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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,418 | $367.8K | 0.01% | −633−30.9% | Reduced |
| Merit Financial Group, LLC | 1,421 | $368.7K | 0.00% | +474+50.1% | Added |
| Sowell Financial Services LLC | 1,433 | $371.6K | 0.02% | +55+4.0% | Added |
| Bridgewater Advisors Inc. | 1,519 | $375.5K | 0.03% | −3−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,450 | $376.1K | 0.22% | +1,450 | New |
| Johnson Investment Counsel Inc | 1,451 | $376.3K | 0.00% | +407+39.0% | Added |
| Tower Research Capital LLC (TRC) | 1,472 | $381.8K | 0.01% | −2,393−61.9% | Reduced |
| Woodline Partners LP | 1,473 | $382.1K | 0.00% | +1,473 | New |
| Summit Financial, LLC | 1,486 | $385.4K | 0.01% | +68+4.8% | Added |
| Washington Trust Co | 1,500 | $389.1K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $389.1K | 0.24% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 1,467 | $389.8K | 0.03% | +8+0.5% | Added |
| SNS Financial Group, LLC | 1,513 | $392.4K | 0.04% | +3+0.2% | Added |
| Burt Wealth Advisors | 1,520 | $394.2K | 0.09% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,523 | $395.0K | 0.02% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,526 | $395.8K | 0.04% | +1,526 | New |
| NorthRock Partners, LLC | 1,551 | $402.3K | 0.01% | +7+0.5% | Added |
| Guggenheim Capital LLC | 1,569 | $407.0K | 0.00% | +104+7.1% | Added |
| Bragg Financial Advisors, Inc | 1,618 | $419.7K | 0.01% | +6+0.4% | Added |
| RSM US Wealth Management LLC | 1,626 | $421.8K | 0.01% | +63+4.0% | Added |
| EntryPoint Capital, LLC | 1,629 | $422.5K | 0.21% | −63−3.7% | Reduced |
| Hancock Whitney Corp | 1,631 | $423.0K | 0.01% | +1,631 | New |
| Hilltop Holdings Inc. | 1,654 | $428.9K | 0.03% | +591+55.6% | Added |
| Ironwood Investment Counsel, LLC | 1,658 | $430.0K | 0.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,666 | $432.1K | 0.06% | −9−0.5% | Reduced |
| Magnetar Financial LLC | 1,680 | $435.7K | 0.00% | +1,680 | New |
| Everpar Advisors LLC | 1,687 | $437.6K | 0.20% | −1−0.1% | Reduced |
| Syon Capital LLC | 1,706 | $442.5K | 0.03% | +267+18.6% | Added |
| Quest Partners LLC | 1,712 | $444.0K | 0.04% | +1,685+6,240.7% | Added |
| Peapack Gladstone Financial Corp | 1,724 | $447.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,730 | $448.8K | 0.02% | −398−18.7% | Reduced |
| Greenleaf Trust | 1,734 | $449.7K | 0.00% | +9+0.5% | Added |
| J. Safra Sarasin Holding AG | 1,746 | $452.9K | 0.01% | +1,746 | New |
| Bearing Point Capital, LLC | 1,747 | $453.1K | 0.08% | +1,747 | New |
| Correct Capital Wealth Management | 1,751 | $454.2K | 0.09% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,777 | $460.9K | 0.03% | +333+23.1% | Added |
| Arkadios Wealth Advisors | 1,779 | $461.5K | 0.01% | +262+17.3% | Added |
| Ci Investments Inc. | 1,801 | $467.0K | 0.00% | +2+0.1% | Added |
| V-Square Quantitative Management LLC | 1,818 | $471.5K | 0.06% | +70+4.0% | Added |
| Sit Investment Associates Inc | 1,830 | $475.0K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,845 | $478.5K | 0.03% | +1,845 | New |
| TownSquare Capital, LLC | 1,853 | $480.6K | 0.05% | −15,979−89.6% | Reduced |
| Davenport & Co LLC | 1,855 | $481.2K | 0.00% | −357−16.1% | Reduced |
| Riverwater Partners LLC | 1,868 | $484.5K | 0.23% | +72+4.0% | Added |
| Washington Trust Advisors, Inc. | 1,878 | $487.1K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,900 | $492.8K | 0.04% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,069 | $497.2K | 0.25% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,918 | $497.5K | 0.03% | +11+0.6% | Added |
| Manchester Capital Management LLC | 1,925 | $499.3K | 0.07% | −1−0.1% | Reduced |
| First Manhattan Co | 1,927 | $499.8K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,938 | $502.7K | 0.01% | +152+8.5% | Added |
| D.A. Davidson & Co. | 1,946 | $504.8K | 0.00% | −2,848−59.4% | Reduced |
| Independent Advisor Alliance | 1,949 | $505.5K | 0.01% | +168+9.4% | Added |
| Sequoia Financial Advisors, LLC | 1,949 | $505.6K | 0.00% | +614+46.0% | Added |
| WBI Investments | 1,971 | $511.2K | 0.13% | +1,971 | New |
| Roundview Capital LLC | 1,994 | $517.2K | 0.03% | −2−0.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,000 | $518.7K | 0.14% | +2,000 | New |
| HM Payson & Co | 2,022 | $524.4K | 0.01% | +121+6.4% | Added |
| NWF Advisory Services Inc. | 2,087 | $541.3K | 0.06% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,100 | $545.0K | 0.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,129 | $552.2K | 0.09% | +822+62.9% | Added |
| Pinebridge Investments, L.P. | 2,144 | $556.1K | 0.00% | −17,372−89.0% | Reduced |
| Trust Co of Vermont | 2,169 | $562.6K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,178 | $564.9K | 0.01% | +188+9.4% | Added |
| CWM, LLC | 2,257 | $585.0K | 0.00% | −1,026−31.3% | Reduced |
| Malaga Cove Capital, LLC | 2,260 | $586.2K | 0.23% | +184+8.9% | Added |
| Congress Wealth Management LLC | 2,264 | $587.3K | 0.01% | +26+1.2% | Added |
| Essex Financial Services, Inc. | 2,269 | $588.5K | 0.04% | −11−0.5% | Reduced |
| Ballentine Partners, LLC | 2,307 | $598.4K | 0.01% | −135−5.5% | Reduced |
| Index Fund Advisors, Inc. | 2,391 | $620.2K | 0.03% | +2,391 | New |
| Vontobel Holding Ltd. | 2,411 | $625.3K | 0.00% | +1,128+87.9% | Added |
| Silvercrest Asset Management Group LLC | 2,425 | $629.0K | 0.00% | +8+0.3% | Added |
| Engineers Gate Manager LP | 2,438 | $632.3K | 0.01% | +2,438 | New |
| J.W. Cole Advisors, Inc. | 2,441 | $633.0K | 0.01% | +596+32.3% | Added |
| Ossiam | 2,447 | $634.7K | 0.01% | −168−6.4% | Reduced |
| Vestcor Inc | 2,452 | $636.0K | 0.02% | −15−0.6% | Reduced |
| Midwest Trust Co | 2,467 | $639.9K | 0.01% | +2,467 | New |
| Cyndeo Wealth Partners, LLC | 2,485 | $644.5K | 0.04% | −19−0.8% | Reduced |
| Bowen Hanes & Co Inc | 2,486 | $644.8K | 0.02% | 00.0% | Unchanged |
| Doheny Asset Management | 2,500 | $648.0K | 0.45% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,508 | $650.5K | 0.00% | +210+9.1% | Added |
| Strategy Asset Managers LLC | 2,513 | $651.9K | 0.12% | +4+0.2% | Added |
| Callan Family Office, LLC | 2,530 | $656.2K | 0.02% | +2,530 | New |
| Allworth Financial LP | 2,548 | $661.0K | 0.00% | +102+4.2% | Added |
| Beacon Pointe Advisors, LLC | 2,549 | $661.1K | 0.01% | −42−1.6% | Reduced |
| Prudential PLC | 2,574 | $667.6K | 0.00% | +1,248+94.1% | Added |
| Applied Finance Capital Management, LLC | 2,575 | $667.9K | 0.05% | +2,575 | New |
| Athena Investment Management | 2,582 | $669.7K | 0.37% | −8−0.3% | Reduced |
| Donaldson Capital Management, LLC | 2,585 | $670.5K | 0.02% | −1,629−38.7% | Reduced |
| Ninety One North America, Inc. | 2,610 | $677.0K | 0.03% | −473−15.3% | Reduced |
| Huntington National Bank | 2,646 | $686.3K | 0.00% | +80+3.1% | Added |
| PFC Capital Group, Inc. | 2,651 | $687.0K | 0.32% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,658 | $689.3K | 0.03% | +2,658 | New |
| Highland Capital Management, LLC | 2,666 | $691.5K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,676 | $694.0K | 0.05% | +1,406+110.7% | Added |
| Quadrant Capital Group LLC | 2,688 | $697.2K | 0.03% | −140−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 2,713 | $703.7K | 0.00% | −13,534−83.3% | Reduced |
| Chesley Taft & Associates LLC | 2,721 | $705.7K | 0.03% | +59+2.2% | Added |
| Advisors Capital Management, LLC | 2,724 | $706.7K | 0.01% | +5+0.2% | Added |
| MUFG Securities Americas Inc. | 2,752 | $713.8K | 0.06% | +557+25.4% | Added |