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 |
|---|---|---|---|---|---|
| Old National Bancorp | 3,809 | $261.7K | 0.01% | +3,809 | New |
| Brandes Investment Partners, LP | 3,783 | $259.9K | 0.00% | +3,783 | New |
| MetLife Investment Management | 3,758 | $258.2K | 0.00% | −72−1.9% | Reduced |
| Raymond James Trust N.A. | 3,742 | $257.1K | 0.01% | +3,742 | New |
| Toroso Investments, LLC | 3,677 | $252.6K | 0.01% | +245+7.1% | Added |
| O'Shaughnessy Asset Management, LLC | 3,654 | $251.1K | 0.00% | −750−17.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,589 | $246.6K | 0.00% | −7,675−68.1% | Reduced |
| Inceptionr LLC | 3,584 | $246.3K | 0.18% | −3,815−51.6% | Reduced |
| KLR Investment Advisors, LLC | 3,537 | $243.0K | 0.18% | +189+5.6% | Added |
| Lido Advisors, LLC | 3,463 | $238.0K | 0.00% | −368−9.6% | Reduced |
| New York Life Investment Management LLC | 3,376 | $232.0K | 0.00% | +404+13.6% | Added |
| Yousif Capital Management, LLC | 3,347 | $230.0K | 0.00% | +40+1.2% | Added |
| Empowered Funds, LLC | 3,279 | $225.3K | 0.01% | +485+17.4% | Added |
| Forum Financial Management, LP | 3,179 | $218.4K | 0.00% | +220+7.4% | Added |
| Wealthsource Partners, LLC | 3,154 | $216.7K | 0.01% | −540−14.6% | Reduced |
| Heritage Trust Co | 3,100 | $213.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,100 | $213.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,083 | $212.0K | 0.02% | +3,083 | New |
| Qsemble Capital Management, LP | 3,051 | $209.6K | 0.05% | −16,749−84.6% | Reduced |
| Integrated Wealth Concepts LLC | 3,001 | $206.2K | 0.00% | +143+5.0% | Added |
| Petrus Trust Company, LTA | 2,997 | $205.9K | 0.02% | +2,997 | New |
| Metis Global Partners, LLC | 2,953 | $202.9K | 0.01% | −3,292−52.7% | Reduced |
| Dundas Partners LLP | 2,821 | $194.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,597 | $178.4K | 0.04% | +842+48.0% | Added |
| Ostrum Asset Management | 2,470 | $169.7K | 0.01% | −436−15.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,432 | $167.1K | 0.00% | −2,842−53.9% | Reduced |
| Concord Wealth Partners | 2,311 | $158.8K | 0.03% | +159+7.4% | Added |
| Spire Wealth Management | 2,234 | $154.0K | 0.01% | −56−2.4% | Reduced |
| Caldwell Trust Co | 2,000 | $137.4K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,949 | $133.9K | 0.00% | +1,949 | New |
| EntryPoint Capital, LLC | 1,737 | $119.3K | 0.11% | +1,737 | New |
| American International Group, Inc. | 1,588 | $109.1K | 0.00% | −41−2.5% | Reduced |
| CWM, LLC | 1,544 | $106.0K | 0.00% | +400+35.0% | Added |
| UniSuper Management Pty Ltd | 1,400 | $96.2K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,253 | $86.1K | 0.01% | +17+1.4% | Added |
| Natixis Investment Managers International | 1,187 | $81.6K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,141 | $78.4K | 0.02% | +769+206.7% | Added |
| Spotlight Asset Group, Inc. | 1,000 | $71.8K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 1,030 | $70.8K | 0.00% | +337+48.6% | Added |
| Eagle Bay Advisors LLC | 971 | $66.7K | 0.04% | −811−45.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 950 | $65.3K | 0.02% | −475−33.3% | Reduced |
| Groupama Asset Managment | 947 | $65.1K | 0.00% | +947 | New |
| Westpac Banking Corp | 908 | $62.4K | 0.01% | +454+100.0% | Added |
| Penserra Capital Management LLC | 869 | $58.0K | 0.00% | −140−13.9% | Reduced |
| Quadrant Capital Group LLC | 805 | $55.3K | 0.00% | +5+0.6% | Added |
| Alta Advisers Ltd | 800 | $55.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 787 | $54.1K | 0.00% | −150−16.0% | Reduced |
| Signaturefd, LLC | 753 | $51.7K | 0.00% | −1,192−61.3% | Reduced |
| National Bank of Canada | 730 | $48.6K | 0.00% | +37+5.3% | Added |
| Gradient Investments LLC | 557 | $38.3K | 0.00% | −171,423−99.7% | Reduced |
| TD Waterhouse Canada Inc. | 601 | $38.2K | 0.00% | +243+67.9% | Added |
| Farther Finance Advisors, LLC | 548 | $37.6K | 0.00% | +235+75.1% | Added |
| Ci Investments Inc. | 538 | $37.0K | 0.00% | −23−4.1% | Reduced |
| Parallel Advisors, LLC | 526 | $36.2K | 0.00% | −177−25.2% | Reduced |
| SYSTM Wealth Solutions LLC | 487 | $33.5K | 0.00% | +487 | New |
| Clearstead Advisors, LLC | 485 | $33.3K | 0.00% | −310−39.0% | Reduced |
| First Horizon Advisors, Inc. | 483 | $33.2K | 0.00% | +9+1.9% | Added |
| Global X Japan Co., Ltd. | 472 | $32.4K | 0.02% | +472 | New |
| GAMMA Investing LLC | 431 | $29.8K | 0.01% | +431 | New |
| GWM Advisors LLC | 377 | $25.9K | 0.00% | −83−18.0% | Reduced |
| Ronald Blue Trust, Inc. | 358 | $25.0K | 0.00% | +46+14.7% | Added |
| Fifth Third Bancorp | 334 | $22.9K | 0.00% | −77−18.7% | Reduced |
| IFP Advisors, Inc | 305 | $21.0K | 0.00% | +5+1.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 295 | $20.3K | 0.00% | +295 | New |
| Tidemark, LLC | 254 | $17.5K | 0.01% | +254 | New |
| 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 |
| Centerpoint Advisors, LLC | 199 | $14.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 200 | $13.7K | 0.01% | +200 | New |
| Oakworth Capital, Inc. | 168 | $11.5K | 0.00% | +168 | New |
| Venturi Wealth Management, LLC | 161 | $11.1K | 0.00% | +6+3.9% | Added |
| Covestor Ltd | 143 | $10.0K | 0.01% | +4+2.9% | Added |
| Private Trust Co NA | 145 | $9.96K | 0.00% | +10+7.4% | Added |
| Larson Financial Group LLC | 144 | $9.89K | 0.00% | +1+0.7% | Added |
| Rakuten Investment Management, Inc. | 139 | $9.62K | 0.00% | +139 | New |
| Huntington National Bank | 140 | $9.62K | 0.00% | −10−6.7% | Reduced |
| Red Tortoise LLC | 134 | $9.21K | 0.01% | +102+318.8% | Added |
| Quarry LP | 133 | $9.14K | 0.00% | +133 | New |
| Kiely Wealth Advisory Group, Inc. | 99 | $6.87K | 0.00% | +99 | New |
| Stephens Consulting, LLC | 97 | $6.67K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 93 | $6.00K | 0.00% | +93 | New |
| Brown Brothers Harriman & Co | 81 | $5.57K | 0.00% | +81 | New |
| Whittier Trust Co | 81 | $5.56K | 0.00% | −2−2.4% | Reduced |
| United Community Bank | 80 | $5.50K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 80 | $5.50K | 0.00% | +80 | New |
| Glassman Wealth Services | 70 | $4.81K | 0.00% | −14−16.7% | Reduced |
| Atticus Wealth Management, LLC | 61 | $4.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $3.85K | 0.00% | −129−69.7% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $3.71K | 0.00% | −40−42.6% | Reduced |
| Barrett & Company, Inc. | 50 | $3.44K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 42 | $2.92K | 0.00% | +42 | New |
| BKM Wealth Management, LLC | 40 | $2.75K | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 39 | $2.68K | 0.00% | +7+21.9% | Added |
| Global Retirement Partners, LLC | 38 | $2.65K | 0.00% | −199−84.0% | Reduced |
| Bell Investment Advisors, Inc | 37 | $2.54K | 0.00% | −33−47.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $1.79K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $1.72K | 0.00% | −311−92.6% | Reduced |