HolderBook

EQUIFAX INC (EFX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

20
Reporting holders
$11.7M
Reported value
0.0%
Calls
0.0%
Puts
-821
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Allen Mooney & Barnes Investment Advisors LLC$3.9M28,6550.58%19qHELD
TOTH FINANCIAL ADVISORY CORP$3.8M27,4650.38%32q-5.0%-$197.8K
Wealth Science Advisors LLC$2.3M16,3960.95%4qHELD
Norman Fields, Gottscho Capital Management, LLC$411.7K3,0000.13%32qHELD
FIRST FINANCIAL BANK - TRUST DIVISION$385.8K2,8110.03%32q-12.1%-$53.0K
GAMMA Investing LLC$379.7K2,7670.01%12q+9.4%+$32.5K
Farther Finance Advisors, LLC$232.2K1,6920.00%16q+18.2%+$35.7K
Acropolis Investment Management, LLC$127.1K9260.01%9q-50.0%-$127.1K
Versant Capital Management, Inc$73.8K5380.01%32q-3.2%-$2.5K
MassMutual Private Wealth & Trust, FSB$49.3K3590.00%23q-3.0%-$1.5K
GK Wealth Management LLC$42.1K3070.02%newNEW
Wealth Enhancement Trust Services, Inc.$13.7K1000.00%4q-60.3%-$20.9K
Grove Bank & Trust$7.0K510.00%9qHELD
Marquette Asset Management, LLC$6.5K470.00%2qHELD
ELEVATION WEALTH PARTNERS, LLC$6.5K470.00%5q+422.2%+$5.2K
Byrne Asset Management LLC$5.6K400.00%newNEW
Mn Services Vermogensbeheer B.V.$4.9K35,4400.04%22qHELD
CoreCap Advisors, LLC$1.6K120.00%8q-83.8%-$8.5K
Retirement Wealth Solutions LLC$54940.00%3q+100.0%
Davis Capital Management$27420.00%5q+100.0%
Planning Strategies Inc.$27420.00%2qHELD
CX Institutional$302210.00%29q+38.1%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-04-24Begor Mark WCEOSold37,791$6.5M ×4
2026-07-24Begor Mark WCEOSold37,791$6.5M ×8
2026-09-03GAMBLE JOHN W JREVP, CFO & COOSold4,500$845.8K
2026-05-01GAMBLE JOHN W JREVP, CFO & COOSold3,500$617.9K
2026-05-07Borton Chad MEVP, Pres Workforce SolutionsSold2,455$426.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202620$11.7M85,2212570.0%
Q2 2026841$20.2B126,683,9311132463250.5%
Q1 2026873$21.8B120,729,5301203022640.2%
Q4 2025900$25.7B117,968,0081202642980.4%
Q3 2025861$31.4B121,929,903823132390.4%
Q2 2025866$31.1B119,308,7331252802410.4%
Q1 2025817$30.1B123,169,824592802430.4%
Q4 2024855$30.4B118,940,464672882450.3%
Q3 2024847$35.2B118,313,0771272732200.5%
Q2 2024770$29.6B121,336,673642702100.6%
Q1 2024773$34.6B128,702,067822322420.5%
Q4 2023745$31.2B125,046,534852082300.9%
Q3 2023681$22.0B119,227,379552032290.9%
Q2 2023692$28.9B122,070,943621992110.5%
Q1 2023667$25.6B125,020,341642001940.8%
Q4 2022643$23.8B121,454,710701951970.9%
Q3 2022632$20.1B116,141,536531962220.8%
Q2 2022636$20.8B112,855,169442331970.7%
Q1 2022699$27.1B112,246,428812472021.9%
Q4 2021699$33.4B112,071,133712331891.8%
Q3 2021657$28.7B112,005,083652031941.2%
Q2 2021634$26.9B111,694,396861841790.5%
Q1 2021589$20.6B113,264,582561871810.4%
Q4 2020596$21.5B111,085,091721741800.5%
Q3 2020558$17.7B112,355,138701681500.6%
Q2 2020531$19.8B114,256,874771501680.8%
Q1 2020506$14.0B116,481,109491511840.7%
Q4 2019525$16.3B115,473,777461641480.9%
Q3 2019510$16.3B114,512,260431531561.1%
Q2 2019514$16.0B117,227,258651411551.2%
Q1 2019493$13.8B115,104,657591531510.9%
Q4 2018475$10.9B115,487,73066100.9%