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 |
|---|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | 1,061 | $257.3K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,062 | $257.5K | 0.00% | +1,062 | New |
| GSB Wealth Management, LLC | 1,069 | $259.1K | 0.07% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,070 | $259.4K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,079 | $261.7K | 0.00% | +322+42.5% | Added |
| Palogic Value Management, L.P. | 1,083 | $262.6K | 0.11% | +21+2.0% | Added |
| CWM Advisors, LLC | 1,089 | $264.0K | 0.03% | −572−34.4% | Reduced |
| Private Trust Co NA | 1,089 | $264.0K | 0.03% | −219−16.7% | Reduced |
| Jump Financial, LLC | 1,092 | $264.8K | 0.01% | −9,895−90.1% | Reduced |
| Wealth Alliance | 1,098 | $266.2K | 0.03% | +3+0.3% | Added |
| Park National Corp | 1,100 | $266.7K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,126 | $270.0K | 0.00% | +59+5.5% | Added |
| D.A. Davidson & Co. | 1,114 | $270.1K | 0.00% | −50−4.3% | Reduced |
| Sabal Trust CO | 1,117 | $270.8K | 0.02% | +5+0.4% | Added |
| Coldstream Capital Management Inc | 1,137 | $275.7K | 0.01% | −376−24.9% | Reduced |
| Portside Wealth Group, LLC | 1,152 | $279.3K | 0.05% | +64+5.9% | Added |
| Edge Capital Group, LLC | 1,158 | $280.8K | 0.01% | −39−3.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,161 | $281.4K | 0.15% | +2+0.2% | Added |
| Independent Advisor Alliance | 1,168 | $283.2K | 0.01% | +177+17.9% | Added |
| Ballentine Partners, LLC | 1,177 | $285.4K | 0.01% | +139+13.4% | Added |
| Steele Capital Management, Inc. | 1,200 | $291.0K | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,212 | $294.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,223 | $296.5K | 0.05% | +32+2.7% | Added |
| Thrive Wealth Management, LLC | 1,226 | $297.3K | 0.06% | +124+11.3% | Added |
| Valeo Financial Advisors, LLC | 1,226 | $297.3K | 0.01% | +4+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,243 | $301.4K | 0.03% | −31−2.4% | Reduced |
| International Assets Investment Management, LLC | 1,247 | $302.4K | 0.03% | +127+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,261 | $305.7K | 0.00% | −65−4.9% | Reduced |
| Riverwater Partners LLC | 1,265 | $306.7K | 0.23% | +1,265 | New |
| Ostrum Asset Management | 1,274 | $308.9K | 0.03% | −1,978−60.8% | Reduced |
| Cigna Investments Inc | 1,279 | $310.0K | 0.06% | −19−1.5% | Reduced |
| Siemens Fonds Invest GmbH | 1,283 | $311.1K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,300 | $315.2K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,308 | $317.1K | 0.08% | −465−26.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $319.0K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 1,333 | $323.2K | 0.11% | +1,333 | New |
| Ameritas Investment Partners, Inc. | 1,334 | $323.4K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,336 | $324.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,344 | $325.9K | 0.01% | +423+45.9% | Added |
| Gsa Capital Partners LLP | 1,351 | $328.0K | 0.02% | +1,351 | New |
| Verition Fund Management LLC | 1,361 | $330.0K | 0.00% | −256−15.8% | Reduced |
| Syon Capital LLC | 1,361 | $330.0K | 0.03% | +24+1.8% | Added |
| Wolverine Trading, LLC | 1,363 | $330.5K | 0.01% | −461−25.3% | Reduced |
| Lake Street Advisors Group, LLC | 1,384 | $335.6K | 0.02% | +59+4.5% | Added |
| TrueWealth Advisors, LLC | 1,388 | $336.6K | 0.12% | +1+0.1% | Added |
| Axxcess Wealth Management, LLC | 1,398 | $339.0K | 0.01% | +20+1.5% | Added |
| WSFS Capital Management, LLC | 1,404 | $340.4K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,427 | $346.0K | 0.00% | +13+0.9% | Added |
| Bryn Mawr Trust Co | 1,435 | $347.9K | 0.01% | −6−0.4% | Reduced |
| Strategic Blueprint, LLC | 1,440 | $349.1K | 0.02% | −56−3.7% | Reduced |
| Vontobel Holding Ltd. | 1,446 | $350.6K | 0.00% | −265−15.5% | Reduced |
| SNS Financial Group, LLC | 1,486 | $360.3K | 0.04% | +3+0.2% | Added |
| MJP Associates Inc | 1,489 | $361.0K | 0.08% | +106+7.7% | Added |
| Quotient Wealth Partners, LLC | 1,490 | $361.3K | 0.01% | +1,490 | New |
| Oxford Financial Group Ltd | 1,491 | $361.5K | 0.02% | +16+1.1% | Added |
| Washington Trust Co | 1,500 | $363.7K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $363.7K | 0.30% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,514 | $367.1K | 0.00% | −2,688−64.0% | Reduced |
| CAPROCK Group, Inc. | 1,518 | $368.2K | 0.01% | −659−30.3% | Reduced |
| Seven Eight Capital, LP | 1,531 | $371.2K | 0.04% | −4,397−74.2% | Reduced |
| FIL Ltd | 1,558 | $377.8K | 0.00% | +1,558 | New |
| Integrated Advisors Network LLC | 1,566 | $379.7K | 0.02% | +49+3.2% | Added |
| Foster Victor Wealth Advisors, LLC | 1,459 | $386.1K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,600 | $387.9K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 1,617 | $392.1K | 0.00% | +69+4.5% | Added |
| Pitcairn Co | 1,626 | $394.2K | 0.02% | +69+4.4% | Added |
| Chicago Partners Investment Group LLC | 1,421 | $395.3K | 0.02% | −857−37.6% | Reduced |
| Heritage Wealth Management, LLC | 1,648 | $399.5K | 0.22% | −232−12.3% | Reduced |
| Heritage Family Offices, LLP | 1,648 | $399.5K | 0.22% | +1,648 | New |
| Ironwood Investment Counsel, LLC | 1,650 | $400.1K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,703 | $412.9K | 0.01% | +55+3.3% | Added |
| Quadrant Capital Group LLC | 1,709 | $414.4K | 0.03% | −80−4.5% | Reduced |
| HM Payson & Co | 1,716 | $416.1K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,724 | $418.0K | 0.01% | +21+1.2% | Added |
| Brown Brothers Harriman & Co | 1,737 | $421.2K | 0.00% | −71−3.9% | Reduced |
| V-Square Quantitative Management LLC | 1,739 | $421.6K | 0.07% | −33−1.9% | Reduced |
| NorthRock Partners, LLC | 1,749 | $424.1K | 0.02% | +15+0.9% | Added |
| Correct Capital Wealth Management | 1,751 | $424.5K | 0.10% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,773 | $429.9K | 0.17% | +605+51.8% | Added |
| Wedgewood Investors Inc | 1,775 | $430.4K | 0.51% | +1,775 | New |
| Nomura Holdings Inc | 1,790 | $434.0K | 0.00% | −15,402−89.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,791 | $434.2K | 0.13% | +5+0.3% | Added |
| Shapiro Capital Management LLC | 1,800 | $436.4K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,805 | $437.6K | 0.04% | −195−9.8% | Reduced |
| Empowered Funds, LLC | 1,814 | $439.8K | 0.01% | +119+7.0% | Added |
| Peapack Gladstone Financial Corp | 1,821 | $442.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,837 | $445.4K | 0.02% | −1,251−40.5% | Reduced |
| K.J. Harrison & Partners Inc | 1,860 | $451.0K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,871 | $453.6K | 0.06% | +893+91.3% | Added |
| Washington Trust Advisors, Inc. | 1,878 | $455.3K | 0.04% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,880 | $455.8K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,887 | $457.6K | 0.01% | +327+21.0% | Added |
| Manchester Capital Management LLC | 1,912 | $463.6K | 0.06% | −22−1.1% | Reduced |
| First Manhattan Co | 1,927 | $467.2K | 0.00% | +1+0.1% | Added |
| Aviso Financial Inc. | 1,934 | $468.8K | 0.03% | +1,934 | New |
| Nicolet Bankshares Inc | 1,934 | $468.9K | 0.12% | −57−2.9% | Reduced |
| Vident Advisory, LLC | 1,945 | $471.6K | 0.01% | +318+19.5% | Added |
| HighPoint Advisor Group LLC | 1,719 | $478.0K | 0.03% | +134+8.5% | Added |
| Profund Advisors LLC | 1,988 | $482.0K | 0.02% | −22−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,993 | $483.2K | 0.00% | +795+66.4% | Added |