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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 3,279 | $795.2K | 0.01% | −2,446−42.7% | Reduced |
| Sit Investment Associates Inc | 3,205 | $777.0K | 0.02% | −130−3.9% | 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 |
| Regions Financial Corp | 3,094 | $750.2K | 0.01% | −1,603−34.1% | Reduced |
| Huntington National Bank | 3,050 | $739.5K | 0.01% | +4+0.1% | Added |
| PFC Capital Group, Inc. | 3,045 | $738.0K | 0.37% | 00.0% | Unchanged |
| Gratus Capital LLC | 3,038 | $736.5K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 3,034 | $735.7K | 0.41% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,998 | $726.9K | 0.00% | +89+3.1% | Added |
| Clearstead Advisors, LLC | 2,978 | $722.0K | 0.01% | +2,794+1,518.5% | Added |
| Laurion Capital Management LP | 2,956 | $716.7K | 0.02% | +2,956 | New |
| Centiva Capital, LP | 2,929 | $710.2K | 0.03% | +2,929 | New |
| Silvercrest Asset Management Group LLC | 2,917 | $707.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Pegasus Partners Ltd. | 2,890 | $700.7K | 0.07% | −2,384−45.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,883 | $699.0K | 0.05% | +1,122+63.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,880 | $698.3K | 0.37% | +29+1.0% | Added |
| Spinnaker Trust | 2,860 | $693.4K | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,836 | $687.6K | 0.01% | −10−0.4% | Reduced |
| Eagle Ridge Investment Management | 2,753 | $667.5K | 0.06% | 00.0% | Unchanged |
| Bamco Inc | 2,700 | $654.6K | 0.00% | +117+4.5% | Added |
| Highland Capital Management, LLC | 2,666 | $646.4K | 0.04% | 00.0% | Unchanged |
| Athena Investment Management | 2,620 | $635.2K | 0.39% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,611 | $633.2K | 0.01% | −691−20.9% | Reduced |
| PDT Partners, LLC | 2,600 | $630.4K | 0.06% | −2,405−48.1% | Reduced |
| Bowen Hanes & Co Inc | 2,576 | $624.6K | 0.02% | −240−8.5% | Reduced |
| Financial Advisory Corp | 2,575 | $624.0K | 0.26% | −83−3.1% | Reduced |
| Prudential PLC | 2,570 | $623.1K | 0.00% | +1,145+80.4% | Added |
| Wedmont Private Capital | 2,411 | $622.0K | 0.04% | +235+10.8% | Added |
| Acadian Asset Management LLC | 2,555 | $618.0K | 0.00% | +2,555 | New |
| Essex Financial Services, Inc. | 2,201 | $617.9K | 0.05% | +2,201 | New |
| Bleakley Financial Group, LLC | 2,540 | $615.8K | 0.02% | +181+7.7% | Added |
| Simplicity Wealth,LLC | 2,536 | $614.8K | 0.01% | +186+7.9% | Added |
| RSM US Wealth Management LLC | 2,561 | $609.3K | 0.01% | +2,561 | New |
| Aquatic Capital Management LLC | 2,500 | $606.1K | 0.02% | −13,900−84.8% | Reduced |
| Doheny Asset Management | 2,500 | $606.0K | 0.43% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,486 | $602.8K | 0.05% | −20−0.8% | Reduced |
| Allworth Financial LP | 2,313 | $602.1K | 0.00% | +33+1.4% | Added |
| Vestcor Inc | 2,464 | $597.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,452 | $594.5K | 0.20% | +2,452 | New |
| LifePlan Financial, LLC | 2,423 | $587.5K | 0.54% | −10.0% | Reduced |
| Lido Advisors, LLC | 2,419 | $586.7K | 0.00% | −275−10.2% | Reduced |
| Teacher Retirement System of Texas | 2,416 | $586.0K | 0.00% | −716−22.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,400 | $581.9K | 0.25% | +2,400 | New |
| Engineers Gate Manager LP | 2,356 | $571.2K | 0.01% | −1,565−39.9% | Reduced |
| Keybank National Association | 2,345 | $568.6K | 0.00% | +42+1.8% | Added |
| Graham Capital Management, L.P. | 2,302 | $558.1K | 0.02% | +948+70.0% | Added |
| Atomi Financial Group, Inc. | 2,297 | $557.0K | 0.04% | +70+3.1% | Added |
| Assenagon Asset Management S.A. | 2,204 | $534.4K | 0.00% | −5,197−70.2% | Reduced |
| Davenport & Co LLC | 2,122 | $514.6K | 0.00% | +141+7.1% | Added |
| Janney Capital Management LLC | 2,114 | $513.0K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,110 | $511.6K | 0.04% | −65−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,822 | $509.1K | 0.03% | +31+1.7% | Added |
| NWF Advisory Services Inc. | 2,091 | $507.0K | 0.08% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,071 | $502.1K | 0.25% | +231+12.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,033 | $492.9K | 0.02% | +214+11.8% | Added |
| Guggenheim Capital LLC | 2,008 | $486.9K | 0.00% | −763−27.5% | Reduced |
| Roundview Capital LLC | 2,002 | $485.4K | 0.04% | −73−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,993 | $483.2K | 0.00% | +795+66.4% | Added |
| Profund Advisors LLC | 1,988 | $482.0K | 0.02% | −22−1.1% | Reduced |
| HighPoint Advisor Group LLC | 1,719 | $478.0K | 0.03% | +134+8.5% | Added |
| Vident Advisory, LLC | 1,945 | $471.6K | 0.01% | +318+19.5% | Added |
| Nicolet Bankshares Inc | 1,934 | $468.9K | 0.12% | −57−2.9% | Reduced |
| Aviso Financial Inc. | 1,934 | $468.8K | 0.03% | +1,934 | New |
| First Manhattan Co | 1,927 | $467.2K | 0.00% | +1+0.1% | Added |
| Manchester Capital Management LLC | 1,912 | $463.6K | 0.06% | −22−1.1% | Reduced |
| Apollon Wealth Management, LLC | 1,887 | $457.6K | 0.01% | +327+21.0% | Added |
| Bragg Financial Advisors, Inc | 1,880 | $455.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $455.3K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,871 | $453.6K | 0.06% | +893+91.3% | Added |
| K.J. Harrison & Partners Inc | 1,860 | $451.0K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,837 | $445.4K | 0.02% | −1,251−40.5% | Reduced |
| Peapack Gladstone Financial Corp | 1,821 | $442.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,814 | $439.8K | 0.01% | +119+7.0% | Added |
| BBR Partners, LLC | 1,805 | $437.6K | 0.04% | −195−9.8% | Reduced |
| Shapiro Capital Management LLC | 1,800 | $436.4K | 0.01% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,791 | $434.2K | 0.13% | +5+0.3% | Added |
| Nomura Holdings Inc | 1,790 | $434.0K | 0.00% | −15,402−89.6% | Reduced |
| Wedgewood Investors Inc | 1,775 | $430.4K | 0.51% | +1,775 | New |
| Gibbs Wealth Management | 1,773 | $429.9K | 0.17% | +605+51.8% | Added |
| Correct Capital Wealth Management | 1,751 | $424.5K | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,749 | $424.1K | 0.02% | +15+0.9% | Added |
| V-Square Quantitative Management LLC | 1,739 | $421.6K | 0.07% | −33−1.9% | Reduced |
| Brown Brothers Harriman & Co | 1,737 | $421.2K | 0.00% | −71−3.9% | Reduced |
| Horizon Investments, LLC | 1,724 | $418.0K | 0.01% | +21+1.2% | Added |
| HM Payson & Co | 1,716 | $416.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,709 | $414.4K | 0.03% | −80−4.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,703 | $412.9K | 0.01% | +55+3.3% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $400.1K | 0.07% | 00.0% | Unchanged |
| 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 |
| Chicago Partners Investment Group LLC | 1,421 | $395.3K | 0.02% | −857−37.6% | Reduced |
| Pitcairn Co | 1,626 | $394.2K | 0.02% | +69+4.4% | Added |
| Greenleaf Trust | 1,617 | $392.1K | 0.00% | +69+4.5% | Added |
| Trust Co of Virginia | 1,600 | $387.9K | 0.04% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 1,459 | $386.1K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,566 | $379.7K | 0.02% | +49+3.2% | Added |
| FIL Ltd | 1,558 | $377.8K | 0.00% | +1,558 | New |