TransUnion
TRU- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0001552033
In the last 90 days, TransUnion insiders filed 0 open-market purchases and 12 sales; 522 institutions reported holding it in 13F filings for Q2 2026, worth $16.1B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in TransUnion as of Dec 31, 2021. 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
- 471
- +29 vs. Q3 2021
- Shares held
- 187.7M
- +1.09M (+0.6%) vs. Q3 2021
- Total value
- $22.1B
- +$1.28B (+6.1%) vs. Q3 2021
- New holders
- 76
- 169 more added
- Sold out
- 47
- 154 more reduced
9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRU 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 | 522 | $16.1B |
| Q1 2026 | 564 | $15.5B |
| Q4 2025 | 587 | $17.6B |
| Q3 2025 | 561 | $17.7B |
| Q2 2025 | 545 | $17.4B |
| Q1 2025 | 548 | $16.1B |
| Q4 2024 | 562 | $17.8B |
| Q3 2024 | 519 | $20.4B |
| Q2 2024 | 471 | $14.3B |
| Q1 2024 | 434 | $15.8B |
| Q4 2023 | 418 | $13.5B |
| Q3 2023 | 426 | $13.8B |
| Q2 2023 | 422 | $15.4B |
| Q1 2023 | 394 | $11.7B |
| Q4 2022 | 399 | $10.7B |
| Q3 2022 | 425 | $11.0B |
| Q2 2022 | 431 | $15.1B |
| Q1 2022 | 459 | $19.3B |
| Q4 2021 | 471 | $22.1B |
| Q3 2021 | 451 | $21.0B |
| Q2 2021 | 440 | $20.4B |
| Q1 2021 | 438 | $16.7B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McDonald Partners LLC | 7 | $830 | 0.00% | +7 | New |
| Absolute Capital Management, LLC | 7 | $830 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | +12 | New |
| Column Capital Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Lenox Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| McCarthy Grittinger Financial Group, LLC | 9 | $1.07K | 0.00% | −2−18.2% | Reduced |
| Lazard Asset Management LLC | 21 | $2.00K | 0.00% | −25,078−99.9% | Reduced |
| Washington Trust Co | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $2.00K | 0.00% | +17 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 17 | $2.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 17 | $2.02K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 29 | $3.00K | 0.00% | +29 | New |
| JFS Wealth Advisors, LLC | 22 | $3.00K | 0.00% | +22 | New |
| Princeton Global Asset Management LLC | 28 | $3.00K | 0.00% | +28 | New |
| Quent Capital, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Clearstead Advisors, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $4.00K | 0.00% | +33 | New |
| Cutler Group LP | 44 | $5.00K | 0.00% | −56−56.0% | Reduced |
| Country Trust Bank | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 51 | $6.00K | 0.00% | +11+27.5% | Added |
| Smithfield Trust Co | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 58 | $7.00K | 0.00% | +58 | New |
| Bell Investment Advisors, Inc | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 68 | $8.00K | 0.00% | +31+83.8% | Added |
| Snowden Capital Advisors LLC | 81 | $9.00K | 0.00% | −1,976−96.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 78 | $9.00K | 0.00% | +78 | New |
| Zullo Investment Group, Inc. | 72 | $9.00K | 0.00% | +72 | New |
| Confluence Wealth Services, Inc. | 77 | $9.00K | 0.00% | +77 | New |
| United Community Bank | 80 | $9.49K | 0.01% | +80 | New |
| JNBA Financial Advisors | 88 | $10.0K | 0.00% | −48−35.3% | Reduced |
| Kozak & Associates, Inc. | 107 | $10.0K | 0.01% | +107 | New |
| Stephens Consulting, LLC | 97 | $11.5K | 0.01% | +97 | New |
| Earnest Partners LLC | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 110 | $13.0K | 0.00% | +110 | New |
| CVA Family Office, LLC | 115 | $14.0K | 0.00% | +115 | New |
| Steward Partners Investment Advisory, LLC | 123 | $15.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 133 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 148 | $18.0K | 0.01% | −91−38.1% | Reduced |
| West Paces Advisors Inc. | 170 | $20.2K | 0.01% | +160+1,600.0% | Added |
| Huntington National Bank | 183 | $22.0K | 0.00% | −15−7.6% | Reduced |
| Sandy Spring Bank | 185 | $22.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 224 | $26.0K | 0.00% | +224 | New |
| Washington Trust Advisors, Inc. | 222 | $26.0K | 0.00% | +222 | New |
| MUFG Americas Holdings Corp | 250 | $30.0K | 0.00% | +250 | New |
| Standard Family Office LLC | 250 | $30.0K | 0.27% | +250 | New |
| AdvisorNet Financial, Inc | 260 | $31.0K | 0.00% | +10+4.0% | Added |
| KB Financial Partners, LLC | 260 | $31.0K | 0.01% | +260 | New |
| Fred Alger Management, LLC | 304 | $36.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 300 | $36.0K | 0.01% | +300 | New |
| Patriot Financial Group Insurance Agency, LLC | 320 | $38.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 342 | $41.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 370 | $43.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 440 | $52.0K | 0.01% | +5+1.1% | Added |
| Assetmark, Inc | 437 | $52.0K | 0.00% | +375+604.8% | Added |
| Covestor Ltd | 437 | $52.0K | 0.07% | +437 | New |
| Whittier Trust Co | 533 | $63.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 529 | $63.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 544 | $65.0K | 0.00% | +544 | New |
| Eagle Bay Advisors LLC | 569 | $67.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 586 | $69.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 631 | $75.0K | 0.00% | +557+752.7% | Added |
| Leelyn Smith, LLC | 645 | $76.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 647 | $76.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 651 | $77.0K | 0.00% | +7+1.1% | Added |
| AIA Group Ltd | 671 | $80.0K | 0.00% | +671 | New |
| National Bank of Canada | 679 | $81.0K | 0.00% | +679 | New |
| NEXT Financial Group, Inc | 698 | $83.0K | 0.01% | +202+40.7% | Added |
| Allworth Financial LP | 808 | $96.0K | 0.00% | −49−5.7% | Reduced |
| Quadrant Capital Group LLC | 830 | $98.0K | 0.01% | +208+33.4% | Added |
| Penserra Capital Management LLC | 849 | $100.0K | 0.00% | +162+23.6% | Added |
| Newfound Research LLC | 843 | $100.0K | 0.12% | +843 | New |
| Parallel Advisors, LLC | 866 | $103.0K | 0.00% | −19−2.1% | Reduced |
| Ci Investments Inc. | 891 | $106.0K | 0.00% | +47+5.6% | Added |
| GraniteShares Advisors LLC | 940 | $111.0K | 0.05% | +940 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $130.0K | 0.01% | −1,800−62.1% | Reduced |
| West Oak Capital, LLC | 1,250 | $148.0K | 0.05% | +100+8.7% | Added |
| Rockefeller Capital Management L.P. | 1,402 | $165.0K | 0.00% | −201−12.5% | Reduced |
| IFP Advisors, Inc | 1,375 | $165.0K | 0.00% | +9+0.7% | Added |
| Charter Oak Capital Management, LLC | 1,450 | $172.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 1,544 | $183.0K | 0.00% | −3−0.2% | Reduced |
| Signaturefd, LLC | 1,547 | $183.0K | 0.01% | +241+18.5% | Added |
| Lindbrook Capital, LLC | 1,551 | $184.0K | 0.03% | +1,415+1,040.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,611 | $191.0K | 0.00% | +321+24.9% | Added |
| Creative Planning | 1,702 | $202.0K | 0.00% | +1,702 | New |
| Beacon Pointe Advisors, LLC | 1,729 | $205.0K | 0.01% | +1,729 | New |
| Brown Advisory Inc | 1,740 | $206.0K | 0.00% | −1,960−53.0% | Reduced |
| Stonnington Group, LLC | 1,865 | $208.0K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,762 | $209.0K | 0.01% | +1,762 | New |