Institutional Ownership Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU). We have compiled data on the 590 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
436
shares
|
$40,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
413
shares
|
$38,070
0.0% of portfolio
|
Q2 2025
Added 300.97%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
386
shares
|
$35,581
0.0% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
385
shares
|
$35,489
0.0% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
362
shares
|
$33,369
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
349
shares
|
$32,170
0.0% of portfolio
|
Q2 2025
Added 132.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
344
shares
|
$31,709
0.02% of portfolio
|
Q2 2022
Added 1.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
331
shares
|
$30,511
0.0% of portfolio
|
Q1 2025
Added 178.15%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
312
shares
|
$28,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
302
shares
|
$27,838
0.01% of portfolio
|
Q2 2025
Reduced 80.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
290
shares
|
$26,732
0.01% of portfolio
|
Q1 2025
Added 49.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
289
shares
|
$26,640
0.0% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
281
shares
|
$25,902
0.01% of portfolio
|
Q1 2025
Added 63.37%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
250
shares
|
$23,045
0.01% of portfolio
|
Q4 2024
Reduced 87.24%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
220
shares
|
$20,279
0.0% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
217
shares
|
$20,003
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
206
shares
|
$18,989
0.0% of portfolio
|
Q2 2025
Reduced 82.62%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
200
shares
|
$18,436
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
193
shares
|
$17,790
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
190
shares
|
$17,514
0.01% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
185
shares
|
$17,053
0.01% of portfolio
|
Q2 2025
Reduced 67.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
185
shares
|
$17,053
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
181
shares
|
$16,684
0.0% of portfolio
|
Q1 2025
Reduced 85.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
160
shares
|
$14,748
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
153
shares
|
$14,103
0.0% of portfolio
|
Q1 2025
Reduced 66.3%
|