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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 8,895 | $2.17M | 0.01% | +703+8.6% | Added |
| Orion Investment Co | 8,887 | $2.16M | 0.89% | 00.0% | Unchanged |
| South Dakota Investment Council | 8,875 | $2.16M | 0.04% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 8,775 | $2.14M | 0.12% | −230−2.6% | Reduced |
| Cornerstone Wealth Management, LLC | 8,758 | $2.13M | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,692 | $2.12M | 0.84% | −2,747−24.0% | Reduced |
| AIA Group Ltd | 8,680 | $2.11M | 0.05% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 8,665 | $2.11M | 0.02% | +285+3.4% | Added |
| Reynders McVeigh Capital Management, LLC | 8,612 | $2.10M | 0.12% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,386 | $2.04M | 0.06% | −117−1.4% | Reduced |
| Cary Street Partners Financial LLC | 8,061 | $1.96M | 0.06% | −321−3.8% | Reduced |
| Exchange Capital Management, Inc. | 7,931 | $1.93M | 0.31% | +1,416+21.7% | Added |
| CIBC World Markets Inc. | 7,918 | $1.93M | 0.00% | −2,696−25.4% | Reduced |
| Schroder Investment Management Group | 8,006 | $1.92M | 0.00% | +1,346+20.2% | Added |
| Assetmark, Inc | 7,886 | $1.92M | 0.01% | +557+7.6% | Added |
| Advisor Group Holdings, Inc. | 7,597 | $1.85M | 0.00% | −8,394−52.5% | Reduced |
| Hartford Investment Management Co | 7,587 | $1.85M | 0.06% | −79−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,350 | $1.79M | 0.17% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,321 | $1.78M | 0.00% | +1,464+25.0% | Added |
| Dynamic Technology Lab Private Ltd | 7,320 | $1.78M | 0.26% | +7,320 | New |
| Avanza Fonder AB | 7,197 | $1.78M | 0.06% | −860−10.7% | Reduced |
| Toroso Investments, LLC | 7,204 | $1.75M | 0.01% | +274+4.0% | Added |
| Brasada Capital Management, LP | 8,512 | $1.75M | 0.35% | −133−1.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 7,132 | $1.74M | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,128 | $1.74M | 0.03% | +2,348+49.1% | Added |
| Erste Asset Management GmbH | 7,171 | $1.72M | 0.02% | +359+5.3% | Added |
| Gulf International Bank (UK) Ltd | 7,067 | $1.72M | 0.06% | −2,530−26.4% | Reduced |
| Linscomb & Williams, Inc. | 7,041 | $1.71M | 0.09% | +1,165+19.8% | Added |
| NEOS Investment Management LLC | 6,960 | $1.70M | 0.03% | −1,101−13.7% | Reduced |
| Empire Life Investments Inc. | 6,889 | $1.68M | 0.11% | +6,889 | New |
| Norinchukin Bank, The | 6,834 | $1.66M | 0.03% | +958+16.3% | Added |
| Louisiana State Employees Retirement System | 6,700 | $1.63M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,666 | $1.62M | 0.00% | −83,805−92.6% | Reduced |
| Pacer Advisors, Inc. | 6,610 | $1.61M | 0.00% | −3,728−36.1% | Reduced |
| Metis Global Partners, LLC | 6,593 | $1.61M | 0.05% | +958+17.0% | Added |
| Securian Asset Management, Inc | 6,580 | $1.60M | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,537 | $1.59M | 0.01% | −5,161−44.1% | Reduced |
| Wellington Shields & Co., LLC | 6,529 | $1.59M | 0.50% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,356 | $1.55M | 0.11% | +5,565+703.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,331 | $1.54M | 0.01% | −4,852−43.4% | Reduced |
| Allianz SE | 6,249 | $1.52M | 0.04% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 6,239 | $1.52M | 0.20% | +149+2.4% | Added |
| Thrivent Financial for Lutherans | 6,041 | $1.50M | 0.00% | +10.0% | Added |
| Builder Investment Group Inc | 6,153 | $1.50M | 0.43% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,134 | $1.50M | 0.00% | +29+0.5% | Added |
| 1832 Asset Management L.P. | 6,104 | $1.49M | 0.00% | +80+1.3% | Added |
| Fiduciary Trust Co | 6,014 | $1.46M | 0.02% | +69+1.2% | Added |
| Ycg, LLC | 6,000 | $1.46M | 0.11% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,994 | $1.46M | 0.23% | +278+4.9% | Added |
| Long Road Investment Counsel, LLC | 5,885 | $1.43M | 0.56% | +69+1.2% | Added |
| New Mexico Educational Retirement Board | 5,805 | $1.41M | 0.05% | −100−1.7% | Reduced |
| B&L Asset Management LLC | 5,800 | $1.41M | 0.93% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 5,296 | $1.40M | 0.08% | +5,296 | New |
| Maryland State Retirement & Pension System | 5,742 | $1.40M | 0.03% | −817−12.5% | Reduced |
| Kestra Advisory Services, LLC | 5,668 | $1.38M | 0.01% | −288−4.8% | Reduced |
| Ethic Inc. | 5,618 | $1.37M | 0.03% | +497+9.7% | Added |
| E. Ohman J:or Asset Management AB | 5,550 | $1.35M | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,541 | $1.35M | 0.02% | −677−10.9% | Reduced |
| Jefferies Financial Group Inc. | 5,459 | $1.33M | 0.02% | +5,459 | New |
| Droms Strauss Advisors Inc | 5,439 | $1.32M | 0.45% | −189−3.4% | Reduced |
| Allstate Corp | 5,386 | $1.31M | 0.04% | +1,710+46.5% | Added |
| Univest Financial Corp | 5,250 | $1.28M | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,229 | $1.27M | 0.00% | +1,602+44.2% | Added |
| Wellington Shields Capital Management, LLC | 5,213 | $1.27M | 0.23% | −225−4.1% | Reduced |
| 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 |
| Avantax Advisory Services, Inc. | 5,083 | $1.24M | 0.01% | +584+13.0% | Added |
| Synovus Financial Corp | 5,017 | $1.22M | 0.02% | +6+0.1% | Added |
| First Financial Bank - Trust Division | 5,008 | $1.22M | 0.12% | 00.0% | Unchanged |
| CX Institutional | 4,962 | $1.21M | 0.05% | +178+3.7% | Added |
| Accretive Wealth Partners, LLC | 4,516 | $1.18M | 0.42% | +437+10.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,840 | $1.18M | 0.24% | +136+2.9% | Added |
| D.A. Davidson & Co. | 4,794 | $1.17M | 0.01% | +780+19.4% | Added |
| Cresset Asset Management, LLC | 4,769 | $1.16M | 0.01% | −2,330−32.8% | Reduced |
| Dynasty Wealth Management, LLC | 4,742 | $1.15M | 0.02% | +119+2.6% | Added |
| Colony Group, LLC | 4,685 | $1.14M | 0.00% | −72−1.5% | Reduced |
| Mercer Global Advisors Inc | 4,569 | $1.11M | 0.00% | −598−11.6% | Reduced |
| Power Wealth Management LLC | 4,469 | $1.09M | 0.44% | −128−2.8% | Reduced |
| Omers Administration Corp | 4,417 | $1.08M | 0.01% | −724−14.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,408 | $1.07M | 0.01% | +207+4.9% | Added |
| Empirical Finance, LLC | 4,277 | $1.04M | 0.06% | +114+2.7% | Added |
| Monticello Wealth Management, LLC | 4,273 | $1.04M | 0.09% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,267 | $1.04M | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,262 | $1.04M | 0.05% | −46−1.1% | Reduced |
| Cullinan Associates Inc | 4,250 | $1.04M | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,231 | $1.03M | 0.01% | −808−16.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,225 | $1.03M | 0.01% | −84−1.9% | Reduced |
| Donaldson Capital Management, LLC | 4,214 | $1.03M | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,071 | $991.5K | 0.01% | +12+0.3% | Added |
| Nwam LLC | 4,046 | $985.4K | 0.08% | +20.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,944 | $960.6K | 0.02% | +9+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 3,933 | $957.9K | 0.60% | +6+0.2% | Added |
| Nomura Holdings Inc | 3,911 | $952.6K | 0.01% | −172−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $946.5K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,864 | $941.1K | 0.02% | −348−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,834 | $933.9K | 0.00% | +898+30.6% | Added |
| Tower Research Capital LLC (TRC) | 3,865 | $930.7K | 0.03% | −5,359−58.1% | Reduced |
| Northern Oak Wealth Management Inc | 3,793 | $923.8K | 0.12% | +438+13.1% | Added |
| Natixis | 3,760 | $906.6K | 0.01% | +3,760 | New |
| Brighton Jones LLC | 3,665 | $892.6K | 0.03% | +27+0.7% | Added |