Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 951 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 $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
9
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9
shares
|
$1,864
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
9
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
8
shares
|
$1,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
8
shares
|
$1,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8
shares
|
$1,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$1,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,450
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7
shares
|
$1,450
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$1,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$1,242
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
6
shares
|
$1,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
6
shares
|
$1,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
6
shares
|
$1,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$1,242
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
5
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
5
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
5
shares
|
$1,035
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
5
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
Reduced 90.57%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
5
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
4
shares
|
$828
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
4
shares
|
$828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
4
shares
|
$828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$828
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|