Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 891 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
9
shares
|
$2,145
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
9
shares
|
$2,145
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
8
shares
|
$1,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
8
shares
|
$1,907
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
8
shares
|
$1,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
7
shares
|
$1,668
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$1,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7
shares
|
$1,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7
shares
|
$1,668
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
7
shares
|
$1,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$1,668
0.0% of portfolio
|
Q1 2025
Reduced 93.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
7
shares
|
$1,668
0.0% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7
shares
|
$1,668
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
6
shares
|
$1,430
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
6
shares
|
$1,430
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
6
shares
|
$1,430
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$1,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6
shares
|
$1,430
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,430
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
6
shares
|
$1,430
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
5
shares
|
$1,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
5
shares
|
$1,192
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4
shares
|
$953
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
4
shares
|
$953
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
4
shares
|
$953
0.0% of portfolio
|
Q1 2025
New holding
|