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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 2,753 | $714.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,755 | $714.6K | 0.00% | −37−1.3% | Reduced |
| Cresset Asset Management, LLC | 2,787 | $722.9K | 0.00% | −1,982−41.6% | Reduced |
| Atomi Financial Group, Inc. | 2,799 | $725.9K | 0.03% | −49−1.7% | Reduced |
| Impact Capital Partners LLC | 2,807 | $728.1K | 0.24% | +6+0.2% | Added |
| Wedmont Private Capital | 2,765 | $734.7K | 0.03% | +208+8.1% | Added |
| FORA Capital, LLC | 2,854 | $740.2K | 0.08% | +2,854 | New |
| Spinnaker Trust | 2,860 | $741.8K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,880 | $747.0K | 0.01% | +348+13.7% | Added |
| Empowered Funds, LLC | 2,887 | $748.8K | 0.01% | +364+14.4% | Added |
| American National Bank | 2,900 | $752.2K | 0.08% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,900 | $752.2K | 0.50% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,949 | $764.9K | 0.02% | +2,949 | New |
| STRS Ohio | 2,959 | $767.5K | 0.00% | +2,959 | New |
| Sagespring Wealth Partners, LLC | 2,986 | $774.5K | 0.02% | +262+9.6% | Added |
| Main Street Financial Solutions, LLC | 3,002 | $778.5K | 0.06% | +250+9.1% | Added |
| Keybank National Association | 3,030 | $785.9K | 0.00% | −43−1.4% | Reduced |
| New England Capital Financial Advisors LLC | 3,034 | $787.0K | 0.36% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,036 | $787.4K | 0.03% | +3,036 | New |
| AE Wealth Management LLC | 3,054 | $792.1K | 0.01% | +357+13.2% | Added |
| Legacy Financial Advisors, Inc. | 3,064 | $794.8K | 0.12% | +3,064 | New |
| MAI Capital Management | 3,111 | $807.0K | 0.01% | +557+21.8% | Added |
| Jones Financial Companies LLLP | 3,150 | $807.2K | 0.00% | −5−0.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,140 | $814.4K | 0.04% | −323−9.3% | Reduced |
| LVW Advisors, LLC | 3,149 | $816.8K | 0.09% | −268−7.8% | Reduced |
| Triangle Securities Wealth Management | 3,209 | $832.3K | 0.20% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,250 | $842.9K | 0.11% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,264 | $846.6K | 0.01% | −74−2.2% | Reduced |
| Larson Financial Group LLC | 3,276 | $849.7K | 0.03% | +791+31.8% | Added |
| Bamco Inc | 3,300 | $855.9K | 0.00% | +100+3.1% | Added |
| Wesbanco Bank Inc | 3,326 | $862.7K | 0.03% | −90−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,340 | $866.3K | 0.06% | −232−6.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,395 | $880.6K | 0.39% | +264+8.4% | Added |
| Bryce Point Capital, LLC | 3,400 | $881.9K | 0.75% | −65−1.9% | Reduced |
| Fiduciary Group LLC | 3,461 | $897.7K | 0.08% | −35−1.0% | Reduced |
| Gibbs Wealth Management | 3,532 | $916.1K | 0.18% | +509+16.8% | Added |
| GAMMA Investing LLC | 3,558 | $922.8K | 0.06% | +700+24.5% | Added |
| Stevens Capital Management LP | 3,595 | $932.0K | 0.25% | +3,595 | New |
| Guyasuta Investment Advisors Inc | 3,600 | $933.7K | 0.06% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $934.0K | 0.31% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,652 | $944.3K | 0.01% | +986+37.0% | Added |
| Crossmark Global Holdings, Inc. | 3,644 | $945.1K | 0.02% | −220−5.7% | Reduced |
| Silvant Capital Management LLC | 3,713 | $963.0K | 0.04% | +3,713 | New |
| Northwestern Mutual Wealth Management Co | 3,721 | $965.3K | 0.00% | −113−2.9% | Reduced |
| Brighton Jones LLC | 3,723 | $965.6K | 0.03% | +58+1.6% | Added |
| Nwam LLC | 4,057 | $974.6K | 0.06% | +11+0.3% | Added |
| Northern Oak Wealth Management Inc | 3,777 | $979.6K | 0.12% | −16−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $1.01M | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,892 | $1.01M | 0.01% | −3,236−45.4% | Reduced |
| Boothbay Fund Management, LLC | 3,929 | $1.02M | 0.03% | +3,929 | New |
| Novak & Powell Financial Services, Inc. | 3,939 | $1.02M | 0.71% | +6+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,963 | $1.03M | 0.02% | +19+0.5% | Added |
| Versor Investments LP | 3,995 | $1.04M | 0.18% | +3,995 | New |
| Squarepoint Ops LLC | 4,031 | $1.05M | 0.00% | −179,251−97.8% | Reduced |
| Lido Advisors, LLC | 4,065 | $1.05M | 0.01% | +437+12.0% | Added |
| Park Avenue Securities LLC | 4,082 | $1.06M | 0.01% | +4,082 | New |
| First Financial Bank - Trust Division | 4,104 | $1.06M | 0.09% | −904−18.1% | Reduced |
| Integrated Wealth Concepts LLC | 4,132 | $1.07M | 0.01% | +61+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 4,167 | $1.08M | 0.08% | +1,910+84.6% | Added |
| Fiduciary Alliance LLC | 4,172 | $1.08M | 0.08% | +4,172 | New |
| Scientech Research LLC | 4,192 | $1.09M | 0.27% | +4,192 | New |
| Cullinan Associates Inc | 4,250 | $1.10M | 0.07% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,274 | $1.11M | 0.08% | +10.0% | Added |
| Empirical Finance, LLC | 4,310 | $1.12M | 0.06% | +33+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 4,320 | $1.12M | 0.04% | +53+1.2% | Added |
| United Capital Financial Advisers, LLC | 4,354 | $1.13M | 0.01% | −54−1.2% | Reduced |
| Dynasty Wealth Management, LLC | 4,370 | $1.13M | 0.02% | −372−7.8% | Reduced |
| Omers Administration Corp | 4,417 | $1.15M | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,428 | $1.15M | 0.09% | −5,683−56.2% | Reduced |
| Capital Investment Advisors, LLC | 4,443 | $1.15M | 0.02% | +1,072+31.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 4,447 | $1.15M | 0.21% | −393−8.1% | Reduced |
| Fifth Third Bancorp | 4,476 | $1.16M | 0.00% | +1,236+38.1% | Added |
| Power Wealth Management LLC | 4,500 | $1.17M | 0.45% | +31+0.7% | Added |
| Mercer Global Advisors Inc | 4,542 | $1.18M | 0.00% | −27−0.6% | Reduced |
| Accretive Wealth Partners, LLC | 4,564 | $1.18M | 0.39% | +48+1.1% | Added |
| ASR Vermogensbeheer N.V. | 4,614 | $1.20M | 0.02% | +1,950+73.2% | Added |
| Empire Life Investments Inc. | 4,618 | $1.20M | 0.08% | −2,271−33.0% | Reduced |
| Howland Capital Management LLC | 4,800 | $1.24M | 0.05% | +3,800+380.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,839 | $1.25M | 0.01% | +614+14.5% | Added |
| Dynamic Technology Lab Private Ltd | 4,850 | $1.26M | 0.17% | −2,470−33.7% | Reduced |
| Colony Group, LLC | 4,894 | $1.27M | 0.00% | +209+4.5% | Added |
| CX Institutional | 5,005 | $1.30M | 0.05% | +43+0.9% | Added |
| Synovus Financial Corp | 5,023 | $1.30M | 0.02% | +6+0.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 5,112 | $1.33M | 0.21% | +5,112 | New |
| Avantax Advisory Services, Inc. | 5,206 | $1.35M | 0.01% | +123+2.4% | Added |
| Wellington Shields Capital Management, LLC | 5,213 | $1.35M | 0.23% | 00.0% | Unchanged |
| Univest Financial Corp | 5,250 | $1.36M | 0.08% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,251 | $1.36M | 0.01% | +112+2.2% | Added |
| Ethic Inc. | 5,387 | $1.38M | 0.02% | −231−4.1% | Reduced |
| QRG Capital Management, Inc. | 5,347 | $1.39M | 0.01% | +3,736+231.9% | Added |
| Premier Path Wealth Partners, LLC | 5,404 | $1.40M | 0.20% | −590−9.8% | Reduced |
| Droms Strauss Advisors Inc | 5,439 | $1.41M | 0.43% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 5,440 | $1.41M | 0.07% | +144+2.7% | Added |
| Ashford Capital Management Inc | 5,466 | $1.42M | 0.17% | −773−12.4% | Reduced |
| Inceptionr LLC | 5,469 | $1.42M | 0.33% | +5,469 | New |
| E. Ohman J:or Asset Management AB | 5,550 | $1.44M | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,550 | $1.44M | 0.01% | +1,319+31.2% | Added |
| Kestra Advisory Services, LLC | 5,725 | $1.49M | 0.01% | +57+1.0% | Added |
| Fiduciary Trust Co | 5,799 | $1.50M | 0.02% | −215−3.6% | Reduced |
| B&L Asset Management LLC | 5,800 | $1.50M | 0.86% | 00.0% | Unchanged |