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 $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
322
shares
|
$79,005
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
305
shares
|
$74,834
0.05% of portfolio
|
Q4 2024
Reduced 96.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
292
shares
|
$71,645
0.0% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
288
shares
|
$70,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
286
shares
|
$70,172
0.0% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
254
shares
|
$62,321
0.01% of portfolio
|
Q4 2024
Added 78.87%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
250
shares
|
$61,340
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
241
shares
|
$59,131
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
230
shares
|
$56,432
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
230
shares
|
$56,432
0.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
227
shares
|
$55,696
0.0% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
227
shares
|
$55,696
0.01% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
214
shares
|
$52,507
0.02% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
210
shares
|
$51,525
0.0% of portfolio
|
Q1 2024
Reduced 30.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
200
shares
|
$49,072
0.01% of portfolio
|
Q1 2024
Reduced 27.27%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
194
shares
|
$47,599
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
193
shares
|
$47,354
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
191
shares
|
$46,863
0.0% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
172
shares
|
$42,201
0.02% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
167
shares
|
$40,975
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
159
shares
|
$39,012
0.0% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
154
shares
|
$37,785
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
154
shares
|
$37,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
151
shares
|
$37,049
0.0% of portfolio
|
Q4 2024
Added 98.68%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
150
shares
|
$36,804
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|