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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 258 | $46.5K | 0.00% | −37−12.5% | Reduced |
| City State Bank | 250 | $45.0K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 224 | $44.5K | 0.02% | −4−1.8% | Reduced |
| Key Financial Inc | 227 | $40.9K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 226 | $40.7K | 0.01% | +226 | New |
| Anchor Investment Management, LLC | 222 | $40.0K | 0.00% | −100−31.1% | Reduced |
| Bayforest Capital Ltd | 221 | $39.8K | 0.04% | +3+1.4% | Added |
| Basecamp Wealth Advisors LLC | 219 | $39.4K | 0.01% | +7+3.3% | Added |
| Osterweis Capital Management Inc | 210 | $37.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 189 | $34.0K | 0.00% | −487−72.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 188 | $33.8K | 0.00% | +75+66.4% | Added |
| Ballast Advisors LLC | 185 | $33.3K | 0.01% | +185 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $32.4K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 175 | $32.0K | 0.00% | +175 | New |
| Owl Creek Wealth Partners LLC | 172 | $31.0K | 0.01% | +172 | New |
| Horizon Financial Services, LLC | 172 | $31.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 169 | $30.4K | 0.01% | +98+138.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 159 | $28.7K | 0.01% | −292−64.7% | Reduced |
| MV Capital Management, Inc. | 155 | $27.9K | 0.00% | +12+8.4% | Added |
| TIAA Wealth Investment Management LLC | 154 | $27.7K | 0.00% | +154 | New |
| RWM Asset Management, LLC | 150 | $27.0K | 0.00% | +150 | New |
| Wealth Enhancement Trust Services, Inc. | 148 | $26.6K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 147 | $26.5K | 0.01% | +13+9.7% | Added |
| SJS Investment Consulting Inc. | 143 | $25.8K | 0.00% | −19−11.7% | Reduced |
| High Note Wealth, LLC | 137 | $24.7K | 0.00% | −8−5.5% | Reduced |
| Generali Asset Management SPA SGR | 133 | $23.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 126 | $22.7K | 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 |
| Glen Eagle Advisors, LLC | 118 | $21.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 117 | $21.1K | 0.00% | −650−84.7% | Reduced |
| GW&K Investment Management, LLC | 117 | $21.0K | 0.00% | +45+62.5% | Added |
| Spire Wealth Management | 116 | $20.9K | 0.00% | +35+43.2% | Added |
| 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 |
| Ameriflex Group, Inc. | 114 | $20.5K | 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 |
| Beacon Financial Strategies CORP | 107 | $19.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 105 | $18.9K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 104 | $18.7K | 0.00% | −9,434−98.9% | Reduced |
| Country Trust Bank | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $18.0K | 0.00% | +100 | New |
| Global X Japan Co., Ltd. | 96 | $17.3K | 0.00% | +48+100.0% | Added |
| NBC Securities, Inc. | 92 | $16.6K | 0.00% | +76+475.0% | Added |
| Scarborough Advisors, LLC | 88 | $15.8K | 0.00% | +88 | New |
| Cassaday & Co Wealth Management LLC | 85 | $15.3K | 0.00% | +85 | New |
| Farmers & Merchants Investments Inc | 84 | $15.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 82 | $14.8K | 0.00% | +1+1.2% | Added |
| Heritage Wealth Advisors | 82 | $14.8K | 0.00% | +82 | New |
| Wealth Preservation Advisors, LLC | 81 | $14.6K | 0.01% | +81 | New |
| Geneos Wealth Management Inc. | 80 | $14.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 79 | $14.2K | 0.00% | +31+64.6% | Added |
| Ares Financial Consulting, LLC | 79 | $14.2K | 0.01% | +20+33.9% | Added |
| CoreCap Advisors, LLC | 76 | $13.7K | 0.00% | +43+130.3% | Added |
| Entrust Financial LLC | 71 | $12.8K | 0.01% | −2−2.7% | Reduced |
| AdvisorNet Financial, Inc | 68 | $12.2K | 0.00% | +4+6.3% | Added |
| Harbour Investments, Inc. | 66 | $12.1K | 0.00% | −85−56.3% | Reduced |
| Salomon & Ludwin, LLC | 66 | $12.0K | 0.00% | −12−15.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 66 | $11.9K | 0.00% | +66 | New |
| N.E.W. Advisory Services LLC | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 62 | $11.2K | 0.01% | +62 | New |
| Cornerstone Planning Group LLC | 63 | $10.7K | 0.00% | +45+250.0% | Added |
| Align Financial, LLC | 55 | $9.90K | 0.01% | −11,879−99.5% | Reduced |
| EFG International AG | 54 | $9.72K | 0.00% | −312−85.2% | Reduced |
| McIlrath & Eck, LLC | 53 | $9.54K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 52 | $9.36K | 0.00% | −128−71.1% | Reduced |
| Grove Bank & Trust | 51 | $9.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 46 | $8.23K | 0.00% | +8+21.1% | Added |
| Joseph Group Capital Management | 45 | $8.10K | 0.00% | +45 | New |
| Rocky Mountain Advisers, LLC | 42 | $7.56K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kilter Group LLC | 39 | $7.02K | 0.00% | +30+333.3% | Added |
| Kemnay Advisory Services Inc. | 38 | $6.84K | 0.00% | −80−67.8% | Reduced |
| Bare Financial Services, Inc | 36 | $6.48K | 0.00% | +33+1,100.0% | Added |
| First Financial Corp | 35 | $6.30K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 35 | $6.30K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 35 | $6.30K | 0.00% | +12+52.2% | Added |
| Westside Investment Management, Inc. | 34 | $6.19K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $6.12K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 34 | $6.12K | 0.05% | +9+36.0% | Added |
| JPL Wealth Management, LLC | 33 | $5.94K | 0.00% | +33 | New |
| Steigerwald, Gordon & Koch Inc. | 33 | $5.94K | 0.00% | −46−58.2% | Reduced |
| Millstone Evans Group, LLC | 33 | $5.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $5.76K | 0.00% | −17−34.7% | Reduced |
| Sankala Group LLC | 32 | $5.54K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 30 | $5.49K | 0.00% | +5+20.0% | Added |
| Rossby Financial, LCC | 30 | $5.47K | 0.00% | −267−89.9% | Reduced |
| Creative Financial Designs Inc | 30 | $5.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $5.22K | 0.00% | −30−50.8% | Reduced |
| Fortitude Family Office, LLC | 29 | $5.22K | 0.00% | +1+3.6% | Added |
| Golden State Equity Partners | 27 | $4.86K | 0.00% | +27 | New |
| Keating Financial Advisory Services, Inc. | 24 | $4.32K | 0.00% | −6−20.0% | Reduced |
| Wolff Wiese Magana LLC | 24 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.14K | 0.00% | +3+15.0% | Added |
| Clayton Financial Group LLC | 23 | $4.14K | 0.00% | +15+187.5% | Added |
| Brown, Lisle/Cummings, Inc. | 23 | $4.14K | 0.00% | +23 | New |