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 | 760 | $29.3B |
| Q1 2024 | 769 | $31.6B |
| Q4 2023 | 729 | $29.5B |
| Q3 2023 | 670 | $21.7B |
| Q2 2023 | 686 | $28.7B |
| Q1 2023 | 664 | $24.5B |
| Q4 2022 | 636 | $23.6B |
| Q3 2022 | 626 | $19.9B |
| Q2 2022 | 634 | $20.6B |
| Q1 2022 | 698 | $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 |
|---|---|---|---|---|---|
| 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 |
| Applied Finance Capital Management, LLC | 1,337 | $290.1K | 0.02% | −875−39.6% | Reduced |
| 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 |
| Crestwood Advisors Group LLC | 1,322 | $286.8K | 0.00% | +1,322 | New |
| Aureus Asset Management, LLC | 1,300 | $282.1K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,298 | $281.6K | 0.00% | +1,298 | New |
| Fifth Third Wealth Advisors LLC | 1,296 | $281.2K | 0.01% | −79−5.7% | Reduced |
| Vista Capital Partners, Inc. | 1,293 | $280.6K | 0.03% | +1,293 | New |
| TrueWealth Advisors, LLC | 1,289 | $279.7K | 0.07% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,287 | $279.3K | 0.04% | −386−23.1% | Reduced |
| Optimize Financial Inc | 1,286 | $279.0K | 0.14% | +16+1.3% | Added |
| OpenArc Corporate Advisory, LLC | 1,285 | $278.8K | 0.00% | +1,285 | New |
| Modera Wealth Management, LLC | 1,276 | $276.9K | 0.00% | +62+5.1% | Added |
| BIP Wealth, LLC | 1,270 | $275.6K | 0.01% | +1,270 | New |
| Summit Financial, LLC | 1,264 | $274.3K | 0.00% | −35−2.7% | Reduced |
| Nicolet Bankshares Inc | 1,260 | $273.4K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,257 | $272.7K | 0.01% | +1,257 | New |
| Savant Capital, LLC | 1,202 | $260.9K | 0.00% | −160−11.7% | Reduced |
| Armistice Capital, LLC | 1,202 | $260.8K | 0.01% | +1,202 | New |
| Axxcess Wealth Management, LLC | 1,201 | $260.7K | 0.00% | −157−11.6% | Reduced |
| Johnson Investment Counsel Inc | 1,201 | $260.6K | 0.00% | −250−17.2% | Reduced |
| Oak Barrel Wealth Advisory LLC | 1,191 | $258.4K | 0.15% | +1,191 | New |
| Cigna Investments Inc | 1,187 | $258.0K | 0.04% | −31−2.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,173 | $254.5K | 0.11% | +3+0.3% | Added |
| Spirepoint Private Client, LLC | 1,162 | $252.1K | 0.02% | −116−9.1% | Reduced |
| GTS Securities LLC | 1,139 | $247.1K | 0.01% | +226+24.8% | Added |
| Meridian Wealth Management, LLC | 1,133 | $245.9K | 0.01% | +1+0.1% | Added |
| Ameritas Investment Partners, Inc. | 1,128 | $244.8K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 1,127 | $244.5K | 0.03% | −35−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 1,122 | $243.5K | 0.02% | −7−0.6% | Reduced |
| StoneX Group Inc. | 1,106 | $241.0K | 0.01% | +1,106 | New |
| Wealth Alliance | 1,106 | $240.0K | 0.02% | −99−8.2% | Reduced |
| Profund Advisors LLC | 1,103 | $239.3K | 0.01% | −198−15.2% | Reduced |
| Park National Corp | 1,095 | $237.6K | 0.01% | −27−2.4% | Reduced |
| RMB Capital Management, LLC | 1,087 | $235.9K | 0.00% | +1,087 | New |
| Northeast Investment Management | 1,073 | $232.8K | 0.01% | −2−0.2% | Reduced |
| TruNorth Capital Management, LLC | 1,072 | $232.6K | 0.04% | +823+330.5% | Added |
| SCS Capital Management LLC | 1,071 | $232.4K | 0.00% | −488−31.3% | Reduced |
| Integrated Advisors Network LLC | 1,070 | $232.2K | 0.01% | −167−13.5% | Reduced |
| IFG Advisory, LLC | 1,063 | $230.7K | 0.01% | −73−6.4% | Reduced |
| Evolve Private Wealth, LLC | 1,062 | $230.4K | 0.01% | +1,062 | New |
| Panagora Asset Management Inc | 1,057 | $229.3K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,054 | $228.8K | 0.00% | −639−37.7% | Reduced |
| Glenview Trust Co | 1,050 | $227.8K | 0.00% | +14+1.4% | Added |
| 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 |
| Altar Rock LLC | 1,039 | $225.4K | 0.27% | +1,039 | New |
| Everett Harris & Co | 1,033 | $224.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,001 | $222.1K | 0.01% | +1,001 | New |
| Index Fund Advisors, Inc. | 1,013 | $219.8K | 0.01% | −1−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,006 | $218.3K | 0.01% | +103+11.4% | Added |
| Ferguson Wellman Capital Management, Inc | 1,004 | $217.8K | 0.00% | −80−7.4% | 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 |
| Brown Brothers Harriman & Co | 993 | $215.5K | 0.00% | −1,953−66.3% | Reduced |
| DRW Securities, LLC | 987 | $214.2K | 0.02% | +987 | New |
| Salem Investment Counselors Inc | 986 | $213.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 980 | $212.6K | 0.00% | −765−43.8% | Reduced |
| Krilogy Financial LLC | 990 | $212.3K | 0.01% | +990 | New |
| Frank, Rimerman Advisors LLC | 967 | $209.8K | 0.01% | +24+2.5% | Added |
| Sage Mountain Advisors LLC | 967 | $209.8K | 0.01% | +967 | New |
| Virtue Capital Management, LLC | 979 | $209.5K | 0.03% | +67+7.3% | Added |
| Perigon Wealth Management, LLC | 963 | $208.8K | 0.00% | +151+18.6% | Added |
| Verity Asset Management, Inc. | 956 | $207.3K | 0.09% | −1,730−64.4% | Reduced |
| Phoenix Holdings Ltd. | 953 | $206.8K | 0.00% | +138+16.9% | Added |
| Kera Capital Partners, Inc. | 1,022 | $205.8K | 0.03% | +1,022 | New |
| Everpar Advisors LLC | 945 | $205.0K | 0.08% | −663−41.2% | Reduced |
| Whittier Trust Co | 965 | $204.8K | 0.00% | −7−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 938 | $204.0K | 0.05% | +938 | New |
| Smartleaf Asset Management LLC | 919 | $203.0K | 0.01% | −65−6.6% | Reduced |
| Farther Finance Advisors, LLC | 928 | $201.3K | 0.00% | +259+38.7% | Added |
| Acropolis Investment Management, LLC | 926 | $200.9K | 0.01% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 925 | $200.7K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 903 | $195.9K | 0.00% | −3,550−79.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $190.3K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 852 | $184.9K | 0.01% | −284−25.0% | Reduced |
| Westpac Banking Corp | 791 | $171.6K | 0.01% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 790 | $171.4K | 0.15% | +790 | New |
| Zions Bancorporation, National Association | 767 | $166.4K | 0.01% | +385+100.8% | Added |
| Aviso Financial Inc. | 766 | $166.2K | 0.01% | −112−12.8% | Reduced |
| Rothschild Investment LLC | 749 | $162.5K | 0.01% | −88−10.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 753 | $159.8K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 817 | $150.9K | 0.00% | +313+62.1% | Added |
| LRI Investments, LLC | 676 | $146.7K | 0.01% | −12−1.7% | Reduced |
| Penserra Capital Management LLC | 669 | $144.0K | 0.00% | −14−2.0% | Reduced |
| Delta Asset Management LLC | 663 | $143.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 628 | $136.3K | 0.00% | +84+15.4% | Added |
| Private Trust Co NA | 597 | $129.5K | 0.01% | −21−3.4% | Reduced |
| Parallel Advisors, LLC | 586 | $127.2K | 0.00% | +26+4.6% | Added |
| SRS Capital Advisors, Inc. | 576 | $125.0K | 0.00% | −1,425−71.2% | Reduced |
| VSM Wealth Advisory, LLC | 550 | $119.3K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 550 | $116.3K | 0.00% | +550 | New |
| Global Retirement Partners, LLC | 528 | $114.6K | 0.00% | +48+10.0% | Added |
| Atlantic Trust, LLC | 460 | $99.8K | 0.02% | −345−42.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 457 | $99.2K | 0.04% | +457 | New |
| Pension & Wealth Management Advisors, Inc. | 451 | $97.9K | 0.03% | −109−19.5% | Reduced |
| Lloyd Advisory Services, LLC. | 438 | $95.1K | 0.04% | +438 | New |