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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 9,574 | $2.81M | 0.57% | −1,036−9.8% | Reduced |
| Virtu Financial LLC | 9,520 | $2.80M | 0.15% | +9,520 | New |
| Candriam Luxembourg S.C.A. | 9,460 | $2.78M | 0.02% | +905+10.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,413 | $2.77M | 0.00% | −2,142−18.5% | Reduced |
| Pathstone Holdings, LLC | 9,258 | $2.72M | 0.01% | +303+3.4% | Added |
| Knollwood Investment Advisory, LLC | 9,240 | $2.72M | 0.29% | 00.0% | Unchanged |
| Burney Co | 9,239 | $2.71M | 0.10% | −80−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,186 | $2.70M | 0.02% | −595−6.1% | Reduced |
| Pacer Advisors, Inc. | 9,165 | $2.69M | 0.01% | +348+3.9% | Added |
| GW Henssler & Associates Ltd | 9,005 | $2.65M | 0.15% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 8,988 | $2.64M | 0.60% | −135−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,897 | $2.61M | 0.10% | −475−5.1% | Reduced |
| Orion Investment Co | 8,887 | $2.61M | 1.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 8,875 | $2.61M | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 8,758 | $2.57M | 0.18% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 8,689 | $2.55M | 0.02% | −1,168−11.8% | Reduced |
| Kentucky Retirement Systems | 8,620 | $2.53M | 0.07% | −695−7.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 8,612 | $2.53M | 0.13% | 00.0% | Unchanged |
| Twin Tree Management, LP | 8,252 | $2.42M | 0.06% | +8,252 | New |
| Avanda Investment Management Pte. Ltd. | 8,035 | $2.36M | 0.46% | −8,422−51.2% | Reduced |
| Mizuho Securities USA LLC | 8,024 | $2.36M | 0.05% | −1,504−15.8% | Reduced |
| Olstein Capital Management, L.P. | 8,000 | $2.35M | 0.40% | −2,000−20.0% | Reduced |
| Centiva Capital, LP | 7,957 | $2.34M | 0.11% | +5,028+171.7% | Added |
| O'Shaughnessy Asset Management, LLC | 7,975 | $2.32M | 0.02% | +890+12.6% | Added |
| Hartford Investment Management Co | 7,814 | $2.30M | 0.08% | −120−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,800 | $2.27M | 0.01% | +2,379+43.9% | Added |
| Penobscot Investment Management Company, Inc. | 7,350 | $2.16M | 0.19% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 7,226 | $2.12M | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,100 | $2.08M | 0.04% | +2,914+69.6% | Added |
| Maryland State Retirement & Pension System | 7,018 | $2.06M | 0.04% | −2,544−26.6% | Reduced |
| Louisiana State Employees Retirement System | 7,000 | $2.06M | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 7,065 | $2.05M | 0.01% | +1,687+31.4% | Added |
| Oak Thistle LLC | 6,952 | $2.04M | 0.66% | +6,952 | New |
| Ieq Capital, LLC | 6,920 | $2.03M | 0.02% | −352−4.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,910 | $2.03M | 0.01% | +162+2.4% | Added |
| Power Wealth Management LLC | 6,871 | $2.02M | 0.86% | +444+6.9% | Added |
| Intech Investment Management LLC | 6,861 | $2.02M | 0.02% | +3,135+84.1% | Added |
| Securian Asset Management, Inc | 6,850 | $2.01M | 0.06% | −200−2.8% | Reduced |
| Schroder Investment Management Group | 6,889 | $2.00M | 0.00% | −1,229−15.1% | Reduced |
| Wellington Shields & Co., LLC | 6,729 | $1.98M | 0.60% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,644 | $1.95M | 0.21% | +3,322+100.0% | Added |
| Assetmark, Inc | 6,588 | $1.94M | 0.01% | +527+8.7% | Added |
| Gsa Capital Partners LLP | 6,511 | $1.91M | 0.14% | +5,160+381.9% | Added |
| SG Americas Securities, LLC | 6,480 | $1.90M | 0.01% | −17,113−72.5% | Reduced |
| Kestra Advisory Services, LLC | 6,439 | $1.89M | 0.01% | +59+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 6,397 | $1.88M | 0.00% | +231+3.7% | Added |
| Paloma Partners Management Co | 6,371 | $1.87M | 0.10% | +6,371 | New |
| Scientech Research LLC | 6,355 | $1.87M | 0.37% | +5,524+664.7% | Added |
| Exchange Capital Management, Inc. | 6,303 | $1.85M | 0.29% | −215−3.3% | Reduced |
| Allianz SE | 6,249 | $1.84M | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,184 | $1.82M | 0.02% | +1,155+23.0% | Added |
| Sound View Wealth Advisors Group, LLC | 6,159 | $1.81M | 0.15% | +1,557+33.8% | Added |
| Builder Investment Group Inc | 6,153 | $1.81M | 0.49% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,097 | $1.79M | 0.00% | +1,110+22.3% | Added |
| Ashford Capital Management Inc | 6,090 | $1.79M | 0.22% | +6,090 | New |
| New Mexico Educational Retirement Board | 6,005 | $1.76M | 0.06% | −200−3.2% | Reduced |
| Ycg, LLC | 6,000 | $1.76M | 0.14% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,987 | $1.76M | 0.13% | +38+0.6% | Added |
| Long Road Investment Counsel, LLC | 5,966 | $1.75M | 0.70% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,954 | $1.75M | 0.00% | −3,218−35.1% | Reduced |
| Fiduciary Trust Co | 5,946 | $1.75M | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 7,269 | $1.75M | 0.01% | +1,420+24.3% | Added |
| Toroso Investments, LLC | 5,872 | $1.73M | 0.02% | +855+17.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,855 | $1.72M | 0.02% | +1,363+30.3% | Added |
| B&L Asset Management LLC | 5,800 | $1.70M | 1.08% | +5,800 | New |
| NEOS Investment Management LLC | 5,776 | $1.70M | 0.05% | +1,172+25.5% | Added |
| Bradley Foster & Sargent Inc | 5,729 | $1.68M | 0.03% | +517+9.9% | Added |
| 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 |
| Droms Strauss Advisors Inc | 5,628 | $1.65M | 0.59% | −434−7.2% | Reduced |
| Crossmark Global Holdings, Inc. | 5,518 | $1.62M | 0.03% | −370−6.3% | Reduced |
| Wellington Shields Capital Management, LLC | 5,438 | $1.60M | 0.28% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,422 | $1.59M | 0.01% | +800+17.3% | Added |
| Metis Global Partners, LLC | 5,415 | $1.59M | 0.05% | +248+4.8% | Added |
| STRS Ohio | 5,399 | $1.59M | 0.01% | +151+2.9% | Added |
| Linscomb & Williams, Inc. | 5,393 | $1.58M | 0.08% | +194+3.7% | Added |
| Sciencast Management LP | 5,315 | $1.56M | 0.46% | +3,982+298.7% | Added |
| AQR Capital Management LLC | 5,361 | $1.56M | 0.00% | +1,228+29.7% | Added |
| Univest Financial Corp | 5,250 | $1.54M | 0.10% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,243 | $1.54M | 0.04% | +812+18.3% | Added |
| Wealthfront Advisers LLC | 5,178 | $1.52M | 0.00% | +37+0.7% | Added |
| Mercer Global Advisors Inc | 5,138 | $1.49M | 0.00% | +1,168+29.4% | Added |
| Premier Path Wealth Partners, LLC | 5,064 | $1.49M | 0.23% | −453−8.2% | Reduced |
| First Financial Bank - Trust Division | 4,998 | $1.47M | 0.13% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,971 | $1.46M | 0.15% | +4,971 | New |
| E. Ohman J:or Asset Management AB | 4,900 | $1.44M | 0.04% | −500−9.3% | Reduced |
| ISAM Funds (UK) Ltd | 4,716 | $1.39M | 0.78% | +4,716 | New |
| CX Institutional | 4,704 | $1.38M | 0.06% | +34+0.7% | Added |
| Brown Capital Management LLC | 4,655 | $1.37M | 0.03% | −10,468−69.2% | Reduced |
| Dynasty Wealth Management, LLC | 4,629 | $1.36M | 0.04% | −1,024−18.1% | Reduced |
| Veriti Management LLC | 4,513 | $1.33M | 0.07% | +149+3.4% | Added |
| Avantax Advisory Services, Inc. | 4,499 | $1.32M | 0.01% | +865+23.8% | Added |
| LGT Group Foundation | 4,479 | $1.31M | 0.02% | −100−2.2% | Reduced |
| Shell Asset Management Co | 4,450 | $1.31M | 0.06% | +4,450 | New |
| Integrated Wealth Concepts LLC | 4,298 | $1.26M | 0.02% | −170−3.8% | Reduced |
| Monticello Wealth Management, LLC | 4,273 | $1.26M | 0.11% | 00.0% | Unchanged |
| Omers Administration Corp | 4,264 | $1.25M | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 4,251 | $1.25M | 0.33% | +4,251 | New |
| Donaldson Capital Management, LLC | 4,214 | $1.24M | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,205 | $1.24M | 0.07% | +88+2.1% | Added |