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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
41
shares
|
$10,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
40
shares
|
$10,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$9,828
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
38
shares
|
$9,576
0.0% of portfolio
|
Q1 2022
Reduced 20.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
38
shares
|
$9,576
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
38
shares
|
$9,576
0.0% of portfolio
|
Q2 2025
Added 52.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
36
shares
|
$9,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
35
shares
|
$8,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
35
shares
|
$8,820
0.01% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
35
shares
|
$8,820
0.0% of portfolio
|
Q1 2025
Reduced 75.86%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
34
shares
|
$8,568
0.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
33
shares
|
$8,316
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$8,064
0.0% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
32
shares
|
$8,064
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
29
shares
|
$7,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
29
shares
|
$7,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
28
shares
|
$7,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
28
shares
|
$7,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$7,056
0.0% of portfolio
|
Q4 2023
Reduced 34.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
27
shares
|
$6,804
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
27
shares
|
$6,804
0.0% of portfolio
|
Q1 2025
Added 237.5%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
27
shares
|
$6,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
26
shares
|
$6,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
25
shares
|
$6,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
25
shares
|
$6,300
0.0% of portfolio
|
Q1 2025
Reduced 59.68%
|