Skip to main content

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.

Institutional holdersQ4 2025: 235 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 heldQ4 2025: $5.89B
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, Q4 2025

Shares, value and share of portfolio for each institution holding TFI International Inc.; share changes are against Q3 2025.

Institutions holding TFII in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LPL Financial LLC6,867$709.7K0.00%−1,184−14.7%Reduced
Perbak Capital Partners LLP6,872$710.2K0.22%+6,872New
Bristol Gate Capital Partners Inc.6,940$718.3K0.04%−4,356−38.6%Reduced
New York State Common Retirement Fund7,570$782.4K0.00%+7,570New
Toroso Investments, LLC7,641$789.7K0.00%−861−10.1%Reduced
Alliancebernstein L.P.8,077$834.8K0.00%−13−0.2%Reduced
PCJ Investment Counsel Ltd.8,740$903.4K0.22%+8,740New
Utah Retirement Systems8,748$905.4K0.01%00.0%Unchanged
Aquatic Capital Management LLC9,273$958.4K0.03%+9,273New
Investment Management Corp of Ontario9,457$977.4K0.01%+6,571+227.7%Added
Numerai GP LLC9,601$992.3K0.12%+4,668+94.6%Added
Pathstone Holdings, LLC9,733$1.01M0.00%+370+4.0%Added
CenterBook Partners LP9,986$1.03M0.05%+3,558+55.4%Added
Skandinaviska Enskilda Banken AB (publ)10,522$1.09M0.00%−184−1.7%Reduced
Capstone Investment Advisors, LLC10,590$1.09M0.01%+10,590New
Swiss Life Asset Management Ltd10,984$1.14M0.01%+5,468+99.1%Added
Envestnet Asset Management Inc11,157$1.15M0.00%−424−3.7%Reduced
Avanza Fonder AB8,500$1.21M0.03%00.0%Unchanged
Public Employees Retirement System of Ohio11,903$1.23M0.00%−877−6.9%Reduced
Claret Asset Management Corp12,329$1.27M0.15%+12+0.1%Added
Sumitomo Mitsui Trust Holdings, Inc.13,316$1.38M0.00%−102−0.8%Reduced
Neuberger Berman Group LLC13,320$1.38M0.00%+5,869+78.8%Added
Caldwell Investment Management Ltd.14,200$1.48M0.91%+14,200New
O'Shaughnessy Asset Management, LLC14,501$1.50M0.01%+6,887+90.5%Added
Vestcor Inc15,400$1.59M0.05%00.0%Unchanged
Creative Planning15,575$1.61M0.00%+488+3.2%Added
ExodusPoint Capital Management, LP15,600$1.61M0.02%+15,600New
Magnetar Financial LLC15,642$1.62M0.02%−66,220−80.9%Reduced
DekaBank Deutsche Girozentrale11,256$1.65M0.00%00.0%Unchanged
PensionDanmark Pensionsforsikringsaktieselskab15,960$1.65M0.02%+15,960New
Legato Capital Management LLC16,106$1.66M0.14%+11,287+234.2%Added
Canoe Financial LP16,200$1.67M0.02%00.0%Unchanged
Russell Investments Group, Ltd.16,792$1.74M0.00%−10,831−39.2%Reduced
Value Partners Investments Inc.16,955$1.76M0.13%+862+5.4%Added
Korea Investment CORP17,827$1.85M0.00%−30,900−63.4%Reduced
Vestmark Advisory Solutions, Inc.18,196$1.88M0.03%+18,196New
Lansforsakringar Fondforvaltning AB (publ)18,398$1.90M0.01%+804+4.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)18,511$1.92M0.00%−275−1.5%Reduced
Gotham Asset Management, LLC19,434$2.01M0.01%−11,469−37.1%Reduced
Bank of Nova Scotia Trust Co20,223$2.09M0.18%+4,485+28.5%Added
Franklin Resources Inc20,612$2.13M0.00%+1,000+5.1%Added
Hudson Bay Capital Management LP21,228$2.19M0.01%+722+3.5%Added
Roundview Capital LLC21,284$2.20M0.14%+5,815+37.6%Added
Capital World Investors22,090$2.28M0.00%+4,005+22.1%Added
Price T Rowe Associates Inc22,984$2.38M0.00%−8,967−28.1%Reduced
PDT Partners, LLC24,661$2.55M0.17%−7,079−22.3%Reduced
USS Investment Management Ltd24,810$2.56M0.01%+4,539+22.4%Added
Polar Asset Management Partners Inc.25,000$2.58M0.05%+25,000New
Bessemer Group Inc25,124$2.60M0.00%−22−0.1%Reduced
American Century Companies Inc25,347$2.62M0.00%+901+3.7%Added
D. E. Shaw & Co., Inc.27,000$2.79M0.00%−6,574−19.6%Reduced
Sit Investment Associates Inc27,050$2.80M0.06%00.0%Unchanged
APG Asset Management N.V.35,503$3.13M0.01%−4,487−11.2%Reduced
Clear Harbor Asset Management, LLC30,378$3.14M0.21%−37−0.1%Reduced
Quantinno Capital Management LP30,713$3.17M0.01%+8,316+37.1%Added
Norwood Investment Partners, LP32,000$3.31M3.72%00.0%Unchanged
Manning & Napier Advisors LLC32,500$3.36M0.04%−5,952−15.5%Reduced
Pictet Asset Management Holding SA33,425$3.46M0.00%+785+2.4%Added
Citigroup Inc33,731$3.49M0.00%−1,973−5.5%Reduced
RBF Capital, LLC35,500$3.67M0.17%00.0%Unchanged
Guardian Capital LP35,746$3.70M0.11%+5,700+19.0%Added
State of Wisconsin Investment Board37,700$3.90M0.01%+37,700New
AYAL Capital Advisors Ltd38,950$4.03M2.21%+26,700+218.0%Added
Great West Life Assurance Co40,596$4.19M0.01%−8,598−17.5%Reduced
British Columbia Investment Management Corp40,978$4.24M0.02%−4,240−9.4%Reduced
Barclays PLC41,422$4.28M0.00%−21,001−33.6%Reduced
Aviva PLC42,377$4.38M0.01%+2,531+6.4%Added
SIG North Trading, ULC43,720$4.52M0.79%+39,654+975.3%Added
Guardian Partners Inc.37,960$4.62M0.37%+37,960New
Cidel Asset Management Inc46,270$4.79M0.34%+46,270New
Grantham, Mayo, Van Otterloo & Co. LLC49,002$5.06M0.01%+35,452+261.6%Added
K.J. Harrison & Partners Inc50,295$5.21M0.69%+15,625+45.1%Added
Nuveen, LLC55,044$5.70M0.00%00.0%Unchanged
Victory Capital Management Inc58,725$6.07M0.00%+1,036+1.8%Added
Amundi63,356$6.55M0.00%−18,912−23.0%Reduced
Bank of New York Mellon Corp65,646$6.78M0.00%−4,853−6.9%Reduced
Kennedy Capital Management, Inc.78,201$8.08M0.17%−331−0.4%Reduced
CIBC Asset Management Inc78,789$8.15M0.02%−3,983−4.8%Reduced
Aviso Financial Inc.82,425$8.52M0.32%+1,081+1.3%Added
Nicholas Investment Partners, LP85,989$8.89M0.65%+55,161+178.9%Added
BlackRock, Inc.95,184$9.84M0.00%−4,228−4.3%Reduced
Bank of Nova Scotia112,350$11.6M0.02%−1,844−1.6%Reduced
Two Sigma Advisers, LP114,510$11.8M0.02%−123,100−51.8%Reduced
Public Sector Pension Investment Board119,596$12.4M0.04%+95,998+406.8%Added
Citadel Advisors LLC123,213$12.7M0.01%−484,820−79.7%Reduced
Deutsche Bank AG126,152$13.0M0.00%+11,228+9.8%Added
Nicola Wealth Management Ltd.126,600$13.1M1.19%+45,600+56.3%Added
Toronto Dominion Bank143,120$14.8M0.03%+43,305+43.4%Added
Mackenzie Financial Corp141,859$14.8M0.02%+15,693+12.4%Added
Hill City Capital, LP145,000$15.0M0.57%00.0%Unchanged
Schonfeld Strategic Advisors LLC149,885$15.5M0.08%+134,634+882.8%Added
Dimensional Fund Advisors LP158,079$16.3M0.00%−39,198−19.9%Reduced
Bank of America Corp158,178$16.3M0.00%−162,734−50.7%Reduced
Northwest & Ethical Investments L.P.189,617$19.6M0.44%−15,544−7.6%Reduced
Invesco Ltd.189,840$19.6M0.00%+31,676+20.0%Added
Massachusetts Financial Services Co192,675$19.9M0.01%−1,953−1.0%Reduced
Addenda Capital Inc.139,823$19.9M0.58%−2,043−1.4%Reduced
Swiss National Bank207,200$21.5M0.01%−19,700−8.7%Reduced
Charles Schwab Investment Management Inc252,269$26.1M0.00%+18,073+7.7%Added
Scheer, Rowlett & Associates Investment Management Ltd.270,163$27.9M1.92%+104,681+63.3%Added