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 |
|---|---|---|---|---|---|
| Sandler Capital Management | 3,067 | $901.3K | 0.17% | +3,067 | New |
| D. E. Shaw & Co., Inc. | 3,101 | $911.3K | 0.00% | −10,113−76.5% | Reduced |
| FJ Capital Management LLC | 3,127 | $918.9K | 0.10% | +3,127 | New |
| iA Global Asset Management Inc. | 3,147 | $925.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,151 | $926.0K | 0.00% | +153+5.1% | Added |
| Advisor OS, LLC | 3,219 | $945.8K | 0.09% | −1,512−32.0% | Reduced |
| Triangle Securities Wealth Management | 3,253 | $955.9K | 0.25% | −172−5.0% | Reduced |
| Aviso Financial Inc. | 3,268 | $960.3K | 0.05% | +1,334+69.0% | Added |
| Capital Investment Advisors, LLC | 3,276 | $962.8K | 0.02% | −1,860−36.2% | Reduced |
| Crestline Management, LP | 3,323 | $976.5K | 0.06% | +3,323 | New |
| Raymond James Financial Services Advisors, Inc. | 3,332 | $979.3K | 0.00% | −249−7.0% | Reduced |
| RSM US Wealth Management LLC | 3,398 | $986.2K | 0.01% | +837+32.7% | Added |
| Wesbanco Bank Inc | 3,416 | $1.00M | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,419 | $1.00M | 0.12% | −320−8.6% | Reduced |
| Colony Group, LLC | 3,447 | $1.01M | 0.00% | +401+13.2% | Added |
| Fiduciary Group LLC | 3,531 | $1.04M | 0.11% | −67−1.9% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $1.06M | 0.07% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $1.06M | 0.35% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,630 | $1.07M | 0.04% | +182+5.3% | Added |
| LVW Advisors, LLC | 3,644 | $1.07M | 0.14% | +337+10.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,664 | $1.08M | 0.07% | −323−8.1% | Reduced |
| Community Bank, N.A. | 3,750 | $1.10M | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,753 | $1.10M | 0.07% | +870+30.2% | Added |
| Belpointe Asset Management LLC | 3,835 | $1.13M | 0.07% | +3,835 | New |
| Fortis Capital Advisors, LLC | 3,835 | $1.13M | 0.38% | +3,835 | New |
| Swiss Life Asset Management Ltd | 3,841 | $1.13M | 0.01% | −240−5.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,866 | $1.14M | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $1.14M | 0.03% | +3,000+338.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,922 | $1.15M | 0.03% | −11−0.3% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,922 | $1.15M | 0.67% | −16−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 3,960 | $1.16M | 0.01% | +213+5.7% | Added |
| Cullinan Associates Inc | 4,250 | $1.17M | 0.07% | −315−6.9% | Reduced |
| Park Avenue Securities LLC | 3,976 | $1.17M | 0.01% | −47−1.2% | Reduced |
| PCJ Investment Counsel Ltd. | 4,000 | $1.18M | 0.37% | +4,000 | New |
| Ninety One North America, Inc. | 4,043 | $1.19M | 0.08% | +4,043 | New |
| Nwam LLC | 4,044 | $1.19M | 0.07% | +31+0.8% | Added |
| Accretive Wealth Partners, LLC | 4,059 | $1.19M | 0.50% | −13−0.3% | Reduced |
| North Point Portfolio Managers Corp | 4,153 | $1.22M | 0.20% | +4,153 | New |
| Sterling Capital Management LLC | 4,193 | $1.23M | 0.02% | +4,193 | New |
| Empirical Finance, LLC | 4,205 | $1.24M | 0.07% | +88+2.1% | Added |
| Donaldson Capital Management, LLC | 4,214 | $1.24M | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 4,251 | $1.25M | 0.33% | +4,251 | New |
| Omers Administration Corp | 4,264 | $1.25M | 0.01% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,273 | $1.26M | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,298 | $1.26M | 0.02% | −170−3.8% | Reduced |
| Shell Asset Management Co | 4,450 | $1.31M | 0.06% | +4,450 | New |
| LGT Group Foundation | 4,479 | $1.31M | 0.02% | −100−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,499 | $1.32M | 0.01% | +865+23.8% | Added |
| Veriti Management LLC | 4,513 | $1.33M | 0.07% | +149+3.4% | Added |
| Dynasty Wealth Management, LLC | 4,629 | $1.36M | 0.04% | −1,024−18.1% | Reduced |
| Brown Capital Management LLC | 4,655 | $1.37M | 0.03% | −10,468−69.2% | Reduced |
| CX Institutional | 4,704 | $1.38M | 0.06% | +34+0.7% | Added |
| ISAM Funds (UK) Ltd | 4,716 | $1.39M | 0.78% | +4,716 | New |
| E. Ohman J:or Asset Management AB | 4,900 | $1.44M | 0.04% | −500−9.3% | Reduced |
| Landscape Capital Management, L.L.C. | 4,971 | $1.46M | 0.15% | +4,971 | New |
| First Financial Bank - Trust Division | 4,998 | $1.47M | 0.13% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,064 | $1.49M | 0.23% | −453−8.2% | Reduced |
| Mercer Global Advisors Inc | 5,138 | $1.49M | 0.00% | +1,168+29.4% | Added |
| Wealthfront Advisers LLC | 5,178 | $1.52M | 0.00% | +37+0.7% | Added |
| Norinchukin Bank, The | 5,243 | $1.54M | 0.04% | +812+18.3% | Added |
| Univest Financial Corp | 5,250 | $1.54M | 0.10% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,361 | $1.56M | 0.00% | +1,228+29.7% | Added |
| Sciencast Management LP | 5,315 | $1.56M | 0.46% | +3,982+298.7% | Added |
| Linscomb & Williams, Inc. | 5,393 | $1.58M | 0.08% | +194+3.7% | Added |
| STRS Ohio | 5,399 | $1.59M | 0.01% | +151+2.9% | Added |
| Metis Global Partners, LLC | 5,415 | $1.59M | 0.05% | +248+4.8% | Added |
| Public Sector Pension Investment Board | 5,422 | $1.59M | 0.01% | +800+17.3% | Added |
| Wellington Shields Capital Management, LLC | 5,438 | $1.60M | 0.28% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,518 | $1.62M | 0.03% | −370−6.3% | Reduced |
| Droms Strauss Advisors Inc | 5,628 | $1.65M | 0.59% | −434−7.2% | Reduced |
| Brinker Capital Investments, LLC | 5,693 | $1.67M | 0.02% | +2,414+73.6% | Added |
| Orion Portfolio Solutions, LLC | 5,693 | $1.67M | 0.02% | +2,414+73.6% | Added |
| Bradley Foster & Sargent Inc | 5,729 | $1.68M | 0.03% | +517+9.9% | Added |
| NEOS Investment Management LLC | 5,776 | $1.70M | 0.05% | +1,172+25.5% | Added |
| B&L Asset Management LLC | 5,800 | $1.70M | 1.08% | +5,800 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,855 | $1.72M | 0.02% | +1,363+30.3% | Added |
| Toroso Investments, LLC | 5,872 | $1.73M | 0.02% | +855+17.0% | Added |
| Kovitz Investment Group Partners, LLC | 7,269 | $1.75M | 0.01% | +1,420+24.3% | Added |
| Fiduciary Trust Co | 5,946 | $1.75M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,954 | $1.75M | 0.00% | −3,218−35.1% | Reduced |
| Long Road Investment Counsel, LLC | 5,966 | $1.75M | 0.70% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,987 | $1.76M | 0.13% | +38+0.6% | Added |
| Ycg, LLC | 6,000 | $1.76M | 0.14% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,005 | $1.76M | 0.06% | −200−3.2% | Reduced |
| Ashford Capital Management Inc | 6,090 | $1.79M | 0.22% | +6,090 | New |
| Thrivent Financial for Lutherans | 6,097 | $1.79M | 0.00% | +1,110+22.3% | Added |
| Builder Investment Group Inc | 6,153 | $1.81M | 0.49% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,159 | $1.81M | 0.15% | +1,557+33.8% | Added |
| Synovus Financial Corp | 6,184 | $1.82M | 0.02% | +1,155+23.0% | Added |
| Allianz SE | 6,249 | $1.84M | 0.05% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,303 | $1.85M | 0.29% | −215−3.3% | Reduced |
| Scientech Research LLC | 6,355 | $1.87M | 0.37% | +5,524+664.7% | Added |
| Paloma Partners Management Co | 6,371 | $1.87M | 0.10% | +6,371 | New |
| Allspring Global Investments Holdings, LLC | 6,397 | $1.88M | 0.00% | +231+3.7% | Added |
| Kestra Advisory Services, LLC | 6,439 | $1.89M | 0.01% | +59+0.9% | Added |
| SG Americas Securities, LLC | 6,480 | $1.90M | 0.01% | −17,113−72.5% | Reduced |
| Gsa Capital Partners LLP | 6,511 | $1.91M | 0.14% | +5,160+381.9% | Added |
| Assetmark, Inc | 6,588 | $1.94M | 0.01% | +527+8.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,644 | $1.95M | 0.21% | +3,322+100.0% | Added |
| Wellington Shields & Co., LLC | 6,729 | $1.98M | 0.60% | 00.0% | Unchanged |