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 2024
Institutional positions in TransUnion as of Mar 31, 2024. 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
- 434
- +19 vs. Q4 2023
- Shares held
- 198.7M
- +3.38M (+1.7%) vs. Q4 2023
- Total value
- $15.8B
- +$2.29B (+16.9%) vs. Q4 2023
- New holders
- 62
- 154 more added
- Sold out
- 43
- 171 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $80 | 0.00% | +1 | New |
| Mather Group, LLC. | 7 | $508 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $559 | 0.00% | +3+75.0% | Added |
| MV Capital Management, Inc. | 7 | $559 | 0.00% | +4+133.3% | Added |
| Versant Capital Management, Inc | 9 | $718 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $798 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $878 | 0.00% | +5+83.3% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.36K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 19 | $1.52K | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 20 | $1.60K | 0.00% | −19−48.7% | Reduced |
| Raleigh Capital Management Inc. | 20 | $1.60K | 0.00% | −1−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $1.68K | 0.00% | +21 | New |
| Quent Capital, LLC | 24 | $1.92K | 0.00% | +6+33.3% | Added |
| Smartleaf Asset Management LLC | 25 | $1.96K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $2.07K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 26 | $2.08K | 0.00% | +26 | New |
| Hexagon Capital Partners LLC | 28 | $2.23K | 0.00% | +28 | New |
| Global Retirement Partners, LLC | 30 | $2.39K | 0.00% | −8−21.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 30 | $2.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $2.71K | 0.00% | +9+36.0% | Added |
| Meeder Asset Management Inc | 36 | $2.87K | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 37 | $2.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $3.00K | 0.00% | +10+34.5% | Added |
| EverSource Wealth Advisors, LLC | 45 | $3.29K | 0.00% | +43+2,150.0% | Added |
| Wetzel Investment Advisors, Inc. | 50 | $3.35K | 0.00% | −43−46.2% | Reduced |
| Parkside Financial Bank & Trust | 44 | $3.51K | 0.00% | −12−21.4% | Reduced |
| Quarry LP | 54 | $4.31K | 0.00% | −79−59.4% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $4.31K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 55 | $4.39K | 0.00% | +55 | New |
| Webster Bank, N. A. | 56 | $4.47K | 0.00% | +56 | New |
| Atticus Wealth Management, LLC | 61 | $4.87K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 80 | $6.38K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 81 | $6.46K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 99 | $7.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 102 | $8.14K | 0.00% | −43−29.7% | Reduced |
| Red Tortoise LLC | 102 | $8.14K | 0.00% | −32−23.9% | Reduced |
| Tidemark, LLC | 104 | $8.30K | 0.00% | −150−59.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 146 | $11.7K | 0.00% | −4,007−96.5% | Reduced |
| Covestor Ltd | 145 | $12.0K | 0.01% | +2+1.4% | Added |
| IFP Advisors, Inc | 159 | $12.7K | 0.00% | −146−47.9% | Reduced |
| Venturi Wealth Management, LLC | 161 | $12.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 168 | $13.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 168 | $13.4K | 0.00% | +28+20.0% | Added |
| RFP Financial Group LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 199 | $16.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 212 | $16.9K | 0.01% | +212 | New |
| Lazard Asset Management LLC | 235 | $18.0K | 0.00% | −15−6.0% | Reduced |
| West Oak Capital, LLC | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 268 | $21.4K | 0.00% | +268 | New |
| Principal Securities, Inc. | 295 | $23.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $23.9K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 326 | $26.0K | 0.00% | −231−41.5% | Reduced |
| Ronald Blue Trust, Inc. | 334 | $26.7K | 0.00% | −24−6.7% | Reduced |
| Fifth Third Bancorp | 341 | $27.2K | 0.00% | +7+2.1% | Added |
| TD Waterhouse Canada Inc. | 376 | $29.3K | 0.00% | −225−37.4% | Reduced |
| GWM Advisors LLC | 425 | $33.9K | 0.00% | +48+12.7% | Added |
| Global X Japan Co., Ltd. | 448 | $35.8K | 0.01% | −24−5.1% | Reduced |
| DAGCO, Inc. | 450 | $35.9K | 0.02% | +450 | New |
| SYSTM Wealth Solutions LLC | 462 | $36.9K | 0.00% | −25−5.1% | Reduced |
| Farther Finance Advisors, LLC | 486 | $38.4K | 0.00% | −62−11.3% | Reduced |
| First Horizon Advisors, Inc. | 483 | $38.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 486 | $38.8K | 0.00% | +342+237.5% | Added |
| Westpac Banking Corp | 506 | $40.4K | 0.00% | −402−44.3% | Reduced |
| GAMMA Investing LLC | 573 | $45.7K | 0.01% | +142+32.9% | Added |
| Ci Investments Inc. | 630 | $50.0K | 0.00% | +92+17.1% | Added |
| Parallel Advisors, LLC | 632 | $50.4K | 0.00% | +106+20.2% | Added |
| Quadrant Capital Group LLC | 690 | $55.1K | 0.00% | −115−14.3% | Reduced |
| Eagle Bay Advisors LLC | 702 | $56.0K | 0.04% | −269−27.7% | Reduced |
| National Bank of Canada | 744 | $58.0K | 0.00% | +14+1.9% | Added |
| SJS Investment Consulting Inc. | 737 | $58.8K | 0.01% | +720+4,235.3% | Added |
| Central Trust Co | 747 | $59.6K | 0.00% | −40−5.1% | Reduced |
| Groupama Asset Managment | 777 | $62.0K | 0.00% | −170−18.0% | Reduced |
| Alta Advisers Ltd | 800 | $63.8K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 844 | $67.4K | 0.01% | +844 | New |
| Penserra Capital Management LLC | 896 | $70.0K | 0.00% | +27+3.1% | Added |
| Brown, Lisle/Cummings, Inc. | 950 | $75.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,031 | $82.3K | 0.00% | +278+36.9% | Added |
| Natixis Investment Managers International | 1,111 | $88.7K | 0.01% | −76−6.4% | Reduced |
| Headlands Technologies LLC | 1,211 | $96.6K | 0.02% | +70+6.1% | Added |
| Northwest & Ethical Investments L.P. | 1,300 | $103.7K | 0.00% | +1,300 | New |
| Assetmark, Inc | 1,333 | $106.4K | 0.00% | +303+29.4% | Added |
| Opal Wealth Advisors, LLC | 1,341 | $107.0K | 0.04% | +1,341 | New |
| Spotlight Asset Group, Inc. | 1,500 | $119.7K | 0.09% | +500+50.0% | Added |
| Federated Hermes, Inc. | 1,531 | $122.2K | 0.00% | −418−21.4% | Reduced |
| American International Group, Inc. | 1,591 | $127.0K | 0.00% | +3+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,622 | $129.4K | 0.00% | +1,622 | New |
| CWM, LLC | 1,675 | $134.0K | 0.00% | +131+8.5% | Added |
| Rakuten Investment Management, Inc. | 1,958 | $156.2K | 0.00% | +1,819+1,308.6% | Added |
| Spire Wealth Management | 1,999 | $159.5K | 0.00% | −235−10.5% | Reduced |
| Caldwell Trust Co | 2,000 | $159.6K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,135 | $170.0K | 0.02% | −3,675−63.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,333 | $186.1K | 0.00% | −99−4.1% | Reduced |
| Walleye Trading LLC | 2,427 | $193.7K | 0.00% | −31,203−92.8% | Reduced |
| V-Square Quantitative Management LLC | 2,597 | $207.2K | 0.03% | 00.0% | Unchanged |