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, 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.

Institutional holdersQ1 2026: 251 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 heldQ1 2026: $6.20B
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, Q1 2026

Shares, value and share of portfolio for each institution holding TFI International Inc.; share changes are against Q4 2025.

Institutions holding TFII in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC7,001$760.5K0.01%−3,589−33.9%Reduced
Alliancebernstein L.P.7,761$802.1K0.00%−316−3.9%Reduced
O'Shaughnessy Asset Management, LLC7,488$813.4K0.00%−7,013−48.4%Reduced
BCV Asset Management Inc.7,996$832.0K0.03%+7,996New
Toroso Investments, LLC7,660$832.1K0.00%+19+0.2%Added
Korea Investment CORP8,237$893.7K0.00%−9,590−53.8%Reduced
Utah Retirement Systems8,748$949.2K0.01%00.0%Unchanged
Acadian Asset Management LLC8,798$952.0K0.00%+8,198+1,366.3%Added
Gotham Asset Management, LLC8,907$967.6K0.00%−10,527−54.2%Reduced
Cumberland Partners Ltd9,710$1.05M0.08%+9,710New
Pathstone Holdings, LLC9,845$1.07M0.00%+112+1.2%Added
SEB Asset Management AB10,774$1.17M0.00%+10,774New
Investment Management Corp of Ontario10,957$1.19M0.02%+1,500+15.9%Added
DekaBank Deutsche Girozentrale11,256$1.20M0.00%00.0%Unchanged
LPL Financial LLC11,398$1.24M0.00%+4,531+66.0%Added
Verition Fund Management LLC11,492$1.25M0.01%+11,492New
Raymond James Financial Inc12,081$1.31M0.00%+12,081New
Claret Asset Management Corp12,461$1.36M0.16%+132+1.1%Added
D. E. Shaw & Co., Inc.12,600$1.37M0.00%−14,400−53.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.12,800$1.39M0.00%−516−3.9%Reduced
Public Employees Retirement System of Ohio12,980$1.41M0.00%+1,077+9.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital13,569$1.48M0.02%+13,569New
New York State Common Retirement Fund14,371$1.56M0.00%+6,801+89.8%Added
Neuberger Berman Group LLC15,441$1.62M0.00%+2,121+15.9%Added
PensionDanmark Pensionsforsikringsaktieselskab15,110$1.64M0.02%−850−5.3%Reduced
Envestnet Asset Management Inc16,309$1.77M0.00%+5,152+46.2%Added
Creative Planning17,732$1.93M0.00%+2,157+13.8%Added
Value Partners Investments Inc.17,790$1.93M0.15%+835+4.9%Added
Vestmark Advisory Solutions, Inc.18,168$1.97M0.02%−28−0.2%Reduced
Magnetar Financial LLC18,276$1.99M0.02%+2,634+16.8%Added
Avanza Fonder AB13,389$2.03M0.06%+4,889+57.5%Added
Lansforsakringar Fondforvaltning AB (publ)18,726$2.03M0.01%+328+1.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)18,913$2.05M0.00%+402+2.2%Added
Bank of Nova Scotia Trust Co19,620$2.13M0.18%−603−3.0%Reduced
XTX Topco Ltd20,188$2.19M0.04%+20,188New
Alberta Investment Management Corp20,710$2.25M0.01%+20,710New
Guardian Capital LP21,446$2.33M0.06%−14,300−40.0%Reduced
Roundview Capital LLC21,591$2.35M0.15%+307+1.4%Added
Capital World Investors22,075$2.40M0.00%−15−0.1%Reduced
Sit Investment Associates Inc22,135$2.40M0.05%−4,915−18.2%Reduced
Franklin Resources Inc22,856$2.49M0.00%+2,244+10.9%Added
Legato Capital Management LLC24,236$2.63M0.24%+8,130+50.5%Added
Bessemer Group Inc25,124$2.73M0.00%00.0%Unchanged
PEAK6 LLC25,324$2.75M0.08%+25,324New
Citigroup Inc25,383$2.75M0.00%−8,348−24.7%Reduced
Price T Rowe Associates Inc25,811$2.80M0.00%+2,827+12.3%Added
Russell Investments Group, Ltd.25,863$2.80M0.00%+9,071+54.0%Added
USS Investment Management Ltd26,114$2.83M0.01%+1,304+5.3%Added
American Century Companies Inc27,286$2.97M0.00%+1,939+7.6%Added
Aquatic Capital Management LLC27,860$3.03M0.09%+18,587+200.4%Added
APG Asset Management N.V.33,190$3.13M0.01%−2,313−6.5%Reduced
Andra AP-fonden21,016$3.18M0.04%+21,016New
Clear Harbor Asset Management, LLC31,398$3.41M0.24%+1,020+3.4%Added
SIG North Trading, ULC32,058$3.48M0.70%−11,662−26.7%Reduced
Vestcor Inc32,400$3.52M0.10%+17,000+110.4%Added
Pictet Asset Management Holding SA33,117$3.59M0.00%−308−0.9%Reduced
State of Wisconsin Investment Board34,800$3.78M0.01%−2,900−7.7%Reduced
Manning & Napier Advisors LLC35,101$3.81M0.05%+2,601+8.0%Added
RBF Capital, LLC35,500$3.86M0.19%00.0%Unchanged
PCJ Investment Counsel Ltd.36,020$3.92M1.11%+27,280+312.1%Added
Millennium Management LLC36,710$3.99M0.00%+33,799+1,161.1%Added
Citadel Advisors LLC38,005$4.13M0.00%−85,208−69.2%Reduced
Guardian Partners Inc.39,300$4.28M0.36%+1,340+3.5%Added
Vanguard Investments Australia, Ltd.39,390$4.29M0.01%+39,390New
Great West Life Assurance Co40,049$4.32M0.01%−547−1.3%Reduced
Balyasny Asset Management LLC39,863$4.33M0.01%+39,863New
Quantinno Capital Management LP40,061$4.35M0.01%+9,348+30.4%Added
UBS Group AG40,841$4.44M0.00%−1,220,903−96.8%Reduced
Aviva PLC43,391$4.71M0.01%+1,014+2.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC47,562$5.17M0.01%−1,440−2.9%Reduced
Cidel Asset Management Inc48,078$5.22M0.28%+1,808+3.9%Added
Bastion Asset Management Inc.49,672$5.36M1.63%+49,672New
Purpose Unlimited Inc.51,037$5.54M0.23%+50,037+5,003.7%Added
Schonfeld Strategic Advisors LLC55,684$6.05M0.05%−94,201−62.8%Reduced
K.J. Harrison & Partners Inc58,295$6.33M1.04%+8,000+15.9%Added
Hudson Bay Capital Management LP59,550$6.47M0.04%+38,322+180.5%Added
Norwood Investment Partners, LP64,000$6.95M10.70%+32,000+100.0%Added
British Columbia Investment Management Corp66,021$7.19M0.04%+25,043+61.1%Added
Knightsbridge Asset Management, LLC68,170$7.41M1.00%+68,170New
Amundi68,253$7.41M0.00%+4,897+7.7%Added
Triasima Portfolio Management inc.68,741$7.46M1.13%+68,741New
Victory Capital Management Inc73,608$8.00M0.01%+14,883+25.3%Added
Intact Investment Management Inc.75,600$8.23M0.23%+75,600New
Renaissance Technologies LLC76,500$8.31M0.01%+76,500New
River Road Asset Management, LLC77,540$8.42M0.10%+77,540New
Kennedy Capital Management, Inc.78,131$8.49M0.18%−70−0.1%Reduced
AYAL Capital Advisors Ltd79,900$8.68M4.44%+40,950+105.1%Added
Aviso Financial Inc.82,573$8.98M0.32%+148+0.2%Added
Nuveen, LLC83,207$9.03M0.00%+28,163+51.2%Added
Walleye Capital LLC84,412$9.17M0.06%+84,412New
Lighthouse Investment Partners, LLC95,581$10.4M0.39%+95,581New
BlackRock, Inc.98,644$10.7M0.00%+3,460+3.6%Added
Public Sector Pension Investment Board99,854$10.9M0.03%−19,742−16.5%Reduced
Barclays PLC102,844$11.2M0.00%+61,422+148.3%Added
Bank of Nova Scotia110,035$12.0M0.02%−2,315−2.1%Reduced
Nicola Wealth Management Ltd.111,600$12.1M1.46%−15,000−11.8%Reduced
Bank of New York Mellon Corp115,057$12.5M0.00%+49,411+75.3%Added
Invesco Ltd.131,384$14.3M0.00%−58,456−30.8%Reduced
Nicholas Investment Partners, LP133,620$14.5M1.05%+47,631+55.4%Added
Deutsche Bank AG134,524$14.6M0.00%+8,372+6.6%Added