Purchases and Sales Made in Q4 2025 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q4 2025. The information is specifically focused on institutions that hold shares of EQUIFAX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
98.5K+ 3473.31% |
$20.1M - $25M
|
101K
$21M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
48.4K+ 359.5% |
$9.88M - $12.3M
|
61.8K
$12.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
7.37K+ 57.86% |
$1.5M - $1.87M
|
20.1K
$4.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
6.9K+ 31.32% |
$1.41M - $1.75M
|
28.9K
$5.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.99K+ 49.6% |
$814K - $1.01M
|
12K
$2.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.43K+ 35.79% |
$700K - $870K
|
13K
$2.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 10.12% |
$614K - $764K
|
32.7K
$6.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.7KNew |
$552K - $686K
|
2.7K
$560K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.33K+ 9.95% |
$476K - $592K
|
25.8K
$5.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.22KNew |
$453K - $563K
|
2.22K
$459K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.96K+ 11.29% |
$401K - $498K
|
19.3K
$4.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.64K+ 39.92% |
$334K - $415K
|
5.73K
$1.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.59KNew |
$324K - $403K
|
1.59K
$329K
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.47K+ 147.88% |
$300K - $372K
|
2.46K
$509K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.44K+ 3.09% |
$294K - $366K
|
48K
$9.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 5.62% |
$265K - $330K
|
24.4K
$5.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$259K - $322K
|
1.27K
$263K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.04K+ 6.81% |
$213K - $265K
|
16.4K
$3.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
832+ 2.65% |
$170K - $211K
|
32.3K
$6.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
790New |
$161K - $201K
|
790
$164K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
735+ 81.31% |
$150K - $187K
|
1.64K
$340K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
533+ 3.22% |
$109K - $135K
|
17.1K
$3.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
495+ 26.34% |
$101K - $126K
|
2.37K
$492K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
421+ 4.75% |
$86K - $107K
|
9.28K
$1.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
250+ 0.87% |
$51K - $63.5K
|
29K
$6M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
231+ 11.79% |
$47.2K - $58.6K
|
2.19K
$454K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
191+ 6.02% |
$39K - $48.5K
|
3.37K
$697K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
185+ 21.59% |
$37.8K - $47K
|
1.04K
$216K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
179+ 11.44% |
$36.6K - $45.4K
|
1.74K
$361K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
167+ 69.01% |
$34.1K - $42.4K
|
409
$84.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
166+ 3.76% |
$33.9K - $42.1K
|
4.59K
$950K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
160+ 4.61% |
$32.7K - $40.6K
|
3.63K
$752K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
151+ 18.6% |
$30.8K - $38.3K
|
963
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
137+ 3.21% |
$28K - $34.8K
|
4.41K
$914K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
134New |
$27.4K - $34K
|
134
$27.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
107New |
$21.8K - $27.2K
|
107
$22.2K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
87New |
$17.8K - $22.1K
|
87
$18K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
74+ 2.54% |
$15.1K - $18.8K
|
2.99K
$618K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
68+ 72.34% |
$13.9K - $17.3K
|
162
$33.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
62+ 5.11% |
$12.7K - $15.7K
|
1.28K
$264K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58+ 64.44% |
$11.8K - $14.7K
|
148
$30.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
48New |
$9.8K - $12.2K
|
48
$9.94K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
46+ 139.39% |
$9.39K - $11.7K
|
79
$16.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33+ 55.93% |
$6.74K - $8.38K
|
92
$19.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
27+ 1.04% |
$5.51K - $6.85K
|
2.61K
$541K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24+ 2.55% |
$4.9K - $6.09K
|
967
$200K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23New |
$4.7K - $5.84K
|
23
$4.76K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
19+ 8.96% |
$3.88K - $4.82K
|
231
$47.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
19New |
$3.88K - $4.82K
|
19
$3.94K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
10+ 2.97% |
$2.04K - $2.54K
|
347
$71.9K
|
|