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, Q1 2025
Institutional positions in Equifax Inc as of Mar 31, 2025. 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
- 812
- −24 vs. Q4 2024
- Shares held
- 123.2M
- +5.03M (+4.3%) vs. Q4 2024
- Total value
- $30.0B
- −$108.1M (−0.4%) vs. Q4 2024
- New holders
- 70
- 302 more added
- Sold out
- 94
- 265 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Place Capital Corp | 64 | $15.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 68 | $16.6K | 0.00% | +61+871.4% | Added |
| eCIO, Inc. | 69 | $16.8K | 0.01% | +69 | New |
| West Paces Advisors Inc. | 70 | $17.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $18.0K | 0.01% | +11+17.5% | Added |
| Rise Advisors, LLC | 79 | $19.1K | 0.01% | −1−1.3% | Reduced |
| Dunhill Financial, LLC | 81 | $19.8K | 0.01% | +50+161.3% | Added |
| Farmers & Merchants Investments Inc | 82 | $20.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $20.2K | 0.00% | −7−7.8% | Reduced |
| Private Wealth Management Group, LLC | 87 | $21.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 94 | $22.0K | 0.00% | +12+14.6% | Added |
| Smithfield Trust Co | 99 | $23.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $24.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 103 | $25.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $26.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 110 | $26.8K | 0.00% | −49−30.8% | Reduced |
| Addison Advisors LLC | 111 | $27.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 113 | $27.5K | 0.00% | +113 | New |
| Glen Eagle Advisors, LLC | 118 | $28.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 118 | $29.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 126 | $30.7K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 129 | $31.4K | 0.00% | −25−16.2% | Reduced |
| Zions Bancorporation, National Association | 131 | $31.9K | 0.00% | +131 | New |
| Spire Wealth Management | 132 | $32.1K | 0.00% | −19−12.6% | Reduced |
| High Note Wealth, LLC | 137 | $33.4K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 139 | $33.9K | 0.00% | +139 | New |
| Ronald Blue Trust, Inc. | 146 | $35.6K | 0.00% | +77+111.6% | Added |
| Ancora Advisors, LLC | 150 | $36.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 150 | $36.5K | 0.00% | +1+0.7% | Added |
| Evelyn Partners Investment Management LLP | 154 | $37.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 156 | $38.0K | 0.00% | +156 | New |
| Binnacle Investments Inc | 170 | $41.4K | 0.03% | +170 | New |
| Harbour Investments, Inc. | 170 | $41.4K | 0.00% | +16+10.4% | Added |
| Ridgewood Investments LLC | 172 | $41.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $43.8K | 0.01% | +80+80.0% | Added |
| Atala Financial Inc | 193 | $47.0K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $48.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 200 | $48.7K | 0.01% | +6+3.1% | Added |
| Osterweis Capital Management Inc | 210 | $51.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 212 | $51.6K | 0.00% | −15−6.6% | Reduced |
| Cape Investment Advisory, Inc. | 214 | $52.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $55.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 241 | $58.7K | 0.01% | +11+4.8% | Added |
| City State Bank | 250 | $60.9K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 278 | $62.7K | 0.00% | +278 | New |
| Exchange Traded Concepts, LLC | 272 | $66.2K | 0.00% | +81+42.4% | Added |
| GWM Advisors LLC | 286 | $69.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 288 | $73.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 319 | $78.0K | 0.05% | +250+362.3% | Added |
| Anchor Investment Management, LLC | 322 | $78.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 335 | $81.6K | 0.05% | +8+2.4% | Added |
| Piscataqua Savings Bank | 337 | $82.1K | 0.07% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 339 | $82.6K | 0.06% | +339 | New |
| Geneos Wealth Management Inc. | 343 | $83.5K | 0.00% | +102+42.3% | Added |
| DT Investment Partners, LLC | 355 | $86.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 420 | $88.0K | 0.06% | +420 | New |
| Hanson & Doremus Investment Management | 373 | $91.0K | 0.01% | −24−6.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 379 | $92.3K | 0.05% | +74+24.3% | Added |
| CVA Family Office, LLC | 392 | $95.5K | 0.01% | +21+5.7% | Added |
| Versant Capital Management, Inc | 394 | $96.0K | 0.02% | +18+4.8% | Added |
| NVWM, LLC | 406 | $98.9K | 0.03% | +3+0.7% | Added |
| Arlington Trust Co LLC | 410 | $99.9K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 415 | $101.1K | 0.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 418 | $101.8K | 0.03% | +418 | New |
| Pflug Koory, LLC | 430 | $104.7K | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 432 | $105.2K | 0.00% | −4,922−91.9% | Reduced |
| Walleye Capital LLC | 506 | $123.2K | 0.00% | −816−61.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 527 | $128.6K | 0.05% | −59−10.1% | Reduced |
| Farther Finance Advisors, LLC | 530 | $129.4K | 0.00% | −222−29.5% | Reduced |
| IFP Advisors, Inc | 538 | $131.1K | 0.00% | +24+4.7% | Added |
| VSM Wealth Advisory, LLC | 550 | $134.0K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 583 | $142.0K | 0.00% | +78+15.4% | Added |
| Penserra Capital Management LLC | 598 | $145.0K | 0.00% | −289−32.6% | Reduced |
| Lindbrook Capital, LLC | 601 | $146.4K | 0.01% | +123+25.7% | Added |
| Parallel Advisors, LLC | 605 | $147.3K | 0.00% | +20+3.4% | Added |
| Mather Group, LLC. | 608 | $148.1K | 0.00% | −30−4.7% | Reduced |
| Skopos Labs, Inc. | 616 | $150.0K | 0.03% | +27+4.6% | Added |
| Smartleaf Asset Management LLC | 662 | $159.1K | 0.02% | +19+3.0% | Added |
| Delta Asset Management LLC | 663 | $161.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 668 | $162.7K | 0.00% | −15−2.2% | Reduced |
| Rothschild Investment LLC | 677 | $164.9K | 0.01% | −8−1.2% | Reduced |
| LRI Investments, LLC | 736 | $179.4K | 0.02% | −310−29.6% | Reduced |
| First Horizon Advisors, Inc. | 738 | $179.8K | 0.01% | +64+9.5% | Added |
| Whittier Trust Co of Nevada Inc | 754 | $183.6K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 823 | $200.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 797 | $203.1K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 837 | $203.9K | 0.00% | +837 | New |
| Ellevest, Inc. | 846 | $206.1K | 0.01% | −59−6.5% | Reduced |
| Lakeshore Financial Planning, Inc. | 847 | $206.3K | 0.09% | 00.0% | Unchanged |
| Apeiron RIA LLC | 850 | $207.0K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 851 | $207.3K | 0.02% | −192−18.4% | Reduced |
| Trust Co of the South | 854 | $208.0K | 0.04% | −5−0.6% | Reduced |
| Venture Visionary Partners LLC | 856 | $208.5K | 0.01% | +29+3.5% | Added |
| Clarius Group, LLC | 857 | $208.7K | 0.01% | +11+1.3% | Added |
| Resources Investment Advisors, LLC. | 857 | $208.7K | 0.00% | +857 | New |
| Atlantic Trust, LLC | 857 | $208.8K | 0.05% | +131+18.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 858 | $209.0K | 0.01% | −49−5.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $213.4K | 0.01% | −1,900−68.4% | Reduced |
| Rossby Financial, LCC | 838 | $214.9K | 0.09% | +838 | New |
| National Asset Management, Inc. | 890 | $216.8K | 0.01% | +58+7.0% | Added |