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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 827 | $243.0K | 0.01% | −33−3.8% | Reduced |
| Howard Capital Management Inc. | 834 | $245.1K | 0.00% | +834 | New |
| Clarius Group, LLC | 846 | $248.0K | 0.02% | −45−5.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 847 | $248.9K | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 848 | $249.2K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 850 | $249.8K | 0.07% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 870 | $255.7K | 0.06% | +870 | New |
| LRI Investments, LLC | 993 | $260.3K | 0.03% | −46−4.4% | Reduced |
| Versor Investments LP | 898 | $263.9K | 0.04% | +898 | New |
| AXA S.A. | 907 | $266.5K | 0.00% | +907 | New |
| Snowden Capital Advisors LLC | 915 | $268.9K | 0.01% | +915 | New |
| J.W. Cole Advisors, Inc. | 922 | $270.9K | 0.01% | +20+2.2% | Added |
| American Trust | 925 | $271.8K | 0.02% | −77−7.7% | Reduced |
| Acropolis Investment Management, LLC | 929 | $273.0K | 0.02% | +929 | New |
| Ellevest, Inc. | 930 | $273.3K | 0.02% | −20−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 931 | $273.6K | 0.02% | −10−1.1% | Reduced |
| MPS Loria Financial Planners, LLC | 944 | $277.4K | 0.08% | 00.0% | Unchanged |
| Verition Fund Management LLC | 949 | $278.9K | 0.00% | −412−30.3% | Reduced |
| Sherbrooke Park Advisers LLC | 954 | $280.3K | 0.06% | +954 | New |
| Trust Co of the South | 963 | $283.0K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 964 | $283.3K | 0.00% | −1−0.1% | Reduced |
| CWM Advisors, LLC | 971 | $285.3K | 0.03% | −118−10.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 977 | $286.8K | 0.02% | +714+271.5% | Added |
| Salem Investment Counselors Inc | 986 | $289.7K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,000 | $293.9K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 1,000 | $293.9K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $293.9K | 0.01% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $293.9K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $293.9K | 0.12% | 00.0% | Unchanged |
| Stephens Inc | 1,003 | $294.7K | 0.00% | +162+19.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,004 | $295.0K | 0.02% | −5−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,006 | $295.6K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,009 | $296.5K | 0.04% | +1,009 | New |
| Private Trust Co NA | 1,011 | $297.1K | 0.03% | −78−7.2% | Reduced |
| DRW Securities, LLC | 1,016 | $298.6K | 0.02% | +1,016 | New |
| Wedgewood Investors Inc | 1,025 | $301.2K | 0.33% | −750−42.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,025 | $301.2K | 0.02% | −21−2.0% | Reduced |
| Everett Harris & Co | 1,033 | $303.6K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 1,036 | $304.4K | 0.01% | +31+3.1% | Added |
| Resources Investment Advisors, LLC. | 1,037 | $304.7K | 0.00% | +1,037 | New |
| Corton Capital Inc. | 1,044 | $306.8K | 0.15% | +1,044 | New |
| Wetherby Asset Management Inc | 1,046 | $307.4K | 0.01% | −9−0.9% | Reduced |
| Palogic Value Management, L.P. | 1,054 | $309.7K | 0.12% | −29−2.7% | Reduced |
| Cannon Financial Strategists, Inc. | 1,060 | $311.5K | 0.05% | −1−0.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,062 | $312.1K | 0.03% | −181−14.6% | Reduced |
| QRG Capital Management, Inc. | 1,066 | $313.3K | 0.00% | +1,066 | New |
| GSB Wealth Management, LLC | 1,069 | $314.0K | 0.08% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,071 | $314.7K | 0.03% | +1+0.1% | Added |
| Park National Corp | 1,100 | $323.2K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,114 | $327.4K | 0.00% | 00.0% | Unchanged |
| Sabal Trust CO | 1,121 | $329.4K | 0.02% | +4+0.4% | Added |
| Meridian Wealth Management, LLC | 1,122 | $329.7K | 0.02% | +1,122 | New |
| Wealth Alliance | 1,128 | $331.5K | 0.04% | +30+2.7% | Added |
| Edge Capital Group, LLC | 1,158 | $340.3K | 0.02% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,162 | $341.5K | 0.18% | +1+0.1% | Added |
| Wealth Advisory Solutions, LLC | 1,170 | $343.8K | 0.09% | +1,170 | New |
| Independent Advisor Alliance | 1,175 | $345.3K | 0.01% | +7+0.6% | Added |
| Teza Capital Management LLC | 1,190 | $349.7K | 0.04% | +1,190 | New |
| Ci Investments Inc. | 1,209 | $355.0K | 0.00% | +183+17.8% | Added |
| Natixis Investment Managers International | 1,210 | $355.6K | 0.03% | −900−42.7% | Reduced |
| Wendell David Associates Inc | 1,212 | $356.0K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,213 | $356.5K | 0.07% | −13−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,233 | $362.3K | 0.01% | +7+0.6% | Added |
| Lighthouse Investment Partners, LLC | 1,252 | $367.9K | 0.02% | −9,913−88.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,253 | $368.2K | 0.01% | −81−6.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,254 | $368.5K | 0.05% | +31+2.5% | Added |
| Cigna Investments Inc | 1,257 | $369.0K | 0.07% | −22−1.7% | Reduced |
| MBB Public Markets I LLC | 1,260 | $370.3K | 0.03% | −7,360−85.4% | Reduced |
| Riverwater Partners LLC | 1,265 | $371.1K | 0.18% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,270 | $373.2K | 0.01% | +93+7.9% | Added |
| Ostrum Asset Management | 1,290 | $379.1K | 0.03% | +16+1.3% | Added |
| Portside Wealth Group, LLC | 1,297 | $381.1K | 0.07% | +145+12.6% | Added |
| Aureus Asset Management, LLC | 1,300 | $382.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,305 | $383.5K | 0.01% | +243+22.9% | Added |
| Burt Wealth Advisors | 1,308 | $384.4K | 0.09% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $386.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,328 | $390.2K | 0.08% | +1,328 | New |
| Summit Financial, LLC | 1,329 | $390.5K | 0.02% | −15−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,340 | $393.8K | 0.03% | +57+4.4% | Added |
| Axxcess Wealth Management, LLC | 1,357 | $398.8K | 0.01% | −41−2.9% | Reduced |
| Venturi Wealth Management, LLC | 1,358 | $399.1K | 0.02% | +508+59.8% | Added |
| Chicago Partners Investment Group LLC | 1,474 | $400.6K | 0.01% | +53+3.7% | Added |
| Lake Street Advisors Group, LLC | 1,388 | $408.0K | 0.02% | +4+0.3% | Added |
| Everence Capital Management Inc | 1,390 | $408.0K | 0.03% | +1,390 | New |
| TrueWealth Advisors, LLC | 1,389 | $408.2K | 0.14% | +1+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,393 | $409.0K | 0.01% | −2,690−65.9% | Reduced |
| Vontobel Holding Ltd. | 1,399 | $411.1K | 0.00% | −47−3.3% | Reduced |
| WSFS Capital Management, LLC | 1,404 | $412.6K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 1,407 | $413.5K | 0.04% | +46+3.4% | Added |
| Foster Victor Wealth Advisors, LLC | 1,459 | $414.7K | 0.03% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,427 | $419.3K | 0.03% | −13−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,427 | $419.3K | 0.00% | +166+13.2% | Added |
| Quotient Wealth Partners, LLC | 1,448 | $425.5K | 0.01% | −42−2.8% | Reduced |
| Pitcairn Co | 1,449 | $425.8K | 0.03% | −177−10.9% | Reduced |
| Tiaa Trust, National Association | 1,454 | $427.3K | 0.00% | +1,454 | New |
| Sequoia Financial Advisors, LLC | 1,454 | $427.4K | 0.00% | +375+34.8% | Added |
| Oxford Financial Group Ltd | 1,483 | $435.8K | 0.03% | −8−0.5% | Reduced |
| Financial Advisory Corp | 1,491 | $438.0K | 0.16% | −1,084−42.1% | Reduced |
| SNS Financial Group, LLC | 1,495 | $439.3K | 0.04% | +9+0.6% | Added |
| Washington Trust Co | 1,500 | $440.8K | 0.02% | 00.0% | Unchanged |