TRANSUNION (TRU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 213,830,209 shares against 191,600,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dodge & Cox | $1.7B | 24,196,211 | 0.91% | 3q | +49.5%+$577.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5B | 10,667,983 | 0.47% | 31q | -18.9%-$345.1M |
| BlackRock, Inc. | $1.4B | 18,957,034 | 0.02% | 8q | +0.7%+$10.1M |
| Independent Franchise Partners LLP | $1.0B | 13,976,652 | 6.61% | 18q | +15.2%+$133.1M |
| FMR LLC | $845.2M | 11,715,822 | 0.04% | 31q | +22.1%+$152.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $628.9M | 8,717,448 | 0.01% | 2q | +0.9%+$5.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $592.2M | 8,208,801 | 0.03% | 2q | -0.8%-$5.0M |
| STATE STREET CORP | $513.4M | 7,117,054 | 0.02% | 31q | +2.5%+$12.7M |
| T. Rowe Price Investment Management, Inc. | $493.2M | 6,836,382 | 0.32% | 16q | -6.4%-$33.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $476.4M | 6,603,407 | 0.08% | 31q | -39.7%-$313.8M |
| MORGAN STANLEY | $458.3M | 6,352,440 | 0.02% | 35q | -8.3%-$41.7M |
| CITADEL ADVISORS LLC | $318.6M incl. $3.7M options CALL+PUT | 4,364,921 | 0.04% | 31q | +38.9%+$89.2M |
| Invesco Ltd. | $307.0M | 4,255,783 | 0.02% | 31q | +3.5%+$10.4M |
| Jupiter Topco LLC | $280.3M | 3,885,385 | 0.11% | new | FIRST |
| Meritage Group LP | $263.8M | 3,656,097 | 10.16% | 13q | +0.6%+$1.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $260.5M | 3,621,733 | 0.01% | 31q | HELD |
| Ninety One UK Ltd | $242.0M | 3,354,689 | 0.54% | 31q | -5.4%-$13.9M |
| DIMENSIONAL FUND ADVISORS LP | $236.6M | 3,280,251 | 0.04% | 31q | +31.3%+$56.4M |
| Vulcan Value Partners, LLC | $195.3M | 2,707,249 | 5.94% | 3q | -15.6%-$36.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $191.1M | 2,648,744 | 0.57% | 9q | -8.4%-$17.5M |
| Theleme Partners LLP | $171.0M | 2,369,757 | 10.15% | 10q | +2.3%+$3.8M |
| VAN ECK ASSOCIATES CORP | $152.0M | 2,106,382 | 0.09% | 19q | -59.8%-$226.0M |
| JPMORGAN CHASE & CO | $148.1M | 2,054,588 | 0.01% | 31q | +21.4%+$26.1M |
| Orbis Allan Gray Ltd | $145.8M | 2,021,682 | 0.50% | 2q | +245.8%+$103.7M |
| BESSEMER GROUP INC | $138.4M | 1,918,092 | 0.19% | 25q | -1.8%-$2.5M |
| Ilex Capital Partners (UK) LLP | $128.8M | 1,786,081 | 2.64% | 4q | +96.4%+$63.2M |
| NORTHERN TRUST CORP | $128.5M | 1,781,295 | 0.01% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $112.7M | 1,562,895 | 0.01% | 31q | +7.9%+$8.3M |
| NEUBERGER BERMAN GROUP LLC | $103.3M | 1,432,172 | 0.07% | 31q | -6.5%-$7.2M |
| Bank of New York Mellon Corp | $90.6M | 1,256,532 | 0.01% | 31q | -15.8%-$17.0M |
| VANGUARD FIDUCIARY TRUST CO | $88.1M | 1,221,433 | 0.02% | 2q | +2.3%+$2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $81.9M | 1,135,871 | 0.01% | 31q | HELD |
| NORGES BANK | $81.6M | 1,130,831 | 0.01% | 32q | +8.9%+$6.6M |
| Junto Capital Management LP | $79.0M | 1,094,740 | 1.39% | new | NEW |
| GOLDMAN SACHS GROUP INC | $74.9M | 1,037,724 | 0.01% | 31q | +27.9%+$16.3M |
| MILLENNIUM MANAGEMENT LLC | $73.5M | 1,018,182 | 0.03% | 16q | +36.5%+$19.6M |
| UBS Group AG | $71.6M | 992,499 | 0.01% | 31q | +4.9%+$3.3M |
| AMERIPRISE FINANCIAL INC | $60.7M | 842,020 | 0.01% | 31q | -7.2%-$4.7M |
| Triple Frond Partners LLC | $59.0M | 817,828 | 5.27% | 4q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $57.3M | 794,225 | 0.01% | 31q | +1.2%+$700.6K |
| TORONTO DOMINION BANK | $55.0M | 762,825 | 0.06% | 31q | +2793.4%+$53.1M |
| Legal & General Group Plc | $52.5M | 728,163 | 0.01% | 31q | -10.8%-$6.4M |
| Holocene Advisors, LP | $51.7M | 716,430 | 0.12% | 7q | +192.1%+$34.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $51.1M | 707,995 | 0.41% | 6q | +44.2%+$15.6M |
| DEUTSCHE BANK AG\ | $50.7M | 702,283 | 0.01% | 34q | +3.6%+$1.8M |
| Amundi | $49.0M | 678,892 | 0.01% | 21q | -30.7%-$21.7M |
| Marathon Asset Management Ltd | $46.3M | 641,352 | 1.88% | 13q | +12.7%+$5.2M |
| Freestone Grove Partners LP | $44.1M | 611,357 | 0.28% | new | NEW |
| RHUMBLINE ADVISERS | $39.4M | 546,317 | 0.03% | 31q | +1.7%+$663.9K |
| Swiss National Bank | $39.3M | 544,100 | 0.02% | 31q | -4.5%-$1.9M |
| BAMCO INC /NY/ | $39.2M | 544,036 | 0.06% | 31q | -15.2%-$7.0M |
| Danica Pension, Livsforsikringsaktieselskab | $38.5M | 533,243 | 0.61% | 10q | -8.6%-$3.6M |
| Quantinno Capital Management LP | $35.2M | 487,896 | 0.04% | 9q | +2.2%+$762.8K |
| Russell Investments Group, Ltd. | $34.5M | 477,998 | 0.03% | 31q | +11.3%+$3.5M |
| SG Americas Securities, LLC | $34.4M | 477,518 | 0.02% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $34.4M | 476,486 | 0.03% | 31q | -26.9%-$12.6M |
| TD Asset Management Inc | $33.6M | 465,395 | 0.03% | 31q | -8.7%-$3.2M |
| PRINCIPAL FINANCIAL GROUP INC | $31.6M | 437,767 | 0.02% | 31q | +1.9%+$592.2K |
| Nuveen, LLC | $28.4M | 393,495 | 0.01% | 6q | -10.5%-$3.3M |
| Heron Bay Capital Management | $28.1M | 389,016 | 2.54% | 13q | -8.5%-$2.6M |
| Sumitomo Mitsui Trust Group, Inc. | $28.0M | 388,076 | 0.02% | 31q | -1.5%-$414.2K |
| BNP PARIBAS FINANCIAL MARKETS | $27.7M | 384,499 | 0.01% | 31q | +43.2%+$8.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $27.5M | 381,833 | 0.02% | 2q | +14.3%+$3.5M |
| Schonfeld Strategic Advisors LLC | $27.3M | 378,529 | 0.10% | 30q | -19.4%-$6.6M |
| Meridiem Capital Partners LP | $24.1M | 333,919 | 1.08% | 2q | -60.6%-$37.1M |
| CITIGROUP INC | $23.7M | 328,942 | 0.01% | 31q | +32.9%+$5.9M |
| Copeland Capital Management, LLC | $23.7M | 328,552 | 0.49% | 13q | -8.1%-$2.1M |
| CIBC Bancorp USA Inc. | $22.9M | 316,856 | 0.03% | 3q | -3.8%-$913.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $22.8M | 315,894 | 0.02% | 31q | -6.6%-$1.6M |
| Retirement Systems of Alabama | $22.7M | 314,209 | 0.07% | 4q | -10.4%-$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $22.2M | 308,311 | 0.01% | 31q | -34.7%-$11.8M |
| Azora Capital LP | $20.3M | 281,924 | 0.86% | new | NEW |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $19.4M | 268,657 | 5.32% | 18q | HELD |
| BECKER CAPITAL MANAGEMENT INC | $19.0M | 263,669 | 0.51% | 2q | +1927.4%+$18.1M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $18.8M | 261,100 | 0.06% | 31q | -12.1%-$2.6M |
| NICHOLAS COMPANY, INC. | $18.4M | 255,108 | 0.34% | 32q | HELD |
| California Public Employees Retirement System | $18.2M | 252,728 | 0.01% | 31q | -4.5%-$861.6K |
| LOOMIS SAYLES & CO L P | $17.9M | 248,207 | 0.02% | 13q | +4.4%+$756.2K |
| Allspring Global Investments Holdings, LLC | $17.8M | 239,616 | 0.03% | 17q | -2.5%-$459.8K |
| ALLIANCEBERNSTEIN L.P. | $16.9M | 244,395 | 0.01% | 31q | HELD |
| Gillson Capital LP | $16.5M | 228,200 | 0.97% | 3q | +74.6%+$7.0M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $16.1M | 222,927 | 0.30% | 6q | -13.8%-$2.6M |
| ASSETMARK, INC | $15.8M | 218,687 | 0.03% | 21q | +1.7%+$261.5K |
| Distillate Capital Partners LLC | $15.8M | 218,521 | 0.82% | 2q | +0.6%+$100.3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $15.7M | 217,092 | 0.01% | 31q | HELD |
| Swedbank AB | $15.2M | 210,857 | 0.01% | 21q | +1.8%+$266.3K |
| Erste Asset Management GmbH | $15.1M | 210,000 | 0.12% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $14.3M | 198,317 | 0.00% | 31q | +5.4%+$736.5K |
| Lansing Management LP | $13.6M | 188,601 | 8.24% | 31q | -9.3%-$1.4M |
| WELLS FARGO & COMPANY/MN | $13.4M | 186,063 | 0.00% | 31q | +4.0%+$510.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.6M incl. $9.9M options CALL+PUT | 37,299 | 0.00% | 31q | +205.4%+$8.5M |
| AQR CAPITAL MANAGEMENT LLC | $12.4M | 175,386 | 0.00% | 12q | -89.1%-$101.5M |
| AVIVA PLC | $12.2M | 169,661 | 0.02% | 31q | +0.9%+$111.6K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $12.1M | 167,273 | 0.02% | 31q | -1.5%-$182.5K |
| RAYMOND JAMES FINANCIAL INC | $10.9M | 150,952 | 0.00% | 7q | -28.1%-$4.3M |
| BDF-GESTION | $10.8M | 20,505 | 1.45% | 9q | -10.1%-$1.2M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $10.6M | 147,458 | 0.10% | 16q | +8.1%+$794.7K |
| Polar Asset Management Partners Inc. | $10.6M | 146,700 | 0.17% | new | NEW |
| Aberdeen Group plc | $10.2M | 141,151 | 0.01% | 31q | +1.5%+$151.1K |
| Verition Fund Management LLC | $10.1M | 140,420 | 0.05% | 12q | +3.8%+$374.6K |
Showing the largest 100 of 530 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-23 | 2026-09-19 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-28 | Abdelsadek Mohamed | EVP, Chief Global Solutions | Sold | 23,495 | $2.0M |
| 2026-09-10 | Achanta Venkat | EVP, Chief Tech, Data & Analy. | Sold | 23,287 | $1.8M |
| 2026-07-01 | CHAOUKI STEVEN M | President, US Markets | Sold | 10,000 | $726.4K |
| 2026-08-11 | Zuiker Alicia Brooke | EVP, CHRO | Sold | 8,673 | $680.7K |
| 2026-05-29 | RUSSELL HEATHER J | EVP, Chief Legal Officer | Sold | 6,683 | $480.3K |
| 2026-06-01 | CHAOUKI STEVEN M | President, US Markets | Sold | 5,000 | $353.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 144 | $461.6M | 7,543,983 | 17 | 36 | 46 | 0.0% |
| Q2 2026 | 530 | $16.2B | 213,830,209 | 59 | 170 | 203 | 0.2% |
| Q1 2026 | 569 | $15.5B | 213,876,820 | 71 | 190 | 207 | 0.1% |
| Q4 2025 | 593 | $18.2B | 210,462,178 | 81 | 199 | 206 | 0.8% |
| Q3 2025 | 570 | $18.2B | 216,580,581 | 95 | 200 | 170 | 0.5% |
| Q2 2025 | 549 | $17.5B | 198,632,590 | 69 | 220 | 180 | 0.5% |
| Q1 2025 | 553 | $16.3B | 194,200,892 | 71 | 198 | 177 | 0.5% |
| Q4 2024 | 565 | $17.9B | 192,241,581 | 73 | 195 | 188 | 0.4% |
| Q3 2024 | 521 | $20.6B | 195,842,569 | 101 | 189 | 147 | 0.8% |
| Q2 2024 | 474 | $14.4B | 194,276,565 | 66 | 173 | 148 | 0.5% |
| Q1 2024 | 437 | $17.1B | 213,710,530 | 57 | 139 | 166 | 0.4% |
| Q4 2023 | 422 | $14.0B | 202,979,524 | 43 | 148 | 162 | 0.7% |
| Q3 2023 | 427 | $14.2B | 196,556,092 | 40 | 144 | 140 | 0.3% |
| Q2 2023 | 427 | $15.5B | 197,188,068 | 71 | 150 | 126 | 0.4% |
| Q1 2023 | 397 | $11.9B | 189,604,068 | 52 | 149 | 129 | 0.6% |
| Q4 2022 | 397 | $10.7B | 187,612,805 | 54 | 138 | 153 | 0.3% |
| Q3 2022 | 404 | $34.2B | 573,634,166 | 55 | 123 | 157 | 0.1% |
| Q2 2022 | 415 | $53.7B | 671,501,756 | 45 | 124 | 164 | 0.0% |
| Q1 2022 | 452 | $64.4B | 623,729,301 | 50 | 155 | 169 | 0.0% |
| Q4 2021 | 466 | $38.7B | 326,838,214 | 49 | 157 | 136 | 0.1% |
| Q3 2021 | 442 | $38.0B | 338,842,524 | 50 | 161 | 130 | 0.2% |
| Q2 2021 | 432 | $32.6B | 297,104,151 | 69 | 141 | 143 | 0.0% |
| Q1 2021 | 425 | $29.0B | 321,653,318 | 50 | 149 | 145 | 0.1% |
| Q4 2020 | 451 | $31.5B | 316,336,546 | 55 | 159 | 144 | 0.0% |
| Q3 2020 | 443 | $29.7B | 352,560,057 | 55 | 159 | 141 | 0.0% |
| Q2 2020 | 444 | $30.4B | 348,767,416 | 69 | 146 | 158 | 0.1% |
| Q1 2020 | 424 | $26.3B | 397,370,186 | 64 | 161 | 146 | 0.1% |
| Q4 2019 | 417 | $26.3B | 306,789,862 | 57 | 146 | 116 | 0.0% |
| Q3 2019 | 379 | $24.3B | 299,493,552 | 64 | 132 | 117 | 0.0% |
| Q2 2019 | 352 | $22.5B | 306,490,928 | 56 | 133 | 97 | 0.0% |
| Q1 2019 | 341 | $23.0B | 343,725,793 | 51 | 143 | 86 | 0.0% |
| Q4 2018 | 327 | $18.0B | 316,206,473 | 7 | 8 | 6 | 0.0% |
