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 |
|---|---|---|---|---|---|
| Sachetta, LLC | 23 | $6.40K | 0.00% | +14+155.6% | Added |
| Lynx Investment Advisory | 26 | $6.19K | 0.00% | +26 | New |
| TD Waterhouse Canada Inc. | 25 | $5.91K | 0.00% | −94−79.0% | Reduced |
| Fortitude Family Office, LLC | 24 | $5.82K | 0.00% | +1+4.3% | Added |
| ESL Trust Services, LLC | 24 | $5.82K | 0.00% | +24 | New |
| State of Wyoming | 22 | $5.33K | 0.00% | +6+37.5% | Added |
| Prestige Wealth Management Group LLC | 21 | $5.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $4.85K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 17 | $4.12K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 17 | $4.12K | 0.00% | +17 | New |
| Opal Wealth Advisors, LLC | 16 | $3.88K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 16 | $3.88K | 0.00% | −10−38.5% | Reduced |
| Concord Wealth Partners | 16 | $3.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $3.88K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $3.88K | 0.00% | +8+100.0% | Added |
| WR Wealth Planners, LLC | 13 | $3.15K | 0.00% | +8+160.0% | Added |
| Cullen/Frost Bankers, Inc. | 13 | $3.15K | 0.00% | +13 | New |
| Avion Wealth | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $2.94K | 0.00% | +2+20.0% | Added |
| RFP Financial Group LLC | 12 | $2.91K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 10 | $2.79K | 0.00% | +8+400.0% | Added |
| SJS Investment Consulting Inc. | 11 | $2.67K | 0.00% | −111−91.0% | Reduced |
| MCF Advisors LLC | 11 | $2.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.67K | 0.00% | +2+22.2% | Added |
| Criterion Capital Advisors, LLC | 10 | $2.42K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| TFC Financial Management | 8 | $1.94K | 0.00% | +1+14.3% | Added |
| Pineridge Advisors LLC | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 7 | $1.87K | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 7 | $1.70K | 0.00% | −1−12.5% | Reduced |
| Trifecta Capital Advisors, LLC | 7 | $1.70K | 0.00% | +7 | New |
| Qube Research & Technologies Ltd | 7 | $1.70K | 0.00% | −49,236−100.0% | Reduced |
| Optiver Holding B.V. | 7 | $1.70K | 0.00% | −116−94.3% | Reduced |
| Quarry LP | 7 | $1.70K | 0.00% | +7 | New |
| Fairway Wealth LLC | 7 | $1.70K | 0.00% | +7 | New |
| Bokf, NA | 6 | $1.46K | 0.00% | −17−73.9% | Reduced |
| Central Trust Co | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6 | $1.46K | 0.00% | +6 | New |
| Vermillion & White Wealth Management Group, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.21K | 0.00% | +1+25.0% | Added |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Gradient Investments LLC | 4 | $970 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $970 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $970 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $970 | 0.00% | +4 | New |
| Ruedi Wealth Management, Inc. | 4 | $970 | 0.00% | +4 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $969 | 0.00% | −276−98.6% | Reduced |
| Valued Wealth Advisors LLC | 3 | $728 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $630 | 0.00% | −12,730−100.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $485 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2 | $485 | 0.00% | +2 | New |
| Asset Dedication, LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $242 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 0 | $25 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 242 | $24 | 0.02% | +141+139.6% | Added |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| 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 |
| Welch Group, LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |