Institutional Ownership Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU). We have compiled data on the 633 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 15, 2025 Q3 2025 |
160
shares
|
$12,673
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
145
shares
|
$11,485
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
135
shares
|
$10,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
133
shares
|
$10,534
0.0% of portfolio
|
Q3 2021
Added 46.15%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
127
shares
|
$10,059
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
122
shares
|
$9,663
0.0% of portfolio
|
Q3 2025
Added 269.7%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
116
shares
|
$9,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
102
shares
|
$8,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
102
shares
|
$8,079
0.0% of portfolio
|
Q1 2024
Reduced 23.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
101
shares
|
$8,000
0.0% of portfolio
|
Q3 2025
Reduced 99.13%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
99
shares
|
$7,841
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
98
shares
|
$7,762
0.0% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
86
shares
|
$6,812
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
82
shares
|
$6,495
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
81
shares
|
$6,416
0.0% of portfolio
|
Q3 2024
Reduced 67.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
78
shares
|
$6,178
0.0% of portfolio
|
Q2 2023
Added 62.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
71
shares
|
$5,623
0.0% of portfolio
|
Q3 2025
Added 407.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
71
shares
|
$5,623
0.0% of portfolio
|
Q3 2025
Reduced 48.55%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
65
shares
|
$5,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
60
shares
|
$4,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
57
shares
|
$4,514
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
56
shares
|
$4,435
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
54
shares
|
$4,277
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
53
shares
|
$4,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52
shares
|
$4,118
0.0% of portfolio
|
Q2 2023
New holding
|
|