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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
58
shares
|
$4,263
0.0% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
56
shares
|
$4,116
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
53
shares
|
$3,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
52
shares
|
$3,822
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52
shares
|
$3,822
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
49
shares
|
$3,601
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
48
shares
|
$3,528
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
47
shares
|
$3,454
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
46
shares
|
$3,381
0.0% of portfolio
|
Q2 2025
Added 1050.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
44
shares
|
$3,234
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
43
shares
|
$3,160
0.0% of portfolio
|
Q2 2024
Reduced 58.65%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
38
shares
|
$2,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
35
shares
|
$2,572
0.0% of portfolio
|
Q2 2025
Reduced 66.98%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
33
shares
|
$2,425
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
33
shares
|
$2,425
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
32
shares
|
$2,352
0.0% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
32
shares
|
$2,352
0.0% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
29
shares
|
$2,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$2,058
0.0% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
25
shares
|
$1,837
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
25
shares
|
$1,837
0.0% of portfolio
|
Q2 2025
Added 108.33%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
24
shares
|
$1,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
23
shares
|
$1,690
0.0% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
23
shares
|
$1,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
23
shares
|
$1,690
0.0% of portfolio
|
Q2 2025
New holding
|