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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 150 | $44.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 150 | $44.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 151 | $44.3K | 0.00% | +1+0.7% | Added |
| Harbour Investments, Inc. | 154 | $45.3K | 0.00% | +5+3.4% | Added |
| MV Capital Management, Inc. | 154 | $45.3K | 0.00% | +8+5.5% | Added |
| Covestor Ltd | 156 | $46.0K | 0.03% | −32−17.0% | Reduced |
| Golden State Equity Partners | 157 | $46.1K | 0.01% | +157 | New |
| Exchange Traded Concepts, LLC | 164 | $48.2K | 0.00% | +164 | New |
| Ridgewood Investments LLC | 172 | $50.5K | 0.03% | −2−1.1% | Reduced |
| Capstone Investment Advisors, LLC | 192 | $56.4K | 0.00% | −794−80.5% | Reduced |
| Activest Wealth Management | 194 | $57.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $58.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 209 | $61.4K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 210 | $61.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 214 | $62.9K | 0.03% | +14+7.0% | Added |
| Umb Bank N A | 216 | $63.5K | 0.00% | +21+10.8% | Added |
| Key Financial Inc | 227 | $66.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 234 | $68.8K | 0.01% | +5+2.2% | Added |
| Geneos Wealth Management Inc. | 238 | $69.9K | 0.00% | +44+22.7% | Added |
| City State Bank | 250 | $73.5K | 0.03% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 250 | $73.5K | 0.00% | +250 | New |
| Strengthening Families & Communities, LLC | 253 | $74.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 258 | $75.7K | 0.00% | −17−6.2% | Reduced |
| Versant Capital Management, Inc | 283 | $83.2K | 0.02% | +13+4.8% | Added |
| Pinnacle Financial Partners Inc | 288 | $84.6K | 0.00% | +288 | New |
| Baldwin Brothers Inc | 300 | $88.2K | 0.01% | +300 | New |
| Anchor Investment Management, LLC | 322 | $94.6K | 0.01% | +322 | New |
| Piscataqua Savings Bank | 337 | $99.0K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 355 | $104.3K | 0.02% | +8+2.3% | Added |
| DT Investment Partners, LLC | 355 | $104.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 435 | $105.5K | 0.00% | +279+178.8% | Added |
| GeoWealth Management, LLC | 368 | $108.1K | 0.00% | −187−33.7% | Reduced |
| Cromwell Holdings LLC | 371 | $109.0K | 0.07% | +44+13.5% | Added |
| Hanson & Doremus Investment Management | 397 | $117.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $117.5K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 404 | $118.7K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 410 | $120.5K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 415 | $121.9K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 425 | $124.9K | 0.00% | −1,010−70.4% | Reduced |
| Pflug Koory, LLC | 430 | $126.4K | 0.06% | +430 | New |
| Global Retirement Partners, LLC | 432 | $126.9K | 0.00% | +10+2.4% | Added |
| IFP Advisors, Inc | 488 | $143.5K | 0.01% | −130−21.0% | Reduced |
| Smartleaf Asset Management LLC | 528 | $153.3K | 0.02% | +211+66.6% | Added |
| Massmutual Trust Co FSB | 529 | $155.5K | 0.00% | +22+4.3% | Added |
| Sentry Investment Management LLC | 533 | $157.0K | 0.07% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 540 | $158.8K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 542 | $159.3K | 0.06% | −55−9.2% | Reduced |
| Skopos Labs, Inc. | 576 | $169.3K | 0.06% | +576 | New |
| Lindbrook Capital, LLC | 577 | $169.6K | 0.02% | +31+5.7% | Added |
| Parallel Advisors, LLC | 578 | $169.9K | 0.00% | +72+14.2% | Added |
| Penserra Capital Management LLC | 587 | $171.0K | 0.00% | +6+1.0% | Added |
| Larson Financial Group LLC | 620 | $182.2K | 0.01% | −161−20.6% | Reduced |
| Mather Group, LLC. | 634 | $186.3K | 0.00% | +9+1.4% | Added |
| Delta Asset Management LLC | 663 | $194.8K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 681 | $200.1K | 0.00% | +681 | New |
| Advisory Alpha, LLC | 684 | $201.1K | 0.01% | +684 | New |
| Graham Capital Management, L.P. | 685 | $201.3K | 0.01% | −1,617−70.2% | Reduced |
| Nebula Research & Development LLC | 691 | $203.1K | 0.02% | +691 | New |
| Whittier Trust Co | 693 | $203.6K | 0.00% | +24+3.6% | Added |
| Trust Investment Advisors | 693 | $203.6K | 0.13% | +693 | New |
| Avantax Planning Partners, Inc. | 697 | $204.8K | 0.01% | +697 | New |
| Fundamentun, LLC | 699 | $205.4K | 0.01% | +699 | New |
| Renaissance Investment Group LLC | 700 | $205.7K | 0.04% | +700 | New |
| Rothschild Investment LLC | 701 | $206.0K | 0.01% | +20+2.9% | Added |
| Farther Finance Advisors, LLC | 719 | $211.4K | 0.01% | +22+3.2% | Added |
| JSF Financial, LLC | 726 | $213.2K | 0.06% | +726 | New |
| Shelton Capital Management | 729 | $214.2K | 0.01% | +729 | New |
| Principal Securities, Inc. | 730 | $214.5K | 0.01% | +46+6.7% | Added |
| Scotia Capital Inc. | 735 | $216.0K | 0.00% | +735 | New |
| Sage Mountain Advisors LLC | 739 | $217.2K | 0.02% | +739 | New |
| J. Safra Sarasin Holding AG | 750 | $220.4K | 0.00% | +750 | New |
| Concurrent Investment Advisors, LLC | 753 | $221.3K | 0.01% | +753 | New |
| Koshinski Asset Management, Inc. | 755 | $221.9K | 0.02% | +755 | New |
| Avestar Capital, LLC | 755 | $221.9K | 0.02% | +755 | New |
| Whittier Trust Co of Nevada Inc | 756 | $222.1K | 0.01% | +459+154.5% | Added |
| Element Wealth, LLC | 757 | $222.4K | 0.12% | +757 | New |
| Institute for Wealth Management, LLC. | 760 | $223.4K | 0.03% | +760 | New |
| Northeast Investment Management | 761 | $223.6K | 0.01% | +761 | New |
| Great Lakes Advisors, LLC | 765 | $224.8K | 0.00% | +765 | New |
| Savant Capital, LLC | 766 | $225.2K | 0.00% | +766 | New |
| Nicholas Hoffman & Company, LLC. | 767 | $225.3K | 0.01% | +767 | New |
| ASB Consultores, LLC | 767 | $225.4K | 0.09% | +767 | New |
| Dorsey & Whitney Trust CO LLC | 774 | $227.4K | 0.01% | +774 | New |
| Hutchens & Kramer Investment Management Group, LLC | 785 | $227.9K | 0.13% | +785 | New |
| Norden Group LLC | 780 | $229.2K | 0.03% | +780 | New |
| 9258 Wealth Management, LLC | 783 | $230.1K | 0.03% | +783 | New |
| Diversified Trust Co | 787 | $231.3K | 0.01% | +787 | New |
| Westpac Banking Corp | 791 | $232.4K | 0.02% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 791 | $232.4K | 0.14% | +791 | New |
| Edgestream Partners, L.P. | 795 | $233.6K | 0.01% | +795 | New |
| Weatherly Asset Management L. P. | 796 | $233.9K | 0.02% | +796 | New |
| Private Advisor Group, LLC | 796 | $233.9K | 0.00% | +796 | New |
| Sterling Investment Counsel, LLC | 800 | $235.1K | 0.08% | +800 | New |
| Seed Wealth Management, Inc. | 800 | $235.1K | 0.19% | +800 | New |
| Ipswich Investment Management Co., Inc. | 804 | $236.3K | 0.05% | +804 | New |
| Citizens Financial Group Inc | 810 | $238.0K | 0.00% | +810 | New |
| Johnson Investment Counsel Inc | 814 | $239.3K | 0.00% | +814 | New |
| National Asset Management, Inc. | 816 | $239.8K | 0.01% | −67−7.6% | Reduced |
| Quarry LP | 818 | $240.4K | 0.07% | +811+11,585.7% | Added |
| Teacher Retirement System of Texas | 827 | $243.0K | 0.00% | −1,589−65.8% | Reduced |