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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 1,601 | $389.9K | 0.04% | −131−7.6% | Reduced |
| QRG Capital Management, Inc. | 1,611 | $392.3K | 0.00% | +267+19.9% | Added |
| Bragg Financial Advisors, Inc | 1,612 | $392.6K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,522 | $393.7K | 0.03% | +1,522 | New |
| Gotham Asset Management, LLC | 1,642 | $399.9K | 0.00% | +1,642 | New |
| Ironwood Investment Counsel, LLC | 1,658 | $403.8K | 0.07% | +8+0.5% | Added |
| Portside Wealth Group, LLC | 1,675 | $408.0K | 0.07% | +172+11.4% | Added |
| Simplex Trading, LLC | 1,689 | $411.0K | 0.01% | +964+133.0% | Added |
| Everpar Advisors LLC | 1,688 | $411.1K | 0.22% | −177−9.5% | Reduced |
| EntryPoint Capital, LLC | 1,692 | $412.1K | 0.19% | −10−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,704 | $415.0K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,724 | $420.0K | 0.01% | +5+0.3% | Added |
| Greenleaf Trust | 1,725 | $420.1K | 0.00% | +23+1.4% | Added |
| V-Square Quantitative Management LLC | 1,748 | $425.7K | 0.06% | −57−3.2% | Reduced |
| Correct Capital Wealth Management | 1,751 | $426.5K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,781 | $433.8K | 0.01% | −79−4.2% | Reduced |
| Horizon Investments, LLC | 1,786 | $435.0K | 0.01% | +95+5.6% | Added |
| Rappaport Reiches Capital Management, LLC | 1,793 | $436.7K | 0.11% | +14+0.8% | Added |
| Riverwater Partners LLC | 1,796 | $437.4K | 0.22% | +287+19.0% | Added |
| Ci Investments Inc. | 1,799 | $438.0K | 0.00% | +153+9.3% | Added |
| Sit Investment Associates Inc | 1,830 | $446.0K | 0.01% | −50−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,845 | $449.5K | 0.01% | +923+100.1% | Added |
| Washington Trust Advisors, Inc. | 1,878 | $457.4K | 0.04% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,894 | $461.3K | 0.01% | +1,894 | New |
| Trust Co of Virginia | 1,900 | $462.8K | 0.04% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 1,900 | $462.8K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 1,901 | $463.0K | 0.01% | +185+10.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,909 | $465.0K | 0.02% | −24−1.2% | Reduced |
| Manchester Capital Management LLC | 1,926 | $469.1K | 0.06% | +14+0.7% | Added |
| First Manhattan Co | 1,927 | $469.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,990 | $484.7K | 0.01% | −940−32.1% | Reduced |
| Roundview Capital LLC | 1,996 | $486.1K | 0.04% | −6−0.3% | Reduced |
| HighPoint Advisor Group LLC | 1,907 | $493.3K | 0.03% | −35−1.8% | Reduced |
| Coldstream Capital Management Inc | 2,051 | $499.6K | 0.01% | +330+19.2% | Added |
| Heritage Family Offices, LLP | 2,069 | $503.9K | 0.26% | +407+24.5% | Added |
| Malaga Cove Capital, LLC | 2,076 | $505.6K | 0.22% | +1,210+139.7% | Added |
| NWF Advisory Services Inc. | 2,087 | $508.3K | 0.07% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,100 | $511.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,128 | $518.4K | 0.03% | −387−15.4% | Reduced |
| Jane Street Group, LLC | 2,158 | $525.6K | 0.00% | −157−6.8% | Reduced |
| Trust Co of Vermont | 2,169 | $528.3K | 0.03% | −10.0% | Reduced |
| MUFG Securities Americas Inc. | 2,195 | $534.6K | 0.06% | +365+19.9% | Added |
| Davenport & Co LLC | 2,212 | $538.9K | 0.00% | +237+12.0% | Added |
| Congress Wealth Management LLC | 2,238 | $545.2K | 0.01% | +238+11.9% | Added |
| Sound View Wealth Advisors Group, LLC | 2,257 | $549.7K | 0.05% | −3,898−63.3% | Reduced |
| Essex Financial Services, Inc. | 2,280 | $555.3K | 0.04% | −8−0.3% | Reduced |
| Brown Brothers Harriman & Co | 2,298 | $559.7K | 0.00% | +22+1.0% | Added |
| Wedmont Private Capital | 2,557 | $563.2K | 0.03% | +10.0% | Added |
| CIBC Private Wealth Group, LLC | 2,792 | $573.8K | 0.00% | −2,830−50.3% | Reduced |
| Silvercrest Asset Management Group LLC | 2,417 | $588.7K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,442 | $594.8K | 0.01% | +1,050+75.4% | Added |
| Vestcor Inc | 2,467 | $601.0K | 0.02% | +5+0.2% | Added |
| Larson Financial Group LLC | 2,485 | $605.2K | 0.03% | +1,681+209.1% | Added |
| Bowen Hanes & Co Inc | 2,486 | $605.5K | 0.02% | 00.0% | Unchanged |
| Doheny Asset Management | 2,500 | $609.0K | 0.48% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,504 | $609.9K | 0.04% | +23+0.9% | Added |
| Strategy Asset Managers LLC | 2,509 | $611.0K | 0.13% | −296−10.6% | Reduced |
| Empowered Funds, LLC | 2,523 | $614.5K | 0.01% | +321+14.6% | Added |
| Apollon Wealth Management, LLC | 2,532 | $616.7K | 0.01% | −263−9.4% | Reduced |
| Regions Financial Corp | 2,539 | $618.4K | 0.00% | −18−0.7% | Reduced |
| MAI Capital Management | 2,554 | $622.1K | 0.00% | +6+0.2% | Added |
| Huntington National Bank | 2,566 | $625.0K | 0.00% | +68+2.7% | Added |
| Allworth Financial LP | 2,446 | $629.2K | 0.00% | −361−12.9% | Reduced |
| Athena Investment Management | 2,590 | $630.8K | 0.38% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,591 | $631.1K | 0.01% | −52−2.0% | Reduced |
| Ossiam | 2,615 | $636.9K | 0.01% | −290−10.0% | Reduced |
| PFC Capital Group, Inc. | 2,651 | $645.0K | 0.33% | −199−7.0% | Reduced |
| Chesley Taft & Associates LLC | 2,662 | $648.4K | 0.03% | +1,217+84.2% | Added |
| ASR Vermogensbeheer N.V. | 2,664 | $648.8K | 0.01% | +2,664 | New |
| Highland Capital Management, LLC | 2,666 | $649.3K | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,666 | $649.3K | 0.01% | +115+4.5% | Added |
| AE Wealth Management LLC | 2,697 | $656.8K | 0.01% | −223−7.6% | Reduced |
| Moore Capital Management, LP | 2,714 | $661.0K | 0.02% | −699−20.5% | Reduced |
| Advisors Capital Management, LLC | 2,719 | $662.4K | 0.01% | +23+0.9% | Added |
| Sagespring Wealth Partners, LLC | 2,724 | $663.4K | 0.02% | +360+15.2% | Added |
| Main Street Financial Solutions, LLC | 2,752 | $670.2K | 0.06% | +2,752 | New |
| Carnegie Capital Asset Management, LLC | 2,753 | $670.5K | 0.02% | +2,753 | New |
| Financial Counselors Inc | 2,762 | $672.7K | 0.01% | −12−0.4% | Reduced |
| Impact Capital Partners LLC | 2,801 | $682.2K | 0.25% | +71+2.6% | Added |
| Quadrant Capital Group LLC | 2,828 | $688.8K | 0.03% | +1,120+65.6% | Added |
| Atomi Financial Group, Inc. | 2,848 | $693.6K | 0.03% | +311+12.3% | Added |
| GAMMA Investing LLC | 2,858 | $696.1K | 0.05% | +7+0.2% | Added |
| Spinnaker Trust | 2,860 | $696.6K | 0.05% | 00.0% | Unchanged |
| American National Bank | 2,900 | $706.3K | 0.08% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,900 | $706.3K | 0.49% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,940 | $716.1K | 0.23% | +2,940 | New |
| United Services Automobile Association | 2,990 | $718.6K | 0.02% | +2,990 | New |
| Gibbs Wealth Management | 3,023 | $736.3K | 0.18% | +656+27.7% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $739.0K | 0.38% | 00.0% | Unchanged |
| Keybank National Association | 3,073 | $748.5K | 0.00% | +66+2.2% | Added |
| Everence Capital Management Inc | 3,080 | $750.0K | 0.05% | +220+7.7% | Added |
| Ninety One North America, Inc. | 3,083 | $750.9K | 0.05% | −492−13.8% | Reduced |
| Jones Financial Companies LLLP | 3,155 | $758.6K | 0.00% | +129+4.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,131 | $762.6K | 0.36% | +19+0.6% | Added |
| iA Global Asset Management Inc. | 3,147 | $766.0K | 0.01% | 00.0% | Unchanged |
| Bamco Inc | 3,200 | $779.4K | 0.00% | +200+6.7% | Added |
| Triangle Securities Wealth Management | 3,209 | $781.6K | 0.20% | +6+0.2% | Added |
| Fifth Third Bancorp | 3,240 | $789.1K | 0.00% | +124+4.0% | Added |
| Community Bank, N.A. | 3,250 | $791.6K | 0.11% | −300−8.5% | Reduced |
| CWM, LLC | 3,283 | $800.0K | 0.00% | +103+3.2% | Added |