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, Q3 2023
Institutional positions in TransUnion as of Sep 30, 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
- 426
- +9 vs. Q2 2023
- Shares held
- 192.5M
- −2.26M (−1.2%) vs. Q2 2023
- Total value
- $13.8B
- −$1.37B (−9.0%) vs. Q2 2023
- New holders
- 48
- 157 more added
- Sold out
- 39
- 152 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Crewe Advisors LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $244 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $288 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $359 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $431 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $646 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $718 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $718 | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 11 | $790 | 0.00% | +11 | New |
| Bellevue Asset Management, LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $1.29K | 0.00% | −1−5.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $1.87K | 0.00% | +4+18.2% | Added |
| SJS Investment Consulting Inc. | 27 | $1.94K | 0.00% | +2+8.0% | Added |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $2.15K | 0.00% | −250−89.3% | Reduced |
| AdvisorNet Financial, Inc | 32 | $2.30K | 0.00% | −96−75.0% | Reduced |
| Red Tortoise LLC | 32 | $2.30K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 55 | $3.95K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 58 | $4.16K | 0.00% | +31+114.8% | Added |
| Atticus Wealth Management, LLC | 61 | $4.38K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 82 | $5.00K | 0.00% | +82 | New |
| Bell Investment Advisors, Inc | 70 | $5.03K | 0.00% | −17−19.5% | Reduced |
| United Community Bank | 80 | $5.74K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 81 | $5.82K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 83 | $5.96K | 0.00% | +2+2.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,689 | $6.01K | 0.18% | 00.0% | Unchanged |
| Glassman Wealth Services | 84 | $6.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $6.75K | 0.00% | +11+13.3% | Added |
| Stephens Consulting, LLC | 97 | $6.96K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 99 | $7.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 115 | $8.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 135 | $9.69K | 0.00% | +30+28.6% | Added |
| Covestor Ltd | 139 | $10.0K | 0.01% | +3+2.2% | Added |
| Larson Financial Group LLC | 143 | $10.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 155 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 185 | $13.3K | 0.00% | +3+1.6% | Added |
| Centerpoint Advisors, LLC | 199 | $14.0K | 0.01% | −1−0.5% | Reduced |
| Riverview Trust Co | 212 | $15.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 237 | $16.6K | 0.00% | +13+5.8% | Added |
| Lazard Asset Management LLC | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $21.5K | 0.00% | −1−0.3% | Reduced |
| Farther Finance Advisors, LLC | 313 | $22.4K | 0.00% | +65+26.2% | Added |
| West Oak Capital, LLC | 325 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 312 | $24.0K | 0.00% | +28+9.9% | Added |
| Massmutual Trust Co FSB | 336 | $24.1K | 0.00% | −191−36.2% | Reduced |
| TD Waterhouse Canada Inc. | 358 | $25.3K | 0.00% | +282+371.1% | Added |
| Headlands Technologies LLC | 372 | $26.7K | 0.01% | +372 | New |
| Kapitalo Investimentos Ltda | 381 | $27.4K | 0.00% | +381 | New |
| Fifth Third Bancorp | 411 | $29.5K | 0.00% | −4−1.0% | Reduced |
| Westpac Banking Corp | 454 | $32.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 460 | $33.0K | 0.00% | +76+19.8% | Added |
| First Horizon Advisors, Inc. | 474 | $34.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 514 | $36.9K | 0.01% | −41−7.4% | Reduced |
| Ci Investments Inc. | 561 | $40.0K | 0.00% | +25+4.7% | Added |
| EverSource Wealth Advisors, LLC | 564 | $40.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 693 | $48.9K | 0.00% | −19−2.7% | Reduced |
| Assetmark, Inc | 693 | $49.8K | 0.00% | +13+1.9% | Added |
| Parallel Advisors, LLC | 703 | $50.5K | 0.00% | −55−7.3% | Reduced |
| Clearstead Advisors, LLC | 795 | $57.1K | 0.00% | −410−34.0% | Reduced |
| Alta Advisers Ltd | 800 | $57.4K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 800 | $57.4K | 0.01% | +39+5.1% | Added |
| Central Trust Co | 937 | $67.3K | 0.00% | +797+569.3% | Added |
| Spotlight Asset Group, Inc. | 1,000 | $71.8K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,009 | $72.0K | 0.00% | +52+5.4% | Added |
| CWM, LLC | 1,144 | $82.0K | 0.00% | +65+6.0% | Added |
| Natixis Investment Managers International | 1,187 | $85.2K | 0.01% | −77−6.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,236 | $88.7K | 0.01% | +1,236 | New |
| UniSuper Management Pty Ltd | 1,400 | $100.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,425 | $102.3K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 1,629 | $116.9K | 0.00% | −92−5.3% | Reduced |
| NBC Securities, Inc. | 1,675 | $120.0K | 0.01% | +1,675 | New |
| V-Square Quantitative Management LLC | 1,755 | $126.0K | 0.06% | +109+6.6% | Added |
| Eagle Bay Advisors LLC | 1,782 | $127.9K | 0.06% | +891+100.0% | Added |
| Point72 Asset Management, L.P. | 1,879 | $134.9K | 0.00% | +1,879 | New |
| Signaturefd, LLC | 1,945 | $139.6K | 0.00% | +124+6.8% | Added |
| Caldwell Trust Co | 2,000 | $143.6K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,152 | $154.5K | 0.03% | +2,129+9,256.5% | Added |
| Spire Wealth Management | 2,290 | $164.4K | 0.01% | −101−4.2% | Reduced |
| Empowered Funds, LLC | 2,794 | $200.6K | 0.01% | +2,794 | New |
| Matrix Private Capital Group LLC | 2,800 | $201.0K | 0.15% | −5−0.2% | Reduced |
| Jump Financial, LLC | 2,807 | $201.5K | 0.01% | +2,807 | New |
| Aigen Investment Management, LP | 2,822 | $202.6K | 0.04% | +2,822 | New |
| Dundas Partners LLP | 2,821 | $203.0K | 0.02% | +319+12.7% | Added |
| Integrated Wealth Concepts LLC | 2,858 | $205.2K | 0.00% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 3,348 | $208.0K | 0.19% | −98−2.8% | Reduced |
| Ostrum Asset Management | 2,906 | $208.6K | 0.02% | −2,998−50.8% | Reduced |
| Davenport & Co LLC | 2,956 | $212.2K | 0.00% | −134−4.3% | Reduced |
| Forum Financial Management, LP | 2,959 | $212.4K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,972 | $213.4K | 0.00% | −385−11.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,978 | $213.8K | 0.02% | +17+0.6% | Added |
| Centiva Capital, LP | 2,979 | $213.9K | 0.01% | +2,979 | New |
| Gilbert & Cook, Inc. | 3,059 | $219.6K | 0.03% | +285+10.3% | Added |