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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 425 | $124.9K | 0.00% | −1,010−70.4% | Reduced |
| Peoples Bank | 415 | $121.9K | 0.08% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 410 | $120.5K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 404 | $118.7K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $117.5K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 397 | $117.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 371 | $109.0K | 0.07% | +44+13.5% | Added |
| GeoWealth Management, LLC | 368 | $108.1K | 0.00% | −187−33.7% | Reduced |
| Ronald Blue Trust, Inc. | 435 | $105.5K | 0.00% | +279+178.8% | Added |
| DT Investment Partners, LLC | 355 | $104.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 355 | $104.3K | 0.02% | +8+2.3% | Added |
| Piscataqua Savings Bank | 337 | $99.0K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 322 | $94.6K | 0.01% | +322 | New |
| Baldwin Brothers Inc | 300 | $88.2K | 0.01% | +300 | New |
| Pinnacle Financial Partners Inc | 288 | $84.6K | 0.00% | +288 | New |
| Versant Capital Management, Inc | 283 | $83.2K | 0.02% | +13+4.8% | Added |
| GWM Advisors LLC | 258 | $75.7K | 0.00% | −17−6.2% | Reduced |
| Strengthening Families & Communities, LLC | 253 | $74.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 250 | $73.5K | 0.03% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 250 | $73.5K | 0.00% | +250 | New |
| Geneos Wealth Management Inc. | 238 | $69.9K | 0.00% | +44+22.7% | Added |
| Parkside Financial Bank & Trust | 234 | $68.8K | 0.01% | +5+2.2% | Added |
| Key Financial Inc | 227 | $66.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 216 | $63.5K | 0.00% | +21+10.8% | Added |
| Cape Investment Advisory, Inc. | 214 | $62.9K | 0.03% | +14+7.0% | Added |
| Osterweis Capital Management Inc | 210 | $61.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 209 | $61.4K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $58.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 194 | $57.0K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 192 | $56.4K | 0.00% | −794−80.5% | Reduced |
| Ridgewood Investments LLC | 172 | $50.5K | 0.03% | −2−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 164 | $48.2K | 0.00% | +164 | New |
| Golden State Equity Partners | 157 | $46.1K | 0.01% | +157 | New |
| Covestor Ltd | 156 | $46.0K | 0.03% | −32−17.0% | Reduced |
| MV Capital Management, Inc. | 154 | $45.3K | 0.00% | +8+5.5% | Added |
| Harbour Investments, Inc. | 154 | $45.3K | 0.00% | +5+3.4% | Added |
| Ancora Advisors, LLC | 151 | $44.3K | 0.00% | +1+0.7% | Added |
| SRS Capital Advisors, Inc. | 150 | $44.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $44.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 142 | $41.7K | 0.00% | +17+13.6% | Added |
| First Community Trust NA | 138 | $40.6K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 126 | $37.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 125 | $37.0K | 0.02% | −7−5.3% | Reduced |
| Capital Advisors, Ltd. LLC | 124 | $36.0K | 0.00% | +4+3.3% | Added |
| Mascoma Wealth Management LLC | 120 | $35.3K | 0.01% | −5−4.0% | Reduced |
| Addison Advisors LLC | 111 | $32.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $31.4K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $29.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $29.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 99 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 97 | $28.5K | 0.01% | +97 | New |
| Raleigh Capital Management Inc. | 95 | $27.9K | 0.01% | +28+41.8% | Added |
| Private Wealth Management Group, LLC | 87 | $25.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $24.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $24.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $23.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 76 | $22.3K | 0.00% | −22−22.4% | Reduced |
| West Paces Advisors Inc. | 72 | $21.2K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 69 | $20.3K | 0.01% | −10−12.7% | Reduced |
| Park Place Capital Corp | 64 | $18.8K | 0.01% | −9−12.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $18.5K | 0.01% | −18−22.2% | Reduced |
| AdvisorNet Financial, Inc | 58 | $17.0K | 0.00% | −22−27.5% | Reduced |
| Hemington Wealth Management | 66 | $17.0K | 0.00% | +66 | New |
| Harbor Investment Advisory, LLC | 55 | $16.2K | 0.00% | +7+14.6% | Added |
| McIlrath & Eck, LLC | 53 | $15.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 55 | $14.4K | 0.00% | +3+5.8% | Added |
| Bell Investment Advisors, Inc | 48 | $14.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 48 | $14.1K | 0.00% | −20−29.4% | Reduced |
| First Horizon Advisors, Inc. | 47 | $13.8K | 0.00% | +4+9.3% | Added |
| Johnson Financial Group, Inc. | 47 | $13.8K | 0.00% | −2−4.1% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $12.3K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $12.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 41 | $12.0K | 0.00% | +41 | New |
| Global X Japan Co., Ltd. | 40 | $11.8K | 0.00% | −12−23.1% | Reduced |
| Financial Network Wealth Advisors LLC | 38 | $11.2K | 0.01% | +1+2.7% | Added |
| Fortitude Family Office, LLC | 37 | $10.9K | 0.00% | +13+54.2% | Added |
| Cherry Tree Wealth Management, LLC | 34 | $9.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $9.95K | 0.00% | +2+6.3% | Added |
| Global Financial Private Client, LLC | 32 | $9.40K | 0.00% | +32 | New |
| Creative Financial Designs Inc | 30 | $8.82K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 29 | $8.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $8.23K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 28 | $8.23K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 27 | $7.93K | 0.00% | +27 | New |
| Grove Bank & Trust | 26 | $7.64K | 0.00% | +26 | New |
| State of Wyoming | 25 | $7.35K | 0.00% | +3+13.6% | Added |
| Dunhill Financial, LLC | 25 | $7.21K | 0.00% | +13+108.3% | Added |
| ESL Trust Services, LLC | 24 | $7.05K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 23 | $6.76K | 0.00% | −66−74.2% | Reduced |
| Sachetta, LLC | 23 | $6.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $6.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $6.00K | 0.00% | +6+37.5% | Added |
| Abound Wealth Management | 20 | $5.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $5.83K | 0.00% | +20 | New |
| Zions Bancorporation, N.A. | 16 | $4.70K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $4.70K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $4.70K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $4.70K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 16 | $4.70K | 0.00% | +16 | New |