Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 910 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
4,623
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
4,597
shares
|
$1.12 Million
0.49% of portfolio
|
Q4 2024
Reduced 33.1%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,499
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,450
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2023
Reduced 26.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
4,366
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 57.9%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
4,359
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 33.38%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
4,309
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
4,309
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 209.33%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
4,308
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,273
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2021
Reduced 18.96%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
4,267
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
4,250
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
4,214
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
4,212
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,212
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2022
Reduced 23.42%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
4,201
shares
|
$1.02 Million
1.98% of portfolio
|
Q4 2023
Added 10.15%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,201
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
4,163
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
4,100
shares
|
$998,596
0.32% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
4,083
shares
|
$994,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
4,079
shares
|
$993,481
0.46% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,059
shares
|
$988,610
0.01% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,044
shares
|
$984,956
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,023
shares
|
$979,841
0.46% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,014
shares
|
$977,649
0.01% of portfolio
|
Q4 2024
Added 260.32%
|