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 10 sales; 522 institutions reported holding it in 13F filings for Q2 2026, worth $16.1B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in TransUnion as of Dec 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
- 418
- −4 vs. Q3 2023
- Shares held
- 195.3M
- +2.91M (+1.5%) vs. Q3 2023
- Total value
- $13.5B
- −$308.4M (−2.2%) vs. Q3 2023
- New holders
- 68
- 152 more added
- Sold out
- 72
- 165 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| EverSource Wealth Advisors, LLC | 2 | $137 | 0.00% | −562−99.6% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $207 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $207 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $275 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $413 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 9 | $618 | 0.00% | −8−47.1% | Reduced |
| Private Wealth Management Group, LLC | 10 | $688 | 0.00% | +10 | New |
| Valley National Advisers Inc | 29 | $1.00K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.03K | 0.00% | +15 | New |
| Fairman Group, LLC | 15 | $1.03K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.17K | 0.00% | −10−37.0% | Reduced |
| Quent Capital, LLC | 18 | $1.24K | 0.00% | +18 | New |
| Cullen/Frost Bankers, Inc. | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 21 | $1.44K | 0.00% | +10+90.9% | Added |
| Massmutual Trust Co FSB | 25 | $1.72K | 0.00% | −311−92.6% | Reduced |
| Bruce G. Allen Investments, LLC | 25 | $1.72K | 0.00% | +25 | New |
| Proequities, Inc. | 26 | $1.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $2.54K | 0.00% | −33−47.1% | Reduced |
| Global Retirement Partners, LLC | 38 | $2.65K | 0.00% | −199−84.0% | Reduced |
| AdvisorNet Financial, Inc | 39 | $2.68K | 0.00% | +7+21.9% | Added |
| BKM Wealth Management, LLC | 40 | $2.75K | 0.00% | +40 | New |
| Advisory Services Network, LLC | 42 | $2.92K | 0.00% | +42 | New |
| Barrett & Company, Inc. | 50 | $3.44K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $3.71K | 0.00% | −40−42.6% | Reduced |
| Parkside Financial Bank & Trust | 56 | $3.85K | 0.00% | −129−69.7% | Reduced |
| Atticus Wealth Management, LLC | 61 | $4.19K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 70 | $4.81K | 0.00% | −14−16.7% | Reduced |
| United Community Bank | 80 | $5.50K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 80 | $5.50K | 0.00% | +80 | New |
| Whittier Trust Co | 81 | $5.56K | 0.00% | −2−2.4% | Reduced |
| Brown Brothers Harriman & Co | 81 | $5.57K | 0.00% | +81 | New |
| Wetzel Investment Advisors, Inc. | 93 | $6.00K | 0.00% | +93 | New |
| Stephens Consulting, LLC | 97 | $6.67K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 99 | $6.87K | 0.00% | +99 | New |
| Quarry LP | 133 | $9.14K | 0.00% | +133 | New |
| Red Tortoise LLC | 134 | $9.21K | 0.01% | +102+318.8% | Added |
| Huntington National Bank | 140 | $9.62K | 0.00% | −10−6.7% | Reduced |
| Rakuten Investment Management, Inc. | 139 | $9.62K | 0.00% | +139 | New |
| Larson Financial Group LLC | 144 | $9.89K | 0.00% | +1+0.7% | Added |
| Private Trust Co NA | 145 | $9.96K | 0.00% | +10+7.4% | Added |
| Covestor Ltd | 143 | $10.0K | 0.01% | +4+2.9% | Added |
| Venturi Wealth Management, LLC | 161 | $11.1K | 0.00% | +6+3.9% | Added |
| Oakworth Capital, Inc. | 168 | $11.5K | 0.00% | +168 | New |
| RFP Financial Group LLC | 200 | $13.7K | 0.01% | +200 | New |
| Centerpoint Advisors, LLC | 199 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $17.0K | 0.01% | −75−23.1% | Reduced |
| Lazard Asset Management LLC | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 254 | $17.5K | 0.01% | +254 | New |
| Principal Securities, Inc. | 295 | $20.3K | 0.00% | +295 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 305 | $21.0K | 0.00% | +5+1.7% | Added |
| Fifth Third Bancorp | 334 | $22.9K | 0.00% | −77−18.7% | Reduced |
| Ronald Blue Trust, Inc. | 358 | $25.0K | 0.00% | +46+14.7% | Added |
| GWM Advisors LLC | 377 | $25.9K | 0.00% | −83−18.0% | Reduced |
| GAMMA Investing LLC | 431 | $29.8K | 0.01% | +431 | New |
| Global X Japan Co., Ltd. | 472 | $32.4K | 0.02% | +472 | New |
| First Horizon Advisors, Inc. | 483 | $33.2K | 0.00% | +9+1.9% | Added |
| Clearstead Advisors, LLC | 485 | $33.3K | 0.00% | −310−39.0% | Reduced |
| SYSTM Wealth Solutions LLC | 487 | $33.5K | 0.00% | +487 | New |
| Parallel Advisors, LLC | 526 | $36.2K | 0.00% | −177−25.2% | Reduced |
| Ci Investments Inc. | 538 | $37.0K | 0.00% | −23−4.1% | Reduced |
| Farther Finance Advisors, LLC | 548 | $37.6K | 0.00% | +235+75.1% | Added |
| TD Waterhouse Canada Inc. | 601 | $38.2K | 0.00% | +243+67.9% | Added |
| Gradient Investments LLC | 557 | $38.3K | 0.00% | −171,423−99.7% | Reduced |
| National Bank of Canada | 730 | $48.6K | 0.00% | +37+5.3% | Added |
| Signaturefd, LLC | 753 | $51.7K | 0.00% | −1,192−61.3% | Reduced |
| Central Trust Co | 787 | $54.1K | 0.00% | −150−16.0% | Reduced |
| Alta Advisers Ltd | 800 | $55.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 805 | $55.3K | 0.00% | +5+0.6% | Added |
| Penserra Capital Management LLC | 869 | $58.0K | 0.00% | −140−13.9% | Reduced |
| Westpac Banking Corp | 908 | $62.4K | 0.01% | +454+100.0% | Added |
| Groupama Asset Managment | 947 | $65.1K | 0.00% | +947 | New |
| Brown, Lisle/Cummings, Inc. | 950 | $65.3K | 0.02% | −475−33.3% | Reduced |
| Eagle Bay Advisors LLC | 971 | $66.7K | 0.04% | −811−45.5% | Reduced |
| Assetmark, Inc | 1,030 | $70.8K | 0.00% | +337+48.6% | Added |
| Spotlight Asset Group, Inc. | 1,000 | $71.8K | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,141 | $78.4K | 0.02% | +769+206.7% | Added |
| Natixis Investment Managers International | 1,187 | $81.6K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,253 | $86.1K | 0.01% | +17+1.4% | Added |
| UniSuper Management Pty Ltd | 1,400 | $96.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,544 | $106.0K | 0.00% | +400+35.0% | Added |
| American International Group, Inc. | 1,588 | $109.1K | 0.00% | −41−2.5% | Reduced |
| EntryPoint Capital, LLC | 1,737 | $119.3K | 0.11% | +1,737 | New |
| Federated Hermes, Inc. | 1,949 | $133.9K | 0.00% | +1,949 | New |
| Caldwell Trust Co | 2,000 | $137.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,234 | $154.0K | 0.01% | −56−2.4% | Reduced |
| Concord Wealth Partners | 2,311 | $158.8K | 0.03% | +159+7.4% | Added |
| The PNC Financial Services Group, Inc. | 2,432 | $167.1K | 0.00% | −2,842−53.9% | Reduced |
| Ostrum Asset Management | 2,470 | $169.7K | 0.01% | −436−15.0% | Reduced |
| V-Square Quantitative Management LLC | 2,597 | $178.4K | 0.04% | +842+48.0% | Added |
| Dundas Partners LLP | 2,821 | $194.0K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,953 | $202.9K | 0.01% | −3,292−52.7% | Reduced |
| Petrus Trust Company, LTA | 2,997 | $205.9K | 0.02% | +2,997 | New |
| Integrated Wealth Concepts LLC | 3,001 | $206.2K | 0.00% | +143+5.0% | Added |
| Qsemble Capital Management, LP | 3,051 | $209.6K | 0.05% | −16,749−84.6% | Reduced |