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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 210 | $53.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 198 | $50.8K | 0.02% | −31−13.5% | Reduced |
| Harbour Investments, Inc. | 190 | $48.7K | 0.00% | +3+1.6% | Added |
| Optiver Holding B.V. | 182 | $46.7K | 0.00% | +182 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $46.2K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 173 | $44.4K | 0.00% | +85+96.6% | Added |
| Horizon Financial Services, LLC | 172 | $44.1K | 0.02% | +172 | New |
| St Germain D J Co Inc | 156 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 152 | $38.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 150 | $38.5K | 0.00% | +1+0.7% | Added |
| Binnacle Investments Inc | 144 | $36.9K | 0.02% | −55−27.6% | Reduced |
| Meeder Asset Management Inc | 143 | $36.7K | 0.00% | +125+694.4% | Added |
| High Note Wealth, LLC | 137 | $35.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 137 | $35.1K | 0.00% | +137 | New |
| State of Wyoming | 136 | $34.9K | 0.00% | +5+3.8% | Added |
| Bryn Mawr Trust Co | 132 | $33.9K | 0.00% | −943−87.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 131 | $33.6K | 0.02% | +131 | New |
| Generali Asset Management SPA SGR | 129 | $33.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 128 | $32.8K | 0.00% | +58+82.9% | Added |
| Caldwell Trust Co | 126 | $32.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 126 | $32.0K | 0.00% | +17+15.6% | Added |
| Capital Advisors, Ltd. LLC | 119 | $31.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $30.2K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 113 | $29.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 111 | $28.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 107 | $27.6K | 0.00% | −11−9.3% | Reduced |
| Evelyn Partners Investment Management LLP | 105 | $26.9K | 0.00% | −49−31.8% | Reduced |
| Smithfield Trust Co | 99 | $26.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| SJS Investment Consulting Inc. | 94 | $24.1K | 0.00% | +88+1,466.7% | Added |
| True Wealth Design, LLC | 90 | $23.1K | 0.01% | +81+900.0% | 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 |
| Bank of Jackson Hole Trust | 86 | $22.1K | 0.01% | +36+72.0% | Added |
| Farmers & Merchants Investments Inc | 84 | $21.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 81 | $20.8K | 0.01% | +2+2.5% | Added |
| Geneos Wealth Management Inc. | 80 | $20.5K | 0.00% | −321−80.0% | Reduced |
| GW&K Investment Management, LLC | 79 | $20.0K | 0.00% | −1,316−94.3% | Reduced |
| Bokf, NA | 76 | $19.5K | 0.00% | −15−16.5% | Reduced |
| Eastern Bank | 76 | $19.5K | 0.00% | +35+85.4% | Added |
| Essential Partners LLC | 73 | $18.7K | 0.01% | +62+563.6% | Added |
| Covestor Ltd | 65 | $17.0K | 0.01% | −296−82.0% | Reduced |
| Bell Investment Advisors, Inc | 64 | $16.4K | 0.00% | −2−3.0% | Reduced |
| AdvisorNet Financial, Inc | 63 | $16.2K | 0.00% | +24+61.5% | Added |
| Salomon & Ludwin, LLC | 67 | $15.9K | 0.00% | +67 | New |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $15.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 59 | $15.1K | 0.00% | +6+11.3% | Added |
| Grove Bank & Trust | 58 | $14.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 55 | $14.0K | 0.00% | +28+103.7% | Added |
| McIlrath & Eck, LLC | 53 | $13.6K | 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 |
| DAGCO, Inc. | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $10.0K | 0.00% | −4−9.3% | Reduced |
| Fortitude Family Office, LLC | 37 | $9.49K | 0.00% | −1−2.6% | Reduced |
| First Financial Corp | 35 | $8.98K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $8.72K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 34 | $8.49K | 0.00% | +34 | New |
| Rational Advisors LLC | 33 | $8.46K | 0.00% | −3−8.3% | Reduced |
| WPG Advisers, LLC | 33 | $8.46K | 0.01% | −2−5.7% | Reduced |
| Millstone Evans Group, LLC | 33 | $8.46K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 33 | $8.46K | 0.00% | +33 | New |
| Quent Capital, LLC | 33 | $8.46K | 0.00% | +33 | New |
| Creative Financial Designs Inc | 32 | $8.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $7.44K | 0.00% | +18+163.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 28 | $7.18K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 28 | $7.18K | 0.00% | +28 | New |
| Hantz Financial Services, Inc. | 26 | $7.00K | 0.00% | +7+36.8% | Added |
| CoreCap Advisors, LLC | 27 | $6.93K | 0.00% | −11−28.9% | Reduced |
| Palisade Asset Management, LLC | 27 | $6.93K | 0.00% | +27 | New |
| FSA Wealth Management LLC | 27 | $6.93K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $6.93K | 0.00% | +15+125.0% | Added |
| Cape Investment Advisory, Inc. | 26 | $6.67K | 0.01% | −195−88.2% | Reduced |
| Howard Hughes Medical Institute | 26 | $6.67K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 26 | $6.67K | 0.02% | +26 | New |
| Vermillion Wealth Management, Inc. | 25 | $6.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $6.22K | 0.00% | +2+9.1% | Added |
| South State Corp. | 24 | $6.16K | 0.00% | −17−41.5% | Reduced |
| Wolff Wiese Magana LLC | 24 | $6.16K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $6.16K | 0.00% | +23+2,300.0% | Added |
| Avion Wealth | 26 | $6.00K | 0.00% | −2−7.1% | Reduced |
| Truvestments Capital LLC | 22 | $5.64K | 0.00% | +22 | New |
| Nemes Rush Group LLC | 21 | $5.42K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $5.40K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $5.39K | 0.00% | +1+5.0% | Added |
| Leonteq Securities AG | 21 | $5.39K | 0.00% | +3+16.7% | Added |
| Harbor Investment Advisory, LLC | 21 | $5.39K | 0.00% | +5+31.3% | Added |
| Cornerstone Planning Group LLC | 25 | $5.29K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $4.36K | 0.01% | 00.0% | Unchanged |
| Motco | 17 | $4.36K | 0.00% | −1−5.6% | Reduced |
| Ameriflex Group, Inc. | 16 | $4.10K | 0.00% | −87−84.5% | Reduced |
| Concord Wealth Partners | 16 | $4.10K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $4.10K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Central Trust Co | 15 | $3.85K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $3.85K | 0.00% | +1+7.1% | Added |