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 |
---|---|---|---|---|---|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
25
shares
|
$6,300
0.0% of portfolio
|
Q2 2025
Added 56.25%
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$6,048
0.0% of portfolio
|
Q1 2025
Added 380.0%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
22
shares
|
$5,544
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
21
shares
|
$5,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
21
shares
|
$5,292
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
20
shares
|
$5,040
0.0% of portfolio
|
Q2 2025
Added 185.71%
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
19
shares
|
$4,788
0.0% of portfolio
|
Q2 2025
Added 850.0%
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
18
shares
|
$4,536
0.0% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
18
shares
|
$4,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
17
shares
|
$4,284
0.01% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
16
shares
|
$4,032
0.0% of portfolio
|
Q2 2024
Reduced 38.46%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$4,032
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
16
shares
|
$4,032
0.0% of portfolio
|
Q4 2022
New holding
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
16
shares
|
$4,032
0.0% of portfolio
|
Q1 2024
Reduced 97.98%
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
16
shares
|
$4,032
0.0% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$3,780
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15
shares
|
$3,780
0.0% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
15
shares
|
$3,780
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
15
shares
|
$3,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
14
shares
|
$3,528
0.0% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
14
shares
|
$3,528
0.0% of portfolio
|
Q4 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,276
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
12
shares
|
$3,024
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12
shares
|
$3,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
12
shares
|
$3,024
0.0% of portfolio
|
Q2 2025
Reduced 94.0%
|