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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 1,591 | $214.7K | 0.01% | −85−5.1% | Reduced |
| Empower Advisory Group, LLC | 1,587 | $214.5K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,539 | $207.7K | 0.02% | +1,539 | New |
| UniSuper Management Pty Ltd | 1,156 | $206.8K | 0.00% | +1,156 | New |
| TrinityPoint Wealth, LLC | 1,508 | $203.5K | 0.04% | −56−3.6% | Reduced |
| Ground Swell Capital, LLC | 1,496 | $201.9K | 0.49% | +1,496 | New |
| Vivaldi Capital Management, LLC | 1,487 | $200.7K | 0.06% | −56−3.6% | Reduced |
| Crewe Advisors LLC | 1,381 | $186.4K | 0.03% | −150−9.8% | Reduced |
| Huntington National Bank | 1,365 | $184.2K | 0.00% | −201−12.8% | Reduced |
| Proequities, Inc. | 1,354 | $183.6K | 0.01% | −465−25.6% | Reduced |
| Hanson & Doremus Investment Management | 1,311 | $177.0K | 0.04% | −51−3.7% | Reduced |
| Pacer Advisors, Inc. | 1,265 | $170.7K | 0.00% | +31+2.5% | Added |
| Nisa Investment Advisors, LLC | 1,096 | $147.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,071 | $144.5K | 0.07% | +71+7.1% | Added |
| IFP Advisors, Inc | 1,470 | $132.8K | 0.01% | +735+100.0% | Added |
| Private Trust Co NA | 913 | $123.2K | 0.02% | +44+5.1% | Added |
| Lindbrook Capital, LLC | 853 | $115.1K | 0.01% | −51−5.6% | Reduced |
| GHP Investment Advisors, Inc. | 868 | $114.7K | 0.01% | −33−3.7% | Reduced |
| SG Americas Securities, LLC | 645 | $108.0K | 0.00% | +645 | New |
| Mirova | 641 | $86.6K | 0.02% | −289−31.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 620 | $83.7K | 0.00% | +77+14.2% | Added |
| Endurance Wealth Management, Inc. | 612 | $83.0K | 0.01% | −23−3.6% | Reduced |
| Hollencrest Capital Management | 598 | $80.7K | 0.01% | −23−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 597 | $80.5K | 0.00% | −69−10.4% | Reduced |
| Ridgewood Investments LLC | 588 | $79.4K | 0.05% | −22−3.6% | Reduced |
| Northwest Investment Counselors, LLC | 528 | $71.2K | 0.02% | +6+1.1% | Added |
| SRS Capital Advisors, Inc. | 516 | $69.6K | 0.01% | −6−1.1% | Reduced |
| Fifth Third Bancorp | 491 | $66.3K | 0.00% | −5−1.0% | Reduced |
| HM Payson & Co | 480 | $64.8K | 0.00% | −18−3.6% | Reduced |
| Baldwin Brothers Inc | 475 | $64.1K | 0.01% | −18−3.7% | Reduced |
| Colonial Trust Co | 481 | $64.0K | 0.02% | −19−3.8% | Reduced |
| Vestor Capital, LLC | 476 | $64.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 347 | $62.1K | 0.00% | −25−6.7% | Reduced |
| Bokf, NA | 436 | $58.8K | 0.00% | −62−12.4% | Reduced |
| Old Second National Bank of Aurora | 393 | $53.1K | 0.02% | −15−3.7% | Reduced |
| Harbour Investments, Inc. | 380 | $51.3K | 0.00% | −13−3.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 374 | $50.5K | 0.01% | −14−3.6% | Reduced |
| Zions Bancorporation, N.A. | 340 | $45.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 328 | $43.0K | 0.00% | −65−16.5% | Reduced |
| Hexagon Capital Partners LLC | 318 | $42.9K | 0.01% | +70+28.2% | Added |
| CGC Financial Services, LLC | 315 | $42.5K | 0.03% | +315 | New |
| JJJ Advisors Inc. | 310 | $41.8K | 0.01% | −14−4.3% | Reduced |
| Glassman Wealth Services | 310 | $41.8K | 0.01% | −8−2.5% | Reduced |
| Central Trust Co | 262 | $35.4K | 0.00% | −10−3.7% | Reduced |
| Allworth Financial LP | 229 | $30.9K | 0.00% | −24−9.5% | Reduced |
| Massmutual Trust Co FSB | 225 | $30.3K | 0.00% | −3−1.3% | Reduced |
| Hantz Financial Services, Inc. | 207 | $28.0K | 0.00% | −56−21.3% | Reduced |
| Brown Shipley& Co Ltd | 192 | $26.0K | 0.01% | −8−4.0% | Reduced |
| Acadian Asset Management LLC | 192 | $25.0K | 0.00% | +192 | New |
| Annapolis Financial Services, LLC | 163 | $22.0K | 0.01% | −7−4.1% | Reduced |
| Geneos Wealth Management Inc. | 150 | $20.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $20.3K | 0.00% | −6−3.8% | 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 |
| Stephens Consulting, LLC | 127 | $17.2K | 0.01% | −2−1.6% | Reduced |
| Nemes Rush Group LLC | 121 | $16.4K | 0.00% | +121 | New |
| Tyler-Stone Wealth Management | 111 | $15.0K | 0.01% | +111 | New |
| Asset Dedication, LLC | 104 | $14.0K | 0.00% | −4−3.7% | Reduced |
| Pacifica Partners Inc. | 104 | $13.9K | 0.01% | +104 | New |
| Global Financial Private Client, LLC | 86 | $11.5K | 0.01% | −4−4.4% | Reduced |
| Exchange Traded Concepts, LLC | 77 | $10.4K | 0.00% | +6+8.5% | Added |
| JFS Wealth Advisors, LLC | 72 | $9.72K | 0.00% | −3−4.0% | Reduced |
| Fairfield, Bush & Co. | 72 | $9.72K | 0.00% | +72 | New |
| Laurel Wealth Advisors LLC | 62 | $8.37K | 0.00% | −3−4.6% | Reduced |
| Sandy Spring Bank | 62 | $8.32K | 0.00% | +62 | New |
| ICA Group Wealth Management, LLC | 58 | $7.83K | 0.00% | −4−6.5% | Reduced |
| Global Retirement Partners, LLC | 54 | $7.26K | 0.00% | −3−5.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 53 | $7.15K | 0.00% | −3−5.4% | Reduced |
| Creative Financial Designs Inc | 40 | $5.40K | 0.00% | −2−4.8% | Reduced |
| Earnest Partners LLC | 25 | $4.47K | 0.00% | −1−3.8% | Reduced |
| Tradition Wealth Management, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $3.91K | 0.00% | −20−40.8% | Reduced |
| Park Place Capital Corp | 24 | $3.25K | 0.00% | −1−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $3.24K | 0.00% | −1−4.0% | Reduced |
| Penserra Capital Management LLC | 25 | $3.00K | 0.00% | −1−3.8% | 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 |
| Baystate Wealth Management LLC | 18 | $2.48K | 0.00% | −1−5.3% | 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 |
| Legal & General Group Plc | 17 | $2.21K | 0.00% | −997,721−100.0% | Reduced |
| Harbor Investment Advisory, LLC | 14 | $1.95K | 0.00% | −1−6.7% | Reduced |
| Impact Partnership Wealth, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 12 | $1.62K | 0.00% | −1−7.7% | Reduced |
| Farther Finance Advisors, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $405 | 0.00% | +3 | New |
| True Wealth Design, LLC | 0 | $1 | 0.00% | −2−100.0% | Reduced |
| Quilter Plc | 6,571 | – | – | −3,671−35.8% | Reduced |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,605,956−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −318,484−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −268,335−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −236,984−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −165,330−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −83,877−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −72,034−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |