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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 1,600 | $288.1K | 0.02% | −300−15.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,612 | $290.3K | 0.02% | +1,612 | New |
| Bragg Financial Advisors, Inc | 1,613 | $290.5K | 0.01% | +1+0.1% | Added |
| Hancock Whitney Corp | 1,647 | $293.5K | 0.01% | +25+1.5% | Added |
| Prelude Capital Management, LLC | 1,631 | $293.7K | 0.02% | +1,631 | New |
| Storgate, LLC | 1,636 | $294.6K | 0.23% | +1,636 | New |
| ISAM Funds (UK) Ltd | 1,650 | $297.1K | 0.15% | +1,650 | New |
| International Assets Investment Management, LLC | 1,661 | $298.4K | 0.02% | −25−1.5% | Reduced |
| Ironwood Investment Counsel, LLC | 1,658 | $298.6K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,665 | $299.8K | 0.01% | −552−24.9% | Reduced |
| Aprio Wealth Management, LLC | 1,681 | $302.7K | 0.02% | −97−5.5% | Reduced |
| QRG Capital Management, Inc. | 1,686 | $303.6K | 0.00% | −16,166−90.6% | Reduced |
| nVerses Capital, LLC | 1,694 | $305.0K | 0.28% | −118−6.5% | Reduced |
| Ostrum Asset Management | 1,708 | $307.6K | 0.02% | +856+100.5% | Added |
| Roundview Capital LLC | 1,720 | $309.7K | 0.02% | −234−12.0% | Reduced |
| V-Square Quantitative Management LLC | 1,730 | $311.5K | 0.03% | +64+3.8% | Added |
| Waddell & Associates, LLC | 1,743 | $313.9K | 0.02% | +1,743 | New |
| Catalyst Funds Management Pty Ltd | 1,767 | $318.2K | 0.05% | +1,767 | New |
| Meiji Yasuda Life Insurance Co | 1,780 | $320.5K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,783 | $321.1K | 0.01% | −323−15.3% | Reduced |
| Teacher Retirement System of Texas | 1,837 | $330.8K | 0.00% | −2,261−55.2% | Reduced |
| Syon Capital LLC | 1,874 | $337.5K | 0.02% | −850−31.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,878 | $338.2K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,897 | $341.6K | 0.05% | −1,010−34.7% | Reduced |
| Manchester Capital Management LLC | 1,906 | $343.2K | 0.05% | −62−3.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,914 | $344.7K | 0.01% | −51−2.6% | Reduced |
| First Manhattan Co | 1,927 | $347.0K | 0.00% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,931 | $347.8K | 0.01% | −1,054−35.3% | Reduced |
| Caerus Investment Advisors, LLC | 1,937 | $348.8K | 0.15% | +1,937 | New |
| Balyasny Asset Management LLC | 1,977 | $356.0K | 0.00% | −176,031−98.9% | Reduced |
| CX Institutional | 1,980 | $356.0K | 0.01% | −625−24.0% | Reduced |
| Sentinus, LLC | 1,979 | $356.4K | 0.03% | +1,979 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,987 | $357.8K | 0.02% | +1,987 | New |
| Pinnacle Associates Ltd | 1,992 | $358.7K | 0.00% | +1,992 | New |
| TCW Group Inc | 2,035 | $366.4K | 0.00% | +98+5.1% | Added |
| Essential Partners LLC | 2,039 | $367.2K | 0.12% | +1,947+2,116.3% | Added |
| Harbor Capital Advisors, Inc. | 2,075 | $374.0K | 0.03% | +2,075 | New |
| NWF Advisory Services Inc. | 2,087 | $375.8K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 2,089 | $376.2K | 0.04% | +440+26.7% | Added |
| Horizon Investments, LLC | 2,090 | $376.3K | 0.00% | +110+5.6% | Added |
| Parkside Financial Bank & Trust | 2,110 | $379.9K | 0.03% | +67+3.3% | Added |
| GWM Advisors LLC | 2,208 | $397.6K | 0.00% | +2,127+2,625.9% | Added |
| LVW Advisors, LLC | 2,209 | $397.8K | 0.04% | −417−15.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,226 | $400.0K | 0.01% | +7+0.3% | Added |
| Savant Capital, LLC | 2,239 | $403.2K | 0.00% | +1,037+86.3% | Added |
| Dark Forest Capital Management LP | 2,272 | $409.1K | 0.04% | −15,124−86.9% | Reduced |
| Laird Norton Trust Company, LLC | 2,273 | $409.3K | 0.01% | −59−2.5% | Reduced |
| Impact Capital Partners LLC | 2,299 | $414.0K | 0.13% | −7−0.3% | Reduced |
| LifePlan Financial, LLC | 2,316 | $417.0K | 0.31% | −143−5.8% | Reduced |
| PFC Capital Group, Inc. | 2,337 | $420.0K | 0.19% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 2,360 | $425.0K | 0.06% | −978−29.3% | Reduced |
| Frec Markets, Inc. | 2,368 | $426.4K | 0.07% | +2,368 | New |
| Tema ETFs LLC | 2,381 | $428.7K | 0.03% | +7+0.3% | Added |
| Bull Harbor Capital LLC | 2,384 | $429.3K | 0.11% | +2,384 | New |
| Pallas Capital Advisors LLC | 2,395 | $431.3K | 0.02% | +2,395 | New |
| Fiduciary Family Office, LLC | 2,400 | $432.2K | 0.12% | +2,400 | New |
| Silvercrest Asset Management Group LLC | 2,425 | $436.7K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,426 | $437.0K | 0.01% | −318−11.6% | Reduced |
| Banque Cantonale Vaudoise | 2,429 | $437.0K | 0.02% | +2,429 | New |
| Boothbay Fund Management, LLC | 2,433 | $438.1K | 0.01% | +2,433 | New |
| Cyndeo Wealth Partners, LLC | 2,450 | $441.2K | 0.02% | −4−0.2% | Reduced |
| Vestcor Inc | 2,452 | $442.0K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,463 | $443.5K | 0.04% | +2,463 | New |
| Midwest Trust Co | 2,467 | $444.2K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,486 | $447.7K | 0.01% | 00.0% | Unchanged |
| Doheny Asset Management | 2,500 | $450.0K | 0.29% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 2,500 | $450.2K | 0.09% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,534 | $456.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,542 | $457.7K | 0.01% | +41+1.6% | Added |
| Weiss Asset Management LP | 2,568 | $462.4K | 0.01% | +2,568 | New |
| Prudential PLC | 2,574 | $463.5K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,599 | $468.0K | 0.02% | −13−0.5% | Reduced |
| Athena Investment Management | 2,608 | $469.6K | 0.24% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,549 | $470.0K | 0.02% | +125+5.2% | Added |
| Vise Technologies, Inc. | 2,174 | $471.8K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,613 | $476.5K | 0.01% | +2,613 | New |
| Coldstream Capital Management Inc | 2,650 | $477.2K | 0.01% | +216+8.9% | Added |
| Highland Capital Management, LLC | 2,666 | $480.1K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,672 | $481.2K | 0.01% | +998+59.6% | Added |
| Davenport & Co LLC | 2,696 | $485.5K | 0.00% | +506+23.1% | Added |
| Bamco Inc | 2,704 | $486.9K | 0.00% | −161−5.6% | Reduced |
| Parcion Private Wealth LLC | 2,749 | $495.0K | 0.03% | +2,749 | New |
| Arkadios Wealth Advisors | 2,757 | $496.5K | 0.01% | −365−11.7% | Reduced |
| Vontobel Holding Ltd. | 2,811 | $506.2K | 0.00% | +225+8.7% | Added |
| Gsa Capital Partners LLP | 2,817 | $507.0K | 0.03% | −3,134−52.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,821 | $508.0K | 0.00% | −4,021−58.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,824 | $508.6K | 0.01% | +16+0.6% | Added |
| Spinnaker Trust | 2,860 | $515.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,890 | $520.4K | 0.00% | +498+20.8% | Added |
| OpenArc Corporate Advisory, LLC | 2,890 | $520.4K | 0.01% | +1,605+124.9% | Added |
| Aberdeen Wealth Management LLC | 2,900 | $522.2K | 0.24% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,901 | $522.4K | 0.01% | +148+5.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,916 | $525.1K | 0.00% | −37,594−92.8% | Reduced |
| Riverwater Partners LLC | 2,935 | $528.5K | 0.18% | +1,554+112.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,000 | $540.2K | 0.18% | −600−16.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,018 | $543.5K | 0.04% | +18+0.6% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $546.4K | 0.15% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,074 | $553.6K | 0.07% | +531+20.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,076 | $553.9K | 0.01% | +917+42.5% | Added |
| Evolve Private Wealth, LLC | 3,092 | $556.8K | 0.03% | +2,030+191.1% | Added |