Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 890 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 $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
859
shares
|
$223,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
858
shares
|
$222,771
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
857
shares
|
$222,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
857
shares
|
$222,511
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
857
shares
|
$222,511
0.05% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
854
shares
|
$221,732
0.04% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
851
shares
|
$220,953
0.02% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
850
shares
|
$220,694
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
847
shares
|
$219,915
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
846
shares
|
$219,655
0.01% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
845
shares
|
$219,395
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
838
shares
|
$217,578
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
837
shares
|
$217,318
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
832
shares
|
$216,020
0.01% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
832
shares
|
$216,020
0.01% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
825
shares
|
$214,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
823
shares
|
$213,683
0.01% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
810
shares
|
$210,308
0.01% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
807
shares
|
$209,529
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
801
shares
|
$207,971
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
800
shares
|
$207,712
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
797
shares
|
$206,933
0.0% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
791
shares
|
$205,375
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
783
shares
|
$203,298
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
754
shares
|
$195,768
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|