Skip to main content

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, Q4 2024

Institutional positions in TransUnion as of Dec 31, 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
562
+51 vs. Q3 2024
Shares held
191.9M
−3.30M (−1.7%) vs. Q3 2024
Total value
$17.8B
−$2.56B (−12.6%) vs. Q3 2024
New holders
109
196 more added
Sold out
58
202 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 562 institutions
Q1 2021: 438 institutionsQ2 2021: 440 institutionsQ3 2021: 451 institutionsQ4 2021: 471 institutionsQ1 2022: 459 institutionsQ2 2022: 431 institutionsQ3 2022: 425 institutionsQ4 2022: 399 institutionsQ1 2023: 394 institutionsQ2 2023: 422 institutionsQ3 2023: 426 institutionsQ4 2023: 418 institutionsQ1 2024: 434 institutionsQ2 2024: 471 institutionsQ3 2024: 519 institutionsQ4 2024: 562 institutionsQ1 2025: 548 institutionsQ2 2025: 545 institutionsQ3 2025: 561 institutionsQ4 2025: 587 institutionsQ1 2026: 564 institutionsQ2 2026: 522 institutions
Value heldQ4 2024: $17.8B
Q1 2021: $16.7BQ2 2021: $20.4BQ3 2021: $21.0BQ4 2021: $22.1BQ1 2022: $19.3BQ2 2022: $15.1BQ3 2022: $11.0BQ4 2022: $10.7BQ1 2023: $11.7BQ2 2023: $15.4BQ3 2023: $13.8BQ4 2023: $13.5BQ1 2024: $15.8BQ2 2024: $14.3BQ3 2024: $20.4BQ4 2024: $17.8BQ1 2025: $16.1BQ2 2025: $17.4BQ3 2025: $17.7BQ4 2025: $17.6BQ1 2026: $15.5BQ2 2026: $16.1B
Institutions holding TRU and their total value by quarter
QuarterHoldersValue
Q2 2026522$16.1B
Q1 2026564$15.5B
Q4 2025587$17.6B
Q3 2025561$17.7B
Q2 2025545$17.4B
Q1 2025548$16.1B
Q4 2024562$17.8B
Q3 2024519$20.4B
Q2 2024471$14.3B
Q1 2024434$15.8B
Q4 2023418$13.5B
Q3 2023426$13.8B
Q2 2023422$15.4B
Q1 2023394$11.7B
Q4 2022399$10.7B
Q3 2022425$11.0B
Q2 2022431$15.1B
Q1 2022459$19.3B
Q4 2021471$22.1B
Q3 2021451$21.0B
Q2 2021440$20.4B
Q1 2021438$16.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q3 2024.

Institutions holding TRU in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MAI Capital Management1$930.00%+1New
Hexagon Capital Partners LLC1$930.00%+1New
Rothschild Investment LLC3$2780.00%−5−62.5%Reduced
Kohmann Bosshard Financial Services, LLC3$2780.00%+3New
Winnow Wealth LLC4$3170.00%+4New
Parkworth Wealth Management, Inc.4$3710.00%+4New
Principia Wealth Advisory, LLC5$4640.00%+5New
WealthTrak Capital Management LLC5$4640.00%+5New
WPG Advisers, LLC5$4640.00%+5New
Global Financial Private Client, LLC6$5560.00%+6New
Fairman Group, LLC7$6490.00%−8−53.3%Reduced
Mather Group, LLC.7$6860.00%00.0%Unchanged
HHM Wealth Advisors, LLC9$8350.00%+9New
Aventura Private Wealth, LLC10$9270.00%+10New
Sachetta, LLC11$1.02K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$1.02K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC11$1.02K0.00%+11New
Mattson Financial Services, LLC10$1.05K0.00%−13−56.5%Reduced
CVA Family Office, LLC12$1.11K0.00%−15−55.6%Reduced
Tortoise Investment Management, LLC14$1.30K0.00%00.0%Unchanged
AdvisorNet Financial, Inc15$1.39K0.00%−22−59.5%Reduced
Raleigh Capital Management Inc.15$1.39K0.00%−5−25.0%Reduced
Reyes Financial Architecture, Inc.15$1.39K0.00%+15New
Raffa Wealth Management, LLC17$1.58K0.00%00.0%Unchanged
Tucker Asset Management LLC17$1.58K0.00%00.0%Unchanged
MV Capital Management, Inc.18$1.67K0.00%−3−14.3%Reduced
Evelyn Partners Investment Management Services Ltd21$1.95K0.00%+21New
Geneos Wealth Management Inc.22$2.04K0.00%+8+57.1%Added
Quent Capital, LLC24$2.23K0.00%00.0%Unchanged
SBI Securities Co., Ltd.24$2.23K0.00%+24New
West Paces Advisors Inc.26$2.41K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.28$2.60K0.00%+9+47.4%Added
Financial Gravity Companies, Inc.29$2.69K0.00%00.0%Unchanged
Manchester Capital Management LLC33$3.06K0.00%00.0%Unchanged
True Wealth Design, LLC39$3.62K0.00%−430−91.7%Reduced
Bell Investment Advisors, Inc42$3.89K0.00%+5+13.5%Added
Tidemark, LLC43$3.99K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC38$4.00K0.00%00.0%Unchanged
Central Trust Co45$4.17K0.00%−5−10.0%Reduced
Webster Bank, N. A.56$5.19K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.57$5.28K0.00%+1+1.8%Added
Bruce G. Allen Investments, LLC61$5.66K0.00%00.0%Unchanged
Atticus Wealth Management, LLC61$5.66K0.00%00.0%Unchanged
Global Retirement Partners, LLC77$7.14K0.00%+8+11.6%Added
Bayforest Capital Ltd77$7.14K0.01%+77New
Whittier Trust Co81$7.51K0.00%00.0%Unchanged
Point72 (DIFC) Ltd84$7.75K0.00%+84New
Evelyn Partners Investment Management LLP98$9.09K0.00%+98New
Sandy Spring Bank99$9.18K0.00%+99New
Kiely Wealth Advisory Group, Inc.99$9.37K0.01%00.0%Unchanged
Red Tortoise LLC102$9.46K0.00%00.0%Unchanged
Holos Integrated Wealth LLC102$9.46K0.01%+102New
Hemington Wealth Management114$10.0K0.00%+47+70.1%Added
JFS Wealth Advisors, LLC108$10.0K0.00%+51+89.5%Added
Human Investing LLC113$10.5K0.00%+113New
Massmutual Trust Co FSB115$10.7K0.00%+60+109.1%Added
Gables Capital Management Inc.116$10.8K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC119$11.0K0.00%+46+63.0%Added
SRS Capital Advisors, Inc.138$12.8K0.00%+12+9.5%Added
Covestor Ltd136$13.0K0.01%−10−6.8%Reduced
Exchange Traded Concepts, LLC149$13.8K0.00%+149New
Clearstead Advisors, LLC152$14.1K0.00%−657−81.2%Reduced
Meeder Asset Management Inc155$14.4K0.00%+116+297.4%Added
Colonial Trust Co157$14.6K0.00%+157New
Skopos Labs, Inc.172$15.9K0.00%+25+17.0%Added
Steward Partners Investment Advisory, LLC184$17.1K0.00%+154+513.3%Added
Private Trust Co NA188$17.4K0.00%+63+50.4%Added
Centerpoint Advisors, LLC190$18.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC194$19.0K0.00%+62+47.0%Added
Fifth Third Bancorp206$19.1K0.00%−204−49.8%Reduced
Parkside Financial Bank & Trust213$19.7K0.00%−104−32.8%Reduced
Riverview Trust Co218$20.2K0.02%00.0%Unchanged
Harbour Investments, Inc.228$21.1K0.00%−14−5.8%Reduced
West Oak Capital, LLC250$23.2K0.01%00.0%Unchanged
Global X Japan Co., Ltd.263$24.4K0.00%+33+14.3%Added
IFP Advisors, Inc368$34.1K0.00%+14+4.0%Added
SJS Investment Consulting Inc.370$34.3K0.01%00.0%Unchanged
Eagle Bay Advisors LLC414$38.4K0.02%−124−23.0%Reduced
Versant Capital Management, Inc428$39.7K0.01%+193+82.1%Added
Aster Capital Management (DIFC) Ltd430$39.9K0.02%+430New
UMA Financial Services, Inc.436$40.4K0.01%+436New
Caitong International Asset Management Co., Ltd447$41.4K0.04%+447New
Huntington National Bank454$42.1K0.00%+168+58.7%Added
First Horizon Advisors, Inc.467$43.3K0.00%−16−3.3%Reduced
Leonteq Securities AG477$44.2K0.00%+201+72.8%Added
Retirement Wealth Solutions LLC510$44.2K0.04%+510New
Farther Finance Advisors, LLC486$45.0K0.00%−33−6.4%Reduced
Kapitalo Investimentos Ltda507$47.0K0.03%+507New
Mizuho Bank, Ltd.510$47.3K0.01%+510New
Brown Brothers Harriman & Co512$47.5K0.00%+512New
Kestra Investment Management, LLC554$51.4K0.00%+554New
Cary Street Partner Investment Advisory LLC585$54.2K0.04%−3,744−86.5%Reduced
Quarry LP622$57.7K0.01%+622New
GWM Advisors LLC649$60.1K0.00%+272+72.1%Added
Quadrant Capital Group LLC672$62.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.708$65.6K0.00%−545−43.5%Reduced
Signaturefd, LLC709$65.7K0.00%−79−10.0%Reduced
Smartleaf Asset Management LLC733$68.0K0.01%+164+28.8%Added
Ridgewood Investments LLC783$72.6K0.04%−231−22.8%Reduced
Principal Securities, Inc.805$74.6K0.00%+310+62.6%Added