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, 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 |
|---|---|---|---|---|---|
| Innealta Capital, LLC | 306 | $22.7K | 0.01% | +306 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $22.2K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $18.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 250 | $18.5K | 0.00% | +169+208.6% | Added |
| FNY Investment Advisers, LLC | 250 | $18.0K | 0.01% | +250 | New |
| Unique Wealth Strategies, LLC | 217 | $17.3K | 0.01% | +217 | New |
| Lazard Asset Management LLC | 235 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 231 | $17.0K | 0.01% | +32+16.1% | Added |
| Riverview Trust Co | 212 | $15.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 201 | $14.9K | 0.00% | −94−31.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $14.8K | 0.00% | +200 | New |
| Venturi Wealth Management, LLC | 196 | $14.5K | 0.00% | +35+21.7% | Added |
| IFP Advisors, Inc | 189 | $14.0K | 0.00% | +30+18.9% | Added |
| Smartleaf Asset Management LLC | 184 | $13.7K | 0.00% | +159+636.0% | Added |
| Central Trust Co | 170 | $12.6K | 0.00% | −577−77.2% | Reduced |
| Oakworth Capital, Inc. | 168 | $12.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 155 | $11.5K | 0.00% | −13−7.7% | Reduced |
| Covestor Ltd | 145 | $11.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 145 | $10.8K | 0.00% | +109+302.8% | Added |
| RFP Financial Group LLC | 129 | $9.57K | 0.00% | −71−35.5% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 99 | $8.53K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 107 | $7.93K | 0.00% | +107 | New |
| Red Tortoise LLC | 102 | $7.56K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $7.42K | 0.00% | −2−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $7.19K | 0.00% | +97 | New |
| Gradient Investments LLC | 81 | $6.01K | 0.00% | −245−75.2% | Reduced |
| United Community Bank | 80 | $5.93K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 61 | $4.52K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 56 | $4.43K | 0.00% | +56 | New |
| Webster Bank, N. A. | 56 | $4.15K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 56 | $4.15K | 0.00% | +56 | New |
| Gilliland Jeter Wealth Management LLC | 55 | $4.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $3.97K | 0.00% | −1−2.2% | Reduced |
| Global Retirement Partners, LLC | 47 | $3.49K | 0.00% | +17+56.7% | Added |
| Sandy Spring Bank | 47 | $3.49K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 45 | $3.34K | 0.00% | +11+32.4% | Added |
| Parkside Financial Bank & Trust | 44 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 43 | $3.19K | 0.00% | −61−58.7% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $3.00K | 0.00% | +10+35.7% | Added |
| Bell Investment Advisors, Inc | 37 | $2.74K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $2.74K | 0.00% | +37 | New |
| Manchester Capital Management LLC | 33 | $2.45K | 0.00% | +22+200.0% | Added |
| Castleview Partners, LLC | 32 | $2.37K | 0.00% | +32 | New |
| Steward Partners Investment Advisory, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.00K | 0.00% | +7+35.0% | Added |
| Valley National Advisers Inc | 35 | $2.00K | 0.00% | −4−10.3% | Reduced |
| West Paces Advisors Inc. | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $1.85K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $1.78K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 23 | $1.71K | 0.00% | +23 | New |
| Tortoise Investment Management, LLC | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| 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 |
| DiNuzzo Private Wealth, Inc. | 19 | $1.41K | 0.00% | +4+26.7% | Added |
| 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 |
| Fairman Group, LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $989 | 0.00% | +11 | New |
| CVA Family Office, LLC | 13 | $964 | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 10 | $742 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $742 | 0.00% | +3+42.9% | Added |
| Proequities, Inc. | 9 | $667 | 0.00% | −17−65.4% | Reduced |
| Versant Capital Management, Inc | 9 | $667 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $594 | 0.00% | +1+14.3% | Added |
| Mather Group, LLC. | 7 | $591 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $148 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Unisphere Establishment | 0 | $0 | 0.00% | −1,669,500−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −1,098,414−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −296,707−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −93,979−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −18,745−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −13,302−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,080−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,269−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −6,343−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |