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 | 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, 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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 1,438 | $258.9K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,428 | $257.1K | 0.00% | +1,428 | New |
| Baker Avenue Asset Management, LP | 1,423 | $256.3K | 0.01% | +12+0.9% | Added |
| Gateway Investment Advisers LLC | 1,423 | $256.2K | 0.00% | +1,423 | New |
| NorthRock Partners, LLC | 1,422 | $256.1K | 0.00% | +1,422 | New |
| Ballentine Partners, LLC | 1,420 | $255.7K | 0.00% | −711−33.4% | Reduced |
| Journey Strategic Wealth LLC | 1,416 | $255.0K | 0.01% | +1,416 | New |
| Daymark Wealth Partners, LLC | 1,403 | $252.6K | 0.01% | +1,403 | New |
| Wealth Management Nebraska | 1,399 | $251.9K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,387 | $249.8K | 0.00% | −47−3.3% | Reduced |
| Wick Capital Partners, LLC | 1,367 | $246.2K | 0.05% | +1,367 | New |
| Mather Group, LLC. | 1,350 | $243.1K | 0.00% | +1,350 | New |
| Transcend Wealth Collective, LLC | 1,346 | $242.4K | 0.02% | +1,346 | New |
| BBR Partners, LLC | 1,333 | $240.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,329 | $239.3K | 0.00% | −46−3.3% | Reduced |
| Wealth Alliance | 1,326 | $238.8K | 0.02% | +220+19.9% | Added |
| Simplicity Wealth,LLC | 1,323 | $238.2K | 0.01% | +1,323 | New |
| Genesis Private Wealth, LLC | 1,313 | $236.4K | 0.07% | +1,313 | New |
| Vista Capital Partners, Inc. | 1,308 | $235.5K | 0.02% | +15+1.2% | Added |
| TrueWealth Advisors, LLC | 1,289 | $232.1K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,267 | $228.1K | 0.02% | −33−2.5% | Reduced |
| Nicolet Bankshares Inc | 1,263 | $227.4K | 0.01% | +3+0.2% | Added |
| Verity Asset Management, Inc. | 1,263 | $227.4K | 0.10% | +307+32.1% | Added |
| Joel Isaacson & Co., LLC | 1,257 | $226.3K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,254 | $225.8K | 0.01% | +1,254 | New |
| Guggenheim Capital LLC | 1,236 | $222.6K | 0.00% | −353−22.2% | Reduced |
| Bridgewater Advisors Inc. | 1,388 | $222.0K | 0.01% | −78−5.3% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,232 | $221.8K | 0.00% | +1,232 | New |
| Breakwater Capital Group | 1,230 | $221.5K | 0.03% | +1,230 | New |
| Goldstein Advisors, LLC | 1,225 | $220.6K | 0.02% | +183+17.6% | Added |
| Resources Investment Advisors, LLC. | 1,219 | $219.5K | 0.00% | −79−6.1% | Reduced |
| Johnson Investment Counsel Inc | 1,201 | $216.3K | 0.00% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,199 | $215.9K | 0.03% | +1,199 | New |
| Fifth Third Wealth Advisors LLC | 1,186 | $213.6K | 0.01% | −110−8.5% | Reduced |
| Farther Finance Advisors, LLC | 1,187 | $213.2K | 0.00% | +259+27.9% | Added |
| Principal Securities, Inc. | 1,178 | $212.1K | 0.00% | −734−38.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,176 | $211.8K | 0.09% | +3+0.3% | Added |
| GTS Securities LLC | 1,163 | $209.4K | 0.01% | +24+2.1% | Added |
| Checchi Capital Advisers, LLC | 1,160 | $208.9K | 0.01% | +1,160 | New |
| Stronghold Wealth Management L.L.C. | 1,158 | $208.5K | 0.32% | +1,158 | New |
| Meridian Wealth Management, LLC | 1,155 | $208.1K | 0.01% | +22+1.9% | Added |
| Perigon Wealth Management, LLC | 1,153 | $207.6K | 0.00% | +190+19.7% | Added |
| SPG Advisors LLC | 1,135 | $204.4K | 3.11% | +1,135 | New |
| Cigna Investments Inc | 1,131 | $204.0K | 0.03% | −56−4.7% | Reduced |
| 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 |
| Panagora Asset Management Inc | 1,122 | $202.0K | 0.00% | +65+6.1% | Added |
| S-Bank Fund Management Ltd | 1,087 | $195.7K | 0.03% | −40−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,080 | $194.5K | 0.01% | −48−4.3% | Reduced |
| Salem Investment Counselors Inc | 986 | $177.6K | 0.01% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 935 | $168.4K | 0.01% | −548−37.0% | Reduced |
| Acropolis Investment Management, LLC | 926 | $166.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 902 | $162.4K | 0.02% | −737−45.0% | Reduced |
| Parallel Advisors, LLC | 897 | $161.7K | 0.00% | +311+53.1% | Added |
| IFP Advisors, Inc | 895 | $161.2K | 0.00% | +267+42.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $157.9K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 855 | $154.0K | 0.00% | +855 | New |
| Whittier Trust Co | 816 | $148.6K | 0.00% | −149−15.4% | Reduced |
| Larson Financial Group LLC | 812 | $146.1K | 0.00% | +509+168.0% | Added |
| Westpac Banking Corp | 791 | $142.4K | 0.01% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 790 | $142.3K | 0.13% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 790 | $140.2K | 0.01% | −129−14.0% | Reduced |
| Hantz Financial Services, Inc. | 759 | $137.0K | 0.00% | +569+299.5% | Added |
| Root Financial Partners, LLC | 719 | $129.5K | 0.01% | +464+182.0% | Added |
| Penserra Capital Management LLC | 690 | $123.0K | 0.00% | +21+3.1% | Added |
| True Wealth Design, LLC | 666 | $119.9K | 0.03% | +518+350.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 655 | $117.9K | 0.01% | +457+230.8% | Added |
| Private Trust Co NA | 614 | $110.6K | 0.01% | +17+2.8% | Added |
| Axiom Investment Management LLC | 613 | $110.4K | 0.08% | +613 | New |
| Transamerica Financial Advisors, Inc. | 566 | $101.9K | 0.01% | +531+1,517.1% | Added |
| VSM Wealth Advisory, LLC | 550 | $99.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 539 | $97.1K | 0.02% | +539 | New |
| Delta Asset Management LLC | 500 | $90.0K | 0.01% | −163−24.6% | Reduced |
| Umb Bank N A | 475 | $85.5K | 0.00% | +156+48.9% | Added |
| Cary Street Partner Investment Advisory LLC | 462 | $83.2K | 0.02% | +45+10.8% | Added |
| Massmutual Trust Co FSB | 459 | $82.7K | 0.00% | +41+9.8% | Added |
| SRS Capital Advisors, Inc. | 454 | $81.8K | 0.00% | −122−21.2% | Reduced |
| Group One Trading, L.P. | 443 | $79.8K | 0.00% | +206+86.9% | Added |
| Sit Investment Associates Inc | 435 | $78.0K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 427 | $76.9K | 0.05% | +427 | New |
| NVWM, LLC | 407 | $73.3K | 0.02% | +3+0.7% | Added |
| Advisory Services Network, LLC | 385 | $69.3K | 0.00% | +385 | New |
| Hanson & Doremus Investment Management | 373 | $67.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 365 | $65.7K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 355 | $63.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 351 | $63.2K | 0.00% | +39+12.5% | Added |
| Piscataqua Savings Bank | 347 | $62.5K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 342 | $61.6K | 0.01% | −29−7.8% | Reduced |
| Onefund, LLC | 337 | $60.6K | 0.04% | −20−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 336 | $60.5K | 0.00% | −73−17.8% | Reduced |
| Atlantic Trust, LLC | 331 | $59.6K | 0.01% | −129−28.0% | Reduced |
| Quarry LP | 320 | $57.6K | 0.01% | +155+93.9% | Added |
| State of Wyoming | 315 | $56.7K | 0.01% | −93−22.8% | Reduced |
| HM Payson & Co | 306 | $55.1K | 0.00% | −1,716−84.9% | Reduced |
| Cromwell Holdings LLC | 303 | $54.6K | 0.03% | −44−12.7% | Reduced |
| Opal Wealth Advisors, LLC | 302 | $54.4K | 0.01% | +302 | New |
| Covestor Ltd | 292 | $53.0K | 0.04% | +227+349.2% | Added |
| Whittier Trust Co of Nevada Inc | 273 | $49.7K | 0.00% | −480−63.7% | Reduced |
| Exchange Traded Concepts, LLC | 273 | $49.2K | 0.00% | +42+18.2% | Added |
| Mascoma Wealth Management LLC | 266 | $47.9K | 0.01% | 00.0% | Unchanged |