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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 22 | $3.96K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 22 | $3.96K | 0.00% | +22 | New |
| Signature Equity Partners, LLC | 22 | $3.88K | 0.00% | +9+69.2% | Added |
| Nemes Rush Group LLC | 21 | $3.83K | 0.00% | −1−4.5% | Reduced |
| Financial Network Wealth Advisors LLC | 21 | $3.81K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 21 | $3.78K | 0.00% | +8+61.5% | Added |
| Bruce G. Allen Investments, LLC | 21 | $3.78K | 0.00% | +11+110.0% | Added |
| IMG Wealth Management, Inc. | 21 | $3.78K | 0.00% | +21 | New |
| Sachetta, LLC | 20 | $3.60K | 0.00% | +11+122.2% | Added |
| Clear Street Markets LLC | 20 | $3.60K | 0.00% | −161−89.0% | Reduced |
| WPG Advisers, LLC | 20 | $3.60K | 0.00% | −12−37.5% | Reduced |
| Triumph Capital Management | 20 | $3.60K | 0.00% | +18+900.0% | Added |
| Central Trust Co | 18 | $3.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 18 | $3.24K | 0.00% | +4+28.6% | Added |
| Avion Wealth | 17 | $3.00K | 0.00% | −5−22.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17 | $2.93K | 0.00% | +17 | New |
| Clark Wealth Partners | 16 | $2.88K | 0.00% | +16 | New |
| Red Tortoise LLC | 16 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $2.70K | 0.00% | +6+66.7% | Added |
| SBI Securities Co., Ltd. | 14 | $2.52K | 0.00% | −51−78.5% | Reduced |
| ZRC Wealth Management, LLC | 14 | $2.52K | 0.00% | −7−33.3% | Reduced |
| Aviso Financial Inc. | 14 | $2.52K | 0.00% | −752−98.2% | Reduced |
| J.Safra Asset Management Corp | 13 | $2.34K | 0.00% | +2+18.2% | Added |
| South State Corp. | 12 | $2.16K | 0.00% | −63−84.0% | Reduced |
| Johnson Financial Group, Inc. | 12 | $2.16K | 0.00% | −63−84.0% | Reduced |
| Abound Wealth Management | 12 | $2.16K | 0.00% | −2−14.3% | Reduced |
| Bogart Wealth, LLC | 12 | $2.16K | 0.00% | +6+100.0% | Added |
| Cornerstone Financial Management LLC | 12 | $2.16K | 0.00% | +10+500.0% | Added |
| First Command Advisory Services, Inc. | 12 | $2.16K | 0.00% | +12 | New |
| Wall Street Financial Group, Inc. | 12 | $2.16K | 0.00% | +12 | New |
| Portus Wealth Advisors, LLC | 11 | $1.98K | 0.00% | +11 | New |
| TFC Financial Management | 10 | $1.80K | 0.00% | +3+42.9% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $1.80K | 0.00% | −1−9.1% | Reduced |
| Raleigh Capital Management Inc. | 10 | $1.80K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $1.80K | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $1.62K | 0.00% | +1+12.5% | Added |
| Prestige Wealth Management Group LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $1.26K | 0.00% | −8−53.3% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $1.26K | 0.00% | −1−12.5% | Reduced |
| Imprint Wealth LLC | 7 | $1.26K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.08K | 0.00% | +2+50.0% | Added |
| North Star Investment Management Corp. | 6 | $1.08K | 0.00% | +2+50.0% | Added |
| NBT Bank N A | 6 | $1.08K | 0.00% | +6 | New |
| Elequin Capital LP | 6 | $1.08K | 0.00% | +6 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $901 | 0.00% | −39−88.6% | Reduced |
| Financial Consulate, Inc | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $900 | 0.00% | +3+150.0% | Added |
| MBM Wealth Consultants, LLC | 5 | $900 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $900 | 0.00% | +5 | New |
| Burk Holdings LLC | 5 | $900 | 0.00% | +5 | New |
| Crewe Advisors LLC | 3 | $541 | 0.00% | −1−25.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $541 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 3 | $541 | 0.00% | +3 | New |
| United Community Bank | 3 | $540 | 0.00% | −20−87.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $540 | 0.00% | −1−25.0% | Reduced |
| 1015 Capital Partners, LLC | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $540 | 0.00% | +2+200.0% | Added |
| Synergy Investment Management, LLC | 3 | $540 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $378 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $361 | 0.00% | −2−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $361 | 0.00% | +1+100.0% | Added |
| Tidemark, LLC | 2 | $360 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $360 | 0.00% | +2 | New |
| Purpose Unlimited Inc. | 2 | $360 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $331 | 0.00% | −9−90.0% | Reduced |
| Asset Dedication, LLC | 1 | $181 | 0.00% | −23−95.8% | Reduced |
| First Pacific Financial | 1 | $181 | 0.00% | +1 | New |
| Trust Co of Toledo NA | 1 | $180 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 1 | $180 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $180 | 0.00% | +1 | New |
| Burkett Financial Services, LLC | 0 | $18 | 0.00% | 0 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −645,525−100.0% | Sold out |
| Coalescence Partners Investment Management, LP | 0 | $0 | 0.00% | −165,222−100.0% | Sold out |
| Square Wave Capital, LLC | 0 | $0 | 0.00% | −165,020−100.0% | Sold out |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 0 | $0 | 0.00% | −146,352−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −126,963−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −115,223−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −98,891−100.0% | Sold out |
| NS Partners Ltd | 0 | $0 | 0.00% | −94,791−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −93,200−100.0% | Sold out |
| Arvin Capital Management LP | 0 | $0 | 0.00% | −73,532−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −41,705−100.0% | Sold out |
| Triveni Capital Investments LP | 0 | $0 | 0.00% | −41,179−100.0% | Sold out |
| Explore Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −26,721−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −25,808−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −23,582−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −22,896−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,431−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −20,107−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −18,698−100.0% | Sold out |
| Karl Kapital LLC | 0 | $0 | 0.00% | −16,042−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −12,019−100.0% | Sold out |