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, Q1 2023
Institutional positions in TransUnion as of Mar 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
- 394
- −1 vs. Q4 2022
- Shares held
- 188.1M
- +607.9K (+0.3%) vs. Q4 2022
- Total value
- $11.7B
- +$1.03B (+9.7%) vs. Q4 2022
- New holders
- 49
- 152 more added
- Sold out
- 50
- 135 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $187 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $311 | 0.00% | −5−50.0% | Reduced |
| American National Bank | 6 | $373 | 0.00% | 00.0% | Unchanged |
| National Pension Service | 9 | $554 | 0.00% | −2,740−99.7% | Reduced |
| Concord Wealth Partners | 9 | $559 | 0.00% | −14−60.9% | Reduced |
| Rosenberg Matthew Hamilton | 10 | $621 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $746 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $808 | 0.00% | −6−31.6% | Reduced |
| Baker Avenue Asset Management, LP | 15 | $932 | 0.00% | −7−31.8% | Reduced |
| PrairieView Partners, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 20 | $1.24K | 0.00% | +20 | New |
| TCI Wealth Advisors, Inc. | 23 | $1.43K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24 | $1.49K | 0.00% | −118−83.1% | Reduced |
| Red Tortoise LLC | 32 | $1.99K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 32 | $1.99K | 0.00% | +32 | New |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 34 | $2.11K | 0.00% | −178−84.0% | Reduced |
| Schubert & Co | 37 | $2.30K | 0.00% | +1+2.8% | Added |
| Bartlett & Co. Wealth Management LLC | 45 | $2.80K | 0.00% | −45−50.0% | Reduced |
| Farther Finance Advisors, LLC | 47 | $2.92K | 0.00% | +39+487.5% | Added |
| BDO Wealth Advisors, LLC | 48 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 45 | $3.00K | 0.00% | −45−50.0% | Reduced |
| Barrett & Company, Inc. | 50 | $3.11K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 55 | $3.42K | 0.00% | +55 | New |
| Atticus Wealth Management, LLC | 61 | $3.79K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 71 | $4.00K | 0.00% | +55+343.8% | Added |
| Belpointe Asset Management LLC | 71 | $4.41K | 0.00% | +15+26.8% | Added |
| Quarry LP | 75 | $4.66K | 0.00% | −242−76.3% | Reduced |
| Arlington Partners LLC | 75 | $4.66K | 0.00% | +75 | New |
| Glassman Wealth Services | 76 | $4.72K | 0.00% | −11−12.6% | Reduced |
| Huntington National Bank | 76 | $4.72K | 0.00% | +76 | New |
| United Community Bank | 80 | $4.97K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 81 | $5.03K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 81 | $5.03K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 81 | $5.03K | 0.00% | +81 | New |
| JFS Wealth Advisors, LLC | 83 | $5.16K | 0.00% | +15+22.1% | Added |
| International Assets Investment Management, LLC | 84 | $5.22K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 95 | $5.90K | 0.00% | −2−2.1% | Reduced |
| Stephens Consulting, LLC | 97 | $6.03K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 99 | $6.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 105 | $6.53K | 0.00% | +25+31.3% | Added |
| SRS Capital Advisors, Inc. | 112 | $6.96K | 0.00% | +43+62.3% | Added |
| AdvisorNet Financial, Inc | 125 | $7.77K | 0.00% | +24+23.8% | Added |
| Covestor Ltd | 132 | $8.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 143 | $8.89K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 154 | $9.57K | 0.00% | −230−59.9% | Reduced |
| Venturi Wealth Management, LLC | 155 | $9.63K | 0.00% | +155 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 21,378 | $10.4K | 0.24% | +114+0.5% | Added |
| Parkside Financial Bank & Trust | 177 | $11.0K | 0.00% | +19+12.0% | Added |
| Riverview Trust Co | 212 | $13.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 224 | $14.7K | 0.00% | −292−56.6% | Reduced |
| Lazard Asset Management LLC | 242 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 280 | $17.4K | 0.00% | −75−21.1% | Reduced |
| Ridgewood Investments LLC | 284 | $17.6K | 0.01% | +284 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $18.6K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 325 | $20.2K | 0.01% | +250+333.3% | Added |
| IFP Advisors, Inc | 300 | $20.7K | 0.00% | −5,076−94.4% | Reduced |
| Fred Alger Management, LLC | 349 | $21.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 384 | $23.8K | 0.00% | −827−68.3% | Reduced |
| Assetmark, Inc | 385 | $23.9K | 0.00% | +14+3.8% | Added |
| Allworth Financial LP | 388 | $24.1K | 0.00% | +93+31.5% | Added |
| Desjardins Global Asset Management Inc. | 447 | $28.0K | 0.00% | −42−8.6% | Reduced |
| First Horizon Advisors, Inc. | 474 | $29.5K | 0.00% | +296+166.3% | Added |
| Ci Investments Inc. | 509 | $32.0K | 0.00% | −28−5.2% | Reduced |
| CVA Family Office, LLC | 530 | $32.9K | 0.01% | +195+58.2% | Added |
| Ronald Blue Trust, Inc. | 600 | $34.0K | 0.00% | +335+126.4% | Added |
| Column Capital Advisors, LLC | 555 | $34.5K | 0.01% | +555 | New |
| Tower Research Capital LLC (TRC) | 557 | $35.0K | 0.00% | −10,318−94.9% | Reduced |
| Massmutual Trust Co FSB | 589 | $36.6K | 0.00% | +455+339.6% | Added |
| EverSource Wealth Advisors, LLC | 665 | $41.3K | 0.01% | +8+1.2% | Added |
| National Bank of Canada | 712 | $44.2K | 0.00% | −10−1.4% | Reduced |
| Parallel Advisors, LLC | 731 | $45.5K | 0.00% | +94+14.8% | Added |
| Quadrant Capital Group LLC | 767 | $47.7K | 0.00% | +89+13.1% | Added |
| Clearstead Advisors, LLC | 770 | $47.8K | 0.00% | +654+563.8% | Added |
| Alta Advisers Ltd | 800 | $49.7K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 842 | $52.0K | 0.00% | −75−8.2% | Reduced |
| Eagle Bay Advisors LLC | 891 | $55.4K | 0.03% | +891 | New |
| Penserra Capital Management LLC | 993 | $61.0K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,342 | $83.4K | 0.01% | −800−37.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,486 | $92.3K | 0.00% | +643+76.3% | Added |
| Chilton Capital Management LLC | 1,590 | $98.8K | 0.01% | +1,590 | New |
| Signaturefd, LLC | 1,792 | $111.4K | 0.00% | +605+51.0% | Added |
| Ossiam | 1,910 | $118.7K | 0.00% | −108−5.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,925 | $119.6K | 0.06% | −500−20.6% | Reduced |
| Caldwell Trust Co | 2,000 | $124.3K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,402 | $149.3K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,458 | $153.0K | 0.00% | +90+3.8% | Added |
| Spire Wealth Management | 2,463 | $153.1K | 0.01% | +246+11.1% | Added |
| Dundas Partners LLP | 2,502 | $155.0K | 0.02% | −995−28.5% | Reduced |
| American International Group, Inc. | 2,616 | $162.6K | 0.00% | −73−2.7% | Reduced |
| Advisory Services Network, LLC | 2,902 | $180.3K | 0.00% | −145−4.8% | Reduced |
| Banque Cantonale Vaudoise | 3,100 | $192.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 3,100 | $192.6K | 0.00% | +3,100 | New |