Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 899 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,127
shares
|
$529,112
0.01% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,114
shares
|
$525,878
0.04% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,108
shares
|
$524,386
0.01% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,054
shares
|
$510,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,049
shares
|
$509,709
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,002
shares
|
$498,017
0.04% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,994
shares
|
$496,027
0.01% of portfolio
|
Q3 2024
Added 77.09%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,955
shares
|
$486,325
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
1,927
shares
|
$479,360
0.0% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,914
shares
|
$476,126
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,913
shares
|
$475,877
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
1,912
shares
|
$475,629
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,878
shares
|
$467,171
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,878
shares
|
$467,171
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,870
shares
|
$465,181
0.28% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,869
shares
|
$464,932
0.04% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,865
shares
|
$463,937
0.01% of portfolio
|
Q3 2024
Added 64.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,846
shares
|
$459,210
0.0% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,834
shares
|
$456,225
0.05% of portfolio
|
Q3 2024
Reduced 36.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
1,818
shares
|
$452,245
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
1,809
shares
|
$450,006
0.03% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$447,768
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,798
shares
|
$447,270
0.03% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,792
shares
|
$445,777
0.0% of portfolio
|
Q3 2023
Added 2.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,780
shares
|
$442,792
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|