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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 1,057 | $271.2K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 1,036 | $265.8K | 0.00% | −2−0.2% | Reduced |
| Everett Harris & Co | 1,033 | $265.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,075 | $260.2K | 0.00% | +1,075 | New |
| Index Fund Advisors, Inc. | 1,014 | $260.1K | 0.01% | −1,377−57.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,150 | $257.8K | 0.01% | +230+25.0% | Added |
| Auxier Asset Management | 1,000 | $256.5K | 0.04% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,000 | $256.5K | 0.28% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $256.5K | 0.02% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 992 | $254.5K | 0.20% | −135−12.0% | Reduced |
| Salem Investment Counselors Inc | 986 | $252.9K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 984 | $252.4K | 0.01% | +20+2.1% | Added |
| Smartleaf Asset Management LLC | 984 | $251.6K | 0.02% | +405+69.9% | Added |
| Iams Wealth Management, LLC | 974 | $249.9K | 0.10% | +974 | New |
| Ipswich Investment Management Co., Inc. | 964 | $247.3K | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 943 | $241.9K | 0.02% | +6+0.6% | Added |
| Erste Asset Management GmbH | 946 | $241.8K | 0.00% | −10,834−92.0% | Reduced |
| Acropolis Investment Management, LLC | 926 | $240.2K | 0.01% | −7−0.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 925 | $237.3K | 0.09% | +150+19.4% | Added |
| Cannon Financial Strategists, Inc. | 918 | $235.5K | 0.03% | −2−0.2% | Reduced |
| GTS Securities LLC | 913 | $234.2K | 0.01% | +913 | New |
| Virtue Capital Management, LLC | 912 | $234.0K | 0.05% | +912 | New |
| Checchi Capital Advisers, LLC | 908 | $232.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 904 | $231.9K | 0.03% | +512+130.6% | Added |
| Dorsey & Whitney Trust CO LLC | 903 | $231.6K | 0.01% | +65+7.8% | Added |
| Whittier Trust Co | 972 | $230.0K | 0.00% | −2−0.2% | Reduced |
| Wetherby Asset Management Inc | 889 | $228.1K | 0.01% | +14+1.6% | Added |
| We Are One Seven, LLC | 881 | $226.0K | 0.01% | +102+13.1% | Added |
| Aviso Financial Inc. | 878 | $225.2K | 0.01% | −76−8.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $225.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of the South | 870 | $223.2K | 0.04% | +16+1.9% | Added |
| Benjamin Edwards Inc | 870 | $223.1K | 0.00% | +25+3.0% | Added |
| Patton Fund Management, Inc. | 857 | $219.8K | 0.04% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 855 | $219.3K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 852 | $218.6K | 0.00% | −57−6.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 847 | $217.3K | 0.08% | 00.0% | Unchanged |
| Apeiron RIA LLC | 850 | $215.8K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 837 | $214.7K | 0.01% | +154+22.5% | Added |
| Venture Visionary Partners LLC | 827 | $212.2K | 0.01% | −18−2.1% | Reduced |
| Diversified Trust Co | 823 | $211.1K | 0.00% | +22+2.7% | Added |
| Chilton Investment Co LLC | 820 | $210.4K | 0.00% | +820 | New |
| Howard Capital Management Inc. | 815 | $209.1K | 0.00% | +24+3.0% | Added |
| Phoenix Holdings Ltd. | 815 | $209.1K | 0.00% | +815 | New |
| Grange Capital, LLC | 814 | $208.8K | 0.20% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 812 | $208.3K | 0.00% | +5+0.6% | Added |
| Aspen Grove Capital, LLC | 812 | $208.3K | 0.04% | +812 | New |
| International Assets Investment Management, LLC | 788 | $208.0K | 0.02% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 805 | $206.5K | 0.18% | +805 | New |
| Atlantic Trust, LLC | 805 | $206.5K | 0.04% | +19+2.4% | Added |
| Citizens Financial Group Inc | 800 | $205.2K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 800 | $205.2K | 0.08% | +16+2.0% | Added |
| Teramo Advisors, LLC | 794 | $203.7K | 0.07% | 00.0% | Unchanged |
| Conning Inc. | 792 | $203.2K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 791 | $202.9K | 0.01% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 791 | $202.9K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 738 | $189.3K | 0.00% | +738 | New |
| Whittier Trust Co of Nevada Inc | 753 | $178.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 688 | $176.5K | 0.01% | −80−10.4% | Reduced |
| First Horizon Corp | 679 | $174.2K | 0.01% | +679 | New |
| Penserra Capital Management LLC | 683 | $174.0K | 0.00% | +7+1.0% | Added |
| Farther Finance Advisors, LLC | 669 | $171.5K | 0.00% | +59+9.7% | Added |
| Delta Asset Management LLC | 663 | $170.1K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 660 | $169.3K | 0.01% | +92+16.2% | Added |
| Private Trust Co NA | 618 | $158.5K | 0.01% | −202−24.6% | Reduced |
| Larson Financial Group LLC | 590 | $151.4K | 0.01% | −2,686−82.0% | Reduced |
| Bayforest Capital Ltd | 586 | $150.3K | 0.07% | +586 | New |
| Pension & Wealth Management Advisors, Inc. | 560 | $143.9K | 0.05% | −49−8.0% | Reduced |
| Parallel Advisors, LLC | 560 | $143.8K | 0.00% | −36−6.0% | Reduced |
| VSM Wealth Advisory, LLC | 550 | $141.1K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 545 | $139.8K | 0.00% | +18+3.4% | Added |
| IFP Advisors, Inc | 544 | $139.6K | 0.00% | −10−1.8% | Reduced |
| Global Retirement Partners, LLC | 480 | $123.1K | 0.00% | +29+6.4% | Added |
| Cary Street Partner Investment Advisory LLC | 458 | $117.5K | 0.05% | +51+12.5% | Added |
| Catalyst Capital Advisors LLC | 434 | $111.3K | 0.00% | −19−4.2% | Reduced |
| Ofi Invest Asset Management | 504 | $110.0K | 0.00% | +81+19.1% | Added |
| Arlington Trust Co LLC | 410 | $105.2K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 405 | $103.9K | 0.05% | −5−1.2% | Reduced |
| NVWM, LLC | 402 | $103.1K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 390 | $100.0K | 0.01% | −1−0.3% | Reduced |
| CVA Family Office, LLC | 385 | $98.8K | 0.01% | −41−9.6% | Reduced |
| Zions Bancorporation, National Association | 382 | $98.0K | 0.00% | +249+187.2% | Added |
| Hanson & Doremus Investment Management | 373 | $96.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 373 | $95.7K | 0.00% | +30+8.7% | Added |
| DT Investment Partners, LLC | 355 | $91.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 349 | $89.5K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $86.4K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 335 | $85.9K | 0.06% | +10+3.1% | Added |
| Anchor Investment Management, LLC | 322 | $82.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 319 | $81.8K | 0.01% | −1,393−81.4% | Reduced |
| Johnson Financial Group, Inc. | 293 | $75.2K | 0.00% | +246+523.4% | Added |
| Advisory Services Network, LLC | 267 | $68.5K | 0.00% | +267 | New |
| Mascoma Wealth Management LLC | 266 | $68.2K | 0.02% | +266 | New |
| City State Bank | 250 | $64.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 268 | $64.0K | 0.04% | −152−36.2% | Reduced |
| TruNorth Capital Management, LLC | 249 | $63.9K | 0.01% | +249 | New |
| Clear Street Markets LLC | 247 | $63.4K | 0.02% | +163+194.0% | Added |
| Ronald Blue Trust, Inc. | 242 | $62.1K | 0.00% | +92+61.3% | Added |
| Root Financial Partners, LLC | 234 | $60.0K | 0.00% | +234 | New |
| Key Financial Inc | 227 | $57.6K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 212 | $54.4K | 0.00% | −30−12.4% | Reduced |