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 |
|---|---|---|---|---|---|
| Teramo Advisors, LLC | 794 | $205.9K | 0.08% | +794 | New |
| Citizens Financial Group Inc | 800 | $207.5K | 0.00% | +800 | New |
| Seed Wealth Management, Inc. | 800 | $207.5K | 0.15% | +800 | New |
| Diversified Trust Co | 801 | $207.8K | 0.00% | +801 | New |
| Two Sigma Securities, LLC | 803 | $208.3K | 0.03% | +803 | New |
| Farringdon Capital, Ltd. | 804 | $208.5K | 0.07% | +804 | New |
| Perigon Wealth Management, LLC | 807 | $209.3K | 0.00% | +807 | New |
| Clarius Group, LLC | 810 | $210.1K | 0.01% | −47−5.5% | Reduced |
| Grange Capital, LLC | 814 | $211.1K | 0.22% | +814 | New |
| Private Trust Co NA | 820 | $212.7K | 0.02% | −31−3.6% | Reduced |
| American Trust | 832 | $215.8K | 0.02% | +832 | New |
| First Horizon Advisors, Inc. | 833 | $216.2K | 0.01% | +95+12.9% | Added |
| Dorsey & Whitney Trust CO LLC | 838 | $217.4K | 0.01% | +838 | New |
| Benjamin Edwards Inc | 845 | $219.2K | 0.00% | +845 | New |
| Venture Visionary Partners LLC | 845 | $219.2K | 0.01% | −11−1.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 847 | $219.7K | 0.09% | 00.0% | Unchanged |
| Rossby Financial, LCC | 850 | $220.5K | 0.08% | +12+1.4% | Added |
| Apeiron RIA LLC | 850 | $220.5K | 0.06% | 00.0% | Unchanged |
| Trust Co of the South | 854 | $221.5K | 0.04% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 855 | $221.8K | 0.07% | −89−9.4% | Reduced |
| Patton Fund Management, Inc. | 857 | $222.3K | 0.05% | +857 | New |
| Ascent Group, LLC | 859 | $222.8K | 0.01% | +859 | New |
| Chicago Partners Investment Group LLC | 920 | $226.3K | 0.01% | +88+10.6% | Added |
| Wetherby Asset Management Inc | 875 | $226.9K | 0.01% | +875 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $227.4K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 883 | $229.1K | 0.01% | −7−0.8% | Reduced |
| Optimize Financial Inc | 892 | $231.4K | 0.14% | −6−0.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 901 | $233.7K | 0.02% | +901 | New |
| Checchi Capital Advisers, LLC | 908 | $235.5K | 0.02% | −170−15.8% | Reduced |
| Summit Trail Advisors, LLC | 908 | $235.5K | 0.00% | +908 | New |
| Stephens Inc | 909 | $235.8K | 0.00% | −42−4.4% | Reduced |
| Cannon Financial Strategists, Inc. | 920 | $238.6K | 0.04% | 00.0% | Unchanged |
| Retireful, LLC | 920 | $238.6K | 0.16% | +920 | New |
| Acropolis Investment Management, LLC | 933 | $242.0K | 0.01% | +2+0.2% | Added |
| Frank, Rimerman Advisors LLC | 937 | $243.0K | 0.02% | −319−25.4% | Reduced |
| Aviso Financial Inc. | 954 | $247.4K | 0.01% | +5+0.5% | Added |
| Voleon Capital Management LP | 961 | $249.3K | 0.01% | +961 | New |
| Ipswich Investment Management Co., Inc. | 964 | $250.0K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 964 | $250.0K | 0.01% | +17+1.8% | Added |
| Whittier Trust Co | 974 | $252.6K | 0.00% | +306+45.8% | Added |
| Salem Investment Counselors Inc | 986 | $255.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 988 | $256.1K | 0.00% | +191+24.0% | Added |
| Auxier Asset Management | 1,000 | $259.4K | 0.04% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,000 | $259.4K | 0.30% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $259.4K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,004 | $260.4K | 0.03% | +98+10.8% | Added |
| Ferguson Wellman Capital Management, Inc | 1,004 | $260.4K | 0.00% | −1−0.1% | Reduced |
| Norden Group LLC | 1,008 | $261.4K | 0.03% | +82+8.9% | Added |
| MBB Public Markets I LLC | 1,009 | $261.7K | 0.03% | −228−18.4% | Reduced |
| Everett Harris & Co | 1,033 | $267.9K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 1,038 | $269.2K | 0.00% | +2+0.2% | Added |
| New England Research & Management, Inc. | 1,050 | $272.0K | 0.13% | 00.0% | Unchanged |
| Quarry LP | 1,054 | $273.4K | 0.06% | +1,054 | New |
| Panagora Asset Management Inc | 1,057 | $274.2K | 0.00% | −5−0.5% | Reduced |
| GSB Wealth Management, LLC | 1,071 | $277.7K | 0.07% | −15−1.4% | Reduced |
| Bryn Mawr Trust Co | 1,075 | $278.8K | 0.00% | +137+14.6% | Added |
| Pitcairn Co | 1,102 | $285.8K | 0.02% | −400−26.6% | Reduced |
| Pensionmark Financial Group, LLC | 1,111 | $288.1K | 0.01% | +1,111 | New |
| CWM Advisors, LLC | 1,114 | $288.9K | 0.03% | −181−14.0% | Reduced |
| Park National Corp | 1,122 | $291.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,127 | $292.2K | 0.01% | +1+0.1% | Added |
| LifePlan Financial, LLC | 1,127 | $292.3K | 0.24% | −27−2.3% | Reduced |
| SPG Advisors LLC | 1,135 | $294.4K | 3.53% | +1,135 | New |
| Ieq Capital, LLC | 1,155 | $299.7K | 0.00% | −5,382−82.3% | Reduced |
| Integrated Advisors Network LLC | 1,161 | $301.1K | 0.01% | −83−6.7% | Reduced |
| Raiffeisen Bank International AG | 1,171 | $302.2K | 0.00% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,168 | $302.9K | 0.14% | +2+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,172 | $304.0K | 0.01% | −36−3.0% | Reduced |
| Ostrum Asset Management | 1,172 | $304.0K | 0.01% | −35−2.9% | Reduced |
| S-Bank Fund Management Ltd | 1,177 | $305.3K | 0.05% | −342−22.5% | Reduced |
| Founders Financial Alliance, LLC | 1,185 | $307.4K | 0.07% | −64−5.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,185 | $307.4K | 0.03% | +51+4.5% | Added |
| Quotient Wealth Partners, LLC | 1,189 | $308.4K | 0.01% | −32−2.6% | Reduced |
| Wealth Alliance | 1,199 | $311.0K | 0.03% | +39+3.4% | Added |
| Cigna Investments Inc | 1,218 | $316.0K | 0.05% | −18−1.5% | Reduced |
| Modera Wealth Management, LLC | 1,219 | $316.2K | 0.00% | +1,219 | New |
| Palogic Value Management, L.P. | 1,227 | $318.2K | 0.13% | +78+6.8% | Added |
| SCS Capital Management LLC | 1,251 | $324.5K | 0.00% | +126+11.2% | Added |
| Everence Capital Management Inc | 1,260 | $327.0K | 0.02% | −1,820−59.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,276 | $331.0K | 0.01% | +39+3.2% | Added |
| TrueWealth Advisors, LLC | 1,289 | $334.4K | 0.10% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,290 | $334.6K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,300 | $337.2K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,330 | $345.0K | 0.00% | +1,044+365.0% | Added |
| Forum Financial Management, LP | 1,332 | $345.4K | 0.01% | −110−7.6% | Reduced |
| BBR Partners, LLC | 1,333 | $345.7K | 0.02% | −2−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,362 | $353.3K | 0.01% | −23−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,380 | $357.9K | 0.00% | +11+0.8% | Added |
| Wealth Management Nebraska | 1,399 | $358.3K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,384 | $359.0K | 0.00% | −36−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,388 | $360.1K | 0.07% | +22+1.6% | Added |
| Strategic Blueprint, LLC | 1,392 | $361.0K | 0.02% | +3+0.2% | Added |
| Savant Capital, LLC | 1,395 | $361.9K | 0.00% | +1,395 | New |
| Axxcess Wealth Management, LLC | 1,395 | $361.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,395 | $362.0K | 0.00% | −53−3.7% | Reduced |
| Profund Advisors LLC | 1,396 | $362.1K | 0.01% | +138+11.0% | Added |
| Concurrent Investment Advisors, LLC | 1,401 | $363.3K | 0.01% | +73+5.5% | Added |
| Tiaa Trust, National Association | 1,405 | $364.4K | 0.00% | −17−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,408 | $365.2K | 0.00% | −296−17.4% | Reduced |
| Advisor OS, LLC | 1,409 | $365.5K | 0.04% | −192−12.0% | Reduced |