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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 69 | $18.0K | 0.01% | −87−55.8% | Reduced |
| Elequin Capital LP | 77 | $19.6K | 0.00% | +77 | New |
| Hemington Wealth Management | 82 | $20.0K | 0.01% | +16+24.2% | Added |
| Rise Advisors, LLC | 80 | $20.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $20.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 87 | $22.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 89 | $22.7K | 0.00% | +66+287.0% | Added |
| HHM Wealth Advisors, LLC | 90 | $22.9K | 0.00% | +7+8.4% | Added |
| McClarren Financial Advisors, Inc. | 100 | $25.0K | 0.07% | +100 | New |
| Optimum Investment Advisors | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 101 | $25.7K | 0.01% | +96+1,920.0% | Added |
| Smithfield Trust Co | 99 | $26.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 97 | $26.4K | 0.00% | +49+102.1% | Added |
| Raffa Wealth Management, LLC | 107 | $27.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 103 | $28.2K | 0.01% | +103 | New |
| Addison Advisors LLC | 111 | $28.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 118 | $30.0K | 0.00% | −6−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 118 | $30.0K | 0.00% | −25−17.5% | Reduced |
| Colonial Trust Co | 121 | $30.9K | 0.00% | +101+505.0% | Added |
| Caldwell Trust Co | 126 | $32.1K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 137 | $34.9K | 0.01% | +137 | New |
| Central Pacific Bank - Trust Division | 137 | $34.9K | 0.00% | +137 | New |
| First Financial Corp | 145 | $37.0K | 0.02% | −64−30.6% | Reduced |
| MV Capital Management, Inc. | 149 | $38.0K | 0.00% | −5−3.2% | Reduced |
| Ancora Advisors, LLC | 150 | $38.2K | 0.00% | −1−0.7% | Reduced |
| Spire Wealth Management | 151 | $38.5K | 0.00% | +75+98.7% | Added |
| Harbour Investments, Inc. | 154 | $39.2K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 154 | $39.2K | 0.00% | +154 | New |
| Evelyn Partners Investment Management LLP | 154 | $39.2K | 0.00% | +154 | New |
| SRS Capital Advisors, Inc. | 159 | $40.5K | 0.00% | +9+6.0% | Added |
| Hexagon Capital Partners LLC | 167 | $42.6K | 0.01% | +167 | New |
| Ridgewood Investments LLC | 172 | $43.8K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 191 | $48.7K | 0.00% | +27+16.5% | Added |
| Atala Financial Inc | 193 | $49.2K | 0.03% | +193 | New |
| Activest Wealth Management | 194 | $49.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $51.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 210 | $53.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 214 | $54.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $57.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 227 | $57.9K | 0.00% | +11+5.1% | Added |
| Parkside Financial Bank & Trust | 230 | $58.6K | 0.01% | −4−1.7% | Reduced |
| GeoWealth Management, LLC | 230 | $58.6K | 0.00% | −138−37.5% | Reduced |
| Geneos Wealth Management Inc. | 241 | $61.4K | 0.00% | +3+1.3% | Added |
| City State Bank | 250 | $63.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 254 | $64.7K | 0.01% | +112+78.9% | Added |
| GWM Advisors LLC | 286 | $72.8K | 0.00% | +28+10.9% | Added |
| Cary Street Partner Investment Advisory LLC | 305 | $77.7K | 0.05% | −8,592−96.6% | Reduced |
| Anchor Investment Management, LLC | 322 | $82.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 327 | $83.3K | 0.05% | −44−11.9% | Reduced |
| Pinnacle Financial Partners Inc | 288 | $84.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $85.9K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $90.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 363 | $92.5K | 0.00% | +363 | New |
| CVA Family Office, LLC | 371 | $94.5K | 0.01% | +16+4.5% | Added |
| Versant Capital Management, Inc | 376 | $95.8K | 0.02% | +93+32.9% | Added |
| Hanson & Doremus Investment Management | 397 | $101.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 403 | $102.7K | 0.03% | −1−0.2% | Reduced |
| Arlington Trust Co LLC | 410 | $104.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 411 | $104.7K | 0.00% | −21−4.9% | Reduced |
| Peoples Bank | 415 | $105.8K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 418 | $106.5K | 0.00% | −7−1.6% | Reduced |
| Pflug Koory, LLC | 430 | $109.6K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 478 | $121.8K | 0.01% | −99−17.2% | Reduced |
| Eagle Bay Advisors LLC | 478 | $121.8K | 0.08% | −64−11.8% | Reduced |
| Massmutual Trust Co FSB | 505 | $128.7K | 0.00% | −24−4.5% | Reduced |
| IFP Advisors, Inc | 514 | $131.1K | 0.00% | +26+5.3% | Added |
| VSM Wealth Advisory, LLC | 550 | $140.2K | 0.05% | +550 | New |
| Parallel Advisors, LLC | 585 | $149.1K | 0.00% | +7+1.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 586 | $149.5K | 0.06% | +46+8.5% | Added |
| Skopos Labs, Inc. | 589 | $149.9K | 0.04% | +13+2.3% | Added |
| Mather Group, LLC. | 638 | $162.6K | 0.00% | +4+0.6% | Added |
| Smartleaf Asset Management LLC | 643 | $164.1K | 0.02% | +115+21.8% | Added |
| Delta Asset Management LLC | 663 | $169.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 674 | $171.8K | 0.00% | +627+1,334.0% | Added |
| Whittier Trust Co | 683 | $174.1K | 0.00% | −10−1.4% | Reduced |
| Rothschild Investment LLC | 685 | $174.6K | 0.01% | −16−2.3% | Reduced |
| Bayforest Capital Ltd | 704 | $179.4K | 0.22% | +704 | New |
| Simplex Trading, LLC | 725 | $184.0K | 0.01% | +725 | New |
| Atlantic Trust, LLC | 726 | $185.0K | 0.04% | +726 | New |
| Farther Finance Advisors, LLC | 752 | $191.7K | 0.01% | +33+4.6% | Added |
| Whittier Trust Co of Nevada Inc | 754 | $192.2K | 0.00% | −2−0.3% | Reduced |
| DRW Securities, LLC | 785 | $200.1K | 0.01% | −231−22.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 785 | $200.1K | 0.11% | 00.0% | Unchanged |
| Westpac Banking Corp | 791 | $201.6K | 0.01% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 791 | $201.6K | 0.11% | 00.0% | Unchanged |
| Principal Securities, Inc. | 797 | $203.1K | 0.00% | +67+9.2% | Added |
| Concurrent Investment Advisors, LLC | 799 | $203.6K | 0.01% | +46+6.1% | Added |
| Seed Wealth Management, Inc. | 800 | $203.9K | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 801 | $204.1K | 0.00% | +14+1.8% | Added |
| Larson Financial Group LLC | 804 | $204.9K | 0.01% | +184+29.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 810 | $206.4K | 0.05% | −60−6.9% | Reduced |
| Citizens Financial Group Inc | 810 | $206.4K | 0.00% | 00.0% | Unchanged |
| Grange Capital, LLC | 814 | $207.4K | 0.22% | +814 | New |
| Dorsey & Whitney Trust CO LLC | 817 | $208.2K | 0.01% | +43+5.6% | Added |
| Conning Inc. | 823 | $209.7K | 0.01% | −25−2.9% | Reduced |
| Venture Visionary Partners LLC | 827 | $210.8K | 0.01% | 00.0% | Unchanged |
| Argentarii, LLC | 828 | $211.1K | 0.11% | +828 | New |
| Fedenia Advisers LLC | 829 | $211.3K | 0.12% | +829 | New |
| National Asset Management, Inc. | 832 | $212.0K | 0.01% | +16+2.0% | Added |