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, Q2 2024
Institutional positions in TransUnion as of Jun 30, 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
- 471
- +44 vs. Q1 2024
- Shares held
- 193.7M
- −4.47M (−2.3%) vs. Q1 2024
- Total value
- $14.3B
- −$1.41B (−9.0%) vs. Q1 2024
- New holders
- 73
- 187 more added
- Sold out
- 29
- 147 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $148 | 0.00% | +2 | New |
| Mather Group, LLC. | 7 | $591 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $594 | 0.00% | +1+14.3% | Added |
| Proequities, Inc. | 9 | $667 | 0.00% | −17−65.4% | Reduced |
| Versant Capital Management, Inc | 9 | $667 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $742 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $742 | 0.00% | +3+42.9% | Added |
| CVA Family Office, LLC | 13 | $964 | 0.00% | +13 | New |
| Sachetta, LLC | 11 | $989 | 0.00% | +11 | New |
| Fairman Group, LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $1.26K | 0.00% | +17 | New |
| Triad Wealth Partners, LLC | 17 | $1.26K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.41K | 0.00% | +4+26.7% | Added |
| Cullen/Frost Bankers, Inc. | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.48K | 0.00% | +20 | New |
| Tortoise Investment Management, LLC | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 23 | $1.71K | 0.00% | +23 | New |
| Quent Capital, LLC | 24 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $2.00K | 0.00% | −4−10.3% | Reduced |
| AdvisorNet Financial, Inc | 27 | $2.00K | 0.00% | +7+35.0% | Added |
| Steward Partners Investment Advisory, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 32 | $2.37K | 0.00% | +32 | New |
| Manchester Capital Management LLC | 33 | $2.45K | 0.00% | +22+200.0% | Added |
| Bell Investment Advisors, Inc | 37 | $2.74K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $2.74K | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 38 | $3.00K | 0.00% | +10+35.7% | Added |
| Tidemark, LLC | 43 | $3.19K | 0.00% | −61−58.7% | Reduced |
| Parkside Financial Bank & Trust | 44 | $3.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $3.34K | 0.00% | +11+32.4% | Added |
| Global Retirement Partners, LLC | 47 | $3.49K | 0.00% | +17+56.7% | Added |
| Sandy Spring Bank | 47 | $3.49K | 0.00% | +47 | New |
| EverSource Wealth Advisors, LLC | 44 | $3.97K | 0.00% | −1−2.2% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 55 | $4.08K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 56 | $4.15K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 56 | $4.15K | 0.00% | +56 | New |
| Financial Network Wealth Advisors LLC | 56 | $4.43K | 0.00% | +56 | New |
| Atticus Wealth Management, LLC | 61 | $4.52K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 80 | $5.93K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 81 | $6.01K | 0.00% | −245−75.2% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $7.19K | 0.00% | +97 | New |
| Private Trust Co NA | 100 | $7.42K | 0.00% | −2−2.0% | Reduced |
| Red Tortoise LLC | 102 | $7.56K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 107 | $7.93K | 0.00% | +107 | New |
| Kiely Wealth Advisory Group, Inc. | 99 | $8.53K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 129 | $9.57K | 0.00% | −71−35.5% | Reduced |
| Meeder Asset Management Inc | 145 | $10.8K | 0.00% | +109+302.8% | Added |
| Covestor Ltd | 145 | $11.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 155 | $11.5K | 0.00% | −13−7.7% | Reduced |
| Oakworth Capital, Inc. | 168 | $12.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 170 | $12.6K | 0.00% | −577−77.2% | Reduced |
| Smartleaf Asset Management LLC | 184 | $13.7K | 0.00% | +159+636.0% | Added |
| IFP Advisors, Inc | 189 | $14.0K | 0.00% | +30+18.9% | Added |
| Venturi Wealth Management, LLC | 196 | $14.5K | 0.00% | +35+21.7% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $14.8K | 0.00% | +200 | New |
| Principal Securities, Inc. | 201 | $14.9K | 0.00% | −94−31.9% | Reduced |
| Riverview Trust Co | 212 | $15.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 235 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 231 | $17.0K | 0.01% | +32+16.1% | Added |
| Unique Wealth Strategies, LLC | 217 | $17.3K | 0.01% | +217 | New |
| FNY Investment Advisers, LLC | 250 | $18.0K | 0.01% | +250 | New |
| Whittier Trust Co | 250 | $18.5K | 0.00% | +169+208.6% | Added |
| West Oak Capital, LLC | 250 | $18.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $22.2K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 306 | $22.7K | 0.01% | +306 | New |
| Global X Japan Co., Ltd. | 322 | $23.9K | 0.00% | −126−28.1% | Reduced |
| GWM Advisors LLC | 377 | $28.0K | 0.00% | −48−11.3% | Reduced |
| Fifth Third Bancorp | 437 | $32.4K | 0.00% | +96+28.2% | Added |
| SJS Investment Consulting Inc. | 437 | $32.4K | 0.01% | −300−40.7% | Reduced |
| DAGCO, Inc. | 450 | $33.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 483 | $35.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 517 | $38.3K | 0.01% | −56−9.8% | Reduced |
| Farther Finance Advisors, LLC | 546 | $39.7K | 0.00% | +60+12.3% | Added |
| Eagle Bay Advisors LLC | 565 | $41.9K | 0.03% | −137−19.5% | Reduced |
| Quarry LP | 574 | $42.6K | 0.02% | +520+963.0% | Added |
| Ci Investments Inc. | 578 | $43.0K | 0.00% | −52−8.3% | Reduced |
| Parallel Advisors, LLC | 621 | $46.0K | 0.00% | −11−1.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 625 | $46.4K | 0.02% | −325−34.2% | Reduced |
| Quadrant Capital Group LLC | 666 | $49.4K | 0.00% | −24−3.5% | Reduced |
| Signaturefd, LLC | 685 | $50.8K | 0.00% | −346−33.6% | Reduced |
| Federated Hermes, Inc. | 705 | $52.3K | 0.00% | −826−54.0% | Reduced |
| Alta Advisers Ltd | 800 | $59.3K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 806 | $59.9K | 0.00% | +806 | New |
| National Bank of Canada | 910 | $66.2K | 0.00% | +166+22.3% | Added |
| Penserra Capital Management LLC | 914 | $68.0K | 0.00% | +18+2.0% | Added |
| Ronald Blue Trust, Inc. | 857 | $68.4K | 0.00% | +523+156.6% | Added |
| Ridgewood Investments LLC | 1,016 | $75.3K | 0.04% | +1,016 | New |
| Natixis Investment Managers International | 1,111 | $82.4K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,300 | $96.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,426 | $105.8K | 0.00% | −4,949−77.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,464 | $108.6K | 0.03% | +123+9.2% | Added |
| Spotlight Asset Group, Inc. | 1,500 | $111.2K | 0.08% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,626 | $120.6K | 0.00% | +1,626 | New |
| Spire Wealth Management | 1,837 | $136.2K | 0.00% | −162−8.1% | Reduced |