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 |
|---|---|---|---|---|---|
| Virginia Wealth Management Group, Inc. | 1,500 | $440.8K | 0.28% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,513 | $444.6K | 0.00% | −1−0.1% | Reduced |
| Profund Advisors LLC | 1,521 | $447.0K | 0.02% | −467−23.5% | Reduced |
| CWM, LLC | 1,520 | $447.0K | 0.00% | +93+6.5% | Added |
| Nicolet Bankshares Inc | 1,525 | $448.1K | 0.11% | −409−21.1% | Reduced |
| Integrated Advisors Network LLC | 1,551 | $455.8K | 0.02% | −15−1.0% | Reduced |
| Dark Forest Capital Management LP | 1,555 | $457.0K | 0.06% | +1,555 | New |
| MQS Management LLC | 1,565 | $459.9K | 0.26% | +1,565 | New |
| Jones Financial Companies LLLP | 1,614 | $468.8K | 0.00% | +875+118.4% | Added |
| Trust Co of Virginia | 1,600 | $470.2K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,602 | $470.8K | 0.02% | −147−8.4% | Reduced |
| FIL Ltd | 1,614 | $474.3K | 0.00% | +56+3.6% | Added |
| HighPoint Advisor Group LLC | 1,809 | $478.2K | 0.03% | +90+5.2% | Added |
| Heritage Family Offices, LLP | 1,650 | $484.7K | 0.25% | +2+0.1% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $484.9K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,658 | $487.2K | 0.19% | +1,658 | New |
| Greenleaf Trust | 1,665 | $489.3K | 0.00% | +48+3.0% | Added |
| Horizon Investments, LLC | 1,678 | $493.1K | 0.01% | −46−2.7% | Reduced |
| V-Square Quantitative Management LLC | 1,685 | $495.2K | 0.07% | −54−3.1% | Reduced |
| Guggenheim Capital LLC | 1,695 | $498.1K | 0.00% | −313−15.6% | Reduced |
| Quadrant Capital Group LLC | 1,695 | $498.1K | 0.03% | −14−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,704 | $500.7K | 0.01% | +1+0.1% | Added |
| HM Payson & Co | 1,721 | $505.7K | 0.01% | +5+0.3% | Added |
| Correct Capital Wealth Management | 1,751 | $514.5K | 0.11% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,779 | $522.8K | 0.14% | −12−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 1,780 | $523.1K | 0.02% | −100−5.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,798 | $528.4K | 0.02% | −39−2.1% | Reduced |
| BBR Partners, LLC | 1,800 | $528.9K | 0.04% | −5−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 1,818 | $534.0K | 0.01% | −3−0.2% | Reduced |
| Pegasus Partners Ltd. | 1,834 | $538.9K | 0.05% | −1,056−36.5% | Reduced |
| Coldstream Capital Management Inc | 1,865 | $539.6K | 0.01% | +728+64.0% | Added |
| Brown Brothers Harriman & Co | 1,846 | $542.5K | 0.00% | +109+6.3% | Added |
| EverSource Wealth Advisors, LLC | 1,869 | $549.3K | 0.03% | +47+2.6% | Added |
| Everpar Advisors LLC | 1,870 | $549.5K | 0.28% | −201−9.7% | Reduced |
| Axq Capital, LP | 1,878 | $551.9K | 0.17% | +1,878 | New |
| Washington Trust Advisors, Inc. | 1,878 | $551.9K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,912 | $562.0K | 0.00% | −210−9.9% | Reduced |
| Manchester Capital Management LLC | 1,913 | $562.2K | 0.07% | +1+0.1% | Added |
| Two Sigma Securities, LLC | 1,914 | $562.4K | 0.04% | +1,914 | New |
| First Manhattan Co | 1,927 | $566.3K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,955 | $574.5K | 0.02% | −78−3.8% | Reduced |
| Morningstar Investment Services LLC | 1,994 | $579.0K | 0.01% | +868+77.1% | Added |
| Roundview Capital LLC | 2,002 | $588.3K | 0.04% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,008 | $590.1K | 0.19% | +235+13.3% | Added |
| Oxford Asset Management LLP | 2,046 | $601.2K | 0.50% | +2,046 | New |
| Robertson Stephens Wealth Management, LLC | 2,049 | $602.1K | 0.02% | +2,049 | New |
| GTS Securities LLC | 2,054 | $603.6K | 0.01% | +2,054 | New |
| NWF Advisory Services Inc. | 2,087 | $613.3K | 0.09% | −4−0.2% | Reduced |
| Essex Financial Services, Inc. | 2,262 | $615.5K | 0.04% | +61+2.8% | Added |
| Beacon Pointe Advisors, LLC | 2,108 | $619.4K | 0.01% | −503−19.3% | Reduced |
| Janney Capital Management LLC | 2,114 | $621.0K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,149 | $631.5K | 0.01% | +335+18.5% | Added |
| Jump Financial, LLC | 2,154 | $633.0K | 0.01% | +1,062+97.3% | Added |
| Trust Co of Vermont | 2,170 | $637.7K | 0.03% | +1,765+435.8% | Added |
| Vident Advisory, LLC | 2,176 | $639.5K | 0.02% | +231+11.9% | Added |
| Huntington National Bank | 2,219 | $652.1K | 0.00% | −831−27.2% | Reduced |
| Apollon Wealth Management, LLC | 2,242 | $658.9K | 0.02% | +355+18.8% | Added |
| LifePlan Financial, LLC | 2,361 | $693.8K | 0.60% | −62−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,373 | $697.3K | 0.00% | +380+19.1% | Added |
| Keybank National Association | 2,392 | $702.9K | 0.00% | +47+2.0% | Added |
| Silvercrest Asset Management Group LLC | 2,417 | $710.3K | 0.00% | −500−17.1% | Reduced |
| Atomi Financial Group, Inc. | 2,422 | $711.6K | 0.04% | +125+5.4% | Added |
| Boothbay Fund Management, LLC | 2,433 | $715.0K | 0.02% | +2,433 | New |
| Brighton Jones LLC | 2,438 | $716.3K | 0.03% | −1,570−39.2% | Reduced |
| Vestcor Inc | 2,464 | $724.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,578 | $727.4K | 0.04% | +167+6.9% | Added |
| Cyndeo Wealth Partners, LLC | 2,480 | $728.8K | 0.05% | −6−0.2% | Reduced |
| Doheny Asset Management | 2,500 | $735.0K | 0.50% | 00.0% | Unchanged |
| Friedenthal Financial | 2,534 | $744.6K | 0.44% | +2,534 | New |
| Regions Financial Corp | 2,564 | $753.5K | 0.01% | −530−17.1% | Reduced |
| Prudential PLC | 2,570 | $755.2K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,572 | $755.7K | 0.02% | +32+1.3% | Added |
| Bowen Hanes & Co Inc | 2,576 | $757.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,585 | $759.6K | 0.09% | +2,585 | New |
| Athena Investment Management | 2,590 | $761.1K | 0.43% | −30−1.1% | Reduced |
| WBI Investments | 2,592 | $761.7K | 0.18% | +2,592 | New |
| PDT Partners, LLC | 2,602 | $764.6K | 0.07% | +2+0.1% | Added |
| Applied Finance Capital Management, LLC | 2,617 | $769.0K | 0.03% | +2,617 | New |
| Highland Capital Management, LLC | 2,666 | $783.4K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 2,674 | $785.8K | 0.07% | +2,674 | New |
| GAMMA Investing LLC | 2,684 | $788.7K | 0.08% | +813+43.5% | Added |
| Eagle Ridge Investment Management | 2,753 | $809.0K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,765 | $812.7K | 0.01% | +346+14.3% | Added |
| Machina Capital S.A.S. | 2,782 | $817.5K | 0.33% | +2,782 | New |
| Catalyst Funds Management Pty Ltd | 2,800 | $822.8K | 0.18% | +2,700+2,700.0% | Added |
| Strategy Asset Managers LLC | 2,800 | $822.9K | 0.16% | +2,800 | New |
| Allworth Financial LP | 2,807 | $824.9K | 0.01% | +494+21.4% | Added |
| Sit Investment Associates Inc | 2,830 | $832.0K | 0.02% | −375−11.7% | Reduced |
| Spinnaker Trust | 2,860 | $840.4K | 0.05% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,870 | $843.4K | 0.01% | +34+1.2% | Added |
| Advisors Capital Management, LLC | 2,890 | $849.0K | 0.01% | −906−23.9% | Reduced |
| American National Bank | 2,900 | $852.2K | 0.10% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,900 | $852.2K | 0.56% | 00.0% | Unchanged |
| Bamco Inc | 2,900 | $852.2K | 0.00% | +200+7.4% | Added |
| Clearstead Advisors, LLC | 2,918 | $857.5K | 0.01% | −60−2.0% | Reduced |
| Ossiam | 2,924 | $859.2K | 0.02% | −834−22.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,936 | $862.8K | 0.40% | +56+1.9% | Added |
| PFC Capital Group, Inc. | 2,980 | $875.0K | 0.42% | −65−2.1% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $891.6K | 0.46% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,037 | $892.5K | 0.01% | −496−14.0% | Reduced |