Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 882 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,504
shares
|
$656,523
0.04% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,500
shares
|
$655,475
0.48% of portfolio
|
Q3 2017
New holding
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
2,486
shares
|
$651,804
0.02% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,485
shares
|
$651,542
0.03% of portfolio
|
Q1 2025
Added 209.08%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
2,467
shares
|
$646,822
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,465
shares
|
$646,298
0.14% of portfolio
|
Q2 2023
Added 3.57%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,446
shares
|
$641,316
0.0% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
2,442
shares
|
$640,267
0.01% of portfolio
|
Q1 2025
Added 75.43%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,417
shares
|
$633,713
0.0% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,298
shares
|
$602,512
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
2,280
shares
|
$597,793
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
2,257
shares
|
$591,762
0.05% of portfolio
|
Q1 2025
Reduced 63.33%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,238
shares
|
$586,781
0.01% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,212
shares
|
$579,964
0.0% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,195
shares
|
$575,507
0.06% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
2,169
shares
|
$568,690
0.03% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,158
shares
|
$565,806
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,128
shares
|
$557,940
0.03% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,127
shares
|
$557,678
0.01% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
2,100
shares
|
$550,599
0.04% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
2,087
shares
|
$547,190
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
2,076
shares
|
$544,306
0.23% of portfolio
|
Q1 2025
Added 139.72%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
2,069
shares
|
$542,471
0.26% of portfolio
|
Q1 2025
Added 24.49%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,051
shares
|
$537,751
0.01% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
1,996
shares
|
$523,331
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|