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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 2,000 | $509.7K | 0.01% | +2,000 | New |
| Guggenheim Capital LLC | 1,998 | $509.2K | 0.00% | +303+17.9% | Added |
| Davenport & Co LLC | 1,975 | $503.4K | 0.00% | +63+3.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,933 | $492.6K | 0.02% | −22−1.1% | Reduced |
| HighPoint Advisor Group LLC | 1,942 | $491.2K | 0.03% | +133+7.4% | Added |
| First Manhattan Co | 1,927 | $491.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,912 | $487.3K | 0.06% | −1−0.1% | Reduced |
| Vise Technologies, Inc. | 1,911 | $487.1K | 0.04% | +902+89.4% | Added |
| 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 |
| Sit Investment Associates Inc | 1,880 | $479.0K | 0.01% | −950−33.6% | Reduced |
| Washington Trust Advisors, Inc. | 1,878 | $478.6K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,865 | $475.3K | 0.24% | −5−0.3% | Reduced |
| Independent Advisor Alliance | 1,860 | $474.0K | 0.01% | +685+58.3% | Added |
| Virtu Financial LLC | 1,854 | $472.0K | 0.03% | −7,666−80.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,845 | $470.2K | 0.03% | +1,845 | New |
| MUFG Securities Americas Inc. | 1,830 | $466.4K | 0.06% | +1,830 | New |
| V-Square Quantitative Management LLC | 1,805 | $460.0K | 0.07% | +120+7.1% | Added |
| Rappaport Reiches Capital Management, LLC | 1,779 | $453.4K | 0.12% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 1,751 | $446.2K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,732 | $441.3K | 0.05% | −1,487−46.2% | Reduced |
| Coldstream Capital Management Inc | 1,721 | $438.6K | 0.01% | −144−7.7% | Reduced |
| Peapack Gladstone Financial Corp | 1,719 | $438.0K | 0.01% | −99−5.4% | Reduced |
| HM Payson & Co | 1,716 | $437.3K | 0.01% | −5−0.3% | Reduced |
| Syon Capital LLC | 1,713 | $436.6K | 0.04% | +306+21.7% | Added |
| Quadrant Capital Group LLC | 1,708 | $435.3K | 0.03% | +13+0.8% | Added |
| Williams Jones Wealth Management, LLC. | 1,704 | $434.3K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 1,702 | $433.8K | 0.00% | +37+2.2% | Added |
| EntryPoint Capital, LLC | 1,702 | $433.8K | 0.18% | +1,702 | New |
| Horizon Investments, LLC | 1,691 | $431.0K | 0.01% | +13+0.8% | Added |
| Heritage Family Offices, LLP | 1,662 | $423.5K | 0.21% | +12+0.7% | Added |
| Ironwood Investment Counsel, LLC | 1,650 | $420.5K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,646 | $419.0K | 0.00% | +437+36.1% | Added |
| NorthRock Partners, LLC | 1,631 | $415.8K | 0.01% | +29+1.8% | Added |
| Dark Forest Capital Management LP | 1,628 | $414.9K | 0.06% | +73+4.7% | Added |
| Bragg Financial Advisors, Inc | 1,612 | $410.8K | 0.02% | −168−9.4% | Reduced |
| Integrated Advisors Network LLC | 1,595 | $406.5K | 0.02% | +44+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,585 | $403.9K | 0.00% | +158+11.1% | Added |
| CAPROCK Group, Inc. | 1,569 | $400.0K | 0.01% | +1,569 | New |
| Inceptionr LLC | 1,540 | $392.5K | 0.09% | +1,540 | New |
| Y-Intercept (Hong Kong) Ltd | 1,515 | $386.1K | 0.03% | −8,932−85.5% | Reduced |
| Riverwater Partners LLC | 1,509 | $384.6K | 0.19% | +244+19.3% | Added |
| WMS Partners, LLC | 1,505 | $383.6K | 0.02% | +1,505 | New |
| Foster Victor Wealth Advisors, LLC | 1,459 | $383.5K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,503 | $383.0K | 0.06% | +206+15.9% | 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 |
| SNS Financial Group, LLC | 1,496 | $381.3K | 0.04% | +1+0.1% | Added |
| Pitcairn Co | 1,474 | $375.6K | 0.02% | +25+1.7% | Added |
| Tiaa Trust, National Association | 1,472 | $375.1K | 0.00% | +18+1.2% | Added |
| Oxford Financial Group Ltd | 1,462 | $372.6K | 0.02% | −21−1.4% | Reduced |
| Chesley Taft & Associates LLC | 1,445 | $368.3K | 0.02% | +1,445 | New |
| Forum Financial Management, LP | 1,441 | $367.2K | 0.01% | +760+111.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,440 | $367.0K | 0.22% | +1,440 | New |
| Venturi Wealth Management, LLC | 1,428 | $363.9K | 0.02% | +70+5.2% | Added |
| Lake Street Advisors Group, LLC | 1,425 | $363.2K | 0.02% | +37+2.7% | Added |
| Sequoia Financial Advisors, LLC | 1,413 | $360.2K | 0.00% | −41−2.8% | Reduced |
| Vontobel Holding Ltd. | 1,399 | $356.5K | 0.00% | 00.0% | Unchanged |
| Wealth Management Nebraska | 1,399 | $356.5K | 0.06% | +1,399 | New |
| Ballentine Partners, LLC | 1,392 | $354.8K | 0.01% | +122+9.6% | Added |
| Strategic Blueprint, LLC | 1,390 | $354.2K | 0.02% | −37−2.6% | Reduced |
| TrueWealth Advisors, LLC | 1,389 | $354.0K | 0.12% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,384 | $352.7K | 0.00% | +1,384 | New |
| WSFS Capital Management, LLC | 1,367 | $348.4K | 0.02% | −37−2.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,355 | $345.3K | 0.02% | +351+35.0% | Added |
| Summit Financial, LLC | 1,345 | $342.8K | 0.01% | +16+1.2% | Added |
| QRG Capital Management, Inc. | 1,344 | $342.6K | 0.00% | +278+26.1% | Added |
| Axxcess Wealth Management, LLC | 1,344 | $342.6K | 0.01% | −13−1.0% | Reduced |
| LifePlan Financial, LLC | 1,344 | $342.5K | 0.30% | −1,017−43.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,340 | $342.0K | 0.04% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,335 | $340.2K | 0.02% | −465−25.8% | Reduced |
| Walleye Capital LLC | 1,322 | $336.9K | 0.00% | −86,784−98.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,318 | $336.0K | 0.02% | +3+0.2% | Added |
| Profund Advisors LLC | 1,315 | $335.1K | 0.01% | −206−13.5% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $331.3K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,316 | $330.5K | 0.03% | −959,046−99.9% | Reduced |
| Nicolet Bankshares Inc | 1,290 | $328.8K | 0.08% | −235−15.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,288 | $328.2K | 0.01% | +1,288 | New |
| Personal Cfo Solutions, LLC | 1,280 | $326.3K | 0.06% | +26+2.1% | Added |
| Cigna Investments Inc | 1,257 | $320.0K | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,253 | $319.3K | 0.01% | −195−13.5% | Reduced |
| Ostrum Asset Management | 1,238 | $315.5K | 0.03% | −52−4.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,234 | $314.5K | 0.01% | +1+0.1% | Added |
| Wendell David Associates Inc | 1,212 | $309.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,208 | $307.9K | 0.01% | −45−3.6% | Reduced |
| Thrive Wealth Management, LLC | 1,186 | $302.3K | 0.05% | −27−2.2% | Reduced |
| Financial Advisory Corp | 1,186 | $302.0K | 0.11% | −305−20.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,309 | $298.0K | 0.05% | +645+17.6% | 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 |
| Cherry Creek Investment Advisors, Inc. | 1,164 | $296.6K | 0.15% | +2+0.2% | Added |
| Union Bancaire Privee, UBP SA | 1,158 | $296.4K | 0.01% | +1,158 | New |
| Teacher Retirement System of Texas | 1,158 | $295.0K | 0.00% | +331+40.0% | Added |
| Wealth Alliance | 1,146 | $292.1K | 0.03% | +18+1.6% | Added |
| Meridian Wealth Management, LLC | 1,124 | $286.4K | 0.01% | +2+0.2% | Added |
| Sabal Trust CO | 1,112 | $283.4K | 0.02% | −9−0.8% | Reduced |
| Burt Wealth Advisors | 1,103 | $281.1K | 0.07% | −205−15.7% | Reduced |
| Park National Corp | 1,100 | $280.3K | 0.01% | 00.0% | Unchanged |
| 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 |