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, Q4 2025
Institutional positions in Equifax Inc as of Dec 31, 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
- 896
- +53 vs. Q3 2025
- Shares held
- 116.7M
- −4.05M (−3.4%) vs. Q3 2025
- Total value
- $25.4B
- −$5.60B (−18.1%) vs. Q3 2025
- New holders
- 160
- 278 more added
- Sold out
- 107
- 315 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 53 | $11.5K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 11,934 | $11.9K | 0.01% | +11,934 | New |
| Private Wealth Management Group, LLC | 59 | $12.8K | 0.00% | −28−32.2% | Reduced |
| Elyxium Wealth, LLC | 59 | $12.8K | 0.00% | +59 | New |
| Ares Financial Consulting, LLC | 59 | $12.8K | 0.01% | +59 | New |
| N.E.W. Advisory Services LLC | 63 | $13.7K | 0.00% | −50−44.2% | Reduced |
| Bayban | 63 | $13.7K | 0.01% | +63 | New |
| AdvisorNet Financial, Inc | 64 | $13.9K | 0.00% | +1+1.6% | Added |
| Covestor Ltd | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 65 | $14.3K | 0.00% | +50+333.3% | Added |
| Activest Wealth Management | 71 | $15.4K | 0.00% | +44+163.0% | Added |
| Entrust Financial LLC | 73 | $15.8K | 0.01% | +73 | New |
| GW&K Investment Management, LLC | 72 | $16.0K | 0.00% | −7−8.9% | Reduced |
| Johnson Financial Group, Inc. | 75 | $16.3K | 0.00% | −218−74.4% | Reduced |
| South State Corp. | 75 | $16.3K | 0.00% | +51+212.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 79 | $17.1K | 0.00% | +46+139.4% | Added |
| Salomon & Ludwin, LLC | 78 | $17.2K | 0.00% | +11+16.4% | Added |
| Geneos Wealth Management Inc. | 80 | $17.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 81 | $17.6K | 0.00% | −1,385−94.5% | Reduced |
| Spire Wealth Management | 81 | $17.6K | 0.00% | −47−36.7% | Reduced |
| Raffa Wealth Management, LLC | 81 | $17.6K | 0.00% | −19−19.0% | Reduced |
| Farmers & Merchants Investments Inc | 84 | $18.2K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 85 | $18.8K | 0.02% | +85 | New |
| eCIO, Inc. | 87 | $18.9K | 0.01% | +87 | New |
| Bank of Jackson Hole Trust | 90 | $19.5K | 0.01% | +4+4.7% | Added |
| ORG Partners LLC | 92 | $19.9K | 0.00% | +33+55.9% | Added |
| Essential Partners LLC | 92 | $20.0K | 0.01% | +19+26.0% | Added |
| Country Trust Bank | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 105 | $22.8K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 107 | $23.2K | 0.01% | +107 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 110 | $23.9K | 0.00% | +23+26.4% | Added |
| Smithfield Trust Co | 111 | $24.0K | 0.00% | +12+12.1% | Added |
| Addison Advisors LLC | 111 | $24.1K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 111 | $24.1K | 0.00% | +35+46.1% | Added |
| Cullen/Frost Bankers, Inc. | 113 | $24.5K | 0.00% | +113 | New |
| Ameriflex Group, Inc. | 114 | $24.8K | 0.01% | +98+612.5% | Added |
| Glen Eagle Advisors, LLC | 118 | $25.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 118 | $25.6K | 0.00% | +118 | New |
| Reflection Asset Management | 119 | $25.8K | 0.02% | +119 | New |
| Capital Advisors, Ltd. LLC | 119 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 125 | $27.1K | 0.00% | −7−5.3% | Reduced |
| Caldwell Trust Co | 126 | $27.3K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 133 | $28.9K | 0.00% | +4+3.1% | Added |
| Lodestone Wealth Management LLC | 134 | $29.1K | 0.01% | +134 | New |
| MV Capital Management, Inc. | 143 | $31.0K | 0.00% | −7−4.7% | Reduced |
| High Note Wealth, LLC | 145 | $31.5K | 0.01% | +8+5.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 148 | $32.1K | 0.00% | +148 | New |
| True Wealth Design, LLC | 148 | $32.1K | 0.01% | +58+64.4% | Added |
| Harbour Investments, Inc. | 151 | $32.8K | 0.00% | −39−20.5% | Reduced |
| DV Trading LLC | 160 | $34.7K | 0.00% | +160 | New |
| SJS Investment Consulting Inc. | 162 | $35.2K | 0.00% | +68+72.3% | Added |
| Quarry LP | 165 | $35.8K | 0.01% | +165 | New |
| Quantbot Technologies LP | 166 | $36.0K | 0.00% | +166 | New |
| Horizon Financial Services, LLC | 172 | $37.3K | 0.02% | 00.0% | Unchanged |
| DV Equities, LLC | 172 | $37.3K | 0.01% | +172 | New |
| Adirondack Trust Co | 180 | $39.1K | 0.01% | −18−9.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $39.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 181 | $39.3K | 0.01% | −66−26.7% | Reduced |
| Hantz Financial Services, Inc. | 190 | $41.0K | 0.00% | +164+630.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 198 | $43.0K | 0.00% | +198 | New |
| Meramec Financial Planners, LLC | 228 | $44.6K | 0.02% | +228 | New |
| Osterweis Capital Management Inc | 210 | $45.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 212 | $46.0K | 0.01% | +212 | New |
| Bayforest Capital Ltd | 218 | $47.3K | 0.04% | −368−62.8% | Reduced |
| Cape Investment Advisory, Inc. | 226 | $49.0K | 0.02% | +200+769.2% | Added |
| Key Financial Inc | 227 | $49.3K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 231 | $50.1K | 0.00% | +19+9.0% | Added |
| Group One Trading, L.P. | 237 | $51.4K | 0.00% | −423−64.1% | Reduced |
| Walleye Capital LLC | 245 | $53.2K | 0.00% | +72+41.6% | Added |
| City State Bank | 250 | $54.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 255 | $55.3K | 0.00% | +21+9.0% | Added |
| Mascoma Wealth Management LLC | 266 | $57.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 268 | $58.0K | 0.04% | 00.0% | Unchanged |
| PEAK6 LLC | 295 | $64.0K | 0.00% | −11,997−97.6% | Reduced |
| Rossby Financial, LCC | 297 | $64.5K | 0.02% | −807−73.1% | Reduced |
| Larson Financial Group LLC | 303 | $65.7K | 0.00% | −287−48.6% | Reduced |
| Ancora Advisors, LLC | 312 | $67.6K | 0.00% | +160+105.3% | Added |
| Umb Bank N A | 319 | $69.2K | 0.00% | −54−14.5% | Reduced |
| SageView Advisory Group, LLC | 319 | $69.2K | 0.00% | +319 | New |
| Anchor Investment Management, LLC | 322 | $69.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 347 | $75.3K | 0.05% | +10+3.0% | Added |
| Cromwell Holdings LLC | 347 | $75.3K | 0.04% | −2−0.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 286 | $76.6K | 0.01% | +286 | New |
| DT Investment Partners, LLC | 355 | $77.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 357 | $77.5K | 0.05% | +22+6.6% | Added |
| Pflug Koory, LLC | 365 | $79.2K | 0.04% | −40−9.9% | Reduced |
| EFG International AG | 366 | $79.4K | 0.00% | +366 | New |
| CVA Family Office, LLC | 371 | $80.5K | 0.01% | −14−3.6% | Reduced |
| Hanson & Doremus Investment Management | 373 | $81.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 404 | $87.7K | 0.02% | +2+0.5% | Added |
| State of Wyoming | 408 | $88.5K | 0.01% | +272+200.0% | Added |
| Ronald Blue Trust, Inc. | 409 | $88.7K | 0.00% | +167+69.0% | Added |
| Cary Street Partner Investment Advisory LLC | 417 | $90.5K | 0.02% | −41−9.0% | Reduced |
| Massmutual Trust Co FSB | 418 | $90.7K | 0.00% | −127−23.3% | Reduced |
| Sit Investment Associates Inc | 435 | $94.0K | 0.00% | −1,395−76.2% | Reduced |
| Lloyd Advisory Services, LLC. | 438 | $95.1K | 0.04% | +438 | New |
| Pension & Wealth Management Advisors, Inc. | 451 | $97.9K | 0.03% | −109−19.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 457 | $99.2K | 0.04% | +457 | New |
| Atlantic Trust, LLC | 460 | $99.8K | 0.02% | −345−42.9% | Reduced |