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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 6,392 | $934.6K | 0.00% | −206−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,329 | $925.5K | 0.00% | +99+1.6% | Added |
| Sit Investment Associates Inc | 6,325 | $925.0K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 6,323 | $924.5K | 0.11% | −237−3.6% | Reduced |
| Rhumbline Advisers | 6,135 | $897.1K | 0.00% | −41−0.7% | Reduced |
| Dearborn Partners LLC | 6,081 | $893.6K | 0.03% | +1,494+32.6% | Added |
| Janney Montgomery Scott LLC | 6,029 | $882.0K | 0.00% | +418+7.4% | Added |
| Checchi Capital Advisers, LLC | 5,914 | $865.8K | 0.07% | −138−2.3% | Reduced |
| Griffin Asset Management, Inc. | 5,752 | $841.1K | 0.11% | +30+0.5% | Added |
| Kestra Private Wealth Services, LLC | 5,678 | $830.2K | 0.02% | +2,804+97.6% | Added |
| Nexus Investment Management ULC | 5,635 | $826.5K | 0.09% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,616 | $821.2K | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 6,093 | $810.4K | 0.00% | −417−6.4% | Reduced |
| Evergreen Capital Management LLC | 5,472 | $800.1K | 0.03% | +1,480+37.1% | Added |
| Vise Technologies, Inc. | 5,428 | $793.6K | 0.17% | +107+2.0% | Added |
| Baird Financial Group, Inc. | 5,317 | $777.5K | 0.00% | +551+11.6% | Added |
| Bradley Foster & Sargent Inc | 5,179 | $757.3K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,045 | $739.2K | 0.00% | +180+3.7% | Added |
| National Asset Management, Inc. | 5,014 | $733.2K | 0.02% | −324−6.1% | Reduced |
| Qtron Investments LLC | 4,766 | $700.2K | 0.11% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,730 | $691.0K | 0.02% | −5,679−54.6% | Reduced |
| PAX Financial Group, LLC | 4,323 | $674.1K | 0.14% | −571−11.7% | Reduced |
| Tritonpoint Wealth, LLC | 4,605 | $673.3K | 0.07% | +4,605 | New |
| Ritholtz Wealth Management | 4,577 | $669.2K | 0.03% | +124+2.8% | Added |
| First Business Financial Services, Inc. | 4,477 | $654.6K | 0.08% | −900−16.7% | Reduced |
| Quilter Plc | 4,467 | $648.9K | 0.02% | −3,000−40.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,431 | $648.0K | 0.11% | −19−0.4% | Reduced |
| Syon Capital LLC | 4,379 | $640.3K | 0.07% | +7+0.2% | Added |
| Resources Investment Advisors, LLC. | 4,375 | $639.8K | 0.01% | +842+23.8% | Added |
| Marks Group Wealth Management, Inc | 4,374 | $639.6K | 0.07% | −62−1.4% | Reduced |
| Bristol Gate Capital Partners Inc. | 4,346 | $636.6K | 0.03% | −392−8.3% | Reduced |
| Park Avenue Securities LLC | 4,244 | $624.0K | 0.01% | −94−2.2% | Reduced |
| Veriti Management LLC | 4,200 | $614.1K | 0.05% | +129+3.2% | Added |
| Private Advisor Group, LLC | 4,162 | $608.6K | 0.00% | +1,400+50.7% | Added |
| Brighton Jones LLC | 4,151 | $607.0K | 0.03% | +4,151 | New |
| West Family Investments, Inc. | 4,090 | $598.0K | 0.20% | +42+1.0% | Added |
| Vontobel Holding Ltd. | 4,000 | $584.9K | 0.00% | −918−18.7% | Reduced |
| XTX Topco Ltd | 3,996 | $584.3K | 0.13% | +1,418+55.0% | Added |
| State of Wisconsin Investment Board | 3,952 | $577.9K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,920 | $575.9K | 0.00% | +692+21.4% | Added |
| Value Partners Investments Inc. | 3,836 | $561.9K | 0.04% | +392+11.4% | Added |
| Key Financial Inc | 3,812 | $560.1K | 0.15% | −35−0.9% | Reduced |
| PFG Investments, LLC | 3,823 | $559.0K | 0.10% | +483+14.5% | Added |
| Cookson Peirce & Co Inc | 3,759 | $550.0K | 0.03% | +53+1.4% | Added |
| Cetera Advisor Networks LLC | 3,736 | $549.0K | 0.00% | +225+6.4% | Added |
| First Manhattan Co | 3,738 | $546.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,613 | $540.8K | 0.01% | +325+9.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,664 | $538.4K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,646 | $533.1K | 0.08% | +34+0.9% | Added |
| Clarius Group, LLC | 3,626 | $530.2K | 0.04% | +391+12.1% | Added |
| D.A. Davidson & Co. | 3,566 | $521.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| SilverOak Wealth Management LLC | 3,476 | $508.3K | 0.14% | +3,476 | New |
| SYSTM Wealth Solutions LLC | 3,415 | $499.3K | 0.07% | +127+3.9% | Added |
| Engineers Gate Manager LP | 3,395 | $496.4K | 0.01% | −480−12.4% | Reduced |
| Sentry Investment Management LLC | 3,293 | $481.0K | 0.21% | +3,293 | New |
| Dakota Wealth Management | 3,269 | $478.0K | 0.02% | −14−0.4% | Reduced |
| Sara-Bay Financial | 3,269 | $478.0K | 0.23% | −98−2.9% | Reduced |
| Wellington Management Group LLP | 3,248 | $477.2K | 0.00% | −1,326−29.0% | Reduced |
| Significant Wealth Partners LLC | 3,246 | $474.6K | 0.35% | +3,246 | New |
| Beach Investment Counsel Inc | 3,231 | $472.0K | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 3,158 | $459.5K | 0.03% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,124 | $456.8K | 0.20% | +3,124 | New |
| Parallel Advisors, LLC | 3,076 | $449.8K | 0.01% | +3+0.1% | Added |
| FDx Advisors, Inc. | 3,066 | $448.0K | 0.03% | −674−18.0% | Reduced |
| Contravisory Investment Management, Inc. | 3,062 | $447.7K | 0.11% | −29−0.9% | 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 |
| Prospera Financial Services Inc | 2,932 | $428.7K | 0.01% | −7,953−73.1% | Reduced |
| Financial Advocates Investment Management | 2,916 | $428.0K | 0.03% | +145+5.2% | Added |
| Wellington Shields Capital Management, LLC | 2,891 | $422.7K | 0.05% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,889 | $422.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,878 | $421.0K | 0.06% | −780−21.3% | Reduced |
| Cetera Advisors LLC | 2,831 | $416.0K | 0.01% | +11+0.4% | Added |
| Ballentine Partners, LLC | 2,834 | $414.4K | 0.01% | −55−1.9% | Reduced |
| Quadrant Capital Group LLC | 2,783 | $406.9K | 0.03% | +258+10.2% | Added |
| Sequoia Financial Advisors, LLC | 2,702 | $395.1K | 0.00% | +31+1.2% | Added |
| Moors & Cabot, Inc. | 2,630 | $384.6K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,615 | $382.4K | 0.02% | +178+7.3% | Added |
| Prudential Financial Inc | 2,498 | $365.2K | 0.00% | −183−6.8% | Reduced |
| Park Edge Advisors, LLC | 2,467 | $360.7K | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,412 | $354.4K | 0.00% | −9−0.4% | Reduced |
| Ostrum Asset Management | 2,394 | $351.7K | 0.03% | −2,292−48.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,396 | $350.3K | 0.00% | +59+2.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,369 | $346.4K | 0.01% | +2,369 | New |
| Cornerstone Planning Group LLC | 2,334 | $341.3K | 0.11% | −8−0.3% | Reduced |
| Jones Financial Companies LLLP | 2,329 | $340.5K | 0.00% | +1,913+459.9% | Added |
| Balentine LLC | 2,291 | $336.6K | 0.01% | −170−6.9% | Reduced |
| Empower Advisory Group, LLC | 2,259 | $331.9K | 0.00% | +2,259 | New |
| British Columbia Investment Management Corp | 2,268 | $331.6K | 0.00% | +42+1.9% | Added |
| Coldstream Capital Management Inc | 2,244 | $328.1K | 0.01% | +559+33.2% | Added |
| Strategic Investment Advisors | 2,244 | $328.1K | 0.05% | −14−0.6% | Reduced |
| Mercer Global Advisors Inc | 2,224 | $325.0K | 0.00% | −23−1.0% | Reduced |
| Financial Counselors Inc | 2,207 | $322.7K | 0.01% | +145+7.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,129 | $313.0K | 0.01% | +2,129 | New |
| Principal Street Partners, LLC | 2,136 | $312.3K | 0.08% | −2,136−50.0% | Reduced |
| PDS Planning, Inc | 2,133 | $311.9K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 2,118 | $310.0K | 0.00% | +2,118 | New |
| K.J. Harrison & Partners Inc | 2,115 | $309.8K | 0.05% | −20,000−90.4% | Reduced |