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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 4,927 | $887.1K | 0.00% | −1,746−26.2% | Reduced |
| Schroder Investment Management Group | 4,961 | $880.1K | 0.00% | −1,771−26.3% | Reduced |
| Metis Global Partners, LLC | 4,886 | $879.8K | 0.02% | −524−9.7% | Reduced |
| Wellington Shields & Co., LLC | 4,800 | $864.3K | 0.22% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,791 | $862.8K | 0.06% | +380+8.6% | Added |
| SHP Wealth Management | 4,774 | $859.7K | 0.06% | +9+0.2% | Added |
| Ethic Inc. | 4,758 | $856.7K | 0.01% | −340−6.7% | Reduced |
| ASR Vermogensbeheer N.V. | 4,727 | $851.2K | 0.01% | +145+3.2% | Added |
| Occudo Quantitative Strategies LP | 4,861 | $845.5K | 0.05% | +4,861 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,686 | $841.9K | 0.01% | −834−15.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,621 | $832.1K | 0.11% | −662−12.5% | Reduced |
| MAI Capital Management | 4,583 | $825.3K | 0.00% | +1,517+49.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,558 | $820.8K | 0.03% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,553 | $819.9K | 0.23% | +52+1.2% | Added |
| Saudi Central Bank | 4,518 | $813.6K | 0.02% | +4,518 | New |
| Legacy Financial Advisors, Inc. | 4,477 | $806.2K | 0.11% | +465+11.6% | Added |
| Howland Capital Management LLC | 4,470 | $804.9K | 0.03% | −250−5.3% | Reduced |
| Power Wealth Management LLC | 4,469 | $804.7K | 0.30% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 4,465 | $804.0K | 0.14% | −1,255−21.9% | Reduced |
| Apollon Wealth Management, LLC | 4,425 | $796.8K | 0.01% | +2,293+107.6% | Added |
| GAMMA Investing LLC | 4,370 | $786.9K | 0.04% | +1,186+37.2% | Added |
| Capula Management Ltd | 4,345 | $782.4K | 0.01% | +4,345 | New |
| Cullinan Associates Inc | 4,250 | $765.3K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,246 | $764.6K | 0.00% | +175+4.3% | Added |
| Canandaigua National Corp | 4,236 | $762.8K | 0.07% | +4,236 | New |
| Numerai GP LLC | 4,212 | $758.5K | 0.08% | +4,212 | New |
| Empirical Finance, LLC | 4,174 | $751.6K | 0.04% | −7−0.2% | Reduced |
| Nomura Holdings Inc | 4,138 | $745.1K | 0.01% | +2,091+102.1% | Added |
| Chicago Partners Investment Group LLC | 4,161 | $743.3K | 0.02% | +1,374+49.3% | Added |
| Clarkston Capital Partners, LLC | 4,109 | $739.9K | 0.06% | +4,109 | New |
| Fiduciary Alliance LLC | 3,951 | $738.3K | 0.04% | +10.0% | Added |
| Sagewood Asset Management LP | 4,070 | $732.9K | 0.23% | −98−2.4% | Reduced |
| Brevan Howard Capital Management LP | 4,068 | $732.5K | 0.01% | −6,202−60.4% | Reduced |
| AE Wealth Management LLC | 4,053 | $729.7K | 0.00% | +628+18.3% | Added |
| Nwam LLC | 4,036 | $726.8K | 0.04% | −20−0.5% | Reduced |
| R Squared Ltd | 4,011 | $722.3K | 0.40% | +2,199+121.4% | Added |
| Novak & Powell Financial Services, Inc. | 3,963 | $713.7K | 0.38% | +10+0.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,933 | $708.2K | 0.29% | +301+8.3% | Added |
| Quadrant Capital Group LLC | 3,925 | $706.8K | 0.02% | +1,432+57.4% | Added |
| Rothschild Investment LLC | 3,921 | $706.1K | 0.04% | +3,172+423.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $699.8K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 10,047 | $694.0K | 0.05% | +2,274+29.3% | Added |
| E. Ohman J:or Asset Management AB | 3,853 | $693.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,852 | $693.6K | 0.01% | −58−1.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,847 | $692.7K | 0.01% | −117−3.0% | Reduced |
| Quantitative Investment Management, LLC | 3,841 | $691.0K | 0.07% | +517+15.6% | Added |
| Correct Capital Wealth Management | 3,813 | $686.6K | 0.13% | +2,062+117.8% | Added |
| GW Henssler & Associates Ltd | 3,794 | $683.2K | 0.03% | −3,531−48.2% | Reduced |
| Keybank National Association | 3,793 | $683.0K | 0.00% | +847+28.8% | Added |
| Inspire Advisors, LLC | 3,673 | $661.4K | 0.05% | +1,147+45.4% | Added |
| Guyasuta Investment Advisors Inc | 3,600 | $648.3K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,594 | $647.2K | 0.00% | +200+5.9% | Added |
| Callan Family Office, LLC | 3,570 | $642.9K | 0.01% | +276+8.4% | Added |
| Sterling Capital Management LLC | 3,551 | $639.4K | 0.01% | −2,579−42.1% | Reduced |
| Huntington National Bank | 3,543 | $638.0K | 0.00% | +516+17.0% | Added |
| North Dakota State Investment Board | 3,526 | $634.9K | 0.03% | −720−17.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 3,516 | $633.1K | 0.04% | +3,516 | New |
| Silvant Capital Management LLC | 3,491 | $628.6K | 0.02% | −31−0.9% | Reduced |
| Raiffeisen Bank International AG | 3,537 | $627.5K | 0.01% | +433+13.9% | Added |
| WBI Investments | 3,411 | $614.2K | 0.17% | +3,411 | New |
| Millington Securities, LLC | 3,411 | $614.2K | 0.17% | +3,411 | New |
| Northwestern Mutual Wealth Management Co | 3,397 | $611.8K | 0.00% | −61−1.8% | Reduced |
| ClearAlpha Technologies LP | 3,388 | $610.1K | 1.25% | +100+3.0% | Added |
| Malaga Cove Capital, LLC | 3,332 | $600.0K | 0.22% | −391−10.5% | Reduced |
| MUFG Securities Americas Inc. | 3,332 | $600.0K | 0.04% | +35+1.1% | Added |
| Fiduciary Group LLC | 3,303 | $594.8K | 0.05% | −27−0.8% | Reduced |
| Skopos Labs, Inc. | 3,302 | $594.4K | 0.02% | +2,301+229.9% | Added |
| Wesbanco Bank Inc | 3,288 | $592.1K | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,279 | $590.5K | 0.05% | −625−16.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,258 | $586.7K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,250 | $585.2K | 0.07% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,228 | $581.3K | 0.02% | −100−3.0% | Reduced |
| EP Wealth Advisors, LLC | 3,185 | $573.5K | 0.00% | +141+4.6% | Added |
| Northern Oak Wealth Management Inc | 3,162 | $569.4K | 0.07% | −529−14.3% | Reduced |
| Essex Financial Services, Inc. | 3,130 | $563.6K | 0.03% | +886+39.5% | Added |
| Cresset Asset Management, LLC | 3,113 | $560.6K | 0.00% | −384−11.0% | Reduced |
| Evolve Private Wealth, LLC | 3,092 | $556.8K | 0.03% | +2,030+191.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,076 | $553.9K | 0.01% | +917+42.5% | Added |
| Gibbs Wealth Management | 3,074 | $553.6K | 0.07% | +531+20.9% | Added |
| New England Capital Financial Advisors LLC | 3,034 | $546.4K | 0.15% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,018 | $543.5K | 0.04% | +18+0.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,000 | $540.2K | 0.18% | −600−16.7% | Reduced |
| Riverwater Partners LLC | 2,935 | $528.5K | 0.18% | +1,554+112.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,916 | $525.1K | 0.00% | −37,594−92.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,901 | $522.4K | 0.01% | +148+5.4% | Added |
| Aberdeen Wealth Management LLC | 2,900 | $522.2K | 0.24% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 2,890 | $520.4K | 0.01% | +1,605+124.9% | Added |
| Clearstead Advisors, LLC | 2,890 | $520.4K | 0.00% | +498+20.8% | Added |
| Spinnaker Trust | 2,860 | $515.0K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,824 | $508.6K | 0.01% | +16+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,821 | $508.0K | 0.00% | −4,021−58.8% | Reduced |
| Gsa Capital Partners LLP | 2,817 | $507.0K | 0.03% | −3,134−52.7% | Reduced |
| Vontobel Holding Ltd. | 2,811 | $506.2K | 0.00% | +225+8.7% | Added |
| Arkadios Wealth Advisors | 2,757 | $496.5K | 0.01% | −365−11.7% | Reduced |
| Parcion Private Wealth LLC | 2,749 | $495.0K | 0.03% | +2,749 | New |
| Bamco Inc | 2,704 | $486.9K | 0.00% | −161−5.6% | Reduced |
| Davenport & Co LLC | 2,696 | $485.5K | 0.00% | +506+23.1% | Added |
| EverSource Wealth Advisors, LLC | 2,672 | $481.2K | 0.01% | +998+59.6% | Added |
| Highland Capital Management, LLC | 2,666 | $480.1K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,650 | $477.2K | 0.01% | +216+8.9% | Added |