TFII

Tfi International Inc
IndustrialsUSCUSIP 87241L109◍ Confluence graph
Tracked 13F Holders
243
-99 QoQ
13F Value (tracked)
$6.0B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)38 adding · 24 trimming
Insider net (180d)$0

Who owns TFII?

243 tracked 13F filers

243 tracked 13F filers disclose a position in TFII as of the latest SEC 13F filings, a combined $6.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
$776.5M
7.2M
+1.0%
Added · +71K sh
Q1 2026
2FIL Ltd
$520.6M
4.8M
−21%
Reduced · −1.3M sh
Q1 2026
3JANUS HENDERSON GROUP PLC
$402.2M
3.7M
−2.1%
Reduced · −78K sh
Q1 2026
4FMR LLC
$397.5M
3.7M
−7.7%
Reduced · −303K sh
Q1 2026
5ROYAL BANK OF CANADA
$333.8M
3.1M
+54%
Added · +1.1M sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$247.1M
2.3M
First observed position
No prior filed position
Q1 2026
7Federation des caisses Desjardins du Quebec
$237.7M
2.2M
+1.9%
Added · +42K sh
Q1 2026
8MANUFACTURERS LIFE INSURANCE COMPANY, THE
$221.9M
2.0M
+33%
Added · +506K sh
Q1 2026
9NATIONAL BANK OF CANADA /FI/
$152.0M
1.4M
−8.7%
Reduced · −135K sh
Q1 2026
10Maple Rock Capital Partners Inc.
$147.9M
1.4M
New
+1.4M sh
Q1 2026
11BANK OF MONTREAL /CAN/
$129.5M
1.2M
+25%
Added · +241K sh
Q1 2026
12Turtle Creek Asset Management Inc.
$117.6M
1.1M
−21%
Reduced · −292K sh
Q1 2026
13NORGES BANK
$106.1M
1.0M
+4.1%
Added · +40K sh
Q4 2025
14Connor, Clark & Lunn Investment Management Ltd.
$136.7M
950K
+313%
Added · +720K sh
Q2 2026
15BAILLIE GIFFORD & CO
$97.3M
896K
−13%
Reduced · −134K sh
Q1 2026
16Dixon Mitchell Investment Counsel Inc.
$120.0M
834K
−5.7%
Reduced · −51K sh
Q2 2026
17GEODE CAPITAL MANAGEMENT, LLC
$116.8M
815K
+12%
Added · +84K sh
Q2 2026
18VANGUARD FIDUCIARY TRUST CO
$74.6M
685K
First observed position
No prior filed position
Q1 2026
19CIBC Asset Management Inc
$93.6M
649K
+49%
Added · +214K sh
Q2 2026
20Clearbridge Investments, LLC
$68.5M
631K
New
+631K sh
Q1 2026
21CIBC WORLD MARKET INC.
$68.6M
630K
−17%
Reduced · −130K sh
Q1 2026
22AQR CAPITAL MANAGEMENT LLC
$60.7M
566K
−17%
Reduced · −113K sh
Q1 2026
23TD ASSET MANAGEMENT INC
$58.2M
536K
−33%
Reduced · −260K sh
Q1 2026
24MORGAN STANLEY
$56.6M
521K
+71%
Added · +217K sh
Q1 2026
25CANADA PENSION PLAN INVESTMENT BOARD
$49.8M
458K
+9.3%
Added · +39K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TFII being bought or sold by institutions?

Last quarter, 12 funds opened a new position in TFII and 26 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
12
funds
Added
26
funds
Reduced
24
funds
Exited
0
funds

Funds that own TFII also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT137 funds$227.2B
AMAZON.COM INCAMZN136 funds$171.3B
NVIDIA CORPNVDA135 funds$327.2B
META PLATFORMS INC-CLASS AMETA134 funds$93.9B
APPLE INCAAPL132 funds$239.9B
JPMORGAN CHASE & COJPM132 funds$52.6B
MICRON TECHNOLOGY INCMU130 funds$30.6B
ALPHABET INC-CL CGOOG129 funds$100.8B
UNITEDHEALTH GROUP INCUNH129 funds$24.2B
BROADCOM INCAVGO128 funds$127.6B
ELI LILLY & COLLY128 funds$61.3B
ALPHABET INC-CL AGOOGL127 funds$133.3B

Ranked by how many of TFII's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

115 funds-95 since Q3 2024
0110219Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $986.7M

Share classes

Class13F holdersValue held
TFIIthis pagecs243 funds$6.0B
87241L950EQUITY1 funds$1.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in TFII

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TFII/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TFII.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TFII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.