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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 459 | $82.7K | 0.00% | +41+9.8% | Added |
| Cary Street Partner Investment Advisory LLC | 462 | $83.2K | 0.02% | +45+10.8% | Added |
| Umb Bank N A | 475 | $85.5K | 0.00% | +156+48.9% | Added |
| Delta Asset Management LLC | 500 | $90.0K | 0.01% | −163−24.6% | Reduced |
| Twin Tree Management, LP | 539 | $97.1K | 0.02% | +539 | New |
| VSM Wealth Advisory, LLC | 550 | $99.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 566 | $101.9K | 0.01% | +531+1,517.1% | Added |
| Axiom Investment Management LLC | 613 | $110.4K | 0.08% | +613 | New |
| Private Trust Co NA | 614 | $110.6K | 0.01% | +17+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 655 | $117.9K | 0.01% | +457+230.8% | Added |
| True Wealth Design, LLC | 666 | $119.9K | 0.03% | +518+350.0% | Added |
| Penserra Capital Management LLC | 690 | $123.0K | 0.00% | +21+3.1% | Added |
| Root Financial Partners, LLC | 719 | $129.5K | 0.01% | +464+182.0% | Added |
| Hantz Financial Services, Inc. | 759 | $137.0K | 0.00% | +569+299.5% | Added |
| Smartleaf Asset Management LLC | 790 | $140.2K | 0.01% | −129−14.0% | Reduced |
| Dara Capital US, Inc. | 790 | $142.3K | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 791 | $142.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 812 | $146.1K | 0.00% | +509+168.0% | Added |
| Whittier Trust Co | 816 | $148.6K | 0.00% | −149−15.4% | Reduced |
| FIL Ltd | 855 | $154.0K | 0.00% | +855 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $157.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 895 | $161.2K | 0.00% | +267+42.5% | Added |
| Parallel Advisors, LLC | 897 | $161.7K | 0.00% | +311+53.1% | Added |
| Versant Capital Management, Inc | 902 | $162.4K | 0.02% | −737−45.0% | Reduced |
| Acropolis Investment Management, LLC | 926 | $166.7K | 0.01% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 935 | $168.4K | 0.01% | −548−37.0% | Reduced |
| Salem Investment Counselors Inc | 986 | $177.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,080 | $194.5K | 0.01% | −48−4.3% | Reduced |
| S-Bank Fund Management Ltd | 1,087 | $195.7K | 0.03% | −40−3.5% | Reduced |
| Panagora Asset Management Inc | 1,122 | $202.0K | 0.00% | +65+6.1% | Added |
| Profund Advisors LLC | 1,132 | $203.8K | 0.01% | +29+2.6% | Added |
| Phoenix Holdings Ltd. | 1,132 | $203.8K | 0.00% | +179+18.8% | Added |
| Cigna Investments Inc | 1,131 | $204.0K | 0.03% | −56−4.7% | Reduced |
| SPG Advisors LLC | 1,135 | $204.4K | 3.11% | +1,135 | New |
| Perigon Wealth Management, LLC | 1,153 | $207.6K | 0.00% | +190+19.7% | Added |
| Meridian Wealth Management, LLC | 1,155 | $208.1K | 0.01% | +22+1.9% | Added |
| Stronghold Wealth Management L.L.C. | 1,158 | $208.5K | 0.32% | +1,158 | New |
| Checchi Capital Advisers, LLC | 1,160 | $208.9K | 0.01% | +1,160 | New |
| GTS Securities LLC | 1,163 | $209.4K | 0.01% | +24+2.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,176 | $211.8K | 0.09% | +3+0.3% | Added |
| Principal Securities, Inc. | 1,178 | $212.1K | 0.00% | −734−38.4% | Reduced |
| Farther Finance Advisors, LLC | 1,187 | $213.2K | 0.00% | +259+27.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,186 | $213.6K | 0.01% | −110−8.5% | Reduced |
| Abundance Wealth Counselors | 1,199 | $215.9K | 0.03% | +1,199 | New |
| Johnson Investment Counsel Inc | 1,201 | $216.3K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,219 | $219.5K | 0.00% | −79−6.1% | Reduced |
| Goldstein Advisors, LLC | 1,225 | $220.6K | 0.02% | +183+17.6% | Added |
| Breakwater Capital Group | 1,230 | $221.5K | 0.03% | +1,230 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,232 | $221.8K | 0.00% | +1,232 | New |
| Bridgewater Advisors Inc. | 1,388 | $222.0K | 0.01% | −78−5.3% | Reduced |
| Guggenheim Capital LLC | 1,236 | $222.6K | 0.00% | −353−22.2% | Reduced |
| AlphaCore Capital LLC | 1,254 | $225.8K | 0.01% | +1,254 | New |
| Joel Isaacson & Co., LLC | 1,257 | $226.3K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,263 | $227.4K | 0.10% | +307+32.1% | Added |
| Nicolet Bankshares Inc | 1,263 | $227.4K | 0.01% | +3+0.2% | Added |
| Aureus Asset Management, LLC | 1,267 | $228.1K | 0.02% | −33−2.5% | Reduced |
| TrueWealth Advisors, LLC | 1,289 | $232.1K | 0.06% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,308 | $235.5K | 0.02% | +15+1.2% | Added |
| Genesis Private Wealth, LLC | 1,313 | $236.4K | 0.07% | +1,313 | New |
| Simplicity Wealth,LLC | 1,323 | $238.2K | 0.01% | +1,323 | New |
| Wealth Alliance | 1,326 | $238.8K | 0.02% | +220+19.9% | Added |
| D.A. Davidson & Co. | 1,329 | $239.3K | 0.00% | −46−3.3% | Reduced |
| BBR Partners, LLC | 1,333 | $240.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,346 | $242.4K | 0.02% | +1,346 | New |
| Mather Group, LLC. | 1,350 | $243.1K | 0.00% | +1,350 | New |
| Wick Capital Partners, LLC | 1,367 | $246.2K | 0.05% | +1,367 | New |
| Kestra Private Wealth Services, LLC | 1,387 | $249.8K | 0.00% | −47−3.3% | Reduced |
| Wealth Management Nebraska | 1,399 | $251.9K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,403 | $252.6K | 0.01% | +1,403 | New |
| Journey Strategic Wealth LLC | 1,416 | $255.0K | 0.01% | +1,416 | New |
| Ballentine Partners, LLC | 1,420 | $255.7K | 0.00% | −711−33.4% | Reduced |
| NorthRock Partners, LLC | 1,422 | $256.1K | 0.00% | +1,422 | New |
| Gateway Investment Advisers LLC | 1,423 | $256.2K | 0.00% | +1,423 | New |
| Baker Avenue Asset Management, LP | 1,423 | $256.3K | 0.01% | +12+0.9% | Added |
| Advisors Asset Management, Inc. | 1,428 | $257.1K | 0.00% | +1,428 | New |
| Founders Financial Alliance, LLC | 1,438 | $258.9K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,444 | $260.1K | 0.00% | +168+13.2% | Added |
| Ofi Invest Asset Management | 1,676 | $261.9K | 0.00% | +859+105.1% | Added |
| WSFS Capital Management, LLC | 1,455 | $262.0K | 0.01% | −68−4.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,475 | $265.6K | 0.04% | +32+2.2% | Added |
| GenTrust, LLC | 1,486 | $267.6K | 0.01% | +1,486 | New |
| Tower Research Capital LLC (TRC) | 1,496 | $269.4K | 0.01% | −3,482−69.9% | Reduced |
| Washington Trust Co | 1,500 | $270.1K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,500 | $270.1K | 0.14% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,500 | $270.1K | 0.03% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,500 | $270.1K | 0.01% | +230+18.1% | Added |
| SNS Financial Group, LLC | 1,503 | $270.6K | 0.02% | −10−0.7% | Reduced |
| Krilogy Financial LLC | 1,425 | $271.3K | 0.01% | +435+43.9% | Added |
| Foster Victor Wealth Advisors, LLC | 1,459 | $272.0K | 0.02% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 1,514 | $272.6K | 0.00% | +1,514 | New |
| Palogic Value Management, L.P. | 1,516 | $273.0K | 0.12% | −32−2.1% | Reduced |
| Greenleaf Trust | 1,517 | $273.2K | 0.00% | +49+3.3% | Added |
| Sowell Financial Services LLC | 1,520 | $273.7K | 0.01% | +5+0.3% | Added |
| Citizens Financial Group Inc | 1,533 | $276.1K | 0.00% | +1,533 | New |
| Applied Finance Capital Management, LLC | 1,559 | $280.7K | 0.02% | +222+16.6% | Added |
| Patton Fund Management, Inc. | 1,560 | $280.9K | 0.05% | +518+49.7% | Added |
| Maridea Wealth Management LLC | 1,562 | $281.3K | 0.04% | +1,562 | New |
| Brown Brothers Harriman & Co | 1,563 | $281.4K | 0.00% | +570+57.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,579 | $284.3K | 0.00% | −236−13.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,582 | $284.9K | 0.06% | +1,582 | New |