THOMSON REUTERS CORP /CAN/ (TRI) — Institutional Holders, Q2 2026 (page 5)
425 institutional investment managers reported a TRI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $33.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 425. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TRI 13F holders ranked 401–425 of 425
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Penserra Capital Management#401 · 25 sh | 25 | $2.0K | 0.00% | New |
| 402 | Capital Analysts#402 · 20 sh | 20 | $2.0K | 0.00% | -37.5% |
| 403 | Walleye Capital#403 · 21 sh | 21 | $1.7K | 0.00% | -97.9% |
| 404 | ACTION POINT FINANCIAL PLANNING#404 · 23 sh | 23 | $1.6K | <0.01% | New |
| 405 | CREATIVE FINANCIAL DESIGNS#405 · 20 sh | 20 | $1.6K | <0.01% | -56.5% |
| 406 | Bogart Wealth#406 · 19 sh | 19 | $1.6K | <0.01% | 0.0% |
| 407 | ALBION FINANCIAL GROUP#407 · 16 sh | 16 | $1.3K | — | -5.9% |
| 408 | BOK Financial Private Wealth#408 · 14 sh | 14 | $1.1K | <0.01% | New |
| 409 | AMERIFLEX GROUP#409 · 14 sh | 14 | $1.1K | <0.01% | -6.7% |
| 410 | Godfrey Financial Associates#410 · 13 sh | 13 | $1.1K | <0.01% | -18.8% |
| 411 | FINANCIAL CONSULATE#411 · 12 sh | 12 | $981.00 | — | +200.0% |
| 412 | North Star Investment Management#412 · 12 sh | 12 | $980.00 | — | -73.3% |
| 413 | Anchor Investment Management#413 · 11 sh | 11 | $898.00 | <0.01% | -8.3% |
| 414 | SHP Wealth Management#414 · 11 sh | 11 | $898.00 | <0.01% | -35.3% |
| 415 | Quarry#415 · 11 sh | 11 | $898.00 | <0.01% | New |
| 416 | RAFFA WEALTH MANAGEMENT#416 · 9 sh | 9 | $735.00 | <0.01% | 0.0% |
| 417 | Hilton Head Capital Partners#417 · 9 sh | 9 | $735.00 | — | -10.0% |
| 418 | Strategic Wealth Partners, Ltd.#418 · 6 sh | 6 | $490.00 | 0.00% | -14.3% |
| 419 | Buck Wealth Strategies#419 · 6 sh | 6 | $490.00 | <0.01% | New |
| 420 | Bullock Wealth Management Group#420 · 3 sh | 3 | $255.00 | — | -25.0% |
| 421 | MV CAPITAL MANAGEMENT#421 · 3 sh | 3 | $246.00 | 0.00% | -72.7% |
| 422 | ARMSTRONG ADVISORY GROUP#422 · 3 sh | 3 | $246.00 | — | -25.0% |
| 423 | BROWN, LISLE/CUMMINGS#423 · 2 sh | 2 | $163.00 | — | -33.3% |
| 424 | Stone House Investment Management#424 · 2 sh | 2 | $163.00 | — | New |
| 425 | ARVEST INVESTMENTS#425 · 0 sh | 0 | $0.00 | — | New |
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.