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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, Q3 2024

Institutional positions in Equifax Inc as of Sep 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
839
+85 vs. Q2 2024
Shares held
117.7M
+6.20M (+5.6%) vs. Q2 2024
Total value
$34.9B
+$7.83B (+29.0%) vs. Q2 2024
New holders
136
296 more added
Sold out
51
247 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 839 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ3 2024: $34.9B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2024.

Institutions holding EFX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0Unchanged
American Capital Advisory, LLC0$290.00%0Unchanged
Chesapeake Asset Management LLC1$2930.00%+1New
Asset Dedication, LLC1$2940.00%00.0%Unchanged
Aspect Partners, LLC1$2940.00%00.0%Unchanged
Riverview Trust Co2$5880.00%+2New
First Personal Financial Services2$5880.00%+2New
Pacific Capital Wealth Advisors, Inc2$5880.00%+2New
Voisard Asset Management Group, Inc.2$5880.00%+2New
Strategic Investment Solutions, Inc.2$5990.00%+2New
JDM Financial Group LLC3$8820.00%+3New
Jackson, Grant Investment Advisers, Inc.4$1.18K0.00%00.0%Unchanged
Core Alternative Capital4$1.18K0.00%00.0%Unchanged
Claris Advisors, LLC4$1.18K0.00%+4New
Riggs Asset Managment Co. Inc.4$1.18K0.00%00.0%Unchanged
Highline Wealth Partners LLC4$1.18K0.00%+2+100.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$1.47K0.00%+1+25.0%Added
Wolff Wiese Magana LLC5$1.47K0.00%00.0%Unchanged
True Wealth Design, LLC5$1.47K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC5$1.48K0.00%00.0%Unchanged
Bokf, NA6$1.76K0.00%00.0%Unchanged
Tucker Asset Management LLC6$1.76K0.00%00.0%Unchanged
Central Trust Co6$1.76K0.00%00.0%Unchanged
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC7$2.06K0.00%00.0%Unchanged
Valued Wealth Advisors LLC7$2.06K0.00%+4+133.3%Added
Pineridge Advisors LLC8$2.35K0.00%00.0%Unchanged
TFC Financial Management8$2.35K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC10$2.42K0.00%00.0%Unchanged
NBC Securities, Inc.13$3.00K0.00%00.0%Unchanged
Lazard Asset Management LLC12$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC11$3.00K0.00%+7+175.0%Added
Cornerstone Planning Group LLC12$3.22K0.00%+2+20.0%Added
MCF Advisors LLC11$3.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.11$3.23K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$3.23K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC12$3.53K0.00%+5+71.4%Added
Capital Performance Advisors LLP12$3.62K0.00%+12New
WR Wealth Planners, LLC13$3.82K0.00%00.0%Unchanged
Zions Bancorporation, N.A.16$4.70K0.00%00.0%Unchanged
Concord Wealth Partners16$4.70K0.00%00.0%Unchanged
Red Tortoise LLC16$4.70K0.00%00.0%Unchanged
Quent Capital, LLC16$4.70K0.00%00.0%Unchanged
Heritage Wealth Advisors16$4.70K0.00%+16New
Colonial Trust Co20$5.83K0.00%+20New
Abound Wealth Management20$5.88K0.00%00.0%Unchanged
Avion Wealth22$6.00K0.00%+6+37.5%Added
Prestige Wealth Management Group LLC21$6.17K0.00%00.0%Unchanged
Meeder Asset Management Inc23$6.76K0.00%−66−74.2%Reduced
Sachetta, LLC23$6.76K0.00%00.0%Unchanged
ESL Trust Services, LLC24$7.05K0.00%00.0%Unchanged
Dunhill Financial, LLC25$7.21K0.00%+13+108.3%Added
State of Wyoming25$7.35K0.00%+3+13.6%Added
Grove Bank & Trust26$7.64K0.00%+26New
FSA Wealth Management LLC27$7.93K0.00%+27New
Ransom Advisory, Ltd28$8.23K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$8.23K0.00%00.0%Unchanged
Sandy Spring Bank29$8.53K0.00%00.0%Unchanged
Creative Financial Designs Inc30$8.82K0.00%00.0%Unchanged
Global Financial Private Client, LLC32$9.40K0.00%+32New
JFS Wealth Advisors, LLC34$9.95K0.00%+2+6.3%Added
Cherry Tree Wealth Management, LLC34$9.99K0.00%00.0%Unchanged
Fortitude Family Office, LLC37$10.9K0.00%+13+54.2%Added
Financial Network Wealth Advisors LLC38$11.2K0.01%+1+2.7%Added
Global X Japan Co., Ltd.40$11.8K0.00%−12−23.1%Reduced
Eastern Bank41$12.0K0.00%+41New
Rocky Mountain Advisers, LLC42$12.3K0.00%00.0%Unchanged
Solstein Capital, LLC42$12.3K0.01%00.0%Unchanged
Johnson Financial Group, Inc.47$13.8K0.00%−2−4.1%Reduced
First Horizon Advisors, Inc.47$13.8K0.00%+4+9.3%Added
Proequities, Inc.48$14.1K0.00%−20−29.4%Reduced
Bell Investment Advisors, Inc48$14.1K0.00%00.0%Unchanged
Continuum Advisory, LLC55$14.4K0.00%+3+5.8%Added
McIlrath & Eck, LLC53$15.6K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC55$16.2K0.00%+7+14.6%Added
Hemington Wealth Management66$17.0K0.00%+66New
AdvisorNet Financial, Inc58$17.0K0.00%−22−27.5%Reduced
Annis Gardner Whiting Capital Advisors, LLC63$18.5K0.01%−18−22.2%Reduced
Park Place Capital Corp64$18.8K0.01%−9−12.3%Reduced
EnRich Financial Partners LLC69$20.3K0.01%−10−12.7%Reduced
West Paces Advisors Inc.72$21.2K0.01%00.0%Unchanged
Spire Wealth Management76$22.3K0.00%−22−22.4%Reduced
Rise Advisors, LLC80$23.6K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc82$24.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC83$24.4K0.00%00.0%Unchanged
Private Wealth Management Group, LLC87$25.6K0.01%00.0%Unchanged
Raleigh Capital Management Inc.95$27.9K0.01%+28+41.8%Added
Ashton Thomas Securities, LLC97$28.5K0.01%+97New
Smithfield Trust Co99$29.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$29.4K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$29.4K0.01%00.0%Unchanged
Raffa Wealth Management, LLC107$31.4K0.01%00.0%Unchanged
Addison Advisors LLC111$32.6K0.01%00.0%Unchanged
Mascoma Wealth Management LLC120$35.3K0.01%−5−4.0%Reduced
Capital Advisors, Ltd. LLC124$36.0K0.00%+4+3.3%Added
Horizon Bancorp Inc125$37.0K0.02%−7−5.3%Reduced
Caldwell Trust Co126$37.0K0.00%00.0%Unchanged
First Community Trust NA138$40.6K0.03%00.0%Unchanged
Tortoise Investment Management, LLC142$41.7K0.00%+17+13.6%Added
Glen Eagle Advisors, LLC143$42.0K0.01%00.0%Unchanged