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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 3,628 | $883.8K | 0.01% | −738−16.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $877.0K | 0.30% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,600 | $876.8K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,572 | $870.0K | 0.06% | −737−17.1% | Reduced |
| Bryce Point Capital, LLC | 3,465 | $853.0K | 0.64% | −2,464−41.6% | Reduced |
| Fiduciary Group LLC | 3,496 | $851.5K | 0.09% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,469 | $844.9K | 0.00% | −152,488−97.8% | Reduced |
| Meeder Advisory Services, Inc. | 3,463 | $843.5K | 0.05% | −354−9.3% | Reduced |
| LVW Advisors, LLC | 3,417 | $832.2K | 0.10% | −147−4.1% | Reduced |
| Wesbanco Bank Inc | 3,416 | $832.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,371 | $821.1K | 0.02% | +20+0.6% | Added |
| Intech Investment Management LLC | 3,338 | $813.0K | 0.01% | −2,335−41.2% | Reduced |
| CWM, LLC | 3,283 | $800.0K | 0.00% | +103+3.2% | Added |
| Community Bank, N.A. | 3,250 | $791.6K | 0.11% | −300−8.5% | Reduced |
| Fifth Third Bancorp | 3,240 | $789.1K | 0.00% | +124+4.0% | Added |
| Triangle Securities Wealth Management | 3,209 | $781.6K | 0.20% | +6+0.2% | Added |
| Bamco Inc | 3,200 | $779.4K | 0.00% | +200+6.7% | Added |
| iA Global Asset Management Inc. | 3,147 | $766.0K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 3,131 | $762.6K | 0.36% | +19+0.6% | Added |
| Jones Financial Companies LLLP | 3,155 | $758.6K | 0.00% | +129+4.3% | Added |
| Ninety One North America, Inc. | 3,083 | $750.9K | 0.05% | −492−13.8% | Reduced |
| Everence Capital Management Inc | 3,080 | $750.0K | 0.05% | +220+7.7% | Added |
| Keybank National Association | 3,073 | $748.5K | 0.00% | +66+2.2% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $739.0K | 0.38% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,023 | $736.3K | 0.18% | +656+27.7% | Added |
| United Services Automobile Association | 2,990 | $718.6K | 0.02% | +2,990 | New |
| Neo Ivy Capital Management | 2,940 | $716.1K | 0.23% | +2,940 | New |
| 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 |
| Spinnaker Trust | 2,860 | $696.6K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,858 | $696.1K | 0.05% | +7+0.2% | Added |
| Atomi Financial Group, Inc. | 2,848 | $693.6K | 0.03% | +311+12.3% | Added |
| Quadrant Capital Group LLC | 2,828 | $688.8K | 0.03% | +1,120+65.6% | Added |
| Impact Capital Partners LLC | 2,801 | $682.2K | 0.25% | +71+2.6% | Added |
| Financial Counselors Inc | 2,762 | $672.7K | 0.01% | −12−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,753 | $670.5K | 0.02% | +2,753 | New |
| Main Street Financial Solutions, LLC | 2,752 | $670.2K | 0.06% | +2,752 | New |
| Sagespring Wealth Partners, LLC | 2,724 | $663.4K | 0.02% | +360+15.2% | Added |
| Advisors Capital Management, LLC | 2,719 | $662.4K | 0.01% | +23+0.9% | Added |
| Moore Capital Management, LP | 2,714 | $661.0K | 0.02% | −699−20.5% | Reduced |
| AE Wealth Management LLC | 2,697 | $656.8K | 0.01% | −223−7.6% | Reduced |
| 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 |
| ASR Vermogensbeheer N.V. | 2,664 | $648.8K | 0.01% | +2,664 | New |
| Chesley Taft & Associates LLC | 2,662 | $648.4K | 0.03% | +1,217+84.2% | Added |
| PFC Capital Group, Inc. | 2,651 | $645.0K | 0.33% | −199−7.0% | Reduced |
| Ossiam | 2,615 | $636.9K | 0.01% | −290−10.0% | Reduced |
| Beacon Pointe Advisors, LLC | 2,591 | $631.1K | 0.01% | −52−2.0% | Reduced |
| Athena Investment Management | 2,590 | $630.8K | 0.38% | 00.0% | Unchanged |
| Allworth Financial LP | 2,446 | $629.2K | 0.00% | −361−12.9% | Reduced |
| Huntington National Bank | 2,566 | $625.0K | 0.00% | +68+2.7% | Added |
| MAI Capital Management | 2,554 | $622.1K | 0.00% | +6+0.2% | Added |
| Regions Financial Corp | 2,539 | $618.4K | 0.00% | −18−0.7% | Reduced |
| Apollon Wealth Management, LLC | 2,532 | $616.7K | 0.01% | −263−9.4% | Reduced |
| Empowered Funds, LLC | 2,523 | $614.5K | 0.01% | +321+14.6% | Added |
| Strategy Asset Managers LLC | 2,509 | $611.0K | 0.13% | −296−10.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,504 | $609.9K | 0.04% | +23+0.9% | Added |
| Doheny Asset Management | 2,500 | $609.0K | 0.48% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,486 | $605.5K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,485 | $605.2K | 0.03% | +1,681+209.1% | Added |
| Vestcor Inc | 2,467 | $601.0K | 0.02% | +5+0.2% | Added |
| Ballentine Partners, LLC | 2,442 | $594.8K | 0.01% | +1,050+75.4% | Added |
| Silvercrest Asset Management Group LLC | 2,417 | $588.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,792 | $573.8K | 0.00% | −2,830−50.3% | Reduced |
| Wedmont Private Capital | 2,557 | $563.2K | 0.03% | +10.0% | Added |
| Brown Brothers Harriman & Co | 2,298 | $559.7K | 0.00% | +22+1.0% | Added |
| Essex Financial Services, Inc. | 2,280 | $555.3K | 0.04% | −8−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,257 | $549.7K | 0.05% | −3,898−63.3% | Reduced |
| Congress Wealth Management LLC | 2,238 | $545.2K | 0.01% | +238+11.9% | Added |
| Davenport & Co LLC | 2,212 | $538.9K | 0.00% | +237+12.0% | Added |
| MUFG Securities Americas Inc. | 2,195 | $534.6K | 0.06% | +365+19.9% | Added |
| Trust Co of Vermont | 2,169 | $528.3K | 0.03% | −10.0% | Reduced |
| Jane Street Group, LLC | 2,158 | $525.6K | 0.00% | −157−6.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,128 | $518.4K | 0.03% | −387−15.4% | Reduced |
| Janney Capital Management LLC | 2,100 | $511.0K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,087 | $508.3K | 0.07% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,076 | $505.6K | 0.22% | +1,210+139.7% | Added |
| Heritage Family Offices, LLP | 2,069 | $503.9K | 0.26% | +407+24.5% | Added |
| Coldstream Capital Management Inc | 2,051 | $499.6K | 0.01% | +330+19.2% | Added |
| HighPoint Advisor Group LLC | 1,907 | $493.3K | 0.03% | −35−1.8% | Reduced |
| Roundview Capital LLC | 1,996 | $486.1K | 0.04% | −6−0.3% | Reduced |
| Clearstead Advisors, LLC | 1,990 | $484.7K | 0.01% | −940−32.1% | Reduced |
| First Manhattan Co | 1,927 | $469.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,926 | $469.1K | 0.06% | +14+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,909 | $465.0K | 0.02% | −24−1.2% | Reduced |
| HM Payson & Co | 1,901 | $463.0K | 0.01% | +185+10.8% | Added |
| 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 |
| Oppenheimer Asset Management Inc. | 1,894 | $461.3K | 0.01% | +1,894 | New |
| Washington Trust Advisors, Inc. | 1,878 | $457.4K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,845 | $449.5K | 0.01% | +923+100.1% | Added |
| Sit Investment Associates Inc | 1,830 | $446.0K | 0.01% | −50−2.7% | Reduced |
| Ci Investments Inc. | 1,799 | $438.0K | 0.00% | +153+9.3% | Added |
| Riverwater Partners LLC | 1,796 | $437.4K | 0.22% | +287+19.0% | Added |
| Rappaport Reiches Capital Management, LLC | 1,793 | $436.7K | 0.11% | +14+0.8% | Added |
| Horizon Investments, LLC | 1,786 | $435.0K | 0.01% | +95+5.6% | Added |
| Independent Advisor Alliance | 1,781 | $433.8K | 0.01% | −79−4.2% | Reduced |
| Correct Capital Wealth Management | 1,751 | $426.5K | 0.08% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,748 | $425.7K | 0.06% | −57−3.2% | Reduced |
| Greenleaf Trust | 1,725 | $420.1K | 0.00% | +23+1.4% | Added |