Filing Research | TRU - TransUnion Institutional Holdings

Snapshot holdings

50 / 101 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	3.4MSH	$242.0M
2	Swedbank AB	Shares	210.9KSH	$15.2M
3	BDF-GESTION	Shares	20.5KSH	$10.8M
4	Addenda Capital Inc.	Shares	130.1KSH	$9.4M
5	REINHART PARTNERS, LLC.	Shares	91.5KSH	$6.6M
6	TOTH FINANCIAL ADVISORY CORP	Shares	67.0KSH	$4.8M
7	EQUITABLE TRUST CO	Shares	58.7KSH	$4.2M
8	Louisiana State Employees Retirement System	Shares	56.4KSH	$4.1M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	55.4KSH	$4.0M
10	Canada Post Corp Registered Pension Plan	Shares	53.2KSH	$3.8M
11	Ninety One North America, Inc.	Shares	52.7KSH	$3.8M
12	IFM Investors Pty Ltd	Shares	52.5KSH	$3.8M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	46.2KSH	$3.3M
14	PensionDanmark Pensionsforsikringsaktieselskab	Shares	41.0KSH	$3.0M
15	GATEWAY INVESTMENT ADVISERS LLC	Shares	40.8KSH	$2.9M
16	Morningstar Investment Management LLC	Shares	38.8KSH	$2.7M
17	Munich Reinsurance Co Stock Corp in Munich	Shares	35.7KSH	$2.6M
18	Police & Firemen's Retirement System of New Jersey	Shares	28.9KSH	$2.1M
19	OFI INVEST ASSET MANAGEMENT	Shares	21.8KSH	$1.5M
20	TT International Asset Management LTD	Shares	19.6KSH	$1.5M
21	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	19.3KSH	$1.4M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.4KSH	$1.2M
23	SECURIAN ASSET MANAGEMENT, INC	Shares	14.2KSH	$1.1M
24	XML Financial, LLC	Shares	14.6KSH	$1.1M
25	Worthington Financial Partners, LLC	Shares	12.3KSH	$884.5K
26	ABN AMRO INVESTMENT SOLUTIONS	Shares	11.1KSH	$797.3K
27	Fifth Third Wealth Advisors LLC	Shares	9.0KSH	$647.5K
28	Legacy Wealth Asset Management, LLC	Shares	8.9KSH	$639.2K
29	DAVENPORT & Co LLC	Shares	8.1KSH	$585.5K
30	Sompo Asset Management Co., Ltd.	Shares	7.8KSH	$566.3K
31	BENJAMIN EDWARDS INC	Shares	7.5KSH	$543.4K
32	Crossmark Global Holdings, Inc.	Shares	7.4KSH	$536.0K
33	E. Ohman J:or Asset Management AB	Shares	6.9KSH	$497.8K
34	Sivia Capital Partners, LLC	Shares	6.5KSH	$470.9K
35	Fideuram Asset Management (Ireland) dac	Shares	7.1KSH	$466.0K
36	ROCKLAND TRUST CO	Shares	6.4KSH	$461.7K
37	GREENLEAF TRUST	Shares	6.1KSH	$441.9K
38	Central Pacific Bank - Trust Division	Shares	6.0KSH	$429.2K
39	RMR Wealth Builders	Shares	5.9KSH	$427.6K
40	Assenagon Asset Management S.A.	Shares	5.3KSH	$382.7K
41	Wellspring Financial Advisors, LLC	Shares	4.6KSH	$331.2K
42	Brookstone Capital Management	Shares	4.3KSH	$306.7K
43	Sequoia Financial Advisors, LLC	Shares	3.9KSH	$279.6K
44	Ninety One SA (PTY) Ltd	Shares	3.8KSH	$271.8K
45	QRG CAPITAL MANAGEMENT, INC.	Shares	3.7KSH	$270.4K
46	Arlington Partners LLC	Shares	3.6KSH	$260.9K
47	GAMMA Investing LLC	Shares	3.6KSH	$259.3K
48	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	3.3KSH	$240.8K
49	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.1KSH	$220.6K
50	Cadent Capital Advisors, LLC	Shares	2.9KSH	$208.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 120 loaded

#		Instrument
1	BDF-GESTION trimmed	Shares	-2.3K	+$9.2M	$10.8M
2	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+40.8K	+$2.9M	$2.9M
3	Munich Reinsurance Co Stock Corp in Munich new	Shares	+35.7K	+$2.6M	$2.6M
4	Swedbank AB added	Shares	+3.7K	+$877.4K	$15.2M
5	IFM Investors Pty Ltd added	Shares	+8.5K	+$740.6K	$3.8M
6	OFI INVEST ASSET MANAGEMENT added	Shares	+7.6K	+$545.5K	$1.5M
7	Fideuram Asset Management (Ireland) dac new	Shares	+7.1K	+$466.0K	$466.0K
8	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+4.6K	+$439.3K	$3.0M
9	Addenda Capital Inc. trimmed	Shares	-965	+$317.2K	$9.4M
10	EQUITABLE TRUST CO added	Shares	+1.2K	+$253.1K	$4.2M
11	Fifth Third Wealth Advisors LLC added	Shares	+3.2K	+$250.6K	$647.5K
12	Louisiana State Employees Retirement System added	Shares	+600	+$207.9K	$4.1M
13	Sompo Asset Management Co., Ltd. added	Shares	+2.2K	+$175.4K	$566.3K
14	Ninety One North America, Inc. unchanged	Shares	0	+$155.5K	$3.8M
15	SECURIAN ASSET MANAGEMENT, INC added	Shares	+47	+$154.6K	$1.1M
16	Central Pacific Bank - Trust Division added	Shares	+1.8K	+$138.6K	$429.2K
17	TT International Asset Management LTD added	Shares	+202	+$117.5K	$1.5M
18	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-31	+$54.7K	$1.4M
19	Crossmark Global Holdings, Inc. added	Shares	+348	+$46.0K	$536.0K
20	XML Financial, LLC unchanged	Shares	0	+$43.0K	$1.1M
21	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-643	+$40.7K	$2.1M
22	Worthington Financial Partners, LLC trimmed	Shares	-62	+$31.9K	$884.5K
23	SJS Investment Consulting Inc. added	Shares	+416	+$31.1K	$58.4K
24	QRG CAPITAL MANAGEMENT, INC. added	Shares	+257	+$28.9K	$270.4K
25	Legacy Wealth Asset Management, LLC added	Shares	+12	+$27.0K	$639.2K
26	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$20.4K	$497.8K
27	ROCKLAND TRUST CO unchanged	Shares	0	+$18.9K	$461.7K
28	RMR Wealth Builders unchanged	Shares	0	+$17.5K	$427.6K
29	BENJAMIN EDWARDS INC trimmed	Shares	-105	+$15.0K	$543.4K
30	Wellspring Financial Advisors, LLC unchanged	Shares	0	+$13.5K	$331.2K
31	Mirae Asset Global Investments Co., Ltd. added	Shares	+92	+$10.8K	$109.2K
32	Arlington Partners LLC unchanged	Shares	0	+$10.7K	$260.9K
33	Cadent Capital Advisors, LLC added	Shares	+1	+$8.6K	$208.8K
34	Owl Creek Wealth Partners LLC added	Shares	+80	+$6.2K	$16.9K
35	CoreCap Advisors, LLC added	Shares	+55	+$4.0K	$4.3K
36	Cape Investment Advisory, Inc. new	Shares	+52	+$3.8K	$3.8K
37	Global X Japan Co., Ltd. added	Shares	+37	+$3.4K	$20.8K
38	Creative Capital Management Investments LLC new	Shares	+41	+$3.0K	$3.0K
39	Fortitude Family Office, LLC added	Shares	+31	+$2.4K	$7.0K
40	Ares Financial Consulting, LLC added	Shares	+27	+$2.0K	$3.6K
41	MassMutual Private Wealth & Trust, FSB added	Shares	+15	+$1.5K	$11.4K
42	TRUST CO OF TOLEDO NA /OH/ added	Shares	+12	+$1.2K	$10.2K
43	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+10	+$1.2K	$12.8K
44	Cromwell Holdings LLC added	Shares	+15	+$1.2K	$3.8K
45	Holos Integrated Wealth LLC unchanged	Shares	0	+$1.0K	$8.0K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+8.2K	+$798	$5.7K
47	LRI Investments, LLC new	Shares	+11	+$794	$794
48	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	+$358	$10.5K
49	FIRST HORIZON CORP unchanged	Shares	0	+$201	$4.9K
50	AMALGAMATED BANK trimmed	Shares	-1.0K	+$181	$6.2K

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