EQUIFAX INC (EFX) Institutional Ownership Changes & 13F Activity

EQUIFAX INC (EFX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Harris Associates L P, Raymond James Financial Inc, Ensign Peak Advisors, Inc, Hsbc Holdings Plc, and Mackenzie Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+2—2$434.00Q4 2025Aug 28, 2026
Ensign Peak Advisors, IncSell-298,962-80.8%71,029$15.41MQ4 2025Aug 18, 2026
Storebrand Asset Management AsSell-13,601-18.4%60,276$13.08MQ4 2025May 20, 2026
Strategic Wealth Partners, Ltd.Buy+100—100$21.70KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+3—3$651.00Q4 2025May 11, 2026
Oak Barrel Wealth Advisory LlcBuy+1,191—1,191$258.42KQ4 2025May 07, 2026
Stance Capital LlcBuy+6,333—6,333$1.37MQ4 2025Mar 17, 2026
Hsbc Holdings PlcBuy+276,544—276,544$60.11MQ4 2025Mar 06, 2026
BaybanBuy+63—63$13.67KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+4,765—4,765$1.03MQ4 2025Mar 04, 2026
Nwf Advisory Services Inc.Buy+2,087—2,087$452.84KQ4 2025Mar 03, 2026
Anchor Investment Management, LlcBuy+322—322$69.87KQ4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+20—20$4.34KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+1,022—1,022$205.83KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Sell-7-4.7%143$31.03KQ4 2025Feb 23, 2026
Beaird Harris Wealth Management, LlcBuy+2—2$434.00Q4 2025Feb 23, 2026
Northcoast Asset Management LlcBuy+6,738—6,738$1.46MQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+117,459—117,459$5.32MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+2,106—2,106$457.11KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+349,775—349,775$75.89MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+206,373—206,373$45.47MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+57,448—57,448$12.47MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+13,534—13,534$2.73MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+8,908—8,908$1.93MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+3,044—3,044$660.44KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+2,214—2,214$480.41KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+114—114$24.79KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+81—81$17.56KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+5—5$1.09KQ4 2025Feb 18, 2026
Harris Associates L PBuy+7,557,127—7,557,127$1.64BQ4 2025Feb 17, 2026
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Frequently asked questions about EFX activity

  • Which institutional owners are buying EFX?

    Institutional owners buying EFX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EFX activity?

    "Buy" means an investor increased their reported position in EFX compared to the prior reporting period. This reflects growing exposure to EQUIFAX INC (EFX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EFX increasing?

    Institutional interest in EFX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.