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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 13 | $3.82K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 12 | $3.62K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 12 | $3.53K | 0.00% | +5+71.4% | Added |
| MCF Advisors LLC | 11 | $3.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $3.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $3.22K | 0.00% | +2+20.0% | Added |
| NBC Securities, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11 | $3.00K | 0.00% | +7+175.0% | Added |
| Criterion Capital Advisors, LLC | 10 | $2.42K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $2.06K | 0.00% | +4+133.3% | Added |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $1.47K | 0.00% | +1+25.0% | Added |
| Riggs Asset Managment Co. Inc. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.18K | 0.00% | +2+100.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $1.18K | 0.00% | +4 | New |
| JDM Financial Group LLC | 3 | $882 | 0.00% | +3 | New |
| Strategic Investment Solutions, Inc. | 2 | $599 | 0.00% | +2 | New |
| Riverview Trust Co | 2 | $588 | 0.00% | +2 | New |
| First Personal Financial Services | 2 | $588 | 0.00% | +2 | New |
| Pacific Capital Wealth Advisors, Inc | 2 | $588 | 0.00% | +2 | New |
| Voisard Asset Management Group, Inc. | 2 | $588 | 0.00% | +2 | New |
| Asset Dedication, LLC | 1 | $294 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $294 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $293 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −350,356−100.0% | Sold out |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −269,796−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −62,792−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −34,500−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,133−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,251−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −6,792−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −5,923−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,130−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,531−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −15,305−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |