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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
23
shares
|
$5,657
0.0% of portfolio
|
Q1 2025
Reduced 80.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
21
shares
|
$5,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
21
shares
|
$5,165
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
17
shares
|
$4,181
0.01% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
16
shares
|
$3,935
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
16
shares
|
$3,935
0.0% of portfolio
|
Q1 2024
Reduced 97.98%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$3,935
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
16
shares
|
$3,935
0.0% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
16
shares
|
$3,935
0.0% of portfolio
|
Q2 2024
Reduced 38.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
16
shares
|
$3,935
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
16
shares
|
$3,935
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
15
shares
|
$3,689
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15
shares
|
$3,689
0.0% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$3,689
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
14
shares
|
$3,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
14
shares
|
$3,443
0.0% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,197
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$2,951
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12
shares
|
$2,951
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
11
shares
|
$2,705
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
10
shares
|
$2,459
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
10
shares
|
$2,459
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
10
shares
|
$2,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
10
shares
|
$2,459
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
10
shares
|
$2,459
0.0% of portfolio
|
Q1 2025
New holding
|