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 |
|---|---|---|---|---|---|
| Caerus Investment Advisors, LLC | 2,131 | $338.2K | 0.11% | +194+10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,146 | $340.6K | 0.00% | −675−23.9% | Reduced |
| Davenport & Co LLC | 2,171 | $344.6K | 0.00% | −525−19.5% | Reduced |
| Pinebridge Investments LLC | 2,173 | $344.9K | 0.00% | −22,484−91.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,180 | $346.0K | 0.07% | +2,180 | New |
| Ostrum Asset Management | 2,195 | $348.4K | 0.02% | +487+28.5% | Added |
| Pallas Capital Advisors LLC | 2,206 | $350.1K | 0.01% | −189−7.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,219 | $352.0K | 0.00% | −7−0.3% | Reduced |
| V-Square Quantitative Management LLC | 2,242 | $355.9K | 0.03% | +512+29.6% | Added |
| Advisors Capital Management, LLC | 2,260 | $358.8K | 0.00% | −166−6.8% | Reduced |
| Associated Banc-Corp | 2,310 | $366.6K | 0.01% | +2,310 | New |
| National Asset Management, Inc. | 2,313 | $366.7K | 0.02% | +2,313 | New |
| Athena Investment Management | 2,338 | $371.1K | 0.22% | −270−10.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 2,371 | $376.4K | 0.18% | −1,592−40.2% | Reduced |
| Mission Wealth Management, LP | 2,381 | $377.9K | 0.00% | +2,381 | New |
| J.W. Cole Advisors, Inc. | 2,398 | $380.6K | 0.01% | +2,398 | New |
| Fiduciary Family Office, LLC | 2,400 | $380.9K | 0.10% | 00.0% | Unchanged |
| FIL Ltd | 2,422 | $384.4K | 0.00% | +1,567+183.3% | Added |
| EverSource Wealth Advisors, LLC | 2,436 | $386.7K | 0.01% | −236−8.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,445 | $388.1K | 0.02% | −5−0.2% | Reduced |
| Vestcor Inc | 2,452 | $389.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,459 | $390.3K | 0.00% | −17,612−87.7% | Reduced |
| Essex Financial Services, Inc. | 2,461 | $390.6K | 0.02% | −669−21.4% | Reduced |
| Midwest Trust Co | 2,467 | $391.6K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,485 | $394.4K | 0.11% | +2,485 | New |
| Atlantic Union Bankshares Corp | 2,492 | $395.5K | 0.01% | −50−2.0% | Reduced |
| ZEGA Investments, LLC | 2,500 | $396.8K | 0.07% | 00.0% | Unchanged |
| Doheny Asset Management | 2,500 | $397.0K | 0.23% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,514 | $399.1K | 0.05% | −2,107−45.6% | Reduced |
| GAMMA Investing LLC | 2,530 | $401.6K | 0.01% | −1,840−42.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,534 | $402.2K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,547 | $404.3K | 0.00% | +2,547 | New |
| Keybank National Association | 2,560 | $406.3K | 0.00% | −1,233−32.5% | Reduced |
| Tema ETFs LLC | 2,565 | $407.1K | 0.01% | +184+7.7% | Added |
| Evergreen Capital Management LLC | 2,571 | $408.1K | 0.01% | +2,571 | New |
| Prudential PLC | 2,574 | $408.5K | 0.00% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,599 | $412.5K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 2,600 | $412.7K | 0.09% | +2,600 | New |
| Andra AP-fonden | 2,613 | $414.7K | 0.00% | +2,613 | New |
| Northern Oak Wealth Management Inc | 2,620 | $415.8K | 0.05% | −542−17.1% | Reduced |
| STRS Ohio | 2,622 | $416.2K | 0.00% | −9,496−78.4% | Reduced |
| Clearstead Advisors, LLC | 2,627 | $416.9K | 0.00% | −263−9.1% | Reduced |
| Highland Capital Management, LLC | 2,666 | $423.1K | 0.02% | 00.0% | Unchanged |
| Bamco Inc | 2,668 | $423.5K | 0.00% | −36−1.3% | Reduced |
| Atom Investors LP | 2,686 | $426.3K | 0.04% | +2,686 | New |
| DRW Securities, LLC | 2,696 | $427.9K | 0.03% | +2,696 | New |
| Stoneridge Investment Partners LLC | 2,501 | $432.0K | 0.28% | +2,501 | New |
| Northwestern Mutual Wealth Management Co | 2,723 | $432.2K | 0.00% | −674−19.8% | Reduced |
| Citizens Financial Group Inc | 2,740 | $434.9K | 0.01% | +1,207+78.7% | Added |
| Carnegie Capital Asset Management, LLC | 2,753 | $437.0K | 0.01% | −148−5.1% | Reduced |
| Osmosis Investment Management UK Ltd | 2,777 | $440.8K | 0.02% | −2,791−50.1% | Reduced |
| Krilogy Financial LLC | 2,778 | $440.9K | 0.01% | +1,353+94.9% | Added |
| Bowen Hanes & Co Inc | 2,486 | $447.7K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 2,868 | $455.2K | 0.00% | −12,568−81.4% | Reduced |
| Spinnaker Trust | 2,874 | $456.2K | 0.02% | +14+0.5% | Added |
| Metis Global Partners, LLC | 2,898 | $460.0K | 0.01% | −1,988−40.7% | Reduced |
| Voleon Capital Management LP | 2,900 | $460.3K | 0.01% | −11,299−79.6% | Reduced |
| Aberdeen Wealth Management LLC | 2,900 | $460.3K | 0.22% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,911 | $462.0K | 0.01% | +1,657+132.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,916 | $462.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,918 | $463.1K | 0.00% | +941+47.6% | Added |
| United Capital Financial Advisers, LLC | 2,925 | $464.3K | 0.00% | −669−18.6% | Reduced |
| Quantbot Technologies LP | 2,945 | $467.4K | 0.02% | +2,945 | New |
| Vinva Investment Management Ltd | 2,966 | $470.3K | 0.00% | +2,966 | New |
| OpenArc Corporate Advisory, LLC | 2,975 | $472.2K | 0.01% | +85+2.9% | Added |
| SNS Financial Group, LLC | 2,983 | $473.5K | 0.01% | +1,480+98.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,000 | $476.2K | 0.14% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 3,034 | $481.6K | 0.12% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,040 | $482.5K | 0.01% | −36−1.2% | Reduced |
| Malaga Cove Capital, LLC | 3,051 | $484.3K | 0.15% | −281−8.4% | Reduced |
| Ninety One SA (PTY) Ltd | 3,148 | $486.1K | 0.03% | +3,148 | New |
| Wesbanco Bank Inc | 3,090 | $490.4K | 0.01% | −198−6.0% | Reduced |
| Bull Harbor Capital LLC | 3,097 | $491.6K | 0.10% | +713+29.9% | Added |
| Fiduciary Group LLC | 3,103 | $492.5K | 0.04% | −200−6.1% | Reduced |
| GWM Advisors LLC | 3,146 | $499.3K | 0.00% | +938+42.5% | Added |
| IMC-Chicago, LLC | 3,166 | $502.5K | 0.00% | +1,652+109.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,196 | $507.3K | 0.03% | −62−1.9% | Reduced |
| First Financial Bank - Trust Division | 3,197 | $507.4K | 0.04% | −82−2.5% | Reduced |
| Cresset Asset Management, LLC | 3,197 | $507.5K | 0.00% | +84+2.7% | Added |
| NorthCrest Asset Manangement, LLC | 3,069 | $511.5K | 0.01% | +456+17.5% | Added |
| Community Bank, N.A. | 3,250 | $515.8K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 3,256 | $516.8K | 0.00% | −287−8.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,296 | $523.2K | 0.00% | +472+16.7% | Added |
| Advisory Services Network, LLC | 3,315 | $526.1K | 0.01% | +2,930+761.0% | Added |
| Americana Partners, LLC | 3,324 | $527.6K | 0.01% | +3,324 | New |
| Securian Asset Management, Inc | 3,128 | $553.9K | 0.02% | −100−3.1% | Reduced |
| Neo Ivy Capital Management | 3,534 | $560.9K | 0.13% | +3,534 | New |
| Sterling Capital Management LLC | 3,566 | $566.0K | 0.01% | +15+0.4% | Added |
| Callan Family Office, LLC | 3,581 | $568.4K | 0.01% | +11+0.3% | Added |
| Raiffeisen Bank International AG | 3,590 | $569.3K | 0.01% | +53+1.5% | Added |
| MUFG Securities Americas Inc. | 3,587 | $569.3K | 0.03% | +255+7.7% | Added |
| Gsa Capital Partners LLP | 3,597 | $571.0K | 0.04% | +780+27.7% | Added |
| Guyasuta Investment Advisors Inc | 3,600 | $571.4K | 0.03% | 00.0% | Unchanged |
| North Dakota State Investment Board | 3,628 | $575.8K | 0.02% | +102+2.9% | Added |
| EntryPoint Capital, LLC | 3,662 | $581.2K | 0.14% | +3,662 | New |
| AlphaGrep UK Ltd | 3,742 | $593.9K | 0.18% | +3,742 | New |
| Evolve Private Wealth, LLC | 3,743 | $594.1K | 0.04% | +651+21.1% | Added |
| Schonfeld Strategic Advisors LLC | 3,761 | $596.9K | 0.00% | +3,761 | New |
| GW Henssler & Associates Ltd | 3,775 | $599.2K | 0.03% | −19−0.5% | Reduced |
| Fox Run Management, L.L.C. | 3,785 | $600.8K | 0.10% | +3,785 | New |