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 |
|---|---|---|---|---|---|
| Austin Private Wealth, LLC | 1,089 | $277.5K | 0.03% | +18+1.7% | Added |
| GSB Wealth Management, LLC | 1,071 | $273.1K | 0.07% | +2+0.2% | Added |
| Palogic Value Management, L.P. | 1,066 | $271.7K | 0.11% | +12+1.1% | Added |
| Cannon Financial Strategists, Inc. | 1,059 | $269.9K | 0.05% | −1−0.1% | Reduced |
| New England Research & Management, Inc. | 1,050 | $268.0K | 0.14% | +1,050 | New |
| Johnson Investment Counsel Inc | 1,050 | $267.7K | 0.00% | +236+29.0% | Added |
| Novus Advisors, LLC | 1,050 | $267.6K | 0.27% | +1,050 | New |
| Flow Traders U.S. LLC | 1,047 | $267.0K | 0.01% | +1,047 | New |
| LRI Investments, LLC | 1,046 | $266.5K | 0.03% | +53+5.3% | Added |
| Glenview Trust Co | 1,044 | $266.1K | 0.00% | +8+0.8% | Added |
| Private Trust Co NA | 1,043 | $265.8K | 0.03% | +32+3.2% | Added |
| Everett Harris & Co | 1,033 | $263.3K | 0.00% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,025 | $261.2K | 0.31% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,020 | $259.9K | 0.16% | +1,020 | New |
| Oppenheimer & Co Inc | 1,013 | $258.2K | 0.00% | −292−22.4% | Reduced |
| CWM Advisors, LLC | 1,012 | $257.9K | 0.03% | +41+4.2% | Added |
| Snowden Capital Advisors LLC | 1,011 | $257.7K | 0.01% | +96+10.5% | Added |
| Ferguson Wellman Capital Management, Inc | 1,010 | $257.4K | 0.00% | +4+0.4% | 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 |
| AXA S.A. | 998 | $254.3K | 0.00% | +91+10.0% | Added |
| Stephens Inc | 993 | $253.1K | 0.00% | −10−1.0% | Reduced |
| Salem Investment Counselors Inc | 986 | $251.3K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 985 | $251.0K | 0.01% | −1,169−54.3% | Reduced |
| Modera Wealth Management, LLC | 984 | $250.8K | 0.00% | +20+2.1% | Added |
| Wetherby Asset Management Inc | 984 | $250.8K | 0.01% | −62−5.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 964 | $245.7K | 0.06% | +160+19.9% | Added |
| MPS Loria Financial Planners, LLC | 944 | $240.6K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 938 | $239.0K | 0.02% | +7+0.8% | Added |
| Acropolis Investment Management, LLC | 929 | $236.8K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 922 | $235.0K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 946 | $234.7K | 0.01% | −528−35.8% | Reduced |
| EP Wealth Advisors, LLC | 916 | $233.5K | 0.00% | +916 | New |
| Hennion & Walsh Asset Management, Inc. | 907 | $231.1K | 0.01% | −891−49.6% | Reduced |
| Ellevest, Inc. | 905 | $230.6K | 0.01% | −25−2.7% | Reduced |
| Norden Group LLC | 889 | $226.6K | 0.03% | +109+14.0% | Added |
| Teza Capital Management LLC | 880 | $224.3K | 0.03% | −310−26.1% | Reduced |
| Howard Capital Management Inc. | 879 | $224.0K | 0.00% | +45+5.4% | Added |
| Penserra Capital Management LLC | 887 | $224.0K | 0.00% | +300+51.1% | Added |
| American Trust | 874 | $222.7K | 0.02% | −51−5.5% | Reduced |
| Malaga Cove Capital, LLC | 866 | $220.7K | 0.09% | +866 | New |
| Trust Co of the South | 859 | $218.9K | 0.04% | −104−10.8% | Reduced |
| Apeiron RIA LLC | 850 | $216.6K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 848 | $216.1K | 0.09% | +81+10.6% | Added |
| Lakeshore Financial Planning, Inc. | 847 | $215.9K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 846 | $215.6K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 833 | $212.3K | 0.02% | +78+10.3% | Added |
| National Asset Management, Inc. | 832 | $212.0K | 0.01% | +16+2.0% | Added |
| Fedenia Advisers LLC | 829 | $211.3K | 0.12% | +829 | New |
| Argentarii, LLC | 828 | $211.1K | 0.11% | +828 | New |
| Venture Visionary Partners LLC | 827 | $210.8K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 823 | $209.7K | 0.01% | −25−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 817 | $208.2K | 0.01% | +43+5.6% | Added |
| Grange Capital, LLC | 814 | $207.4K | 0.22% | +814 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 810 | $206.4K | 0.05% | −60−6.9% | Reduced |
| Citizens Financial Group Inc | 810 | $206.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 804 | $204.9K | 0.01% | +184+29.7% | Added |
| Diversified Trust Co | 801 | $204.1K | 0.00% | +14+1.8% | Added |
| Seed Wealth Management, Inc. | 800 | $203.9K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 799 | $203.6K | 0.01% | +46+6.1% | Added |
| Principal Securities, Inc. | 797 | $203.1K | 0.00% | +67+9.2% | Added |
| Westpac Banking Corp | 791 | $201.6K | 0.01% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 791 | $201.6K | 0.11% | 00.0% | Unchanged |
| DRW Securities, LLC | 785 | $200.1K | 0.01% | −231−22.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 785 | $200.1K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 754 | $192.2K | 0.00% | −2−0.3% | Reduced |
| Farther Finance Advisors, LLC | 752 | $191.7K | 0.01% | +33+4.6% | Added |
| Atlantic Trust, LLC | 726 | $185.0K | 0.04% | +726 | New |
| Simplex Trading, LLC | 725 | $184.0K | 0.01% | +725 | New |
| Bayforest Capital Ltd | 704 | $179.4K | 0.22% | +704 | New |
| Rothschild Investment LLC | 685 | $174.6K | 0.01% | −16−2.3% | Reduced |
| Whittier Trust Co | 683 | $174.1K | 0.00% | −10−1.4% | Reduced |
| First Horizon Advisors, Inc. | 674 | $171.8K | 0.00% | +627+1,334.0% | Added |
| Delta Asset Management LLC | 663 | $169.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 643 | $164.1K | 0.02% | +115+21.8% | Added |
| Mather Group, LLC. | 638 | $162.6K | 0.00% | +4+0.6% | Added |
| Skopos Labs, Inc. | 589 | $149.9K | 0.04% | +13+2.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 586 | $149.5K | 0.06% | +46+8.5% | Added |
| Parallel Advisors, LLC | 585 | $149.1K | 0.00% | +7+1.2% | Added |
| VSM Wealth Advisory, LLC | 550 | $140.2K | 0.05% | +550 | New |
| IFP Advisors, Inc | 514 | $131.1K | 0.00% | +26+5.3% | Added |
| Massmutual Trust Co FSB | 505 | $128.7K | 0.00% | −24−4.5% | Reduced |
| Eagle Bay Advisors LLC | 478 | $121.8K | 0.08% | −64−11.8% | Reduced |
| Lindbrook Capital, LLC | 478 | $121.8K | 0.01% | −99−17.2% | Reduced |
| Pflug Koory, LLC | 430 | $109.6K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 418 | $106.5K | 0.00% | −7−1.6% | Reduced |
| Peoples Bank | 415 | $105.8K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 411 | $104.7K | 0.00% | −21−4.9% | Reduced |
| Arlington Trust Co LLC | 410 | $104.5K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 403 | $102.7K | 0.03% | −1−0.2% | Reduced |
| Hanson & Doremus Investment Management | 397 | $101.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $95.8K | 0.02% | +93+32.9% | Added |
| CVA Family Office, LLC | 371 | $94.5K | 0.01% | +16+4.5% | Added |
| Catalyst Capital Advisors LLC | 363 | $92.5K | 0.00% | +363 | New |
| DT Investment Partners, LLC | 355 | $90.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $85.9K | 0.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 288 | $84.6K | 0.00% | 00.0% | Unchanged |