Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 892 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
53
shares
|
$14,247
0.0% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
48
shares
|
$12,903
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
48
shares
|
$12,903
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
47
shares
|
$12,634
0.0% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
47
shares
|
$12,634
0.0% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
47
shares
|
$12,634
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
46
shares
|
$12,365
0.0% of portfolio
|
Q4 2024
Added 76.92%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
42
shares
|
$11,290
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
42
shares
|
$11,290
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
41
shares
|
$11,021
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
41
shares
|
$11,021
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
40
shares
|
$10,752
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
38
shares
|
$10,215
0.0% of portfolio
|
Q1 2022
Reduced 20.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
38
shares
|
$10,215
0.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
37
shares
|
$9,946
0.0% of portfolio
|
Q3 2024
Added 54.17%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
36
shares
|
$9,677
0.0% of portfolio
|
Q4 2024
Reduced 37.93%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
35
shares
|
$9,408
0.0% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
34
shares
|
$9,139
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
34
shares
|
$9,139
0.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$8,602
0.0% of portfolio
|
Q3 2023
Reduced 27.27%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
30
shares
|
$8,064
0.0% of portfolio
|
Q1 2024
Reduced 73.68%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
29
shares
|
$7,795
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
28
shares
|
$7,526
0.0% of portfolio
|
Q4 2023
Reduced 34.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
27
shares
|
$7,258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
25
shares
|
$6,720
0.0% of portfolio
|
Q3 2024
Added 13.64%
|