Institutional Ownership Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX). We have compiled data on the 951 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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
28
shares
|
$5,800
0.0% of portfolio
|
Q4 2023
Reduced 34.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
27
shares
|
$5,593
0.0% of portfolio
|
Q3 2025
Reduced 28.95%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
27
shares
|
$5,593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
27
shares
|
$5,593
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
27
shares
|
$5,593
0.0% of portfolio
|
Q3 2025
Added 125.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
26
shares
|
$5,385
0.0% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
26
shares
|
$5,385
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
26
shares
|
$5,385
0.0% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
26
shares
|
$5,385
0.01% of portfolio
|
Q3 2025
Reduced 88.24%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
26
shares
|
$5,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
25
shares
|
$5,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
25
shares
|
$5,178
0.0% of portfolio
|
Q2 2025
Added 56.25%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
25
shares
|
$5,178
0.0% of portfolio
|
Q4 2025
Reduced 10.71%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
24
shares
|
$4,971
0.0% of portfolio
|
Q4 2025
Added 14.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
24
shares
|
$4,971
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
24
shares
|
$4,971
0.0% of portfolio
|
Q3 2025
Reduced 41.46%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
24
shares
|
$4,971
0.0% of portfolio
|
Q3 2025
Added 2300.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
24
shares
|
$4,971
0.0% of portfolio
|
Q1 2025
Added 380.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
22
shares
|
$4,557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
21
shares
|
$4,350
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
21
shares
|
$4,350
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
21
shares
|
$4,350
0.0% of portfolio
|
Q4 2025
Added 75.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
21
shares
|
$4,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
19
shares
|
$3,935
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
18
shares
|
$3,728
0.0% of portfolio
|
Q3 2025
New holding
|
|