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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
187
shares
|
$14,812
0.0% of portfolio
|
Q3 2025
Added 54.55%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
169
shares
|
$13,386
0.01% of portfolio
|
Q3 2025
Reduced 32.4%
|
|
|
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
|
|
|
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%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
101
shares
|
$8,000
0.0% of portfolio
|
Q4 2025
Added 77.19%
|
|
|
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%
|
|
|
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%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
78
shares
|
$6,178
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
76
shares
|
$6,019
0.0% of portfolio
|
Q4 2025
Reduced 11.63%
|
|
|
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%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
70
shares
|
$5,544
0.0% of portfolio
|
Q4 2025
Added 288.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
67
shares
|
$5,307
0.0% of portfolio
|
Q4 2025
Added 2133.33%
|
|
|
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
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
56
shares
|
$4,435
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|