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, Q2 2026
Institutional positions in Equifax Inc as of Jun 30, 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
- 838
- −26 vs. Q1 2026
- Shares held
- 119.5M
- −643.1K (−0.5%) vs. Q1 2026
- Total value
- $19.0B
- −$2.67B (−12.3%) vs. Q1 2026
- New holders
- 113
- 255 more added
- Sold out
- 139
- 353 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 64 | $10.4K | 0.00% | −2−3.0% | Reduced |
| Walleye Capital LLC | 66 | $10.5K | 0.00% | −17,273−99.6% | Reduced |
| AdvisorNet Financial, Inc | 66 | $10.5K | 0.00% | −2−2.9% | Reduced |
| West Paces Advisors Inc. | 70 | $11.1K | 0.00% | +70 | New |
| Entrust Financial LLC | 71 | $11.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 73 | $11.6K | 0.00% | +10+15.9% | Added |
| CoreCap Advisors, LLC | 74 | $11.7K | 0.00% | −2−2.6% | Reduced |
| Geneos Wealth Management Inc. | 80 | $12.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 80 | $12.7K | 0.00% | +14+21.2% | Added |
| Bare Financial Services, Inc | 81 | $12.9K | 0.00% | +45+125.0% | Added |
| Capital Advisors, Ltd. LLC | 82 | $13.0K | 0.00% | −31−27.4% | Reduced |
| Heritage Wealth Advisors | 82 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $13.3K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 84 | $13.3K | 0.00% | +84 | New |
| Cassaday & Co Wealth Management LLC | 84 | $13.3K | 0.00% | −1−1.2% | Reduced |
| First Command Advisory Services, Inc. | 86 | $13.7K | 0.00% | +74+616.7% | Added |
| Country Trust Bank | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 104 | $16.4K | 0.00% | −84−44.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 104 | $16.5K | 0.00% | −44−29.7% | Reduced |
| Evelyn Partners Group Ltd | 105 | $16.7K | 0.00% | +105 | New |
| Owl Creek Wealth Partners LLC | 106 | $16.8K | 0.00% | −66−38.4% | Reduced |
| Beacon Financial Strategies CORP | 107 | $17.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 111 | $17.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 112 | $17.8K | 0.00% | −57−33.7% | Reduced |
| Covestor Ltd | 114 | $18.0K | 0.01% | −178−61.0% | Reduced |
| Glen Eagle Advisors, LLC | 118 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 125 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 126 | $20.0K | 0.01% | +12+10.5% | Added |
| MV Capital Management, Inc. | 126 | $20.0K | 0.00% | −29−18.7% | Reduced |
| Caldwell Trust Co | 126 | $20.0K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 127 | $20.2K | 0.00% | −6−4.5% | Reduced |
| Lodestone Wealth Management LLC | 133 | $21.1K | 0.01% | −14−9.5% | Reduced |
| Kemnay Advisory Services Inc. | 134 | $21.3K | 0.00% | +96+252.6% | Added |
| High Note Wealth, LLC | 137 | $21.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 142 | $22.6K | 0.00% | +26+22.4% | Added |
| Zions Bancorporation, National Association | 149 | $23.6K | 0.00% | +32+27.4% | Added |
| TIAA Wealth Investment Management LLC | 154 | $24.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 155 | $24.6K | 0.00% | +63+68.5% | Added |
| CX Institutional | 160 | $25.0K | 0.00% | −1,820−91.9% | Reduced |
| Cromwell Holdings LLC | 172 | $27.3K | 0.01% | −131−43.2% | Reduced |
| Horizon Financial Services, LLC | 172 | $27.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 174 | $27.6K | 0.00% | −157−47.4% | Reduced |
| Close Asset Management Ltd | 175 | $28.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $28.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 188 | $29.8K | 0.00% | +188 | New |
| Whittier Trust Co of Nevada Inc | 180 | $31.4K | 0.00% | −93−34.1% | Reduced |
| Quarry LP | 198 | $31.4K | 0.00% | −122−38.1% | Reduced |
| Valley National Advisers Inc | 200 | $31.7K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 200 | $31.7K | 0.01% | +200 | New |
| Osterweis Capital Management Inc | 210 | $33.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 211 | $33.5K | 0.01% | −8−3.7% | Reduced |
| Key Financial Inc | 227 | $36.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 233 | $36.9K | 0.00% | −579−71.3% | Reduced |
| Meramec Financial Planners, LLC | 235 | $41.6K | 0.02% | +11+4.9% | Added |
| Mascoma Wealth Management LLC | 266 | $42.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 273 | $43.3K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 285 | $45.0K | 0.00% | −150−34.5% | Reduced |
| Global Retirement Partners, LLC | 294 | $46.6K | 0.00% | +294 | New |
| Guardian Partners Inc. | 300 | $47.6K | 0.00% | +300 | New |
| HM Payson & Co | 306 | $48.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 315 | $50.0K | 0.01% | +172+120.3% | Added |
| DT Investment Partners, LLC | 326 | $51.7K | 0.00% | −29−8.2% | Reduced |
| Onefund, LLC | 326 | $51.7K | 0.03% | −11−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 336 | $53.3K | 0.01% | −319−48.7% | Reduced |
| Piscataqua Savings Bank | 337 | $53.5K | 0.04% | −10−2.9% | Reduced |
| Pflug Koory, LLC | 365 | $57.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 369 | $58.6K | 0.00% | +180+95.2% | Added |
| Massmutual Trust Co FSB | 370 | $58.7K | 0.00% | −89−19.4% | Reduced |
| Hanson & Doremus Investment Management | 373 | $59.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 382 | $60.6K | 0.00% | −93−19.6% | Reduced |
| NVWM, LLC | 401 | $63.6K | 0.01% | −6−1.5% | Reduced |
| Hantz Financial Services, Inc. | 442 | $70.0K | 0.00% | −317−41.8% | Reduced |
| Lloyd Advisory Services, LLC. | 441 | $70.0K | 0.03% | +441 | New |
| Private Trust Co NA | 490 | $77.8K | 0.01% | −124−20.2% | Reduced |
| Ninety One North America, Inc. | 492 | $78.1K | 0.00% | −443−47.4% | Reduced |
| Delta Asset Management LLC | 500 | $79.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 504 | $80.0K | 0.02% | +42+9.1% | Added |
| Steward Partners Investment Advisory, LLC | 526 | $83.6K | 0.00% | −1,053−66.7% | Reduced |
| Wall Street Access Asset Management, LLC | 540 | $85.7K | 0.01% | +540 | New |
| VSM Wealth Advisory, LLC | 550 | $87.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 556 | $88.2K | 0.01% | −346−38.4% | Reduced |
| Bayforest Capital Ltd | 592 | $94.0K | 0.09% | +371+167.9% | Added |
| Mather Group, LLC. | 599 | $95.1K | 0.00% | −751−55.6% | Reduced |
| Axiom Investment Management LLC | 615 | $97.7K | 0.07% | +2+0.3% | Added |
| Penserra Capital Management LLC | 691 | $108.0K | 0.00% | +1+0.1% | Added |
| Anchor Investment Management, LLC | 689 | $109.4K | 0.01% | +467+210.4% | Added |
| Institute for Wealth Management, LLC. | 724 | $114.9K | 0.01% | +724 | New |
| Parallel Advisors, LLC | 742 | $117.9K | 0.00% | −155−17.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 766 | $121.7K | 0.01% | +200+35.3% | Added |
| Fulcrum Asset Management LLP | 785 | $124.5K | 0.01% | +785 | New |
| Smartleaf Asset Management LLC | 790 | $125.4K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 791 | $125.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 823 | $130.6K | 0.03% | +157+23.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $139.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 888 | $140.9K | 0.00% | +445+100.5% | Added |
| Optiver Holding B.V. | 911 | $144.6K | 0.00% | +911 | New |
| Acropolis Investment Management, LLC | 926 | $147.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 944 | $149.8K | 0.00% | +49+5.5% | Added |
| Salem Investment Counselors Inc | 986 | $156.5K | 0.00% | 00.0% | Unchanged |