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, Q1 2026
Institutional positions in TFI International Inc. as of Mar 31, 2026. 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
- 251
- +19 vs. Q4 2025
- Shares held
- 57.0M
- +4.52M (+8.6%) vs. Q4 2025
- Total value
- $6.20B
- +$771.3M (+14.2%) vs. Q4 2025
- New holders
- 44
- 90 more added
- Sold out
- 25
- 81 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding TFI International Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 7,156,534 | $776.5M | 1.24% | +70,900+1.0% | Added |
| FIL Ltd | 4,782,544 | $520.6M | 0.40% | −1,256,638−20.8% | Reduced |
| 1832 Asset Management L.P. | 3,980,503 | $432.4M | 0.57% | −638,272−13.8% | Reduced |
| Janus Henderson Group PLC | 3,702,480 | $402.2M | 0.19% | −78,021−2.1% | Reduced |
| FMR LLC | 3,652,221 | $397.5M | 0.02% | −303,309−7.7% | Reduced |
| Royal Bank of Canada | 3,072,691 | $333.8M | 0.06% | +1,071,712+53.6% | Added |
| Vanguard Capital Management LLC | 2,269,844 | $247.1M | 0.01% | +2,269,844 | New |
| Federation des caisses Desjardins du Quebec | 2,210,600 | $237.7M | 0.85% | +42,310+2.0% | Added |
| Manufacturers Life Insurance Company, The | 2,040,522 | $221.9M | 0.19% | +506,421+33.0% | Added |
| National Bank of Canada | 1,409,188 | $152.0M | 0.16% | −134,612−8.7% | Reduced |
| Maple Rock Capital Partners Inc. | 1,361,831 | $147.9M | 4.81% | +1,361,831 | New |
| Bank of Montreal | 1,189,709 | $129.5M | 0.05% | +240,820+25.4% | Added |
| Turtle Creek Asset Management Inc. | 1,082,942 | $117.6M | 4.40% | −292,300−21.3% | Reduced |
| Baillie Gifford & Co | 896,308 | $97.3M | 0.10% | −133,563−13.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 884,525 | $96.4M | 3.35% | −21,174−2.3% | Reduced |
| Geode Capital Management, LLC | 730,517 | $79.1M | 0.00% | −2,993−0.4% | Reduced |
| Vanguard Fiduciary Trust Co | 685,106 | $74.6M | 0.02% | +685,106 | New |
| CIBC World Markets Inc. | 630,196 | $68.6M | 0.12% | −130,111−17.1% | Reduced |
| Clearbridge Investments, LLC | 630,632 | $68.5M | 0.06% | +630,632 | New |
| Mackenzie Financial Corp | 567,836 | $61.8M | 0.07% | +425,977+300.3% | Added |
| AQR Capital Management LLC | 565,650 | $60.7M | 0.03% | −113,239−16.7% | Reduced |
| TD Asset Management Inc | 536,224 | $58.2M | 0.05% | −260,269−32.7% | Reduced |
| Morgan Stanley | 520,631 | $56.6M | 0.00% | +216,831+71.4% | Added |
| Canada Pension Plan Investment Board | 457,753 | $49.8M | 0.03% | +38,900+9.3% | Added |
| Legal & General Group Plc | 453,373 | $49.2M | 0.01% | +12,835+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 449,127 | $48.9M | 0.03% | +125,420+38.7% | Added |
| CIBC Asset Management Inc | 435,012 | $47.5M | 0.12% | +356,223+452.1% | Added |
| Baskin Financial Services Inc. | 421,203 | $45.8M | 3.75% | −6,419−1.5% | Reduced |
| QV Investors Inc. | 401,295 | $43.5M | 3.52% | −8,441−2.1% | Reduced |
| CDAM (UK) Ltd | 394,559 | $42.9M | 9.51% | −7,576−1.9% | Reduced |
| Turas Capital Management LP | 394,372 | $42.8M | 10.94% | +394,372 | New |
| Goldman Sachs Group Inc | 390,789 | $42.5M | 0.01% | +37,570+10.6% | Added |
| Scotia Capital Inc. | 349,787 | $37.8M | 0.16% | −25,634−6.8% | Reduced |
| JPMorgan Chase & Co | 339,813 | $35.7M | 0.00% | +4,545+1.4% | Added |
| Hauser Brothers GmbH | 326,900 | $35.5M | 49.76% | +4,700+1.5% | Added |
| Vanguard Global Advisers, LLC | 314,186 | $34.2M | 0.02% | +314,186 | New |
| Dimensional Fund Advisors LP | 287,321 | $31.2M | 0.01% | +129,242+81.8% | Added |
| Charles Schwab Investment Management Inc | 280,156 | $30.4M | 0.00% | +27,887+11.1% | Added |
| Swiss National Bank | 263,100 | $28.6M | 0.02% | +55,900+27.0% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 242,180 | $26.4M | 1.90% | −27,983−10.4% | Reduced |
| Montrusco Bolton Investments Inc. | 238,165 | $25.8M | 0.39% | −60,990−20.4% | Reduced |
| Two Sigma Investments, LP | 231,785 | $25.2M | 0.02% | −176,590−43.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 230,131 | $25.1M | 0.06% | −470,938−67.2% | Reduced |
| TD Waterhouse Canada Inc. | 226,412 | $24.9M | 0.07% | −59,531−20.8% | Reduced |
| Massachusetts Financial Services Co | 155,322 | $23.5M | 0.01% | −37,353−19.4% | Reduced |
| Addenda Capital Inc. | 135,340 | $20.6M | 0.58% | −4,483−3.2% | Reduced |
| Bank of America Corp | 188,258 | $20.5M | 0.00% | +30,080+19.0% | Added |
| Northwest & Ethical Investments L.P. | 178,124 | $19.4M | 0.45% | −11,493−6.1% | Reduced |
| Toronto Dominion Bank | 147,501 | $16.1M | 0.03% | +4,381+3.1% | Added |
| Hill City Capital, LP | 145,000 | $15.8M | 0.56% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 140,556 | $15.3M | 0.01% | +140,556 | New |
| Deutsche Bank AG | 134,524 | $14.6M | 0.00% | +8,372+6.6% | Added |
| Nicholas Investment Partners, LP | 133,620 | $14.5M | 1.05% | +47,631+55.4% | Added |
| Invesco Ltd. | 131,384 | $14.3M | 0.00% | −58,456−30.8% | Reduced |
| Bank of New York Mellon Corp | 115,057 | $12.5M | 0.00% | +49,411+75.3% | Added |
| Nicola Wealth Management Ltd. | 111,600 | $12.1M | 1.46% | −15,000−11.8% | Reduced |
| Bank of Nova Scotia | 110,035 | $12.0M | 0.02% | −2,315−2.1% | Reduced |
| Barclays PLC | 102,844 | $11.2M | 0.00% | +61,422+148.3% | Added |
| Public Sector Pension Investment Board | 99,854 | $10.9M | 0.03% | −19,742−16.5% | Reduced |
| BlackRock, Inc. | 98,644 | $10.7M | 0.00% | +3,460+3.6% | Added |
| Lighthouse Investment Partners, LLC | 95,581 | $10.4M | 0.39% | +95,581 | New |
| Walleye Capital LLC | 84,412 | $9.17M | 0.06% | +84,412 | New |
| Nuveen, LLC | 83,207 | $9.03M | 0.00% | +28,163+51.2% | Added |
| Aviso Financial Inc. | 82,573 | $8.98M | 0.32% | +148+0.2% | Added |
| AYAL Capital Advisors Ltd | 79,900 | $8.68M | 4.44% | +40,950+105.1% | Added |
| Kennedy Capital Management, Inc. | 78,131 | $8.49M | 0.18% | −70−0.1% | Reduced |
| River Road Asset Management, LLC | 77,540 | $8.42M | 0.10% | +77,540 | New |
| Renaissance Technologies LLC | 76,500 | $8.31M | 0.01% | +76,500 | New |
| Intact Investment Management Inc. | 75,600 | $8.23M | 0.23% | +75,600 | New |
| Victory Capital Management Inc | 73,608 | $8.00M | 0.01% | +14,883+25.3% | Added |
| Triasima Portfolio Management inc. | 68,741 | $7.46M | 1.13% | +68,741 | New |
| Amundi | 68,253 | $7.41M | 0.00% | +4,897+7.7% | Added |
| Knightsbridge Asset Management, LLC | 68,170 | $7.41M | 1.00% | +68,170 | New |
| British Columbia Investment Management Corp | 66,021 | $7.19M | 0.04% | +25,043+61.1% | Added |
| Norwood Investment Partners, LP | 64,000 | $6.95M | 10.70% | +32,000+100.0% | Added |
| Hudson Bay Capital Management LP | 59,550 | $6.47M | 0.04% | +38,322+180.5% | Added |
| K.J. Harrison & Partners Inc | 58,295 | $6.33M | 1.04% | +8,000+15.9% | Added |
| Schonfeld Strategic Advisors LLC | 55,684 | $6.05M | 0.05% | −94,201−62.8% | Reduced |
| Purpose Unlimited Inc. | 51,037 | $5.54M | 0.23% | +50,037+5,003.7% | Added |
| Bastion Asset Management Inc. | 49,672 | $5.36M | 1.63% | +49,672 | New |
| Cidel Asset Management Inc | 48,078 | $5.22M | 0.28% | +1,808+3.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 47,562 | $5.17M | 0.01% | −1,440−2.9% | Reduced |
| Aviva PLC | 43,391 | $4.71M | 0.01% | +1,014+2.4% | Added |
| UBS Group AG | 40,841 | $4.44M | 0.00% | −1,220,903−96.8% | Reduced |
| Quantinno Capital Management LP | 40,061 | $4.35M | 0.01% | +9,348+30.4% | Added |
| Balyasny Asset Management LLC | 39,863 | $4.33M | 0.01% | +39,863 | New |
| Great West Life Assurance Co | 40,049 | $4.32M | 0.01% | −547−1.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 39,390 | $4.29M | 0.01% | +39,390 | New |
| Guardian Partners Inc. | 39,300 | $4.28M | 0.36% | +1,340+3.5% | Added |
| Citadel Advisors LLC | 38,005 | $4.13M | 0.00% | −85,208−69.2% | Reduced |
| Millennium Management LLC | 36,710 | $3.99M | 0.00% | +33,799+1,161.1% | Added |
| PCJ Investment Counsel Ltd. | 36,020 | $3.92M | 1.11% | +27,280+312.1% | Added |
| RBF Capital, LLC | 35,500 | $3.86M | 0.19% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 35,101 | $3.81M | 0.05% | +2,601+8.0% | Added |
| State of Wisconsin Investment Board | 34,800 | $3.78M | 0.01% | −2,900−7.7% | Reduced |
| Pictet Asset Management Holding SA | 33,117 | $3.59M | 0.00% | −308−0.9% | Reduced |
| Vestcor Inc | 32,400 | $3.52M | 0.10% | +17,000+110.4% | Added |
| SIG North Trading, ULC | 32,058 | $3.48M | 0.70% | −11,662−26.7% | Reduced |
| Clear Harbor Asset Management, LLC | 31,398 | $3.41M | 0.24% | +1,020+3.4% | Added |
| Andra AP-fonden | 21,016 | $3.18M | 0.04% | +21,016 | New |