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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 99 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 94 | $22.0K | 0.00% | +12+14.6% | Added |
| Private Wealth Management Group, LLC | 87 | $21.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 83 | $20.2K | 0.00% | −7−7.8% | Reduced |
| Farmers & Merchants Investments Inc | 82 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 81 | $19.8K | 0.01% | +50+161.3% | Added |
| Rise Advisors, LLC | 79 | $19.1K | 0.01% | −1−1.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $18.0K | 0.01% | +11+17.5% | Added |
| West Paces Advisors Inc. | 70 | $17.0K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 69 | $16.8K | 0.01% | +69 | New |
| NewSquare Capital LLC | 68 | $16.6K | 0.00% | +61+871.4% | Added |
| Park Place Capital Corp | 64 | $15.6K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 61 | $14.9K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $14.9K | 0.01% | +61 | New |
| Putney Financial Group LLC | 60 | $14.6K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 58 | $14.1K | 0.01% | −646−91.8% | Reduced |
| Global X Japan Co., Ltd. | 57 | $13.9K | 0.00% | +5+9.6% | Added |
| Meeder Asset Management Inc | 56 | $13.6K | 0.00% | −33−37.1% | Reduced |
| South State Corp. | 54 | $13.2K | 0.00% | +29+116.0% | Added |
| McIlrath & Eck, LLC | 53 | $12.9K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 49 | $11.9K | 0.06% | +49 | New |
| Johnson Financial Group, Inc. | 47 | $11.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 46 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $10.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $10.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 41 | $9.99K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $9.74K | 0.00% | +40 | New |
| Global Financial Private Client, LLC | 39 | $9.50K | 0.00% | +4+11.4% | Added |
| JFS Wealth Advisors, LLC | 36 | $8.77K | 0.00% | +2+5.9% | Added |
| AdvisorNet Financial, Inc | 36 | $8.77K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $8.53K | 0.00% | −110−75.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 34 | $8.28K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 34 | $8.28K | 0.00% | −13−27.7% | Reduced |
| Millstone Evans Group, LLC | 33 | $8.04K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 31 | $7.55K | 0.00% | −8−20.5% | Reduced |
| Fortitude Family Office, LLC | 30 | $7.31K | 0.00% | −7−18.9% | Reduced |
| Sandy Spring Bank | 29 | $7.07K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $7.06K | 0.01% | −21−42.0% | Reduced |
| Avalon Trust Co | 29 | $7.01K | 0.00% | +29 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $6.82K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 28 | $6.82K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 27 | $6.59K | 0.00% | +19+237.5% | Added |
| FSA Wealth Management LLC | 27 | $6.58K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 27 | $6.58K | 0.00% | +26+2,600.0% | Added |
| Vermillion Wealth Management, Inc. | 25 | $6.14K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 25 | $6.11K | 0.00% | −37−59.7% | Reduced |
| Leonteq Securities AG | 25 | $6.09K | 0.00% | +1+4.2% | Added |
| CoreCap Advisors, LLC | 25 | $6.09K | 0.00% | +11+78.6% | Added |
| Wolff Wiese Magana LLC | 24 | $5.85K | 0.00% | +19+380.0% | Added |
| ESL Trust Services, LLC | 24 | $5.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 23 | $5.62K | 0.00% | −98−81.0% | Reduced |
| Nemes Rush Group LLC | 21 | $5.13K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $5.12K | 0.01% | +12+133.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $4.14K | 0.01% | −2−10.5% | Reduced |
| Cornerstone Planning Group LLC | 16 | $3.99K | 0.00% | +6+60.0% | Added |
| Concord Wealth Partners | 16 | $3.90K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $3.90K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $3.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $3.41K | 0.00% | −5−26.3% | Reduced |
| SBI Securities Co., Ltd. | 14 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $2.92K | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $2.44K | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $2.44K | 0.00% | +2+25.0% | Added |
| ORG Partners LLC | 9 | $2.19K | 0.00% | +9 | New |
| Sachetta, LLC | 9 | $2.19K | 0.00% | −14−60.9% | Reduced |
| Dogwood Wealth Management LLC | 9 | $2.19K | 0.00% | +9 | New |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.95K | 0.00% | +3+60.0% | Added |
| WealthTrak Capital Management LLC | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $1.95K | 0.00% | +8 | New |
| True Wealth Design, LLC | 7 | $1.71K | 0.00% | −94−93.1% | Reduced |
| Raleigh Capital Management Inc. | 7 | $1.71K | 0.00% | −63−90.0% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $1.71K | 0.00% | +7 | New |
| PEAK6 LLC | 7 | $1.66K | 0.00% | +7 | New |
| Aspect Partners, LLC | 6 | $1.46K | 0.00% | +5+500.0% | Added |
| Truvestments Capital LLC | 6 | $1.46K | 0.00% | +6 | New |
| Vermillion & White Wealth Management Group, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 16 | $1.22K | 0.00% | +7+77.8% | Added |
| Core Alternative Capital | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $975 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $975 | 0.00% | +4 | New |
| Bokf, NA | 4 | $974 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $799 | 0.00% | +1+33.3% | Added |
| Logan Capital Management Inc | 3 | $731 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $731 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3 | $731 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $730 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $673 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $518 | 0.00% | +2 | New |
| Strategic Investment Solutions, Inc. | 2 | $498 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $488 | 0.00% | 00.0% | Unchanged |