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, Q4 2025
Institutional positions in TFI International Inc. as of Dec 31, 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
- 235
- +2 vs. Q3 2025
- Shares held
- 56.9M
- +6.66M (+13.2%) vs. Q3 2025
- Total value
- $5.89B
- +$1.46B (+33.0%) vs. Q3 2025
- New holders
- 34
- 80 more added
- Sold out
- 32
- 87 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 294 | $8.38B |
| Q1 2026 | 251 | $6.20B |
| Q4 2025 | 235 | $5.89B |
| Q3 2025 | 236 | $4.72B |
| Q2 2025 | 255 | $4.92B |
| Q1 2025 | 257 | $4.37B |
| Q4 2024 | 296 | $7.94B |
| Q3 2024 | 291 | $8.00B |
| Q2 2024 | 273 | $8.43B |
| Q1 2024 | 289 | $9.14B |
| Q4 2023 | 257 | $7.84B |
| Q3 2023 | 260 | $7.42B |
| Q2 2023 | 250 | $6.26B |
| Q1 2023 | 250 | $6.76B |
| Q4 2022 | 229 | $5.55B |
| Q3 2022 | 213 | $5.04B |
| Q2 2022 | 217 | $4.37B |
| Q1 2022 | 212 | $5.97B |
| Q4 2021 | 213 | $6.26B |
| Q3 2021 | 196 | $5.85B |
| Q2 2021 | 169 | $5.01B |
| Q1 2021 | 174 | $3.74B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding TFI International Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 7,085,634 | $733.3M | 1.24% | +1,402,273+24.7% | Added |
| FIL Ltd | 6,039,182 | $624.2M | 0.47% | −6,795−0.1% | Reduced |
| 1832 Asset Management L.P. | 4,618,775 | $477.4M | 0.60% | +3,548,947+331.7% | Added |
| FMR LLC | 3,955,530 | $408.8M | 0.02% | +1,498,510+61.0% | Added |
| Janus Henderson Group PLC | 3,780,501 | $390.7M | 0.17% | +9,121+0.2% | Added |
| Vanguard Group Inc | 3,424,218 | $353.9M | 0.01% | +50,656+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,168,290 | $223.7M | 0.85% | +3,253+0.2% | Added |
| Royal Bank of Canada | 2,000,979 | $206.8M | 0.04% | −365,623−15.4% | Reduced |
| National Bank of Canada | 1,543,800 | $159.1M | 0.16% | +53,472+3.6% | Added |
| Manufacturers Life Insurance Company, The | 1,534,101 | $158.9M | 0.13% | +1,071,017+231.3% | Added |
| Turtle Creek Asset Management Inc. | 1,375,242 | $142.1M | 6.25% | −445,485−24.5% | Reduced |
| UBS Group AG | 1,261,744 | $130.4M | 0.03% | +1,227,326+3,565.9% | Added |
| Baillie Gifford & Co | 1,029,871 | $106.6M | 0.09% | +10,693+1.0% | Added |
| Norges Bank | 1,026,741 | $106.1M | 0.01% | +1,026,741 | New |
| Bank of Montreal | 948,889 | $98.1M | 0.04% | +62,706+7.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 905,699 | $94.2M | 3.11% | −6,340−0.7% | Reduced |
| TD Asset Management Inc | 796,493 | $82.4M | 0.07% | +88,875+12.6% | Added |
| CIBC World Markets Inc. | 760,307 | $78.6M | 0.14% | +30,941+4.2% | Added |
| Geode Capital Management, LLC | 733,510 | $76.3M | 0.00% | +38,200+5.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 701,069 | $72.5M | 0.19% | +8,282+1.2% | Added |
| AQR Capital Management LLC | 678,889 | $70.2M | 0.04% | +678,889 | New |
| Legal & General Group Plc | 440,538 | $45.6M | 0.01% | +30,460+7.4% | Added |
| Baskin Financial Services Inc. | 427,622 | $44.2M | 3.33% | +263+0.1% | Added |
| Canada Pension Plan Investment Board | 418,853 | $43.3M | 0.03% | +8,990+2.2% | Added |
| QV Investors Inc. | 409,736 | $42.4M | 3.47% | −31,742−7.2% | Reduced |
| Two Sigma Investments, LP | 408,375 | $42.2M | 0.06% | −114,123−21.8% | Reduced |
| CDAM (UK) Ltd | 402,135 | $41.6M | 7.56% | +12,814+3.3% | Added |
| Scotia Capital Inc. | 375,421 | $38.7M | 0.16% | −28,804−7.1% | Reduced |
| Goldman Sachs Group Inc | 353,219 | $36.5M | 0.01% | −675,227−65.7% | Reduced |
| JPMorgan Chase & Co | 335,268 | $34.6M | 0.00% | −7,621−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 323,707 | $33.5M | 0.02% | −38,603−10.7% | Reduced |
| Hauser Brothers GmbH | 322,200 | $33.3M | 23.67% | 00.0% | Unchanged |
| Morgan Stanley | 303,800 | $31.4M | 0.00% | −266,119−46.7% | Reduced |
| Montrusco Bolton Investments Inc. | 299,155 | $31.0M | 0.39% | +32,348+12.1% | Added |
| TD Waterhouse Canada Inc. | 285,943 | $29.5M | 0.18% | +12,887+4.7% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 270,163 | $27.9M | 1.92% | +104,681+63.3% | Added |
| Charles Schwab Investment Management Inc | 252,269 | $26.1M | 0.00% | +18,073+7.7% | Added |
| Swiss National Bank | 207,200 | $21.5M | 0.01% | −19,700−8.7% | Reduced |
| Addenda Capital Inc. | 139,823 | $19.9M | 0.58% | −2,043−1.4% | Reduced |
| Massachusetts Financial Services Co | 192,675 | $19.9M | 0.01% | −1,953−1.0% | Reduced |
| Invesco Ltd. | 189,840 | $19.6M | 0.00% | +31,676+20.0% | Added |
| Northwest & Ethical Investments L.P. | 189,617 | $19.6M | 0.44% | −15,544−7.6% | Reduced |
| Bank of America Corp | 158,178 | $16.3M | 0.00% | −162,734−50.7% | Reduced |
| Dimensional Fund Advisors LP | 158,079 | $16.3M | 0.00% | −39,198−19.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 149,885 | $15.5M | 0.08% | +134,634+882.8% | Added |
| Hill City Capital, LP | 145,000 | $15.0M | 0.57% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 141,859 | $14.8M | 0.02% | +15,693+12.4% | Added |
| Toronto Dominion Bank | 143,120 | $14.8M | 0.03% | +43,305+43.4% | Added |
| Nicola Wealth Management Ltd. | 126,600 | $13.1M | 1.19% | +45,600+56.3% | Added |
| Deutsche Bank AG | 126,152 | $13.0M | 0.00% | +11,228+9.8% | Added |
| Citadel Advisors LLC | 123,213 | $12.7M | 0.01% | −484,820−79.7% | Reduced |
| Public Sector Pension Investment Board | 119,596 | $12.4M | 0.04% | +95,998+406.8% | Added |
| Two Sigma Advisers, LP | 114,510 | $11.8M | 0.02% | −123,100−51.8% | Reduced |
| Bank of Nova Scotia | 112,350 | $11.6M | 0.02% | −1,844−1.6% | Reduced |
| BlackRock, Inc. | 95,184 | $9.84M | 0.00% | −4,228−4.3% | Reduced |
| Nicholas Investment Partners, LP | 85,989 | $8.89M | 0.65% | +55,161+178.9% | Added |
| Aviso Financial Inc. | 82,425 | $8.52M | 0.32% | +1,081+1.3% | Added |
| CIBC Asset Management Inc | 78,789 | $8.15M | 0.02% | −3,983−4.8% | Reduced |
| Kennedy Capital Management, Inc. | 78,201 | $8.08M | 0.17% | −331−0.4% | Reduced |
| Bank of New York Mellon Corp | 65,646 | $6.78M | 0.00% | −4,853−6.9% | Reduced |
| Amundi | 63,356 | $6.55M | 0.00% | −18,912−23.0% | Reduced |
| Victory Capital Management Inc | 58,725 | $6.07M | 0.00% | +1,036+1.8% | Added |
| Nuveen, LLC | 55,044 | $5.70M | 0.00% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 50,295 | $5.21M | 0.69% | +15,625+45.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 49,002 | $5.06M | 0.01% | +35,452+261.6% | Added |
| Cidel Asset Management Inc | 46,270 | $4.79M | 0.34% | +46,270 | New |
| Guardian Partners Inc. | 37,960 | $4.62M | 0.37% | +37,960 | New |
| SIG North Trading, ULC | 43,720 | $4.52M | 0.79% | +39,654+975.3% | Added |
| Aviva PLC | 42,377 | $4.38M | 0.01% | +2,531+6.4% | Added |
| Barclays PLC | 41,422 | $4.28M | 0.00% | −21,001−33.6% | Reduced |
| British Columbia Investment Management Corp | 40,978 | $4.24M | 0.02% | −4,240−9.4% | Reduced |
| Great West Life Assurance Co | 40,596 | $4.19M | 0.01% | −8,598−17.5% | Reduced |
| AYAL Capital Advisors Ltd | 38,950 | $4.03M | 2.21% | +26,700+218.0% | Added |
| State of Wisconsin Investment Board | 37,700 | $3.90M | 0.01% | +37,700 | New |
| Guardian Capital LP | 35,746 | $3.70M | 0.11% | +5,700+19.0% | Added |
| RBF Capital, LLC | 35,500 | $3.67M | 0.17% | 00.0% | Unchanged |
| Citigroup Inc | 33,731 | $3.49M | 0.00% | −1,973−5.5% | Reduced |
| Pictet Asset Management Holding SA | 33,425 | $3.46M | 0.00% | +785+2.4% | Added |
| Manning & Napier Advisors LLC | 32,500 | $3.36M | 0.04% | −5,952−15.5% | Reduced |
| Norwood Investment Partners, LP | 32,000 | $3.31M | 3.72% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 30,713 | $3.17M | 0.01% | +8,316+37.1% | Added |
| Clear Harbor Asset Management, LLC | 30,378 | $3.14M | 0.21% | −37−0.1% | Reduced |
| APG Asset Management N.V. | 35,503 | $3.13M | 0.01% | −4,487−11.2% | Reduced |
| Sit Investment Associates Inc | 27,050 | $2.80M | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,000 | $2.79M | 0.00% | −6,574−19.6% | Reduced |
| American Century Companies Inc | 25,347 | $2.62M | 0.00% | +901+3.7% | Added |
| Bessemer Group Inc | 25,124 | $2.60M | 0.00% | −22−0.1% | Reduced |
| Polar Asset Management Partners Inc. | 25,000 | $2.58M | 0.05% | +25,000 | New |
| USS Investment Management Ltd | 24,810 | $2.56M | 0.01% | +4,539+22.4% | Added |
| PDT Partners, LLC | 24,661 | $2.55M | 0.17% | −7,079−22.3% | Reduced |
| Price T Rowe Associates Inc | 22,984 | $2.38M | 0.00% | −8,967−28.1% | Reduced |
| Capital World Investors | 22,090 | $2.28M | 0.00% | +4,005+22.1% | Added |
| Roundview Capital LLC | 21,284 | $2.20M | 0.14% | +5,815+37.6% | Added |
| Hudson Bay Capital Management LP | 21,228 | $2.19M | 0.01% | +722+3.5% | Added |
| Franklin Resources Inc | 20,612 | $2.13M | 0.00% | +1,000+5.1% | Added |
| Bank of Nova Scotia Trust Co | 20,223 | $2.09M | 0.18% | +4,485+28.5% | Added |
| Gotham Asset Management, LLC | 19,434 | $2.01M | 0.01% | −11,469−37.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,511 | $1.92M | 0.00% | −275−1.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 18,398 | $1.90M | 0.01% | +804+4.6% | Added |
| Vestmark Advisory Solutions, Inc. | 18,196 | $1.88M | 0.03% | +18,196 | New |