EQUIFAX INC (EFX) — Institutional Holders, Q2 2026 (page 9)
840 institutional investment managers reported a EFX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 801 to 840. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EFX 13F holders ranked 801–840 of 840
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Hughes Financial Services#801 · 9 sh | 9 | $1.4K | <0.01% | +80.0% |
| 802 | Cornerstone Financial Management#802 · 8 sh | 8 | $1.3K | <0.01% | -33.3% |
| 803 | Asset Dedication#803 · 7 sh | 7 | $1.1K | <0.01% | +600.0% |
| 804 | Prestige Wealth Management Group#804 · 7 sh | 7 | $1.1K | <0.01% | 0.0% |
| 805 | DiNuzzo Private Wealth#805 · 7 sh | 7 | $1.1K | — | -30.0% |
| 806 | HFM Investment Advisors#806 · 7 sh | 7 | $1.1K | <0.01% | +133.3% |
| 807 | Creative Capital Management Investments#807 · 7 sh | 7 | $1.1K | <0.01% | New |
| 808 | Principia Wealth Advisory#808 · 7 sh | 7 | $1.1K | <0.01% | 0.0% |
| 809 | FINANCIAL CONSULATE#809 · 6 sh | 6 | $953.00 | — | +20.0% |
| 810 | Clark Wealth Partners#810 · 6 sh | 6 | $953.00 | — | -62.5% |
| 811 | SouthState Bank#811 · 6 sh | 6 | $953.00 | 0.00% | -50.0% |
| 812 | Westside Investment Management#812 · 6 sh | 6 | $952.00 | <0.01% | -82.4% |
| 813 | NBT BANK N A#813 · 6 sh | 6 | $952.00 | — | 0.0% |
| 814 | Elevated Capital Advisors#814 · 5 sh | 5 | $794.00 | <0.01% | 0.0% |
| 815 | Concord Wealth Partners#815 · 5 sh | 5 | $794.00 | <0.01% | New |
| 816 | Burk#816 · 5 sh | 5 | $794.00 | <0.01% | 0.0% |
| 817 | TFC Financial Management#817 · 4 sh | 4 | $637.00 | — | -60.0% |
| 818 | Crewe Advisors#818 · 4 sh | 4 | $635.00 | 0.00% | +33.3% |
| 819 | Valued Wealth Advisors#819 · 3 sh | 3 | $477.00 | <0.01% | 0.0% |
| 820 | Breakwater Investment Management#820 · 3 sh | 3 | $477.00 | — | New |
| 821 | CENTRAL#821 · 3 sh | 3 | $477.00 | 0.00% | -83.3% |
| 822 | MOTCO#822 · 3 sh | 3 | $476.00 | 0.00% | New |
| 823 | Triumph Capital Management#823 · 3 sh | 3 | $476.00 | — | -85.0% |
| 824 | United Community Bank#824 · 3 sh | 3 | $476.00 | <0.01% | 0.0% |
| 825 | HRT FINANCIAL#825 · 2,200 sh | 2,200 | $349.00 | 0.00% | -73.8% |
| 826 | American Capital Advisory#826 · 2 sh | 2 | $334.00 | <0.01% | 0.0% |
| 827 | DecisionPoint Financial#827 · 2 sh | 2 | $325.00 | <0.01% | New |
| 828 | Retirement Wealth Solutions#828 · 2 sh | 2 | $318.00 | — | -33.3% |
| 829 | Tidemark#829 · 2 sh | 2 | $317.00 | <0.01% | 0.0% |
| 830 | Planning Strategies#830 · 2 sh | 2 | $317.00 | — | — |
| 831 | Spectrum Wealth Advisory Group#831 · 1 sh | 1 | $160.00 | 0.00% | New |
| 832 | Quaker Wealth Management#832 · 1 sh | 1 | $159.00 | — | -50.0% |
| 833 | Davis Capital Management#833 · 1 sh | 1 | $159.00 | — | -66.7% |
| 834 | MARYLAND CAPITAL ADVISORS#834 · 1 sh | 1 | $159.00 | — | — |
| 835 | Trifecta Capital Advisors#835 · 1 sh | 1 | $159.00 | — | New |
| 836 | 1015 Capital Partners#836 · 1 sh | 1 | $159.00 | <0.01% | -66.7% |
| 837 | COMPASS FINANCIAL MANAGEMENT#837 · 1 sh | 1 | $159.00 | 0.00% | — |
| 838 | Evolution Advisers#838 · 1 sh | 1 | $0.00 | 0.00% | New |
| 839 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#839 · 193,960 sh | 193,960 | — | — | -1.9% |
| 840 | Elequin Securities#840 · 6 sh | 6 | — | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.