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 |
|---|---|---|---|---|---|
| Burgundy Asset Management Ltd. | 269,796 | $65.4M | 0.69% | −2,655−1.0% | Reduced |
| HSBC Holdings PLC | 270,637 | $65.6M | 0.04% | +32,549+13.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 271,572 | $65.8M | 0.05% | −21,342−7.3% | Reduced |
| Federated Hermes, Inc. | 281,319 | $68.2M | 0.16% | +7,990+2.9% | Added |
| Envestnet Asset Management Inc | 281,930 | $68.4M | 0.02% | +19,438+7.4% | Added |
| Rathbone Brothers plc | 292,937 | $71.0M | 0.39% | −263−0.1% | Reduced |
| Baird Financial Group, Inc. | 296,956 | $72.0M | 0.15% | −20,767−6.5% | Reduced |
| Citadel Advisors LLC | 298,785 | $72.4M | 0.07% | +168,250+128.9% | Added |
| Russell Investments Group, Ltd. | 320,241 | $77.6M | 0.13% | +18,032+6.0% | Added |
| TD Asset Management Inc | 347,314 | $84.2M | 0.08% | +24,131+7.5% | Added |
| Ceredex Value Advisors LLC | 350,356 | $84.9M | 1.61% | +196,106+127.1% | Added |
| Nuveen Asset Management, LLC | 352,572 | $85.5M | 0.02% | +83,314+30.9% | Added |
| Swiss National Bank | 367,900 | $89.2M | 0.06% | −1,100−0.3% | Reduced |
| Raymond James & Associates | 385,378 | $93.4M | 0.06% | +13,540+3.6% | Added |
| Theleme Partners LLP | 391,088 | $94.8M | 4.72% | +391,088 | New |
| Aviva PLC | 417,100 | $101.1M | 0.28% | +1100.0% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 458,387 | $111.1M | 0.45% | −14,418−3.0% | Reduced |
| Wells Fargo & Company | 541,271 | $131.2M | 0.03% | +4,612+0.9% | Added |
| Ensign Peak Advisors, Inc | 555,937 | $134.8M | 0.25% | −13,003−2.3% | Reduced |
| Dimensional Fund Advisors LP | 584,820 | $141.8M | 0.04% | +81,966+16.3% | Added |
| Pictet Asset Management Holding SA | 588,127 | $142.6M | 0.16% | −38,990−6.2% | Reduced |
| American Century Companies Inc | 606,969 | $147.2M | 0.09% | +130,249+27.3% | Added |
| JPMorgan Chase & Co | 607,758 | $147.4M | 0.01% | +164,378+37.1% | Added |
| Goldman Sachs Group Inc | 637,029 | $154.5M | 0.03% | −59,262−8.5% | Reduced |
| Franklin Resources Inc | 643,609 | $156.0M | 0.05% | +26,256+4.3% | Added |
| Charles Schwab Investment Management Inc | 678,241 | $164.4M | 0.03% | +17,641+2.7% | Added |
| Bessemer Group Inc | 695,375 | $168.6M | 0.30% | −118,295−14.5% | Reduced |
| Ako Capital LLP | 695,966 | $168.7M | 2.32% | +32,154+4.8% | Added |
| Legal & General Group Plc | 710,617 | $172.3M | 0.05% | +15,921+2.3% | Added |
| Neuberger Berman Group LLC | 720,670 | $174.7M | 0.14% | −75,402−9.5% | Reduced |
| Artisan Partners Limited Partnership | 726,790 | $176.2M | 0.27% | −13,163−1.8% | Reduced |
| Intermede Investment Partners Ltd | 745,575 | $180.8M | 3.82% | +21,154+2.9% | Added |
| Kensico Capital Management Corp | 777,500 | $188.5M | 5.87% | +54,300+7.5% | Added |
| UBS Asset Management Americas Inc | 788,242 | $191.1M | 0.05% | +365,255+86.4% | Added |
| Macquarie Group Ltd | 829,951 | $201.2M | 0.23% | +2,496+0.3% | Added |
| Bank of New York Mellon Corp | 978,073 | $237.1M | 0.04% | −22,458−2.2% | Reduced |
| Boston Partners | 1,028,231 | $249.4M | 0.31% | +375,600+57.6% | Added |
| Marshall Wace, LLP | 1,051,210 | $254.9M | 0.36% | −66,017−5.9% | Reduced |
| Norges Bank | 1,066,432 | $258.6M | 0.04% | +31,154+3.0% | Added |
| Northern Trust Corp | 1,167,270 | $283.0M | 0.05% | +67,535+6.1% | Added |
| Bank of America Corp | 1,184,868 | $287.3M | 0.03% | +543,166+84.6% | Added |
| Van Eck Associates Corp | 1,493,083 | $362.0M | 0.51% | −38,818−2.5% | Reduced |
| Jensen Investment Management Inc | 1,505,501 | $365.0M | 2.99% | −31,365−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,567,254 | $380.0M | 0.46% | +126,041+8.7% | Added |
| Cantillon Capital Management LLC | 1,879,834 | $455.8M | 3.05% | −95,668−4.8% | Reduced |
| Parnassus Investments | 2,065,989 | $500.9M | 1.09% | +9460.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,290,220 | $555.3M | 0.94% | +1,916,842+513.4% | Added |
| FMR LLC | 2,353,582 | $570.6M | 0.04% | −158,552−6.3% | Reduced |
| Invesco Ltd. | 2,365,318 | $573.5M | 0.12% | −17,556−0.7% | Reduced |
| Price T Rowe Associates Inc | 2,665,818 | $646.4M | 0.08% | +1,151,725+76.1% | Added |
| Geode Capital Management, LLC | 2,855,919 | $690.5M | 0.06% | +59,532+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,044,561 | $738.2M | 1.80% | +70,091+2.4% | Added |
| Generation Investment Management LLP | 3,618,509 | $877.3M | 4.22% | +305,288+9.2% | Added |
| T. Rowe Price Investment Management, Inc. | 3,936,263 | $954.4M | 0.60% | −110,335−2.7% | Reduced |
| Massachusetts Financial Services Co | 4,276,798 | $1.04B | 0.32% | +200,665+4.9% | Added |
| State Street Corp | 4,763,697 | $1.16B | 0.05% | +39,848+0.8% | Added |
| Morgan Stanley | 5,099,127 | $1.24B | 0.10% | +43,579+0.9% | Added |
| BlackRock Inc. | 9,207,425 | $2.23B | 0.05% | −1,447,341−13.6% | Reduced |
| Vanguard Group Inc | 14,184,397 | $3.44B | 0.07% | +150,949+1.1% | Added |
| Capital International Investors | 14,605,252 | $3.54B | 0.73% | +559,854+4.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Veritas Asset Management LLP | 0 | $0 | 0.00% | −656,305−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −139,906−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −65,417−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −63,900−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −45,600−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −37,395−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −33,412−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −25,487−100.0% | Sold out |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −12,613−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,529−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,555−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −8,896−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −6,396−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −6,054−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,973−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −2,854−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,792−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −908−100.0% | Sold out |