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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, 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
Korea Investment CORP17,827$1.85M0.00%−30,900−63.4%Reduced
Value Partners Investments Inc.16,955$1.76M0.13%+862+5.4%Added
Russell Investments Group, Ltd.16,792$1.74M0.00%−10,831−39.2%Reduced
Canoe Financial LP16,200$1.67M0.02%00.0%Unchanged
Legato Capital Management LLC16,106$1.66M0.14%+11,287+234.2%Added
PensionDanmark Pensionsforsikringsaktieselskab15,960$1.65M0.02%+15,960New
DekaBank Deutsche Girozentrale11,256$1.65M0.00%00.0%Unchanged
Magnetar Financial LLC15,642$1.62M0.02%−66,220−80.9%Reduced
ExodusPoint Capital Management, LP15,600$1.61M0.02%+15,600New
Creative Planning15,575$1.61M0.00%+488+3.2%Added
Vestcor Inc15,400$1.59M0.05%00.0%Unchanged
O'Shaughnessy Asset Management, LLC14,501$1.50M0.01%+6,887+90.5%Added
Caldwell Investment Management Ltd.14,200$1.48M0.91%+14,200New
Neuberger Berman Group LLC13,320$1.38M0.00%+5,869+78.8%Added
Sumitomo Mitsui Trust Holdings, Inc.13,316$1.38M0.00%−102−0.8%Reduced
Claret Asset Management Corp12,329$1.27M0.15%+12+0.1%Added
Public Employees Retirement System of Ohio11,903$1.23M0.00%−877−6.9%Reduced
Avanza Fonder AB8,500$1.21M0.03%00.0%Unchanged
Envestnet Asset Management Inc11,157$1.15M0.00%−424−3.7%Reduced
Swiss Life Asset Management Ltd10,984$1.14M0.01%+5,468+99.1%Added
Capstone Investment Advisors, LLC10,590$1.09M0.01%+10,590New
Skandinaviska Enskilda Banken AB (publ)10,522$1.09M0.00%−184−1.7%Reduced
CenterBook Partners LP9,986$1.03M0.05%+3,558+55.4%Added
Pathstone Holdings, LLC9,733$1.01M0.00%+370+4.0%Added
Numerai GP LLC9,601$992.3K0.12%+4,668+94.6%Added
Investment Management Corp of Ontario9,457$977.4K0.01%+6,571+227.7%Added
Aquatic Capital Management LLC9,273$958.4K0.03%+9,273New
Utah Retirement Systems8,748$905.4K0.01%00.0%Unchanged
PCJ Investment Counsel Ltd.8,740$903.4K0.22%+8,740New
Alliancebernstein L.P.8,077$834.8K0.00%−13−0.2%Reduced
Toroso Investments, LLC7,641$789.7K0.00%−861−10.1%Reduced
New York State Common Retirement Fund7,570$782.4K0.00%+7,570New
Bristol Gate Capital Partners Inc.6,940$718.3K0.04%−4,356−38.6%Reduced
Perbak Capital Partners LLP6,872$710.2K0.22%+6,872New
LPL Financial LLC6,867$709.7K0.00%−1,184−14.7%Reduced
Capital International Investors6,642$695.2K0.00%−2,081−23.9%Reduced
Royal London Asset Management Ltd6,583$680.4K0.00%−1,538−18.9%Reduced
Gold Investment Management Ltd.6,302$651.4K0.21%00.0%Unchanged
Daiwa Securities Group Inc.6,243$645.0K0.00%+261+4.4%Added
Allianz Asset Management GmbH5,853$605.8K0.00%+3,211+121.5%Added
JustInvest LLC5,788$598.2K0.01%−380−6.2%Reduced
CAPROCK Group, Inc.5,407$561.4K0.01%+193+3.7%Added
Cardinal Point Capital Management, ULC5,340$552.7K0.04%+380+7.7%Added
Mariner, LLC5,164$533.7K0.00%−148−2.8%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,016$518.4K0.01%00.0%Unchanged
Bridgewater Associates, LP4,759$492.5K0.00%−2,745−36.6%Reduced
Ieq Capital, LLC4,751$491.0K0.00%+261+5.8%Added
Engineers Gate Manager LP4,746$490.5K0.01%−19,801−80.7%Reduced
LRT Capital Management, LLC4,514$466.5K0.40%+4,514New
Jane Street Group, LLC4,457$460.8K0.00%−10,340−69.9%Reduced
Ritholtz Wealth Management4,276$441.9K0.01%−165−3.7%Reduced
Vident Advisory, LLC4,169$431.4K0.00%−123−2.9%Reduced
Americana Partners, LLC4,119$425.7K0.01%−124−2.9%Reduced
Aigen Investment Management, LP2,643$375.0K0.09%−3,598−57.7%Reduced
PFG Investments, LLC3,237$334.6K0.02%+5+0.2%Added
Intech Investment Management LLC3,085$319.3K0.00%−8,410−73.2%Reduced
Millennium Management LLC2,911$300.9K0.00%−12,699−81.4%Reduced
Savant Capital, LLC2,826$292.1K0.00%+515+22.3%Added
Timelo Investment Management Inc.2,800$289.4K0.31%−4,200−60.0%Reduced
Ameriprise Financial Inc2,068$284.5K0.00%−390−15.9%Reduced
Cetera Investment Advisers2,559$264.8K0.00%+196+8.3%Added
Ewing Morris & Co. Investment Partners Ltd.2,361$248.6K0.11%+2,361New
Assetmark, Inc2,367$244.6K0.00%−14,662−86.1%Reduced
Squarepoint Ops LLC2,352$243.1K0.00%+2,352New
Man Group plc2,300$238.0K0.00%−16,952−88.1%Reduced
BNP Paribas Arbitrage, SA2,275$235.1K0.00%−42,584−94.9%Reduced
Wexford Capital LP2,268$234.4K0.06%−829−26.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,587$229.0K0.00%+1,587New
Asahi Life Asset Management Co., Ltd.2,178$225.4K0.13%−1,761−44.7%Reduced
US Bancorp2,161$223.3K0.00%−69−3.1%Reduced
Stifel Financial Corp2,145$221.7K0.00%−2,139−49.9%Reduced
Vise Technologies, Inc.1,998$206.5K0.00%+1,998New
Tower Research Capital LLC (TRC)1,800$186.0K0.00%+1,147+175.7%Added
Signaturefd, LLC1,584$163.7K0.00%−82−4.9%Reduced
State of Wyoming1,527$157.8K0.02%−466−23.4%Reduced
Twin Tree Management, LP1,416$146.3K0.01%−15,111−91.4%Reduced
SG Americas Securities, LLC1,079$112.0K0.00%+1,079New
Purpose Unlimited Inc.1,000$103.4K0.00%+1,000New
Tacita Capital Inc701$72.5K0.04%00.0%Unchanged
Natixis667$68.9K0.00%−15−2.2%Reduced
Acadian Asset Management LLC600$62.0K0.00%−10,400−94.5%Reduced
Parallel Advisors, LLC564$58.3K0.00%−873−60.8%Reduced
Advisor Group Holdings, Inc.505$52.3K0.00%−9,278−94.8%Reduced
Ameritas Investment Partners, Inc.338$34.9K0.00%00.0%Unchanged
Allworth Financial LP321$33.2K0.00%−6−1.8%Reduced
Quadrant Capital Group LLC310$32.0K0.00%+28+9.9%Added
Laurel Wealth Advisors LLC300$31.0K0.00%+300New
Wells Fargo & Company297$30.7K0.00%−34−10.3%Reduced
CWM, LLC282$29.0K0.00%+79+38.9%Added
BI Asset Management Fondsmaeglerselskab A/S24,172$25.0K0.00%+121+0.5%Added
Ankerstar Wealth, LLC228$23.7K0.02%+228New
Clearstead Advisors, LLC189$19.5K0.00%−26−12.1%Reduced
Pacer Advisors, Inc.171$17.7K0.00%+140+451.6%Added
Rockefeller Capital Management L.P.157$16.2K0.00%+10+6.8%Added
Beutel, Goodman & Co Ltd.145$15.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC137$14.2K0.00%+40+41.2%Added
SRS Capital Advisors, Inc.131$13.6K0.00%+73+125.9%Added
EverSource Wealth Advisors, LLC126$13.0K0.00%+20+18.9%Added
Versant Capital Management, Inc116$12.0K0.00%+6+5.5%Added
Brown Brothers Harriman & Co105$10.9K0.00%−129−55.1%Reduced