Thomson Reuters Corp
TRI- Exchange
- Nasdaq
- Industry
- Miscellaneous Publishing
- SEC CIK
- 0001075124
No open-market purchases or sales by Thomson Reuters Corp insiders were filed in the last 90 days; 424 institutions reported holding it in 13F filings for Q2 2026, worth $33.2B in total; no superinvestor holds it.
Other share classesTMSOF
13F holders, Q2 2023
Institutional positions in Thomson Reuters Corp as of Jun 30, 2023. 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
- 391
- −18 vs. Q1 2023
- Shares held
- 81.0M
- −7.35M (−8.3%) vs. Q1 2023
- Total value
- $11.0B
- −$578.2M (−5.0%) vs. Q1 2023
- New holders
- 48
- 91 more added
- Sold out
- 66
- 234 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRI 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 | 424 | $33.2B |
| Q1 2026 | 472 | $37.1B |
| Q4 2025 | 503 | $54.1B |
| Q3 2025 | 523 | $61.8B |
| Q2 2025 | 536 | $81.2B |
| Q1 2025 | 499 | $15.1B |
| Q4 2024 | 485 | $13.8B |
| Q3 2024 | 481 | $14.5B |
| Q2 2024 | 493 | $14.4B |
| Q1 2024 | 465 | $13.2B |
| Q4 2023 | 439 | $12.9B |
| Q3 2023 | 400 | $11.0B |
| Q2 2023 | 391 | $11.0B |
| Q1 2023 | 409 | $11.6B |
| Q4 2022 | 394 | $10.8B |
| Q3 2022 | 376 | $10.6B |
| Q2 2022 | 387 | $10.9B |
| Q1 2022 | 380 | $10.9B |
| Q4 2021 | 396 | $12.0B |
| Q3 2021 | 385 | $11.9B |
| Q2 2021 | 368 | $11.1B |
| Q1 2021 | 361 | $9.59B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Thomson Reuters Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 0 | $1 | 0.00% | −2−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $405 | 0.00% | +3 | New |
| Hazlett, Burt & Watson, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Rise Advisors, LLC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 12 | $1.62K | 0.00% | −1−7.7% | Reduced |
| Impact Partnership Wealth, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Harbor Investment Advisory, LLC | 14 | $1.95K | 0.00% | −1−6.7% | Reduced |
| Legal & General Group Plc | 17 | $2.21K | 0.00% | −997,721−100.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $2.43K | 0.00% | −9−33.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 18 | $2.43K | 0.00% | −2−10.0% | Reduced |
| Baystate Wealth Management LLC | 18 | $2.48K | 0.00% | −1−5.3% | Reduced |
| Bogart Wealth, LLC | 19 | $2.56K | 0.00% | −1−5.0% | Reduced |
| Versant Capital Management, Inc | 19 | $2.56K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 19 | $2.56K | 0.00% | +9+90.0% | Added |
| Penserra Capital Management LLC | 25 | $3.00K | 0.00% | −1−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $3.24K | 0.00% | −1−4.0% | Reduced |
| Park Place Capital Corp | 24 | $3.25K | 0.00% | −1−4.0% | Reduced |
| Bell Investment Advisors, Inc | 29 | $3.91K | 0.00% | −20−40.8% | Reduced |
| Tradition Wealth Management, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Earnest Partners LLC | 25 | $4.47K | 0.00% | −1−3.8% | Reduced |
| Creative Financial Designs Inc | 40 | $5.40K | 0.00% | −2−4.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 53 | $7.15K | 0.00% | −3−5.4% | Reduced |
| Global Retirement Partners, LLC | 54 | $7.26K | 0.00% | −3−5.3% | Reduced |
| ICA Group Wealth Management, LLC | 58 | $7.83K | 0.00% | −4−6.5% | Reduced |
| Sandy Spring Bank | 62 | $8.32K | 0.00% | +62 | New |
| Laurel Wealth Advisors LLC | 62 | $8.37K | 0.00% | −3−4.6% | Reduced |
| JFS Wealth Advisors, LLC | 72 | $9.72K | 0.00% | −3−4.0% | Reduced |
| Fairfield, Bush & Co. | 72 | $9.72K | 0.00% | +72 | New |
| Exchange Traded Concepts, LLC | 77 | $10.4K | 0.00% | +6+8.5% | Added |
| Global Financial Private Client, LLC | 86 | $11.5K | 0.01% | −4−4.4% | Reduced |
| Pacifica Partners Inc. | 104 | $13.9K | 0.01% | +104 | New |
| Asset Dedication, LLC | 104 | $14.0K | 0.00% | −4−3.7% | Reduced |
| Tyler-Stone Wealth Management | 111 | $15.0K | 0.01% | +111 | New |
| Nemes Rush Group LLC | 121 | $16.4K | 0.00% | +121 | New |
| Stephens Consulting, LLC | 127 | $17.2K | 0.01% | −2−1.6% | Reduced |
| AdvisorNet Financial, Inc | 150 | $20.2K | 0.00% | −27−15.3% | Reduced |
| First Horizon Advisors, Inc. | 150 | $20.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $20.3K | 0.00% | −6−3.8% | Reduced |
| Geneos Wealth Management Inc. | 150 | $20.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 163 | $22.0K | 0.01% | −7−4.1% | Reduced |
| Acadian Asset Management LLC | 192 | $25.0K | 0.00% | +192 | New |
| Brown Shipley& Co Ltd | 192 | $26.0K | 0.01% | −8−4.0% | Reduced |
| Hantz Financial Services, Inc. | 207 | $28.0K | 0.00% | −56−21.3% | Reduced |
| Massmutual Trust Co FSB | 225 | $30.3K | 0.00% | −3−1.3% | Reduced |
| Allworth Financial LP | 229 | $30.9K | 0.00% | −24−9.5% | Reduced |
| Central Trust Co | 262 | $35.4K | 0.00% | −10−3.7% | Reduced |
| Glassman Wealth Services | 310 | $41.8K | 0.01% | −8−2.5% | Reduced |
| JJJ Advisors Inc. | 310 | $41.8K | 0.01% | −14−4.3% | Reduced |
| CGC Financial Services, LLC | 315 | $42.5K | 0.03% | +315 | New |
| Hexagon Capital Partners LLC | 318 | $42.9K | 0.01% | +70+28.2% | Added |
| Ronald Blue Trust, Inc. | 328 | $43.0K | 0.00% | −65−16.5% | Reduced |
| Zions Bancorporation, N.A. | 340 | $45.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 374 | $50.5K | 0.01% | −14−3.6% | Reduced |
| Harbour Investments, Inc. | 380 | $51.3K | 0.00% | −13−3.3% | Reduced |
| Old Second National Bank of Aurora | 393 | $53.1K | 0.02% | −15−3.7% | Reduced |
| Bokf, NA | 436 | $58.8K | 0.00% | −62−12.4% | Reduced |
| Pinebridge Investments, L.P. | 347 | $62.1K | 0.00% | −25−6.7% | Reduced |
| Vestor Capital, LLC | 476 | $64.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 481 | $64.0K | 0.02% | −19−3.8% | Reduced |
| Baldwin Brothers Inc | 475 | $64.1K | 0.01% | −18−3.7% | Reduced |
| HM Payson & Co | 480 | $64.8K | 0.00% | −18−3.6% | Reduced |
| Fifth Third Bancorp | 491 | $66.3K | 0.00% | −5−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 516 | $69.6K | 0.01% | −6−1.1% | Reduced |
| Northwest Investment Counselors, LLC | 528 | $71.2K | 0.02% | +6+1.1% | Added |
| Ridgewood Investments LLC | 588 | $79.4K | 0.05% | −22−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 597 | $80.5K | 0.00% | −69−10.4% | Reduced |
| Hollencrest Capital Management | 598 | $80.7K | 0.01% | −23−3.7% | Reduced |
| Endurance Wealth Management, Inc. | 612 | $83.0K | 0.01% | −23−3.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 620 | $83.7K | 0.00% | +77+14.2% | Added |
| Mirova | 641 | $86.6K | 0.02% | −289−31.1% | Reduced |
| SG Americas Securities, LLC | 645 | $108.0K | 0.00% | +645 | New |
| GHP Investment Advisors, Inc. | 868 | $114.7K | 0.01% | −33−3.7% | Reduced |
| Lindbrook Capital, LLC | 853 | $115.1K | 0.01% | −51−5.6% | Reduced |
| Private Trust Co NA | 913 | $123.2K | 0.02% | +44+5.1% | Added |
| IFP Advisors, Inc | 1,470 | $132.8K | 0.01% | +735+100.0% | Added |
| Addison Advisors LLC | 1,071 | $144.5K | 0.07% | +71+7.1% | Added |
| Nisa Investment Advisors, LLC | 1,096 | $147.9K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,265 | $170.7K | 0.00% | +31+2.5% | Added |
| Hanson & Doremus Investment Management | 1,311 | $177.0K | 0.04% | −51−3.7% | Reduced |
| Proequities, Inc. | 1,354 | $183.6K | 0.01% | −465−25.6% | Reduced |
| Huntington National Bank | 1,365 | $184.2K | 0.00% | −201−12.8% | Reduced |
| Crewe Advisors LLC | 1,381 | $186.4K | 0.03% | −150−9.8% | Reduced |
| Vivaldi Capital Management, LLC | 1,487 | $200.7K | 0.06% | −56−3.6% | Reduced |
| Ground Swell Capital, LLC | 1,496 | $201.9K | 0.49% | +1,496 | New |
| TrinityPoint Wealth, LLC | 1,508 | $203.5K | 0.04% | −56−3.6% | Reduced |
| UniSuper Management Pty Ltd | 1,156 | $206.8K | 0.00% | +1,156 | New |
| Daymark Wealth Partners, LLC | 1,539 | $207.7K | 0.02% | +1,539 | New |
| Empower Advisory Group, LLC | 1,587 | $214.5K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,591 | $214.7K | 0.01% | −85−5.1% | Reduced |
| Portside Wealth Group, LLC | 1,629 | $219.8K | 0.04% | +1,629 | New |
| Advisor OS, LLC | 1,644 | $221.8K | 0.04% | +7+0.4% | Added |
| Lido Advisors, LLC | 1,657 | $223.7K | 0.00% | −420−20.2% | Reduced |
| Raymond James Trust N.A. | 1,668 | $225.0K | 0.01% | −165−9.0% | Reduced |
| Coldstream Capital Management Inc | 1,685 | $227.4K | 0.01% | −75−4.3% | Reduced |
| Advisors Capital Management, LLC | 1,698 | $229.0K | 0.01% | −62−3.5% | Reduced |
| Schechter Investment Advisors, LLC | 1,696 | $229.2K | 0.02% | −163−8.8% | Reduced |
| Woodline Partners LP | 1,739 | $234.7K | 0.00% | +1,739 | New |
| Omnia Family Wealth, LLC | 1,754 | $237.1K | 0.16% | −67−3.7% | Reduced |
| Mercer Global Advisors Inc | 1,762 | $238.0K | 0.00% | −20−1.1% | Reduced |