Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 893 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 $29.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
41
shares
|
$10,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
41
shares
|
$10,085
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
41
shares
|
$10,085
0.0% of portfolio
|
Q4 2024
Added 86.36%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
40
shares
|
$9,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$9,593
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
38
shares
|
$9,347
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
38
shares
|
$9,347
0.0% of portfolio
|
Q1 2022
Reduced 20.83%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
35
shares
|
$8,609
0.0% of portfolio
|
Q1 2025
Reduced 75.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
34
shares
|
$8,363
0.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
33
shares
|
$8,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$7,871
0.0% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
31
shares
|
$7,625
0.0% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
29
shares
|
$7,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
29
shares
|
$7,133
0.01% of portfolio
|
Q1 2025
Reduced 42.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
29
shares
|
$7,133
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$6,887
0.0% of portfolio
|
Q4 2023
Reduced 34.88%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
28
shares
|
$6,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
27
shares
|
$6,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
27
shares
|
$6,641
0.0% of portfolio
|
Q1 2025
Added 237.5%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
27
shares
|
$6,641
0.0% of portfolio
|
Q1 2025
Added 2600.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
25
shares
|
$6,149
0.0% of portfolio
|
Q1 2025
Added 78.57%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
25
shares
|
$6,149
0.0% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
25
shares
|
$6,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$5,903
0.0% of portfolio
|
Q1 2025
Added 380.0%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
24
shares
|
$5,903
0.0% of portfolio
|
Q2 2024
New holding
|