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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 285,943 | $29.5M | 0.18% | +12,887+4.7% | Added |
| Montrusco Bolton Investments Inc. | 299,155 | $31.0M | 0.39% | +32,348+12.1% | Added |
| Morgan Stanley | 303,800 | $31.4M | 0.00% | −266,119−46.7% | Reduced |
| Hauser Brothers GmbH | 322,200 | $33.3M | 23.67% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 323,707 | $33.5M | 0.02% | −38,603−10.7% | Reduced |
| JPMorgan Chase & Co | 335,268 | $34.6M | 0.00% | −7,621−2.2% | Reduced |
| Goldman Sachs Group Inc | 353,219 | $36.5M | 0.01% | −675,227−65.7% | Reduced |
| Scotia Capital Inc. | 375,421 | $38.7M | 0.16% | −28,804−7.1% | Reduced |
| CDAM (UK) Ltd | 402,135 | $41.6M | 7.56% | +12,814+3.3% | Added |
| Two Sigma Investments, LP | 408,375 | $42.2M | 0.06% | −114,123−21.8% | Reduced |
| QV Investors Inc. | 409,736 | $42.4M | 3.47% | −31,742−7.2% | Reduced |
| Canada Pension Plan Investment Board | 418,853 | $43.3M | 0.03% | +8,990+2.2% | Added |
| Baskin Financial Services Inc. | 427,622 | $44.2M | 3.33% | +263+0.1% | Added |
| Legal & General Group Plc | 440,538 | $45.6M | 0.01% | +30,460+7.4% | Added |
| AQR Capital Management LLC | 678,889 | $70.2M | 0.04% | +678,889 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 701,069 | $72.5M | 0.19% | +8,282+1.2% | Added |
| Geode Capital Management, LLC | 733,510 | $76.3M | 0.00% | +38,200+5.5% | Added |
| CIBC World Markets Inc. | 760,307 | $78.6M | 0.14% | +30,941+4.2% | Added |
| TD Asset Management Inc | 796,493 | $82.4M | 0.07% | +88,875+12.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 905,699 | $94.2M | 3.11% | −6,340−0.7% | Reduced |
| Bank of Montreal | 948,889 | $98.1M | 0.04% | +62,706+7.1% | Added |
| Norges Bank | 1,026,741 | $106.1M | 0.01% | +1,026,741 | New |
| Baillie Gifford & Co | 1,029,871 | $106.6M | 0.09% | +10,693+1.0% | Added |
| UBS Group AG | 1,261,744 | $130.4M | 0.03% | +1,227,326+3,565.9% | Added |
| Turtle Creek Asset Management Inc. | 1,375,242 | $142.1M | 6.25% | −445,485−24.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,534,101 | $158.9M | 0.13% | +1,071,017+231.3% | Added |
| National Bank of Canada | 1,543,800 | $159.1M | 0.16% | +53,472+3.6% | Added |
| Royal Bank of Canada | 2,000,979 | $206.8M | 0.04% | −365,623−15.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,168,290 | $223.7M | 0.85% | +3,253+0.2% | Added |
| Vanguard Group Inc | 3,424,218 | $353.9M | 0.01% | +50,656+1.5% | Added |
| Janus Henderson Group PLC | 3,780,501 | $390.7M | 0.17% | +9,121+0.2% | Added |
| FMR LLC | 3,955,530 | $408.8M | 0.02% | +1,498,510+61.0% | Added |
| 1832 Asset Management L.P. | 4,618,775 | $477.4M | 0.60% | +3,548,947+331.7% | Added |
| FIL Ltd | 6,039,182 | $624.2M | 0.47% | −6,795−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 7,085,634 | $733.3M | 1.24% | +1,402,273+24.7% | Added |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −1,098,362−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −273,700−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −179,091−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −177,835−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −77,203−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −35,709−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,285−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −18,673−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,886−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −17,127−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,935−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,704−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |