Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 956 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
65
shares
|
$13,464
0.01% of portfolio
|
Q3 2025
Reduced 81.99%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
64
shares
|
$13,257
0.0% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
63
shares
|
$13,050
0.0% of portfolio
|
Q3 2025
Added 61.54%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
61
shares
|
$12,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
59
shares
|
$12,221
0.0% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
58
shares
|
$12,014
0.0% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
55
shares
|
$11,393
0.0% of portfolio
|
Q3 2025
Added 103.7%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
53
shares
|
$10,978
0.0% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
50
shares
|
$10,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
42
shares
|
$8,700
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
42
shares
|
$8,700
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
41
shares
|
$8,493
0.0% of portfolio
|
Q1 2024
Reduced 18.0%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
40
shares
|
$8,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
39
shares
|
$8,078
0.0% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
38
shares
|
$7,871
0.0% of portfolio
|
Q1 2022
Reduced 20.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
37
shares
|
$7,664
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
35
shares
|
$7,250
0.0% of portfolio
|
Q1 2025
Reduced 75.86%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
34
shares
|
$7,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
34
shares
|
$7,043
0.0% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
33
shares
|
$6,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
33
shares
|
$6,835
0.01% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
33
shares
|
$6,835
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
33
shares
|
$6,835
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
33
shares
|
$6,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$6,628
0.0% of portfolio
|
Q3 2023
Reduced 27.27%
|
|