Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 893 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,213
shares
|
$1.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,139
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,083
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,017
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
5,005
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,849
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
4,840
shares
|
$1.19 Million
0.25% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,794
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,769
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.82%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
4,742
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,710
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2023
Reduced 54.99%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,663
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2022
Added 8.34%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
4,614
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 73.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,569
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
4,516
shares
|
$1.11 Million
0.4% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,476
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 38.15%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,469
shares
|
$1.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,450
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2023
Reduced 26.65%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,443
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,417
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,408
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
4,277
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
4,274
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
4,267
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
4,250
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.9%
|