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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 949 | $231.1K | 0.01% | −3,410−78.2% | Reduced |
| Merit Financial Group, LLC | 947 | $230.7K | 0.00% | +947 | New |
| Snowden Capital Advisors LLC | 947 | $230.7K | 0.01% | −64−6.3% | Reduced |
| MPS Loria Financial Planners, LLC | 944 | $229.9K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 938 | $228.5K | 0.00% | +520+124.4% | Added |
| Acropolis Investment Management, LLC | 931 | $226.8K | 0.01% | +2+0.2% | Added |
| Norden Group LLC | 926 | $225.5K | 0.03% | +37+4.2% | Added |
| Cannon Financial Strategists, Inc. | 920 | $224.1K | 0.04% | −139−13.1% | Reduced |
| EP Wealth Advisors, LLC | 914 | $222.5K | 0.00% | −2−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 832 | $221.4K | 0.01% | −114−12.1% | Reduced |
| Aprio Wealth Management, LLC | 906 | $220.8K | 0.03% | +906 | New |
| Optimize Financial Inc | 898 | $218.7K | 0.08% | +898 | New |
| National Asset Management, Inc. | 890 | $216.8K | 0.01% | +58+7.0% | Added |
| Rossby Financial, LCC | 838 | $214.9K | 0.09% | +838 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $213.4K | 0.01% | −1,900−68.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 858 | $209.0K | 0.01% | −49−5.4% | Reduced |
| Atlantic Trust, LLC | 857 | $208.8K | 0.05% | +131+18.0% | Added |
| Resources Investment Advisors, LLC. | 857 | $208.7K | 0.00% | +857 | New |
| Clarius Group, LLC | 857 | $208.7K | 0.01% | +11+1.3% | Added |
| Venture Visionary Partners LLC | 856 | $208.5K | 0.01% | +29+3.5% | Added |
| Trust Co of the South | 854 | $208.0K | 0.04% | −5−0.6% | Reduced |
| Private Trust Co NA | 851 | $207.3K | 0.02% | −192−18.4% | Reduced |
| Apeiron RIA LLC | 850 | $207.0K | 0.06% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 847 | $206.3K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 846 | $206.1K | 0.01% | −59−6.5% | Reduced |
| Great Lakes Advisors, LLC | 837 | $203.9K | 0.00% | +837 | New |
| Principal Securities, Inc. | 797 | $203.1K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 823 | $200.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 754 | $183.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 738 | $179.8K | 0.01% | +64+9.5% | Added |
| LRI Investments, LLC | 736 | $179.4K | 0.02% | −310−29.6% | Reduced |
| Rothschild Investment LLC | 677 | $164.9K | 0.01% | −8−1.2% | Reduced |
| Whittier Trust Co | 668 | $162.7K | 0.00% | −15−2.2% | Reduced |
| Delta Asset Management LLC | 663 | $161.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 662 | $159.1K | 0.02% | +19+3.0% | Added |
| Skopos Labs, Inc. | 616 | $150.0K | 0.03% | +27+4.6% | Added |
| Mather Group, LLC. | 608 | $148.1K | 0.00% | −30−4.7% | Reduced |
| Parallel Advisors, LLC | 605 | $147.3K | 0.00% | +20+3.4% | Added |
| Lindbrook Capital, LLC | 601 | $146.4K | 0.01% | +123+25.7% | Added |
| Penserra Capital Management LLC | 598 | $145.0K | 0.00% | −289−32.6% | Reduced |
| Massmutual Trust Co FSB | 583 | $142.0K | 0.00% | +78+15.4% | Added |
| VSM Wealth Advisory, LLC | 550 | $134.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 538 | $131.1K | 0.00% | +24+4.7% | Added |
| Farther Finance Advisors, LLC | 530 | $129.4K | 0.00% | −222−29.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 527 | $128.6K | 0.05% | −59−10.1% | Reduced |
| Walleye Capital LLC | 506 | $123.2K | 0.00% | −816−61.7% | Reduced |
| Walleye Trading LLC | 432 | $105.2K | 0.00% | −4,922−91.9% | Reduced |
| Pflug Koory, LLC | 430 | $104.7K | 0.06% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 418 | $101.8K | 0.03% | +418 | New |
| Peoples Bank | 415 | $101.1K | 0.07% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 410 | $99.9K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 406 | $98.9K | 0.03% | +3+0.7% | Added |
| Versant Capital Management, Inc | 394 | $96.0K | 0.02% | +18+4.8% | Added |
| CVA Family Office, LLC | 392 | $95.5K | 0.01% | +21+5.7% | Added |
| Cary Street Partner Investment Advisory LLC | 379 | $92.3K | 0.05% | +74+24.3% | Added |
| Hanson & Doremus Investment Management | 373 | $91.0K | 0.01% | −24−6.0% | Reduced |
| Sentry Investment Management LLC | 420 | $88.0K | 0.06% | +420 | New |
| DT Investment Partners, LLC | 355 | $86.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 343 | $83.5K | 0.00% | +102+42.3% | Added |
| Caitong International Asset Management Co., Ltd | 339 | $82.6K | 0.06% | +339 | New |
| Piscataqua Savings Bank | 337 | $82.1K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 335 | $81.6K | 0.05% | +8+2.4% | Added |
| Anchor Investment Management, LLC | 322 | $78.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 319 | $78.0K | 0.05% | +250+362.3% | Added |
| Pinnacle Financial Partners Inc | 288 | $73.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 286 | $69.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 272 | $66.2K | 0.00% | +81+42.4% | Added |
| Ofi Invest Asset Management | 278 | $62.7K | 0.00% | +278 | New |
| City State Bank | 250 | $60.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 241 | $58.7K | 0.01% | +11+4.8% | Added |
| Key Financial Inc | 227 | $55.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 214 | $52.1K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 212 | $51.6K | 0.00% | −15−6.6% | Reduced |
| Osterweis Capital Management Inc | 210 | $51.1K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $48.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 200 | $48.7K | 0.01% | +6+3.1% | Added |
| Atala Financial Inc | 193 | $47.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $43.8K | 0.01% | +80+80.0% | Added |
| Ridgewood Investments LLC | 172 | $41.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 170 | $41.4K | 0.00% | +16+10.4% | Added |
| Binnacle Investments Inc | 170 | $41.4K | 0.03% | +170 | New |
| St Germain D J Co Inc | 156 | $38.0K | 0.00% | +156 | New |
| Evelyn Partners Investment Management LLP | 154 | $37.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 150 | $36.5K | 0.00% | +1+0.7% | Added |
| Ancora Advisors, LLC | 150 | $36.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 146 | $35.6K | 0.00% | +77+111.6% | Added |
| City Holding Co | 139 | $33.9K | 0.00% | +139 | New |
| High Note Wealth, LLC | 137 | $33.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 132 | $32.1K | 0.00% | −19−12.6% | Reduced |
| Zions Bancorporation, National Association | 131 | $31.9K | 0.00% | +131 | New |
| Generali Asset Management SPA SGR | 129 | $31.4K | 0.00% | −25−16.2% | Reduced |
| Caldwell Trust Co | 126 | $30.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 118 | $29.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $28.7K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 113 | $27.5K | 0.00% | +113 | New |
| Addison Advisors LLC | 111 | $27.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 110 | $26.8K | 0.00% | −49−30.8% | Reduced |
| Raffa Wealth Management, LLC | 107 | $26.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 103 | $25.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $24.4K | 0.01% | 00.0% | Unchanged |