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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$3,932
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
15
shares
|
$3,932
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15
shares
|
$3,932
0.0% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
14
shares
|
$3,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
14
shares
|
$3,670
0.0% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$3,146
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12
shares
|
$3,146
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
11
shares
|
$2,884
0.0% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
11
shares
|
$2,884
0.0% of portfolio
|
Q2 2024
Reduced 90.98%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
10
shares
|
$2,621
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10
shares
|
$2,621
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
10
shares
|
$2,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$2,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
9
shares
|
$2,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9
shares
|
$2,359
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
9
shares
|
$2,359
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
9
shares
|
$2,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
8
shares
|
$2,097
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
8
shares
|
$2,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
8
shares
|
$2,097
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8
shares
|
$2,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
7
shares
|
$1,835
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7
shares
|
$1,835
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$1,835
0.0% of portfolio
|
Q1 2025
Reduced 93.07%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$1,835
0.0% of portfolio
|
Q2 2024
New holding
|