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 $28.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
1,315
shares
|
$333,207
0.02% of portfolio
|
Q2 2023
Reduced 3.66%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,308
shares
|
$331,434
0.1% of portfolio
|
Q2 2024
Reduced 26.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
1,305
shares
|
$330,673
0.01% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$329,407
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
1,297
shares
|
$328,646
0.07% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,290
shares
|
$326,873
0.03% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
1,270
shares
|
$321,805
0.01% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,265
shares
|
$320,538
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,261
shares
|
$319,524
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$319,271
0.02% of portfolio
|
Q3 2024
Reduced 85.38%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
1,257
shares
|
$318,511
0.06% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$317,751
0.05% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,253
shares
|
$317,497
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,252
shares
|
$317,244
0.01% of portfolio
|
Q3 2024
Reduced 88.79%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,233
shares
|
$312,429
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,213
shares
|
$307,362
0.07% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
1,212
shares
|
$307,108
0.03% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$306,601
0.03% of portfolio
|
Q3 2024
Reduced 42.65%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,209
shares
|
$306,348
0.0% of portfolio
|
Q3 2024
Added 17.84%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,190
shares
|
$301,534
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
1,175
shares
|
$297,733
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
1,170
shares
|
$296,466
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,162
shares
|
$294,439
0.18% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,158
shares
|
$293,425
0.02% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,139
shares
|
$288,611
0.02% of portfolio
|
Q4 2023
Reduced 20.96%
|