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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 2,144 | $556.1K | 0.00% | −17,372−89.0% | Reduced |
| Thrive Wealth Management, LLC | 2,129 | $552.2K | 0.09% | +822+62.9% | Added |
| Janney Capital Management LLC | 2,100 | $545.0K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,087 | $541.3K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 2,022 | $524.4K | 0.01% | +121+6.4% | Added |
| Catalyst Funds Management Pty Ltd | 2,000 | $518.7K | 0.14% | +2,000 | New |
| Roundview Capital LLC | 1,994 | $517.2K | 0.03% | −2−0.1% | Reduced |
| WBI Investments | 1,971 | $511.2K | 0.13% | +1,971 | New |
| Sequoia Financial Advisors, LLC | 1,949 | $505.6K | 0.00% | +614+46.0% | Added |
| Independent Advisor Alliance | 1,949 | $505.5K | 0.01% | +168+9.4% | Added |
| D.A. Davidson & Co. | 1,946 | $504.8K | 0.00% | −2,848−59.4% | Reduced |
| Horizon Investments, LLC | 1,938 | $502.7K | 0.01% | +152+8.5% | Added |
| First Manhattan Co | 1,927 | $499.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,925 | $499.3K | 0.07% | −1−0.1% | Reduced |
| HighPoint Advisor Group LLC | 1,918 | $497.5K | 0.03% | +11+0.6% | Added |
| Heritage Family Offices, LLP | 2,069 | $497.2K | 0.25% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,900 | $492.8K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $487.1K | 0.04% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,868 | $484.5K | 0.23% | +72+4.0% | Added |
| Davenport & Co LLC | 1,855 | $481.2K | 0.00% | −357−16.1% | Reduced |
| TownSquare Capital, LLC | 1,853 | $480.6K | 0.05% | −15,979−89.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,845 | $478.5K | 0.03% | +1,845 | New |
| Sit Investment Associates Inc | 1,830 | $475.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,818 | $471.5K | 0.06% | +70+4.0% | Added |
| Ci Investments Inc. | 1,801 | $467.0K | 0.00% | +2+0.1% | Added |
| Arkadios Wealth Advisors | 1,779 | $461.5K | 0.01% | +262+17.3% | Added |
| Siemens Fonds Invest GmbH | 1,777 | $460.9K | 0.03% | +333+23.1% | Added |
| Correct Capital Wealth Management | 1,751 | $454.2K | 0.09% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 1,747 | $453.1K | 0.08% | +1,747 | New |
| J. Safra Sarasin Holding AG | 1,746 | $452.9K | 0.01% | +1,746 | New |
| Greenleaf Trust | 1,734 | $449.7K | 0.00% | +9+0.5% | Added |
| EverSource Wealth Advisors, LLC | 1,730 | $448.8K | 0.02% | −398−18.7% | Reduced |
| Peapack Gladstone Financial Corp | 1,724 | $447.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,712 | $444.0K | 0.04% | +1,685+6,240.7% | Added |
| Syon Capital LLC | 1,706 | $442.5K | 0.03% | +267+18.6% | Added |
| Everpar Advisors LLC | 1,687 | $437.6K | 0.20% | −1−0.1% | Reduced |
| Magnetar Financial LLC | 1,680 | $435.7K | 0.00% | +1,680 | New |
| Portside Wealth Group, LLC | 1,666 | $432.1K | 0.06% | −9−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 1,658 | $430.0K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,654 | $428.9K | 0.03% | +591+55.6% | Added |
| Hancock Whitney Corp | 1,631 | $423.0K | 0.01% | +1,631 | New |
| EntryPoint Capital, LLC | 1,629 | $422.5K | 0.21% | −63−3.7% | Reduced |
| RSM US Wealth Management LLC | 1,626 | $421.8K | 0.01% | +63+4.0% | Added |
| Bragg Financial Advisors, Inc | 1,618 | $419.7K | 0.01% | +6+0.4% | Added |
| Guggenheim Capital LLC | 1,569 | $407.0K | 0.00% | +104+7.1% | Added |
| NorthRock Partners, LLC | 1,551 | $402.3K | 0.01% | +7+0.5% | Added |
| Prelude Capital Management, LLC | 1,526 | $395.8K | 0.04% | +1,526 | New |
| WSFS Capital Management, LLC | 1,523 | $395.0K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,520 | $394.2K | 0.09% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,513 | $392.4K | 0.04% | +3+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 1,467 | $389.8K | 0.03% | +8+0.5% | 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 |
| Summit Financial, LLC | 1,486 | $385.4K | 0.01% | +68+4.8% | Added |
| Woodline Partners LP | 1,473 | $382.1K | 0.00% | +1,473 | New |
| Tower Research Capital LLC (TRC) | 1,472 | $381.8K | 0.01% | −2,393−61.9% | Reduced |
| Johnson Investment Counsel Inc | 1,451 | $376.3K | 0.00% | +407+39.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,450 | $376.1K | 0.22% | +1,450 | New |
| Bridgewater Advisors Inc. | 1,519 | $375.5K | 0.03% | −3−0.2% | Reduced |
| Sowell Financial Services LLC | 1,433 | $371.6K | 0.02% | +55+4.0% | Added |
| Merit Financial Group, LLC | 1,421 | $368.7K | 0.00% | +474+50.1% | Added |
| Coldstream Capital Management Inc | 1,418 | $367.8K | 0.01% | −633−30.9% | Reduced |
| Advisor OS, LLC | 1,409 | $365.5K | 0.04% | −192−12.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,408 | $365.2K | 0.00% | −296−17.4% | Reduced |
| Tiaa Trust, National Association | 1,405 | $364.4K | 0.00% | −17−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,401 | $363.3K | 0.01% | +73+5.5% | Added |
| Profund Advisors LLC | 1,396 | $362.1K | 0.01% | +138+11.0% | Added |
| GW&K Investment Management, LLC | 1,395 | $362.0K | 0.00% | −53−3.7% | Reduced |
| Axxcess Wealth Management, LLC | 1,395 | $361.9K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,395 | $361.9K | 0.00% | +1,395 | New |
| Strategic Blueprint, LLC | 1,392 | $361.0K | 0.02% | +3+0.2% | Added |
| Personal Cfo Solutions, LLC | 1,388 | $360.1K | 0.07% | +22+1.6% | Added |
| Warren Averett Asset Management, LLC | 1,384 | $359.0K | 0.00% | −36−2.5% | Reduced |
| Wealth Management Nebraska | 1,399 | $358.3K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,380 | $357.9K | 0.00% | +11+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 1,362 | $353.3K | 0.01% | −23−1.7% | Reduced |
| BBR Partners, LLC | 1,333 | $345.7K | 0.02% | −2−0.1% | Reduced |
| Forum Financial Management, LP | 1,332 | $345.4K | 0.01% | −110−7.6% | Reduced |
| GWM Advisors LLC | 1,330 | $345.0K | 0.00% | +1,044+365.0% | Added |
| Aureus Asset Management, LLC | 1,300 | $337.2K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,290 | $334.6K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,289 | $334.4K | 0.10% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,276 | $331.0K | 0.01% | +39+3.2% | Added |
| Everence Capital Management Inc | 1,260 | $327.0K | 0.02% | −1,820−59.1% | Reduced |
| SCS Capital Management LLC | 1,251 | $324.5K | 0.00% | +126+11.2% | Added |
| Palogic Value Management, L.P. | 1,227 | $318.2K | 0.13% | +78+6.8% | Added |
| Modera Wealth Management, LLC | 1,219 | $316.2K | 0.00% | +1,219 | New |
| Cigna Investments Inc | 1,218 | $316.0K | 0.05% | −18−1.5% | Reduced |
| Wealth Alliance | 1,199 | $311.0K | 0.03% | +39+3.4% | Added |
| Quotient Wealth Partners, LLC | 1,189 | $308.4K | 0.01% | −32−2.6% | 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 |
| S-Bank Fund Management Ltd | 1,177 | $305.3K | 0.05% | −342−22.5% | Reduced |
| 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 |
| Cherry Creek Investment Advisors, Inc. | 1,168 | $302.9K | 0.14% | +2+0.2% | Added |
| Raiffeisen Bank International AG | 1,171 | $302.2K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,161 | $301.1K | 0.01% | −83−6.7% | Reduced |
| Ieq Capital, LLC | 1,155 | $299.7K | 0.00% | −5,382−82.3% | Reduced |
| SPG Advisors LLC | 1,135 | $294.4K | 3.53% | +1,135 | New |