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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 1,453 | $152.0K | 0.13% | +1,453 | New |
| Corebridge Financial, Inc. | 1,574 | $164.8K | 0.00% | −52−3.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $167.5K | 0.01% | +1,300+433.3% | Added |
| Spire Wealth Management | 1,810 | $189.5K | 0.01% | −27−1.5% | Reduced |
| Buckingham Strategic Partners | 1,911 | $200.1K | 0.00% | +1,911 | New |
| Schechter Investment Advisors, LLC | 1,921 | $201.1K | 0.01% | +1,921 | New |
| Wealthfront Advisers LLC | 1,922 | $201.2K | 0.00% | +1,922 | New |
| Bridgefront Capital, LLC | 1,942 | $203.3K | 0.08% | +1,942 | New |
| Veriti Management LLC | 1,942 | $203.3K | 0.01% | +1,942 | New |
| Snowden Capital Advisors LLC | 1,954 | $204.6K | 0.01% | +1,954 | New |
| Summit Trail Advisors, LLC | 1,983 | $207.6K | 0.01% | +1,983 | New |
| Caldwell Trust Co | 2,000 | $209.4K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,009 | $210.0K | 0.04% | +2,009 | New |
| Coldstream Capital Management Inc | 2,016 | $210.7K | 0.00% | +2,016 | New |
| Schmidt P J Investment Management Inc | 2,050 | $214.6K | 0.04% | +2,050 | New |
| Abacus Planning Group, Inc. | 2,062 | $215.9K | 0.04% | +2,062 | New |
| Moody Lynn & Lieberson, LLC | 2,068 | $216.5K | 0.01% | +2,068 | New |
| Siemens Fonds Invest GmbH | 2,134 | $223.4K | 0.02% | +2,134 | New |
| Mizuho Markets Americas LLC | 2,189 | $229.2K | 0.01% | +2,189 | New |
| Integrated Wealth Concepts LLC | 2,193 | $229.6K | 0.00% | +2,193 | New |
| Cambridge Investment Research Advisors, Inc. | 2,234 | $234.0K | 0.00% | +2,234 | New |
| Capstone Investment Advisors, LLC | 2,250 | $235.6K | 0.00% | +2,250 | New |
| Abn Amro Investment Solutions | 2,261 | $236.7K | 0.00% | +2,261 | New |
| Ostrum Asset Management | 2,293 | $240.1K | 0.02% | −899−28.2% | Reduced |
| American Trust | 2,312 | $242.1K | 0.02% | +2,312 | New |
| Meeder Advisory Services, Inc. | 2,323 | $243.2K | 0.02% | +2,323 | New |
| One Wealth Advisors, LLC | 2,443 | $255.8K | 0.04% | −37−1.5% | Reduced |
| Prudential PLC | 2,448 | $256.3K | 0.00% | +2,448 | New |
| Basepoint Wealth LLC | 2,493 | $261.0K | 0.19% | −1,005−28.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,503 | $262.0K | 0.00% | −104−4.0% | Reduced |
| J. Safra Sarasin Holding AG | 2,532 | $265.1K | 0.00% | +2,532 | New |
| New Century Financial Group, LLC | 2,562 | $268.2K | 0.10% | +2,562 | New |
| Lion Street Advisors, LLC | 2,571 | $269.2K | 0.09% | +2,571 | New |
| Los Angeles Capital Management LLC | 2,574 | $269.5K | 0.00% | +2,574 | New |
| FFT Wealth Management LLC | 2,632 | $275.6K | 0.02% | +2,632 | New |
| Hennion & Walsh Asset Management, Inc. | 2,678 | $280.4K | 0.01% | −72−2.6% | Reduced |
| Wellspring Financial Advisors, LLC | 2,705 | $283.2K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,725 | $285.3K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,740 | $286.9K | 0.01% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,781 | $291.2K | 0.17% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,856 | $299.0K | 0.15% | −281−9.0% | Reduced |
| Westpac Banking Corp | 2,867 | $300.2K | 0.02% | +287+11.1% | Added |
| Baldwin Brothers Inc | 2,910 | $304.7K | 0.02% | +2,910 | New |
| Metis Global Partners, LLC | 2,954 | $309.3K | 0.01% | +177+6.4% | Added |
| IHT Wealth Management, LLC | 3,049 | $317.4K | 0.01% | +3,049 | New |
| Colony Group, LLC | 3,059 | $320.3K | 0.00% | +3,059 | New |
| V-Square Quantitative Management LLC | 3,063 | $320.7K | 0.05% | +301+10.9% | Added |
| Argent Financial Group, Inc. | 3,100 | $324.6K | 0.04% | +3,100 | New |
| Picton Mahoney Asset Management | 3,140 | $329.0K | 0.01% | −45,388−93.5% | Reduced |
| Forum Financial Management, LP | 3,183 | $333.3K | 0.01% | +10.0% | Added |
| Quest Partners LLC | 3,204 | $335.5K | 0.03% | +1,002+45.5% | Added |
| LifePlan Financial, LLC | 3,304 | $345.9K | 0.30% | −199−5.7% | Reduced |
| Sequoia Financial Advisors, LLC | 3,327 | $348.3K | 0.00% | +3,327 | New |
| Hilltop Holdings Inc. | 3,414 | $357.4K | 0.02% | +3,414 | New |
| Resources Investment Advisors, LLC. | 3,415 | $357.6K | 0.00% | +450+15.2% | Added |
| Yousif Capital Management, LLC | 3,469 | $363.2K | 0.00% | +35+1.0% | Added |
| New York Life Investment Management LLC | 3,473 | $363.6K | 0.00% | −18−0.5% | Reduced |
| Hengehold Capital Management LLC | 3,487 | $365.1K | 0.03% | +396+12.8% | Added |
| Dorsey & Whitney Trust CO LLC | 3,499 | $366.3K | 0.02% | +646+22.6% | Added |
| Old National Bancorp | 3,524 | $369.0K | 0.01% | −1,075−23.4% | Reduced |
| Cadent Capital Advisors, LLC | 3,625 | $379.5K | 0.13% | +10.0% | Added |
| Lido Advisors, LLC | 3,659 | $383.2K | 0.00% | +179+5.1% | Added |
| Toroso Investments, LLC | 3,670 | $384.2K | 0.00% | −11−0.3% | Reduced |
| Larson Financial Group LLC | 3,725 | $390.0K | 0.02% | +1,242+50.0% | Added |
| Vestcor Inc | 3,784 | $396.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,812 | $399.1K | 0.00% | −179−4.5% | Reduced |
| Rakuten Investment Management, Inc. | 3,886 | $403.8K | 0.00% | +867+28.7% | Added |
| MetLife Investment Management | 3,902 | $408.5K | 0.00% | −86−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,092 | $428.5K | 0.01% | +4,092 | New |
| Virtu Financial LLC | 4,245 | $444.0K | 0.02% | +4,245 | New |
| Lindbrook Capital, LLC | 4,260 | $446.0K | 0.04% | +163+4.0% | Added |
| Proequities, Inc. | 4,277 | $447.8K | 0.03% | +4,268+47,422.2% | Added |
| D.B. Root & Company, LLC | 4,284 | $448.5K | 0.15% | +4,284 | New |
| Empowered Funds, LLC | 4,294 | $449.6K | 0.01% | −50−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,329 | $453.2K | 0.02% | +7+0.2% | Added |
| SG Americas Securities, LLC | 4,479 | $469.0K | 0.00% | +4,479 | New |
| CI Private Wealth, LLC | 4,564 | $477.9K | 0.00% | +4,564 | New |
| Atria Wealth Solutions, Inc. | 4,571 | $478.6K | 0.01% | +4,571 | New |
| Park Avenue Securities LLC | 4,684 | $490.0K | 0.01% | +4,684 | New |
| UniSuper Management Pty Ltd | 4,700 | $492.1K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,752 | $508.0K | 0.00% | +418+9.6% | Added |
| Mutual of America Capital Management LLC | 4,862 | $509.1K | 0.01% | −150−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,901 | $513.1K | 0.02% | +4,901 | New |
| Brevan Howard Capital Management LP | 4,976 | $521.0K | 0.03% | +4,976 | New |
| Raymond James Trust N.A. | 5,003 | $523.8K | 0.01% | +1,898+61.1% | Added |
| Altfest L J & Co Inc | 5,048 | $529.0K | 0.07% | +5,048 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,232 | $548.0K | 0.01% | +2,234+74.5% | Added |
| HB Wealth Management, LLC | 5,258 | $550.5K | 0.01% | +212+4.2% | Added |
| Petrus Trust Company, LTA | 5,285 | $553.3K | 0.05% | −1,245−19.1% | Reduced |
| Swiss Life Asset Management Ltd | 5,317 | $556.1K | 0.01% | −1,134−17.6% | Reduced |
| Shell Asset Management Co | 5,328 | $558.0K | 0.02% | +5,328 | New |
| Bank of Montreal | 5,397 | $560.9K | 0.00% | +105+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 5,471 | $572.8K | 0.04% | −18−0.3% | Reduced |
| Dundas Partners LLP | 5,538 | $579.8K | 0.04% | −1,327−19.3% | Reduced |
| Brinker Capital Investments, LLC | 5,675 | $594.2K | 0.01% | +488+9.4% | Added |
| Orion Portfolio Solutions, LLC | 5,675 | $594.2K | 0.01% | +488+9.4% | Added |
| nVerses Capital, LLC | 5,800 | $607.3K | 0.28% | +3,100+114.8% | Added |
| RMR Wealth Builders | 5,895 | $617.2K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,946 | $623.0K | 0.00% | +5,946 | New |
| Ossiam | 5,993 | $627.5K | 0.01% | +80+1.4% | Added |