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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 435 | $94.0K | 0.00% | −1,395−76.2% | Reduced |
| Massmutual Trust Co FSB | 418 | $90.7K | 0.00% | −127−23.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 417 | $90.5K | 0.02% | −41−9.0% | Reduced |
| Ronald Blue Trust, Inc. | 409 | $88.7K | 0.00% | +167+69.0% | Added |
| State of Wyoming | 408 | $88.5K | 0.01% | +272+200.0% | Added |
| NVWM, LLC | 404 | $87.7K | 0.02% | +2+0.5% | Added |
| Hanson & Doremus Investment Management | 373 | $81.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 371 | $80.5K | 0.01% | −14−3.6% | Reduced |
| EFG International AG | 366 | $79.4K | 0.00% | +366 | New |
| Pflug Koory, LLC | 365 | $79.2K | 0.04% | −40−9.9% | Reduced |
| Onefund, LLC | 357 | $77.5K | 0.05% | +22+6.6% | Added |
| DT Investment Partners, LLC | 355 | $77.0K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 286 | $76.6K | 0.01% | +286 | New |
| Cromwell Holdings LLC | 347 | $75.3K | 0.04% | −2−0.6% | Reduced |
| Piscataqua Savings Bank | 347 | $75.3K | 0.05% | +10+3.0% | Added |
| Anchor Investment Management, LLC | 322 | $69.9K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 319 | $69.2K | 0.00% | +319 | New |
| Umb Bank N A | 319 | $69.2K | 0.00% | −54−14.5% | Reduced |
| Ancora Advisors, LLC | 312 | $67.6K | 0.00% | +160+105.3% | Added |
| Larson Financial Group LLC | 303 | $65.7K | 0.00% | −287−48.6% | Reduced |
| Rossby Financial, LCC | 297 | $64.5K | 0.02% | −807−73.1% | Reduced |
| PEAK6 LLC | 295 | $64.0K | 0.00% | −11,997−97.6% | Reduced |
| Sentry Investment Management LLC | 268 | $58.0K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 266 | $57.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 255 | $55.3K | 0.00% | +21+9.0% | Added |
| City State Bank | 250 | $54.2K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 245 | $53.2K | 0.00% | +72+41.6% | Added |
| Group One Trading, L.P. | 237 | $51.4K | 0.00% | −423−64.1% | Reduced |
| Exchange Traded Concepts, LLC | 231 | $50.1K | 0.00% | +19+9.0% | Added |
| Key Financial Inc | 227 | $49.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 226 | $49.0K | 0.02% | +200+769.2% | Added |
| Bayforest Capital Ltd | 218 | $47.3K | 0.04% | −368−62.8% | Reduced |
| Basecamp Wealth Advisors LLC | 212 | $46.0K | 0.01% | +212 | New |
| Osterweis Capital Management Inc | 210 | $45.6K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 228 | $44.6K | 0.02% | +228 | New |
| Pinnacle Wealth Planning Services, Inc. | 198 | $43.0K | 0.00% | +198 | New |
| Hantz Financial Services, Inc. | 190 | $41.0K | 0.00% | +164+630.8% | Added |
| Clear Street Markets LLC | 181 | $39.3K | 0.01% | −66−26.7% | Reduced |
| 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 |
| Horizon Financial Services, LLC | 172 | $37.3K | 0.02% | 00.0% | Unchanged |
| DV Equities, LLC | 172 | $37.3K | 0.01% | +172 | New |
| Quantbot Technologies LP | 166 | $36.0K | 0.00% | +166 | New |
| Quarry LP | 165 | $35.8K | 0.01% | +165 | New |
| SJS Investment Consulting Inc. | 162 | $35.2K | 0.00% | +68+72.3% | Added |
| DV Trading LLC | 160 | $34.7K | 0.00% | +160 | New |
| Harbour Investments, Inc. | 151 | $32.8K | 0.00% | −39−20.5% | Reduced |
| True Wealth Design, LLC | 148 | $32.1K | 0.01% | +58+64.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 148 | $32.1K | 0.00% | +148 | New |
| High Note Wealth, LLC | 145 | $31.5K | 0.01% | +8+5.8% | Added |
| MV Capital Management, Inc. | 143 | $31.0K | 0.00% | −7−4.7% | Reduced |
| Lodestone Wealth Management LLC | 134 | $29.1K | 0.01% | +134 | New |
| Generali Asset Management SPA SGR | 133 | $28.9K | 0.00% | +4+3.1% | Added |
| Caldwell Trust Co | 126 | $27.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 125 | $27.1K | 0.00% | −7−5.3% | Reduced |
| Capital Advisors, Ltd. LLC | 119 | $26.0K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 119 | $25.8K | 0.02% | +119 | New |
| Kemnay Advisory Services Inc. | 118 | $25.6K | 0.00% | +118 | New |
| Glen Eagle Advisors, LLC | 118 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 114 | $24.8K | 0.01% | +98+612.5% | Added |
| Cullen/Frost Bankers, Inc. | 113 | $24.5K | 0.00% | +113 | New |
| Addison Advisors LLC | 111 | $24.1K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 111 | $24.1K | 0.00% | +35+46.1% | Added |
| Smithfield Trust Co | 111 | $24.0K | 0.00% | +12+12.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 110 | $23.9K | 0.00% | +23+26.4% | Added |
| Beacon Financial Strategies CORP | 107 | $23.2K | 0.01% | +107 | New |
| Evelyn Partners Investment Management LLP | 105 | $22.8K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 92 | $20.0K | 0.01% | +19+26.0% | Added |
| ORG Partners LLC | 92 | $19.9K | 0.00% | +33+55.9% | Added |
| Bank of Jackson Hole Trust | 90 | $19.5K | 0.01% | +4+4.7% | Added |
| eCIO, Inc. | 87 | $18.9K | 0.01% | +87 | New |
| Palladiem, LLC | 85 | $18.8K | 0.02% | +85 | New |
| Farmers & Merchants Investments Inc | 84 | $18.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 81 | $17.6K | 0.00% | −1,385−94.5% | Reduced |
| Geneos Wealth Management Inc. | 80 | $17.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 78 | $17.2K | 0.00% | +11+16.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 79 | $17.1K | 0.00% | +46+139.4% | Added |
| 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 |
| GW&K Investment Management, LLC | 72 | $16.0K | 0.00% | −7−8.9% | Reduced |
| Entrust Financial LLC | 73 | $15.8K | 0.01% | +73 | New |
| Activest Wealth Management | 71 | $15.4K | 0.00% | +44+163.0% | Added |
| SBI Securities Co., Ltd. | 65 | $14.3K | 0.00% | +50+333.3% | Added |
| Covestor Ltd | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $13.9K | 0.00% | +1+1.6% | Added |
| N.E.W. Advisory Services LLC | 63 | $13.7K | 0.00% | −50−44.2% | Reduced |
| Bayban | 63 | $13.7K | 0.01% | +63 | 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 |
| Align Financial, LLC | 11,934 | $11.9K | 0.01% | +11,934 | New |
| McIlrath & Eck, LLC | 53 | $11.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 51 | $11.1K | 0.00% | −7−12.1% | Reduced |
| JFS Wealth Advisors, LLC | 49 | $10.6K | 0.00% | +10+25.6% | Added |
| Quent Capital, LLC | 48 | $10.4K | 0.00% | +15+45.5% | Added |
| Global X Japan Co., Ltd. | 48 | $10.4K | 0.00% | +48 | New |