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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 1,724 | $420.0K | 0.01% | +5+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 1,704 | $415.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,692 | $412.1K | 0.19% | −10−0.6% | Reduced |
| Everpar Advisors LLC | 1,688 | $411.1K | 0.22% | −177−9.5% | Reduced |
| Simplex Trading, LLC | 1,689 | $411.0K | 0.01% | +964+133.0% | Added |
| Portside Wealth Group, LLC | 1,675 | $408.0K | 0.07% | +172+11.4% | Added |
| Ironwood Investment Counsel, LLC | 1,658 | $403.8K | 0.07% | +8+0.5% | Added |
| Gotham Asset Management, LLC | 1,642 | $399.9K | 0.00% | +1,642 | New |
| Bridgewater Advisors Inc. | 1,522 | $393.7K | 0.03% | +1,522 | New |
| Bragg Financial Advisors, Inc | 1,612 | $392.6K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,611 | $392.3K | 0.00% | +267+19.9% | Added |
| Advisor OS, LLC | 1,601 | $389.9K | 0.04% | −131−7.6% | Reduced |
| Venturi Wealth Management, LLC | 1,593 | $388.0K | 0.02% | +165+11.6% | Added |
| RSM US Wealth Management LLC | 1,563 | $380.7K | 0.01% | −634−28.9% | Reduced |
| NorthRock Partners, LLC | 1,544 | $376.1K | 0.01% | −87−5.3% | Reduced |
| WSFS Capital Management, LLC | 1,523 | $370.9K | 0.02% | +156+11.4% | Added |
| Burt Wealth Advisors | 1,520 | $370.2K | 0.09% | +417+37.8% | Added |
| S-Bank Fund Management Ltd | 1,519 | $370.0K | 0.07% | +1,519 | New |
| Arkadios Wealth Advisors | 1,517 | $369.5K | 0.01% | +1,517 | New |
| SNS Financial Group, LLC | 1,510 | $367.8K | 0.04% | +14+0.9% | Added |
| Pitcairn Co | 1,502 | $365.8K | 0.02% | +28+1.9% | Added |
| 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 |
| Canoe Financial LP | 1,478 | $360.0K | 0.01% | +1,478 | New |
| Guggenheim Capital LLC | 1,465 | $356.8K | 0.00% | −533−26.7% | Reduced |
| Oxford Financial Group Ltd | 1,462 | $356.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,448 | $353.0K | 0.00% | −62,035−97.7% | Reduced |
| Siemens Fonds Invest GmbH | 1,444 | $351.7K | 0.02% | +104+7.8% | Added |
| Forum Financial Management, LP | 1,442 | $351.3K | 0.01% | +1+0.1% | Added |
| Syon Capital LLC | 1,439 | $350.5K | 0.03% | −274−16.0% | Reduced |
| Tiaa Trust, National Association | 1,422 | $346.3K | 0.00% | −50−3.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,420 | $345.9K | 0.00% | +132+10.2% | Added |
| Summit Financial, LLC | 1,418 | $345.4K | 0.01% | +73+5.4% | Added |
| Wealth Management Nebraska | 1,399 | $340.7K | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,395 | $339.8K | 0.01% | +51+3.8% | Added |
| Strategic Blueprint, LLC | 1,389 | $338.3K | 0.02% | −1−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,385 | $337.3K | 0.02% | +30+2.2% | Added |
| Sowell Financial Services LLC | 1,378 | $335.5K | 0.02% | +1,378 | New |
| Steward Partners Investment Advisory, LLC | 1,369 | $333.4K | 0.00% | −216−13.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,366 | $332.8K | 0.07% | +86+6.7% | Added |
| Financial Advisory Corp | 1,351 | $329.0K | 0.11% | +165+13.9% | Added |
| BBR Partners, LLC | 1,335 | $325.2K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,335 | $325.0K | 0.00% | −78−5.5% | Reduced |
| Concurrent Investment Advisors, LLC | 1,328 | $323.4K | 0.01% | +529+66.2% | Added |
| Prudential PLC | 1,326 | $323.0K | 0.00% | −1,244−48.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,459 | $321.3K | 0.03% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $320.0K | 0.02% | −3−0.2% | Reduced |
| Thrive Wealth Management, LLC | 1,307 | $318.3K | 0.06% | +121+10.2% | Added |
| Aureus Asset Management, LLC | 1,300 | $316.6K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,295 | $315.4K | 0.04% | +283+28.0% | Added |
| Nicolet Bankshares Inc | 1,290 | $314.2K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,289 | $314.0K | 0.10% | −100−7.2% | Reduced |
| Vontobel Holding Ltd. | 1,283 | $312.5K | 0.00% | −116−8.3% | Reduced |
| Gsa Capital Partners LLP | 1,270 | $309.0K | 0.03% | −9,323−88.0% | Reduced |
| 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 |
| Frank, Rimerman Advisors LLC | 1,256 | $305.9K | 0.02% | +92+7.9% | Added |
| Founders Financial Alliance, LLC | 1,249 | $304.2K | 0.07% | +1,249 | New |
| Integrated Advisors Network LLC | 1,244 | $303.0K | 0.02% | −351−22.0% | 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 |
| Cigna Investments Inc | 1,236 | $301.0K | 0.06% | −21−1.7% | Reduced |
| Ontario Teachers Pension Plan Board | 1,226 | $298.6K | 0.00% | +1,226 | New |
| Quotient Wealth Partners, LLC | 1,221 | $297.4K | 0.01% | −32−2.6% | Reduced |
| Wendell David Associates Inc | 1,212 | $295.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,208 | $294.2K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,207 | $294.0K | 0.02% | −31−2.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,166 | $283.9K | 0.15% | +2+0.2% | Added |
| Wealth Alliance | 1,160 | $282.5K | 0.03% | +14+1.2% | Added |
| Raiffeisen Bank International AG | 1,171 | $281.4K | 0.00% | −4,885−80.7% | Reduced |
| LifePlan Financial, LLC | 1,154 | $281.1K | 0.25% | −190−14.1% | Reduced |
| Palogic Value Management, L.P. | 1,149 | $279.9K | 0.12% | +83+7.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,134 | $276.2K | 0.03% | +40+3.7% | Added |
| Meridian Wealth Management, LLC | 1,126 | $274.1K | 0.01% | +2+0.2% | Added |
| SCS Capital Management LLC | 1,125 | $274.0K | 0.00% | +1,125 | New |
| Centiva Capital, LP | 1,124 | $273.8K | 0.02% | +1,124 | New |
| Park National Corp | 1,122 | $273.3K | 0.01% | +22+2.0% | Added |
| Sabal Trust CO | 1,112 | $270.8K | 0.02% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,087 | $264.8K | 0.02% | −2−0.2% | Reduced |
| GSB Wealth Management, LLC | 1,086 | $264.4K | 0.07% | +15+1.4% | Added |
| AXA S.A. | 1,084 | $264.0K | 0.00% | +86+8.6% | Added |
| ASB Consultores, LLC | 1,080 | $263.0K | 0.17% | +232+27.4% | Added |
| Checchi Capital Advisers, LLC | 1,078 | $262.6K | 0.02% | +140+14.9% | Added |
| Hilltop Holdings Inc. | 1,063 | $258.8K | 0.02% | +1,063 | New |
| Panagora Asset Management Inc | 1,062 | $258.7K | 0.00% | −1,300−55.0% | Reduced |
| New England Research & Management, Inc. | 1,050 | $256.0K | 0.13% | 00.0% | Unchanged |
| Novus Advisors, LLC | 1,050 | $255.7K | 0.26% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,044 | $254.4K | 0.00% | −6−0.6% | Reduced |
| Glenview Trust Co | 1,036 | $252.3K | 0.00% | −8−0.8% | Reduced |
| Everett Harris & Co | 1,033 | $251.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,023 | $249.2K | 0.00% | +10+1.0% | Added |
| Ferguson Wellman Capital Management, Inc | 1,005 | $244.8K | 0.00% | −5−0.5% | 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 |
| Union Bancaire Privee, UBP SA | 975 | $243.1K | 0.00% | −183−15.8% | Reduced |
| Salem Investment Counselors Inc | 986 | $240.2K | 0.01% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 964 | $234.8K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 951 | $231.6K | 0.00% | −42−4.2% | Reduced |