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 |
|---|---|---|---|---|---|
| Optimize Financial Inc | 898 | $218.7K | 0.08% | +898 | New |
| Aprio Wealth Management, LLC | 906 | $220.8K | 0.03% | +906 | New |
| Chicago Partners Investment Group LLC | 832 | $221.4K | 0.01% | −114−12.1% | Reduced |
| EP Wealth Advisors, LLC | 914 | $222.5K | 0.00% | −2−0.2% | Reduced |
| Cannon Financial Strategists, Inc. | 920 | $224.1K | 0.04% | −139−13.1% | Reduced |
| Norden Group LLC | 926 | $225.5K | 0.03% | +37+4.2% | Added |
| Acropolis Investment Management, LLC | 931 | $226.8K | 0.01% | +2+0.2% | Added |
| Bryn Mawr Trust Co | 938 | $228.5K | 0.00% | +520+124.4% | Added |
| MPS Loria Financial Planners, LLC | 944 | $229.9K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 947 | $230.7K | 0.01% | −64−6.3% | Reduced |
| Merit Financial Group, LLC | 947 | $230.7K | 0.00% | +947 | New |
| Aviso Financial Inc. | 949 | $231.1K | 0.01% | −3,410−78.2% | Reduced |
| Stephens Inc | 951 | $231.6K | 0.00% | −42−4.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 964 | $234.8K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 986 | $240.2K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 975 | $243.1K | 0.00% | −183−15.8% | Reduced |
| Wedgewood Investors Inc | 1,000 | $243.6K | 0.29% | −25−2.4% | Reduced |
| Howland Capital Management LLC | 1,000 | $243.6K | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 1,000 | $243.6K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $243.6K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,005 | $244.8K | 0.00% | −5−0.5% | Reduced |
| Oppenheimer & Co Inc | 1,023 | $249.2K | 0.00% | +10+1.0% | Added |
| Everett Harris & Co | 1,033 | $251.6K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 1,036 | $252.3K | 0.00% | −8−0.8% | Reduced |
| Johnson Investment Counsel Inc | 1,044 | $254.4K | 0.00% | −6−0.6% | Reduced |
| Novus Advisors, LLC | 1,050 | $255.7K | 0.26% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,050 | $256.0K | 0.13% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,062 | $258.7K | 0.00% | −1,300−55.0% | Reduced |
| Hilltop Holdings Inc. | 1,063 | $258.8K | 0.02% | +1,063 | New |
| Checchi Capital Advisers, LLC | 1,078 | $262.6K | 0.02% | +140+14.9% | Added |
| ASB Consultores, LLC | 1,080 | $263.0K | 0.17% | +232+27.4% | Added |
| AXA S.A. | 1,084 | $264.0K | 0.00% | +86+8.6% | Added |
| GSB Wealth Management, LLC | 1,086 | $264.4K | 0.07% | +15+1.4% | Added |
| Austin Private Wealth, LLC | 1,087 | $264.8K | 0.02% | −2−0.2% | Reduced |
| Sabal Trust CO | 1,112 | $270.8K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 1,122 | $273.3K | 0.01% | +22+2.0% | Added |
| Centiva Capital, LP | 1,124 | $273.8K | 0.02% | +1,124 | New |
| SCS Capital Management LLC | 1,125 | $274.0K | 0.00% | +1,125 | New |
| Meridian Wealth Management, LLC | 1,126 | $274.1K | 0.01% | +2+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,134 | $276.2K | 0.03% | +40+3.7% | Added |
| Palogic Value Management, L.P. | 1,149 | $279.9K | 0.12% | +83+7.8% | Added |
| LifePlan Financial, LLC | 1,154 | $281.1K | 0.25% | −190−14.1% | Reduced |
| Raiffeisen Bank International AG | 1,171 | $281.4K | 0.00% | −4,885−80.7% | Reduced |
| Wealth Alliance | 1,160 | $282.5K | 0.03% | +14+1.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,166 | $283.9K | 0.15% | +2+0.2% | Added |
| Ostrum Asset Management | 1,207 | $294.0K | 0.02% | −31−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,208 | $294.2K | 0.01% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,212 | $295.0K | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,221 | $297.4K | 0.01% | −32−2.6% | Reduced |
| Ontario Teachers Pension Plan Board | 1,226 | $298.6K | 0.00% | +1,226 | New |
| Cigna Investments Inc | 1,236 | $301.0K | 0.06% | −21−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 1,237 | $301.3K | 0.01% | +3+0.2% | Added |
| MBB Public Markets I LLC | 1,237 | $301.3K | 0.03% | +1,237 | New |
| Integrated Advisors Network LLC | 1,244 | $303.0K | 0.02% | −351−22.0% | Reduced |
| Founders Financial Alliance, LLC | 1,249 | $304.2K | 0.07% | +1,249 | New |
| Frank, Rimerman Advisors LLC | 1,256 | $305.9K | 0.02% | +92+7.9% | Added |
| Profund Advisors LLC | 1,258 | $306.4K | 0.01% | −57−4.3% | Reduced |
| Petrus Trust Company, LTA | 1,258 | $306.4K | 0.03% | +1,258 | New |
| Gsa Capital Partners LLP | 1,270 | $309.0K | 0.03% | −9,323−88.0% | Reduced |
| Vontobel Holding Ltd. | 1,283 | $312.5K | 0.00% | −116−8.3% | Reduced |
| TrueWealth Advisors, LLC | 1,289 | $314.0K | 0.10% | −100−7.2% | Reduced |
| Nicolet Bankshares Inc | 1,290 | $314.2K | 0.06% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,295 | $315.4K | 0.04% | +283+28.0% | Added |
| Aureus Asset Management, LLC | 1,300 | $316.6K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,307 | $318.3K | 0.06% | +121+10.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $320.0K | 0.02% | −3−0.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,459 | $321.3K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 1,326 | $323.0K | 0.00% | −1,244−48.4% | Reduced |
| Concurrent Investment Advisors, LLC | 1,328 | $323.4K | 0.01% | +529+66.2% | Added |
| Sequoia Financial Advisors, LLC | 1,335 | $325.0K | 0.00% | −78−5.5% | Reduced |
| BBR Partners, LLC | 1,335 | $325.2K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,351 | $329.0K | 0.11% | +165+13.9% | Added |
| Personal Cfo Solutions, LLC | 1,366 | $332.8K | 0.07% | +86+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,369 | $333.4K | 0.00% | −216−13.6% | Reduced |
| Sowell Financial Services LLC | 1,378 | $335.5K | 0.02% | +1,378 | New |
| Fifth Third Wealth Advisors LLC | 1,385 | $337.3K | 0.02% | +30+2.2% | Added |
| Strategic Blueprint, LLC | 1,389 | $338.3K | 0.02% | −1−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,395 | $339.8K | 0.01% | +51+3.8% | Added |
| Wealth Management Nebraska | 1,399 | $340.7K | 0.05% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,418 | $345.4K | 0.01% | +73+5.4% | Added |
| Warren Averett Asset Management, LLC | 1,420 | $345.9K | 0.00% | +132+10.2% | Added |
| Tiaa Trust, National Association | 1,422 | $346.3K | 0.00% | −50−3.4% | Reduced |
| Syon Capital LLC | 1,439 | $350.5K | 0.03% | −274−16.0% | Reduced |
| Forum Financial Management, LP | 1,442 | $351.3K | 0.01% | +1+0.1% | Added |
| Siemens Fonds Invest GmbH | 1,444 | $351.7K | 0.02% | +104+7.8% | Added |
| GW&K Investment Management, LLC | 1,448 | $353.0K | 0.00% | −62,035−97.7% | Reduced |
| Oxford Financial Group Ltd | 1,462 | $356.1K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,465 | $356.8K | 0.00% | −533−26.7% | Reduced |
| Canoe Financial LP | 1,478 | $360.0K | 0.01% | +1,478 | New |
| Washington Trust Co | 1,500 | $365.3K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $365.3K | 0.23% | 00.0% | Unchanged |
| Pitcairn Co | 1,502 | $365.8K | 0.02% | +28+1.9% | Added |
| SNS Financial Group, LLC | 1,510 | $367.8K | 0.04% | +14+0.9% | Added |
| Arkadios Wealth Advisors | 1,517 | $369.5K | 0.01% | +1,517 | New |
| S-Bank Fund Management Ltd | 1,519 | $370.0K | 0.07% | +1,519 | New |
| Burt Wealth Advisors | 1,520 | $370.2K | 0.09% | +417+37.8% | Added |
| WSFS Capital Management, LLC | 1,523 | $370.9K | 0.02% | +156+11.4% | Added |
| NorthRock Partners, LLC | 1,544 | $376.1K | 0.01% | −87−5.3% | Reduced |
| RSM US Wealth Management LLC | 1,563 | $380.7K | 0.01% | −634−28.9% | Reduced |
| Venturi Wealth Management, LLC | 1,593 | $388.0K | 0.02% | +165+11.6% | Added |