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 2025
Institutional positions in TransUnion as of Sep 30, 2025. 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
- 561
- +25 vs. Q2 2025
- Shares held
- 211.6M
- +14.9M (+7.6%) vs. Q2 2025
- Total value
- $17.7B
- +$409.7M (+2.4%) vs. Q2 2025
- New holders
- 98
- 211 more added
- Sold out
- 73
- 178 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding TransUnion; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 11 | $0 | 0.00% | +5+83.3% | Added |
| TFC Financial Management | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $84 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $168 | 0.00% | +2 | New |
| ORG Partners LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $251 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 4 | $336 | 0.00% | +4 | New |
| South State Corp. | 5 | $419 | 0.00% | −9−64.3% | Reduced |
| WPG Advisers, LLC | 5 | $419 | 0.00% | −8−61.5% | Reduced |
| CoreCap Advisors, LLC | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $503 | 0.00% | +2+50.0% | Added |
| Financial Consulate, Inc | 6 | $503 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 7 | $586 | 0.00% | +6+600.0% | Added |
| American Capital Advisory, LLC | 7 | $587 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 7 | $620 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $670 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $754 | 0.00% | +1+12.5% | Added |
| HFM Investment Advisors, LLC | 9 | $754 | 0.00% | +2+28.6% | Added |
| Aventura Private Wealth, LLC | 10 | $838 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $838 | 0.00% | +4+66.7% | Added |
| Guerra Advisors Inc | 10 | $838 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $922 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $922 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | −61−85.9% | Reduced |
| SBI Securities Co., Ltd. | 15 | $1.26K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $1.26K | 0.00% | +15 | New |
| Aspect Partners, LLC | 18 | $1.51K | 0.00% | +18 | New |
| ZRC Wealth Management, LLC | 18 | $1.51K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 21 | $1.76K | 0.00% | +1+5.0% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $1.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Maseco LLP | 24 | $2.02K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 24 | $2.02K | 0.00% | +1+4.3% | Added |
| Atlantic Trust, LLC | 25 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $2.10K | 0.00% | +2+8.7% | Added |
| Rothschild Investment LLC | 29 | $2.43K | 0.00% | −3−9.4% | Reduced |
| Cromwell Holdings LLC | 32 | $2.68K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 32 | $2.68K | 0.00% | +32 | New |
| Manchester Capital Management LLC | 33 | $2.77K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 37 | $3.10K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 39 | $3.27K | 0.00% | +22+129.4% | Added |
| Meeder Asset Management Inc | 40 | $3.35K | 0.00% | +5+14.3% | Added |
| Quent Capital, LLC | 42 | $3.52K | 0.00% | +42 | New |
| Tidemark, LLC | 43 | $3.60K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 43 | $3.60K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 44 | $3.69K | 0.00% | −5−10.2% | Reduced |
| Sachetta, LLC | 44 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $3.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $4.02K | 0.00% | +10+26.3% | Added |
| Proffitt & Goodson Inc | 52 | $4.36K | 0.00% | +52 | New |
| Parkside Financial Bank & Trust | 52 | $4.36K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 53 | $4.44K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 54 | $4.49K | 0.00% | +54 | New |
| Salomon & Ludwin, LLC | 60 | $4.64K | 0.00% | +60 | New |
| Cape Investment Advisory, Inc. | 56 | $4.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $4.78K | 0.00% | −1−1.7% | Reduced |
| N.E.W. Advisory Services LLC | 65 | $5.45K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 71 | $5.92K | 0.00% | −67−48.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 71 | $5.95K | 0.00% | +57+407.1% | Added |
| Whittier Trust Co | 81 | $6.26K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 77 | $6.45K | 0.00% | +46+148.4% | Added |
| CVA Family Office, LLC | 86 | $7.21K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 102 | $7.92K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 98 | $8.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 101 | $8.46K | 0.00% | −11,470−99.1% | Reduced |
| Red Tortoise LLC | 102 | $8.55K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $9.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 122 | $10.2K | 0.00% | +89+269.7% | Added |
| Albion Financial Group | 127 | $10.6K | 0.00% | +127 | New |
| Farmers & Merchants Investments Inc | 135 | $11.3K | 0.00% | +135 | New |
| Kerr Financial Planning Corp | 145 | $11.7K | 0.02% | +145 | New |
| Global X Japan Co., Ltd. | 160 | $13.4K | 0.00% | −60−27.3% | Reduced |
| Huntington National Bank | 187 | $15.7K | 0.00% | +66+54.5% | Added |
| Centerpoint Advisors, LLC | 188 | $16.0K | 0.00% | −2−1.1% | Reduced |
| Hemington Wealth Management | 211 | $17.0K | 0.00% | +63+42.6% | Added |
| Quarry LP | 205 | $17.2K | 0.00% | −2,134−91.2% | Reduced |
| IFP Advisors, Inc | 225 | $18.9K | 0.00% | +40+21.6% | Added |
| Harbour Investments, Inc. | 245 | $20.5K | 0.00% | −8−3.2% | Reduced |
| Wealthspire Advisors, LLC | 252 | $21.1K | 0.00% | +252 | New |
| Raiffeisen Bank International AG | 254 | $21.6K | 0.00% | +254 | New |
| NFJ Investment Group, LLC | 275 | $23.0K | 0.00% | −108,886−99.7% | Reduced |
| Root Financial Partners, LLC | 278 | $23.3K | 0.00% | +278 | New |
| FNY Investment Advisers, LLC | 341 | $28.0K | 0.01% | +341 | New |
| TD Private Client Wealth LLC | 337 | $28.2K | 0.00% | −11,019−97.0% | Reduced |
| SJS Investment Consulting Inc. | 362 | $30.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 368 | $30.8K | 0.00% | +19+5.4% | Added |
| MAI Capital Management | 379 | $31.8K | 0.00% | −24−6.0% | Reduced |
| S-Bank Fund Management Ltd | 400 | $33.5K | 0.00% | −6−1.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 435 | $36.4K | 0.01% | +435 | New |
| UMA Financial Services, Inc. | 436 | $36.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 501 | $42.0K | 0.00% | +328+189.6% | Added |
| Walleye Capital LLC | 508 | $42.6K | 0.00% | −1,642−76.4% | Reduced |
| Osterweis Capital Management Inc | 508 | $42.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 521 | $43.6K | 0.00% | −20−3.7% | Reduced |
| Cornerstone Planning Group LLC | 169 | $45.7K | 0.01% | −81−32.4% | Reduced |
| Global Retirement Partners, LLC | 547 | $45.8K | 0.00% | +12+2.2% | Added |
| Farther Finance Advisors, LLC | 610 | $51.1K | 0.00% | +118+24.0% | Added |