TRANSUNION TRU
COM · Common Stock · CUSIP 89400J107 · ISIN US89400J1079
American consumer credit reporting agency
- SectorIndustrials
- IndustryServices-Consumer Credit Reporting, Collection Agencies
- HeadquartersChicago, IL
- Founded1968
- Websitetransunion.com
- FilingsSEC EDGAR
* 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 ($21.6m this quarter). Holder counts are more reliable. Shares outstanding: 191.6m as of 2026-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $75.52. Options: 9 managers hold calls ($19.5m notional), 8 hold puts ($5.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 425 |
| Q4 2022 | 399 |
| Q1 2023 | 394 |
| Q2 2023 | 423 |
| Q3 2023 | 427 |
| Q4 2023 | 419 |
| Q1 2024 | 435 |
| Q2 2024 | 472 |
| Q3 2024 | 520 |
| Q4 2024 | 564 |
| Q1 2025 | 550 |
| Q2 2025 | 546 |
| Q3 2025 | 562 |
| Q4 2025 | 588 |
| Q1 2026 | 565 |
| Q2 2026 | 521 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 295 | 209 |
| Q4 2024 | 272 | 260 |
| Q1 2025 | 272 | 276 |
| Q2 2025 | 296 | 266 |
| Q3 2025 | 301 | 251 |
| Q4 2025 | 287 | 276 |
| Q1 2026 | 269 | 309 |
| Q2 2026 | 234 | 307 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $79.1m | $19.2m | 0.24 |
| Q4 2025 | $129.3m | $19.3m | 0.15 |
| Q1 2026 | $11.0m | $9.4m | 0.86 |
| Q2 2026 | $19.5m | $5.2m | 0.27 |
Biggest buyers
| Dodge & Cox | Added | +8.0m |
| FMR LLC | Added | +2.1m |
| Independent Franchise Partners LLP | Added | +1.8m |
| Orbis Allan Gray Ltd | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +1.2m |
| Junto Capital Management LP | New | +1.1m |
| Ilex Capital Partners (UK) LLP | Added | +876.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +781.7k |
| TORONTO DOMINION BANK | Added | +736.5k |
| Freestone Grove Partners LP | New | +611.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.3m |
| VAN ECK ASSOCIATES CORP | Reduced | -3.1m |
| Capital International Investors | Sold out | -2.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -2.5m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.4m |
| Pictet Asset Management Holding SA | Reduced | -1.3m |
| MANNING & NAPIER ADVISORS LLC | Reduced | -1.3m |
| PARNASSUS INVESTMENTS, LLC | Sold out | -891.0k |
| MORGAN STANLEY | Reduced | -577.4k |
| Meridiem Capital Partners LP | Reduced | -514.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.3m115.3k shares |
| CITADEL ADVISORS LLC | Added | $3.1m42.9k shares |
| IMC-Chicago, LLC | Added | $3.1m42.6k shares |
| JANE STREET GROUP, LLC | Added | $1.2m17.3k shares |
| GROUP ONE TRADING LLC | Added | $1.2m16.3k shares |
| TUDOR INVESTMENT CORP ET AL | New | $1.1m15.0k shares |
| SIMPLEX TRADING, LLC | Added | $800.8k11.1k shares |
| Walleye Trading LLC | Added | $418.4k5.8k shares |
| Walleye Capital LLC | New | $295.8k4.1k shares |
Biggest puts
| IMC-Chicago, LLC | Added | $1.7m23.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m22.0k shares |
| CITADEL ADVISORS LLC | Added | $584.3k8.1k shares |
| Walleye Capital LLC | New | $411.2k5.7k shares |
| JANE STREET GROUP, LLC | Reduced | $404.0k5.6k shares |
| GROUP ONE TRADING LLC | Reduced | $382.3k5.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $101.0k1.4k shares |
| Walleye Trading LLC | Added | $57.7k800 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.
| Holder | Stake |
|---|---|
| DODGE & COX 13G · institution +3.7 pts · filed 2026-06-05 | 12.1% |
| BlackRock, Inc. 13G · institution +4.1 pts · filed 2025-10-17 | 9.6% |
| Independent Franchise Partners LLP 13G · institution new · filed 2026-05-14 | 6.3% |
| FMR LLC 13G · institution new · filed 2026-08-06 | 6.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13G · institution -1.2 pts · filed 2026-08-12 | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (3.4%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $2.3m | $2.0m |
| Q1 2025 | 0 | — | 4 | $1.9m | $1.9m |
| Q2 2025 | 0 | — | 1 | $251.2k | $251.2k |
| Q3 2025 | 0 | — | 3 | $923.8k | $923.8k |
| Q4 2025 | 0 | — | 3 | $659.6k | $659.6k |
| Q1 2026 | 0 | — | 4 | $1.0m | $1.0m |
| Q2 2026 | 0 | — | 3 | $1.8m | $1.8m |
| Q3 2026 | 0 | — | 6 | $5.8m | $4.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | Abdelsadek Mohamed EVP, Chief Global Solutions | Sold plan | $98.8k1.2k shares |
| 2026-09-10 | Achanta Venkat EVP, Chief Tech, Data & Analy. | Sold | $1.8m23.3k shares |
| 2026-09-01 | CHAOUKI STEVEN M President, US Markets | Sold plan | $84.4k1.0k shares |
| 2026-09-01 | Skinner Todd C. President, International | Sold plan | $84.4k1.0k shares |
| 2026-08-31 | Williams Jennifer A. SVP, Chief Accounting Officer | Sold plan | $90.5k1.1k shares |
| 2026-08-11 | Zuiker Alicia Brooke EVP, CHRO | Sold plan | $680.7k8.7k shares |
| 2026-08-03 | CHAOUKI STEVEN M President, US Markets | Sold plan | $80.0k1.0k shares |
| 2026-08-03 | Skinner Todd C. President, International | Sold plan | $76.0k950 shares |
| 2026-07-28 | Abdelsadek Mohamed EVP, Chief Global Solutions | Sold plan | $2.0m23.5k shares |
| 2026-07-07 | Williams Jennifer A. SVP, Chief Accounting Officer | Sold plan | $77.8k972 shares |
| 2026-07-01 | CHAOUKI STEVEN M President, US Markets | Sold plan | $726.4k10.0k shares |
| 2026-07-01 | Skinner Todd C. President, International | Sold plan | $72.6k1.0k shares |
| 2026-06-01 | CHAOUKI STEVEN M President, US Markets | Sold plan | $353.6k5.0k shares |
| 2026-06-01 | Skinner Todd C. President, International | Sold plan | $70.7k1.0k shares |
| 2026-05-29 | RUSSELL HEATHER J EVP, Chief Legal Officer | Sold plan | $480.3k6.7k shares |
| 2026-05-01 | CHAOUKI STEVEN M President, US Markets | Sold plan | $359.7k5.0k shares |
| 2026-05-01 | Skinner Todd C. President, International | Sold plan | $36.0k500 shares |
| 2026-04-21 | RUSSELL HEATHER J EVP, Chief Legal Officer | Sold plan | $158.6k2.0k shares |
| 2026-04-02 | CHAOUKI STEVEN M President, US Markets | Sold plan | $350.0k5.0k shares |
| 2026-04-01 | Skinner Todd C. President, International | Sold plan | $34.6k500 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Dodge & Cox 0.91% of their portfolio | 24.2m $1.7bn | Added +8.0m |
| BlackRock, Inc. 0.02% of their portfolio | 19.0m $1.4bn | Added +140.3k |
| Independent Franchise Partners LLP 6.61% of their portfolio | 14.0m $1.0bn | Added +1.8m |
| FMR LLC 0.04% of their portfolio | 11.7m $845.2m | Added +2.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.47% of their portfolio | 10.7m $1.5bn | Reduced -2.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 8.7m $628.9m | Added +81.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 8.2m $592.2m | Reduced -69.4k |
| STATE STREET CORP 0.02% of their portfolio | 7.1m $513.4m | Added +176.6k |
| T. Rowe Price Investment Management, Inc. 0.32% of their portfolio | 6.8m $493.2m | Reduced -466.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 6.6m $476.4m | Reduced -4.3m |
| MORGAN STANLEY 0.02% of their portfolio | 6.4m $458.3m | Reduced -577.4k |
| CITADEL ADVISORS LLC 0.18% of their portfolio | 4.4m $314.9m | Added +1.2m |
| Invesco Ltd. 0.02% of their portfolio | 4.3m $307.0m | Added +144.2k |
| Jupiter Topco LLC 0.11% of their portfolio | 3.9m $280.3m | First filing |
| Meritage Group LP 10.16% of their portfolio | 3.7m $263.8m | Added +23.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.6m $260.5m | Added +9.3k |
| Ninety One UK Ltd 0.54% of their portfolio | 3.4m $242.0m | Reduced -193.1k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.3m $236.6m | Added +781.7k |
| Vulcan Value Partners, LLC 5.94% of their portfolio | 2.7m $195.3m | Reduced -500.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.57% of their portfolio | 2.6m $191.1m | Reduced -242.4k |
| Theleme Partners LLP 10.15% of their portfolio | 2.4m $171.0m | Added +52.9k |
| VAN ECK ASSOCIATES CORP 0.09% of their portfolio | 2.1m $152.0m | Reduced -3.1m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.1m $148.1m | Added +362.2k |
| Orbis Allan Gray Ltd 0.50% of their portfolio | 2.0m $145.8m | Added +1.4m |
| BESSEMER GROUP INC 0.19% of their portfolio | 1.9m $138.4m | Reduced -34.8k |
| Ilex Capital Partners (UK) LLP 2.64% of their portfolio | 1.8m $128.8m | Added +876.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $128.5m | Added +7.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.6m $112.7m | Added +115.0k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 1.4m $103.3m | Reduced -100.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $90.6m | Reduced -235.4k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.2m $88.1m | Added +27.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $81.9m | Reduced -1.5k |
| NORGES BANK 0.01% of their portfolio | 1.1m $81.6m | Not comparable |
| Junto Capital Management LP 1.46% of their portfolio | 1.1m $79.0m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $74.9m | Added +226.1k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.0m $73.5m | Added +272.1k |
| UBS Group AG 0.01% of their portfolio | 992.5k $71.6m | Added +46.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 842.0k $60.7m | Reduced -65.3k |
| Triple Frond Partners LLC 5.27% of their portfolio | 817.8k $59.0m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 794.2k $57.3m | Added +9.7k |
| TORONTO DOMINION BANK 0.09% of their portfolio | 762.8k $55.0m | Added +736.5k |
| Legal & General Group Plc 0.01% of their portfolio | 728.2k $52.5m | Reduced -88.4k |
| Holocene Advisors, LP 0.12% of their portfolio | 716.4k $51.7m | Added +471.1k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.41% of their portfolio | 708.0k $51.1m | Added +216.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 702.3k $50.7m | Added +24.6k |
| Amundi 0.01% of their portfolio | 678.9k $49.0m | Reduced -300.6k |
| Marathon Asset Management Ltd 1.88% of their portfolio | 641.4k $46.3m | Added +72.1k |
| Freestone Grove Partners LP 0.29% of their portfolio | 611.4k $44.1m | New |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 546.3k $39.4m | Added +9.2k |
| Swiss National Bank 0.02% of their portfolio | 544.1k $39.3m | Reduced -25.9k |
| BAMCO INC /NY/ 0.06% of their portfolio | 544.0k $39.2m | Reduced -97.1k |
| Danica Pension, Livsforsikringsaktieselskab 0.61% of their portfolio | 533.2k $38.5m | Reduced -49.9k |
| Quantinno Capital Management LP 0.04% of their portfolio | 487.9k $35.2m | Added +10.6k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 478.0k $34.5m | Added +48.6k |
| SG Americas Securities, LLC 0.02% of their portfolio | 477.5k $34.4m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 476.5k $34.4m | Reduced -175.2k |
| TD Asset Management Inc 0.03% of their portfolio | 465.4k $33.6m | Reduced -44.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 437.8k $31.6m | Added +8.2k |
| Nuveen, LLC 0.01% of their portfolio | 393.5k $28.4m | Reduced -46.2k |
| Heron Bay Capital Management 2.54% of their portfolio | 389.0k $28.1m | Reduced -36.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 388.1k $28.0m | Reduced -5.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 384.5k $27.7m | Added +115.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.02% of their portfolio | 381.8k $27.5m | Added +47.8k |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 378.5k $27.3m | Reduced -91.2k |
| Meridiem Capital Partners LP 1.11% of their portfolio | 333.9k $24.1m | Reduced -514.4k |
| CITIGROUP INC 0.01% of their portfolio | 328.9k $23.7m | Added +81.5k |
| Copeland Capital Management, LLC 0.49% of their portfolio | 328.6k $23.7m | Reduced -29.1k |
| CIBC Bancorp USA Inc. 0.03% of their portfolio | 316.9k $22.9m | Reduced -12.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 315.9k $22.8m | Reduced -22.4k |
| Retirement Systems of Alabama 0.07% of their portfolio | 314.2k $22.7m | Reduced -36.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 308.3k $22.2m | Reduced -163.6k |
| Azora Capital LP 0.86% of their portfolio | 281.9k $20.3m | New |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 5.32% of their portfolio | 268.7k $19.4m | Unchanged |
| BECKER CAPITAL MANAGEMENT INC 0.51% of their portfolio | 263.7k $19.0m | Added +250.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 261.1k $18.8m | Reduced -35.9k |
| NICHOLAS COMPANY, INC. 0.34% of their portfolio | 255.1k $18.4m | Reduced -150 |
| California Public Employees Retirement System 0.01% of their portfolio | 252.7k $18.2m | Reduced -11.9k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 248.2k $17.9m | Added +10.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 244.4k $16.9m | Reduced -900 |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 239.6k $17.8m | Reduced -6.2k |
| Gillson Capital LP 0.97% of their portfolio | 228.2k $16.5m | Added +97.5k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.30% of their portfolio | 222.9k $16.1m | Reduced -35.6k |
| ASSETMARK, INC 0.03% of their portfolio | 218.7k $15.8m | Added +3.6k |
| Distillate Capital Partners LLC 0.82% of their portfolio | 218.5k $15.8m | Added +1.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 217.1k $15.7m | Added +1.0k |
| Swedbank AB 0.01% of their portfolio | 210.9k $15.2m | Added +3.7k |
| Erste Asset Management GmbH 0.12% of their portfolio | 210.0k $15.1m | Added +210.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 198.3k $14.3m | Added +10.2k |
| Lansing Management LP 8.24% of their portfolio | 188.6k $13.6m | Reduced -19.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 186.1k $13.4m | Added +7.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 175.4k $12.4m | Reduced -1.4m |
| AVIVA PLC 0.02% of their portfolio | 169.7k $12.2m | Added +1.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 167.3k $12.1m | Reduced -2.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 151.0k $10.9m | Reduced -59.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.10% of their portfolio | 147.5k $10.6m | Added +11.0k |
| Polar Asset Management Partners Inc. 0.19% of their portfolio | 146.7k $10.6m | New |
| Aberdeen Group plc 0.01% of their portfolio | 141.2k $10.2m | Added +2.1k |
| Verition Fund Management LLC 0.07% of their portfolio | 140.4k $10.1m | Added +5.2k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.10% of their portfolio | 138.5k $10.0m | Reduced -13.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 138.0k $10.0m | Reduced -18.8k |