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, Q4 2023
Institutional positions in Thomson Reuters Corp as of Dec 31, 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
- 439
- +44 vs. Q3 2023
- Shares held
- 87.9M
- −1.46M (−1.6%) vs. Q3 2023
- Total value
- $12.9B
- +$1.87B (+17.0%) vs. Q3 2023
- New holders
- 78
- 132 more added
- Sold out
- 34
- 160 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Thomson Reuters Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 1,456 | $212.0K | 0.01% | −255−14.9% | Reduced |
| Capital Investment Advisors, LLC | 1,485 | $217.1K | 0.01% | −223−13.1% | Reduced |
| Ieq Capital, LLC | 1,487 | $217.4K | 0.00% | +1,487 | New |
| UniSuper Management Pty Ltd | 1,156 | $224.0K | 0.00% | 00.0% | Unchanged |
| American Trust | 1,535 | $224.4K | 0.02% | −131−7.9% | Reduced |
| Level Four Advisory Services, LLC | 1,555 | $227.3K | 0.01% | +1,555 | New |
| Vivaldi Capital Management, LLC | 1,500 | $228.7K | 0.07% | +1,500 | New |
| Retirement Investment Advisors, Inc. | 1,573 | $230.0K | 0.03% | −1,573−50.0% | Reduced |
| Sivia Capital Partners, LLC | 1,573 | $230.0K | 0.18% | +1,573 | New |
| First Affirmative Financial Network | 1,575 | $230.3K | 0.18% | −157−9.1% | Reduced |
| Daymark Wealth Partners, LLC | 1,579 | $230.9K | 0.01% | +1,579 | New |
| Grunden Financial Advisory, Inc. | 1,582 | $231.3K | 0.13% | +1,582 | New |
| Schechter Investment Advisors, LLC | 1,630 | $239.3K | 0.02% | −25−1.5% | Reduced |
| Capital Asset Advisory Services LLC | 1,664 | $243.3K | 0.02% | −49−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 1,668 | $243.9K | 0.00% | +1,668 | New |
| Icon Wealth Advisors, LLC | 1,700 | $248.6K | 0.03% | +1,700 | New |
| Portside Wealth Group, LLC | 1,727 | $252.5K | 0.05% | −29−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 1,751 | $255.9K | 0.01% | +1,751 | New |
| Omnia Family Wealth, LLC | 1,754 | $257.7K | 0.13% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,764 | $257.9K | 0.09% | −699−28.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,759 | $258.2K | 0.02% | −12−0.7% | Reduced |
| Wolverine Trading, LLC | 1,857 | $271.5K | 0.00% | +1,857 | New |
| Baker Tilly Wealth Management, LLC | 1,882 | $275.2K | 0.05% | −77−3.9% | Reduced |
| Thrivent Financial for Lutherans | 1,918 | $280.0K | 0.00% | +7+0.4% | Added |
| Walleye Trading LLC | 1,932 | $282.5K | 0.00% | −5,574−74.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,939 | $284.0K | 0.11% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,954 | $285.7K | 0.05% | −3,856−66.4% | Reduced |
| Savant Capital, LLC | 1,955 | $285.9K | 0.00% | −21−1.1% | Reduced |
| Wealth Alliance | 1,956 | $286.1K | 0.04% | −21−1.1% | Reduced |
| 180 Wealth Advisors, LLC | 2,000 | $288.0K | 0.06% | −55−2.7% | Reduced |
| Advisor OS, LLC | 1,971 | $288.2K | 0.04% | +241+13.9% | Added |
| Covenant Partners, LLC | 1,991 | $291.1K | 0.09% | −1,432−41.8% | Reduced |
| Blair William & Co | 2,004 | $293.0K | 0.00% | +67+3.5% | Added |
| Horan Capital Advisors, LLC. | 2,011 | $294.0K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 2,015 | $294.6K | 0.01% | +2,015 | New |
| Bridges Investment Management Inc | 2,066 | $302.1K | 0.01% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 1,575 | $305.2K | 0.11% | 00.0% | Unchanged |
| Stephens Inc | 2,105 | $307.8K | 0.01% | +12+0.6% | Added |
| Advisors Capital Management, LLC | 2,116 | $309.0K | 0.01% | +418+24.6% | Added |
| K.J. Harrison & Partners Inc | 2,115 | $309.8K | 0.05% | −20,000−90.4% | Reduced |
| ExodusPoint Capital Management, LP | 2,118 | $310.0K | 0.00% | +2,118 | New |
| PDS Planning, Inc | 2,133 | $311.9K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,136 | $312.3K | 0.08% | −2,136−50.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,129 | $313.0K | 0.01% | +2,129 | New |
| Financial Counselors Inc | 2,207 | $322.7K | 0.01% | +145+7.0% | Added |
| Mercer Global Advisors Inc | 2,224 | $325.0K | 0.00% | −23−1.0% | Reduced |
| Strategic Investment Advisors | 2,244 | $328.1K | 0.05% | −14−0.6% | Reduced |
| Coldstream Capital Management Inc | 2,244 | $328.1K | 0.01% | +559+33.2% | Added |
| British Columbia Investment Management Corp | 2,268 | $331.6K | 0.00% | +42+1.9% | Added |
| Empower Advisory Group, LLC | 2,259 | $331.9K | 0.00% | +2,259 | New |
| Balentine LLC | 2,291 | $336.6K | 0.01% | −170−6.9% | Reduced |
| Jones Financial Companies LLLP | 2,329 | $340.5K | 0.00% | +1,913+459.9% | Added |
| Cornerstone Planning Group LLC | 2,334 | $341.3K | 0.11% | −8−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,369 | $346.4K | 0.01% | +2,369 | New |
| Northwestern Mutual Wealth Management Co | 2,396 | $350.3K | 0.00% | +59+2.5% | Added |
| Ostrum Asset Management | 2,394 | $351.7K | 0.03% | −2,292−48.9% | Reduced |
| Davenport & Co LLC | 2,412 | $354.4K | 0.00% | −9−0.4% | Reduced |
| Park Edge Advisors, LLC | 2,467 | $360.7K | 0.12% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,498 | $365.2K | 0.00% | −183−6.8% | Reduced |
| We Are One Seven, LLC | 2,615 | $382.4K | 0.02% | +178+7.3% | Added |
| Moors & Cabot, Inc. | 2,630 | $384.6K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,702 | $395.1K | 0.00% | +31+1.2% | Added |
| Quadrant Capital Group LLC | 2,783 | $406.9K | 0.03% | +258+10.2% | Added |
| Ballentine Partners, LLC | 2,834 | $414.4K | 0.01% | −55−1.9% | Reduced |
| Cetera Advisors LLC | 2,831 | $416.0K | 0.01% | +11+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,878 | $421.0K | 0.06% | −780−21.3% | Reduced |
| Westwood Holdings Group Inc. | 2,889 | $422.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,891 | $422.7K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,916 | $428.0K | 0.03% | +145+5.2% | Added |
| Prospera Financial Services Inc | 2,932 | $428.7K | 0.01% | −7,953−73.1% | Reduced |
| Benjamin Edwards Inc | 3,004 | $441.0K | 0.10% | −398−11.7% | Reduced |
| Cigna Investments Inc | 2,999 | $441.0K | 0.09% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,062 | $447.7K | 0.11% | −29−0.9% | Reduced |
| FDx Advisors, Inc. | 3,066 | $448.0K | 0.03% | −674−18.0% | Reduced |
| Parallel Advisors, LLC | 3,076 | $449.8K | 0.01% | +3+0.1% | Added |
| Fiduciary Family Office, LLC | 3,124 | $456.8K | 0.20% | +3,124 | New |
| Country Club Bank | 3,158 | $459.5K | 0.03% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 3,231 | $472.0K | 0.06% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,246 | $474.6K | 0.35% | +3,246 | New |
| Wellington Management Group LLP | 3,248 | $477.2K | 0.00% | −1,326−29.0% | Reduced |
| Sara-Bay Financial | 3,269 | $478.0K | 0.23% | −98−2.9% | Reduced |
| Dakota Wealth Management | 3,269 | $478.0K | 0.02% | −14−0.4% | Reduced |
| Sentry Investment Management LLC | 3,293 | $481.0K | 0.21% | +3,293 | New |
| Engineers Gate Manager LP | 3,395 | $496.4K | 0.01% | −480−12.4% | Reduced |
| SYSTM Wealth Solutions LLC | 3,415 | $499.3K | 0.07% | +127+3.9% | Added |
| SilverOak Wealth Management LLC | 3,476 | $508.3K | 0.14% | +3,476 | New |
| Thoroughbred Financial Services, LLC | 3,492 | $510.0K | 0.04% | −155−4.3% | Reduced |
| PrairieView Partners, LLC | 3,485 | $510.0K | 0.06% | +319+10.1% | Added |
| D.A. Davidson & Co. | 3,566 | $521.4K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,626 | $530.2K | 0.04% | +391+12.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,646 | $533.1K | 0.08% | +34+0.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,664 | $538.4K | 0.24% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,613 | $540.8K | 0.01% | +325+9.9% | Added |
| First Manhattan Co | 3,738 | $546.6K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,736 | $549.0K | 0.00% | +225+6.4% | Added |
| Cookson Peirce & Co Inc | 3,759 | $550.0K | 0.03% | +53+1.4% | Added |
| PFG Investments, LLC | 3,823 | $559.0K | 0.10% | +483+14.5% | Added |
| Key Financial Inc | 3,812 | $560.1K | 0.15% | −35−0.9% | Reduced |
| Value Partners Investments Inc. | 3,836 | $561.9K | 0.04% | +392+11.4% | Added |
| Assenagon Asset Management S.A. | 3,920 | $575.9K | 0.00% | +692+21.4% | Added |