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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
137
shares
|
$35,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
132
shares
|
$34,609
0.0% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
129
shares
|
$33,822
0.0% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
118
shares
|
$30,938
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
118
shares
|
$30,938
0.0% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
113
shares
|
$29,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
111
shares
|
$29,103
0.01% of portfolio
|
Q1 2023
Reduced 3.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
110
shares
|
$28,840
0.0% of portfolio
|
Q1 2025
Reduced 30.82%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
103
shares
|
$27,005
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$26,219
0.01% of portfolio
|
Q2 2022
Reduced 25.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
99
shares
|
$25,956
0.0% of portfolio
|
Q4 2023
Reduced 50.25%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
94
shares
|
$24,645
0.0% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
87
shares
|
$22,810
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
83
shares
|
$21,761
0.0% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
82
shares
|
$21,499
0.0% of portfolio
|
Q3 2022
Added 22.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
81
shares
|
$21,237
0.01% of portfolio
|
Q1 2025
Added 161.29%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
79
shares
|
$20,713
0.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
74
shares
|
$19,402
0.01% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
70
shares
|
$18,353
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
68
shares
|
$17,828
0.0% of portfolio
|
Q1 2025
Added 871.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
68
shares
|
$17,828
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
64
shares
|
$16,780
0.0% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
61
shares
|
$15,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
61
shares
|
$15,993
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
60
shares
|
$15,731
0.02% of portfolio
|
Q4 2024
New holding
|