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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 833 | $212.3K | 0.02% | +78+10.3% | Added |
| Clarius Group, LLC | 846 | $215.6K | 0.01% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 847 | $215.9K | 0.09% | 00.0% | Unchanged |
| ASB Consultores, LLC | 848 | $216.1K | 0.09% | +81+10.6% | Added |
| Apeiron RIA LLC | 850 | $216.6K | 0.06% | 00.0% | Unchanged |
| Trust Co of the South | 859 | $218.9K | 0.04% | −104−10.8% | Reduced |
| Malaga Cove Capital, LLC | 866 | $220.7K | 0.09% | +866 | New |
| American Trust | 874 | $222.7K | 0.02% | −51−5.5% | Reduced |
| Penserra Capital Management LLC | 887 | $224.0K | 0.00% | +300+51.1% | Added |
| Howard Capital Management Inc. | 879 | $224.0K | 0.00% | +45+5.4% | Added |
| Teza Capital Management LLC | 880 | $224.3K | 0.03% | −310−26.1% | Reduced |
| Norden Group LLC | 889 | $226.6K | 0.03% | +109+14.0% | Added |
| Ellevest, Inc. | 905 | $230.6K | 0.01% | −25−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 907 | $231.1K | 0.01% | −891−49.6% | Reduced |
| EP Wealth Advisors, LLC | 916 | $233.5K | 0.00% | +916 | New |
| Chicago Partners Investment Group LLC | 946 | $234.7K | 0.01% | −528−35.8% | Reduced |
| J.W. Cole Advisors, Inc. | 922 | $235.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 929 | $236.8K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 938 | $239.0K | 0.02% | +7+0.8% | Added |
| MPS Loria Financial Planners, LLC | 944 | $240.6K | 0.07% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 964 | $245.7K | 0.06% | +160+19.9% | Added |
| Wetherby Asset Management Inc | 984 | $250.8K | 0.01% | −62−5.9% | Reduced |
| Modera Wealth Management, LLC | 984 | $250.8K | 0.00% | +20+2.1% | Added |
| Jump Financial, LLC | 985 | $251.0K | 0.01% | −1,169−54.3% | Reduced |
| Salem Investment Counselors Inc | 986 | $251.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 993 | $253.1K | 0.00% | −10−1.0% | Reduced |
| AXA S.A. | 998 | $254.3K | 0.00% | +91+10.0% | Added |
| Howland Capital Management LLC | 1,000 | $254.8K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 1,000 | $254.8K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,000 | $254.8K | 0.00% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $254.8K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $254.8K | 0.09% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,010 | $257.4K | 0.00% | +4+0.4% | Added |
| Snowden Capital Advisors LLC | 1,011 | $257.7K | 0.01% | +96+10.5% | Added |
| CWM Advisors, LLC | 1,012 | $257.9K | 0.03% | +41+4.2% | Added |
| Oppenheimer & Co Inc | 1,013 | $258.2K | 0.00% | −292−22.4% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,020 | $259.9K | 0.16% | +1,020 | New |
| Wedgewood Investors Inc | 1,025 | $261.2K | 0.31% | 00.0% | Unchanged |
| Everett Harris & Co | 1,033 | $263.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,043 | $265.8K | 0.03% | +32+3.2% | Added |
| Glenview Trust Co | 1,044 | $266.1K | 0.00% | +8+0.8% | Added |
| LRI Investments, LLC | 1,046 | $266.5K | 0.03% | +53+5.3% | Added |
| Flow Traders U.S. LLC | 1,047 | $267.0K | 0.01% | +1,047 | New |
| Novus Advisors, LLC | 1,050 | $267.6K | 0.27% | +1,050 | New |
| Johnson Investment Counsel Inc | 1,050 | $267.7K | 0.00% | +236+29.0% | Added |
| New England Research & Management, Inc. | 1,050 | $268.0K | 0.14% | +1,050 | New |
| Cannon Financial Strategists, Inc. | 1,059 | $269.9K | 0.05% | −1−0.1% | Reduced |
| Palogic Value Management, L.P. | 1,066 | $271.7K | 0.11% | +12+1.1% | Added |
| GSB Wealth Management, LLC | 1,071 | $273.1K | 0.07% | +2+0.2% | Added |
| Austin Private Wealth, LLC | 1,089 | $277.5K | 0.03% | +18+1.7% | Added |
| Two Sigma Securities, LLC | 1,094 | $278.8K | 0.05% | −820−42.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,094 | $278.8K | 0.03% | +32+3.0% | Added |
| Park National Corp | 1,100 | $280.3K | 0.01% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,103 | $281.1K | 0.07% | −205−15.7% | Reduced |
| Sabal Trust CO | 1,112 | $283.4K | 0.02% | −9−0.8% | Reduced |
| Meridian Wealth Management, LLC | 1,124 | $286.4K | 0.01% | +2+0.2% | Added |
| Wealth Alliance | 1,146 | $292.1K | 0.03% | +18+1.6% | Added |
| Teacher Retirement System of Texas | 1,158 | $295.0K | 0.00% | +331+40.0% | Added |
| Union Bancaire Privee, UBP SA | 1,158 | $296.4K | 0.01% | +1,158 | New |
| Cherry Creek Investment Advisors, Inc. | 1,164 | $296.6K | 0.15% | +2+0.2% | Added |
| Edge Capital Group, LLC | 1,164 | $296.6K | 0.01% | +6+0.5% | Added |
| Frank, Rimerman Advisors LLC | 1,164 | $296.6K | 0.02% | +139+13.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,309 | $298.0K | 0.05% | +645+17.6% | Added |
| Financial Advisory Corp | 1,186 | $302.0K | 0.11% | −305−20.5% | Reduced |
| Thrive Wealth Management, LLC | 1,186 | $302.3K | 0.05% | −27−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,208 | $307.9K | 0.01% | −45−3.6% | Reduced |
| Wendell David Associates Inc | 1,212 | $309.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,234 | $314.5K | 0.01% | +1+0.1% | Added |
| Ostrum Asset Management | 1,238 | $315.5K | 0.03% | −52−4.0% | Reduced |
| Quotient Wealth Partners, LLC | 1,253 | $319.3K | 0.01% | −195−13.5% | Reduced |
| Cigna Investments Inc | 1,257 | $320.0K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,280 | $326.3K | 0.06% | +26+2.1% | Added |
| Warren Averett Asset Management, LLC | 1,288 | $328.2K | 0.01% | +1,288 | New |
| Nicolet Bankshares Inc | 1,290 | $328.8K | 0.08% | −235−15.4% | Reduced |
| International Assets Investment Management, LLC | 1,316 | $330.5K | 0.03% | −959,046−99.9% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $331.3K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,315 | $335.1K | 0.01% | −206−13.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,318 | $336.0K | 0.02% | +3+0.2% | Added |
| Walleye Capital LLC | 1,322 | $336.9K | 0.00% | −86,784−98.5% | Reduced |
| BBR Partners, LLC | 1,335 | $340.2K | 0.02% | −465−25.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,340 | $342.0K | 0.04% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 1,344 | $342.5K | 0.30% | −1,017−43.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,344 | $342.6K | 0.01% | −13−1.0% | Reduced |
| QRG Capital Management, Inc. | 1,344 | $342.6K | 0.00% | +278+26.1% | Added |
| Summit Financial, LLC | 1,345 | $342.8K | 0.01% | +16+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,355 | $345.3K | 0.02% | +351+35.0% | Added |
| WSFS Capital Management, LLC | 1,367 | $348.4K | 0.02% | −37−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 1,384 | $352.7K | 0.00% | +1,384 | New |
| TrueWealth Advisors, LLC | 1,389 | $354.0K | 0.12% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,390 | $354.2K | 0.02% | −37−2.6% | Reduced |
| Ballentine Partners, LLC | 1,392 | $354.8K | 0.01% | +122+9.6% | Added |
| Vontobel Holding Ltd. | 1,399 | $356.5K | 0.00% | 00.0% | Unchanged |
| Wealth Management Nebraska | 1,399 | $356.5K | 0.06% | +1,399 | New |
| Sequoia Financial Advisors, LLC | 1,413 | $360.2K | 0.00% | −41−2.8% | Reduced |
| Lake Street Advisors Group, LLC | 1,425 | $363.2K | 0.02% | +37+2.7% | Added |
| Venturi Wealth Management, LLC | 1,428 | $363.9K | 0.02% | +70+5.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,440 | $367.0K | 0.22% | +1,440 | New |
| Forum Financial Management, LP | 1,441 | $367.2K | 0.01% | +760+111.6% | Added |
| Chesley Taft & Associates LLC | 1,445 | $368.3K | 0.02% | +1,445 | New |
| Oxford Financial Group Ltd | 1,462 | $372.6K | 0.02% | −21−1.4% | Reduced |