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, Q1 2026
Institutional positions in Equifax Inc as of Mar 31, 2026. 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
- 876
- −5 vs. Q4 2025
- Shares held
- 120.2M
- +19.8M (+19.8%) vs. Q4 2025
- Total value
- $21.7B
- −$160.9M (−0.7%) vs. Q4 2025
- New holders
- 138
- 327 more added
- Sold out
- 143
- 280 more reduced
15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kilter Group LLC | 39 | $7.02K | 0.00% | +30+333.3% | Added |
| Eastern Bank | 41 | $7.38K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 41 | $7.38K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 41 | $7.38K | 0.00% | +41 | New |
| Rocky Mountain Advisers, LLC | 42 | $7.56K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 45 | $8.10K | 0.00% | +45 | New |
| Colonial Trust Co | 46 | $8.23K | 0.00% | +8+21.1% | Added |
| Grove Bank & Trust | 51 | $9.18K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 52 | $9.36K | 0.00% | −128−71.1% | Reduced |
| McIlrath & Eck, LLC | 53 | $9.54K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 54 | $9.72K | 0.00% | −312−85.2% | Reduced |
| Align Financial, LLC | 55 | $9.90K | 0.01% | −11,879−99.5% | Reduced |
| Cornerstone Planning Group LLC | 63 | $10.7K | 0.00% | +45+250.0% | Added |
| Innovative Asset Advisors Group, LLC | 62 | $11.2K | 0.01% | +62 | New |
| N.E.W. Advisory Services LLC | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 66 | $11.9K | 0.00% | +66 | New |
| Salomon & Ludwin, LLC | 66 | $12.0K | 0.00% | −12−15.4% | Reduced |
| Harbour Investments, Inc. | 66 | $12.1K | 0.00% | −85−56.3% | Reduced |
| AdvisorNet Financial, Inc | 68 | $12.2K | 0.00% | +4+6.3% | Added |
| Entrust Financial LLC | 71 | $12.8K | 0.01% | −2−2.7% | Reduced |
| CoreCap Advisors, LLC | 76 | $13.7K | 0.00% | +43+130.3% | Added |
| Ares Financial Consulting, LLC | 79 | $14.2K | 0.01% | +20+33.9% | Added |
| Quent Capital, LLC | 79 | $14.2K | 0.00% | +31+64.6% | Added |
| Geneos Wealth Management Inc. | 80 | $14.4K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 81 | $14.6K | 0.01% | +81 | New |
| Raffa Wealth Management, LLC | 82 | $14.8K | 0.00% | +1+1.2% | Added |
| Heritage Wealth Advisors | 82 | $14.8K | 0.00% | +82 | New |
| Farmers & Merchants Investments Inc | 84 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 85 | $15.3K | 0.00% | +85 | New |
| Scarborough Advisors, LLC | 88 | $15.8K | 0.00% | +88 | New |
| NBC Securities, Inc. | 92 | $16.6K | 0.00% | +76+475.0% | Added |
| Global X Japan Co., Ltd. | 96 | $17.3K | 0.00% | +48+100.0% | Added |
| TD Waterhouse Canada Inc. | 100 | $18.0K | 0.00% | +100 | New |
| Country Trust Bank | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 104 | $18.7K | 0.00% | −9,434−98.9% | Reduced |
| Evelyn Partners Investment Management LLP | 105 | $18.9K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 107 | $19.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 113 | $20.0K | 0.00% | −6−5.0% | Reduced |
| Smithfield Trust Co | 111 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 114 | $20.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 114 | $20.5K | 0.00% | +4+3.6% | Added |
| Bank of Jackson Hole Trust | 114 | $20.5K | 0.01% | +24+26.7% | Added |
| Spire Wealth Management | 116 | $20.9K | 0.00% | +35+43.2% | Added |
| GW&K Investment Management, LLC | 117 | $21.0K | 0.00% | +45+62.5% | Added |
| Zions Bancorporation, National Association | 117 | $21.1K | 0.00% | −650−84.7% | Reduced |
| Glen Eagle Advisors, LLC | 118 | $21.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 125 | $22.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 125 | $22.5K | 0.00% | +14+12.6% | Added |
| Caldwell Trust Co | 126 | $22.7K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 133 | $23.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 137 | $24.7K | 0.00% | −8−5.5% | Reduced |
| SJS Investment Consulting Inc. | 143 | $25.8K | 0.00% | −19−11.7% | Reduced |
| Lodestone Wealth Management LLC | 147 | $26.5K | 0.01% | +13+9.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 148 | $26.6K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 150 | $27.0K | 0.00% | +150 | New |
| TIAA Wealth Investment Management LLC | 154 | $27.7K | 0.00% | +154 | New |
| MV Capital Management, Inc. | 155 | $27.9K | 0.00% | +12+8.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 159 | $28.7K | 0.01% | −292−64.7% | Reduced |
| Activest Wealth Management | 169 | $30.4K | 0.01% | +98+138.0% | Added |
| Horizon Financial Services, LLC | 172 | $31.0K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 172 | $31.0K | 0.01% | +172 | New |
| Close Asset Management Ltd | 175 | $32.0K | 0.00% | +175 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $32.4K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 185 | $33.3K | 0.01% | +185 | New |
| Cullen/Frost Bankers, Inc. | 188 | $33.8K | 0.00% | +75+66.4% | Added |
| LRI Investments, LLC | 189 | $34.0K | 0.00% | −487−72.0% | Reduced |
| Osterweis Capital Management Inc | 210 | $37.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 219 | $39.4K | 0.01% | +7+3.3% | Added |
| Bayforest Capital Ltd | 221 | $39.8K | 0.04% | +3+1.4% | Added |
| Anchor Investment Management, LLC | 222 | $40.0K | 0.00% | −100−31.1% | Reduced |
| Oslo Pensjonsforsikring AS | 226 | $40.7K | 0.01% | +226 | New |
| Key Financial Inc | 227 | $40.9K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 224 | $44.5K | 0.02% | −4−1.8% | Reduced |
| City State Bank | 250 | $45.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 258 | $46.5K | 0.00% | −37−12.5% | Reduced |
| Mascoma Wealth Management LLC | 266 | $47.9K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 273 | $49.2K | 0.00% | +42+18.2% | Added |
| Whittier Trust Co of Nevada Inc | 273 | $49.7K | 0.00% | −480−63.7% | Reduced |
| Covestor Ltd | 292 | $53.0K | 0.04% | +227+349.2% | Added |
| Opal Wealth Advisors, LLC | 302 | $54.4K | 0.01% | +302 | New |
| Cromwell Holdings LLC | 303 | $54.6K | 0.03% | −44−12.7% | Reduced |
| HM Payson & Co | 306 | $55.1K | 0.00% | −1,716−84.9% | Reduced |
| State of Wyoming | 315 | $56.7K | 0.01% | −93−22.8% | Reduced |
| Quarry LP | 320 | $57.6K | 0.01% | +155+93.9% | Added |
| Atlantic Trust, LLC | 331 | $59.6K | 0.01% | −129−28.0% | Reduced |
| Ronald Blue Trust, Inc. | 336 | $60.5K | 0.00% | −73−17.8% | Reduced |
| Onefund, LLC | 337 | $60.6K | 0.04% | −20−5.6% | Reduced |
| CVA Family Office, LLC | 342 | $61.6K | 0.01% | −29−7.8% | Reduced |
| Piscataqua Savings Bank | 347 | $62.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 351 | $63.2K | 0.00% | +39+12.5% | Added |
| DT Investment Partners, LLC | 355 | $63.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 365 | $65.7K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 373 | $67.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 385 | $69.3K | 0.00% | +385 | New |
| NVWM, LLC | 407 | $73.3K | 0.02% | +3+0.7% | Added |
| TopTier Wealth Management, LLC | 427 | $76.9K | 0.05% | +427 | New |
| Sit Investment Associates Inc | 435 | $78.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 443 | $79.8K | 0.00% | +206+86.9% | Added |
| SRS Capital Advisors, Inc. | 454 | $81.8K | 0.00% | −122−21.2% | Reduced |