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
- 760
- +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
- 222 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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 1,531 | $371.2K | 0.04% | −4,397−74.2% | Reduced |
| CAPROCK Group, Inc. | 1,518 | $368.2K | 0.01% | −659−30.3% | Reduced |
| Panagora Asset Management Inc | 1,514 | $367.1K | 0.00% | −2,688−64.0% | Reduced |
| 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 |
| Oxford Financial Group Ltd | 1,491 | $361.5K | 0.02% | +16+1.1% | Added |
| Quotient Wealth Partners, LLC | 1,490 | $361.3K | 0.01% | +1,490 | New |
| MJP Associates Inc | 1,489 | $361.0K | 0.08% | +106+7.7% | Added |
| SNS Financial Group, LLC | 1,486 | $360.3K | 0.04% | +3+0.2% | Added |
| Vontobel Holding Ltd. | 1,446 | $350.6K | 0.00% | −265−15.5% | Reduced |
| Strategic Blueprint, LLC | 1,440 | $349.1K | 0.02% | −56−3.7% | Reduced |
| Bryn Mawr Trust Co | 1,435 | $347.9K | 0.01% | −6−0.4% | Reduced |
| CWM, LLC | 1,427 | $346.0K | 0.00% | +13+0.9% | Added |
| WSFS Capital Management, LLC | 1,404 | $340.4K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,398 | $339.0K | 0.01% | +20+1.5% | Added |
| TrueWealth Advisors, LLC | 1,388 | $336.6K | 0.12% | +1+0.1% | Added |
| Lake Street Advisors Group, LLC | 1,384 | $335.6K | 0.02% | +59+4.5% | Added |
| Wolverine Trading, LLC | 1,363 | $330.5K | 0.01% | −461−25.3% | Reduced |
| 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 |
| Gsa Capital Partners LLP | 1,351 | $328.0K | 0.02% | +1,351 | New |
| Summit Financial, LLC | 1,344 | $325.9K | 0.01% | +423+45.9% | Added |
| Symmetry Partners, LLC | 1,336 | $324.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,334 | $323.4K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 1,333 | $323.2K | 0.11% | +1,333 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $319.0K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,308 | $317.1K | 0.08% | −465−26.2% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $315.2K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,283 | $311.1K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,279 | $310.0K | 0.06% | −19−1.5% | Reduced |
| Ostrum Asset Management | 1,274 | $308.9K | 0.03% | −1,978−60.8% | Reduced |
| Riverwater Partners LLC | 1,265 | $306.7K | 0.23% | +1,265 | New |
| Steward Partners Investment Advisory, LLC | 1,261 | $305.7K | 0.00% | −65−4.9% | Reduced |
| International Assets Investment Management, LLC | 1,247 | $302.4K | 0.03% | +127+11.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,243 | $301.4K | 0.03% | −31−2.4% | Reduced |
| 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 |
| Personal Cfo Solutions, LLC | 1,223 | $296.5K | 0.05% | +32+2.7% | Added |
| Wendell David Associates Inc | 1,212 | $294.0K | 0.03% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 1,200 | $291.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,177 | $285.4K | 0.01% | +139+13.4% | Added |
| Independent Advisor Alliance | 1,168 | $283.2K | 0.01% | +177+17.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,161 | $281.4K | 0.15% | +2+0.2% | Added |
| Edge Capital Group, LLC | 1,158 | $280.8K | 0.01% | −39−3.3% | Reduced |
| Portside Wealth Group, LLC | 1,152 | $279.3K | 0.05% | +64+5.9% | Added |
| Coldstream Capital Management Inc | 1,137 | $275.7K | 0.01% | −376−24.9% | Reduced |
| Sabal Trust CO | 1,117 | $270.8K | 0.02% | +5+0.4% | Added |
| D.A. Davidson & Co. | 1,114 | $270.1K | 0.00% | −50−4.3% | Reduced |
| Morningstar Investment Services LLC | 1,126 | $270.0K | 0.00% | +59+5.5% | Added |
| Park National Corp | 1,100 | $266.7K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 1,098 | $266.2K | 0.03% | +3+0.3% | Added |
| Jump Financial, LLC | 1,092 | $264.8K | 0.01% | −9,895−90.1% | Reduced |
| 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 |
| Palogic Value Management, L.P. | 1,083 | $262.6K | 0.11% | +21+2.0% | Added |
| Sequoia Financial Advisors, LLC | 1,079 | $261.7K | 0.00% | +322+42.5% | Added |
| Austin Private Wealth, LLC | 1,070 | $259.4K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,069 | $259.1K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,062 | $257.5K | 0.00% | +1,062 | New |
| Cannon Financial Strategists, Inc. | 1,061 | $257.3K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 1,063 | $257.0K | 0.01% | +1,063 | New |
| Wetherby Asset Management Inc | 1,055 | $255.8K | 0.01% | +3+0.3% | Added |
| Frank, Rimerman Advisors LLC | 1,046 | $253.6K | 0.02% | +1,046 | New |
| LRI Investments, LLC | 1,039 | $252.0K | 0.03% | +1,039 | New |
| Everett Harris & Co | 1,033 | $250.5K | 0.00% | −12−1.1% | Reduced |
| Ci Investments Inc. | 1,026 | $249.0K | 0.00% | −57−5.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,009 | $244.6K | 0.02% | +1,009 | New |
| Ferguson Wellman Capital Management, Inc | 1,006 | $243.9K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 1,005 | $243.7K | 0.00% | 00.0% | Unchanged |
| American Trust | 1,002 | $242.9K | 0.02% | −86−7.9% | Reduced |
| Howland Capital Management LLC | 1,000 | $242.5K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 1,000 | $242.5K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $242.5K | 0.00% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $242.5K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $242.5K | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 986 | $239.1K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 986 | $239.1K | 0.01% | +723+274.9% | Added |
| Modera Wealth Management, LLC | 965 | $234.0K | 0.00% | −8−0.8% | Reduced |
| Trust Co of the South | 963 | $233.5K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 950 | $230.3K | 0.01% | −1,081−53.2% | Reduced |
| MPS Loria Financial Planners, LLC | 944 | $228.9K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 941 | $228.2K | 0.02% | −6−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 902 | $218.7K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 891 | $216.0K | 0.02% | −29−3.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 886 | $214.8K | 0.01% | −150−14.5% | Reduced |
| National Asset Management, Inc. | 883 | $214.1K | 0.01% | −565−39.0% | Reduced |
| Venture Visionary Partners LLC | 860 | $208.5K | 0.01% | −33−3.7% | Reduced |
| Diversify Wealth Management, LLC | 740 | $206.1K | 0.03% | +740 | New |
| Apeiron RIA LLC | 850 | $206.1K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 850 | $206.1K | 0.01% | +705+486.2% | Added |
| Conning Inc. | 848 | $205.6K | 0.01% | +38+4.7% | Added |
| Lakeshore Financial Planning, Inc. | 847 | $205.4K | 0.10% | 00.0% | Unchanged |
| Stephens Inc | 841 | $203.9K | 0.00% | +44+5.5% | Added |
| Scientech Research LLC | 831 | $201.5K | 0.04% | +831 | New |
| Westpac Banking Corp | 791 | $191.8K | 0.02% | +211+36.4% | Added |
| Larson Financial Group LLC | 781 | $189.4K | 0.01% | +580+288.6% | Added |
| Jones Financial Companies LLLP | 739 | $179.1K | 0.00% | +734+14,680.0% | Added |
| Mather Group, LLC. | 625 | $167.1K | 0.00% | +183+41.4% | Added |
| Principal Securities, Inc. | 684 | $165.8K | 0.00% | +52+8.2% | Added |
| Rothschild Investment LLC | 681 | $165.1K | 0.01% | +16+2.4% | Added |