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TFI International Inc.

TFII
Exchange
NYSE
Industry
Trucking & Courier Services (No Air)
SEC CIK
0001588823

No open-market purchases or sales by TFI International Inc. insiders were filed in the last 90 days; 294 institutions reported holding it in 13F filings for Q2 2026, worth $8.38B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2025

Institutional positions in TFI International Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
255
+4 vs. Q1 2025
Shares held
54.9M
−1.47M (−2.6%) vs. Q1 2025
Total value
$4.92B
+$561.6M (+12.9%) vs. Q1 2025
New holders
38
105 more added
Sold out
34
79 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TFII on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 255 institutions
Q1 2021: 174 institutionsQ2 2021: 169 institutionsQ3 2021: 196 institutionsQ4 2021: 213 institutionsQ1 2022: 212 institutionsQ2 2022: 217 institutionsQ3 2022: 213 institutionsQ4 2022: 229 institutionsQ1 2023: 250 institutionsQ2 2023: 250 institutionsQ3 2023: 260 institutionsQ4 2023: 257 institutionsQ1 2024: 289 institutionsQ2 2024: 273 institutionsQ3 2024: 291 institutionsQ4 2024: 296 institutionsQ1 2025: 257 institutionsQ2 2025: 255 institutionsQ3 2025: 236 institutionsQ4 2025: 235 institutionsQ1 2026: 251 institutionsQ2 2026: 294 institutions
Value heldQ2 2025: $4.92B
Q1 2021: $3.74BQ2 2021: $5.01BQ3 2021: $5.85BQ4 2021: $6.26BQ1 2022: $5.97BQ2 2022: $4.37BQ3 2022: $5.04BQ4 2022: $5.55BQ1 2023: $6.76BQ2 2023: $6.26BQ3 2023: $7.42BQ4 2023: $7.84BQ1 2024: $9.14BQ2 2024: $8.43BQ3 2024: $8.00BQ4 2024: $7.94BQ1 2025: $4.37BQ2 2025: $4.92BQ3 2025: $4.72BQ4 2025: $5.89BQ1 2026: $6.20BQ2 2026: $8.38B
Institutions holding TFII and their total value by quarter
QuarterHoldersValue
Q2 2026294$8.38B
Q1 2026251$6.20B
Q4 2025235$5.89B
Q3 2025236$4.72B
Q2 2025255$4.92B
Q1 2025257$4.37B
Q4 2024296$7.94B
Q3 2024291$8.00B
Q2 2024273$8.43B
Q1 2024289$9.14B
Q4 2023257$7.84B
Q3 2023260$7.42B
Q2 2023250$6.26B
Q1 2023250$6.76B
Q4 2022229$5.55B
Q3 2022213$5.04B
Q2 2022217$4.37B
Q1 2022212$5.97B
Q4 2021213$6.26B
Q3 2021196$5.85B
Q2 2021169$5.01B
Q1 2021174$3.74B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding TFI International Inc.; share changes are against Q1 2025.

Institutions holding TFII in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hudson Bay Capital Management LP120,414$10.8M0.07%+83,735+228.3%Added
BNP Paribas Arbitrage, SA125,737$11.3M0.01%+64,108+104.0%Added
Toronto Dominion Bank125,646$11.3M0.02%+19,600+18.5%Added
Intact Investment Management Inc.125,813$11.3M0.38%−7,910−5.9%Reduced
Argent Capital Management LLC142,864$12.8M0.37%+107,451+303.4%Added
Hill City Capital, LP145,000$13.0M0.70%00.0%Unchanged
Cubist Systematic Strategies, LLC153,622$13.8M0.15%−45,381−22.8%Reduced
Invesco Ltd.156,394$14.0M0.00%+16,497+11.8%Added
Northwest & Ethical Investments L.P.166,425$14.9M0.37%+3,054+1.9%Added
Two Sigma Advisers, LP168,110$15.1M0.03%+133,000+378.8%Added
Addenda Capital Inc.126,090$15.5M0.56%+114,468+984.9%Added
Dimensional Fund Advisors LP202,863$18.2M0.00%−38,834−16.1%Reduced
Charles Schwab Investment Management Inc205,462$18.4M0.00%+13,692+7.1%Added
Massachusetts Financial Services Co220,279$19.8M0.01%+63,745+40.7%Added
Montrusco Bolton Investments Inc.226,034$20.2M0.22%+182,202+415.7%Added
Swiss National Bank242,400$21.7M0.01%+13,600+5.9%Added
Millennium Management LLC248,282$22.3M0.02%+37,099+17.6%Added
TD Waterhouse Canada Inc.261,754$24.1M0.17%+67,927+35.0%Added
Balyasny Asset Management LLC300,137$26.9M0.06%+63,053+26.6%Added
Legal & General Group Plc302,527$27.1M0.01%+17,419+6.1%Added
Hauser Brothers GmbH313,500$28.1M27.97%+30,300+10.7%Added
Manufacturers Life Insurance Company, The347,837$31.1M0.03%−660,698−65.5%Reduced
QV Investors Inc.352,781$31.6M3.10%+2,685+0.8%Added
Canada Pension Plan Investment Board373,463$33.5M0.03%+6,000+1.6%Added
Scotia Capital Inc.393,631$35.2M0.17%+94,922+31.8%Added
CDAM (UK) Ltd399,665$35.8M5.96%−25,042−5.9%Reduced
JPMorgan Chase & Co402,564$36.1M0.00%−546−0.1%Reduced
Baskin Financial Services Inc.420,152$37.7M2.85%+6,786+1.6%Added
Connor, Clark & Lunn Investment Management Ltd.429,723$38.6M0.14%+429,723New
Two Sigma Investments, LP466,224$41.8M0.08%+397,462+578.0%Added
TD Asset Management Inc504,469$45.2M0.04%+145,337+40.5%Added
Geode Capital Management, LLC632,426$57.2M0.00%+101,218+19.1%Added
CIBC World Markets Inc.682,943$61.4M0.14%+199,387+41.2%Added
Arrowstreet Capital, Limited Partnership717,907$64.4M0.05%+131,635+22.5%Added
Capital International Investors796,362$71.9M0.01%−2,099,870−72.5%Reduced
Dixon Mitchell Investment Counsel Inc.818,334$73.7M2.86%+251,444+44.4%Added
Goldman Sachs Group Inc866,255$77.7M0.01%+486,964+128.4%Added
Bank of Montreal896,289$80.5M0.04%+193,306+27.5%Added
Norges Bank986,389$88.6M0.01%−11,287−1.1%Reduced
Citadel Advisors LLC1,030,130$92.4M0.08%+923,292+864.2%Added
Baillie Gifford & Co1,051,089$94.2M0.07%−15,661−1.5%Reduced
Bank of America Corp1,115,536$100.0M0.01%+160,402+16.8%Added
1832 Asset Management L.P.1,131,034$101.4M0.18%−120,043−9.6%Reduced
Maple Rock Capital Partners Inc.1,147,662$102.9M5.14%+16,763+1.5%Added
Morgan Stanley1,290,730$115.7M0.01%+611,092+89.9%Added
National Bank of Canada1,318,832$117.7M0.13%+257,442+24.3%Added
Federation des caisses Desjardins du Quebec1,914,510$171.0M0.75%+376,286+24.5%Added
Turtle Creek Asset Management Inc.1,929,978$173.1M5.02%−111,200−5.4%Reduced
FMR LLC1,940,441$174.2M0.01%−661,218−25.4%Reduced
Royal Bank of Canada2,660,415$238.6M0.05%+107,932+4.2%Added
Jarislowsky, Fraser Ltd3,304,033$296.0M1.69%+1,132,014+52.1%Added
Vanguard Group Inc3,312,053$297.3M0.00%+60,353+1.9%Added
Janus Henderson Group PLC3,571,540$320.3M0.16%+7,603+0.2%Added
Caisse de Depot Et Placement du Quebec4,059,400$363.7M0.78%+209,000+5.4%Added
FIL Ltd5,611,004$503.7M0.43%−854,230−13.2%Reduced
Capital Research Global Investors0$00.00%−2,154,253−100.0%Sold out
Agf Management Ltd0$00.00%−241,416−100.0%Sold out
Moore Capital Management, LP0$00.00%−199,307−100.0%Sold out
Fiera Capital Corp0$00.00%−184,590−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−71,012−100.0%Sold out
Harber Asset Management LLC0$00.00%−47,327−100.0%Sold out
SIG North Trading, ULC0$00.00%−40,420−100.0%Sold out
XTX Topco Ltd0$00.00%−19,103−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−15,393−100.0%Sold out
Quantessence Capital LLC0$00.00%−13,720−100.0%Sold out
Northern Trust Corp0$00.00%−5,349−100.0%Sold out
Capital International Sarl0$00.00%−5,188−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−4,832−100.0%Sold out
Twinbeech Capital LP0$00.00%−4,033−100.0%Sold out
Aristides Capital LLC0$00.00%−3,038−100.0%Sold out
United Services Automobile Association0$00.00%−2,822−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−563−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−300−100.0%Sold out
Boston Private Wealth LLC0$00.00%−248−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−93−100.0%Sold out
Continuum Advisory, LLC0$00.00%−73−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−62−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−52−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−43−100.0%Sold out
MorganRosel Wealth Management, LLC0$00.00%−34−100.0%Sold out
Washington Trust Co0$00.00%−30−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−24−100.0%Sold out
ESL Trust Services, LLC0$00.00%−23−100.0%Sold out
Mather Group, LLC.0$00.00%−20−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−16−100.0%Sold out
Trust Co of Vermont0$00.00%−15−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−8−100.0%Sold out
Inlight Wealth Management, LLC0$00.00%−6−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−1−100.0%Sold out
Paradoxiom Capital L.P.––––Not filed
CAPROCK Group, Inc.––––Not filed
Credit Agricole S A––––Not filed
Lindbrook Capital, LLC––––Not filed
JCIC Asset Management Inc.––––Not filed
Nova Wealth Management, Inc.––––Not filed