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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
87
shares
|
$21,924
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
86
shares
|
$21,672
0.01% of portfolio
|
Q2 2025
Reduced 79.43%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
84
shares
|
$21,168
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
84
shares
|
$21,168
0.01% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
84
shares
|
$21,168
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
79
shares
|
$19,908
0.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
78
shares
|
$19,656
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
70
shares
|
$17,640
0.0% of portfolio
|
Q2 2025
Reduced 46.97%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
68
shares
|
$17,136
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
66
shares
|
$16,632
0.0% of portfolio
|
Q2 2025
Added 53.49%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
64
shares
|
$16,128
0.0% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
61
shares
|
$15,372
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
60
shares
|
$15,120
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
58
shares
|
$14,616
0.0% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
57
shares
|
$14,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
53
shares
|
$13,356
0.0% of portfolio
|
Q2 2025
Added 488.89%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
53
shares
|
$13,356
0.0% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
53
shares
|
$13,356
0.0% of portfolio
|
Q2 2025
Added 960.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
50
shares
|
$12,600
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
47
shares
|
$11,844
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
43
shares
|
$10,836
0.0% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$10,584
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
42
shares
|
$10,584
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
41
shares
|
$10,332
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
41
shares
|
$10,332
0.0% of portfolio
|
Q2 2025
Reduced 24.07%
|