Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 908 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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
1,281
shares
|
$312,320
0.07% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
1,280
shares
|
$312,076
0.07% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,261
shares
|
$307,444
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
1,257
shares
|
$306,469
0.06% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,253
shares
|
$305,493
0.01% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,238
shares
|
$301,836
0.03% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,234
shares
|
$300,861
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
1,212
shares
|
$295,497
0.03% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,208
shares
|
$294,522
0.01% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,186
shares
|
$289,158
0.05% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
1,186
shares
|
$289,158
0.11% of portfolio
|
Q4 2024
Reduced 20.46%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,164
shares
|
$283,794
0.02% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,164
shares
|
$283,794
0.15% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
1,164
shares
|
$283,794
0.02% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
1,158
shares
|
$282,331
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,158
shares
|
$282,331
0.0% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,146
shares
|
$279,406
0.04% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,139
shares
|
$277,699
0.02% of portfolio
|
Q4 2023
Reduced 20.96%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,124
shares
|
$274,042
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
1,112
shares
|
$271,116
0.02% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
1,103
shares
|
$268,922
0.07% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
1,100
shares
|
$268,191
0.01% of portfolio
|
Q1 2023
Reduced 21.43%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
1,094
shares
|
$266,728
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,094
shares
|
$266,728
0.04% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,089
shares
|
$265,509
0.03% of portfolio
|
Q4 2024
Added 1.68%
|