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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 4,193 | $1.23M | 0.02% | +4,193 | New |
| North Point Portfolio Managers Corp | 4,153 | $1.22M | 0.20% | +4,153 | New |
| Accretive Wealth Partners, LLC | 4,059 | $1.19M | 0.50% | −13−0.3% | Reduced |
| Nwam LLC | 4,044 | $1.19M | 0.07% | +31+0.8% | Added |
| Ninety One North America, Inc. | 4,043 | $1.19M | 0.08% | +4,043 | New |
| PCJ Investment Counsel Ltd. | 4,000 | $1.18M | 0.37% | +4,000 | New |
| Park Avenue Securities LLC | 3,976 | $1.17M | 0.01% | −47−1.2% | Reduced |
| Cullinan Associates Inc | 4,250 | $1.17M | 0.07% | −315−6.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,960 | $1.16M | 0.01% | +213+5.7% | Added |
| Novak & Powell Financial Services, Inc. | 3,922 | $1.15M | 0.67% | −16−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,922 | $1.15M | 0.03% | −11−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $1.14M | 0.03% | +3,000+338.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,866 | $1.14M | 0.05% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,841 | $1.13M | 0.01% | −240−5.9% | Reduced |
| 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 |
| Meeder Advisory Services, Inc. | 3,753 | $1.10M | 0.07% | +870+30.2% | Added |
| Community Bank, N.A. | 3,750 | $1.10M | 0.14% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,664 | $1.08M | 0.07% | −323−8.1% | Reduced |
| LVW Advisors, LLC | 3,644 | $1.07M | 0.14% | +337+10.2% | Added |
| Quantbot Technologies LP | 3,630 | $1.07M | 0.04% | +182+5.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $1.06M | 0.35% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $1.06M | 0.07% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,531 | $1.04M | 0.11% | −67−1.9% | Reduced |
| Colony Group, LLC | 3,447 | $1.01M | 0.00% | +401+13.2% | Added |
| Northern Oak Wealth Management Inc | 3,419 | $1.00M | 0.12% | −320−8.6% | Reduced |
| Wesbanco Bank Inc | 3,416 | $1.00M | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,398 | $986.2K | 0.01% | +837+32.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,332 | $979.3K | 0.00% | −249−7.0% | Reduced |
| Crestline Management, LP | 3,323 | $976.5K | 0.06% | +3,323 | New |
| Capital Investment Advisors, LLC | 3,276 | $962.8K | 0.02% | −1,860−36.2% | Reduced |
| Aviso Financial Inc. | 3,268 | $960.3K | 0.05% | +1,334+69.0% | Added |
| Triangle Securities Wealth Management | 3,253 | $955.9K | 0.25% | −172−5.0% | Reduced |
| Advisor OS, LLC | 3,219 | $945.8K | 0.09% | −1,512−32.0% | Reduced |
| Fifth Third Bancorp | 3,151 | $926.0K | 0.00% | +153+5.1% | Added |
| iA Global Asset Management Inc. | 3,147 | $925.0K | 0.02% | 00.0% | Unchanged |
| FJ Capital Management LLC | 3,127 | $918.9K | 0.10% | +3,127 | New |
| D. E. Shaw & Co., Inc. | 3,101 | $911.3K | 0.00% | −10,113−76.5% | Reduced |
| Sandler Capital Management | 3,067 | $901.3K | 0.17% | +3,067 | New |
| AE Wealth Management LLC | 3,037 | $892.5K | 0.01% | −496−14.0% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $891.6K | 0.46% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 2,980 | $875.0K | 0.42% | −65−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,936 | $862.8K | 0.40% | +56+1.9% | Added |
| Ossiam | 2,924 | $859.2K | 0.02% | −834−22.2% | Reduced |
| Clearstead Advisors, LLC | 2,918 | $857.5K | 0.01% | −60−2.0% | 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 |
| Advisors Capital Management, LLC | 2,890 | $849.0K | 0.01% | −906−23.9% | Reduced |
| Financial Counselors Inc | 2,870 | $843.4K | 0.01% | +34+1.2% | Added |
| Spinnaker Trust | 2,860 | $840.4K | 0.05% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,830 | $832.0K | 0.02% | −375−11.7% | Reduced |
| Allworth Financial LP | 2,807 | $824.9K | 0.01% | +494+21.4% | Added |
| Strategy Asset Managers LLC | 2,800 | $822.9K | 0.16% | +2,800 | New |
| Catalyst Funds Management Pty Ltd | 2,800 | $822.8K | 0.18% | +2,700+2,700.0% | Added |
| Machina Capital S.A.S. | 2,782 | $817.5K | 0.33% | +2,782 | New |
| Lido Advisors, LLC | 2,765 | $812.7K | 0.01% | +346+14.3% | Added |
| Eagle Ridge Investment Management | 2,753 | $809.0K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,684 | $788.7K | 0.08% | +813+43.5% | Added |
| Quest Partners LLC | 2,674 | $785.8K | 0.07% | +2,674 | New |
| Highland Capital Management, LLC | 2,666 | $783.4K | 0.04% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 2,617 | $769.0K | 0.03% | +2,617 | New |
| PDT Partners, LLC | 2,602 | $764.6K | 0.07% | +2+0.1% | Added |
| WBI Investments | 2,592 | $761.7K | 0.18% | +2,592 | New |
| Athena Investment Management | 2,590 | $761.1K | 0.43% | −30−1.1% | Reduced |
| Headlands Technologies LLC | 2,585 | $759.6K | 0.09% | +2,585 | New |
| Bowen Hanes & Co Inc | 2,576 | $757.0K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,572 | $755.7K | 0.02% | +32+1.3% | Added |
| Prudential PLC | 2,570 | $755.2K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 2,564 | $753.5K | 0.01% | −530−17.1% | Reduced |
| Friedenthal Financial | 2,534 | $744.6K | 0.44% | +2,534 | New |
| Doheny Asset Management | 2,500 | $735.0K | 0.50% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,480 | $728.8K | 0.05% | −6−0.2% | Reduced |
| Wedmont Private Capital | 2,578 | $727.4K | 0.04% | +167+6.9% | Added |
| Vestcor Inc | 2,464 | $724.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,438 | $716.3K | 0.03% | −1,570−39.2% | Reduced |
| Boothbay Fund Management, LLC | 2,433 | $715.0K | 0.02% | +2,433 | New |
| Atomi Financial Group, Inc. | 2,422 | $711.6K | 0.04% | +125+5.4% | Added |
| Silvercrest Asset Management Group LLC | 2,417 | $710.3K | 0.00% | −500−17.1% | Reduced |
| Keybank National Association | 2,392 | $702.9K | 0.00% | +47+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,373 | $697.3K | 0.00% | +380+19.1% | Added |
| LifePlan Financial, LLC | 2,361 | $693.8K | 0.60% | −62−2.6% | Reduced |
| Apollon Wealth Management, LLC | 2,242 | $658.9K | 0.02% | +355+18.8% | Added |
| Huntington National Bank | 2,219 | $652.1K | 0.00% | −831−27.2% | Reduced |
| Vident Advisory, LLC | 2,176 | $639.5K | 0.02% | +231+11.9% | Added |
| Trust Co of Vermont | 2,170 | $637.7K | 0.03% | +1,765+435.8% | Added |
| Jump Financial, LLC | 2,154 | $633.0K | 0.01% | +1,062+97.3% | Added |
| Empowered Funds, LLC | 2,149 | $631.5K | 0.01% | +335+18.5% | Added |
| Janney Capital Management LLC | 2,114 | $621.0K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,108 | $619.4K | 0.01% | −503−19.3% | Reduced |
| Essex Financial Services, Inc. | 2,262 | $615.5K | 0.04% | +61+2.8% | Added |
| NWF Advisory Services Inc. | 2,087 | $613.3K | 0.09% | −4−0.2% | Reduced |
| GTS Securities LLC | 2,054 | $603.6K | 0.01% | +2,054 | New |
| Robertson Stephens Wealth Management, LLC | 2,049 | $602.1K | 0.02% | +2,049 | New |
| Oxford Asset Management LLP | 2,046 | $601.2K | 0.50% | +2,046 | New |
| Gibbs Wealth Management | 2,008 | $590.1K | 0.19% | +235+13.3% | Added |
| Roundview Capital LLC | 2,002 | $588.3K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,994 | $579.0K | 0.01% | +868+77.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,955 | $574.5K | 0.02% | −78−3.8% | Reduced |
| First Manhattan Co | 1,927 | $566.3K | 0.00% | 00.0% | Unchanged |