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 118 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,409
shares
|
$355,082
0.04% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,408
shares
|
$354,830
0.0% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,405
shares
|
$354,074
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,401
shares
|
$353,066
0.01% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
1,399
shares
|
$352,561
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,396
shares
|
$351,805
0.01% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,395
shares
|
$351,553
0.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,395
shares
|
$351,553
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
1,392
shares
|
$350,797
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,387
shares
|
$349,537
0.02% of portfolio
|
Q4 2022
Added 0.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,384
shares
|
$348,781
0.0% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,380
shares
|
$347,773
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,366
shares
|
$344,245
0.07% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,362
shares
|
$343,237
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,333
shares
|
$335,929
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,332
shares
|
$335,677
0.01% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,330
shares
|
$335,173
0.0% of portfolio
|
Q2 2025
Added 365.03%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
1,326
shares
|
$334,165
0.0% of portfolio
|
Q1 2025
Reduced 48.4%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$327,613
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,290
shares
|
$325,092
0.06% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,289
shares
|
$324,840
0.12% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,261
shares
|
$317,784
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
1,260
shares
|
$317,532
0.02% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,251
shares
|
$315,264
0.0% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,240
shares
|
$312,492
0.0% of portfolio
|
Q2 2025
Added 0.24%
|