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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, Q4 2024

Institutional positions in Equifax Inc as of Dec 31, 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
850
+22 vs. Q3 2024
Shares held
118.6M
+1.44M (+1.2%) vs. Q3 2024
Total value
$30.2B
−$4.48B (−12.9%) vs. Q3 2024
New holders
120
311 more added
Sold out
98
260 more reduced

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 850 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ4 2024: $30.2B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2024.

Institutions holding EFX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC2$00.00%+2New
American Capital Advisory, LLC0$260.00%0Unchanged
Quest Partners LLC1$2550.00%−2,673−100.0%Reduced
Asset Dedication, LLC1$2550.00%00.0%Unchanged
Aspect Partners, LLC1$2550.00%00.0%Unchanged
Sugar Maple Asset Management, LLC1$2550.00%+1New
Parkworth Wealth Management, Inc.2$5100.00%+2New
Redwood Park Advisors LLC2$5100.00%+2New
Strategic Investment Solutions, Inc.2$5210.00%00.0%Unchanged
Winnow Wealth LLC3$5610.00%+3New
Valued Wealth Advisors LLC3$7650.00%−4−57.1%Reduced
Logan Capital Management Inc3$7650.00%+3New
BOK Financial Private Wealth, Inc.3$7650.00%+3New
Principia Wealth Advisory, LLC3$7650.00%+3New
Bokf, NA4$9770.00%−2−33.3%Reduced
Jackson, Grant Investment Advisers, Inc.4$1.02K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.4$1.02K0.00%00.0%Unchanged
Core Alternative Capital5$1.27K0.00%+1+25.0%Added
Wolff Wiese Magana LLC5$1.27K0.00%00.0%Unchanged
Highline Wealth Partners LLC5$1.28K0.00%+1+25.0%Added
Vermillion & White Wealth Management Group, LLC5$1.28K0.00%00.0%Unchanged
Tucker Asset Management LLC6$1.53K0.00%00.0%Unchanged
Clark Wealth Partners6$1.53K0.00%+6New
Central Trust Co6$1.53K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$1.78K0.00%−14−66.7%Reduced
Carolinas Wealth Consulting LLC7$1.78K0.00%−5−41.7%Reduced
Trifecta Capital Advisors, LLC7$1.78K0.00%00.0%Unchanged
NewSquare Capital LLC7$1.78K0.00%+7New
Cassady Schiller Wealth Management, LLC7$1.78K0.00%+7New
Capital Analysts, LLC7$2.00K0.00%−4−36.4%Reduced
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC8$2.04K0.00%+8New
WealthTrak Capital Management LLC8$2.04K0.00%+8New
TFC Financial Management8$2.04K0.00%00.0%Unchanged
Pineridge Advisors LLC8$2.04K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC9$2.29K0.00%−29−76.3%Reduced
State of Wyoming9$2.29K0.00%−16−64.0%Reduced
Whipplewood Advisors, LLC9$2.29K0.00%+9New
Criterion Capital Advisors, LLC10$2.42K0.00%00.0%Unchanged
MCF Advisors LLC10$2.55K0.00%−1−9.1%Reduced
Bogart Wealth, LLC10$2.55K0.00%+10New
Bruce G. Allen Investments, LLC10$2.55K0.00%+10New
Cornerstone Planning Group LLC10$2.75K0.00%−2−16.7%Reduced
SJS Investment Consulting Inc.11$2.80K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$2.80K0.00%00.0%Unchanged
Continuum Advisory, LLC12$3.06K0.00%−43−78.2%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$3.31K0.00%+8+160.0%Added
SBI Securities Co., Ltd.14$3.57K0.00%+14New
CoreCap Advisors, LLC14$3.57K0.00%+14New
WR Wealth Planners, LLC15$3.82K0.00%+2+15.4%Added
Zions Bancorporation, N.A.16$4.08K0.00%00.0%Unchanged
Concord Wealth Partners16$4.08K0.00%00.0%Unchanged
Red Tortoise LLC16$4.08K0.00%00.0%Unchanged
Quent Capital, LLC16$4.08K0.00%00.0%Unchanged
Abound Wealth Management19$4.79K0.00%−1−5.0%Reduced
Mowery & Schoenfeld Wealth Management, LLC19$4.84K0.01%+19New
Heritage Wealth Advisors20$5.10K0.00%+4+25.0%Added
Nemes Rush Group LLC21$5.36K0.00%+21New
Sachetta, LLC23$5.86K0.00%00.0%Unchanged
ESL Trust Services, LLC24$6.12K0.00%00.0%Unchanged
Leonteq Securities AG24$6.12K0.00%+24New
South State Corp.25$6.37K0.00%+25New
Vermillion Wealth Management, Inc.25$6.42K0.00%+25New
FSA Wealth Management LLC27$6.88K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$7.14K0.00%00.0%Unchanged
Ransom Advisory, Ltd28$7.14K0.00%00.0%Unchanged
Sandy Spring Bank29$7.40K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC30$7.65K0.00%+30New
Dunhill Financial, LLC31$7.88K0.00%+6+24.0%Added
Millstone Evans Group, LLC33$8.41K0.01%+33New
Quarry LP34$8.66K0.00%−784−95.8%Reduced
Cherry Tree Wealth Management, LLC34$8.66K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC34$8.66K0.00%00.0%Unchanged
Global Financial Private Client, LLC35$8.92K0.00%+3+9.4%Added
Stance Capital LLC35$8.92K0.01%+35New
AdvisorNet Financial, Inc36$9.18K0.00%−22−37.9%Reduced
Fortitude Family Office, LLC37$9.43K0.00%00.0%Unchanged
Creative Financial Designs Inc39$9.94K0.00%+9+30.0%Added
Avion Wealth41$10.0K0.00%+19+86.4%Added
Eastern Bank41$10.4K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC42$10.7K0.00%00.0%Unchanged
Solstein Capital, LLC42$10.7K0.01%00.0%Unchanged
Bell Investment Advisors, Inc43$11.0K0.00%−5−10.4%Reduced
Mascoma Wealth Management LLC45$11.5K0.00%−75−62.5%Reduced
Grove Bank & Trust46$11.7K0.00%+20+76.9%Added
Harbor Investment Advisory, LLC47$12.0K0.00%−8−14.5%Reduced
WPG Advisers, LLC50$12.7K0.01%+50New
Johnson Financial Group, Inc.47$12.9K0.00%00.0%Unchanged
Global X Japan Co., Ltd.52$13.3K0.00%+12+30.0%Added
McIlrath & Eck, LLC53$13.5K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.56$14.3K0.00%+56New
Putney Financial Group LLC60$15.3K0.01%+60New
Accredited Wealth Management, LLC61$15.5K0.01%+61New
Sierra Ocean, LLC62$15.8K0.01%+62New
Annis Gardner Whiting Capital Advisors, LLC63$16.1K0.00%00.0%Unchanged
Park Place Capital Corp64$16.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.69$17.6K0.00%−366−84.1%Reduced
EnRich Financial Partners LLC69$17.6K0.01%00.0%Unchanged
Raleigh Capital Management Inc.70$17.8K0.01%−25−26.3%Reduced
West Paces Advisors Inc.70$17.8K0.00%−2−2.8%Reduced