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, Q3 2023
Institutional positions in Thomson Reuters Corp as of Sep 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
- 400
- +12 vs. Q2 2023
- Shares held
- 89.4M
- +8.49M (+10.5%) vs. Q2 2023
- Total value
- $11.0B
- +$45.9M (+0.4%) vs. Q2 2023
- New holders
- 52
- 122 more added
- Sold out
- 40
- 160 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Thomson Reuters Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1 | $113 | 0.00% | −8−88.9% | Reduced |
| Park Place Capital Corp | 1 | $122 | 0.00% | −23−95.8% | Reduced |
| True Wealth Design, LLC | 1 | $123 | 0.00% | +1 | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $367 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $978 | 0.00% | +8 | New |
| Anchor Investment Management, LLC | 12 | $1.47K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 14 | $1.71K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 17 | $2.08K | 0.00% | +17 | New |
| Cullen/Frost Bankers, Inc. | 18 | $2.20K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $2.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $2.32K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 20 | $2.45K | 0.00% | +1+5.3% | Added |
| Motco | 20 | $2.45K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 24 | $2.94K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.42K | 0.00% | −1−3.4% | Reduced |
| Penserra Capital Management LLC | 36 | $4.00K | 0.00% | +11+44.0% | Added |
| Earnest Partners LLC | 25 | $4.15K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $5.26K | 0.00% | +24+126.3% | Added |
| Cary Street Partner Investment Advisory LLC | 53 | $6.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 54 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 54 | $6.60K | 0.00% | −3,424−98.4% | Reduced |
| Group One Trading, L.P. | 56 | $6.85K | 0.00% | +56 | New |
| Laurel Wealth Advisors LLC | 62 | $7.58K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 69 | $8.44K | 0.00% | −8−10.4% | Reduced |
| JFS Wealth Advisors, LLC | 72 | $8.81K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 86 | $10.5K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 86 | $10.5K | 0.00% | +86 | New |
| Arrow Financial Corp | 86 | $10.5K | 0.00% | +86 | New |
| Pacifica Partners Inc. | 92 | $11.4K | 0.01% | −12−11.5% | Reduced |
| Asset Dedication, LLC | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $13.8K | 0.00% | −1,242−91.7% | Reduced |
| Nemes Rush Group LLC | 114 | $13.9K | 0.00% | −7−5.8% | Reduced |
| Tyler-Stone Wealth Management | 111 | $14.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 119 | $14.6K | 0.00% | +119 | New |
| Stephens Consulting, LLC | 127 | $15.5K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 128 | $15.7K | 0.00% | −13,073−99.0% | Reduced |
| First Horizon Advisors, Inc. | 150 | $18.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $18.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 160 | $19.6K | 0.00% | +10+6.7% | Added |
| Annapolis Financial Services, LLC | 163 | $19.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 164 | $20.0K | 0.00% | −43−20.8% | Reduced |
| Barometer Capital Management Inc. | 126 | $20.9K | 0.01% | −94,442−99.9% | Reduced |
| Brown Shipley& Co Ltd | 192 | $23.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 216 | $26.4K | 0.00% | −13−5.7% | Reduced |
| Trust Co of Vermont | 214 | $27.0K | 0.00% | +214 | New |
| FinTrust Capital Advisors, LLC | 226 | $27.6K | 0.01% | +226 | New |
| Central Trust Co | 262 | $32.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 263 | $32.2K | 0.00% | +38+16.9% | Added |
| Operose Advisors LLC | 299 | $36.6K | 0.01% | +299 | New |
| Fifth Third Bancorp | 304 | $37.2K | 0.00% | −187−38.1% | Reduced |
| JJJ Advisors Inc. | 310 | $37.9K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 315 | $38.5K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 332 | $40.6K | 0.00% | −8−2.4% | Reduced |
| Glassman Wealth Services | 339 | $41.5K | 0.01% | +29+9.4% | Added |
| Ronald Blue Trust, Inc. | 328 | $44.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 393 | $48.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 412 | $50.4K | 0.00% | +32+8.4% | Added |
| Jones Financial Companies LLLP | 416 | $50.9K | 0.00% | +416 | New |
| Hexagon Capital Partners LLC | 438 | $53.6K | 0.01% | +120+37.7% | Added |
| Baldwin Brothers Inc | 474 | $58.2K | 0.01% | −1−0.2% | Reduced |
| HM Payson & Co | 480 | $58.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 512 | $61.4K | 0.00% | +76+17.4% | Added |
| Northwest Investment Counselors, LLC | 503 | $61.5K | 0.02% | −25−4.7% | Reduced |
| Colonial Trust Co | 481 | $61.8K | 0.02% | 00.0% | Unchanged |
| Mirova | 509 | $62.6K | 0.01% | −132−20.6% | Reduced |
| SRS Capital Advisors, Inc. | 531 | $65.0K | 0.01% | +15+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 569 | $69.6K | 0.00% | −28−4.7% | Reduced |
| Hollencrest Capital Management | 598 | $73.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 620 | $75.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 717 | $87.7K | 0.00% | −753−51.2% | Reduced |
| Lindbrook Capital, LLC | 853 | $104.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 868 | $106.2K | 0.01% | −45−4.9% | Reduced |
| GHP Investment Advisors, Inc. | 868 | $109.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,096 | $134.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,127 | $137.9K | 0.06% | +56+5.2% | Added |
| Huntington National Bank | 1,254 | $153.4K | 0.00% | −111−8.1% | Reduced |
| Hanson & Doremus Investment Management | 1,265 | $155.0K | 0.03% | −46−3.5% | Reduced |
| Pacer Advisors, Inc. | 1,336 | $163.4K | 0.00% | +71+5.6% | Added |
| Farther Finance Advisors, LLC | 1,562 | $191.1K | 0.03% | +1,553+17,255.6% | Added |
| UniSuper Management Pty Ltd | 1,156 | $192.1K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,655 | $203.3K | 0.02% | −41−2.4% | Reduced |
| American Trust | 1,666 | $203.8K | 0.02% | −290−14.8% | Reduced |
| Coldstream Capital Management Inc | 1,685 | $206.1K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,698 | $208.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,708 | $208.9K | 0.01% | +1,708 | New |
| Gulf International Bank (UK) Ltd | 1,711 | $209.0K | 0.01% | −298−14.8% | Reduced |
| Gotham Asset Management, LLC | 1,725 | $211.0K | 0.00% | +1,725 | New |
| Advisor OS, LLC | 1,730 | $211.6K | 0.03% | +86+5.2% | Added |
| First Affirmative Financial Network | 1,732 | $211.8K | 0.21% | −65−3.6% | Reduced |
| Icon Wealth Partners, LLC | 1,752 | $214.3K | 0.02% | −65−3.6% | Reduced |
| Omnia Family Wealth, LLC | 1,754 | $215.6K | 0.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,756 | $217.0K | 0.04% | +127+7.8% | Added |
| Ashton Thomas Private Wealth, LLC | 1,771 | $217.4K | 0.02% | −25−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 1,713 | $218.8K | 0.01% | +1,713 | New |
| Great Waters Wealth Management | 1,840 | $230.1K | 0.05% | +5+0.3% | Added |
| Aspire Capital Advisors LLC | 1,924 | $235.3K | 0.11% | +1,924 | New |
| Thrivent Financial for Lutherans | 1,911 | $236.0K | 0.00% | +22+1.2% | Added |
| Blair William & Co | 1,937 | $236.9K | 0.00% | −133−6.4% | Reduced |