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 2024
Institutional positions in Thomson Reuters Corp as of Sep 30, 2024. 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
- 481
- −5 vs. Q2 2024
- Shares held
- 85.2M
- +1.09M (+1.3%) vs. Q2 2024
- Total value
- $14.5B
- +$307.1M (+2.2%) vs. Q2 2024
- New holders
- 48
- 157 more added
- Sold out
- 53
- 185 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Thomson Reuters Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 661 | $111.4K | 0.00% | −576−46.6% | Reduced |
| JNBA Financial Advisors | 602 | $102.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 602 | $102.7K | 0.00% | +602 | New |
| IFP Advisors, Inc | 593 | $101.2K | 0.00% | −20−3.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 582 | $99.3K | 0.00% | −13−2.2% | Reduced |
| Simplex Trading, LLC | 572 | $97.0K | 0.00% | −1,487−72.2% | Reduced |
| Ridgewood Investments LLC | 567 | $96.8K | 0.05% | −91−13.8% | Reduced |
| Continuum Advisory, LLC | 572 | $94.2K | 0.01% | +6+1.1% | Added |
| Cromwell Holdings LLC | 508 | $86.7K | 0.06% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 503 | $85.8K | 0.02% | +503 | New |
| Nisa Investment Advisors, LLC | 496 | $84.6K | 0.00% | +200+67.6% | Added |
| Brown Brothers Harriman & Co | 493 | $84.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 486 | $82.5K | 0.01% | +410+539.5% | Added |
| HM Payson & Co | 480 | $81.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 481 | $81.7K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 461 | $78.0K | 0.00% | −688−59.9% | Reduced |
| Alta Advisers Ltd | 425 | $72.6K | 0.03% | +425 | New |
| Allworth Financial LP | 425 | $72.5K | 0.00% | +23+5.7% | Added |
| Umb Bank N A | 409 | $69.8K | 0.00% | −10−2.4% | Reduced |
| Old Second National Bank of Aurora | 393 | $67.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 385 | $65.8K | 0.00% | −98−20.3% | Reduced |
| Principal Securities, Inc. | 360 | $61.4K | 0.00% | −4−1.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 350 | $60.0K | 0.04% | −103−22.7% | Reduced |
| Jefferies Financial Group Inc. | 350 | $59.8K | 0.00% | −67−16.1% | Reduced |
| Gold Investment Management Ltd. | 336 | $57.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 332 | $56.6K | 0.00% | +7+2.2% | Added |
| Exchange Traded Concepts, LLC | 327 | $55.8K | 0.00% | +167+104.4% | Added |
| CGC Financial Services, LLC | 315 | $53.7K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 306 | $52.2K | 0.00% | +2+0.7% | Added |
| Ashton Thomas Securities, LLC | 274 | $46.8K | 0.01% | +274 | New |
| Brown Shipley& Co Ltd | 192 | $44.3K | 0.02% | −1−0.5% | Reduced |
| Clean Yield Group | 245 | $41.8K | 0.01% | +245 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 242 | $41.3K | 0.00% | −423−63.6% | Reduced |
| Pacifica Partners Inc. | 241 | $41.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 234 | $39.9K | 0.00% | +130+125.0% | Added |
| FinTrust Capital Advisors, LLC | 226 | $38.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 225 | $38.4K | 0.00% | +43+23.6% | Added |
| Trust Co of Vermont | 214 | $36.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 170 | $29.0K | 0.00% | +170 | New |
| Rothschild Investment LLC | 150 | $25.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $25.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 140 | $23.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 116 | $19.8K | 0.00% | −83−41.7% | Reduced |
| Capital Analysts, LLC | 109 | $19.0K | 0.00% | +109 | New |
| Global Retirement Partners, LLC | 97 | $16.5K | 0.00% | −181−65.1% | Reduced |
| Hantz Financial Services, Inc. | 96 | $16.0K | 0.00% | −26−21.3% | Reduced |
| Arrow Financial Corp | 86 | $14.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 86 | $14.7K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 85 | $14.5K | 0.00% | +85 | New |
| Stephens Consulting, LLC | 79 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 72 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 69 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 62 | $10.6K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 61 | $10.4K | 0.00% | +61 | New |
| AdvisorNet Financial, Inc | 57 | $9.72K | 0.00% | −33−36.7% | Reduced |
| Whittier Trust Co | 56 | $9.55K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 46 | $7.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $7.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $7.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $7.11K | 0.00% | −877−95.4% | Reduced |
| Creative Financial Designs Inc | 40 | $6.82K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $6.00K | 0.00% | +3+8.3% | Added |
| First Horizon Advisors, Inc. | 35 | $5.97K | 0.00% | −93−72.7% | Reduced |
| Bell Investment Advisors, Inc | 33 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $3.24K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $3.07K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $3.07K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 18 | $3.07K | 0.00% | +18 | New |
| Hemington Wealth Management | 19 | $3.00K | 0.00% | +19 | New |
| Iron Horse Wealth Management, LLC | 17 | $2.90K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15 | $2.56K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 13 | $2.22K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 12 | $2.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 6 | $1.02K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −591−99.5% | Reduced |
| True Wealth Design, LLC | 4 | $683 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $512 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $512 | 0.00% | 00.0% | Unchanged |
| Sara-Bay Financial | 3,171 | – | – | −208−6.2% | Reduced |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −1,083,003−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −57,054−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −36,540−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −29,100−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −17,226−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,369−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −9,725−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −9,102−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −6,538−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |