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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 2,993 | $762.8K | 0.01% | +2,801+1,458.9% | Added |
| Allworth Financial LP | 2,807 | $763.2K | 0.00% | 00.0% | Unchanged |
| Bamco Inc | 3,000 | $764.5K | 0.00% | +100+3.4% | Added |
| Keybank National Association | 3,007 | $766.3K | 0.00% | +615+25.7% | Added |
| Jones Financial Companies LLLP | 3,026 | $771.1K | 0.00% | +1,412+87.5% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $773.3K | 0.38% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,035 | $773.5K | 0.08% | −1,936−38.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,112 | $793.1K | 0.37% | +176+6.0% | Added |
| Fifth Third Bancorp | 3,116 | $794.1K | 0.00% | −35−1.1% | Reduced |
| iA Global Asset Management Inc. | 3,147 | $802.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,180 | $810.0K | 0.00% | +1,660+109.2% | Added |
| Triangle Securities Wealth Management | 3,203 | $816.3K | 0.21% | −50−1.5% | Reduced |
| Bleakley Financial Group, LLC | 3,281 | $836.1K | 0.03% | +709+27.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $846.6K | 0.12% | −3,322−50.0% | Reduced |
| Capital Investment Advisors, LLC | 3,351 | $854.0K | 0.02% | +75+2.3% | Added |
| Northern Oak Wealth Management Inc | 3,355 | $855.0K | 0.11% | −64−1.9% | Reduced |
| Moore Capital Management, LP | 3,413 | $869.8K | 0.02% | −13,495−79.8% | Reduced |
| Wesbanco Bank Inc | 3,416 | $870.6K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,496 | $891.0K | 0.09% | −35−1.0% | Reduced |
| Community Bank, N.A. | 3,550 | $904.7K | 0.12% | −200−5.3% | Reduced |
| LVW Advisors, LLC | 3,564 | $908.3K | 0.11% | −80−2.2% | Reduced |
| Ninety One North America, Inc. | 3,575 | $911.1K | 0.06% | −468−11.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $917.0K | 0.30% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $917.5K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,627 | $924.0K | 0.00% | −2,853−44.0% | Reduced |
| Brighton Jones LLC | 3,638 | $927.2K | 0.03% | +1,200+49.2% | Added |
| Allstate Corp | 3,676 | $936.8K | 0.03% | +3,676 | New |
| Park Avenue Securities LLC | 3,814 | $972.0K | 0.01% | −162−4.1% | Reduced |
| Meeder Advisory Services, Inc. | 3,817 | $972.8K | 0.06% | +64+1.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $990.3K | 0.03% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 3,927 | $1.00M | 0.60% | +5+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,935 | $1.00M | 0.02% | +13+0.3% | Added |
| D.A. Davidson & Co. | 4,014 | $1.02M | 0.01% | +2,900+260.3% | Added |
| Nwam LLC | 4,044 | $1.03M | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,059 | $1.03M | 0.01% | −239−5.6% | Reduced |
| Accretive Wealth Partners, LLC | 4,079 | $1.04M | 0.44% | +20+0.5% | Added |
| Nomura Holdings Inc | 4,083 | $1.04M | 0.01% | +4,083 | New |
| AXS Investments LLC | 4,100 | $1.04M | 0.29% | −151−3.6% | Reduced |
| Empirical Finance, LLC | 4,163 | $1.06M | 0.06% | −42−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 4,201 | $1.07M | 0.01% | +241+6.1% | Added |
| Donaldson Capital Management, LLC | 4,214 | $1.07M | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,212 | $1.07M | 0.02% | −1,306−23.7% | Reduced |
| Cullinan Associates Inc | 4,250 | $1.08M | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,267 | $1.09M | 0.04% | +401+10.4% | Added |
| Monticello Wealth Management, LLC | 4,273 | $1.09M | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,308 | $1.10M | 0.05% | −142−3.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,309 | $1.10M | 0.01% | +2,916+209.3% | Added |
| Aviso Financial Inc. | 4,359 | $1.11M | 0.06% | +1,091+33.4% | Added |
| Lido Advisors, LLC | 4,366 | $1.11M | 0.01% | +1,601+57.9% | Added |
| Avantax Advisory Services, Inc. | 4,499 | $1.15M | 0.01% | 00.0% | Unchanged |
| Power Wealth Management LLC | 4,597 | $1.17M | 0.49% | −2,274−33.1% | Reduced |
| Dynasty Wealth Management, LLC | 4,623 | $1.18M | 0.02% | −6−0.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,704 | $1.20M | 0.23% | −4,870−50.9% | Reduced |
| Colony Group, LLC | 4,757 | $1.21M | 0.00% | +1,310+38.0% | Added |
| Belpointe Asset Management LLC | 3,959 | $1.22M | 0.07% | +124+3.2% | Added |
| Fortis Capital Advisors, LLC | 3,959 | $1.22M | 0.42% | +124+3.2% | Added |
| Vident Advisory, LLC | 4,780 | $1.22M | 0.02% | +2,604+119.7% | Added |
| CX Institutional | 4,784 | $1.22M | 0.05% | +80+1.7% | Added |
| Brinker Capital Investments, LLC | 4,997 | $1.27M | 0.01% | −696−12.2% | Reduced |
| Orion Portfolio Solutions, LLC | 4,997 | $1.27M | 0.01% | −696−12.2% | Reduced |
| First Financial Bank - Trust Division | 5,008 | $1.28M | 0.12% | +10+0.2% | Added |
| Synovus Financial Corp | 5,011 | $1.28M | 0.02% | −1,173−19.0% | Reduced |
| Verition Fund Management LLC | 5,039 | $1.28M | 0.01% | +4,090+431.0% | Added |
| Ethic Inc. | 5,121 | $1.31M | 0.03% | −8,578−62.6% | Reduced |
| Omers Administration Corp | 5,141 | $1.31M | 0.01% | +877+20.6% | Added |
| Mercer Global Advisors Inc | 5,167 | $1.32M | 0.00% | +29+0.6% | Added |
| Univest Financial Corp | 5,250 | $1.34M | 0.08% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,354 | $1.36M | 0.03% | +5,354 | New |
| Wellington Shields Capital Management, LLC | 5,438 | $1.39M | 0.25% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,622 | $1.39M | 0.00% | −88,219−94.0% | Reduced |
| E. Ohman J:or Asset Management AB | 5,550 | $1.41M | 0.03% | +650+13.3% | Added |
| Droms Strauss Advisors Inc | 5,628 | $1.43M | 0.47% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,635 | $1.44M | 0.04% | +220+4.1% | Added |
| Intech Investment Management LLC | 5,673 | $1.45M | 0.01% | −1,188−17.3% | Reduced |
| Premier Path Wealth Partners, LLC | 5,716 | $1.46M | 0.22% | +652+12.9% | Added |
| B&L Asset Management LLC | 5,800 | $1.48M | 0.94% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 5,816 | $1.48M | 0.60% | −150−2.5% | Reduced |
| Wealthfront Advisers LLC | 5,857 | $1.49M | 0.00% | +679+13.1% | Added |
| Linscomb & Williams, Inc. | 5,876 | $1.50M | 0.07% | +483+9.0% | Added |
| Norinchukin Bank, The | 5,876 | $1.50M | 0.03% | +633+12.1% | Added |
| New Mexico Educational Retirement Board | 5,905 | $1.50M | 0.05% | −100−1.7% | Reduced |
| Bryce Point Capital, LLC | 5,929 | $1.51M | 0.44% | +5,929 | New |
| Fiduciary Trust Co | 5,945 | $1.52M | 0.02% | −10.0% | Reduced |
| Kestra Advisory Services, LLC | 5,956 | $1.52M | 0.01% | −483−7.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,983 | $1.52M | 0.01% | −4,542−43.2% | Reduced |
| Ycg, LLC | 6,000 | $1.53M | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,105 | $1.53M | 0.00% | −292−4.6% | Reduced |
| 1832 Asset Management L.P. | 6,024 | $1.54M | 0.00% | −319,535−98.1% | Reduced |
| Raiffeisen Bank International AG | 6,056 | $1.55M | 0.02% | +6,056 | New |
| Ashford Capital Management Inc | 6,090 | $1.55M | 0.18% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,040 | $1.56M | 0.00% | −57−0.9% | Reduced |
| Builder Investment Group Inc | 6,153 | $1.57M | 0.43% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,155 | $1.57M | 0.13% | −4−0.1% | Reduced |
| Sterling Capital Management LLC | 6,218 | $1.58M | 0.02% | +2,025+48.3% | Added |
| Allianz SE | 6,249 | $1.59M | 0.04% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 6,269 | $1.60M | 0.02% | +6,269 | New |
| Twin Tree Management, LP | 6,472 | $1.65M | 0.04% | −1,780−21.6% | Reduced |
| Versor Investments LP | 6,505 | $1.66M | 0.29% | +5,607+624.4% | Added |
| Exchange Capital Management, Inc. | 6,515 | $1.66M | 0.26% | +212+3.4% | Added |
| Wellington Shields & Co., LLC | 6,529 | $1.66M | 0.51% | −200−3.0% | Reduced |