TFI International Inc. (TFII) — Institutional Holders, Q2 2026
297 institutional investment managers reported a TFII position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TFII in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +864,799 sh+$124.2M
- Connor, Clark & Lunn Investment Management Ltd.Added · +720,183 sh+$103.4M
- MACKENZIE FINANCIALAdded · +581,958 sh+$83.6M
- ROYAL BANK OF CANADAAdded · +383,580 sh+$55.1M
- BESSEMER GROUPAdded · +354,522 sh+$50.9M
Biggest sellers
- 1832 Asset Management L.P.Trimmed · -1,783,074 sh-$256.0M
- Turtle Creek Asset ManagementTrimmed · -901,552 sh-$129.4M
- CAISSE DE DEPOT ET PLACEMENT DU QUEBECTrimmed · -825,534 sh-$118.5M
- MANUFACTURERS LIFE INSURANCE COMPANY, THETrimmed · -723,007 sh-$103.8M
- Clearbridge InvestmentsTrimmed · -575,103 sh-$82.6M
TFII 13F holders ranked 1–100 of 297
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#1 · 6,331,000 sh | 6,331,000 | $911.0M | 1.30% | -11.5% |
| 2 | FIL Ltd#2 · 4,579,712 sh | 4,579,712 | $659.2M | 0.47% | -4.2% |
| 3 | Jupiter Topco#3 · 3,588,905 sh | 3,588,905 | $515.3M | 0.21% | — |
| 4 | FMR#4 · 3,538,405 sh | 3,538,405 | $509.3M | 0.02% | -3.1% |
| 5 | ROYAL BANK OF CANADA#5 · 3,456,271 sh | 3,456,271 | $496.2M | 0.07% | +12.5% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 2,259,113 sh | 2,259,113 | $325.2M | <0.01% | -0.5% |
| 7 | 1832 Asset Management L.P.#7 · 2,197,429 sh | 2,197,429 | $315.5M | 0.16% | -44.8% |
| 8 | Federation des caisses Desjardins du Quebec#8 · 1,845,849 sh | 1,845,849 | $262.5M | 0.80% | -16.5% |
| 9 | MACKENZIE FINANCIAL#9 · 1,149,794 sh | 1,149,794 | $234.7M | 0.23% | +102.5% |
| 10 | Maple Rock Capital Partners#10 · 1,418,409 sh | 1,418,409 | $203.6M | 3.99% | +4.2% |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#11 · 1,317,515 sh | 1,317,515 | $189.3M | 0.15% | -35.4% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#12 · 1,313,926 sh | 1,313,926 | $188.9M | 0.08% | +192.6% |
| 13 | BANK OF MONTREAL#13 · 1,276,521 sh | 1,276,521 | $183.6M | 0.06% | +7.3% |
| 14 | NATIONAL BANK OF CANADA#14 · 1,110,175 sh | 1,110,175 | $158.3M | 0.11% | -21.2% |
| 15 | NORGES BANK#15 · 1,042,239 sh | 1,042,239 | $149.9M | 0.01% | — |
| 16 | Connor, Clark & Lunn Investment Management Ltd.#16 · 950,314 sh | 950,314 | $136.7M | 0.26% | +312.9% |
| 17 | Dixon Mitchell Investment Counsel#17 · 833,692 sh | 833,692 | $120.0M | 3.90% | -5.7% |
| 18 | GEODE CAPITAL MANAGEMENT#18 · 814,760 sh | 814,760 | $116.8M | <0.01% | +11.5% |
| 19 | MORGAN STANLEY#19 · 704,922 sh | 704,922 | $101.2M | <0.01% | +35.4% |
| 20 | VANGUARD FIDUCIARY#20 · 682,988 sh | 682,988 | $98.3M | 0.02% | -0.3% |
| 21 | CIBC Asset Management#21 · 648,769 sh | 648,769 | $93.6M | 0.21% | +49.1% |
| 22 | CIBC WORLD MARKET#22 · 643,158 sh | 643,158 | $92.5M | 0.15% | +2.1% |
| 23 | GOLDMAN SACHS GROUP#23 · 610,471 sh | 610,471 | $87.6M | <0.01% | +56.2% |
| 24 | BAILLIE GIFFORD#24 · 572,278 sh | 572,278 | $82.3M | 0.07% | -36.2% |
| 25 | AQR CAPITAL MANAGEMENT#25 · 570,537 sh | 570,537 | $81.7M | 0.03% | +0.9% |
| 26 | TD ASSET MANAGEMENT#26 · 547,892 sh | 547,892 | $78.8M | 0.07% | +2.2% |
| 27 | CANADA PENSION PLAN INVESTMENT BOARD#27 · 426,489 sh | 426,489 | $61.3M | 0.03% | -6.8% |
| 28 | Legal & General Group Plc#28 · 419,869 sh | 419,869 | $60.4M | 0.01% | -7.4% |
| 29 | DIMENSIONAL FUND ADVISORS#29 · 400,412 sh | 400,412 | $57.5M | 0.01% | +39.4% |
| 30 | Baskin Financial Services#30 · 397,076 sh | 397,076 | $57.1M | — | -5.7% |
| 31 | BESSEMER GROUP#31 · 379,646 sh | 379,646 | $54.6M | 0.07% | +1411.1% |
| 32 | CITADEL ADVISORS#32 · 373,916 sh | 373,916 | $53.7M | <0.01% | +883.9% |
| 33 | JPMORGAN CHASE#33 · 350,443 sh | 350,443 | $50.6M | <0.01% | +3.1% |
| 34 | Vanguard Global Advisers#34 · 330,135 sh | 330,135 | $47.5M | 0.02% | +5.1% |
| 35 | TORONTO DOMINION BANK#35 · 326,261 sh | 326,261 | $46.9M | 0.05% | +121.2% |
| 36 | QV Investors#36 · 316,026 sh | 316,026 | $45.5M | — | -21.2% |
| 37 | Hauser Brothers GmbH#37 · 316,400 sh | 316,400 | $45.4M | 54.71% | -3.2% |
| 38 | BANK OF AMERICA#38 · 302,122 sh | 302,122 | $43.4M | <0.01% | +60.5% |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT#39 · 288,501 sh | 288,501 | $41.5M | <0.01% | +3.0% |
| 40 | Schonfeld Strategic Advisors#40 · 268,733 sh | 268,733 | $38.6M | 0.14% | +382.6% |
| 41 | BCV Asset Management#41 · 266,364 sh | 266,364 | $38.5M | 1.16% | +3231.2% |
| 42 | CDAM (UK) Ltd#42 · 254,560 sh | 254,560 | $36.5M | 9.43% | -35.5% |
| 43 | Swiss National Bank#43 · 252,300 sh | 252,300 | $36.2M | 0.02% | -4.1% |
| 44 | Qube Research & Technologies Ltd#44 · 243,852 sh | 243,852 | $35.0M | 0.03% | New |
| 45 | D. E. Shaw#45 · 238,717 sh | 238,717 | $34.3M | 0.02% | +1794.6% |
| 46 | TD Waterhouse Canada#46 · 250,009 sh | 250,009 | $34.2M | — | +10.4% |
| 47 | SCOTIA CAPITAL#47 · 238,984 sh | 238,984 | $34.1M | 0.13% | -31.7% |
| 48 | Hood River Capital Management#48 · 230,762 sh | 230,762 | $33.1M | 0.24% | New |
| 49 | TWO SIGMA INVESTMENTS#49 · 224,985 sh | 224,985 | $32.3M | 0.02% | -2.9% |
| 50 | MONTRUSCO BOLTON INVESTMENTS#50 · 211,254 sh | 211,254 | $30.4M | — | -11.3% |
| 51 | Scheer, Rowlett & Associates Investment Management Ltd.#51 · 208,421 sh | 208,421 | $30.0M | 2.15% | -13.9% |
| 52 | MASSACHUSETTS FINANCIAL SERVICES#52 · 129,282 sh | 129,282 | $26.4M | <0.01% | -16.8% |
| 53 | PICTON MAHONEY ASSET MANAGEMENT#53 · 182,513 sh | 182,513 | $26.2M | 0.19% | New |
| 54 | Turtle Creek Asset Management#54 · 181,390 sh | 181,390 | $26.0M | 1.02% | -83.3% |
| 55 | Addenda Capital#55 · 118,534 sh | 118,534 | $24.3M | — | -12.4% |
| 56 | MILLENNIUM MANAGEMENT#56 · 167,577 sh | 167,577 | $24.1M | <0.01% | +356.5% |
| 57 | JANE STREET GROUP#57 · 161,894 sh | 161,894 | $23.3M | <0.01% | +3712.9% |
| 58 | VANGUARD ASSET MANAGEMENT, Ltd#58 · 155,634 sh | 155,634 | $22.4M | 0.02% | +10.7% |
| 59 | BARCLAYS PLC#59 · 151,874 sh | 151,874 | $21.8M | <0.01% | +47.7% |
| 60 | DEUTSCHE BANK AG\#60 · 149,744 sh | 149,744 | $21.5M | <0.01% | +11.3% |
| 61 | Hill City Capital#61 · 145,000 sh | 145,000 | $20.8M | 0.53% | 0.0% |
| 62 | Nicholas Investment Partners#62 · 141,226 sh | 141,226 | $20.3M | 1.14% | +5.7% |
| 63 | Baird Financial Group#63 · 141,124 sh | 141,124 | $20.3M | 0.03% | New |
| 64 | Northwest & Ethical Investments L.P.#64 · 135,706 sh | 135,706 | $19.5M | 0.45% | -23.8% |
| 65 | Bank of New York Mellon#65 · 123,847 sh | 123,847 | $17.8M | <0.01% | +7.6% |
| 66 | Waratah Capital Advisors Ltd.#66 · 103,433 sh | 103,433 | $14.8M | 0.50% | New |
| 67 | BlackRock#67 · 99,888 sh | 99,888 | $14.3M | <0.01% | +1.3% |
| 68 | RENAISSANCE TECHNOLOGIES#68 · 97,200 sh | 97,200 | $14.0M | 0.02% | +27.1% |
| 69 | BANK OF NOVA SCOTIA#69 · 95,544 sh | 95,544 | $13.8M | 0.02% | -13.2% |
| 70 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#70 · 95,199 sh | 95,199 | $13.7M | 0.09% | +44.2% |
| 71 | INTACT INVESTMENT MANAGEMENT#71 · 94,600 sh | 94,600 | $13.6M | 0.39% | +25.1% |
| 72 | Invesco Ltd.#72 · 94,788 sh | 94,788 | $13.6M | <0.01% | -27.9% |
| 73 | Nuveen#73 · 85,470 sh | 85,470 | $12.3M | <0.01% | +2.7% |
| 74 | River Road Asset Management#74 · 81,655 sh | 81,655 | $11.7M | 0.13% | +5.3% |
| 75 | Aviso Financial#75 · 76,461 sh | 76,461 | $11.0M | 0.38% | -7.4% |
| 76 | Triasima Portfolio Management#76 · 72,751 sh | 72,751 | $10.5M | — | +5.8% |
| 77 | Amundi#77 · 70,051 sh | 70,051 | $10.1M | <0.01% | +2.6% |
| 78 | 4D Advisors#78 · 70,000 sh | 70,000 | $10.0M | 3.86% | New |
| 79 | Polar Capital Plc#79 · 77,840 sh | 77,840 | $10.0M | 0.02% | New |
| 80 | KENNEDY CAPITAL MANAGEMENT#80 · 66,883 sh | 66,883 | $9.6M | 0.17% | -14.4% |
| 81 | VICTORY CAPITAL MANAGEMENT#81 · 65,174 sh | 65,174 | $9.4M | <0.01% | -11.5% |
| 82 | SIG North Trading, ULC#82 · 65,082 sh | 65,082 | $9.3M | 0.17% | +103.0% |
| 83 | ACADIAN ASSET MANAGEMENT#83 · 62,572 sh | 62,572 | $9.0M | 0.01% | +611.2% |
| 84 | Point72 Asset Management, L.P.#84 · 61,426 sh | 61,426 | $8.8M | <0.01% | New |
| 85 | Korea Investment#85 · 60,337 sh | 60,337 | $8.7M | 0.02% | +632.5% |
| 86 | Turas Capital Management#86 · 59,300 sh | 59,300 | $8.5M | 3.91% | -85.0% |
| 87 | Norwood Investment Partners#87 · 57,705 sh | 57,705 | $8.3M | 11.44% | -9.8% |
| 88 | AMERICAN CENTURY COMPANIES#88 · 57,265 sh | 57,265 | $8.2M | <0.01% | +109.9% |
| 89 | K.J. Harrison & Partners#89 · 55,920 sh | 55,920 | $8.0M | 1.14% | -4.1% |
| 90 | Clearbridge Investments#90 · 55,529 sh | 55,529 | $8.0M | <0.01% | -91.2% |
| 91 | Purpose Unlimited#91 · 53,600 sh | 53,600 | $7.7M | 0.30% | +5.0% |
| 92 | KNIGHTSBRIDGE ASSET MANAGEMENT#92 · 68,170 sh | 68,170 | $7.4M | 1.04% | 0.0% |
| 93 | LAZARD ASSET MANAGEMENT#93 · 49,876 sh | 49,876 | $7.2M | 0.01% | New |
| 94 | SEI INVESTMENTS#94 · 49,757 sh | 49,757 | $7.1M | <0.01% | New |
| 95 | CIDEL ASSET MANAGEMENT#95 · 49,098 sh | 49,098 | $7.1M | 0.34% | +2.1% |
| 96 | NICOLA WEALTH MANAGEMENT LTD.#96 · 46,700 sh | 46,700 | $6.7M | 0.77% | -58.2% |
| 97 | Quantinno Capital Management#97 · 45,852 sh | 45,852 | $6.6M | <0.01% | +14.5% |
| 98 | AVIVA PLC#98 · 43,966 sh | 43,966 | $6.3M | <0.01% | +1.3% |
| 99 | GREAT WEST LIFE ASSURANCE#99 · 43,344 sh | 43,344 | $6.2M | <0.01% | +8.2% |
| 100 | Quantbot Technologies#100 · 42,689 sh | 42,689 | $6.1M | 0.24% | +7690.0% |
Funds that sold out of TFII in Q2 2026 (19)
Held TFII at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Walleye Capital84,412 sh | 84,412 | $9.2M |
| AYAL Capital Advisors Ltd79,900 sh | 79,900 | $8.7M |
| Bastion Asset Management49,672 sh | 49,672 | $5.4M |
| BALYASNY ASSET MANAGEMENT L.P.39,863 sh | 39,863 | $4.3M |
| PEAK625,324 sh | 25,324 | $2.8M |
| Numerai GP6,976 sh | 6,976 | $757.8K |
| CenterBook Partners6,512 sh | 6,512 | $707.4K |
| Shay Capital5,000 sh | 5,000 | $543.1K |
| LEUCADIA NATIONAL2,386 sh | 2,386 | $259.2K |
| QUADRANT CAPITAL GROUP548 sh | 548 | $78.7K |
| Advisory Services Network53 sh | 53 | $5.7K |
| MAI Capital Management44 sh | 44 | $4.8K |
| Legacy Wealth Managment35 sh | 35 | $3.8K |
| Innovative Asset Advisors Group24 sh | 24 | $2.6K |
| Ancora Advisors19 sh | 19 | $2.1K |
| Sound Income Strategies10 sh | 10 | $1.1K |
| Root Financial Partners7 sh | 7 | $760.00 |
| Annis Gardner Whiting Capital Advisors3 sh | 3 | $326.00 |
| Nemes Rush Group1 sh | 1 | $109.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.