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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 3,338 | $813.0K | 0.01% | −2,335−41.2% | Reduced |
| Capital Investment Advisors, LLC | 3,371 | $821.1K | 0.02% | +20+0.6% | Added |
| Wesbanco Bank Inc | 3,416 | $832.0K | 0.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,417 | $832.2K | 0.10% | −147−4.1% | Reduced |
| Meeder Advisory Services, Inc. | 3,463 | $843.5K | 0.05% | −354−9.3% | Reduced |
| Assenagon Asset Management S.A. | 3,469 | $844.9K | 0.00% | −152,488−97.8% | Reduced |
| Fiduciary Group LLC | 3,496 | $851.5K | 0.09% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 3,465 | $853.0K | 0.64% | −2,464−41.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,572 | $870.0K | 0.06% | −737−17.1% | Reduced |
| Guyasuta Investment Advisors Inc | 3,600 | $876.8K | 0.06% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $877.0K | 0.30% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,628 | $883.8K | 0.01% | −738−16.9% | Reduced |
| Brighton Jones LLC | 3,665 | $892.6K | 0.03% | +27+0.7% | Added |
| Natixis | 3,760 | $906.6K | 0.01% | +3,760 | New |
| Northern Oak Wealth Management Inc | 3,793 | $923.8K | 0.12% | +438+13.1% | Added |
| Tower Research Capital LLC (TRC) | 3,865 | $930.7K | 0.03% | −5,359−58.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,834 | $933.9K | 0.00% | +898+30.6% | Added |
| Crossmark Global Holdings, Inc. | 3,864 | $941.1K | 0.02% | −348−8.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $946.5K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,911 | $952.6K | 0.01% | −172−4.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,933 | $957.9K | 0.60% | +6+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,944 | $960.6K | 0.02% | +9+0.2% | Added |
| Nwam LLC | 4,046 | $985.4K | 0.08% | +20.0% | Added |
| Integrated Wealth Concepts LLC | 4,071 | $991.5K | 0.01% | +12+0.3% | Added |
| Donaldson Capital Management, LLC | 4,214 | $1.03M | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,225 | $1.03M | 0.01% | −84−1.9% | Reduced |
| Verition Fund Management LLC | 4,231 | $1.03M | 0.01% | −808−16.0% | Reduced |
| Cullinan Associates Inc | 4,250 | $1.04M | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,262 | $1.04M | 0.05% | −46−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,267 | $1.04M | 0.04% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,273 | $1.04M | 0.09% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,277 | $1.04M | 0.06% | +114+2.7% | Added |
| United Capital Financial Advisers, LLC | 4,408 | $1.07M | 0.01% | +207+4.9% | Added |
| Omers Administration Corp | 4,417 | $1.08M | 0.01% | −724−14.1% | Reduced |
| Power Wealth Management LLC | 4,469 | $1.09M | 0.44% | −128−2.8% | Reduced |
| Mercer Global Advisors Inc | 4,569 | $1.11M | 0.00% | −598−11.6% | Reduced |
| Colony Group, LLC | 4,685 | $1.14M | 0.00% | −72−1.5% | Reduced |
| Dynasty Wealth Management, LLC | 4,742 | $1.15M | 0.02% | +119+2.6% | Added |
| Cresset Asset Management, LLC | 4,769 | $1.16M | 0.01% | −2,330−32.8% | Reduced |
| D.A. Davidson & Co. | 4,794 | $1.17M | 0.01% | +780+19.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,840 | $1.18M | 0.24% | +136+2.9% | Added |
| Accretive Wealth Partners, LLC | 4,516 | $1.18M | 0.42% | +437+10.7% | Added |
| CX Institutional | 4,962 | $1.21M | 0.05% | +178+3.7% | Added |
| First Financial Bank - Trust Division | 5,008 | $1.22M | 0.12% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,017 | $1.22M | 0.02% | +6+0.1% | Added |
| Avantax Advisory Services, Inc. | 5,083 | $1.24M | 0.01% | +584+13.0% | Added |
| Brinker Capital Investments, LLC | 5,139 | $1.25M | 0.01% | +142+2.8% | Added |
| Orion Portfolio Solutions, LLC | 5,139 | $1.25M | 0.01% | +142+2.8% | Added |
| Wellington Shields Capital Management, LLC | 5,213 | $1.27M | 0.23% | −225−4.1% | Reduced |
| SG Americas Securities, LLC | 5,229 | $1.27M | 0.00% | +1,602+44.2% | Added |
| Univest Financial Corp | 5,250 | $1.28M | 0.08% | 00.0% | Unchanged |
| Allstate Corp | 5,386 | $1.31M | 0.04% | +1,710+46.5% | Added |
| Droms Strauss Advisors Inc | 5,439 | $1.32M | 0.45% | −189−3.4% | Reduced |
| Jefferies Financial Group Inc. | 5,459 | $1.33M | 0.02% | +5,459 | New |
| Sterling Capital Management LLC | 5,541 | $1.35M | 0.02% | −677−10.9% | Reduced |
| E. Ohman J:or Asset Management AB | 5,550 | $1.35M | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 5,618 | $1.37M | 0.03% | +497+9.7% | Added |
| Kestra Advisory Services, LLC | 5,668 | $1.38M | 0.01% | −288−4.8% | Reduced |
| Maryland State Retirement & Pension System | 5,742 | $1.40M | 0.03% | −817−12.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 5,296 | $1.40M | 0.08% | +5,296 | New |
| B&L Asset Management LLC | 5,800 | $1.41M | 0.93% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,805 | $1.41M | 0.05% | −100−1.7% | Reduced |
| Long Road Investment Counsel, LLC | 5,885 | $1.43M | 0.56% | +69+1.2% | Added |
| Premier Path Wealth Partners, LLC | 5,994 | $1.46M | 0.23% | +278+4.9% | Added |
| Ycg, LLC | 6,000 | $1.46M | 0.11% | 00.0% | Unchanged |
| Fiduciary Trust Co | 6,014 | $1.46M | 0.02% | +69+1.2% | Added |
| 1832 Asset Management L.P. | 6,104 | $1.49M | 0.00% | +80+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 6,134 | $1.50M | 0.00% | +29+0.5% | Added |
| Builder Investment Group Inc | 6,153 | $1.50M | 0.43% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,041 | $1.50M | 0.00% | +10.0% | Added |
| Ashford Capital Management Inc | 6,239 | $1.52M | 0.20% | +149+2.4% | Added |
| Allianz SE | 6,249 | $1.52M | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,331 | $1.54M | 0.01% | −4,852−43.4% | Reduced |
| Westpac Banking Corp | 6,356 | $1.55M | 0.11% | +5,565+703.5% | Added |
| Wellington Shields & Co., LLC | 6,529 | $1.59M | 0.50% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,537 | $1.59M | 0.01% | −5,161−44.1% | Reduced |
| Securian Asset Management, Inc | 6,580 | $1.60M | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,593 | $1.61M | 0.05% | +958+17.0% | Added |
| Pacer Advisors, Inc. | 6,610 | $1.61M | 0.00% | −3,728−36.1% | Reduced |
| First Trust Advisors LP | 6,666 | $1.62M | 0.00% | −83,805−92.6% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $1.63M | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,834 | $1.66M | 0.03% | +958+16.3% | Added |
| Empire Life Investments Inc. | 6,889 | $1.68M | 0.11% | +6,889 | New |
| NEOS Investment Management LLC | 6,960 | $1.70M | 0.03% | −1,101−13.7% | Reduced |
| Linscomb & Williams, Inc. | 7,041 | $1.71M | 0.09% | +1,165+19.8% | Added |
| Gulf International Bank (UK) Ltd | 7,067 | $1.72M | 0.06% | −2,530−26.4% | Reduced |
| Erste Asset Management GmbH | 7,171 | $1.72M | 0.02% | +359+5.3% | Added |
| Vident Advisory, LLC | 7,128 | $1.74M | 0.03% | +2,348+49.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 7,132 | $1.74M | 0.06% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 8,512 | $1.75M | 0.35% | −133−1.5% | Reduced |
| Toroso Investments, LLC | 7,204 | $1.75M | 0.01% | +274+4.0% | Added |
| Avanza Fonder AB | 7,197 | $1.78M | 0.06% | −860−10.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,320 | $1.78M | 0.26% | +7,320 | New |
| Wealthfront Advisers LLC | 7,321 | $1.78M | 0.00% | +1,464+25.0% | Added |
| Penobscot Investment Management Company, Inc. | 7,350 | $1.79M | 0.17% | 00.0% | Unchanged |
| Hartford Investment Management Co | 7,587 | $1.85M | 0.06% | −79−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,597 | $1.85M | 0.00% | −8,394−52.5% | Reduced |
| Assetmark, Inc | 7,886 | $1.92M | 0.01% | +557+7.6% | Added |
| Schroder Investment Management Group | 8,006 | $1.92M | 0.00% | +1,346+20.2% | Added |
| CIBC World Markets Inc. | 7,918 | $1.93M | 0.00% | −2,696−25.4% | Reduced |