Institutional Ownership Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU). We have compiled data on the 634 institutions that hold shares in the stock, with a total of 203 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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
24
shares
|
$1,901
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
24
shares
|
$1,901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
21
shares
|
$1,663
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
18
shares
|
$1,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
15
shares
|
$1,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
15
shares
|
$1,188
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$950
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
11
shares
|
$871
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
11
shares
|
$871
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
11
shares
|
$871
0.0% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
11
shares
|
$871
0.0% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
10
shares
|
$792
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
10
shares
|
$792
0.0% of portfolio
|
Q3 2025
Reduced 85.92%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
9
shares
|
$712
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
9
shares
|
$712
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$633
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
7
shares
|
$554
0.0% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
7
shares
|
$554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
7
shares
|
$554
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
6
shares
|
$475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
6
shares
|
$475
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5
shares
|
$396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
5
shares
|
$396
0.0% of portfolio
|
Q3 2025
Reduced 61.54%
|
|