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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$8,108
0.0% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
30
shares
|
$7,601
0.0% of portfolio
|
Q1 2024
Reduced 73.68%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
29
shares
|
$7,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
28
shares
|
$7,094
0.0% of portfolio
|
Q4 2023
Reduced 34.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
27
shares
|
$6,841
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
26
shares
|
$6,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
25
shares
|
$6,334
0.0% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
25
shares
|
$6,334
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$6,081
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
23
shares
|
$5,827
0.0% of portfolio
|
Q3 2024
Reduced 74.16%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
23
shares
|
$5,827
0.0% of portfolio
|
Q2 2024
Added 155.56%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
22
shares
|
$5,574
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
21
shares
|
$5,321
0.0% of portfolio
|
Q4 2023
Added 10.53%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
20
shares
|
$5,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
20
shares
|
$5,067
0.0% of portfolio
|
Q1 2024
Added 5.26%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
16
shares
|
$4,054
0.0% of portfolio
|
Q2 2024
Reduced 38.46%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
16
shares
|
$4,054
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$4,054
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
16
shares
|
$4,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$4,054
0.0% of portfolio
|
Q1 2024
Reduced 97.98%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
16
shares
|
$4,054
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
15
shares
|
$3,800
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15
shares
|
$3,800
0.0% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
13
shares
|
$3,294
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
13
shares
|
$3,294
0.0% of portfolio
|
Q2 2024
Added 160.0%
|