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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +2 | — | 2 | $434.00 | Q4 2025 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Sell | -298,962 | -80.8% | 71,029 | $15.41M | Q4 2025 | Aug 18, 2026 |
| Storebrand Asset Management As | Sell | -13,601 | -18.4% | 60,276 | $13.08M | Q4 2025 | May 20, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +100 | — | 100 | $21.70K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +3 | — | 3 | $651.00 | Q4 2025 | May 11, 2026 |
| Oak Barrel Wealth Advisory Llc | Buy | +1,191 | — | 1,191 | $258.42K | Q4 2025 | May 07, 2026 |
| Stance Capital Llc | Buy | +6,333 | — | 6,333 | $1.37M | Q4 2025 | Mar 17, 2026 |
| Hsbc Holdings Plc | Buy | +276,544 | — | 276,544 | $60.11M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +63 | — | 63 | $13.67K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +4,765 | — | 4,765 | $1.03M | Q4 2025 | Mar 04, 2026 |
| Nwf Advisory Services Inc. | Buy | +2,087 | — | 2,087 | $452.84K | Q4 2025 | Mar 03, 2026 |
| Anchor Investment Management, Llc | Buy | +322 | — | 322 | $69.87K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +20 | — | 20 | $4.34K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +1,022 | — | 1,022 | $205.83K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Sell | -7 | -4.7% | 143 | $31.03K | Q4 2025 | Feb 23, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +2 | — | 2 | $434.00 | Q4 2025 | Feb 23, 2026 |
| Northcoast Asset Management Llc | Buy | +6,738 | — | 6,738 | $1.46M | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +117,459 | — | 117,459 | $5.32M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +2,106 | — | 2,106 | $457.11K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +349,775 | — | 349,775 | $75.89M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +206,373 | — | 206,373 | $45.47M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +57,448 | — | 57,448 | $12.47M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +13,534 | — | 13,534 | $2.73M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +8,908 | — | 8,908 | $1.93M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +3,044 | — | 3,044 | $660.44K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,214 | — | 2,214 | $480.41K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +114 | — | 114 | $24.79K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +81 | — | 81 | $17.56K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +5 | — | 5 | $1.09K | Q4 2025 | Feb 18, 2026 |
| Harris Associates L P | Buy | +7,557,127 | — | 7,557,127 | $1.64B | Q4 2025 | Feb 17, 2026 |
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.
Related EFX Institutional Insights
- EFX Overview
- EFX 13F Institutional Holders
- EFX Superinvestors
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- EFX Insider Trading & SEC Form 4 Activity
- EFX Articles
- Top Institutional Investor Stock Rankings