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, Q2 2025
Institutional positions in Equifax Inc as of Jun 30, 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
- 862
- +61 vs. Q1 2025
- Shares held
- 119.2M
- −3.70M (−3.0%) vs. Q1 2025
- Total value
- $30.9B
- +$984.6M (+3.3%) vs. Q1 2025
- New holders
- 133
- 310 more added
- Sold out
- 72
- 263 more reduced
11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 66 | $17.1K | 0.00% | +23+53.5% | Added |
| Spire Wealth Management | 70 | $18.2K | 0.00% | −62−47.0% | Reduced |
| Bellwether Advisors, LLC | 78 | $20.2K | 0.00% | +78 | New |
| Rise Advisors, LLC | 79 | $20.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $21.8K | 0.00% | +2+2.4% | Added |
| Clear Street Markets LLC | 84 | $21.8K | 0.01% | +84 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $21.8K | 0.01% | +10+13.5% | Added |
| Opal Wealth Advisors, LLC | 86 | $22.3K | 0.01% | −332−79.4% | Reduced |
| Private Wealth Management Group, LLC | 87 | $22.6K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 88 | $22.8K | 0.00% | −418−82.6% | Reduced |
| Bokf, NA | 91 | $23.6K | 0.00% | +87+2,175.0% | Added |
| Optimum Investment Advisors | 100 | $25.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $25.9K | 0.00% | +100 | New |
| Strategic Wealth Partners, Ltd. | 100 | $25.9K | 0.00% | +100 | New |
| Smithfield Trust Co | 99 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 103 | $26.4K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 103 | $26.7K | 0.00% | +103 | New |
| Raffa Wealth Management, LLC | 107 | $27.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 109 | $28.0K | 0.00% | +15+16.0% | Added |
| Addison Advisors LLC | 111 | $28.8K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 113 | $29.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $30.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 118 | $30.7K | 0.00% | +118 | New |
| Capital Advisors, Ltd. LLC | 119 | $31.0K | 0.00% | +1+0.8% | Added |
| Caldwell Trust Co | 126 | $32.7K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 129 | $33.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 131 | $34.0K | 0.00% | +131 | New |
| Zions Bancorporation, National Association | 133 | $34.5K | 0.00% | +2+1.5% | Added |
| NewSquare Capital LLC | 135 | $35.0K | 0.00% | +67+98.5% | Added |
| High Note Wealth, LLC | 137 | $35.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 149 | $38.6K | 0.00% | −1−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 150 | $38.9K | 0.00% | +4+2.7% | Added |
| Ancora Advisors, LLC | 152 | $39.3K | 0.00% | +2+1.3% | Added |
| Evelyn Partners Investment Management LLP | 154 | $39.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 156 | $40.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 166 | $43.1K | 0.02% | −6−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 177 | $45.9K | 0.00% | +177 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $46.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 187 | $48.5K | 0.00% | +17+10.0% | Added |
| Binnacle Investments Inc | 199 | $51.6K | 0.03% | +29+17.1% | Added |
| SRS Capital Advisors, Inc. | 178 | $53.7K | 0.00% | +68+61.8% | Added |
| Osterweis Capital Management Inc | 210 | $54.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 219 | $56.8K | 0.01% | +219 | New |
| Cape Investment Advisory, Inc. | 221 | $57.3K | 0.02% | +7+3.3% | Added |
| Parkside Financial Bank & Trust | 226 | $58.6K | 0.01% | −15−6.2% | Reduced |
| Key Financial Inc | 227 | $58.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 229 | $59.4K | 0.02% | +229 | New |
| Exchange Traded Concepts, LLC | 242 | $62.8K | 0.00% | −30−11.0% | Reduced |
| City State Bank | 250 | $64.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 288 | $74.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 322 | $83.5K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 325 | $84.0K | 0.06% | +325 | New |
| Piscataqua Savings Bank | 337 | $87.4K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 343 | $89.0K | 0.00% | +131+61.8% | Added |
| Cromwell Holdings LLC | 349 | $90.5K | 0.05% | +14+4.2% | Added |
| DT Investment Partners, LLC | 355 | $92.1K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 423 | $93.5K | 0.00% | +145+52.2% | Added |
| Covestor Ltd | 361 | $94.0K | 0.06% | +42+13.2% | Added |
| MUFG Securities EMEA plc | 365 | $94.7K | 0.00% | +365 | New |
| Hanson & Doremus Investment Management | 373 | $97.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 391 | $101.4K | 0.01% | +391 | New |
| Versant Capital Management, Inc | 392 | $101.7K | 0.02% | −2−0.5% | Reduced |
| Geneos Wealth Management Inc. | 401 | $104.0K | 0.00% | +58+16.9% | Added |
| NVWM, LLC | 402 | $104.3K | 0.03% | −4−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 407 | $105.6K | 0.05% | +28+7.4% | Added |
| Pflug Koory, LLC | 410 | $106.3K | 0.05% | −20−4.7% | Reduced |
| Arlington Trust Co LLC | 410 | $106.3K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 426 | $110.5K | 0.02% | +34+8.7% | Added |
| Sentry Investment Management LLC | 420 | $111.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 451 | $117.0K | 0.00% | +451 | New |
| Catalyst Capital Advisors LLC | 453 | $117.5K | 0.00% | +453 | New |
| Volterra Technologies LP | 482 | $125.0K | 0.17% | +482 | New |
| Massmutual Trust Co FSB | 527 | $136.7K | 0.00% | −56−9.6% | Reduced |
| VSM Wealth Advisory, LLC | 550 | $142.7K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 568 | $147.3K | 0.00% | +568 | New |
| Smartleaf Asset Management LLC | 579 | $148.3K | 0.01% | −83−12.5% | Reduced |
| Parallel Advisors, LLC | 596 | $154.6K | 0.00% | −9−1.5% | Reduced |
| Farther Finance Advisors, LLC | 610 | $158.1K | 0.00% | +80+15.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 609 | $158.1K | 0.05% | +82+15.6% | Added |
| Delta Asset Management LLC | 663 | $172.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 676 | $174.0K | 0.00% | +78+13.0% | Added |
| Rothschild Investment LLC | 683 | $177.2K | 0.01% | +6+0.9% | Added |
| Gitterman Wealth Management, LLC | 686 | $178.2K | 0.04% | +686 | New |
| IFP Advisors, Inc | 554 | $180.6K | 0.01% | +16+3.0% | Added |
| Skopos Labs, Inc. | 720 | $186.7K | 0.02% | +104+16.9% | Added |
| Whittier Trust Co of Nevada Inc | 753 | $195.3K | 0.00% | −1−0.1% | Reduced |
| LRI Investments, LLC | 768 | $199.3K | 0.02% | +32+4.3% | Added |
| Altrafin AG | 778 | $201.9K | 0.07% | +778 | New |
| We Are One Seven, LLC | 779 | $202.1K | 0.01% | +779 | New |
| IFG Advisory, LLC | 781 | $202.5K | 0.01% | +781 | New |
| Fedenia Advisers LLC | 784 | $203.3K | 0.10% | +784 | New |
| Atlantic Trust, LLC | 786 | $203.8K | 0.04% | −71−8.3% | Reduced |
| International Assets Investment Management, LLC | 788 | $204.4K | 0.02% | +788 | New |
| Hutchens & Kramer Investment Management Group, LLC | 775 | $204.6K | 0.09% | +775 | New |
| Principal Street Partners, LLC | 790 | $204.9K | 0.02% | +790 | New |
| Westpac Banking Corp | 791 | $205.2K | 0.01% | −5,565−87.6% | Reduced |
| Howard Capital Management Inc. | 791 | $205.2K | 0.00% | +791 | New |
| Yoder Wealth Management, Inc. | 791 | $205.2K | 0.11% | +791 | New |
| Conning Inc. | 792 | $205.4K | 0.01% | −31−3.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 794 | $205.9K | 0.18% | +794 | New |