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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 528 | $114.6K | 0.00% | +48+10.0% | Added |
| Los Angeles Capital Management LLC | 550 | $116.3K | 0.00% | +550 | New |
| VSM Wealth Advisory, LLC | 550 | $119.3K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 576 | $125.0K | 0.00% | −1,425−71.2% | Reduced |
| Parallel Advisors, LLC | 586 | $127.2K | 0.00% | +26+4.6% | Added |
| Private Trust Co NA | 597 | $129.5K | 0.01% | −21−3.4% | Reduced |
| IFP Advisors, Inc | 628 | $136.3K | 0.00% | +84+15.4% | Added |
| Delta Asset Management LLC | 663 | $143.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 669 | $144.0K | 0.00% | −14−2.0% | Reduced |
| LRI Investments, LLC | 676 | $146.7K | 0.01% | −12−1.7% | Reduced |
| Ofi Invest Asset Management | 817 | $150.9K | 0.00% | +313+62.1% | Added |
| Whittier Trust Co of Nevada Inc | 753 | $159.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 749 | $162.5K | 0.01% | −88−10.5% | Reduced |
| Aviso Financial Inc. | 766 | $166.2K | 0.01% | −112−12.8% | Reduced |
| Zions Bancorporation, National Association | 767 | $166.4K | 0.01% | +385+100.8% | Added |
| Dara Capital US, Inc. | 790 | $171.4K | 0.15% | +790 | New |
| Westpac Banking Corp | 791 | $171.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 852 | $184.9K | 0.01% | −284−25.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $190.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 903 | $195.9K | 0.00% | −3,550−79.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 925 | $200.7K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 926 | $200.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 928 | $201.3K | 0.00% | +259+38.7% | Added |
| Smartleaf Asset Management LLC | 919 | $203.0K | 0.01% | −65−6.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 938 | $204.0K | 0.05% | +938 | New |
| Whittier Trust Co | 965 | $204.8K | 0.00% | −7−0.7% | Reduced |
| Everpar Advisors LLC | 945 | $205.0K | 0.08% | −663−41.2% | Reduced |
| Kera Capital Partners, Inc. | 1,022 | $205.8K | 0.03% | +1,022 | New |
| Phoenix Holdings Ltd. | 953 | $206.8K | 0.00% | +138+16.9% | Added |
| Verity Asset Management, Inc. | 956 | $207.3K | 0.09% | −1,730−64.4% | Reduced |
| Perigon Wealth Management, LLC | 963 | $208.8K | 0.00% | +151+18.6% | Added |
| Virtue Capital Management, LLC | 979 | $209.5K | 0.03% | +67+7.3% | Added |
| Frank, Rimerman Advisors LLC | 967 | $209.8K | 0.01% | +24+2.5% | Added |
| Sage Mountain Advisors LLC | 967 | $209.8K | 0.01% | +967 | New |
| Krilogy Financial LLC | 990 | $212.3K | 0.01% | +990 | New |
| Ci Investments Inc. | 980 | $212.6K | 0.00% | −765−43.8% | Reduced |
| Salem Investment Counselors Inc | 986 | $213.9K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 987 | $214.2K | 0.02% | +987 | New |
| Brown Brothers Harriman & Co | 993 | $215.5K | 0.00% | −1,953−66.3% | Reduced |
| Auxier Asset Management | 1,000 | $217.0K | 0.03% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,000 | $217.0K | 0.25% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,004 | $217.8K | 0.00% | −80−7.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,006 | $218.3K | 0.01% | +103+11.4% | Added |
| Index Fund Advisors, Inc. | 1,013 | $219.8K | 0.01% | −1−0.1% | Reduced |
| Skopos Labs, Inc. | 1,001 | $222.1K | 0.01% | +1,001 | New |
| Everett Harris & Co | 1,033 | $224.1K | 0.00% | 00.0% | Unchanged |
| Altar Rock LLC | 1,039 | $225.4K | 0.27% | +1,039 | New |
| Patton Fund Management, Inc. | 1,042 | $226.1K | 0.03% | +185+21.6% | Added |
| Goldstein Advisors, LLC | 1,042 | $226.1K | 0.03% | +1,042 | New |
| Glenview Trust Co | 1,050 | $227.8K | 0.00% | +14+1.4% | Added |
| Pensionmark Financial Group, LLC | 1,054 | $228.8K | 0.00% | −639−37.7% | Reduced |
| Panagora Asset Management Inc | 1,057 | $229.3K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 1,062 | $230.4K | 0.01% | +1,062 | New |
| IFG Advisory, LLC | 1,063 | $230.7K | 0.01% | −73−6.4% | Reduced |
| Integrated Advisors Network LLC | 1,070 | $232.2K | 0.01% | −167−13.5% | Reduced |
| SCS Capital Management LLC | 1,071 | $232.4K | 0.00% | −488−31.3% | Reduced |
| TruNorth Capital Management, LLC | 1,072 | $232.6K | 0.04% | +823+330.5% | Added |
| Northeast Investment Management | 1,073 | $232.8K | 0.01% | −2−0.2% | Reduced |
| RMB Capital Management, LLC | 1,087 | $235.9K | 0.00% | +1,087 | New |
| Park National Corp | 1,095 | $237.6K | 0.01% | −27−2.4% | Reduced |
| Profund Advisors LLC | 1,103 | $239.3K | 0.01% | −198−15.2% | Reduced |
| Wealth Alliance | 1,106 | $240.0K | 0.02% | −99−8.2% | Reduced |
| StoneX Group Inc. | 1,106 | $241.0K | 0.01% | +1,106 | New |
| Koshinski Asset Management, Inc. | 1,122 | $243.5K | 0.02% | −7−0.6% | Reduced |
| S-Bank Fund Management Ltd | 1,127 | $244.5K | 0.03% | −35−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,128 | $244.8K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,133 | $245.9K | 0.01% | +1+0.1% | Added |
| GTS Securities LLC | 1,139 | $247.1K | 0.01% | +226+24.8% | Added |
| Spirepoint Private Client, LLC | 1,162 | $252.1K | 0.02% | −116−9.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,173 | $254.5K | 0.11% | +3+0.3% | Added |
| Cigna Investments Inc | 1,187 | $258.0K | 0.04% | −31−2.5% | Reduced |
| Oak Barrel Wealth Advisory LLC | 1,191 | $258.4K | 0.15% | +1,191 | New |
| Johnson Investment Counsel Inc | 1,201 | $260.6K | 0.00% | −250−17.2% | Reduced |
| Axxcess Wealth Management, LLC | 1,201 | $260.7K | 0.00% | −157−11.6% | Reduced |
| Armistice Capital, LLC | 1,202 | $260.8K | 0.01% | +1,202 | New |
| Savant Capital, LLC | 1,202 | $260.9K | 0.00% | −160−11.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,257 | $272.7K | 0.01% | +1,257 | New |
| Nicolet Bankshares Inc | 1,260 | $273.4K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,264 | $274.3K | 0.00% | −35−2.7% | Reduced |
| BIP Wealth, LLC | 1,270 | $275.6K | 0.01% | +1,270 | New |
| Modera Wealth Management, LLC | 1,276 | $276.9K | 0.00% | +62+5.1% | Added |
| OpenArc Corporate Advisory, LLC | 1,285 | $278.8K | 0.00% | +1,285 | New |
| Optimize Financial Inc | 1,286 | $279.0K | 0.14% | +16+1.3% | Added |
| Portside Wealth Group, LLC | 1,287 | $279.3K | 0.04% | −386−23.1% | Reduced |
| TrueWealth Advisors, LLC | 1,289 | $279.7K | 0.07% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,293 | $280.6K | 0.03% | +1,293 | New |
| Fifth Third Wealth Advisors LLC | 1,296 | $281.2K | 0.01% | −79−5.7% | Reduced |
| Resources Investment Advisors, LLC. | 1,298 | $281.6K | 0.00% | +1,298 | New |
| Aureus Asset Management, LLC | 1,300 | $282.1K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,322 | $286.8K | 0.00% | +1,322 | New |
| BBR Partners, LLC | 1,333 | $289.2K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,333 | $289.2K | 0.01% | +349+35.5% | Added |
| Applied Finance Capital Management, LLC | 1,337 | $290.1K | 0.02% | −875−39.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,358 | $294.7K | 0.00% | −71−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,358 | $294.7K | 0.01% | +40+3.0% | Added |
| Tiaa Trust, National Association | 1,366 | $296.4K | 0.00% | −22−1.6% | Reduced |
| D.A. Davidson & Co. | 1,375 | $298.4K | 0.00% | −16−1.2% | Reduced |
| Riverwater Partners LLC | 1,381 | $299.6K | 0.12% | −708−33.9% | Reduced |
| Intech Investment Management LLC | 1,393 | $302.3K | 0.00% | −1,851−57.1% | Reduced |