Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 909 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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
986
shares
|
$241,924
0.01% of portfolio
|
Q4 2019
Added 40.86%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
985
shares
|
$241,679
0.01% of portfolio
|
Q4 2024
Reduced 54.27%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
984
shares
|
$241,434
0.01% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
984
shares
|
$241,434
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
964
shares
|
$236,527
0.06% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
946
shares
|
$232,110
0.01% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
944
shares
|
$231,619
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
938
shares
|
$230,147
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
929
shares
|
$227,939
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
922
shares
|
$226,221
0.01% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
916
shares
|
$224,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
907
shares
|
$222,541
0.01% of portfolio
|
Q4 2024
Reduced 49.56%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
905
shares
|
$222,050
0.01% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
889
shares
|
$218,125
0.02% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
889
shares
|
$218,125
0.03% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
887
shares
|
$217,634
0.0% of portfolio
|
Q4 2024
Added 51.11%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
880
shares
|
$215,916
0.03% of portfolio
|
Q4 2024
Reduced 26.05%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
879
shares
|
$215,671
0.0% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
874
shares
|
$214,444
0.02% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Malaga Cove Capital, LLC
|
Feb 14, 2025 Q4 2024 |
866
shares
|
$212,481
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
859
shares
|
$210,764
0.04% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
850
shares
|
$208,556
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
847
shares
|
$207,819
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
846
shares
|
$207,574
0.01% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
833
shares
|
$204,384
0.02% of portfolio
|
Q4 2024
Added 10.33%
|