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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 2,002 | $485.4K | 0.04% | −73−3.5% | Reduced |
| Guggenheim Capital LLC | 2,008 | $486.9K | 0.00% | −763−27.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,033 | $492.9K | 0.02% | +214+11.8% | Added |
| Everpar Advisors LLC | 2,071 | $502.1K | 0.25% | +231+12.6% | Added |
| NWF Advisory Services Inc. | 2,091 | $507.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,822 | $509.1K | 0.03% | +31+1.7% | Added |
| Natixis Investment Managers International | 2,110 | $511.6K | 0.04% | −65−3.0% | Reduced |
| Janney Capital Management LLC | 2,114 | $513.0K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,122 | $514.6K | 0.00% | +141+7.1% | Added |
| Assenagon Asset Management S.A. | 2,204 | $534.4K | 0.00% | −5,197−70.2% | Reduced |
| Atomi Financial Group, Inc. | 2,297 | $557.0K | 0.04% | +70+3.1% | Added |
| Graham Capital Management, L.P. | 2,302 | $558.1K | 0.02% | +948+70.0% | Added |
| Keybank National Association | 2,345 | $568.6K | 0.00% | +42+1.8% | Added |
| Engineers Gate Manager LP | 2,356 | $571.2K | 0.01% | −1,565−39.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,400 | $581.9K | 0.25% | +2,400 | New |
| Teacher Retirement System of Texas | 2,416 | $586.0K | 0.00% | −716−22.9% | Reduced |
| Lido Advisors, LLC | 2,419 | $586.7K | 0.00% | −275−10.2% | Reduced |
| LifePlan Financial, LLC | 2,423 | $587.5K | 0.54% | −10.0% | Reduced |
| Blueshift Asset Management, LLC | 2,452 | $594.5K | 0.20% | +2,452 | New |
| Vestcor Inc | 2,464 | $597.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,313 | $602.1K | 0.00% | +33+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 2,486 | $602.8K | 0.05% | −20−0.8% | Reduced |
| Doheny Asset Management | 2,500 | $606.0K | 0.43% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,500 | $606.1K | 0.02% | −13,900−84.8% | Reduced |
| RSM US Wealth Management LLC | 2,561 | $609.3K | 0.01% | +2,561 | New |
| Simplicity Wealth,LLC | 2,536 | $614.8K | 0.01% | +186+7.9% | Added |
| Bleakley Financial Group, LLC | 2,540 | $615.8K | 0.02% | +181+7.7% | Added |
| Essex Financial Services, Inc. | 2,201 | $617.9K | 0.05% | +2,201 | New |
| Acadian Asset Management LLC | 2,555 | $618.0K | 0.00% | +2,555 | New |
| Wedmont Private Capital | 2,411 | $622.0K | 0.04% | +235+10.8% | Added |
| Prudential PLC | 2,570 | $623.1K | 0.00% | +1,145+80.4% | Added |
| Financial Advisory Corp | 2,575 | $624.0K | 0.26% | −83−3.1% | Reduced |
| Bowen Hanes & Co Inc | 2,576 | $624.6K | 0.02% | −240−8.5% | Reduced |
| PDT Partners, LLC | 2,600 | $630.4K | 0.06% | −2,405−48.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,611 | $633.2K | 0.01% | −691−20.9% | Reduced |
| Athena Investment Management | 2,620 | $635.2K | 0.39% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 2,666 | $646.4K | 0.04% | 00.0% | Unchanged |
| Bamco Inc | 2,700 | $654.6K | 0.00% | +117+4.5% | Added |
| Eagle Ridge Investment Management | 2,753 | $667.5K | 0.06% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,836 | $687.6K | 0.01% | −10−0.4% | Reduced |
| Spinnaker Trust | 2,860 | $693.4K | 0.04% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,880 | $698.3K | 0.37% | +29+1.0% | Added |
| Meeder Advisory Services, Inc. | 2,883 | $699.0K | 0.05% | +1,122+63.7% | Added |
| Pegasus Partners Ltd. | 2,890 | $700.7K | 0.07% | −2,384−45.2% | Reduced |
| American National Bank | 2,900 | $703.1K | 0.09% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,900 | $703.1K | 0.48% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,917 | $707.3K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,929 | $710.2K | 0.03% | +2,929 | New |
| Laurion Capital Management LP | 2,956 | $716.7K | 0.02% | +2,956 | New |
| Clearstead Advisors, LLC | 2,978 | $722.0K | 0.01% | +2,794+1,518.5% | Added |
| Fifth Third Bancorp | 2,998 | $726.9K | 0.00% | +89+3.1% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $735.7K | 0.41% | 00.0% | Unchanged |
| Gratus Capital LLC | 3,038 | $736.5K | 0.03% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,045 | $738.0K | 0.37% | 00.0% | Unchanged |
| Huntington National Bank | 3,050 | $739.5K | 0.01% | +4+0.1% | Added |
| Regions Financial Corp | 3,094 | $750.2K | 0.01% | −1,603−34.1% | Reduced |
| iA Global Asset Management Inc. | 3,147 | $763.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 3,046 | $763.0K | 0.00% | +1,788+142.1% | Added |
| Sit Investment Associates Inc | 3,205 | $777.0K | 0.02% | −130−3.9% | Reduced |
| Brinker Capital Investments, LLC | 3,279 | $795.2K | 0.01% | −2,446−42.7% | Reduced |
| Orion Portfolio Solutions, LLC | 3,279 | $795.2K | 0.01% | −2,446−42.7% | Reduced |
| LVW Advisors, LLC | 3,307 | $801.8K | 0.12% | +267+8.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $805.5K | 0.13% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,416 | $828.2K | 0.03% | −37−1.1% | Reduced |
| Triangle Securities Wealth Management | 3,425 | $830.4K | 0.23% | +2+0.1% | Added |
| Quantbot Technologies LP | 3,448 | $836.0K | 0.04% | +660+23.7% | Added |
| AE Wealth Management LLC | 3,533 | $856.6K | 0.01% | +689+24.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $863.0K | 0.30% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,581 | $868.3K | 0.00% | +547+18.0% | Added |
| Fiduciary Group LLC | 3,598 | $872.4K | 0.09% | −25−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 3,634 | $881.1K | 0.01% | +2,801+336.3% | Added |
| Guyasuta Investment Advisors Inc | 3,600 | $890.2K | 0.07% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,726 | $903.4K | 0.01% | +44+1.2% | Added |
| Northern Oak Wealth Management Inc | 3,739 | $906.6K | 0.11% | +510+15.8% | Added |
| United Capital Financial Advisers, LLC | 3,747 | $908.5K | 0.01% | +462+14.1% | Added |
| Community Bank, N.A. | 3,750 | $909.2K | 0.12% | 00.0% | Unchanged |
| Ossiam | 3,758 | $911.2K | 0.02% | +844+29.0% | Added |
| Advisors Capital Management, LLC | 3,796 | $920.0K | 0.02% | −73−1.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,866 | $937.4K | 0.04% | +194+5.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,933 | $953.6K | 0.02% | +21+0.5% | Added |
| Novak & Powell Financial Services, Inc. | 3,938 | $954.8K | 0.59% | +3+0.1% | Added |
| Mercer Global Advisors Inc | 3,970 | $962.7K | 0.00% | −424−9.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,987 | $966.7K | 0.07% | −82−2.0% | Reduced |
| Brighton Jones LLC | 4,008 | $971.7K | 0.03% | −80−2.0% | Reduced |
| Nwam LLC | 4,013 | $973.0K | 0.29% | +3+0.1% | Added |
| Park Avenue Securities LLC | 4,023 | $975.0K | 0.01% | −36−0.9% | Reduced |
| Accretive Wealth Partners, LLC | 4,072 | $987.2K | 0.41% | −19−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 4,081 | $989.4K | 0.01% | +2,512+160.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,083 | $990.0K | 0.02% | +1,682+70.1% | Added |
| Empirical Finance, LLC | 4,117 | $998.2K | 0.06% | −275−6.3% | Reduced |
| Bridgewater Associates, LP | 4,130 | $1.00M | 0.01% | −3,977−49.1% | Reduced |
| AQR Capital Management LLC | 4,133 | $1.00M | 0.00% | +4+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,186 | $1.01M | 0.04% | +2,889+222.7% | Added |
| Two Sigma Advisers, LP | 4,200 | $1.02M | 0.00% | +4,200 | New |
| Donaldson Capital Management, LLC | 4,214 | $1.02M | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 4,264 | $1.03M | 0.01% | +4,264 | New |
| Monticello Wealth Management, LLC | 4,273 | $1.04M | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 4,364 | $1.06M | 0.07% | +807+22.7% | Added |
| Norinchukin Bank, The | 4,431 | $1.07M | 0.03% | +106+2.5% | Added |
| Integrated Wealth Concepts LLC | 4,468 | $1.08M | 0.01% | −574−11.4% | Reduced |