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
- +86 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
- 50
- 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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 1,914 | $562.4K | 0.04% | +1,914 | New |
| Manchester Capital Management LLC | 1,913 | $562.2K | 0.07% | +1+0.1% | Added |
| Davenport & Co LLC | 1,912 | $562.0K | 0.00% | −210−9.9% | Reduced |
| Washington Trust Advisors, Inc. | 1,878 | $551.9K | 0.05% | 00.0% | Unchanged |
| Axq Capital, LP | 1,878 | $551.9K | 0.17% | +1,878 | New |
| Everpar Advisors LLC | 1,870 | $549.5K | 0.28% | −201−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,869 | $549.3K | 0.03% | +47+2.6% | Added |
| Brown Brothers Harriman & Co | 1,846 | $542.5K | 0.00% | +109+6.3% | Added |
| Coldstream Capital Management Inc | 1,865 | $539.6K | 0.01% | +728+64.0% | Added |
| Pegasus Partners Ltd. | 1,834 | $538.9K | 0.05% | −1,056−36.5% | Reduced |
| Peapack Gladstone Financial Corp | 1,818 | $534.0K | 0.01% | −3−0.2% | Reduced |
| BBR Partners, LLC | 1,800 | $528.9K | 0.04% | −5−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,798 | $528.4K | 0.02% | −39−2.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,780 | $523.1K | 0.02% | −100−5.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,779 | $522.8K | 0.14% | −12−0.7% | Reduced |
| Correct Capital Wealth Management | 1,751 | $514.5K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 1,721 | $505.7K | 0.01% | +5+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 1,704 | $500.7K | 0.01% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 1,695 | $498.1K | 0.03% | −14−0.8% | Reduced |
| Guggenheim Capital LLC | 1,695 | $498.1K | 0.00% | −313−15.6% | Reduced |
| V-Square Quantitative Management LLC | 1,685 | $495.2K | 0.07% | −54−3.1% | Reduced |
| Horizon Investments, LLC | 1,678 | $493.1K | 0.01% | −46−2.7% | Reduced |
| Greenleaf Trust | 1,665 | $489.3K | 0.00% | +48+3.0% | Added |
| Bridgefront Capital, LLC | 1,658 | $487.2K | 0.19% | +1,658 | New |
| Ironwood Investment Counsel, LLC | 1,650 | $484.9K | 0.08% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,650 | $484.7K | 0.25% | +2+0.1% | Added |
| HighPoint Advisor Group LLC | 1,809 | $478.2K | 0.03% | +90+5.2% | Added |
| FIL Ltd | 1,614 | $474.3K | 0.00% | +56+3.6% | Added |
| NorthRock Partners, LLC | 1,602 | $470.8K | 0.02% | −147−8.4% | Reduced |
| Trust Co of Virginia | 1,600 | $470.2K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,614 | $468.8K | 0.00% | +875+118.4% | Added |
| MQS Management LLC | 1,565 | $459.9K | 0.26% | +1,565 | New |
| Dark Forest Capital Management LP | 1,555 | $457.0K | 0.06% | +1,555 | New |
| Integrated Advisors Network LLC | 1,551 | $455.8K | 0.02% | −15−1.0% | Reduced |
| Nicolet Bankshares Inc | 1,525 | $448.1K | 0.11% | −409−21.1% | Reduced |
| CWM, LLC | 1,520 | $447.0K | 0.00% | +93+6.5% | Added |
| Profund Advisors LLC | 1,521 | $447.0K | 0.02% | −467−23.5% | Reduced |
| Panagora Asset Management Inc | 1,513 | $444.6K | 0.00% | −1−0.1% | Reduced |
| Washington Trust Co | 1,500 | $440.8K | 0.02% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $440.8K | 0.28% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,495 | $439.3K | 0.04% | +9+0.6% | Added |
| Financial Advisory Corp | 1,491 | $438.0K | 0.16% | −1,084−42.1% | Reduced |
| Oxford Financial Group Ltd | 1,483 | $435.8K | 0.03% | −8−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 1,454 | $427.4K | 0.00% | +375+34.8% | Added |
| Tiaa Trust, National Association | 1,454 | $427.3K | 0.00% | +1,454 | New |
| Pitcairn Co | 1,449 | $425.8K | 0.03% | −177−10.9% | Reduced |
| Quotient Wealth Partners, LLC | 1,448 | $425.5K | 0.01% | −42−2.8% | Reduced |
| 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 |
| Foster Victor Wealth Advisors, LLC | 1,459 | $414.7K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 1,407 | $413.5K | 0.04% | +46+3.4% | Added |
| WSFS Capital Management, LLC | 1,404 | $412.6K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,399 | $411.1K | 0.00% | −47−3.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,393 | $409.0K | 0.01% | −2,690−65.9% | Reduced |
| TrueWealth Advisors, LLC | 1,389 | $408.2K | 0.14% | +1+0.1% | Added |
| Everence Capital Management Inc | 1,390 | $408.0K | 0.03% | +1,390 | New |
| Lake Street Advisors Group, LLC | 1,388 | $408.0K | 0.02% | +4+0.3% | Added |
| Chicago Partners Investment Group LLC | 1,474 | $400.6K | 0.01% | +53+3.7% | Added |
| Venturi Wealth Management, LLC | 1,358 | $399.1K | 0.02% | +508+59.8% | Added |
| Axxcess Wealth Management, LLC | 1,357 | $398.8K | 0.01% | −41−2.9% | Reduced |
| Siemens Fonds Invest GmbH | 1,340 | $393.8K | 0.03% | +57+4.4% | Added |
| Summit Financial, LLC | 1,329 | $390.5K | 0.02% | −15−1.1% | Reduced |
| Aigen Investment Management, LP | 1,328 | $390.2K | 0.08% | +1,328 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $386.0K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,308 | $384.4K | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,305 | $383.5K | 0.01% | +243+22.9% | Added |
| Aureus Asset Management, LLC | 1,300 | $382.0K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,297 | $381.1K | 0.07% | +145+12.6% | Added |
| Ostrum Asset Management | 1,290 | $379.1K | 0.03% | +16+1.3% | Added |
| Ballentine Partners, LLC | 1,270 | $373.2K | 0.01% | +93+7.9% | Added |
| Riverwater Partners LLC | 1,265 | $371.1K | 0.18% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,260 | $370.3K | 0.03% | −7,360−85.4% | Reduced |
| Cigna Investments Inc | 1,257 | $369.0K | 0.07% | −22−1.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,254 | $368.5K | 0.05% | +31+2.5% | Added |
| Ameritas Investment Partners, Inc. | 1,253 | $368.2K | 0.01% | −81−6.1% | Reduced |
| Lighthouse Investment Partners, LLC | 1,252 | $367.9K | 0.02% | −9,913−88.8% | Reduced |
| Valeo Financial Advisors, LLC | 1,233 | $362.3K | 0.01% | +7+0.6% | Added |
| Thrive Wealth Management, LLC | 1,213 | $356.5K | 0.07% | −13−1.1% | Reduced |
| Wendell David Associates Inc | 1,212 | $356.0K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,210 | $355.6K | 0.03% | −900−42.7% | Reduced |
| Ci Investments Inc. | 1,209 | $355.0K | 0.00% | +183+17.8% | Added |
| Teza Capital Management LLC | 1,190 | $349.7K | 0.04% | +1,190 | New |
| Independent Advisor Alliance | 1,175 | $345.3K | 0.01% | +7+0.6% | Added |
| Wealth Advisory Solutions, LLC | 1,170 | $343.8K | 0.09% | +1,170 | New |
| Cherry Creek Investment Advisors, Inc. | 1,162 | $341.5K | 0.18% | +1+0.1% | Added |
| Edge Capital Group, LLC | 1,158 | $340.3K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,128 | $331.5K | 0.04% | +30+2.7% | Added |
| Meridian Wealth Management, LLC | 1,122 | $329.7K | 0.02% | +1,122 | New |
| Sabal Trust CO | 1,121 | $329.4K | 0.02% | +4+0.4% | Added |
| D.A. Davidson & Co. | 1,114 | $327.4K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 1,100 | $323.2K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,071 | $314.7K | 0.03% | +1+0.1% | Added |
| GSB Wealth Management, LLC | 1,069 | $314.0K | 0.08% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,066 | $313.3K | 0.00% | +1,066 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,062 | $312.1K | 0.03% | −181−14.6% | Reduced |
| Cannon Financial Strategists, Inc. | 1,060 | $311.5K | 0.05% | −1−0.1% | Reduced |
| Palogic Value Management, L.P. | 1,054 | $309.7K | 0.12% | −29−2.7% | Reduced |
| Wetherby Asset Management Inc | 1,046 | $307.4K | 0.01% | −9−0.9% | Reduced |
| Corton Capital Inc. | 1,044 | $306.8K | 0.15% | +1,044 | New |
| Resources Investment Advisors, LLC. | 1,037 | $304.7K | 0.00% | +1,037 | New |