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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,432 | $227.2K | 0.00% | +245+20.6% | Added |
| Claret Asset Management Corp | 1,423 | $226.0K | 0.02% | +1,423 | New |
| Oslo Pensjonsforsikring AS | 1,422 | $225.7K | 0.03% | +1,196+529.2% | Added |
| QRG Capital Management, Inc. | 1,422 | $225.7K | 0.00% | −264−15.7% | Reduced |
| Capstone Wealth Management, LLC | 1,420 | $225.4K | 0.10% | +1,420 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,413 | $224.3K | 0.00% | −252−15.1% | Reduced |
| Riversedge Advisors, LLC | 1,409 | $223.6K | 0.03% | +1,409 | New |
| WSFS Capital Management, LLC | 1,401 | $222.4K | 0.01% | −54−3.7% | Reduced |
| Sowell Financial Services LLC | 1,389 | $220.5K | 0.01% | −131−8.6% | Reduced |
| Blackstone Group Inc. | 1,387 | $220.1K | 0.00% | +1,387 | New |
| Roundview Capital LLC | 1,383 | $219.5K | 0.01% | −337−19.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,373 | $218.0K | 0.01% | +27+2.0% | Added |
| Kestra Private Wealth Services, LLC | 1,336 | $212.0K | 0.00% | −51−3.7% | Reduced |
| BBR Partners, LLC | 1,333 | $211.6K | 0.01% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,327 | $210.6K | 0.01% | +1,327 | New |
| Investment Research Partners LLC | 1,325 | $210.3K | 0.07% | +1,325 | New |
| Ronald Blue Trust, Inc. | 1,324 | $210.1K | 0.00% | +988+294.0% | Added |
| Beese Fulmer Investment Management, Inc. | 1,317 | $209.0K | 0.01% | −295−18.3% | Reduced |
| State of Wyoming | 1,317 | $209.0K | 0.02% | +1,002+318.1% | Added |
| Coldstream Capital Management Inc | 1,315 | $208.7K | 0.00% | −1,335−50.4% | Reduced |
| Thrive Wealth Management, LLC | 1,315 | $208.7K | 0.03% | −582−30.7% | Reduced |
| Avail Investment Partners, LLC | 1,298 | $206.0K | 0.16% | +1,298 | New |
| LVW Advisors, LLC | 1,296 | $205.7K | 0.02% | −913−41.3% | Reduced |
| Silvercrest Asset Management Group LLC | 1,296 | $205.7K | 0.00% | −1,129−46.6% | Reduced |
| Joel Isaacson & Co., LLC | 1,296 | $205.7K | 0.01% | +39+3.1% | Added |
| Vista Capital Partners, Inc. | 1,295 | $205.5K | 0.02% | −13−1.0% | Reduced |
| Capula Management Ltd | 1,291 | $204.9K | 0.00% | −3,054−70.3% | Reduced |
| TrueWealth Advisors, LLC | 1,289 | $204.6K | 0.05% | 00.0% | Unchanged |
| Sentinus, LLC | 1,288 | $204.4K | 0.02% | −691−34.9% | Reduced |
| Nicolet Bankshares Inc | 1,284 | $203.8K | 0.01% | +21+1.7% | Added |
| Aureus Asset Management, LLC | 1,267 | $201.1K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,262 | $200.3K | 0.01% | −3,599−74.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,191 | $189.0K | 0.00% | −41−3.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,100 | $178.3K | 0.00% | +1,000+1,000.0% | Added |
| IFG Advisory, LLC | 1,112 | $176.6K | 0.01% | +1,112 | New |
| Ninety One UK Ltd | 1,095 | $173.8K | 0.00% | +1,095 | New |
| Dara Capital US, Inc. | 1,038 | $164.8K | 0.11% | +248+31.4% | Added |
| Ameritas Investment Partners, Inc. | 1,035 | $164.3K | 0.00% | −45−4.2% | Reduced |
| Salem Investment Counselors Inc | 986 | $156.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 944 | $149.8K | 0.00% | +49+5.5% | Added |
| Acropolis Investment Management, LLC | 926 | $147.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 911 | $144.6K | 0.00% | +911 | New |
| Group One Trading, L.P. | 888 | $140.9K | 0.00% | +445+100.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $139.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 823 | $130.6K | 0.03% | +157+23.6% | Added |
| Westpac Banking Corp | 791 | $125.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 790 | $125.4K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 785 | $124.5K | 0.01% | +785 | New |
| Transamerica Financial Advisors, Inc. | 766 | $121.7K | 0.01% | +200+35.3% | Added |
| Parallel Advisors, LLC | 742 | $117.9K | 0.00% | −155−17.3% | Reduced |
| Institute for Wealth Management, LLC. | 724 | $114.9K | 0.01% | +724 | New |
| Anchor Investment Management, LLC | 689 | $109.4K | 0.01% | +467+210.4% | Added |
| Penserra Capital Management LLC | 691 | $108.0K | 0.00% | +1+0.1% | Added |
| Axiom Investment Management LLC | 615 | $97.7K | 0.07% | +2+0.3% | Added |
| Mather Group, LLC. | 599 | $95.1K | 0.00% | −751−55.6% | Reduced |
| Bayforest Capital Ltd | 592 | $94.0K | 0.09% | +371+167.9% | Added |
| Versant Capital Management, Inc | 556 | $88.2K | 0.01% | −346−38.4% | Reduced |
| VSM Wealth Advisory, LLC | 550 | $87.3K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 540 | $85.7K | 0.01% | +540 | New |
| Steward Partners Investment Advisory, LLC | 526 | $83.6K | 0.00% | −1,053−66.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 504 | $80.0K | 0.02% | +42+9.1% | Added |
| Delta Asset Management LLC | 500 | $79.4K | 0.01% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 492 | $78.1K | 0.00% | −443−47.4% | Reduced |
| Private Trust Co NA | 490 | $77.8K | 0.01% | −124−20.2% | Reduced |
| Lloyd Advisory Services, LLC. | 441 | $70.0K | 0.03% | +441 | New |
| Hantz Financial Services, Inc. | 442 | $70.0K | 0.00% | −317−41.8% | Reduced |
| NVWM, LLC | 401 | $63.6K | 0.01% | −6−1.5% | Reduced |
| Umb Bank N A | 382 | $60.6K | 0.00% | −93−19.6% | Reduced |
| Hanson & Doremus Investment Management | 373 | $59.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 370 | $58.7K | 0.00% | −89−19.4% | Reduced |
| LRI Investments, LLC | 369 | $58.6K | 0.00% | +180+95.2% | Added |
| Pflug Koory, LLC | 365 | $57.9K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 337 | $53.5K | 0.04% | −10−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 336 | $53.3K | 0.01% | −319−48.7% | Reduced |
| DT Investment Partners, LLC | 326 | $51.7K | 0.00% | −29−8.2% | Reduced |
| Onefund, LLC | 326 | $51.7K | 0.03% | −11−3.3% | Reduced |
| SJS Investment Consulting Inc. | 315 | $50.0K | 0.01% | +172+120.3% | Added |
| HM Payson & Co | 306 | $48.6K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 300 | $47.6K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 294 | $46.6K | 0.00% | +294 | New |
| Sit Investment Associates Inc | 285 | $45.0K | 0.00% | −150−34.5% | Reduced |
| Exchange Traded Concepts, LLC | 273 | $43.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 266 | $42.2K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 235 | $41.6K | 0.02% | +11+4.9% | Added |
| Larson Financial Group LLC | 233 | $36.9K | 0.00% | −579−71.3% | Reduced |
| Key Financial Inc | 227 | $36.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 211 | $33.5K | 0.01% | −8−3.7% | Reduced |
| Osterweis Capital Management Inc | 210 | $33.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $31.7K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 200 | $31.7K | 0.01% | +200 | New |
| Quarry LP | 198 | $31.4K | 0.00% | −122−38.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 180 | $31.4K | 0.00% | −93−34.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 188 | $29.8K | 0.00% | +188 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 180 | $28.6K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 175 | $28.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 174 | $27.6K | 0.00% | −157−47.4% | 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 |
| CX Institutional | 160 | $25.0K | 0.00% | −1,820−91.9% | Reduced |
| NBC Securities, Inc. | 155 | $24.6K | 0.00% | +63+68.5% | Added |