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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 392 | $101.7K | 0.02% | −2−0.5% | Reduced |
| Icon Wealth Advisors, LLC | 391 | $101.4K | 0.01% | +391 | New |
| Hanson & Doremus Investment Management | 373 | $97.0K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 365 | $94.7K | 0.00% | +365 | New |
| Covestor Ltd | 361 | $94.0K | 0.06% | +42+13.2% | Added |
| Ofi Invest Asset Management | 423 | $93.5K | 0.00% | +145+52.2% | Added |
| DT Investment Partners, LLC | 355 | $92.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 349 | $90.5K | 0.05% | +14+4.2% | Added |
| Umb Bank N A | 343 | $89.0K | 0.00% | +131+61.8% | Added |
| Piscataqua Savings Bank | 337 | $87.4K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 325 | $84.0K | 0.06% | +325 | New |
| Anchor Investment Management, LLC | 322 | $83.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 288 | $74.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $64.8K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 242 | $62.8K | 0.00% | −30−11.0% | Reduced |
| Adirondack Trust Co | 229 | $59.4K | 0.02% | +229 | New |
| Key Financial Inc | 227 | $58.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 226 | $58.6K | 0.01% | −15−6.2% | Reduced |
| Cape Investment Advisory, Inc. | 221 | $57.3K | 0.02% | +7+3.3% | Added |
| Headlands Technologies LLC | 219 | $56.8K | 0.01% | +219 | New |
| Osterweis Capital Management Inc | 210 | $54.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 178 | $53.7K | 0.00% | +68+61.8% | Added |
| Binnacle Investments Inc | 199 | $51.6K | 0.03% | +29+17.1% | Added |
| Harbour Investments, Inc. | 187 | $48.5K | 0.00% | +17+10.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $46.7K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 177 | $45.9K | 0.00% | +177 | New |
| Ridgewood Investments LLC | 166 | $43.1K | 0.02% | −6−3.5% | Reduced |
| St Germain D J Co Inc | 156 | $40.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 154 | $39.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 152 | $39.3K | 0.00% | +2+1.3% | Added |
| Ronald Blue Trust, Inc. | 150 | $38.9K | 0.00% | +4+2.7% | Added |
| MV Capital Management, Inc. | 149 | $38.6K | 0.00% | −1−0.7% | Reduced |
| High Note Wealth, LLC | 137 | $35.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 135 | $35.0K | 0.00% | +67+98.5% | Added |
| Zions Bancorporation, National Association | 133 | $34.5K | 0.00% | +2+1.5% | Added |
| State of Wyoming | 131 | $34.0K | 0.00% | +131 | New |
| Generali Asset Management SPA SGR | 129 | $33.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 126 | $32.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 119 | $31.0K | 0.00% | +1+0.8% | Added |
| Ameritas Advisory Services, LLC | 118 | $30.7K | 0.00% | +118 | New |
| Glen Eagle Advisors, LLC | 118 | $30.6K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 113 | $29.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 111 | $28.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 109 | $28.0K | 0.00% | +15+16.0% | Added |
| Raffa Wealth Management, LLC | 107 | $27.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 103 | $26.7K | 0.00% | +103 | New |
| Ameriflex Group, Inc. | 103 | $26.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 99 | $26.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $25.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $25.9K | 0.00% | +100 | New |
| Strategic Wealth Partners, Ltd. | 100 | $25.9K | 0.00% | +100 | New |
| Bokf, NA | 91 | $23.6K | 0.00% | +87+2,175.0% | Added |
| Walleye Capital LLC | 88 | $22.8K | 0.00% | −418−82.6% | Reduced |
| Private Wealth Management Group, LLC | 87 | $22.6K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 86 | $22.3K | 0.01% | −332−79.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $21.8K | 0.01% | +10+13.5% | Added |
| Farmers & Merchants Investments Inc | 84 | $21.8K | 0.00% | +2+2.4% | Added |
| Clear Street Markets LLC | 84 | $21.8K | 0.01% | +84 | New |
| Rise Advisors, LLC | 79 | $20.4K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 78 | $20.2K | 0.00% | +78 | New |
| Spire Wealth Management | 70 | $18.2K | 0.00% | −62−47.0% | Reduced |
| Bell Investment Advisors, Inc | 66 | $17.1K | 0.00% | +23+53.5% | Added |
| Park Place Capital Corp | 64 | $16.9K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $15.8K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 60 | $15.6K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 58 | $15.0K | 0.00% | +12+26.1% | Added |
| ORG Partners LLC | 53 | $14.0K | 0.00% | +44+488.9% | Added |
| McIlrath & Eck, LLC | 53 | $13.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 57 | $13.7K | 0.00% | +57 | New |
| Bank of Jackson Hole Trust | 50 | $13.0K | 0.01% | +50 | New |
| Johnson Financial Group, Inc. | 47 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $11.2K | 0.00% | +7+19.4% | Added |
| Rocky Mountain Advisers, LLC | 42 | $10.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $10.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 41 | $10.6K | 0.00% | −13−24.1% | Reduced |
| Eastern Bank | 41 | $10.6K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 39 | $10.1K | 0.00% | +3+8.3% | Added |
| Fortitude Family Office, LLC | 38 | $9.86K | 0.00% | +8+26.7% | Added |
| CoreCap Advisors, LLC | 38 | $9.86K | 0.00% | +13+52.0% | Added |
| Rational Advisors LLC | 36 | $9.34K | 0.00% | +36 | New |
| Kestra Investment Management, LLC | 36 | $9.29K | 0.00% | +33+1,100.0% | Added |
| First Financial Corp | 35 | $9.08K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $9.08K | 0.01% | +6+20.7% | Added |
| Cullen/Frost Bankers, Inc. | 35 | $9.08K | 0.00% | +35 | New |
| Cherry Tree Wealth Management, LLC | 34 | $8.82K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $8.56K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $8.30K | 0.00% | +1+3.2% | Added |
| Atlantic Union Bankshares Corp | 29 | $7.53K | 0.00% | +29 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $7.26K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 28 | $7.26K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 27 | $7.13K | 0.00% | +27 | New |
| Pineridge Advisors LLC | 27 | $7.02K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $7.00K | 0.00% | −13−31.7% | Reduced |
| Howard Hughes Medical Institute | 26 | $6.74K | 0.00% | +26 | New |
| Vermillion Wealth Management, Inc. | 25 | $6.56K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 25 | $6.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $6.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $6.00K | 0.00% | +9+56.3% | Added |