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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 697 | $164.8K | 0.01% | +347+99.1% | Added |
| Whittier Trust Co | 669 | $162.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 663 | $160.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 618 | $149.9K | 0.01% | +157+34.1% | Added |
| Eagle Bay Advisors LLC | 597 | $144.8K | 0.09% | +1+0.2% | Added |
| Penserra Capital Management LLC | 581 | $141.0K | 0.00% | +13+2.3% | Added |
| GeoWealth Management, LLC | 555 | $134.6K | 0.01% | −8−1.4% | Reduced |
| Lindbrook Capital, LLC | 546 | $132.4K | 0.01% | +38+7.5% | Added |
| Family Firm, Inc. | 545 | $132.1K | 0.03% | +545 | New |
| Pension & Wealth Management Advisors, Inc. | 540 | $131.0K | 0.08% | +90+20.0% | Added |
| Sentry Investment Management LLC | 533 | $129.0K | 0.06% | −109−17.0% | Reduced |
| Chris Bulman Inc | 513 | $124.4K | 0.09% | +513 | New |
| Massmutual Trust Co FSB | 507 | $122.9K | 0.00% | +70+16.0% | Added |
| Parallel Advisors, LLC | 506 | $122.8K | 0.00% | +86+20.5% | Added |
| Global Retirement Partners, LLC | 422 | $102.2K | 0.00% | +302+251.7% | Added |
| Peoples Bank | 415 | $100.6K | 0.08% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 410 | $99.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 405 | $98.2K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 404 | $98.0K | 0.03% | +1+0.2% | Added |
| Alta Advisers Ltd | 400 | $97.0K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 397 | $96.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $86.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 347 | $84.1K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $81.7K | 0.07% | −4−1.2% | Reduced |
| Cromwell Holdings LLC | 327 | $79.3K | 0.05% | +327 | New |
| Smartleaf Asset Management LLC | 317 | $76.0K | 0.01% | +84+36.1% | Added |
| Whittier Trust Co of Nevada Inc | 297 | $72.0K | 0.00% | +191+180.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 292 | $71.0K | 0.00% | +13+4.7% | Added |
| GWM Advisors LLC | 275 | $66.6K | 0.00% | −46−14.3% | Reduced |
| Versant Capital Management, Inc | 270 | $65.5K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 263 | $63.8K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 254 | $62.0K | 0.01% | +23+10.0% | Added |
| Strengthening Families & Communities, LLC | 253 | $61.0K | 0.02% | +253 | New |
| City State Bank | 250 | $60.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 229 | $55.5K | 0.01% | +5+2.2% | Added |
| Key Financial Inc | 227 | $55.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 15,305 | $55.0K | 0.00% | +15,305 | New |
| Osterweis Capital Management Inc | 210 | $50.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 209 | $50.7K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $48.5K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $48.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 195 | $47.3K | 0.00% | +83+74.1% | Added |
| ORG Partners LLC | 199 | $47.2K | 0.01% | +199 | New |
| Activest Wealth Management | 194 | $47.0K | 0.02% | +194 | New |
| Geneos Wealth Management Inc. | 194 | $47.0K | 0.00% | +114+142.5% | Added |
| Covestor Ltd | 188 | $46.0K | 0.03% | +123+189.2% | Added |
| Ridgewood Investments LLC | 174 | $42.2K | 0.02% | +174 | New |
| Ronald Blue Trust, Inc. | 156 | $41.7K | 0.00% | +114+271.4% | Added |
| SRS Capital Advisors, Inc. | 150 | $36.4K | 0.00% | +53+54.6% | Added |
| Ancora Advisors, LLC | 150 | $36.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 149 | $36.1K | 0.00% | +2+1.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $36.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 146 | $35.4K | 0.00% | +6+4.3% | Added |
| Glen Eagle Advisors, LLC | 143 | $34.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 138 | $33.5K | 0.03% | +138 | New |
| Horizon Bancorp Inc | 132 | $32.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 131 | $31.8K | 0.00% | +76+138.2% | Added |
| Caldwell Trust Co | 126 | $30.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $30.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 125 | $30.3K | 0.00% | +54+76.1% | Added |
| Mascoma Wealth Management LLC | 125 | $30.3K | 0.01% | +125 | New |
| Ofi Invest Asset Management | 130 | $29.4K | 0.00% | +6+4.8% | Added |
| Capital Advisors, Ltd. LLC | 120 | $29.0K | 0.00% | +7+6.2% | Added |
| Addison Advisors LLC | 111 | $26.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $25.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $24.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $24.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $24.2K | 0.01% | +100 | New |
| Spire Wealth Management | 98 | $23.8K | 0.00% | +1+1.0% | Added |
| Smithfield Trust Co | 99 | $23.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 89 | $21.6K | 0.00% | +75+535.7% | Added |
| Private Wealth Management Group, LLC | 87 | $21.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $20.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $19.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 81 | $19.6K | 0.01% | +1+1.3% | Added |
| Rise Advisors, LLC | 80 | $19.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $19.4K | 0.00% | −24−23.1% | Reduced |
| EnRich Financial Partners LLC | 79 | $19.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 73 | $17.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $17.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 68 | $16.5K | 0.00% | −2−2.9% | Reduced |
| Raleigh Capital Management Inc. | 67 | $16.2K | 0.01% | +2+3.1% | Added |
| GW&K Investment Management, LLC | 53 | $13.0K | 0.00% | +7+15.2% | Added |
| McIlrath & Eck, LLC | 53 | $12.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 52 | $12.6K | 0.00% | −14−21.2% | Reduced |
| Continuum Advisory, LLC | 52 | $12.6K | 0.00% | −6−10.3% | Reduced |
| Johnson Financial Group, Inc. | 49 | $11.9K | 0.00% | +2+4.3% | Added |
| Bell Investment Advisors, Inc | 48 | $11.6K | 0.00% | −3−5.9% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $11.6K | 0.00% | +32+200.0% | Added |
| First Horizon Advisors, Inc. | 43 | $10.4K | 0.00% | −4−8.5% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $10.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $10.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $9.00K | 0.00% | +3+8.6% | Added |
| Financial Network Wealth Advisors LLC | 37 | $8.97K | 0.01% | +37 | New |
| Cherry Tree Wealth Management, LLC | 34 | $8.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $7.73K | 0.00% | −1−3.0% | Reduced |
| Creative Financial Designs Inc | 30 | $7.27K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 29 | $7.04K | 0.00% | +29 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $6.79K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 28 | $6.79K | 0.00% | 00.0% | Unchanged |