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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 7,934 | $1.92M | 0.07% | −46−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,350 | $1.78M | 0.17% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,272 | $1.76M | 0.02% | +250+3.6% | Added |
| Quantitative Investment Management, LLC | 7,251 | $1.76M | 0.19% | +7,251 | New |
| Sanibel Captiva Trust Company, Inc. | 7,226 | $1.75M | 0.06% | −55−0.8% | Reduced |
| Rockland Trust Co | 7,200 | $1.75M | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,085 | $1.72M | 0.02% | +754+11.9% | Added |
| Securian Asset Management, Inc | 7,050 | $1.71M | 0.05% | −200−2.8% | Reduced |
| Louisiana State Employees Retirement System | 7,000 | $1.70M | 0.03% | −200−2.8% | Reduced |
| SYSTM Wealth Solutions LLC | 6,792 | $1.65M | 0.37% | −5,539−44.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,748 | $1.64M | 0.00% | +461+7.3% | Added |
| Wellington Shields & Co., LLC | 6,729 | $1.63M | 0.53% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,518 | $1.58M | 0.26% | −52−0.8% | Reduced |
| Power Wealth Management LLC | 6,427 | $1.56M | 0.74% | +494+8.3% | Added |
| Kestra Advisory Services, LLC | 6,380 | $1.55M | 0.01% | +1,557+32.3% | Added |
| Allianz SE | 6,249 | $1.52M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,205 | $1.50M | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,166 | $1.50M | 0.00% | +218+3.7% | Added |
| Builder Investment Group Inc | 6,153 | $1.49M | 0.41% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 6,062 | $1.47M | 0.53% | +175+3.0% | Added |
| Assetmark, Inc | 6,061 | $1.47M | 0.00% | +788+14.9% | Added |
| Ycg, LLC | 6,000 | $1.45M | 0.12% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 5,966 | $1.45M | 0.63% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,949 | $1.44M | 0.12% | −1,099−15.6% | Reduced |
| Fiduciary Trust Co | 5,946 | $1.44M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,888 | $1.43M | 0.03% | −40−0.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,923 | $1.42M | 0.11% | +31+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 5,849 | $1.42M | 0.01% | +2,383+68.8% | Added |
| Dynasty Wealth Management, LLC | 5,653 | $1.37M | 0.04% | −113−2.0% | Reduced |
| Premier Path Wealth Partners, LLC | 5,517 | $1.34M | 0.23% | +663+13.7% | Added |
| Wellington Shields Capital Management, LLC | 5,438 | $1.32M | 0.24% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,400 | $1.31M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 5,421 | $1.30M | 0.01% | −12,927−70.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,348 | $1.30M | 0.02% | +2,518+89.0% | Added |
| Rakuten Investment Management, Inc. | 5,378 | $1.29M | 0.01% | +1,981+58.3% | Added |
| Univest Financial Corp | 5,250 | $1.27M | 0.35% | 00.0% | Unchanged |
| STRS Ohio | 5,248 | $1.27M | 0.01% | +5,248 | New |
| Bradley Foster & Sargent Inc | 5,212 | $1.26M | 0.02% | +5,212 | New |
| Linscomb & Williams, Inc. | 5,199 | $1.26M | 0.07% | +345+7.1% | Added |
| Metis Global Partners, LLC | 5,167 | $1.25M | 0.04% | +82+1.6% | Added |
| Wealthfront Advisers LLC | 5,141 | $1.25M | 0.00% | +264+5.4% | Added |
| Capital Investment Advisors, LLC | 5,136 | $1.25M | 0.03% | −469−8.4% | Reduced |
| Synovus Financial Corp | 5,029 | $1.22M | 0.02% | +5+0.1% | Added |
| Toroso Investments, LLC | 5,017 | $1.22M | 0.02% | +3,406+211.4% | Added |
| First Financial Bank - Trust Division | 4,998 | $1.21M | 0.12% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 4,987 | $1.21M | 0.00% | −2,495−33.3% | Reduced |
| Fort Washington Investment Advisors Inc | 4,857 | $1.18M | 0.01% | −20−0.4% | Reduced |
| Advisor OS, LLC | 4,731 | $1.15M | 0.13% | +18+0.4% | Added |
| Credit Agricole S A | 4,684 | $1.14M | 0.01% | −3,506−42.8% | Reduced |
| CX Institutional | 4,670 | $1.13M | 0.05% | −12−0.3% | Reduced |
| Public Sector Pension Investment Board | 4,622 | $1.12M | 0.01% | +1,843+66.3% | Added |
| 1832 Asset Management L.P. | 4,621 | $1.12M | 0.00% | −46,293−90.9% | Reduced |
| NEOS Investment Management LLC | 4,604 | $1.12M | 0.05% | +1,084+30.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,602 | $1.12M | 0.12% | −5−0.1% | Reduced |
| LGT Group Foundation | 4,579 | $1.11M | 0.02% | +4,579 | New |
| Cullinan Associates Inc | 4,565 | $1.11M | 0.06% | −185−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 4,583 | $1.11M | 0.00% | −63−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,492 | $1.09M | 0.01% | +749+20.0% | Added |
| Ethic Inc. | 4,484 | $1.09M | 0.03% | −9,215−67.3% | Reduced |
| Two Sigma Investments, LP | 4,471 | $1.08M | 0.00% | +1,706+61.7% | Added |
| Integrated Wealth Concepts LLC | 4,468 | $1.08M | 0.01% | −574−11.4% | Reduced |
| Norinchukin Bank, The | 4,431 | $1.07M | 0.03% | +106+2.5% | Added |
| Veriti Management LLC | 4,364 | $1.06M | 0.07% | +807+22.7% | Added |
| Monticello Wealth Management, LLC | 4,273 | $1.04M | 0.10% | 00.0% | Unchanged |
| Omers Administration Corp | 4,264 | $1.03M | 0.01% | +4,264 | New |
| Donaldson Capital Management, LLC | 4,214 | $1.02M | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,200 | $1.02M | 0.00% | +4,200 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,186 | $1.01M | 0.04% | +2,889+222.7% | Added |
| AQR Capital Management LLC | 4,133 | $1.00M | 0.00% | +4+0.1% | Added |
| Bridgewater Associates, LP | 4,130 | $1.00M | 0.01% | −3,977−49.1% | Reduced |
| Empirical Finance, LLC | 4,117 | $998.2K | 0.06% | −275−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,083 | $990.0K | 0.02% | +1,682+70.1% | Added |
| Swiss Life Asset Management Ltd | 4,081 | $989.4K | 0.01% | +2,512+160.1% | Added |
| Accretive Wealth Partners, LLC | 4,072 | $987.2K | 0.41% | −19−0.5% | Reduced |
| Park Avenue Securities LLC | 4,023 | $975.0K | 0.01% | −36−0.9% | Reduced |
| Nwam LLC | 4,013 | $973.0K | 0.29% | +3+0.1% | Added |
| Brighton Jones LLC | 4,008 | $971.7K | 0.03% | −80−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,987 | $966.7K | 0.07% | −82−2.0% | Reduced |
| Mercer Global Advisors Inc | 3,970 | $962.7K | 0.00% | −424−9.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,938 | $954.8K | 0.59% | +3+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,933 | $953.6K | 0.02% | +21+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,866 | $937.4K | 0.04% | +194+5.3% | Added |
| Advisors Capital Management, LLC | 3,796 | $920.0K | 0.02% | −73−1.9% | Reduced |
| Ossiam | 3,758 | $911.2K | 0.02% | +844+29.0% | Added |
| Community Bank, N.A. | 3,750 | $909.2K | 0.12% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,747 | $908.5K | 0.01% | +462+14.1% | Added |
| Northern Oak Wealth Management Inc | 3,739 | $906.6K | 0.11% | +510+15.8% | Added |
| Intech Investment Management LLC | 3,726 | $903.4K | 0.01% | +44+1.2% | Added |
| Guyasuta Investment Advisors Inc | 3,600 | $890.2K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,634 | $881.1K | 0.01% | +2,801+336.3% | Added |
| Fiduciary Group LLC | 3,598 | $872.4K | 0.09% | −25−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,581 | $868.3K | 0.00% | +547+18.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $863.0K | 0.30% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,533 | $856.6K | 0.01% | +689+24.2% | Added |
| Quantbot Technologies LP | 3,448 | $836.0K | 0.04% | +660+23.7% | Added |
| Triangle Securities Wealth Management | 3,425 | $830.4K | 0.23% | +2+0.1% | Added |
| Wesbanco Bank Inc | 3,416 | $828.2K | 0.03% | −37−1.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $805.5K | 0.13% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,307 | $801.8K | 0.12% | +267+8.8% | Added |
| Brinker Capital Investments, LLC | 3,279 | $795.2K | 0.01% | −2,446−42.7% | Reduced |