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, Q3 2024
Institutional positions in TransUnion as of Sep 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
- 519
- +54 vs. Q2 2024
- Shares held
- 195.6M
- +11.5M (+6.2%) vs. Q2 2024
- Total value
- $20.4B
- +$6.75B (+49.6%) vs. Q2 2024
- New holders
- 107
- 195 more added
- Sold out
- 53
- 156 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 2 | $210 | 0.00% | +2 | New |
| Claris Advisors, LLC | 6 | $628 | 0.00% | +6 | New |
| Mather Group, LLC. | 7 | $775 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $838 | 0.00% | +8 | New |
| Sachetta, LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.15K | 0.00% | +1+10.0% | Added |
| Tortoise Investment Management, LLC | 14 | $1.47K | 0.00% | −7−33.3% | Reduced |
| Geneos Wealth Management Inc. | 14 | $1.47K | 0.00% | +14 | New |
| Fairman Group, LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $2.20K | 0.00% | +13+162.5% | Added |
| Quent Capital, LLC | 24 | $2.51K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 26 | $2.72K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 27 | $2.83K | 0.00% | +14+107.7% | Added |
| Financial Gravity Companies, Inc. | 29 | $3.04K | 0.00% | +29 | New |
| Steward Partners Investment Advisory, LLC | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $3.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $3.87K | 0.00% | −19−33.9% | Reduced |
| Bell Investment Advisors, Inc | 37 | $3.87K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 37 | $3.87K | 0.00% | +10+37.0% | Added |
| Capital Advisors, Ltd. LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 39 | $4.08K | 0.00% | −106−73.1% | Reduced |
| Tidemark, LLC | 43 | $4.50K | 0.00% | 00.0% | Unchanged |
| Groupama Asset Managment | 54 | $4.54K | 0.00% | +54 | New |
| Central Trust Co | 50 | $5.24K | 0.00% | −120−70.6% | Reduced |
| Golden State Equity Partners | 54 | $5.65K | 0.00% | +54 | New |
| Gilliland Jeter Wealth Management LLC | 55 | $5.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $5.76K | 0.00% | +10+22.2% | Added |
| Webster Bank, N. A. | 56 | $5.86K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 56 | $5.86K | 0.00% | +56 | New |
| JFS Wealth Advisors, LLC | 57 | $5.97K | 0.00% | +3+5.6% | Added |
| Hemington Wealth Management | 67 | $6.00K | 0.00% | +67 | New |
| Atticus Wealth Management, LLC | 61 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 61 | $6.39K | 0.00% | +36+144.0% | Added |
| Global Retirement Partners, LLC | 69 | $7.22K | 0.00% | +22+46.8% | Added |
| HM Payson & Co | 69 | $7.22K | 0.00% | +69 | New |
| EverSource Wealth Advisors, LLC | 73 | $7.64K | 0.00% | +29+65.9% | Added |
| Whittier Trust Co | 81 | $8.48K | 0.00% | −169−67.6% | Reduced |
| TD Private Client Wealth LLC | 84 | $8.79K | 0.00% | +84 | New |
| Ashton Thomas Securities, LLC | 91 | $9.53K | 0.00% | +91 | New |
| Kiely Wealth Advisory Group, Inc. | 99 | $10.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $10.7K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $12.1K | 0.01% | +116 | New |
| Private Trust Co NA | 125 | $13.1K | 0.00% | +25+25.0% | Added |
| SRS Capital Advisors, Inc. | 126 | $13.2K | 0.00% | +29+29.9% | Added |
| Cornerstone Planning Group LLC | 132 | $13.5K | 0.00% | +132 | New |
| Covestor Ltd | 146 | $15.0K | 0.01% | +1+0.7% | Added |
| Skopos Labs, Inc. | 147 | $15.4K | 0.01% | +147 | New |
| Centerpoint Advisors, LLC | 190 | $20.0K | 0.01% | −41−17.7% | Reduced |
| Catalyst Capital Advisors LLC | 199 | $20.8K | 0.00% | +199 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $20.9K | 0.01% | −425−68.0% | Reduced |
| Riverview Trust Co | 218 | $22.8K | 0.02% | +6+2.8% | Added |
| Global X Japan Co., Ltd. | 230 | $24.1K | 0.00% | −92−28.6% | Reduced |
| NBT Bank N A | 231 | $24.2K | 0.00% | +231 | New |
| Versant Capital Management, Inc | 235 | $24.6K | 0.01% | +226+2,511.1% | Added |
| Harbour Investments, Inc. | 242 | $25.3K | 0.00% | +242 | New |
| Venturi Wealth Management, LLC | 242 | $25.3K | 0.00% | +46+23.5% | Added |
| Lazard Asset Management LLC | 250 | $26.0K | 0.00% | +15+6.4% | Added |
| West Oak Capital, LLC | 250 | $26.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 276 | $28.9K | 0.00% | +276 | New |
| Huntington National Bank | 286 | $29.9K | 0.00% | +131+84.5% | Added |
| Parkside Financial Bank & Trust | 317 | $33.2K | 0.00% | +273+620.5% | Added |
| IFP Advisors, Inc | 354 | $37.1K | 0.00% | +165+87.3% | Added |
| SJS Investment Consulting Inc. | 370 | $38.7K | 0.01% | −67−15.3% | Reduced |
| GWM Advisors LLC | 377 | $39.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 410 | $42.9K | 0.00% | −27−6.2% | Reduced |
| DAGCO, Inc. | 450 | $47.1K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 469 | $49.1K | 0.02% | +459+4,590.0% | Added |
| First Horizon Advisors, Inc. | 483 | $50.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 495 | $51.8K | 0.00% | +294+146.3% | Added |
| Farther Finance Advisors, LLC | 519 | $54.3K | 0.00% | −27−4.9% | Reduced |
| International Assets Investment Management, LLC | 5,863 | $56.0K | 0.00% | +5,807+10,369.6% | Added |
| Eagle Bay Advisors LLC | 538 | $56.3K | 0.02% | −27−4.8% | Reduced |
| Smartleaf Asset Management LLC | 569 | $59.1K | 0.01% | +385+209.2% | Added |
| Ci Investments Inc. | 602 | $63.0K | 0.00% | +24+4.2% | Added |
| Quadrant Capital Group LLC | 672 | $70.4K | 0.00% | +6+0.9% | Added |
| Signaturefd, LLC | 788 | $82.5K | 0.00% | +103+15.0% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $83.8K | 0.02% | +600+300.0% | Added |
| Clearstead Advisors, LLC | 809 | $84.7K | 0.00% | +809 | New |
| Parallel Advisors, LLC | 833 | $87.2K | 0.00% | +212+34.1% | Added |
| Ronald Blue Trust, Inc. | 1,253 | $92.9K | 0.00% | +396+46.2% | Added |
| Penserra Capital Management LLC | 913 | $95.0K | 0.00% | −1−0.1% | Reduced |
| National Bank of Canada | 947 | $99.1K | 0.00% | +37+4.1% | Added |
| GAMMA Investing LLC | 956 | $100.1K | 0.01% | +439+84.9% | Added |
| Tower Research Capital LLC (TRC) | 965 | $101.0K | 0.00% | −461−32.3% | Reduced |
| Ridgewood Investments LLC | 1,014 | $106.1K | 0.05% | −2−0.2% | Reduced |
| Natixis Investment Managers International | 1,111 | $116.3K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,200 | $125.6K | 0.00% | −24,244−95.3% | Reduced |
| Capital Performance Advisors LLP | 1,220 | $127.7K | 0.04% | +1,220 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,221 | $127.8K | 0.00% | −934−43.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,255 | $131.0K | 0.01% | +1,255 | New |
| Jones Financial Companies LLLP | 1,294 | $134.5K | 0.00% | +1,187+1,109.3% | Added |
| Western Pacific Wealth Management, LP | 1,382 | $144.7K | 0.10% | +1,382 | New |