TransUnion (TRU) — Institutional Holders, Q2 2026 (page 5)
525 institutional investment managers reported a TRU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $16.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TRU 13F holders ranked 401–500 of 525
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Bayforest Capital Ltd#401 · 963 sh | 963 | $69.5K | 0.06% | New |
| 402 | Farther Finance Advisors#402 · 924 sh | 924 | $66.6K | — | -18.4% |
| 403 | LOS ANGELES CAPITAL MANAGEMENT#403 · 882 sh | 882 | $63.6K | <0.01% | 0.0% |
| 404 | SJS Investment Consulting#404 · 809 sh | 809 | $58.4K | — | +105.9% |
| 405 | CARY STREET PARTNERS FINANCIAL#405 · 778 sh | 778 | $56.1K | <0.01% | -3.8% |
| 406 | Global Retirement Partners#406 · 739 sh | 739 | $53.3K | <0.01% | — |
| 407 | Vanguard National#407 · 725 sh | 725 | $52.3K | <0.01% | 0.0% |
| 408 | EverSource Wealth Advisors#408 · 724 sh | 724 | $52.2K | <0.01% | -75.2% |
| 409 | Board of the Pension Protection Fund#409 · 700 sh | 700 | $50.5K | 0.05% | New |
| 410 | Smartleaf Asset Management#410 · 684 sh | 684 | $49.1K | <0.01% | 0.0% |
| 411 | CX Institutional#411 · 668 sh | 668 | $48.0K | — | +263.0% |
| 412 | Spire Wealth Management#412 · 640 sh | 640 | $46.2K | <0.01% | -31.8% |
| 413 | SIGNATUREFD#413 · 622 sh | 622 | $44.9K | — | -27.4% |
| 414 | Walleye Capital#414 · 615 sh | 615 | $44.4K | <0.01% | New |
| 415 | MIRAE ASSET GLOBAL ETFS Ltd.#415 · 537 sh | 537 | $38.6K | 0.00% | -73.1% |
| 416 | PRIVATE NA#416 · 528 sh | 528 | $38.1K | — | +2.5% |
| 417 | Integrated Wealth Concepts#417 · 483 sh | 483 | $34.8K | <0.01% | -84.0% |
| 418 | Ronald Blue#418 · 358 sh | 358 | $25.8K | — | -72.8% |
| 419 | IFP Advisors#419 · 312 sh | 312 | $22.5K | — | -55.4% |
| 420 | NewEdge Advisors#420 · 307 sh | 307 | $22.2K | <0.01% | New |
| 421 | Global X Japan , Ltd.#421 · 289 sh | 289 | $20.8K | — | +14.7% |
| 422 | Purpose Unlimited#422 · 280 sh | 280 | $20.4K | <0.01% | New |
| 423 | Centerpoint Advisors#423 · 257 sh | 257 | $19.0K | <0.01% | -0.8% |
| 424 | Cornerstone Planning Group#424 · 251 sh | 251 | $18.9K | — | -19.8% |
| 425 | Cassaday & Wealth Management#425 · 250 sh | 250 | $18.0K | <0.01% | 0.0% |
| 426 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#426 · 247 sh | 247 | $17.8K | <0.01% | -2.0% |
| 427 | Owl Creek Wealth Partners#427 · 234 sh | 234 | $16.9K | — | +51.9% |
| 428 | Measured Wealth Private Client Group#428 · 234 sh | 234 | $16.9K | <0.01% | 0.0% |
| 429 | Essential Partners#429 · 215 sh | 215 | $15.5K | — | -64.7% |
| 430 | BROWN BROTHERS HARRIMAN#430 · 184 sh | 184 | $13.3K | <0.01% | 0.0% |
| 431 | Rossby Financial, LCC#431 · 180 sh | 180 | $13.0K | <0.01% | +62.2% |
| 432 | TD PRIVATE CLIENT WEALTH#432 · 179 sh | 179 | $12.9K | <0.01% | +4.1% |
| 433 | FARMERS & MERCHANTS INVESTMENTS#433 · 177 sh | 177 | $12.8K | — | +6.0% |
| 434 | ROTHSCHILD INVESTMENT#434 · 174 sh | 174 | $12.6K | <0.01% | -77.3% |
| 435 | MassMutual Private Wealth & , FSB#435 · 158 sh | 158 | $11.4K | — | +10.5% |
| 436 | WPG Advisers#436 · 158 sh | 158 | $11.4K | <0.01% | 0.0% |
| 437 | Clearstead#437 · 146 sh | 146 | $10.5K | <0.01% | +1227.3% |
| 438 | KERR FINANCIAL PLANNING#438 · 146 sh | 146 | $10.5K | 0.01% | 0.0% |
| 439 | MEEDER ASSET MANAGEMENT#439 · 143 sh | 143 | $10.3K | <0.01% | +43.0% |
| 440 | OF TOLEDO NA#440 · 141 sh | 141 | $10.2K | — | +9.3% |
| 441 | CVA Family Office#441 · 139 sh | 139 | $10.0K | <0.01% | -43.3% |
| 442 | TrueNorth#442 · 138 sh | 138 | $10.0K | <0.01% | New |
| 443 | Silver Grove Financial Group#443 · 138 sh | 138 | $10.0K | <0.01% | +7.8% |
| 444 | Basepoint Wealth#444 · 135 sh | 135 | $9.8K | <0.01% | -35.4% |
| 445 | Keating Financial Advisory Services#445 · 135 sh | 135 | $9.7K | <0.01% | +114.3% |
| 446 | True Wealth Design#446 · 131 sh | 131 | $9.5K | — | -23.4% |
| 447 | GABLES CAPITAL MANAGEMENT#447 · 116 sh | 116 | $8.4K | <0.01% | 0.0% |
| 448 | Holos Integrated Wealth#448 · 102 sh | 102 | $8.0K | — | 0.0% |
| 449 | Parkside Financial Bank#449 · 108 sh | 108 | $7.8K | <0.01% | 0.0% |
| 450 | Fortitude Family Office#450 · 97 sh | 97 | $7.0K | — | +47.0% |
| 451 | JFS WEALTH ADVISORS#451 · 96 sh | 96 | $6.9K | <0.01% | -11.1% |
| 452 | BOKF, NA#452 · 88 sh | 88 | $6.3K | <0.01% | -99.4% |
| 453 | ACTION POINT FINANCIAL PLANNING#453 · 86 sh | 86 | $6.1K | <0.01% | New |
| 454 | Covestor Ltd#454 · 77 sh | 77 | $6.0K | <0.01% | -38.9% |
| 455 | Clearstead Advisors#455 · 72 sh | 72 | $5.2K | 0.00% | -66.0% |
| 456 | FIRST HORIZON NATIONAL#456 · 68 sh | 68 | $4.9K | — | 0.0% |
| 457 | N.E.W. Advisory Services#457 · 65 sh | 65 | $4.7K | <0.01% | 0.0% |
| 458 | CoreCap Advisors#458 · 60 sh | 60 | $4.3K | — | +1100.0% |
| 459 | Manchester Capital Management#459 · 54 sh | 54 | $3.9K | — | +63.6% |
| 460 | Cromwell#460 · 52 sh | 52 | $3.8K | <0.01% | +40.5% |
| 461 | Cape Investment Advisory#461 · 52 sh | 52 | $3.8K | — | New |
| 462 | CBIZ Investment Advisory Services#462 · 53 sh | 53 | $3.7K | <0.01% | 0.0% |
| 463 | Ares Financial Consulting#463 · 50 sh | 50 | $3.6K | — | +117.4% |
| 464 | Bare Financial Services#464 · 47 sh | 47 | $3.4K | <0.01% | 0.0% |
| 465 | Bell Investment Advisors#465 · 45 sh | 45 | $3.2K | <0.01% | +21.6% |
| 466 | Principia Wealth Advisory#466 · 45 sh | 45 | $3.2K | <0.01% | +275.0% |
| 467 | Tidemark#467 · 43 sh | 43 | $3.1K | <0.01% | 0.0% |
| 468 | RAFFA WEALTH MANAGEMENT#468 · 41 sh | 41 | $3.0K | <0.01% | +2.5% |
| 469 | Creative Capital Management Investments#469 · 41 sh | 41 | $3.0K | <0.01% | New |
| 470 | ZRC WEALTH MANAGEMENT#470 · 41 sh | 41 | $3.0K | — | -4.7% |
| 471 | MidFirst Bank#471 · 39 sh | 39 | $2.8K | <0.01% | 0.0% |
| 472 | Wilmington Savings Fund Society, FSB#472 · 39 sh | 39 | $2.8K | — | New |
| 473 | Pinnacle Wealth Planning Services#473 · 38 sh | 38 | $2.7K | <0.01% | -59.1% |
| 474 | James T. Borello RIA#474 · 34 sh | 34 | $2.5K | — | -71.9% |
| 475 | COMPASS FINANCIAL MANAGEMENT#475 · 32 sh | 32 | $2.3K | <0.01% | — |
| 476 | Kilter Group#476 · 30 sh | 30 | $2.2K | <0.01% | +30.4% |
| 477 | Bay Harbor Wealth Management#477 · 29 sh | 29 | $2.1K | <0.01% | +3.6% |
| 478 | Signature Resources Capital Management#478 · 29 sh | 29 | $2.1K | — | 0.0% |
| 479 | Capital Advisors, Ltd.#479 · 28 sh | 28 | $2.0K | <0.01% | 0.0% |
| 480 | Rialto Wealth Management#480 · 25 sh | 25 | $1.8K | <0.01% | +78.6% |
| 481 | DiNuzzo Private Wealth#481 · 23 sh | 23 | $1.7K | — | +4.5% |
| 482 | HARBOUR INVESTMENTS#482 · 22 sh | 22 | $1.6K | 0.00% | -96.0% |
| 483 | SouthState Bank#483 · 20 sh | 20 | $1.4K | <0.01% | +33.3% |
| 484 | HFM Investment Advisors#484 · 19 sh | 19 | $1.4K | <0.01% | +216.7% |
| 485 | BELLEVUE ASSET MANAGEMENT#485 · 19 sh | 19 | $1.4K | <0.01% | New |
| 486 | Cornerstone Financial Management#486 · 18 sh | 18 | $1.3K | <0.01% | -25.0% |
| 487 | Glen Eagle Advisors#487 · 16 sh | 16 | $1.2K | <0.01% | New |
| 488 | Signature Equity Partners#488 · 15 sh | 15 | $1.1K | <0.01% | 0.0% |
| 489 | BROWN, LISLE/CUMMINGS#489 · 15 sh | 15 | $1.1K | — | -44.4% |
| 490 | Avion Wealth#490 · 14 sh | 14 | $1.0K | <0.01% | +133.3% |
| 491 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#491 · 13 sh | 13 | $968.00 | <0.01% | 0.0% |
| 492 | Bruce G. Allen Investments#492 · 13 sh | 13 | $938.00 | <0.01% | 0.0% |
| 493 | AdvisorNet Financial#493 · 12 sh | 12 | $866.00 | — | -14.3% |
| 494 | SBI Securities , Ltd.#494 · 12 sh | 12 | $866.00 | — | -7.7% |
| 495 | LRI Investments#495 · 11 sh | 11 | $794.00 | <0.01% | New |
| 496 | Investors Portfolio Services#496 · 11 sh | 11 | $794.00 | <0.01% | New |
| 497 | MONTAG A & ASSOCIATES#497 · 10 sh | 10 | $740.00 | 0.00% | 0.0% |
| 498 | JPL Wealth Management#498 · 10 sh | 10 | $722.00 | <0.01% | -85.1% |
| 499 | Private Wealth Management Group#499 · 10 sh | 10 | $722.00 | — | 0.0% |
| 500 | Aventura Private Wealth#500 · 10 sh | 10 | $721.00 | <0.01% | 0.0% |
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.