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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 1,391 | $356.9K | 0.00% | −555−28.5% | Reduced |
| Strategic Blueprint, LLC | 1,393 | $357.3K | 0.02% | +1+0.1% | Added |
| Wealth Management Nebraska | 1,399 | $358.9K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 1,413 | $362.5K | 0.05% | +1,413 | New |
| Personal Cfo Solutions, LLC | 1,428 | $366.2K | 0.06% | +40+2.9% | Added |
| Williams Jones Wealth Management, LLC. | 1,429 | $366.6K | 0.00% | +21+1.5% | Added |
| Johnson Investment Counsel Inc | 1,451 | $372.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,466 | $376.1K | 0.00% | +136+10.2% | Added |
| Tower Research Capital LLC (TRC) | 1,485 | $380.9K | 0.01% | +13+0.9% | Added |
| Washington Trust Co | 1,500 | $384.8K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $384.8K | 0.22% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,506 | $386.3K | 0.01% | +73+5.1% | Added |
| Concurrent Investment Advisors, LLC | 1,506 | $386.4K | 0.01% | +105+7.5% | Added |
| SNS Financial Group, LLC | 1,518 | $389.4K | 0.03% | +5+0.3% | Added |
| Burt Wealth Advisors | 1,520 | $389.9K | 0.10% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,523 | $390.7K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,533 | $393.3K | 0.01% | +115+8.1% | Added |
| Warren Averett Asset Management, LLC | 1,558 | $399.7K | 0.00% | +174+12.6% | Added |
| SCS Capital Management LLC | 1,559 | $399.9K | 0.00% | +308+24.6% | Added |
| RSM US Wealth Management LLC | 1,565 | $401.6K | 0.01% | −61−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,582 | $406.0K | 0.02% | −148−8.6% | Reduced |
| Everpar Advisors LLC | 1,608 | $412.5K | 0.16% | −79−4.7% | Reduced |
| Bragg Financial Advisors, Inc | 1,612 | $413.5K | 0.01% | −6−0.4% | Reduced |
| Hancock Whitney Corp | 1,629 | $417.9K | 0.01% | −2−0.1% | Reduced |
| Forum Financial Management, LP | 1,629 | $417.9K | 0.01% | +297+22.3% | Added |
| Beacon Pointe Advisors, LLC | 1,631 | $418.5K | 0.00% | −918−36.0% | Reduced |
| Principal Securities, Inc. | 1,643 | $421.4K | 0.01% | +655+66.3% | Added |
| Ironwood Investment Counsel, LLC | 1,658 | $425.3K | 0.06% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 1,673 | $429.2K | 0.52% | −1,727−50.8% | Reduced |
| Portside Wealth Group, LLC | 1,673 | $429.2K | 0.06% | +7+0.4% | Added |
| Pensionmark Financial Group, LLC | 1,693 | $434.3K | 0.01% | +582+52.4% | Added |
| Norden Group LLC | 1,695 | $434.8K | 0.04% | +687+68.2% | Added |
| Siemens Fonds Invest GmbH | 1,733 | $444.6K | 0.02% | −44−2.5% | Reduced |
| Merit Financial Group, LLC | 1,740 | $446.3K | 0.00% | +319+22.4% | Added |
| Ci Investments Inc. | 1,745 | $448.0K | 0.00% | −56−3.1% | Reduced |
| Correct Capital Wealth Management | 1,751 | $449.2K | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,756 | $450.5K | 0.00% | +187+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,762 | $452.0K | 0.00% | +382+27.7% | Added |
| Bearing Point Capital, LLC | 1,802 | $462.3K | 0.08% | +55+3.1% | Added |
| Independent Advisor Alliance | 1,827 | $468.7K | 0.01% | −122−6.3% | Reduced |
| Sit Investment Associates Inc | 1,830 | $469.0K | 0.01% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,833 | $470.2K | 0.01% | +872+90.7% | Added |
| Canada Post Corp Registered Pension Plan | 1,845 | $471.6K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,878 | $481.8K | 0.04% | 00.0% | Unchanged |
| Tema ETFs LLC | 1,879 | $482.0K | 0.04% | +1,879 | New |
| RFG Advisory, LLC | 1,897 | $486.6K | 0.01% | +1,897 | New |
| Trust Co of Virginia | 1,900 | $487.4K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,908 | $489.0K | 0.03% | +648+51.4% | Added |
| Horizon Investments, LLC | 1,918 | $492.0K | 0.01% | −20−1.0% | Reduced |
| Greenleaf Trust | 1,920 | $492.5K | 0.00% | +186+10.7% | Added |
| First Manhattan Co | 1,927 | $494.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,935 | $496.4K | 0.07% | +10+0.5% | Added |
| Roundview Capital LLC | 1,954 | $501.3K | 0.03% | −40−2.0% | Reduced |
| Ninety One North America, Inc. | 1,958 | $502.3K | 0.02% | −652−25.0% | Reduced |
| Davenport & Co LLC | 1,959 | $502.6K | 0.00% | +104+5.6% | Added |
| HighPoint Advisor Group LLC | 1,971 | $505.6K | 0.02% | +53+2.8% | Added |
| Catalytic Wealth RIA, LLC | 1,975 | $506.6K | 0.02% | +1,975 | New |
| Parkside Financial Bank & Trust | 1,980 | $507.9K | 0.04% | +1,754+776.1% | Added |
| Jane Street Group, LLC | 1,998 | $512.5K | 0.00% | −26,410−93.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,001 | $513.3K | 0.01% | +1,823+1,024.2% | Added |
| Inceptionr LLC | 2,009 | $515.4K | 0.12% | −3,460−63.3% | Reduced |
| HM Payson & Co | 2,022 | $518.7K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,023 | $519.0K | 0.01% | +472+30.4% | Added |
| Clearstead Advisors, LLC | 2,071 | $531.3K | 0.01% | −107−4.9% | Reduced |
| Ieq Capital, LLC | 2,080 | $533.5K | 0.00% | +925+80.1% | Added |
| NWF Advisory Services Inc. | 2,087 | $535.4K | 0.06% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,089 | $535.9K | 0.22% | +221+11.8% | Added |
| Janney Capital Management LLC | 2,100 | $539.0K | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,113 | $542.0K | 0.02% | −417−16.5% | Reduced |
| Heritage Family Offices, LLP | 2,126 | $545.3K | 0.25% | +57+2.8% | Added |
| Meeder Advisory Services, Inc. | 2,127 | $545.7K | 0.03% | −1,013−32.3% | Reduced |
| Hilltop Holdings Inc. | 2,137 | $548.2K | 0.03% | +483+29.2% | Added |
| Trust Co of Vermont | 2,169 | $556.4K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 2,212 | $567.4K | 0.04% | −363−14.1% | Reduced |
| Peapack Gladstone Financial Corp | 2,224 | $570.0K | 0.01% | +500+29.0% | Added |
| Ballentine Partners, LLC | 2,247 | $576.4K | 0.01% | −60−2.6% | Reduced |
| FORA Capital, LLC | 2,264 | $580.8K | 0.10% | −590−20.7% | Reduced |
| Essex Financial Services, Inc. | 2,287 | $586.7K | 0.04% | +18+0.8% | Added |
| Ossiam | 2,326 | $596.7K | 0.01% | −121−4.9% | Reduced |
| Syon Capital LLC | 2,368 | $607.5K | 0.03% | +662+38.8% | Added |
| MUFG Securities EMEA plc | 2,370 | $608.0K | 0.02% | +2,005+549.3% | Added |
| J.W. Cole Advisors, Inc. | 2,381 | $610.8K | 0.01% | −60−2.5% | Reduced |
| Vontobel Holding Ltd. | 2,387 | $612.3K | 0.00% | −24−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 2,425 | $622.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,434 | $624.4K | 0.01% | −1,698−41.1% | Reduced |
| Vise Technologies, Inc. | 2,441 | $626.1K | 0.02% | −217−8.2% | Reduced |
| Vestcor Inc | 2,452 | $629.0K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,455 | $629.8K | 0.04% | −30−1.2% | Reduced |
| Quadrant Capital Group LLC | 2,462 | $631.6K | 0.02% | −226−8.4% | Reduced |
| Midwest Trust Co | 2,470 | $633.6K | 0.01% | +3+0.1% | Added |
| Bowen Hanes & Co Inc | 2,486 | $637.7K | 0.02% | 00.0% | Unchanged |
| Doheny Asset Management | 2,500 | $641.0K | 0.41% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,501 | $641.6K | 0.01% | +2,472+8,524.1% | Added |
| Strategy Asset Managers LLC | 2,518 | $646.0K | 0.12% | +5+0.2% | Added |
| Athena Investment Management | 2,548 | $653.6K | 0.34% | −34−1.3% | Reduced |
| Prudential PLC | 2,574 | $660.3K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,585 | $663.1K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,605 | $668.3K | 0.00% | −4,918−65.4% | Reduced |
| PFC Capital Group, Inc. | 2,617 | $671.0K | 0.28% | −34−1.3% | Reduced |
| Atomi Financial Group, Inc. | 2,619 | $671.8K | 0.02% | −180−6.4% | Reduced |