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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 1,975 | $506.6K | 0.02% | +1,975 | New |
| HighPoint Advisor Group LLC | 1,971 | $505.6K | 0.02% | +53+2.8% | Added |
| Davenport & Co LLC | 1,959 | $502.6K | 0.00% | +104+5.6% | Added |
| Ninety One North America, Inc. | 1,958 | $502.3K | 0.02% | −652−25.0% | Reduced |
| Roundview Capital LLC | 1,954 | $501.3K | 0.03% | −40−2.0% | Reduced |
| Manchester Capital Management LLC | 1,935 | $496.4K | 0.07% | +10+0.5% | Added |
| First Manhattan Co | 1,927 | $494.3K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 1,920 | $492.5K | 0.00% | +186+10.7% | Added |
| Horizon Investments, LLC | 1,918 | $492.0K | 0.01% | −20−1.0% | Reduced |
| Everence Capital Management Inc | 1,908 | $489.0K | 0.03% | +648+51.4% | Added |
| Trust Co of Virginia | 1,900 | $487.4K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,897 | $486.6K | 0.01% | +1,897 | New |
| Tema ETFs LLC | 1,879 | $482.0K | 0.04% | +1,879 | New |
| Washington Trust Advisors, Inc. | 1,878 | $481.8K | 0.04% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,845 | $471.6K | 0.02% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,833 | $470.2K | 0.01% | +872+90.7% | Added |
| Sit Investment Associates Inc | 1,830 | $469.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,827 | $468.7K | 0.01% | −122−6.3% | Reduced |
| Bearing Point Capital, LLC | 1,802 | $462.3K | 0.08% | +55+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,762 | $452.0K | 0.00% | +382+27.7% | Added |
| Guggenheim Capital LLC | 1,756 | $450.5K | 0.00% | +187+11.9% | Added |
| Correct Capital Wealth Management | 1,751 | $449.2K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,745 | $448.0K | 0.00% | −56−3.1% | Reduced |
| Merit Financial Group, LLC | 1,740 | $446.3K | 0.00% | +319+22.4% | Added |
| Siemens Fonds Invest GmbH | 1,733 | $444.6K | 0.02% | −44−2.5% | Reduced |
| Norden Group LLC | 1,695 | $434.8K | 0.04% | +687+68.2% | Added |
| Pensionmark Financial Group, LLC | 1,693 | $434.3K | 0.01% | +582+52.4% | Added |
| Portside Wealth Group, LLC | 1,673 | $429.2K | 0.06% | +7+0.4% | Added |
| Bryce Point Capital, LLC | 1,673 | $429.2K | 0.52% | −1,727−50.8% | Reduced |
| Ironwood Investment Counsel, LLC | 1,658 | $425.3K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,643 | $421.4K | 0.01% | +655+66.3% | Added |
| Beacon Pointe Advisors, LLC | 1,631 | $418.5K | 0.00% | −918−36.0% | Reduced |
| Forum Financial Management, LP | 1,629 | $417.9K | 0.01% | +297+22.3% | Added |
| Hancock Whitney Corp | 1,629 | $417.9K | 0.01% | −2−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,612 | $413.5K | 0.01% | −6−0.4% | Reduced |
| Everpar Advisors LLC | 1,608 | $412.5K | 0.16% | −79−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,582 | $406.0K | 0.02% | −148−8.6% | Reduced |
| RSM US Wealth Management LLC | 1,565 | $401.6K | 0.01% | −61−3.8% | Reduced |
| SCS Capital Management LLC | 1,559 | $399.9K | 0.00% | +308+24.6% | Added |
| Warren Averett Asset Management, LLC | 1,558 | $399.7K | 0.00% | +174+12.6% | Added |
| Coldstream Capital Management Inc | 1,533 | $393.3K | 0.01% | +115+8.1% | Added |
| WSFS Capital Management, LLC | 1,523 | $390.7K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,520 | $389.9K | 0.10% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,518 | $389.4K | 0.03% | +5+0.3% | Added |
| Concurrent Investment Advisors, LLC | 1,506 | $386.4K | 0.01% | +105+7.5% | Added |
| Sowell Financial Services LLC | 1,506 | $386.3K | 0.01% | +73+5.1% | 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 |
| Tower Research Capital LLC (TRC) | 1,485 | $380.9K | 0.01% | +13+0.9% | Added |
| GWM Advisors LLC | 1,466 | $376.1K | 0.00% | +136+10.2% | Added |
| Johnson Investment Counsel Inc | 1,451 | $372.2K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,429 | $366.6K | 0.00% | +21+1.5% | Added |
| Personal Cfo Solutions, LLC | 1,428 | $366.2K | 0.06% | +40+2.9% | Added |
| MJP Associates Inc | 1,413 | $362.5K | 0.05% | +1,413 | New |
| Wealth Management Nebraska | 1,399 | $358.9K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,393 | $357.3K | 0.02% | +1+0.1% | Added |
| D.A. Davidson & Co. | 1,391 | $356.9K | 0.00% | −555−28.5% | Reduced |
| Tiaa Trust, National Association | 1,388 | $356.1K | 0.00% | −17−1.2% | Reduced |
| Two Sigma Securities, LLC | 1,383 | $354.8K | 0.05% | +580+72.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,375 | $352.7K | 0.01% | +13+1.0% | Added |
| Savant Capital, LLC | 1,362 | $349.5K | 0.00% | −33−2.4% | Reduced |
| Axxcess Wealth Management, LLC | 1,358 | $348.5K | 0.01% | −37−2.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,459 | $345.3K | 0.02% | −8−0.5% | Reduced |
| BBR Partners, LLC | 1,333 | $342.0K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,331 | $341.4K | 0.03% | +146+12.3% | Added |
| Valeo Financial Advisors, LLC | 1,318 | $338.1K | 0.01% | +42+3.3% | Added |
| Inscription Capital, LLC | 1,313 | $336.9K | 0.04% | +1,313 | New |
| Profund Advisors LLC | 1,301 | $333.7K | 0.01% | −95−6.8% | Reduced |
| Aureus Asset Management, LLC | 1,300 | $333.5K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,299 | $333.3K | 0.01% | −187−12.6% | Reduced |
| TrueWealth Advisors, LLC | 1,289 | $330.7K | 0.09% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,278 | $327.8K | 0.03% | +1,278 | New |
| Optimize Financial Inc | 1,270 | $325.8K | 0.17% | +378+42.4% | Added |
| Nicolet Bankshares Inc | 1,260 | $323.2K | 0.05% | −30−2.3% | Reduced |
| Integrated Advisors Network LLC | 1,237 | $317.4K | 0.01% | +76+6.5% | Added |
| Pitcairn Co | 1,234 | $316.6K | 0.02% | +132+12.0% | Added |
| Palogic Value Management, L.P. | 1,227 | $314.8K | 0.13% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,218 | $313.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,214 | $311.5K | 0.00% | −5−0.4% | Reduced |
| Wealth Alliance | 1,205 | $309.1K | 0.03% | +6+0.5% | Added |
| CWM Advisors, LLC | 1,203 | $308.6K | 0.03% | +89+8.0% | Added |
| Founders Financial Alliance, LLC | 1,185 | $304.0K | 0.06% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,479 | $302.0K | 0.02% | −40−2.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,170 | $300.2K | 0.13% | +2+0.2% | Added |
| S-Bank Fund Management Ltd | 1,162 | $298.1K | 0.04% | −15−1.3% | Reduced |
| WBI Investments | 1,156 | $296.5K | 0.08% | −815−41.3% | Reduced |
| Jump Financial, LLC | 1,137 | $291.7K | 0.00% | +1,137 | New |
| Ostrum Asset Management | 1,136 | $291.4K | 0.01% | −36−3.1% | Reduced |
| IFG Advisory, LLC | 1,136 | $291.4K | 0.01% | +355+45.5% | Added |
| SPG Advisors LLC | 1,135 | $291.2K | 3.35% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,132 | $290.3K | 0.01% | +5+0.4% | Added |
| Koshinski Asset Management, Inc. | 1,129 | $289.6K | 0.02% | +1,129 | New |
| Ameritas Investment Partners, Inc. | 1,128 | $289.4K | 0.01% | −44−3.8% | Reduced |
| Park National Corp | 1,122 | $287.8K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,098 | $281.6K | 0.01% | −91−7.7% | Reduced |
| Rossby Financial, LCC | 1,104 | $280.2K | 0.09% | +254+29.9% | Added |
| Ferguson Wellman Capital Management, Inc | 1,084 | $278.1K | 0.00% | +80+8.0% | Added |
| GSB Wealth Management, LLC | 1,082 | $277.5K | 0.06% | +11+1.0% | Added |
| Brevan Howard Capital Management LP | 1,077 | $276.3K | 0.00% | −17,746−94.3% | Reduced |
| Northeast Investment Management | 1,075 | $275.8K | 0.01% | +1,075 | New |