TRU

Transunion
IndustrialsUSCUSIP 89400J107◍ Confluence graph
Tracked 13F Holders
473
-256 QoQ
13F Value (tracked)
$13.3B
Insider Net · 180d
-$5.6M
0↑ 6↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)32 adding · 26 trimming
Insider net (180d)-$5.6M

Who owns TRU?

473 tracked 13F filers

473 tracked 13F filers disclose a position in TRU as of the latest SEC 13F filings, a combined $13.3B 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.
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.3B
18.8M
+3.2%
Added · +583K sh
Q1 2026
2DODGE & COX
$1.1B
16.2M
+64%
Added · +6.3M sh
Q1 2026
3MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$1.6B
13.1M
−15%
Reduced · −2.4M sh
Q1 2026
4Independent Franchise Partners LLP
$839.4M
12.1M
+33%
Added · +3.0M sh
Q1 2026
5FMR LLC
$664.2M
9.6M
+115%
Added · +5.1M sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$597.5M
8.6M
First observed position
No prior filed position
Q1 2026
7VANGUARD PORTFOLIO MANAGEMENT LLC
$572.8M
8.3M
First observed position
No prior filed position
Q1 2026
8T. Rowe Price Investment Management, Inc.
Withheld
7.3M
+3.6%
Added · +257K sh
Q1 2026
9STATE STREET CORP
$513.4M
7.1M
+2.5%
Added · +177K sh
Q2 2026
10MORGAN STANLEY
$479.5M
6.9M
−13%
Reduced · −1.0M sh
Q1 2026
11VAN ECK ASSOCIATES CORP
Withheld
5.2M
+6.2%
Added · +307K sh
Q1 2026
12JANUS HENDERSON GROUP PLC
$258.8M
3.7M
+8.5%
Added · +293K sh
Q1 2026
13Meritage Group LP
$263.8M
3.7M
+0.6%
Added · +23K sh
Q2 2026
14GEODE CAPITAL MANAGEMENT, LLC
$260.5M
3.6M
+0.3%
Added · +9K sh
Q2 2026
15Ninety One UK Ltd
$245.5M
3.5M
−1.5%
Reduced · −54K sh
Q1 2026
16CITADEL ADVISORS LLC
$217.5M
3.1M
20×
Added · +3.0M sh
Q1 2026
17Vulcan Value Partners, LLC
$195.3M
2.7M
−16%
Reduced · −500K sh
Q2 2026
18WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$191.1M
2.6M
−8.4%
Reduced · −242K sh
Q2 2026
19DIMENSIONAL FUND ADVISORS LP
$172.8M
2.5M
+20%
Added · +423K sh
Q1 2026
20Theleme Partners LLP
$171.0M
2.4M
+2.3%
Added · +53K sh
Q2 2026
21Orbis Allan Gray Ltd
$145.8M
2.0M
+246%
Added · +1.4M sh
Q2 2026
22Ilex Capital Partners (UK) LLP
$128.8M
1.8M
+96%
Added · +877K sh
Q2 2026
23NORTHERN TRUST CORP
$122.7M
1.8M
−2.0%
Reduced · −36K sh
Q1 2026
24JPMORGAN CHASE & CO
$112.5M
1.7M
+3.4%
Added · +55K sh
Q1 2026
25AQR CAPITAL MANAGEMENT LLC
$110.3M
1.6M
+320%
Added · +1.2M 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 TRU being bought or sold by institutions?

Last quarter, 6 funds opened a new position in TRU and 26 added to an existing one, while 26 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)
6
funds
Added
26
funds
Reduced
26
funds
Exited
0
funds

Funds that own TRU also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT262 funds$278.9B
AMAZON.COM INCAMZN262 funds$205.7B
NVIDIA CORPNVDA259 funds$403.9B
META PLATFORMS INC-CLASS AMETA258 funds$118.8B
VISA INC-CLASS A SHARESV258 funds$67.8B
ALPHABET INC-CL AGOOGL257 funds$179.7B
APPLE INCAAPL249 funds$302.7B
BROADCOM INCAVGO249 funds$156.8B
JPMORGAN CHASE & COJPM248 funds$68.3B
MASTERCARD INC - AMA248 funds$53.6B
ALPHABET INC-CL CGOOG246 funds$126.3B
ELI LILLY & COLLY246 funds$77.0B

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

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$5.6M
6 insiders
Net
-$5.6M
16 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 31, 2026Williams Jennifer A.SVP, Chief Accounting OfficerSell (S)1K$90K
Aug 11, 2026Zuiker Alicia BrookeEVP, CHROSell (S)9K$681K
Aug 3, 2026CHAOUKI STEVEN MPresident, US MarketsSell (S)1K$80K
Aug 3, 2026Skinner Todd C.President, InternationalSell (S)950$76K
Jul 28, 2026Abdelsadek MohamedEVP, Chief Global SolutionsSell (S)23K$2.0M
Jul 7, 2026Williams Jennifer A.SVP, Chief Accounting OfficerSell (S)972$78K
Jul 1, 2026CHAOUKI STEVEN MPresident, US MarketsSell (S)10K$726K
Jul 1, 2026Skinner Todd C.President, InternationalSell (S)1K$73K
Jun 1, 2026CHAOUKI STEVEN MPresident, US MarketsSell (S)5K$354K
Jun 1, 2026Skinner Todd C.President, InternationalSell (S)1K$71K
May 29, 2026RUSSELL HEATHER JEVP, Chief Legal OfficerSell (S)7K$480K
May 1, 2026CHAOUKI STEVEN MPresident, US MarketsSell (S)5K$360K

Institutional ownership over time

214 funds-148 since Q3 2024
0241482Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.6B · 1 values withheld

Recent filings

15 shown

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Connected entities for TRU

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Ask your agent what changed in TRU

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/TRU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TRU.
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 TRU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.