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 2022
Institutional positions in TransUnion as of Dec 31, 2022. 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
- 399
- −16 vs. Q3 2022
- Shares held
- 187.6M
- +3.22M (+1.7%) vs. Q3 2022
- Total value
- $10.7B
- −$317.0M (−2.9%) vs. Q3 2022
- New holders
- 64
- 149 more added
- Sold out
- 80
- 146 more reduced
10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 4 | $0 | 0.00% | −300−98.7% | Reduced |
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 16 | $0 | 0.00% | +16 | New |
| Delos Wealth Advisors, LLC | 3 | $170 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $170 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 8 | $454 | 0.00% | +8 | New |
| Canada Pension Plan Investment Board | 10 | $567 | 0.00% | −95,907−100.0% | Reduced |
| Rosenberg Matthew Hamilton | 10 | $568 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $568 | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 12 | $681 | 0.00% | +12 | New |
| Fiduciary Alliance LLC | 14 | $801 | 0.00% | +14 | New |
| Castleview Partners, LLC | 16 | $908 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $965 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $1.00K | 0.00% | +6 | New |
| Disciplined Investments, LLC | 19 | $1.08K | 0.00% | +10+111.1% | Added |
| SJS Investment Consulting Inc. | 19 | $1.08K | 0.00% | +8+72.7% | Added |
| Washington Trust Co | 20 | $1.14K | 0.00% | −1−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $1.14K | 0.00% | +20 | New |
| Baker Avenue Asset Management, LP | 22 | $1.25K | 0.00% | +22 | New |
| TCI Wealth Advisors, Inc. | 23 | $1.30K | 0.00% | −1−4.2% | Reduced |
| Concord Wealth Partners | 23 | $1.30K | 0.00% | +23 | New |
| Zions Bancorporation, N.A. | 25 | $1.42K | 0.00% | +25 | New |
| Crewe Advisors LLC | 26 | $1.48K | 0.00% | −71−73.2% | Reduced |
| Red Tortoise LLC | 32 | $1.82K | 0.00% | +32 | New |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | −6−17.6% | Reduced |
| Jones Financial Companies LLLP | 34 | $2.00K | 0.00% | +34 | New |
| Schubert & Co | 36 | $2.04K | 0.00% | +28+350.0% | Added |
| Global Wealth Strategies & Associates | 39 | $2.21K | 0.00% | +39 | New |
| BDO Wealth Advisors, LLC | 48 | $2.73K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $2.84K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 56 | $3.18K | 0.00% | +56 | New |
| Atticus Wealth Management, LLC | 61 | $3.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $3.86K | 0.00% | +67+6,700.0% | Added |
| SRS Capital Advisors, Inc. | 69 | $3.92K | 0.00% | +60+666.7% | Added |
| West Oak Capital, LLC | 75 | $4.00K | 0.00% | −750−90.9% | Reduced |
| United Community Bank | 80 | $4.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 81 | $4.60K | 0.00% | −489−85.8% | Reduced |
| Hexagon Capital Partners LLC | 81 | $4.60K | 0.00% | +81 | New |
| Zullo Investment Group, Inc. | 86 | $4.88K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 87 | $4.94K | 0.00% | +36+70.6% | Added |
| Private Trust Co NA | 80 | $5.00K | 0.00% | −110−57.9% | Reduced |
| Bartlett & Co. LLC | 90 | $5.00K | 0.00% | −25−21.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 90 | $5.11K | 0.00% | −25−21.7% | Reduced |
| Stephens Consulting, LLC | 97 | $5.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $5.50K | 0.00% | +62+177.1% | Added |
| Earnest Partners LLC | 99 | $5.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 101 | $5.73K | 0.00% | −99−49.5% | Reduced |
| Clearstead Advisors, LLC | 116 | $6.58K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 116 | $6.58K | 0.00% | +58+100.0% | Added |
| Accurate Wealth Management, LLC | 120 | $7.69K | 0.00% | +120 | New |
| Covestor Ltd | 132 | $8.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 134 | $8.00K | 0.00% | +134 | New |
| Fifth Third Bancorp | 142 | $8.06K | 0.00% | −137−49.1% | Reduced |
| Larson Financial Group LLC | 143 | $8.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $8.97K | 0.00% | +48+43.6% | Added |
| First Horizon Advisors, Inc. | 178 | $10.1K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 180 | $10.2K | 0.00% | +180 | New |
| Riverview Trust Co | 212 | $12.0K | 0.01% | +212 | New |
| Proequities, Inc. | 212 | $12.0K | 0.00% | −11,266−98.2% | Reduced |
| Leelyn Smith, LLC | 225 | $12.8K | 0.00% | +175+350.0% | Added |
| Lazard Asset Management LLC | 242 | $13.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 279 | $15.8K | 0.00% | +279 | New |
| Ronald Blue Trust, Inc. | 265 | $16.0K | 0.00% | +5+1.9% | Added |
| Allworth Financial LP | 295 | $16.7K | 0.00% | −389−56.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 317 | $18.0K | 0.02% | +317 | New |
| CVA Family Office, LLC | 335 | $19.0K | 0.00% | +195+139.3% | Added |
| Elequin Capital LP | 336 | $19.1K | 0.01% | +336 | New |
| Fred Alger Management, LLC | 349 | $19.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 355 | $20.1K | 0.00% | −25−6.6% | Reduced |
| Assetmark, Inc | 371 | $21.1K | 0.00% | −22−5.6% | Reduced |
| Central Trust Co | 384 | $21.8K | 0.00% | −340−47.0% | Reduced |
| Desjardins Global Asset Management Inc. | 489 | $27.0K | 0.00% | +14+2.9% | Added |
| Global Retirement Partners, LLC | 516 | $29.3K | 0.00% | +36+7.5% | Added |
| Ci Investments Inc. | 537 | $30.0K | 0.00% | −205−27.6% | Reduced |
| Tobam | 592 | $34.0K | 0.00% | −409−40.9% | Reduced |
| Parallel Advisors, LLC | 637 | $36.2K | 0.00% | +74+13.1% | Added |
| Federation des caisses Desjardins du Quebec | 647 | $36.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 657 | $37.3K | 0.01% | +657 | New |
| Gyon Technologies Capital Management, LP | 664 | $37.7K | 0.01% | −4,940−88.2% | Reduced |
| Quadrant Capital Group LLC | 678 | $38.5K | 0.00% | +336+98.2% | Added |
| National Bank of Canada | 722 | $41.0K | 0.00% | +29+4.2% | Added |
| Alta Advisers Ltd | 800 | $45.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,211 | $46.4K | 0.00% | +1,211 | New |
| Northwestern Mutual Wealth Management Co | 843 | $47.8K | 0.00% | +227+36.9% | Added |
| CWM, LLC | 917 | $52.0K | 0.00% | −219−19.3% | Reduced |
| Group One Trading, L.P. | 960 | $54.5K | 0.00% | +59+6.5% | Added |
| Penserra Capital Management LLC | 993 | $56.0K | 0.00% | +74+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,130 | $64.1K | 0.00% | +1,094+3,038.9% | Added |
| Signaturefd, LLC | 1,187 | $67.4K | 0.00% | +125+11.8% | Added |
| Caldwell Trust Co | 2,000 | $113.5K | 0.02% | 00.0% | Unchanged |
| Ossiam | 2,018 | $114.5K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,142 | $121.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,217 | $126.0K | 0.01% | −367−14.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,368 | $134.0K | 0.00% | +1,045+79.0% | Added |
| Pinebridge Investments, L.P. | 2,402 | $136.3K | 0.00% | −459−16.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,425 | $137.6K | 0.07% | 00.0% | Unchanged |
| American International Group, Inc. | 2,689 | $152.6K | 0.00% | −60−2.2% | Reduced |
| National Pension Service | 2,749 | $156.0K | 0.00% | −288,581−99.1% | Reduced |