Institutional Ownership Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU). We have compiled data on the 602 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
193
shares
|
$14,187
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
190
shares
|
$13,966
0.01% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
185
shares
|
$13,599
0.01% of portfolio
|
Q2 2025
Reduced 67.77%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
185
shares
|
$13,599
0.0% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
173
shares
|
$12,717
0.0% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
148
shares
|
$10,879
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
138
shares
|
$10,144
0.0% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
133
shares
|
$9,776
0.0% of portfolio
|
Q3 2021
Added 46.15%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
121
shares
|
$8,894
0.0% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
116
shares
|
$8,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
109
shares
|
$8,012
0.0% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
102
shares
|
$7,498
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
102
shares
|
$7,498
0.0% of portfolio
|
Q1 2024
Reduced 23.88%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
99
shares
|
$7,277
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
98
shares
|
$7,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
96
shares
|
$7,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93
shares
|
$6,836
0.0% of portfolio
|
Q1 2025
Added 9200.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
86
shares
|
$6,321
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
82
shares
|
$6,027
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
81
shares
|
$5,954
0.0% of portfolio
|
Q3 2024
Reduced 67.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
78
shares
|
$5,733
0.0% of portfolio
|
Q2 2023
Added 62.5%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
77
shares
|
$5,660
0.0% of portfolio
|
Q2 2025
Reduced 86.68%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
71
shares
|
$5,219
0.0% of portfolio
|
Q2 2025
Reduced 60.77%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
66
shares
|
$4,851
0.0% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
65
shares
|
$4,778
0.0% of portfolio
|
Q1 2025
New holding
|