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, Q2 2026

Institutional positions in TFI International Inc. as of Jun 30, 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
294
+45 vs. Q1 2026
Shares held
57.7M
+4.42M (+8.3%) vs. Q1 2026
Total value
$8.38B
+$2.57B (+44.4%) vs. Q1 2026
New holders
65
109 more added
Sold out
20
91 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 294 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 heldQ2 2026: $8.38B
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, Q2 2026

Shares, value and share of portfolio for each institution holding TFI International Inc.; share changes are against Q1 2026.

Institutions holding TFII in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SEI Investments Co49,757$7.14M0.01%+49,757New
Lazard Asset Management LLC49,876$7.17M0.01%+49,876New
Purpose Unlimited Inc.53,600$7.73M0.30%+2,563+5.0%Added
Clearbridge Investments, LLC55,529$7.97M0.01%−575,103−91.2%Reduced
K.J. Harrison & Partners Inc55,920$8.03M1.14%−2,375−4.1%Reduced
American Century Companies Inc57,265$8.24M0.00%+29,979+109.9%Added
Norwood Investment Partners, LP57,705$8.28M11.44%−6,295−9.8%Reduced
Turas Capital Management LP59,300$8.51M3.91%−335,072−85.0%Reduced
Korea Investment CORP60,337$8.68M0.02%+52,100+632.5%Added
Point72 Asset Management, L.P.61,426$8.82M0.01%+61,426New
Acadian Asset Management LLC62,572$8.99M0.01%+53,774+611.2%Added
SIG North Trading, ULC65,082$9.34M1.71%+33,024+103.0%Added
Victory Capital Management Inc65,174$9.36M0.01%−8,434−11.5%Reduced
Kennedy Capital Management, Inc.66,883$9.60M0.17%−11,248−14.4%Reduced
Knightsbridge Asset Management, LLC68,399$9.82M1.29%+229+0.3%Added
Polar Capital Holdings Plc77,840$9.99M0.03%+77,840New
4D Advisors, LLC70,000$10.0M3.86%+70,000New
Amundi70,051$10.1M0.00%+1,798+2.6%Added
Triasima Portfolio Management inc.72,751$10.5M1.41%+4,010+5.8%Added
Aviso Financial Inc.76,461$11.0M0.38%−6,112−7.4%Reduced
River Road Asset Management, LLC81,655$11.7M0.13%+4,115+5.3%Added
Nuveen, LLC85,470$12.3M0.00%+2,263+2.7%Added
Invesco Ltd.94,788$13.6M0.00%−36,596−27.9%Reduced
Intact Investment Management Inc.94,600$13.6M0.39%+19,000+25.1%Added
British Columbia Investment Management Corp95,199$13.7M0.09%+29,178+44.2%Added
Bank of Nova Scotia95,544$13.8M0.02%−14,491−13.2%Reduced
Renaissance Technologies LLC97,200$14.0M0.02%+20,700+27.1%Added
BlackRock, Inc.99,888$14.3M0.00%+1,244+1.3%Added
Waratah Capital Advisors Ltd.103,433$14.8M1.14%+103,433New
Bank of New York Mellon Corp123,847$17.8M0.00%+8,790+7.6%Added
Northwest & Ethical Investments L.P.135,706$19.5M0.45%−42,418−23.8%Reduced
Baird Financial Group, Inc.141,124$20.3M0.03%+141,124New
Nicholas Investment Partners, LP141,226$20.3M1.14%+7,606+5.7%Added
Hill City Capital, LP145,000$20.8M0.49%00.0%Unchanged
Deutsche Bank AG149,744$21.5M0.01%+15,220+11.3%Added
Barclays PLC151,874$21.8M0.01%+49,030+47.7%Added
Vanguard Asset Management, Ltd155,634$22.4M0.02%+15,078+10.7%Added
Jane Street Group, LLC161,894$23.3M0.01%+157,648+3,712.9%Added
Millennium Management LLC167,577$24.1M0.02%+130,867+356.5%Added
Addenda Capital Inc.118,534$24.3M0.66%−16,806−12.4%Reduced
Turtle Creek Asset Management Inc.181,390$26.0M1.02%−901,552−83.3%Reduced
Picton Mahoney Asset Management182,513$26.2M0.24%+182,513New
Massachusetts Financial Services Co129,282$26.4M0.01%−26,040−16.8%Reduced
Scheer, Rowlett & Associates Investment Management Ltd.208,421$30.0M2.15%−33,759−13.9%Reduced
Montrusco Bolton Investments Inc.211,254$30.4M0.47%−26,911−11.3%Reduced
Two Sigma Investments, LP224,985$32.3M0.02%−6,800−2.9%Reduced
Hood River Capital Management LLC230,762$33.1M0.24%+230,762New
Scotia Capital Inc.238,984$34.1M0.13%−110,803−31.7%Reduced
TD Waterhouse Canada Inc.250,009$34.2M0.09%+23,597+10.4%Added
D. E. Shaw & Co., Inc.238,717$34.3M0.02%+226,117+1,794.6%Added
Qube Research & Technologies Ltd243,852$35.0M0.04%+243,852New
Swiss National Bank252,300$36.2M0.02%−10,800−4.1%Reduced
CDAM (UK) Ltd254,560$36.5M9.43%−139,999−35.5%Reduced
BCV Asset Management Inc.266,364$38.5M1.16%+258,368+3,231.2%Added
Schonfeld Strategic Advisors LLC268,733$38.6M0.20%+213,049+382.6%Added
Charles Schwab Investment Management Inc288,501$41.5M0.01%+8,345+3.0%Added
Bank of America Corp302,122$43.4M0.00%+113,864+60.5%Added
Hauser Brothers GmbH316,400$45.4M54.71%−10,500−3.2%Reduced
QV Investors Inc.316,026$45.5M3.50%−85,269−21.2%Reduced
Toronto Dominion Bank326,261$46.9M0.08%+178,760+121.2%Added
Vanguard Global Advisers, LLC330,135$47.5M0.02%+15,949+5.1%Added
JPMorgan Chase & Co350,443$50.6M0.00%+10,630+3.1%Added
Citadel Advisors LLC373,916$53.7M0.03%+335,911+883.9%Added
Bessemer Group Inc379,646$54.6M0.08%+354,522+1,411.1%Added
Baskin Financial Services Inc.397,076$57.1M4.49%−24,127−5.7%Reduced
Dimensional Fund Advisors LP400,412$57.5M0.01%+113,091+39.4%Added
Legal & General Group Plc419,869$60.4M0.01%−33,504−7.4%Reduced
Canada Pension Plan Investment Board426,489$61.3M0.03%−31,264−6.8%Reduced
TD Asset Management Inc547,892$78.8M0.07%+11,668+2.2%Added
AQR Capital Management LLC570,537$81.7M0.03%+4,887+0.9%Added
Baillie Gifford & Co572,278$82.3M0.07%−324,030−36.2%Reduced
Goldman Sachs Group Inc610,471$87.6M0.01%+219,682+56.2%Added
CIBC World Markets Inc.643,158$92.5M0.16%+12,962+2.1%Added
CIBC Asset Management Inc648,769$93.6M0.21%+213,757+49.1%Added
Vanguard Fiduciary Trust Co682,988$98.3M0.02%−2,118−0.3%Reduced
Morgan Stanley704,922$101.2M0.01%+184,291+35.4%Added
Geode Capital Management, LLC814,760$116.8M0.01%+84,243+11.5%Added
Dixon Mitchell Investment Counsel Inc.833,692$120.0M3.90%−50,833−5.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.950,314$136.7M0.26%+720,183+312.9%Added
Norges Bank1,042,239$149.9M0.01%+1,042,239New
National Bank of Canada1,110,175$158.3M0.14%−299,013−21.2%Reduced
Bank of Montreal1,276,521$183.6M0.07%+86,812+7.3%Added
Arrowstreet Capital, Limited Partnership1,313,926$188.9M0.08%+864,799+192.6%Added
Manufacturers Life Insurance Company, The1,317,515$189.3M0.15%−723,007−35.4%Reduced
Maple Rock Capital Partners Inc.1,418,409$203.6M3.99%+56,578+4.2%Added
Mackenzie Financial Corp1,149,794$234.7M0.23%+581,958+102.5%Added
Federation des caisses Desjardins du Quebec1,845,849$262.5M0.80%−364,751−16.5%Reduced
1832 Asset Management L.P.2,197,429$315.5M0.39%−1,783,074−44.8%Reduced
Vanguard Capital Management LLC2,259,113$325.2M0.01%−10,731−0.5%Reduced
Royal Bank of Canada3,456,271$496.2M0.08%+383,580+12.5%Added
FMR LLC3,538,405$509.3M0.02%−113,816−3.1%Reduced
Jupiter Topco LLC3,588,905$515.3M0.21%+3,588,905New
FIL Ltd4,579,712$659.2M0.47%−202,832−4.2%Reduced
Caisse de Depot Et Placement du Quebec6,331,000$911.0M1.30%−825,534−11.5%Reduced
Walleye Capital LLC0$00.00%−84,412−100.0%Sold out
AYAL Capital Advisors Ltd0$00.00%−79,900−100.0%Sold out
Bastion Asset Management Inc.0$00.00%−49,672−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−39,863−100.0%Sold out
PEAK6 LLC0$00.00%−25,324−100.0%Sold out
Numerai GP LLC0$00.00%−6,976−100.0%Sold out