Equifax Inc.
US ˙ NYSE ˙ US2944291051

SecurityEFX / Equifax Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership12,820 shares
Latest Disclosed Value $ 2,309,192
Advisor Group Holdings, Inc. reports 30.36% increase in ownership of EFX / Equifax Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 12,820 shares of Equifax Inc. (US:EFX) valued at $2,308,497 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,834 shares of Equifax Inc.. This represents a change in shares of 30.36% during the quarter. The current value of the position is $2,181,451 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EQUIFAX COM 294429105 12,820 2,986 30.36 2,309 8.20 0.0020
2026-02-17 2025-12-31 13F EQUIFAX COM 294429105 9,834 -2,849 -22.46 2,135 -33.29 0.0031
2025-11-14 2025-09-30 13F EQUIFAX COM 294429105 12,683 4,054 46.98 3,200 43.39 0.0045
2025-09-04 2025-06-30 13F/A-1 QUIFAX COM 294429105 8,629 1,032 13.58 2,232 20.59 0.0040
2025-08-13 2025-06-30 13F QUIFAX COM 294429105 5,464 -2,133 1,395 0.0016
2025-05-12 2025-03-31 13F EQUIFAX COM 294429105 7,597 -8,394 -52.49 1,851 -7.36 0.0041
2025-06-06 2024-12-31 13F/A-1 EQUIFAX COM 294429105 15,991 10,037 168.58 1,997 14.18 0.0045
2025-02-07 2024-12-31 13F EQUIFAX COM 294429105 14,145 8,191 1,583 0.0040
2024-11-13 2024-09-30 13F EQUIFAX COM 294429105 5,954 -3,218 -35.09 1,750 -21.32 0.0039
2024-08-13 2024-06-30 13F EQUIFAX COM 294429105 9,172 2,625 40.09 2,224 26.96 0.0053
2024-05-10 2024-03-31 13F EQUIFAX COM 294429105 6,547 -20,134 -75.46 1,751 -73.48 0.0039
2024-02-12 2023-12-31 13F EQUIFAX COM 294429105 26,681 -13,364 -33.37 6,603 -10.03 0.0116
2023-11-13 2023-09-30 13F EQUIFAX COM 294429105 40,045 11,789 41.72 7,339 10.43 0.0108
2023-08-21 2023-06-30 13F/A-1 EQUIFAX COM 294429105 28,256 -315 -1.10 6,647 14.72 0.0119
2023-08-10 2023-06-30 13F EQUIFAX COM 294429105 29,428 857 6,646 0.0018
2023-05-12 2023-03-31 13F EQUIFAX COM 294429105 28,571 -2,281 -7.39 5,793 -3.45 0.0109
2023-02-10 2022-12-31 13F EQUIFAX COM 294429105 30,852 -6,810 -18.08 6,000 -7.14 0.0122
2022-11-14 2022-09-30 13F EQUIFAX COM 294429105 37,662 -1,207 -3.11 6,461 -9.15 0.0148
2022-08-10 2022-06-30 13F EQUIFAX COM 294429105 38,869 3,169 8.88 7,112 -14.71 0.0157
2022-05-04 2022-03-31 13F EQUIFAX COM 294429105 35,700 10,041 39.13 8,339 11.17 0.0162
2022-02-03 2021-12-31 13F EQUIFAX COM 294429105 25,659 2,845 12.47 7,501 29.60 0.0142
2021-11-05 2021-09-30 13F EQUIFAX COM 294429105 22,814 6,485 39.71 5,788 47.92 0.0121
2021-08-02 2021-06-30 13F EQUIFAX COM 294429105 16,329 1,271 8.44 3,913 43.33 0.0085
2021-05-13 2021-03-31 13F EQUIFAX COM 294429105 15,058 1,071 7.66 2,730 1.15 0.0066
2021-02-10 2020-12-31 13F EQUIFAX COM 294429105 13,987 2,365 20.35 2,699 47.57 0.0072
2020-11-12 2020-09-30 13F EQUIFAX COM 294429105 11,622 4,034 53.16 1,829 40.05 0.0055
2020-08-14 2020-06-30 13F EQUIFAX COM 294429105 7,588 1,818 31.51 1,306 89.83 0.0044
2020-05-18 2020-03-31 13F EQUIFAX COM 294429105 5,770 5,770 688 0.0028
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.