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 |
|---|---|---|---|---|---|
| TIAA Wealth Investment Management LLC | 154 | $24.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 149 | $23.6K | 0.00% | +32+27.4% | Added |
| Spire Wealth Management | 142 | $22.6K | 0.00% | +26+22.4% | Added |
| High Note Wealth, LLC | 137 | $21.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 134 | $21.3K | 0.00% | +96+252.6% | Added |
| Lodestone Wealth Management LLC | 133 | $21.1K | 0.01% | −14−9.5% | Reduced |
| Generali Asset Management SPA SGR | 127 | $20.2K | 0.00% | −6−4.5% | Reduced |
| MV Capital Management, Inc. | 126 | $20.0K | 0.00% | −29−18.7% | Reduced |
| Caldwell Trust Co | 126 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 126 | $20.0K | 0.01% | +12+10.5% | Added |
| Bryn Mawr Trust Co | 125 | $19.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $18.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $18.0K | 0.01% | −178−61.0% | Reduced |
| Activest Wealth Management | 112 | $17.8K | 0.00% | −57−33.7% | Reduced |
| Smithfield Trust Co | 111 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 107 | $17.0K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 106 | $16.8K | 0.00% | −66−38.4% | Reduced |
| Evelyn Partners Group Ltd | 105 | $16.7K | 0.00% | +105 | New |
| Wealth Enhancement Trust Services, Inc. | 104 | $16.5K | 0.00% | −44−29.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 104 | $16.4K | 0.00% | −84−44.7% | Reduced |
| Country Trust Bank | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 86 | $13.7K | 0.00% | +74+616.7% | Added |
| Cassaday & Co Wealth Management LLC | 84 | $13.3K | 0.00% | −1−1.2% | Reduced |
| 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 |
| Heritage Wealth Advisors | 82 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $13.0K | 0.00% | −31−27.4% | Reduced |
| Bare Financial Services, Inc | 81 | $12.9K | 0.00% | +45+125.0% | Added |
| Harbour Investments, Inc. | 80 | $12.7K | 0.00% | +14+21.2% | Added |
| Geneos Wealth Management Inc. | 80 | $12.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 74 | $11.7K | 0.00% | −2−2.6% | Reduced |
| N.E.W. Advisory Services LLC | 73 | $11.6K | 0.00% | +10+15.9% | Added |
| Entrust Financial LLC | 71 | $11.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $11.1K | 0.00% | +70 | New |
| 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 |
| Salomon & Ludwin, LLC | 64 | $10.4K | 0.00% | −2−3.0% | Reduced |
| GW&K Investment Management, LLC | 62 | $10.0K | 0.00% | −55−47.0% | Reduced |
| Bokf, NA | 63 | $10.0K | 0.00% | +63 | New |
| Transce3nd, LLC | 59 | $9.82K | 0.09% | +25+73.5% | Added |
| Quent Capital, LLC | 60 | $9.52K | 0.00% | −19−24.1% | Reduced |
| Highline Wealth Partners LLC | 55 | $8.73K | 0.00% | +49+816.7% | Added |
| Align Financial, LLC | 55 | $8.73K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 54 | $8.57K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 52 | $8.25K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 51 | $8.10K | 0.00% | −45−46.9% | Reduced |
| Grove Bank & Trust | 51 | $8.10K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 49 | $7.78K | 0.00% | −293−85.7% | Reduced |
| Marquette Asset Management, LLC | 47 | $7.46K | 0.00% | +47 | New |
| Silver Grove Financial Group, Inc. | 43 | $6.83K | 0.00% | +43 | New |
| Rocky Mountain Advisers, LLC | 42 | $6.67K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 41 | $6.51K | 0.00% | +17+70.8% | Added |
| Rational Advisors LLC | 40 | $6.35K | 0.00% | −1−2.4% | Reduced |
| Ares Financial Consulting, LLC | 39 | $6.19K | 0.00% | −40−50.6% | Reduced |
| Sankala Group LLC | 32 | $5.83K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 36 | $5.71K | 0.00% | +35+3,500.0% | Added |
| First Financial Corp | 35 | $5.55K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 35 | $5.55K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 34 | $5.40K | 0.00% | +34 | New |
| Pension & Wealth Management Advisors, Inc. | 33 | $5.24K | 0.00% | −126−79.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 33 | $5.24K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 33 | $5.24K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 33 | $5.24K | 0.00% | +33 | New |
| Colonial Trust Co | 32 | $5.01K | 0.00% | −14−30.4% | Reduced |
| Raffa Wealth Management, LLC | 31 | $4.92K | 0.00% | −51−62.2% | Reduced |
| Rossby Financial, LCC | 31 | $4.84K | 0.00% | +1+3.3% | Added |
| Creative Financial Designs Inc | 30 | $4.76K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 28 | $4.44K | 0.00% | +8+40.0% | Added |
| Vermillion Wealth Management, Inc. | 26 | $4.05K | 0.00% | −4−13.3% | Reduced |
| Wolff Wiese Magana LLC | 24 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $3.81K | 0.00% | −5−17.2% | Reduced |
| Synergy Investment Management, LLC | 19 | $3.55K | 0.00% | +16+533.3% | Added |
| JFS Wealth Advisors, LLC | 22 | $3.49K | 0.00% | −10−31.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 22 | $3.49K | 0.00% | −1−4.3% | Reduced |
| BFSG, LLC | 22 | $3.49K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $3.49K | 0.00% | +2+10.0% | Added |
| Signature Equity Partners, LLC | 22 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $3.41K | 0.00% | −43−68.3% | Reduced |
| Nemes Rush Group LLC | 21 | $3.39K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 19 | $3.02K | 0.00% | −14−42.4% | Reduced |
| Action Point Financial Planning, LLC | 19 | $3.02K | 0.00% | +19 | New |
| BOK Financial Private Wealth, Inc. | 18 | $2.86K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 17 | $2.70K | 0.00% | −6−26.1% | Reduced |
| GoalVest Advisory LLC | 17 | $2.70K | 0.00% | +17 | New |
| Webster Bank, N. A. | 16 | $2.54K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 15 | $2.38K | 0.00% | −14−48.3% | Reduced |
| UMA Financial Services, Inc. | 15 | $2.38K | 0.00% | +10+200.0% | Added |
| SBI Securities Co., Ltd. | 14 | $2.22K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 13 | $2.06K | 0.00% | +13 | New |
| Avion Wealth | 14 | $2.00K | 0.00% | −3−17.6% | Reduced |
| Financial Network Wealth Advisors LLC | 12 | $1.93K | 0.00% | −9−42.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11 | $1.75K | 0.00% | −6−35.3% | Reduced |
| Rialto Wealth Management, LLC | 10 | $1.59K | 0.00% | +8+400.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $1.59K | 0.00% | −5−33.3% | Reduced |
| Bogart Wealth, LLC | 10 | $1.59K | 0.00% | −2−16.7% | Reduced |
| Rakuten Securities, Inc. | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $1.43K | 0.00% | −30−76.9% | Reduced |
| ZRC Wealth Management, LLC | 9 | $1.43K | 0.00% | −5−35.7% | Reduced |