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, Q3 2025
Institutional positions in Equifax Inc as of Sep 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
- 857
- +3 vs. Q2 2025
- Shares held
- 120.8M
- +2.93M (+2.5%) vs. Q2 2025
- Total value
- $31.0B
- +$407.7M (+1.3%) vs. Q2 2025
- New holders
- 87
- 326 more added
- Sold out
- 84
- 265 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 39 | $10.0K | 0.00% | −4−9.3% | Reduced |
| DAGCO, Inc. | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $10.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $10.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $13.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 55 | $14.0K | 0.00% | +28+103.7% | Added |
| Grove Bank & Trust | 58 | $14.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 59 | $15.1K | 0.00% | +6+11.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $15.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 67 | $15.9K | 0.00% | +67 | New |
| AdvisorNet Financial, Inc | 63 | $16.2K | 0.00% | +24+61.5% | Added |
| Bell Investment Advisors, Inc | 64 | $16.4K | 0.00% | −2−3.0% | Reduced |
| Covestor Ltd | 65 | $17.0K | 0.01% | −296−82.0% | Reduced |
| Essential Partners LLC | 73 | $18.7K | 0.01% | +62+563.6% | Added |
| Bokf, NA | 76 | $19.5K | 0.00% | −15−16.5% | Reduced |
| Eastern Bank | 76 | $19.5K | 0.00% | +35+85.4% | Added |
| GW&K Investment Management, LLC | 79 | $20.0K | 0.00% | −1,316−94.3% | Reduced |
| Geneos Wealth Management Inc. | 80 | $20.5K | 0.00% | −321−80.0% | Reduced |
| Rise Advisors, LLC | 81 | $20.8K | 0.01% | +2+2.5% | Added |
| Farmers & Merchants Investments Inc | 84 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 86 | $22.1K | 0.01% | +36+72.0% | Added |
| Private Wealth Management Group, LLC | 87 | $22.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $22.3K | 0.00% | +3+3.6% | Added |
| True Wealth Design, LLC | 90 | $23.1K | 0.01% | +81+900.0% | Added |
| SJS Investment Consulting Inc. | 94 | $24.1K | 0.00% | +88+1,466.7% | Added |
| Raffa Wealth Management, LLC | 100 | $25.7K | 0.00% | −7−6.5% | Reduced |
| Optimum Investment Advisors | 100 | $25.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $25.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $25.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 99 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 105 | $26.9K | 0.00% | −49−31.8% | Reduced |
| Ameritas Advisory Services, LLC | 107 | $27.6K | 0.00% | −11−9.3% | Reduced |
| Addison Advisors LLC | 111 | $28.5K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 113 | $29.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $30.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 126 | $32.0K | 0.00% | +17+15.6% | Added |
| Caldwell Trust Co | 126 | $32.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 128 | $32.8K | 0.00% | +58+82.9% | Added |
| Generali Asset Management SPA SGR | 129 | $33.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 131 | $33.6K | 0.02% | +131 | New |
| Bryn Mawr Trust Co | 132 | $33.9K | 0.00% | −943−87.7% | Reduced |
| State of Wyoming | 136 | $34.9K | 0.00% | +5+3.8% | Added |
| High Note Wealth, LLC | 137 | $35.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 137 | $35.1K | 0.00% | +137 | New |
| Meeder Asset Management Inc | 143 | $36.7K | 0.00% | +125+694.4% | Added |
| Binnacle Investments Inc | 144 | $36.9K | 0.02% | −55−27.6% | Reduced |
| MV Capital Management, Inc. | 150 | $38.5K | 0.00% | +1+0.7% | Added |
| Ancora Advisors, LLC | 152 | $38.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 156 | $40.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 172 | $44.1K | 0.02% | +172 | New |
| Walleye Capital LLC | 173 | $44.4K | 0.00% | +85+96.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $46.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 182 | $46.7K | 0.00% | +182 | New |
| Harbour Investments, Inc. | 190 | $48.7K | 0.00% | +3+1.6% | Added |
| Adirondack Trust Co | 198 | $50.8K | 0.02% | −31−13.5% | Reduced |
| Osterweis Capital Management Inc | 210 | $53.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 212 | $54.4K | 0.00% | −30−12.4% | Reduced |
| Key Financial Inc | 227 | $57.6K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 234 | $60.0K | 0.00% | +234 | New |
| Ronald Blue Trust, Inc. | 242 | $62.1K | 0.00% | +92+61.3% | Added |
| Clear Street Markets LLC | 247 | $63.4K | 0.02% | +163+194.0% | Added |
| TruNorth Capital Management, LLC | 249 | $63.9K | 0.01% | +249 | New |
| Sentry Investment Management LLC | 268 | $64.0K | 0.04% | −152−36.2% | Reduced |
| City State Bank | 250 | $64.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 266 | $68.2K | 0.02% | +266 | New |
| Advisory Services Network, LLC | 267 | $68.5K | 0.00% | +267 | New |
| Johnson Financial Group, Inc. | 293 | $75.2K | 0.00% | +246+523.4% | Added |
| Quest Partners LLC | 319 | $81.8K | 0.01% | −1,393−81.4% | Reduced |
| Anchor Investment Management, LLC | 322 | $82.6K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 335 | $85.9K | 0.06% | +10+3.1% | Added |
| Piscataqua Savings Bank | 337 | $86.4K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 349 | $89.5K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $91.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 373 | $95.7K | 0.00% | +30+8.7% | Added |
| Hanson & Doremus Investment Management | 373 | $96.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 382 | $98.0K | 0.00% | +249+187.2% | Added |
| CVA Family Office, LLC | 385 | $98.8K | 0.01% | −41−9.6% | Reduced |
| Icon Wealth Advisors, LLC | 390 | $100.0K | 0.01% | −1−0.3% | Reduced |
| NVWM, LLC | 402 | $103.1K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 405 | $103.9K | 0.05% | −5−1.2% | Reduced |
| Arlington Trust Co LLC | 410 | $105.2K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 504 | $110.0K | 0.00% | +81+19.1% | Added |
| Catalyst Capital Advisors LLC | 434 | $111.3K | 0.00% | −19−4.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 458 | $117.5K | 0.05% | +51+12.5% | Added |
| Global Retirement Partners, LLC | 480 | $123.1K | 0.00% | +29+6.4% | Added |
| IFP Advisors, Inc | 544 | $139.6K | 0.00% | −10−1.8% | Reduced |
| Massmutual Trust Co FSB | 545 | $139.8K | 0.00% | +18+3.4% | Added |
| VSM Wealth Advisory, LLC | 550 | $141.1K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 560 | $143.8K | 0.00% | −36−6.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 560 | $143.9K | 0.05% | −49−8.0% | Reduced |
| Bayforest Capital Ltd | 586 | $150.3K | 0.07% | +586 | New |
| Larson Financial Group LLC | 590 | $151.4K | 0.01% | −2,686−82.0% | Reduced |
| Private Trust Co NA | 618 | $158.5K | 0.01% | −202−24.6% | Reduced |
| Group One Trading, L.P. | 660 | $169.3K | 0.01% | +92+16.2% | Added |
| Delta Asset Management LLC | 663 | $170.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 669 | $171.5K | 0.00% | +59+9.7% | Added |
| Penserra Capital Management LLC | 683 | $174.0K | 0.00% | +7+1.0% | Added |
| First Horizon Corp | 679 | $174.2K | 0.01% | +679 | New |
| LRI Investments, LLC | 688 | $176.5K | 0.01% | −80−10.4% | Reduced |