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, 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 |
|---|---|---|---|---|---|
| Mizuho Markets Americas LLC | 2,189 | $229.2K | 0.01% | +2,189 | New |
| Siemens Fonds Invest GmbH | 2,134 | $223.4K | 0.02% | +2,134 | New |
| Moody Lynn & Lieberson, LLC | 2,068 | $216.5K | 0.01% | +2,068 | New |
| Abacus Planning Group, Inc. | 2,062 | $215.9K | 0.04% | +2,062 | New |
| Schmidt P J Investment Management Inc | 2,050 | $214.6K | 0.04% | +2,050 | New |
| Coldstream Capital Management Inc | 2,016 | $210.7K | 0.00% | +2,016 | New |
| Cigna Investments Inc | 2,009 | $210.0K | 0.04% | +2,009 | New |
| Caldwell Trust Co | 2,000 | $209.4K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,983 | $207.6K | 0.01% | +1,983 | New |
| Snowden Capital Advisors LLC | 1,954 | $204.6K | 0.01% | +1,954 | 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 |
| Wealthfront Advisers LLC | 1,922 | $201.2K | 0.00% | +1,922 | New |
| Schechter Investment Advisors, LLC | 1,921 | $201.1K | 0.01% | +1,921 | New |
| Buckingham Strategic Partners | 1,911 | $200.1K | 0.00% | +1,911 | New |
| Spire Wealth Management | 1,810 | $189.5K | 0.01% | −27−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $167.5K | 0.01% | +1,300+433.3% | Added |
| Corebridge Financial, Inc. | 1,574 | $164.8K | 0.00% | −52−3.2% | Reduced |
| Amica Retiree Medical Trust | 1,453 | $152.0K | 0.13% | +1,453 | New |
| Western Pacific Wealth Management, LP | 1,382 | $144.7K | 0.10% | +1,382 | New |
| Jones Financial Companies LLLP | 1,294 | $134.5K | 0.00% | +1,187+1,109.3% | Added |
| Harvest Fund Management Co., Ltd | 1,255 | $131.0K | 0.01% | +1,255 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,221 | $127.8K | 0.00% | −934−43.3% | Reduced |
| Capital Performance Advisors LLP | 1,220 | $127.7K | 0.04% | +1,220 | New |
| Canada Pension Plan Investment Board | 1,200 | $125.6K | 0.00% | −24,244−95.3% | Reduced |
| Natixis Investment Managers International | 1,111 | $116.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,014 | $106.1K | 0.05% | −2−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 965 | $101.0K | 0.00% | −461−32.3% | Reduced |
| GAMMA Investing LLC | 956 | $100.1K | 0.01% | +439+84.9% | Added |
| National Bank of Canada | 947 | $99.1K | 0.00% | +37+4.1% | Added |
| Penserra Capital Management LLC | 913 | $95.0K | 0.00% | −1−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,253 | $92.9K | 0.00% | +396+46.2% | Added |
| Parallel Advisors, LLC | 833 | $87.2K | 0.00% | +212+34.1% | Added |
| Clearstead Advisors, LLC | 809 | $84.7K | 0.00% | +809 | New |
| Catalyst Funds Management Pty Ltd | 800 | $83.8K | 0.02% | +600+300.0% | Added |
| Signaturefd, LLC | 788 | $82.5K | 0.00% | +103+15.0% | Added |
| Quadrant Capital Group LLC | 672 | $70.4K | 0.00% | +6+0.9% | Added |
| Ci Investments Inc. | 602 | $63.0K | 0.00% | +24+4.2% | Added |
| Smartleaf Asset Management LLC | 569 | $59.1K | 0.01% | +385+209.2% | Added |
| Eagle Bay Advisors LLC | 538 | $56.3K | 0.02% | −27−4.8% | Reduced |
| International Assets Investment Management, LLC | 5,863 | $56.0K | 0.00% | +5,807+10,369.6% | Added |
| Farther Finance Advisors, LLC | 519 | $54.3K | 0.00% | −27−4.9% | Reduced |
| Principal Securities, Inc. | 495 | $51.8K | 0.00% | +294+146.3% | Added |
| First Horizon Advisors, Inc. | 483 | $50.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 469 | $49.1K | 0.02% | +459+4,590.0% | Added |
| DAGCO, Inc. | 450 | $47.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 410 | $42.9K | 0.00% | −27−6.2% | Reduced |
| GWM Advisors LLC | 377 | $39.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 370 | $38.7K | 0.01% | −67−15.3% | Reduced |
| IFP Advisors, Inc | 354 | $37.1K | 0.00% | +165+87.3% | Added |
| Parkside Financial Bank & Trust | 317 | $33.2K | 0.00% | +273+620.5% | Added |
| Huntington National Bank | 286 | $29.9K | 0.00% | +131+84.5% | Added |
| Leonteq Securities AG | 276 | $28.9K | 0.00% | +276 | New |
| West Oak Capital, LLC | 250 | $26.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 250 | $26.0K | 0.00% | +15+6.4% | Added |
| Venturi Wealth Management, LLC | 242 | $25.3K | 0.00% | +46+23.5% | Added |
| Harbour Investments, Inc. | 242 | $25.3K | 0.00% | +242 | New |
| Versant Capital Management, Inc | 235 | $24.6K | 0.01% | +226+2,511.1% | Added |
| NBT Bank N A | 231 | $24.2K | 0.00% | +231 | New |
| Global X Japan Co., Ltd. | 230 | $24.1K | 0.00% | −92−28.6% | Reduced |
| Riverview Trust Co | 218 | $22.8K | 0.02% | +6+2.8% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $20.9K | 0.01% | −425−68.0% | Reduced |
| Catalyst Capital Advisors LLC | 199 | $20.8K | 0.00% | +199 | New |
| Centerpoint Advisors, LLC | 190 | $20.0K | 0.01% | −41−17.7% | Reduced |
| Skopos Labs, Inc. | 147 | $15.4K | 0.01% | +147 | New |
| Covestor Ltd | 146 | $15.0K | 0.01% | +1+0.7% | Added |
| Cornerstone Planning Group LLC | 132 | $13.5K | 0.00% | +132 | New |
| SRS Capital Advisors, Inc. | 126 | $13.2K | 0.00% | +29+29.9% | Added |
| Private Trust Co NA | 125 | $13.1K | 0.00% | +25+25.0% | Added |
| Gables Capital Management Inc. | 116 | $12.1K | 0.01% | +116 | New |
| Red Tortoise LLC | 102 | $10.7K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 99 | $10.2K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 91 | $9.53K | 0.00% | +91 | New |
| TD Private Client Wealth LLC | 84 | $8.79K | 0.00% | +84 | New |
| Whittier Trust Co | 81 | $8.48K | 0.00% | −169−67.6% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $7.64K | 0.00% | +29+65.9% | Added |
| HM Payson & Co | 69 | $7.22K | 0.00% | +69 | New |
| Global Retirement Partners, LLC | 69 | $7.22K | 0.00% | +22+46.8% | Added |
| 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 |
| Hemington Wealth Management | 67 | $6.00K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 57 | $5.97K | 0.00% | +3+5.6% | Added |
| Webster Bank, N. A. | 56 | $5.86K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 56 | $5.86K | 0.00% | +56 | 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 |
| Golden State Equity Partners | 54 | $5.65K | 0.00% | +54 | New |
| Central Trust Co | 50 | $5.24K | 0.00% | −120−70.6% | Reduced |
| Groupama Asset Managment | 54 | $4.54K | 0.00% | +54 | New |
| Tidemark, LLC | 43 | $4.50K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 39 | $4.08K | 0.00% | −106−73.1% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $4.00K | 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 |
| Manchester Capital Management LLC | 33 | $3.46K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $3.14K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 29 | $3.04K | 0.00% | +29 | New |
| CVA Family Office, LLC | 27 | $2.83K | 0.00% | +14+107.7% | Added |
| West Paces Advisors Inc. | 26 | $2.72K | 0.00% | 00.0% | Unchanged |