Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 891 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 $28.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
392
shares
|
$93,456
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
379
shares
|
$90,357
0.05% of portfolio
|
Q1 2025
Added 24.26%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
373
shares
|
$88,926
0.01% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
355
shares
|
$84,635
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
349
shares
|
$83,205
0.06% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
343
shares
|
$81,774
0.0% of portfolio
|
Q1 2025
Reduced 39.08%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
343
shares
|
$81,774
0.0% of portfolio
|
Q2 2025
Added 61.79%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
339
shares
|
$80,820
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
337
shares
|
$80,344
0.08% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
322
shares
|
$76,768
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
319
shares
|
$76,052
0.05% of portfolio
|
Q1 2025
Added 362.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
292
shares
|
$69,615
0.0% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
288
shares
|
$68,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
286
shares
|
$68,185
0.0% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
278
shares
|
$66,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
250
shares
|
$59,602
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
242
shares
|
$57,695
0.0% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
241
shares
|
$57,456
0.01% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
229
shares
|
$54,595
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
227
shares
|
$54,119
0.01% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
214
shares
|
$51,019
0.02% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
210
shares
|
$50,066
0.0% of portfolio
|
Q1 2024
Reduced 30.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
200
shares
|
$47,682
0.01% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
200
shares
|
$47,682
0.01% of portfolio
|
Q1 2024
Reduced 27.27%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
193
shares
|
$46,013
0.03% of portfolio
|
Q4 2024
New holding
|