | 0.11% | 00.0% | Unchanged |
| American Trust | 1,002 | $242.9K | 0.02% | −86−7.9% | Reduced |
| Glenview Trust Co | 1,005 | $243.7K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,006 | $243.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,009 | $244.6K | 0.02% | +1,009 | New |
| Ci Investments Inc. | 1,026 | $249.0K | 0.00% | −57−5.3% | Reduced |
| Everett Harris & Co | 1,033 | $250.5K | 0.00% | −12−1.1% | Reduced |
| LRI Investments, LLC | 1,039 | $252.0K | 0.03% | +1,039 | New |
| Frank, Rimerman Advisors LLC | 1,046 | $253.6K | 0.02% | +1,046 | New |
| Wetherby Asset Management Inc | 1,055 | $255.8K | 0.01% | +3+0.3% | Added |
| Change Path, LLC | 1,063 | $257.0K | 0.01% | +1,063 | New |