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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 1,036 | $304.4K | 0.01% | +31+3.1% | Added |
| Everett Harris & Co | 1,033 | $303.6K | 0.00% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,025 | $301.2K | 0.33% | −750−42.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,025 | $301.2K | 0.02% | −21−2.0% | Reduced |
| DRW Securities, LLC | 1,016 | $298.6K | 0.02% | +1,016 | New |
| Private Trust Co NA | 1,011 | $297.1K | 0.03% | −78−7.2% | Reduced |
| Vise Technologies, Inc. | 1,009 | $296.5K | 0.04% | +1,009 | New |
| Ferguson Wellman Capital Management, Inc | 1,006 | $295.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,004 | $295.0K | 0.02% | −5−0.5% | Reduced |
| Stephens Inc | 1,003 | $294.7K | 0.00% | +162+19.3% | Added |
| Howland Capital Management LLC | 1,000 | $293.9K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 1,000 | $293.9K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $293.9K | 0.01% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $293.9K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $293.9K | 0.12% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 986 | $289.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 977 | $286.8K | 0.02% | +714+271.5% | Added |
| CWM Advisors, LLC | 971 | $285.3K | 0.03% | −118−10.8% | Reduced |
| Modera Wealth Management, LLC | 964 | $283.3K | 0.00% | −1−0.1% | Reduced |
| Trust Co of the South | 963 | $283.0K | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 954 | $280.3K | 0.06% | +954 | New |
| Verition Fund Management LLC | 949 | $278.9K | 0.00% | −412−30.3% | Reduced |
| MPS Loria Financial Planners, LLC | 944 | $277.4K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 931 | $273.6K | 0.02% | −10−1.1% | Reduced |
| Ellevest, Inc. | 930 | $273.3K | 0.02% | −20−2.1% | Reduced |
| Acropolis Investment Management, LLC | 929 | $273.0K | 0.02% | +929 | New |
| American Trust | 925 | $271.8K | 0.02% | −77−7.7% | Reduced |
| J.W. Cole Advisors, Inc. | 922 | $270.9K | 0.01% | +20+2.2% | Added |
| Snowden Capital Advisors LLC | 915 | $268.9K | 0.01% | +915 | New |
| AXA S.A. | 907 | $266.5K | 0.00% | +907 | New |
| Versor Investments LP | 898 | $263.9K | 0.04% | +898 | New |
| LRI Investments, LLC | 993 | $260.3K | 0.03% | −46−4.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 870 | $255.7K | 0.06% | +870 | New |
| Apeiron RIA LLC | 850 | $249.8K | 0.07% | 00.0% | Unchanged |
| Conning Inc. | 848 | $249.2K | 0.01% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 847 | $248.9K | 0.11% | 00.0% | Unchanged |
| Clarius Group, LLC | 846 | $248.0K | 0.02% | −45−5.1% | Reduced |
| Howard Capital Management Inc. | 834 | $245.1K | 0.00% | +834 | New |
| Venture Visionary Partners LLC | 827 | $243.0K | 0.01% | −33−3.8% | Reduced |
| Teacher Retirement System of Texas | 827 | $243.0K | 0.00% | −1,589−65.8% | Reduced |
| Quarry LP | 818 | $240.4K | 0.07% | +811+11,585.7% | Added |
| National Asset Management, Inc. | 816 | $239.8K | 0.01% | −67−7.6% | Reduced |
| Johnson Investment Counsel Inc | 814 | $239.3K | 0.00% | +814 | New |
| Citizens Financial Group Inc | 810 | $238.0K | 0.00% | +810 | New |
| Ipswich Investment Management Co., Inc. | 804 | $236.3K | 0.05% | +804 | New |
| Sterling Investment Counsel, LLC | 800 | $235.1K | 0.08% | +800 | New |
| Seed Wealth Management, Inc. | 800 | $235.1K | 0.19% | +800 | New |
| Private Advisor Group, LLC | 796 | $233.9K | 0.00% | +796 | New |
| Weatherly Asset Management L. P. | 796 | $233.9K | 0.02% | +796 | New |
| Edgestream Partners, L.P. | 795 | $233.6K | 0.01% | +795 | New |
| Westpac Banking Corp | 791 | $232.4K | 0.02% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 791 | $232.4K | 0.14% | +791 | New |
| Diversified Trust Co | 787 | $231.3K | 0.01% | +787 | New |
| 9258 Wealth Management, LLC | 783 | $230.1K | 0.03% | +783 | New |
| Norden Group LLC | 780 | $229.2K | 0.03% | +780 | New |
| Hutchens & Kramer Investment Management Group, LLC | 785 | $227.9K | 0.13% | +785 | New |
| Dorsey & Whitney Trust CO LLC | 774 | $227.4K | 0.01% | +774 | New |
| ASB Consultores, LLC | 767 | $225.4K | 0.09% | +767 | New |
| Nicholas Hoffman & Company, LLC. | 767 | $225.3K | 0.01% | +767 | New |
| Savant Capital, LLC | 766 | $225.2K | 0.00% | +766 | New |
| Great Lakes Advisors, LLC | 765 | $224.8K | 0.00% | +765 | New |
| Northeast Investment Management | 761 | $223.6K | 0.01% | +761 | New |
| Institute for Wealth Management, LLC. | 760 | $223.4K | 0.03% | +760 | New |
| Element Wealth, LLC | 757 | $222.4K | 0.12% | +757 | New |
| Whittier Trust Co of Nevada Inc | 756 | $222.1K | 0.01% | +459+154.5% | Added |
| Koshinski Asset Management, Inc. | 755 | $221.9K | 0.02% | +755 | New |
| Avestar Capital, LLC | 755 | $221.9K | 0.02% | +755 | New |
| Concurrent Investment Advisors, LLC | 753 | $221.3K | 0.01% | +753 | New |
| J. Safra Sarasin Holding AG | 750 | $220.4K | 0.00% | +750 | New |
| Sage Mountain Advisors LLC | 739 | $217.2K | 0.02% | +739 | New |
| Scotia Capital Inc. | 735 | $216.0K | 0.00% | +735 | New |
| Principal Securities, Inc. | 730 | $214.5K | 0.01% | +46+6.7% | Added |
| Shelton Capital Management | 729 | $214.2K | 0.01% | +729 | New |
| JSF Financial, LLC | 726 | $213.2K | 0.06% | +726 | New |
| Farther Finance Advisors, LLC | 719 | $211.4K | 0.01% | +22+3.2% | Added |
| Rothschild Investment LLC | 701 | $206.0K | 0.01% | +20+2.9% | Added |
| Renaissance Investment Group LLC | 700 | $205.7K | 0.04% | +700 | New |
| Fundamentun, LLC | 699 | $205.4K | 0.01% | +699 | New |
| Avantax Planning Partners, Inc. | 697 | $204.8K | 0.01% | +697 | New |
| Trust Investment Advisors | 693 | $203.6K | 0.13% | +693 | New |
| Whittier Trust Co | 693 | $203.6K | 0.00% | +24+3.6% | Added |
| Nebula Research & Development LLC | 691 | $203.1K | 0.02% | +691 | New |
| Graham Capital Management, L.P. | 685 | $201.3K | 0.01% | −1,617−70.2% | Reduced |
| Advisory Alpha, LLC | 684 | $201.1K | 0.01% | +684 | New |
| Forum Financial Management, LP | 681 | $200.1K | 0.00% | +681 | New |
| Delta Asset Management LLC | 663 | $194.8K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 634 | $186.3K | 0.00% | +9+1.4% | Added |
| Larson Financial Group LLC | 620 | $182.2K | 0.01% | −161−20.6% | Reduced |
| Penserra Capital Management LLC | 587 | $171.0K | 0.00% | +6+1.0% | Added |
| Parallel Advisors, LLC | 578 | $169.9K | 0.00% | +72+14.2% | Added |
| Lindbrook Capital, LLC | 577 | $169.6K | 0.02% | +31+5.7% | Added |
| Skopos Labs, Inc. | 576 | $169.3K | 0.06% | +576 | New |
| Eagle Bay Advisors LLC | 542 | $159.3K | 0.06% | −55−9.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 540 | $158.8K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 533 | $157.0K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 529 | $155.5K | 0.00% | +22+4.3% | Added |
| Smartleaf Asset Management LLC | 528 | $153.3K | 0.02% | +211+66.6% | Added |
| IFP Advisors, Inc | 488 | $143.5K | 0.01% | −130−21.0% | Reduced |
| Global Retirement Partners, LLC | 432 | $126.9K | 0.00% | +10+2.4% | Added |
| Pflug Koory, LLC | 430 | $126.4K | 0.06% | +430 | New |