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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 1,472 | $375.1K | 0.00% | +18+1.2% | Added |
| Pitcairn Co | 1,474 | $375.6K | 0.02% | +25+1.7% | Added |
| SNS Financial Group, LLC | 1,496 | $381.3K | 0.04% | +1+0.1% | Added |
| Washington Trust Co | 1,500 | $382.3K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $382.3K | 0.24% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,503 | $383.0K | 0.06% | +206+15.9% | Added |
| Foster Victor Wealth Advisors, LLC | 1,459 | $383.5K | 0.03% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,505 | $383.6K | 0.02% | +1,505 | New |
| Riverwater Partners LLC | 1,509 | $384.6K | 0.19% | +244+19.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,515 | $386.1K | 0.03% | −8,932−85.5% | Reduced |
| Inceptionr LLC | 1,540 | $392.5K | 0.09% | +1,540 | New |
| CAPROCK Group, Inc. | 1,569 | $400.0K | 0.01% | +1,569 | New |
| Steward Partners Investment Advisory, LLC | 1,585 | $403.9K | 0.00% | +158+11.1% | Added |
| Integrated Advisors Network LLC | 1,595 | $406.5K | 0.02% | +44+2.8% | Added |
| Bragg Financial Advisors, Inc | 1,612 | $410.8K | 0.02% | −168−9.4% | Reduced |
| Dark Forest Capital Management LP | 1,628 | $414.9K | 0.06% | +73+4.7% | Added |
| NorthRock Partners, LLC | 1,631 | $415.8K | 0.01% | +29+1.8% | Added |
| Ci Investments Inc. | 1,646 | $419.0K | 0.00% | +437+36.1% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $420.5K | 0.07% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,662 | $423.5K | 0.21% | +12+0.7% | Added |
| Horizon Investments, LLC | 1,691 | $431.0K | 0.01% | +13+0.8% | Added |
| Greenleaf Trust | 1,702 | $433.8K | 0.00% | +37+2.2% | Added |
| EntryPoint Capital, LLC | 1,702 | $433.8K | 0.18% | +1,702 | New |
| Williams Jones Wealth Management, LLC. | 1,704 | $434.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,708 | $435.3K | 0.03% | +13+0.8% | Added |
| Syon Capital LLC | 1,713 | $436.6K | 0.04% | +306+21.7% | Added |
| HM Payson & Co | 1,716 | $437.3K | 0.01% | −5−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 1,719 | $438.0K | 0.01% | −99−5.4% | Reduced |
| Coldstream Capital Management Inc | 1,721 | $438.6K | 0.01% | −144−7.7% | Reduced |
| Advisor OS, LLC | 1,732 | $441.3K | 0.05% | −1,487−46.2% | Reduced |
| Correct Capital Wealth Management | 1,751 | $446.2K | 0.09% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,779 | $453.4K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,805 | $460.0K | 0.07% | +120+7.1% | Added |
| MUFG Securities Americas Inc. | 1,830 | $466.4K | 0.06% | +1,830 | New |
| Canada Post Corp Registered Pension Plan | 1,845 | $470.2K | 0.03% | +1,845 | New |
| Virtu Financial LLC | 1,854 | $472.0K | 0.03% | −7,666−80.5% | Reduced |
| Independent Advisor Alliance | 1,860 | $474.0K | 0.01% | +685+58.3% | Added |
| Everpar Advisors LLC | 1,865 | $475.3K | 0.24% | −5−0.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,878 | $478.6K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,880 | $479.0K | 0.01% | −950−33.6% | Reduced |
| Trust Co of Virginia | 1,900 | $484.2K | 0.04% | +300+18.8% | Added |
| Deltec Asset Management LLC | 1,900 | $484.2K | 0.10% | +1,900 | New |
| Vise Technologies, Inc. | 1,911 | $487.1K | 0.04% | +902+89.4% | Added |
| Manchester Capital Management LLC | 1,912 | $487.3K | 0.06% | −1−0.1% | Reduced |
| First Manhattan Co | 1,927 | $491.1K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,942 | $491.2K | 0.03% | +133+7.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,933 | $492.6K | 0.02% | −22−1.1% | Reduced |
| Davenport & Co LLC | 1,975 | $503.4K | 0.00% | +63+3.3% | Added |
| Guggenheim Capital LLC | 1,998 | $509.2K | 0.00% | +303+17.9% | Added |
| Congress Wealth Management LLC | 2,000 | $509.7K | 0.01% | +2,000 | New |
| Roundview Capital LLC | 2,002 | $510.2K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,087 | $531.9K | 0.08% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,100 | $535.0K | 0.04% | −14−0.7% | Reduced |
| Andra AP-fonden | 2,142 | $545.9K | 0.01% | +2,142 | New |
| Trust Co of Vermont | 2,170 | $553.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,197 | $560.5K | 0.01% | −1,201−35.3% | Reduced |
| Empowered Funds, LLC | 2,202 | $561.2K | 0.01% | +53+2.5% | Added |
| Brown Brothers Harriman & Co | 2,276 | $580.0K | 0.00% | +430+23.3% | Added |
| Essex Financial Services, Inc. | 2,288 | $583.1K | 0.04% | +26+1.1% | Added |
| Jane Street Group, LLC | 2,315 | $590.0K | 0.00% | −211,234−98.9% | Reduced |
| Tema ETFs LLC | 2,354 | $599.9K | 0.25% | +2,354 | New |
| Panagora Asset Management Inc | 2,362 | $602.0K | 0.00% | +849+56.1% | Added |
| Sagespring Wealth Partners, LLC | 2,364 | $602.6K | 0.02% | +2,364 | New |
| Gibbs Wealth Management | 2,367 | $603.2K | 0.16% | +359+17.9% | Added |
| Silvercrest Asset Management Group LLC | 2,417 | $616.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,556 | $624.6K | 0.03% | −22−0.9% | Reduced |
| Vestcor Inc | 2,462 | $627.0K | 0.02% | −2−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,481 | $632.3K | 0.04% | +10.0% | Added |
| Bowen Hanes & Co Inc | 2,486 | $633.6K | 0.02% | −90−3.5% | Reduced |
| Huntington National Bank | 2,498 | $636.6K | 0.00% | +279+12.6% | Added |
| Doheny Asset Management | 2,500 | $637.0K | 0.48% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,515 | $640.9K | 0.04% | +646+34.6% | Added |
| Atomi Financial Group, Inc. | 2,537 | $646.5K | 0.03% | +115+4.7% | Added |
| MAI Capital Management | 2,548 | $649.4K | 0.00% | +2,548 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,551 | $650.1K | 0.01% | −3,304−56.4% | Reduced |
| Regions Financial Corp | 2,557 | $651.7K | 0.00% | −7−0.3% | Reduced |
| Prudential PLC | 2,570 | $655.0K | 0.00% | 00.0% | Unchanged |
| Athena Investment Management | 2,590 | $660.1K | 0.38% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,643 | $673.6K | 0.01% | +535+25.4% | Added |
| Highland Capital Management, LLC | 2,666 | $679.4K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,696 | $687.1K | 0.01% | −194−6.7% | Reduced |
| Illinois Municipal Retirement Fund | 2,720 | $693.2K | 0.01% | +2,720 | New |
| Impact Capital Partners LLC | 2,730 | $695.7K | 0.25% | +2,730 | New |
| Eagle Ridge Investment Management | 2,753 | $701.6K | 0.06% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,774 | $707.0K | 0.01% | −96−3.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,777 | $707.7K | 0.04% | +1,800+184.2% | Added |
| Apollon Wealth Management, LLC | 2,795 | $712.4K | 0.02% | +553+24.7% | Added |
| Strategy Asset Managers LLC | 2,805 | $714.7K | 0.14% | +5+0.2% | Added |
| PFC Capital Group, Inc. | 2,850 | $726.0K | 0.35% | −130−4.4% | Reduced |
| GAMMA Investing LLC | 2,851 | $726.6K | 0.06% | +167+6.2% | Added |
| Spinnaker Trust | 2,860 | $728.9K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,860 | $729.0K | 0.05% | +1,470+105.8% | Added |
| American National Bank | 2,900 | $739.1K | 0.08% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,900 | $739.1K | 0.51% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 2,900 | $739.1K | 3.01% | +2,900 | New |
| Ossiam | 2,905 | $740.3K | 0.01% | −19−0.6% | Reduced |
| AE Wealth Management LLC | 2,920 | $744.1K | 0.01% | −117−3.9% | Reduced |
| Clearstead Advisors, LLC | 2,930 | $746.7K | 0.01% | +12+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,936 | $748.3K | 0.00% | +563+23.7% | Added |
| Vinva Investment Management Ltd | 2,957 | $754.7K | 0.03% | +2,957 | New |