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 |
|---|---|---|---|---|---|
| LifePlan Financial, LLC | 1,127 | $292.3K | 0.24% | −27−2.3% | Reduced |
| Meridian Wealth Management, LLC | 1,127 | $292.2K | 0.01% | +1+0.1% | Added |
| Park National Corp | 1,122 | $291.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,114 | $288.9K | 0.03% | −181−14.0% | Reduced |
| Pensionmark Financial Group, LLC | 1,111 | $288.1K | 0.01% | +1,111 | New |
| Pitcairn Co | 1,102 | $285.8K | 0.02% | −400−26.6% | Reduced |
| Bryn Mawr Trust Co | 1,075 | $278.8K | 0.00% | +137+14.6% | Added |
| GSB Wealth Management, LLC | 1,071 | $277.7K | 0.07% | −15−1.4% | Reduced |
| Panagora Asset Management Inc | 1,057 | $274.2K | 0.00% | −5−0.5% | Reduced |
| Quarry LP | 1,054 | $273.4K | 0.06% | +1,054 | New |
| New England Research & Management, Inc. | 1,050 | $272.0K | 0.13% | 00.0% | Unchanged |
| Glenview Trust Co | 1,038 | $269.2K | 0.00% | +2+0.2% | Added |
| Everett Harris & Co | 1,033 | $267.9K | 0.00% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,009 | $261.7K | 0.03% | −228−18.4% | Reduced |
| Norden Group LLC | 1,008 | $261.4K | 0.03% | +82+8.9% | Added |
| Ferguson Wellman Capital Management, Inc | 1,004 | $260.4K | 0.00% | −1−0.1% | Reduced |
| Aprio Wealth Management, LLC | 1,004 | $260.4K | 0.03% | +98+10.8% | 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 |
| Principal Securities, Inc. | 988 | $256.1K | 0.00% | +191+24.0% | Added |
| Salem Investment Counselors Inc | 986 | $255.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 974 | $252.6K | 0.00% | +306+45.8% | Added |
| 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 |
| Voleon Capital Management LP | 961 | $249.3K | 0.01% | +961 | New |
| Aviso Financial Inc. | 954 | $247.4K | 0.01% | +5+0.5% | Added |
| Frank, Rimerman Advisors LLC | 937 | $243.0K | 0.02% | −319−25.4% | Reduced |
| Acropolis Investment Management, LLC | 933 | $242.0K | 0.01% | +2+0.2% | Added |
| Cannon Financial Strategists, Inc. | 920 | $238.6K | 0.04% | 00.0% | Unchanged |
| Retireful, LLC | 920 | $238.6K | 0.16% | +920 | New |
| Stephens Inc | 909 | $235.8K | 0.00% | −42−4.4% | Reduced |
| Checchi Capital Advisers, LLC | 908 | $235.5K | 0.02% | −170−15.8% | Reduced |
| Summit Trail Advisors, LLC | 908 | $235.5K | 0.00% | +908 | New |
| MASTERINVEST Kapitalanlage GmbH | 901 | $233.7K | 0.02% | +901 | New |
| Optimize Financial Inc | 892 | $231.4K | 0.14% | −6−0.7% | Reduced |
| National Asset Management, Inc. | 883 | $229.1K | 0.01% | −7−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $227.4K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 875 | $226.9K | 0.01% | +875 | New |
| Chicago Partners Investment Group LLC | 920 | $226.3K | 0.01% | +88+10.6% | Added |
| Ascent Group, LLC | 859 | $222.8K | 0.01% | +859 | New |
| Patton Fund Management, Inc. | 857 | $222.3K | 0.05% | +857 | New |
| MPS Loria Financial Planners, LLC | 855 | $221.8K | 0.07% | −89−9.4% | Reduced |
| Trust Co of the South | 854 | $221.5K | 0.04% | 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 |
| Lakeshore Financial Planning, Inc. | 847 | $219.7K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 845 | $219.2K | 0.01% | −11−1.3% | Reduced |
| Benjamin Edwards Inc | 845 | $219.2K | 0.00% | +845 | New |
| Dorsey & Whitney Trust CO LLC | 838 | $217.4K | 0.01% | +838 | New |
| First Horizon Advisors, Inc. | 833 | $216.2K | 0.01% | +95+12.9% | Added |
| American Trust | 832 | $215.8K | 0.02% | +832 | New |
| Private Trust Co NA | 820 | $212.7K | 0.02% | −31−3.6% | Reduced |
| Grange Capital, LLC | 814 | $211.1K | 0.22% | +814 | New |
| Clarius Group, LLC | 810 | $210.1K | 0.01% | −47−5.5% | Reduced |
| Perigon Wealth Management, LLC | 807 | $209.3K | 0.00% | +807 | New |
| Farringdon Capital, Ltd. | 804 | $208.5K | 0.07% | +804 | New |
| Two Sigma Securities, LLC | 803 | $208.3K | 0.03% | +803 | New |
| Diversified Trust Co | 801 | $207.8K | 0.00% | +801 | New |
| Citizens Financial Group Inc | 800 | $207.5K | 0.00% | +800 | New |
| Seed Wealth Management, Inc. | 800 | $207.5K | 0.15% | +800 | New |
| CTC Alternative Strategies, Ltd. | 794 | $205.9K | 0.18% | +794 | New |
| Teramo Advisors, LLC | 794 | $205.9K | 0.08% | +794 | New |
| Conning Inc. | 792 | $205.4K | 0.01% | −31−3.8% | Reduced |
| 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 |
| Principal Street Partners, LLC | 790 | $204.9K | 0.02% | +790 | New |
| Hutchens & Kramer Investment Management Group, LLC | 775 | $204.6K | 0.09% | +775 | New |
| International Assets Investment Management, LLC | 788 | $204.4K | 0.02% | +788 | New |
| Atlantic Trust, LLC | 786 | $203.8K | 0.04% | −71−8.3% | Reduced |
| Fedenia Advisers LLC | 784 | $203.3K | 0.10% | +784 | New |
| IFG Advisory, LLC | 781 | $202.5K | 0.01% | +781 | New |
| We Are One Seven, LLC | 779 | $202.1K | 0.01% | +779 | New |
| Altrafin AG | 778 | $201.9K | 0.07% | +778 | New |
| LRI Investments, LLC | 768 | $199.3K | 0.02% | +32+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 753 | $195.3K | 0.00% | −1−0.1% | Reduced |
| Skopos Labs, Inc. | 720 | $186.7K | 0.02% | +104+16.9% | Added |
| IFP Advisors, Inc | 554 | $180.6K | 0.01% | +16+3.0% | Added |
| Gitterman Wealth Management, LLC | 686 | $178.2K | 0.04% | +686 | New |
| Rothschild Investment LLC | 683 | $177.2K | 0.01% | +6+0.9% | Added |
| Penserra Capital Management LLC | 676 | $174.0K | 0.00% | +78+13.0% | Added |
| Delta Asset Management LLC | 663 | $172.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 609 | $158.1K | 0.05% | +82+15.6% | Added |
| Farther Finance Advisors, LLC | 610 | $158.1K | 0.00% | +80+15.1% | Added |
| Parallel Advisors, LLC | 596 | $154.6K | 0.00% | −9−1.5% | Reduced |
| Smartleaf Asset Management LLC | 579 | $148.3K | 0.01% | −83−12.5% | Reduced |
| Group One Trading, L.P. | 568 | $147.3K | 0.00% | +568 | New |
| VSM Wealth Advisory, LLC | 550 | $142.7K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 527 | $136.7K | 0.00% | −56−9.6% | Reduced |
| Volterra Technologies LP | 482 | $125.0K | 0.17% | +482 | New |
| Catalyst Capital Advisors LLC | 453 | $117.5K | 0.00% | +453 | New |
| Global Retirement Partners, LLC | 451 | $117.0K | 0.00% | +451 | New |
| Sentry Investment Management LLC | 420 | $111.0K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 426 | $110.5K | 0.02% | +34+8.7% | 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 |
| Cary Street Partner Investment Advisory LLC | 407 | $105.6K | 0.05% | +28+7.4% | Added |
| NVWM, LLC | 402 | $104.3K | 0.03% | −4−1.0% | Reduced |
| Geneos Wealth Management Inc. | 401 | $104.0K | 0.00% | +58+16.9% | Added |