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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
72
shares
|
$18,244
0.01% of portfolio
|
Q4 2023
Reduced 16.28%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
69
shares
|
$17,483
0.01% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
68
shares
|
$17,230
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
66
shares
|
$16,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
64
shares
|
$16,216
0.01% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
63
shares
|
$15,963
0.01% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
58
shares
|
$14,696
0.0% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
55
shares
|
$13,936
0.0% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
55
shares
|
$13,936
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
53
shares
|
$13,429
0.0% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
48
shares
|
$12,162
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
48
shares
|
$12,162
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
47
shares
|
$11,909
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
47
shares
|
$11,909
0.0% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
42
shares
|
$10,642
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
42
shares
|
$10,642
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
41
shares
|
$10,388
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
41
shares
|
$10,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
40
shares
|
$10,135
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
38
shares
|
$9,628
0.0% of portfolio
|
Q1 2022
Reduced 20.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
38
shares
|
$9,628
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
37
shares
|
$9,375
0.0% of portfolio
|
Q3 2024
Added 54.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
34
shares
|
$8,615
0.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
34
shares
|
$8,615
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
32
shares
|
$8,108
0.0% of portfolio
|
Q3 2024
New holding
|