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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 4,499 | $1.15M | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,366 | $1.11M | 0.01% | +1,601+57.9% | Added |
| Aviso Financial Inc. | 4,359 | $1.11M | 0.06% | +1,091+33.4% | Added |
| 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 |
| Monticello Wealth Management, LLC | 4,273 | $1.09M | 0.09% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,267 | $1.09M | 0.04% | +401+10.4% | Added |
| Cullinan Associates Inc | 4,250 | $1.08M | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,212 | $1.07M | 0.02% | −1,306−23.7% | Reduced |
| Donaldson Capital Management, LLC | 4,214 | $1.07M | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,201 | $1.07M | 0.01% | +241+6.1% | Added |
| Empirical Finance, LLC | 4,163 | $1.06M | 0.06% | −42−1.0% | Reduced |
| AXS Investments LLC | 4,100 | $1.04M | 0.29% | −151−3.6% | Reduced |
| Nomura Holdings Inc | 4,083 | $1.04M | 0.01% | +4,083 | New |
| Accretive Wealth Partners, LLC | 4,079 | $1.04M | 0.44% | +20+0.5% | Added |
| Integrated Wealth Concepts LLC | 4,059 | $1.03M | 0.01% | −239−5.6% | Reduced |
| Nwam LLC | 4,044 | $1.03M | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,014 | $1.02M | 0.01% | +2,900+260.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,935 | $1.00M | 0.02% | +13+0.3% | Added |
| Novak & Powell Financial Services, Inc. | 3,927 | $1.00M | 0.60% | +5+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $990.3K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,817 | $972.8K | 0.06% | +64+1.7% | Added |
| Park Avenue Securities LLC | 3,814 | $972.0K | 0.01% | −162−4.1% | Reduced |
| Allstate Corp | 3,676 | $936.8K | 0.03% | +3,676 | New |
| Brighton Jones LLC | 3,638 | $927.2K | 0.03% | +1,200+49.2% | Added |
| SG Americas Securities, LLC | 3,627 | $924.0K | 0.00% | −2,853−44.0% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $917.5K | 0.06% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $917.0K | 0.30% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 3,575 | $911.1K | 0.06% | −468−11.6% | Reduced |
| LVW Advisors, LLC | 3,564 | $908.3K | 0.11% | −80−2.2% | Reduced |
| Community Bank, N.A. | 3,550 | $904.7K | 0.12% | −200−5.3% | Reduced |
| Fiduciary Group LLC | 3,496 | $891.0K | 0.09% | −35−1.0% | Reduced |
| Wesbanco Bank Inc | 3,416 | $870.6K | 0.03% | 00.0% | Unchanged |
| Moore Capital Management, LP | 3,413 | $869.8K | 0.02% | −13,495−79.8% | Reduced |
| Northern Oak Wealth Management Inc | 3,355 | $855.0K | 0.11% | −64−1.9% | Reduced |
| Capital Investment Advisors, LLC | 3,351 | $854.0K | 0.02% | +75+2.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $846.6K | 0.12% | −3,322−50.0% | Reduced |
| Bleakley Financial Group, LLC | 3,281 | $836.1K | 0.03% | +709+27.6% | Added |
| Triangle Securities Wealth Management | 3,203 | $816.3K | 0.21% | −50−1.5% | Reduced |
| CWM, LLC | 3,180 | $810.0K | 0.00% | +1,660+109.2% | Added |
| iA Global Asset Management Inc. | 3,147 | $802.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,116 | $794.1K | 0.00% | −35−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,112 | $793.1K | 0.37% | +176+6.0% | Added |
| Landscape Capital Management, L.L.C. | 3,035 | $773.5K | 0.08% | −1,936−38.9% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $773.3K | 0.38% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,026 | $771.1K | 0.00% | +1,412+87.5% | Added |
| Keybank National Association | 3,007 | $766.3K | 0.00% | +615+25.7% | Added |
| Bamco Inc | 3,000 | $764.5K | 0.00% | +100+3.4% | Added |
| Allworth Financial LP | 2,807 | $763.2K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,993 | $762.8K | 0.01% | +2,801+1,458.9% | Added |
| Vinva Investment Management Ltd | 2,957 | $754.7K | 0.03% | +2,957 | New |
| Northwestern Mutual Wealth Management Co | 2,936 | $748.3K | 0.00% | +563+23.7% | Added |
| Clearstead Advisors, LLC | 2,930 | $746.7K | 0.01% | +12+0.4% | Added |
| AE Wealth Management LLC | 2,920 | $744.1K | 0.01% | −117−3.9% | Reduced |
| Ossiam | 2,905 | $740.3K | 0.01% | −19−0.6% | Reduced |
| 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 |
| Everence Capital Management Inc | 2,860 | $729.0K | 0.05% | +1,470+105.8% | Added |
| Spinnaker Trust | 2,860 | $728.9K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,851 | $726.6K | 0.06% | +167+6.2% | Added |
| PFC Capital Group, Inc. | 2,850 | $726.0K | 0.35% | −130−4.4% | Reduced |
| Strategy Asset Managers LLC | 2,805 | $714.7K | 0.14% | +5+0.2% | Added |
| Apollon Wealth Management, LLC | 2,795 | $712.4K | 0.02% | +553+24.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,777 | $707.7K | 0.04% | +1,800+184.2% | Added |
| Financial Counselors Inc | 2,774 | $707.0K | 0.01% | −96−3.3% | Reduced |
| Eagle Ridge Investment Management | 2,753 | $701.6K | 0.06% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 2,730 | $695.7K | 0.25% | +2,730 | New |
| Illinois Municipal Retirement Fund | 2,720 | $693.2K | 0.01% | +2,720 | New |
| Advisors Capital Management, LLC | 2,696 | $687.1K | 0.01% | −194−6.7% | Reduced |
| Highland Capital Management, LLC | 2,666 | $679.4K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,643 | $673.6K | 0.01% | +535+25.4% | Added |
| Athena Investment Management | 2,590 | $660.1K | 0.38% | 00.0% | Unchanged |
| Prudential PLC | 2,570 | $655.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 2,557 | $651.7K | 0.00% | −7−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,551 | $650.1K | 0.01% | −3,304−56.4% | Reduced |
| MAI Capital Management | 2,548 | $649.4K | 0.00% | +2,548 | New |
| Atomi Financial Group, Inc. | 2,537 | $646.5K | 0.03% | +115+4.7% | Added |
| EverSource Wealth Advisors, LLC | 2,515 | $640.9K | 0.04% | +646+34.6% | Added |
| Doheny Asset Management | 2,500 | $637.0K | 0.48% | 00.0% | Unchanged |
| Huntington National Bank | 2,498 | $636.6K | 0.00% | +279+12.6% | Added |
| Bowen Hanes & Co Inc | 2,486 | $633.6K | 0.02% | −90−3.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,481 | $632.3K | 0.04% | +10.0% | Added |
| Vestcor Inc | 2,462 | $627.0K | 0.02% | −2−0.1% | Reduced |
| Wedmont Private Capital | 2,556 | $624.6K | 0.03% | −22−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 2,417 | $616.0K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,367 | $603.2K | 0.16% | +359+17.9% | Added |
| Sagespring Wealth Partners, LLC | 2,364 | $602.6K | 0.02% | +2,364 | New |
| Panagora Asset Management Inc | 2,362 | $602.0K | 0.00% | +849+56.1% | Added |
| Tema ETFs LLC | 2,354 | $599.9K | 0.25% | +2,354 | New |
| Jane Street Group, LLC | 2,315 | $590.0K | 0.00% | −211,234−98.9% | Reduced |
| Essex Financial Services, Inc. | 2,288 | $583.1K | 0.04% | +26+1.1% | Added |
| Brown Brothers Harriman & Co | 2,276 | $580.0K | 0.00% | +430+23.3% | Added |
| Empowered Funds, LLC | 2,202 | $561.2K | 0.01% | +53+2.5% | Added |
| RSM US Wealth Management LLC | 2,197 | $560.5K | 0.01% | −1,201−35.3% | Reduced |
| Trust Co of Vermont | 2,170 | $553.0K | 0.03% | 00.0% | Unchanged |
| Andra AP-fonden | 2,142 | $545.9K | 0.01% | +2,142 | New |
| Janney Capital Management LLC | 2,100 | $535.0K | 0.04% | −14−0.7% | Reduced |
| NWF Advisory Services Inc. | 2,087 | $531.9K | 0.08% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,002 | $510.2K | 0.04% | 00.0% | Unchanged |