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 ($26.1m this quarter). Holder counts are more reliable. Shares outstanding: 194.3m as of 2024-06-30, 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 ≈ $74.02. Options: 11 managers hold calls ($48.3m notional), 11 hold puts ($20.8m).
Trends to Q2 2024
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 199 | 225 |
| Q1 2023 | 199 | 184 |
| Q2 2023 | 223 | 176 |
| Q3 2023 | 202 | 189 |
| Q4 2023 | 196 | 237 |
| Q1 2024 | 213 | 214 |
| Q2 2024 | 248 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $31.8m | $15.5m | 0.49 |
| Q4 2023 | $70.3m | $24.5m | 0.35 |
| Q1 2024 | $48.9m | $21.1m | 0.43 |
| Q2 2024 | $48.3m | $20.8m | 0.43 |
Biggest buyers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +4.0m |
| CITADEL ADVISORS LLC | Added | +2.5m |
| STEADFAST CAPITAL MANAGEMENT LP | Added | +1.3m |
| XN LP | Added | +1.3m |
| Theleme Partners LLP | Added | +896.0k |
| Balyasny Asset Management L.P. | Added | +704.8k |
| Ninety One UK Ltd | Added | +698.6k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +674.2k |
| Blackstone Inc. | New | +540.0k |
| NORGES BANK | Added | +443.5k |
Biggest sellers
| MORGAN STANLEY | Reduced | -14.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -5.2m |
| Independent Franchise Partners LLP | Reduced | -4.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.5m |
| FMR LLC | Reduced | -2.2m |
| Unisphere Establishment | Sold out | -1.7m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.6m |
| Boston Partners | Sold out | -1.1m |
| VAN ECK ASSOCIATES CORP | Reduced | -381.6k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -316.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $12.3m166.5k shares |
| Balyasny Asset Management L.P. | Added | $11.1m150.0k shares |
| Walleye Trading LLC | Added | $6.4m86.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.3m84.9k shares |
| Twin Tree Management, LP | New | $5.2m69.5k shares |
| CITADEL ADVISORS LLC | Reduced | $4.1m55.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.2m16.1k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.1m14.2k shares |
| GROUP ONE TRADING LLC | Added | $474.6k6.4k shares |
| Walleye Capital LLC | Added | $140.9k1.9k shares |
Biggest puts
| Twin Tree Management, LP | New | $8.6m115.7k shares |
| Polar Asset Management Partners Inc. | New | $3.7m50.0k shares |
| MILLENNIUM MANAGEMENT LLC | New | $2.3m30.5k shares |
| CITADEL ADVISORS LLC | Reduced | $2.2m29.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m21.4k shares |
| Walleye Trading LLC | Reduced | $1.3m17.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $459.0k6.2k shares |
| JPMORGAN CHASE & CO | New | $296.6k4.0k shares |
| Walleye Capital LLC | Added | $296.6k4.0k shares |
| GROUP ONE TRADING LLC | Reduced | $200.2k2.7k 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 in Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 1 | $2.0m | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 3 | $2.5m | $2.0m |
| Q2 2023 | 0 | — | 6 | $2.6m | $542.5k |
| Q3 2023 | 0 | — | 3 | $427.0k | $273.0k |
| Q4 2023 | 2 | $205.9k | 1 | $91.1k | $91.1k |
| Q1 2024 | 0 | — | 3 | $1.2m | $1.1m |
| Q2 2024 | 0 | — | 2 | $1.4m | $1.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-21 | RUSSELL HEATHER J EVP, Chief Legal Officer | Sold plan | $523.5k7.1k shares |
| 2024-06-14 | RUSSELL HEATHER J EVP, Chief Legal Officer | Sold plan | $511.7k7.0k shares |
| 2024-06-03 | CHAOUKI STEVEN M President, US Markets | Sold plan | $127.9k1.8k shares |
| 2024-05-01 | CHAOUKI STEVEN M President, US Markets | Sold plan | $129.9k1.8k shares |
| 2024-04-01 | CHAOUKI STEVEN M President, US Markets & CI | Sold plan | $144.3k1.8k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 17.9m $1.3bn | Added +70.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.37% of their portfolio | 16.3m $1.2bn | Added +4.0m |
| BlackRock Inc. 0.02% of their portfolio | 9.5m $703.8m | Added +91.6k |
| Capital International Investors 0.13% of their portfolio | 8.8m $650.4m | Reduced -223.5k |
| MORGAN STANLEY 0.04% of their portfolio | 7.8m $575.8m | Reduced -14.0m |
| APG Asset Management N.V. 0.83% of their portfolio | 6.7m $466.8m | Reduced -167.0k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.64% of their portfolio | 6.0m $447.6m | Reduced -316.1k |
| Meritage Group LP 9.78% of their portfolio | 5.2m $385.0m | Added +44.5k |
| CITADEL ADVISORS LLC 0.36% of their portfolio | 5.0m $367.9m | Added +2.5m |
| VAN ECK ASSOCIATES CORP 0.52% of their portfolio | 4.9m $366.0m | Reduced -381.6k |
| BESSEMER GROUP INC 0.59% of their portfolio | 4.5m $336.3m | Reduced -31.8k |
| STATE STREET CORP 0.01% of their portfolio | 4.4m $326.3m | Added +96.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 3.8m $281.1m | Reduced -3.5m |
| T. Rowe Price Investment Management, Inc. 0.17% of their portfolio | 3.7m $273.6m | Reduced -1.6m |
| VICTORY CAPITAL MANAGEMENT INC 0.26% of their portfolio | 3.5m $257.3m | Added +674.2k |
| BlueSpruce Investments, LP 4.72% of their portfolio | 3.5m $257.1m | Reduced -244.9k |
| Independent Franchise Partners LLP 2.33% of their portfolio | 3.4m $252.9m | Reduced -4.3m |
| JANUS HENDERSON GROUP PLC 0.12% of their portfolio | 3.1m $228.3m | Added +257.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.0m $220.5m | Added +55.5k |
| Ninety One UK Ltd 0.53% of their portfolio | 2.6m $190.4m | Added +698.6k |
| Theleme Partners LLP 8.41% of their portfolio | 2.3m $169.2m | Added +896.0k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 2.3m $168.6m | Added +298.2k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 2.2m $166.8m | Reduced -119.9k |
| XN LP 7.00% of their portfolio | 2.0m $146.4m | Added +1.3m |
| PLATINUM INVESTMENT MANAGEMENT LTD 5.64% of their portfolio | 1.9m $139.4m | Reduced -137.8k |
| CCLA Investment Management 2.10% of their portfolio | 1.8m $136.6m | Reduced -106.6k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 1.7m $127.1m | Added +55.6k |
| NORGES BANK 0.02% of their portfolio | 1.7m $124.1m | Added +443.5k |
| STEADFAST CAPITAL MANAGEMENT LP 2.86% of their portfolio | 1.6m $120.0m | Added +1.3m |
| Danica Pension, Livsforsikringsaktieselskab 2.38% of their portfolio | 1.6m $116.3m | Added +270.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.5m $113.1m | Reduced -5.2m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.5m $112.8m | Added +161.8k |
| Balyasny Asset Management L.P. 0.29% of their portfolio | 1.5m $110.3m | Added +704.8k |
| Amundi 0.04% of their portfolio | 1.4m $103.6m | Reduced -257.8k |
| Rockefeller Capital Management L.P. 0.28% of their portfolio | 1.3m $97.8m | Reduced -180.9k |
| PARNASSUS INVESTMENTS, LLC 0.21% of their portfolio | 1.3m $95.6m | Reduced -110.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $89.5m | Added +256.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 1.2m $86.6m | Reduced -45.7k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.2m $85.5m | Reduced -94.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.1m $84.2m | Reduced -48.1k |
| FMR LLC 0.01% of their portfolio | 1.1m $82.6m | Reduced -2.2m |
| Legal & General Group Plc 0.02% of their portfolio | 1.1m $80.9m | Added +14.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $80.8m | Added +51.1k |
| MARSHALL WACE, LLP 0.11% of their portfolio | 1.1m $80.6m | Added +43.4k |
| Zurich Insurance Group Ltd/FI 0.68% of their portfolio | 1.1m $78.2m | Added +19.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.1m $77.9m | Added +297.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 984.2k $73.0m | Added +125.4k |
| BAMCO INC /NY/ 0.20% of their portfolio | 928.6k $68.9m | Reduced -3.5k |
| Kinetic Partners Management, LP 4.47% of their portfolio | 829.1k $61.5m | Added +11.0k |
| Pictet Asset Management Holding SA 0.07% of their portfolio | 819.4k $60.8m | Reduced -125.2k |
| Candlestick Capital Management LP 2.25% of their portfolio | 788.0k $58.4m | Reduced -100.0k |
| Marathon Asset Management Ltd 1.74% of their portfolio | 749.3k $55.6m | Added +5.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.21% of their portfolio | 700.1k $51.9m | Added +75.6k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 676.7k $50.2m | Reduced -109.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 661.2k $49.0m | Added +18.7k |
| UNTITLED INVESTMENTS LP 10.34% of their portfolio | 624.3k $46.3m | Added +133.6k |
| Swiss National Bank 0.03% of their portfolio | 575.1k $42.6m | Reduced -5.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.40% of their portfolio | 549.6k $40.8m | Reduced -80.0k |
| C WorldWide Group Holding A/S 0.44% of their portfolio | 547.0k $40.6m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 545.1k $40.4m | Reduced -24.4k |
| Blackstone Inc. 0.18% of their portfolio | 540.0k $40.0m | New |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 535.1k $39.7m | Reduced -15.3k |
| Invesco Ltd. 0.01% of their portfolio | 534.9k $39.7m | Reduced -12.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 510.8k $37.9m | Reduced -137.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 509.7k $37.8m | Added +46.3k |
| Bridgewater Associates, LP 0.18% of their portfolio | 466.9k $34.6m | Added +117.5k |
| Polar Asset Management Partners Inc. 0.82% of their portfolio | 434.0k $32.2m | Added +370.9k |
| FIL Ltd 0.03% of their portfolio | 432.6k $32.1m | Added +24.0k |
| Copeland Capital Management, LLC 0.55% of their portfolio | 393.1k $29.2m | Added +54.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 383.1k $28.4m | New |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 382.5k $28.4m | Reduced -221.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 358.3k $26.6m | Added +96.4k |
| CIBC Private Wealth Group LLC 0.05% of their portfolio | 350.0k $26.8m | Reduced -56.6k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.48% of their portfolio | 340.6k $25.3m | Added +5.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 335.7k $24.9m | Added +8.2k |
| National Pension Service 0.03% of their portfolio | 331.3k $24.6m | New |
| Azora Capital LP 1.38% of their portfolio | 325.4k $24.1m | Added +98.0k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 323.4k $24.0m | Reduced -3.5k |
| TD Asset Management Inc 0.02% of their portfolio | 307.6k $22.8m | Reduced -111.3k |
| NFJ INVESTMENT GROUP, LLC 0.68% of their portfolio | 299.6k $22.2m | Reduced -16.1k |
| Man Group plc 0.06% of their portfolio | 283.6k $21.0m | Added +252.9k |
| Schonfeld Strategic Advisors LLC 0.16% of their portfolio | 279.6k $20.7m | Added +144.3k |
| NICHOLAS COMPANY, INC. 0.34% of their portfolio | 278.2k $20.6m | Unchanged |
| Korea Investment CORP 0.05% of their portfolio | 274.5k $20.4m | Reduced -14.9k |
| BARCLAYS PLC 0.01% of their portfolio | 265.2k $19.7m | Added +30.4k |
| TUDOR INVESTMENT CORP ET AL 0.22% of their portfolio | 264.4k $19.6m | Added +218.3k |
| Saraza Management, LP 6.42% of their portfolio | 260.0k $19.3m | Reduced -5.0k |
| Arvin Capital Management LP 8.13% of their portfolio | 255.0k $18.9m | Added +32.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 252.0k $18.7m | Reduced -11.6k |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 250.8k $18.6m | Reduced -8.8k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.68% of their portfolio | 250.5k $18.6m | New |
| THORNBURG INVESTMENT MANAGEMENT INC 0.25% of their portfolio | 242.7k $18.0m | Added +3.3k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 239.2k $17.7m | Added +102.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 229.9k $17.0m | Reduced -10.1k |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 4.45% of their portfolio | 229.0k $17.0m | Unchanged |
| AEGON ASSET MANAGEMENT UK Plc 0.24% of their portfolio | 228.0k $16.9m | Reduced -27.3k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 214.7k $15.9m | Added +191.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 203.1k $15.1m | Reduced -19.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 201.6k $15.0m | Reduced -12.4k |
| SORA INVESTORS LLC 2.73% of their portfolio | 200.0k $14.8m | Reduced -51.5k |