TRU
TransUnion · Financial Services · Financial - Data & Stock Exchanges
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +1.4% ·
net new positions +11.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 4.30M | $263.04M | n/a | n/a |
| Q2 2026 | 134 | -8 | 144.03M | $11.10B | +3 | −10 |
| Q1 2026 | 144 | -1 | 147.84M | $10.91B | +2 | −4 |
| Q4 2025 | 144 | 0 | 143.52M | $12.30B | +3 | −2 |
| Q3 2025 | 19 | -1 | 78.71M | $6.59B | +1 | −3 |
| Q2 2025 | 18 | -2 | 57.60M | $5.07B | +1 | −3 |
| Q1 2025 | 17 | +2 | 28.23M | $2.34B | +3 | −1 |
| Q4 2024 | 15 | +2 | 27.85M | $2.58B | +2 | n/a |
| Q3 2024 | 12 | 0 | 20.27M | $2.12B | +1 | −1 |
| Q2 2024 | 12 | n/a | 19.19M | $1.42B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 10.88M | +61.2% | $902.76M | 0.2% | ▲ Add | 4 | SEC ↗ ×9 |
| 2 | State Street Global Advisors ✦ (passive) | 4.22M | -1.4% | $349.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 3.22M | +4.4% | $266.76M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 2.72M | +137.5% | $225.92M | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | T. Rowe Price ✦ | 1.77M | +24.5% | $146.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 1.34M | -18.7% | $111.48M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (passive) | 1.34M | -31.1% | $110.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Viking Global Investors ✦ | 1.34M | -67.4% | $110.96M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 261.40K | New | $21.69M | 0.0% | New | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 239.38K | New | $19.87M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 228.86K | +9.1% | $18.99M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | Millennium Management ✦ | 218.17K | -83.3% | $18.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 163.23K | -81.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 14 | Markel Group ✦ | 101.05K | 0.0% | $8.39M | 0.1% | Held | 4 | SEC ↗ ×2 |
| 15 | Gotham Asset Management ✦ | 96.58K | -6.1% | $8.02M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 85.69K | -89.3% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 12.31K | New | $1.02M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $21.69M | 0.0% |
| Two Sigma Investments | $19.87M | 0.0% |
| D. E. Shaw & Co. | $1.02M | 0.0% |
Exited
| Adage Capital Partners | $8.34M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 556 holders, 212.00M shares, $14.19B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 397 sh · $29,775
Officer · 500 sh · $35,000
Officer · 1.00K sh · $70,000
Officer · 250 sh · $15,572
Officer · 1.25K sh · $98,838
Officer · 23.29K sh · $1.79M
Officer · 1.00K sh · $84,420
Officer · 1.07K sh · $90,490
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology