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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
1,704
shares
|
$446,771
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,692
shares
|
$443,625
0.2% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,689
shares
|
$442,838
0.0% of portfolio
|
Q1 2025
Added 132.97%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
1,688
shares
|
$442,576
0.22% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,675
shares
|
$439,168
0.07% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
1,658
shares
|
$434,711
0.07% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,648
shares
|
$432,089
0.22% of portfolio
|
Q2 2024
Reduced 12.34%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,642
shares
|
$430,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
1,612
shares
|
$422,650
0.02% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
1,611
shares
|
$422,388
0.0% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
1,601
shares
|
$419,766
0.04% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,595
shares
|
$418,193
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
1,593
shares
|
$417,668
0.02% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,563
shares
|
$409,802
0.01% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,544
shares
|
$404,821
0.01% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
1,523
shares
|
$399,315
0.02% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,522
shares
|
$399,053
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
1,520
shares
|
$398,528
0.09% of portfolio
|
Q1 2025
Added 37.81%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
1,519
shares
|
$398,266
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,517
shares
|
$397,742
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,510
shares
|
$395,906
0.04% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
1,502
shares
|
$393,809
0.02% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
1,500
shares
|
$393,285
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,500
shares
|
$393,285
0.01% of portfolio
|
Q1 2023
Added 74900.0%
|
|
|
Canoe Financial LP
Calgary, A0 |
Apr 21, 2025 Q1 2025 |
1,478
shares
|
$387,516
0.01% of portfolio
|
Q1 2025
New holding
|