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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 327 | $83.3K | 0.05% | −44−11.9% | Reduced |
| Anchor Investment Management, LLC | 322 | $82.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 305 | $77.7K | 0.05% | −8,592−96.6% | Reduced |
| GWM Advisors LLC | 286 | $72.8K | 0.00% | +28+10.9% | Added |
| Tortoise Investment Management, LLC | 254 | $64.7K | 0.01% | +112+78.9% | Added |
| City State Bank | 250 | $63.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $61.4K | 0.00% | +3+1.3% | Added |
| GeoWealth Management, LLC | 230 | $58.6K | 0.00% | −138−37.5% | Reduced |
| Parkside Financial Bank & Trust | 230 | $58.6K | 0.01% | −4−1.7% | Reduced |
| Key Financial Inc | 227 | $57.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 227 | $57.9K | 0.00% | +11+5.1% | Added |
| Cape Investment Advisory, Inc. | 214 | $54.5K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 210 | $53.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $51.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 194 | $49.4K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 193 | $49.2K | 0.03% | +193 | New |
| Exchange Traded Concepts, LLC | 191 | $48.7K | 0.00% | +27+16.5% | Added |
| Ridgewood Investments LLC | 172 | $43.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 167 | $42.6K | 0.01% | +167 | New |
| SRS Capital Advisors, Inc. | 159 | $40.5K | 0.00% | +9+6.0% | Added |
| Harbour Investments, Inc. | 154 | $39.2K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 154 | $39.2K | 0.00% | +154 | New |
| Evelyn Partners Investment Management LLP | 154 | $39.2K | 0.00% | +154 | New |
| Spire Wealth Management | 151 | $38.5K | 0.00% | +75+98.7% | Added |
| Ancora Advisors, LLC | 150 | $38.2K | 0.00% | −1−0.7% | Reduced |
| MV Capital Management, Inc. | 149 | $38.0K | 0.00% | −5−3.2% | Reduced |
| First Financial Corp | 145 | $37.0K | 0.02% | −64−30.6% | Reduced |
| High Note Wealth, LLC | 137 | $34.9K | 0.01% | +137 | New |
| Central Pacific Bank - Trust Division | 137 | $34.9K | 0.00% | +137 | New |
| Caldwell Trust Co | 126 | $32.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 121 | $30.9K | 0.00% | +101+505.0% | Added |
| Glen Eagle Advisors, LLC | 118 | $30.0K | 0.00% | −25−17.5% | Reduced |
| Capital Advisors, Ltd. LLC | 118 | $30.0K | 0.00% | −6−4.8% | Reduced |
| Addison Advisors LLC | 111 | $28.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 103 | $28.2K | 0.01% | +103 | New |
| Raffa Wealth Management, LLC | 107 | $27.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 97 | $26.4K | 0.00% | +49+102.1% | Added |
| Smithfield Trust Co | 99 | $26.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 101 | $25.7K | 0.01% | +96+1,920.0% | Added |
| Optimum Investment Advisors | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $25.5K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 100 | $25.0K | 0.07% | +100 | New |
| HHM Wealth Advisors, LLC | 90 | $22.9K | 0.00% | +7+8.4% | Added |
| Meeder Asset Management Inc | 89 | $22.7K | 0.00% | +66+287.0% | Added |
| Private Wealth Management Group, LLC | 87 | $22.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $20.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $20.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 82 | $20.0K | 0.01% | +16+24.2% | Added |
| Elequin Capital LP | 77 | $19.6K | 0.00% | +77 | New |
| Covestor Ltd | 69 | $18.0K | 0.01% | −87−55.8% | Reduced |
| Raleigh Capital Management Inc. | 70 | $17.8K | 0.01% | −25−26.3% | Reduced |
| West Paces Advisors Inc. | 70 | $17.8K | 0.00% | −2−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 69 | $17.6K | 0.00% | −366−84.1% | Reduced |
| EnRich Financial Partners LLC | 69 | $17.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 64 | $16.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $16.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 62 | $15.8K | 0.01% | +62 | New |
| Accredited Wealth Management, LLC | 61 | $15.5K | 0.01% | +61 | New |
| Putney Financial Group LLC | 60 | $15.3K | 0.01% | +60 | New |
| GHP Investment Advisors, Inc. | 56 | $14.3K | 0.00% | +56 | New |
| McIlrath & Eck, LLC | 53 | $13.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 52 | $13.3K | 0.00% | +12+30.0% | Added |
| Johnson Financial Group, Inc. | 47 | $12.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $12.7K | 0.01% | +50 | New |
| Harbor Investment Advisory, LLC | 47 | $12.0K | 0.00% | −8−14.5% | Reduced |
| Grove Bank & Trust | 46 | $11.7K | 0.00% | +20+76.9% | Added |
| Mascoma Wealth Management LLC | 45 | $11.5K | 0.00% | −75−62.5% | Reduced |
| Bell Investment Advisors, Inc | 43 | $11.0K | 0.00% | −5−10.4% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $10.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $10.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 41 | $10.4K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $10.0K | 0.00% | +19+86.4% | Added |
| Creative Financial Designs Inc | 39 | $9.94K | 0.00% | +9+30.0% | Added |
| Fortitude Family Office, LLC | 37 | $9.43K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $9.18K | 0.00% | −22−37.9% | Reduced |
| Global Financial Private Client, LLC | 35 | $8.92K | 0.00% | +3+9.4% | Added |
| Stance Capital LLC | 35 | $8.92K | 0.01% | +35 | New |
| Quarry LP | 34 | $8.66K | 0.00% | −784−95.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 34 | $8.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $8.66K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $8.41K | 0.01% | +33 | New |
| Dunhill Financial, LLC | 31 | $7.88K | 0.00% | +6+24.0% | Added |
| Plante Moran Financial Advisors, LLC | 30 | $7.65K | 0.00% | +30 | New |
| Sandy Spring Bank | 29 | $7.40K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $7.14K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 28 | $7.14K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 27 | $6.88K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 25 | $6.42K | 0.00% | +25 | New |
| South State Corp. | 25 | $6.37K | 0.00% | +25 | New |
| ESL Trust Services, LLC | 24 | $6.12K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 24 | $6.12K | 0.00% | +24 | New |
| Sachetta, LLC | 23 | $5.86K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 21 | $5.36K | 0.00% | +21 | New |
| Heritage Wealth Advisors | 20 | $5.10K | 0.00% | +4+25.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $4.84K | 0.01% | +19 | New |
| Abound Wealth Management | 19 | $4.79K | 0.00% | −1−5.0% | Reduced |
| Zions Bancorporation, N.A. | 16 | $4.08K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $4.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $4.08K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $4.08K | 0.00% | 00.0% | Unchanged |