Vault-13

THOMSON REUTERS CORP.

COM NEW · CUSIP 884903709 · ISIN CA8849037095

406 institutional holders +16 vs Q4 2022
91,511,47191.5m shares reported held*
$12.0bnreported value*
50 new 133 added 141 reduced 32 sold out net sold ≈ $233.6m (-1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($114.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $130.90. Options: 10 managers hold calls ($56.6m notional), 9 hold puts ($34.8m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 375Q4 22: 390Q1 23: 406406Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022375
Q4 2022390
Q1 2023406

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 159 bought or addedQ4 22: 193 cut or sold outQ4 22Q1 23: 183 bought or addedQ1 23: 173 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022159193
Q1 2023183173

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 22 calls: $33.7mQ3 22 puts: $45.7mQ3 22P/C 1.36Q4 22 calls: $30.8mQ4 22 puts: $59.9mQ4 22P/C 1.95Q1 23 calls: $56.6mQ1 23 puts: $34.8mQ1 23P/C 0.61
Numbers
QuarterCallsPutsP/C
Q3 2022$33.7m$45.7m1.36
Q4 2022$30.8m$59.9m1.95
Q1 2023$56.6m$34.8m0.61

Biggest buyers

FMR LLC Added +3,717,923+3.7m
LOS ANGELES CAPITAL MANAGEMENT LLC Added +278,050+278.1k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +247,055+247.1k
JPMORGAN CHASE & CO Added +201,393+201.4k
MILLENNIUM MANAGEMENT LLC Added +172,916+172.9k
MORGAN STANLEY Added +161,874+161.9k
ENVESTNET ASSET MANAGEMENT INC Added +128,929+128.9k
Man Group plc New +97,447+97.4k
BANK OF MONTREAL /CAN/ Added +86,435+86.4k
Waratah Capital Advisors Ltd. New +81,644+81.6k

Biggest sellers

TPG GP A, LLC Sold out -1,256,078-1.3m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -1,108,515-1.1m
Junto Capital Management LP Reduced -565,848-565.8k
Schonfeld Strategic Advisors LLC Reduced -509,707-509.7k
ROYAL BANK OF CANADA Reduced -392,454-392.5k
Connor, Clark & Lunn Investment Management Ltd. Reduced -295,346-295.3k
MACKENZIE FINANCIAL CORP Reduced -274,134-274.1k
TORONTO DOMINION BANK Reduced -256,843-256.8k
ADAGE CAPITAL PARTNERS GP, L.L.C. Sold out -225,000-225.0k
GOLDMAN SACHS GROUP INC Reduced -194,447-194.4k

Biggest calls

ROYAL BANK OF CANADA Added $20.8m160.0k shares
CIBC WORLD MARKET INC. Added $11.7m90.0k shares
D. E. Shaw & Co., Inc. Added $11.6m89.0k shares
SIG North Trading, ULC Added $5.6m43.3k shares
PEAK6 Investments LLC Added $3.5m27.1k shares
CITADEL ADVISORS LLC Added $3.0m22.7k shares
Walleye Trading LLC Added $208.2k1.6k shares
SIMPLEX TRADING, LLC Added $195.0k1.5k shares
Leverage Partners Absolute Return Fund SPC New $3.3k25.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SIG North Trading, ULC Reduced $15.7m120.7k shares
Walleye Trading LLC Reduced $6.0m45.8k shares
CIBC WORLD MARKET INC. New $5.2m40.0k shares
CITADEL ADVISORS LLC Reduced $3.6m28.0k shares
D. E. Shaw & Co., Inc. Reduced $2.6m20.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $754.7k5.8k shares
SIMPLEX TRADING, LLC Reduced $637.0k4.9k shares
JANE STREET GROUP, LLC Reduced $312.3k2.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Woodbridge CO LTD 13D · may seek influence +0.1 pts · filed 2026-04-17
Stated purposeSee Item 5(c) for a discussion of certain transactions by the Reporting Persons in the Common Shares. Thomson Investments Limited, Woodbridge and the other Reporting Persons plan to maintain their controlling interest in Thomson Reuters. From time to time, each of the Reporting Persons may acquire or dispose of Common Shares for liquidity and other reasons. Although there are currently no plans or proposals other than with respect to the acquisition or disposition of less than one half of one percent of the outstanding Common Shares for liquidity or other reasons as noted above, the Reporting Persons may consider or develop plans or proposals in the future that relate to items (a) through (j) below. This may include, but not be limited to, increasing or decreasing their investment in Comm… Full filing
 70.6% +0.1 pts 312.5m 2026-04-17

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.58% of their portfolio TORONTO, A6 14,825,47514.8m $1.9bn $1.9bn 0.58% Reduced -392.5k -392,454
2 FMR LLC 0.05% of their portfolio BOSTON, MA 7,751,4687.8m $1.0bn $1.0bn 0.05% Added +3.7m +3,717,923
3 BANK OF MONTREAL /CAN/ 0.33% of their portfolio TORONTO, A6 5,810,4125.8m $778.1m $778.1m 0.33% Added +86.4k +86,435
4 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 5,649,8065.6m $735.2m $735.2m 0.02% Added +26.2k +26,159
5 MACKENZIE FINANCIAL CORP 1.14% of their portfolio TORONTO ONTARIO, A6 5,632,3495.6m $732.8m $732.8m 1.14% Reduced -274.1k -274,134
6 JARISLOWSKY, FRASER Ltd 4.38% of their portfolio MONTREAL, A8 5,472,3725.5m $711.0m $711.0m 4.38% Reduced -155.1k -155,114
7 FIL Ltd 0.46% of their portfolio HAMILTON, D0 3,053,1593.1m $397.2m $397.2m 0.46% Reduced -73.0k -72,989
8 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.22% of their portfolio Toronto, A6 3,034,3753.0m $394.7m $394.7m 0.22% Reduced -1.1m -1,108,515
9 Fiera Capital Corp 1.18% of their portfolio MONTREAL, A8 3,031,2483.0m $394.4m $394.4m 1.18% Reduced -26.0k -26,049
10 Connor, Clark & Lunn Investment Management Ltd. 1.89% of their portfolio VANCOUVER, A1 2,682,6372.7m $349.0m $349.0m 1.89% Reduced -295.3k -295,346
11 TD Asset Management Inc 0.33% of their portfolio Toronto, A6 2,118,4822.1m $275.3m $275.3m 0.33% Reduced -70.9k -70,893
12 NORGES BANK 0.05% of their portfolio OSLO, Q8 1,880,1761.9m $244.6m $244.6m 0.05% Added +62.0k +62,001
13 WCM INVESTMENT MANAGEMENT, LLC 0.74% of their portfolio LAGUNA BEACH, CA 1,774,3561.8m $230.9m $230.9m 0.74% Reduced -3.0k -3,007
14 BANK OF NOVA SCOTIA 0.62% of their portfolio TORONTO, A6 1,605,9561.6m $209.0m $209.0m 0.62% Added +6.3k +6,311
15 1832 Asset Management L.P. 0.42% of their portfolio TORONTO, A6 1,578,7201.6m $205.4m $205.4m 0.42% Added +3.5k +3,466
16 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 1,502,4541.5m $195.5m $195.5m 0.02% Added +40.7k +40,740
17 NATIONAL BANK OF CANADA /FI/ 0.53% of their portfolio MONTREAL, A8 1,497,8951.5m $194.7m $194.7m 0.53% Reduced -43.6k -43,628
18 Clearbridge Investments, LLC 0.18% of their portfolio NEW YORK, NY 1,438,1311.4m $187.1m $187.1m 0.18% Reduced -38.5k -38,498
19 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,173,2871.2m $152.7m $152.7m 0.02% Added +161.9k +161,874
20 CIBC WORLD MARKET INC. 0.53% of their portfolio TORONTO, A6 1,132,2471.1m $147.3m $147.3m 0.53% Reduced -49.2k -49,171
21 TORONTO DOMINION BANK 0.24% of their portfolio TORONTO, ONTARIO, A6 1,099,5131.1m $148.7m $148.7m 0.24% Reduced -256.8k -256,843
22 Legal & General Group Plc 0.05% of their portfolio London, X0 997,738997.7k $129.6m $129.6m 0.05% Reduced -103.2k -103,181
23 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 891,791891.8k $116.0m $116.0m 0.02% Added +201.4k +201,393
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio Boston, MA 700,354700.4k $91.1m $91.1m 0.03% Added +7.2k +7,192
25 Swiss National Bank 0.06% of their portfolio ZURICH, V8 675,986676.0k $87.8m $87.8m 0.06% Reduced -37.4k -37,400
26 BlackRock Inc. 0.00% of their portfolio New York, NY 658,883658.9k $85.7m $85.7m 0.00% Added +53.4k +53,391
27 CREDIT SUISSE AG/ 0.08% of their portfolio ZURICH, V8 636,000636.0k $82.8m $82.8m 0.08% Added +80.6k +80,610
28 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.40% of their portfolio IRVING, TX 547,723547.7k $71.3m $71.3m 0.40% Reduced -13.1k -13,065
29 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 543,968544.0k $70.6m $70.6m 0.01% Added +2.4k +2,392
30 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 539,693539.7k $70.2m $70.2m 0.01% Reduced -9.3k -9,347
31 Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio CHIYODA-KU, TOKYO, M0 532,245532.2k $71.2m $71.2m 0.05% Reduced -62.1k -62,122
32 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 509,623509.6k $66.3m $66.3m 0.03% Added +128.9k +128,929
33 CANADA PENSION PLAN INVESTMENT BOARD 0.09% of their portfolio TORONTO ONTARIO, A6 425,373425.4k $55.3m $55.3m 0.09% Added +42.6k +42,580
34 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 421,673421.7k $54.9m $54.9m 0.01% Reduced -194.4k -194,447
35 Alberta Investment Management Corp 0.52% of their portfolio EDMONTON, A0 414,559414.6k $53.9m $53.9m 0.52% Reduced -90.3k -90,256
36 Amundi 0.03% of their portfolio Paris, I0 388,995389.0k $50.9m $50.9m 0.03% Reduced -77.9k -77,894
37 CIDEL ASSET MANAGEMENT INC 2.14% of their portfolio TORONTO, A6 358,207358.2k $46.5m $46.5m 2.14% Added +38.6k +38,566
38 LOS ANGELES CAPITAL MANAGEMENT LLC 0.18% of their portfolio LOS ANGELES, CA 318,484318.5k $41.4m $41.4m 0.18% Added +278.1k +278,050
39 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 283,769283.8k $36.9m $36.9m 0.01% Reduced -7.9k -7,925
40 Junto Capital Management LP 0.98% of their portfolio NEW YORK, NY 268,335268.3k $34.9m $34.9m 0.98% Reduced -565.8k -565,848
41 GUARDIAN CAPITAL LP 1.11% of their portfolio TORONTO, A6 266,773266.8k $34.7m $34.7m 1.11% Added +221 +221
42 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 259,464259.5k $34.7m $34.7m 0.01% Reduced -306 -306
43 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio BOSTON, MA 247,055247.1k $32.1m $32.1m 0.04% New
44 CANADA LIFE ASSURANCE Co 0.08% of their portfolio WINNIPEG, A2 236,984237.0k $30.8m $30.8m 0.08% Reduced -548 -548
45 DEUTSCHE BANK AG\ 0.02% of their portfolio FRANKFURT AM MAIN, 2M 208,717208.7k $27.2m $27.2m 0.02% Reduced -1.7k -1,727
46 Triasima Portfolio Management inc. 2.19% of their portfolio MONTREAL, A8 203,780203.8k $26.5m $26.5m 2.19% Reduced -4.7k -4,690
47 AXA S.A. 0.09% of their portfolio PARIS, I0 201,341201.3k $26.2m $26.2m 0.09% Added +11.3k +11,305
48 TD Waterhouse Canada Inc. 0.36% of their portfolio TORONTO, A6 200,982201.0k $35.2m $35.2m 0.36% Reduced -20.3k -20,254
49 CIBC Asset Management Inc 0.10% of their portfolio TORONTO, Z4 196,454196.5k $25.5m $25.5m 0.10% Added +267 +267
50 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 190,609190.6k $24.8m $24.8m 0.03% Added +172.9k +172,916
51 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 183,239183.2k $23.8m $23.8m 0.04% Added +27.7k +27,723
52 Federation des caisses Desjardins du Quebec 0.32% of their portfolio LEVIS, A8 181,239181.2k $28.9m $28.9m 0.32% Reduced -34.2k -34,184
53 SCOTIA CAPITAL INC. 0.17% of their portfolio TORONTO, A6 181,066181.1k $23.5m $23.5m 0.17% Added +61.6k +61,591
54 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 166,422166.4k $21.6m $21.6m 0.03% Reduced -20.8k -20,750
55 Candriam S.C.A. 0.14% of their portfolio STRASSEN, N4 165,330165.3k $19.8m $19.8m 0.14% Reduced -47.1k -47,131
56 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio JUPITER, FL 161,286161.3k $21.0m $21.0m 0.10% Reduced -33.5k -33,490
57 Caisse de depot et placement du Quebec 0.05% of their portfolio Montreal, A8 141,600141.6k $18.4m $18.4m 0.05% Reduced -3.0k -3,000
58 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 132,581132.6k $17.3m $17.3m 0.00% Added +3.0k +3,010
59 BAROMETER CAPITAL MANAGEMENT INC. 5.78% of their portfolio TORONTO, A6 124,490124.5k $22.5m $22.5m 5.78% Added +7.0k +7,002
60 Hudson Bay Capital Management LP 0.09% of their portfolio STAMFORD, CT 120,000120.0k $15.6m $15.6m 0.09% Added +60.0k +60,000
61 Russell Investments Group, Ltd. 0.03% of their portfolio Seattle, WA 109,047109.0k $14.2m $14.2m 0.03% Reduced -20.9k -20,938
62 BANK OF NOVA SCOTIA TRUST CO 1.42% of their portfolio TORONTO, A6 99,34999.3k $12.9m $12.9m 1.42% Reduced -37.3k -37,318
63 Man Group plc 0.05% of their portfolio LONDON, X0 97,44797.4k $12.7m $12.7m 0.05% New
64 Credential Qtrade Securities Inc. 0.80% of their portfolio VANCOUVER, A1 92,48192.5k $12.0m $12.0m 0.80% Reduced -2.7k -2,671
65 NATIXIS ADVISORS, LLC 0.04% of their portfolio Boston, MA 92,43992.4k $12.0m $12.0m 0.04% Added +80.4k +80,446
66 HSBC HOLDINGS PLC 0.02% of their portfolio LONDON, X0 91,08791.1k $11.9m $11.9m 0.02% Reduced -93.4k -93,419
67 Andra AP-fonden 0.41% of their portfolio GOTEBORG, V7 90,00090.0k $15.8m $15.8m 0.41% Added +26.5k +26,500
68 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 89,92389.9k $11.7m $11.7m 0.01% Added +5.2k +5,222
69 Hilton Capital Management, LLC 1.34% of their portfolio Garden City, NY 89,76189.8k $10.2m $10.2m 1.34% Reduced -2.6k -2,586
70 MONTRUSCO BOLTON INVESTMENTS INC. 0.24% of their portfolio MONTREAL, A8 88,64188.6k $11.5m $11.5m 0.24% Reduced -134.3k -134,348
71 Allianz Asset Management GmbH 0.02% of their portfolio MUNICH, 2M 85,40285.4k $11.2m $11.2m 0.02% Reduced -105.8k -105,826
72 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 85,29585.3k $11.1m $11.1m 0.01% Added +20.9k +20,923
73 INTACT INVESTMENT MANAGEMENT INC. 0.45% of their portfolio MONTREAL, A8 84,06684.1k $10.9m $10.9m 0.45% Reduced -57.8k -57,789
74 Mn Services Vermogensbeheer B.V. 0.11% of their portfolio THE HAGUE, P7 83,90083.9k $10.9m $10.9m 0.11% Added +2.5k +2,500
75 Gillson Capital LP 0.90% of their portfolio CHICAGO, IL 83,87783.9k $10.9m $10.9m 0.90% Reduced -106.4k -106,389
76 Waratah Capital Advisors Ltd. 0.52% of their portfolio TORONTO, A6 81,64481.6k $10.6m $10.6m 0.52% New
77 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 80,17280.2k $10.4m $10.4m 0.00% Reduced -6.5k -6,537
78 CWM, LLC 0.07% of their portfolio OMAHA, NE 78,35578.4k $10.2m $10.2m 0.07% Reduced -5.1k -5,143
79 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 76,03776.0k $9.9m $9.9m 0.04% Reduced -7.6k -7,626
80 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 75,47975.5k $9.8m $9.8m 0.03% Added +20.0k +20,000
81 PICTET ASSET MANAGEMENT SA 0.01% of their portfolio GENEVA 73, V8 72,39572.4k $9.4m $9.4m 0.01% Reduced -754 -754
82 Schonfeld Strategic Advisors LLC 0.09% of their portfolio NEW YORK, NY 72,03472.0k $9.4m $9.4m 0.09% Reduced -509.7k -509,707
83 Korea Investment CORP 0.03% of their portfolio SEOUL, M5 68,91968.9k $9.2m $9.2m 0.03% Reduced -97.3k -97,273
84 UBS Group AG 0.00% of their portfolio ZURICH, V8 63,52563.5k $8.3m $8.3m 0.00% Added +21.0k +21,045
85 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 59,85759.9k $7.8m $7.8m 0.01% Added +52.0k +51,963
86 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 57,19657.2k $7.4m $7.4m 0.01% Reduced -5.5k -5,482
87 Addenda Capital Inc. 0.40% of their portfolio MONTREAL, A8 54,65754.7k $9.6m $9.6m 0.40% Reduced -421 -421
88 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.11% of their portfolio Stamford, CT 53,77653.8k $7.0m $7.0m 0.11% Added +3.7k +3,666
89 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 51,13551.1k $6.7m $6.7m 0.02% Added +31.6k +31,600
90 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 49,96850.0k $6.5m $6.5m 0.01% Reduced -12.4k -12,394
91 Cubist Systematic Strategies, LLC 0.06% of their portfolio STAMFORD, CT 49,56149.6k $6.4m $6.4m 0.06% Added +39.2k +39,170
92 Ilmarinen Mutual Pension Insurance Co 0.09% of their portfolio HELSINKI, H9 48,00048.0k $6.4m $6.4m 0.09% Unchanged
93 Mariner, LLC 0.02% of their portfolio Overland Park, KS 47,42547.4k $6.2m $6.2m 0.02% Added +2.7k +2,701
94 Achmea Investment Management B.V. 0.17% of their portfolio ZEIST, P7 43,84543.8k $5.7m $5.7m 0.17% Added +27.8k +27,783
95 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 42,17142.2k $5.5m $5.5m 0.01% Reduced -40.6k -40,565
96 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 41,65441.7k $5.4m $5.4m 0.03% New
97 AGF MANAGEMENT LTD 0.04% of their portfolio TORONTO, A6 41,52841.5k $5.4m $5.4m 0.04% Reduced -134.9k -134,944
98 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 41,05941.1k $5.3m $5.3m 0.00% Reduced -326 -326
99 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 40,07140.1k $5.2m $5.2m 0.01% Added +30.3k +30,291
100 Orion Porfolio Solutions, LLC 0.06% of their portfolio OMAHA, NE 40,02640.0k $5.2m $5.2m 0.06% Reduced -5.1k -5,107