Trinet GroupTNET
13F holders, Q3 2025 (September 30)262holders +6
42new positions
34sold out
8famous investors
$66.89avg. 13F price*
At the end of Q3 2025, 262 institutions reported holding Trinet Group Inc. (TNET) in their 13F filings, up 6 from Q2 2025. 42 opened new positions and 34 sold out. The largest holders were Atairos Group, Inc. ($1.2B), Vanguard Group Inc. ($192.9M) and BlackRock, Inc. ($168.8M). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Trinet Group Inc.
- CUSIP
- 896288107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $138.8M |
| Exits | 34 | $261.0M |
All 13F filers, Q2 2025 → Q3 2025: 4,944,244 shares bought and 5,397,191 shares sold, net −452,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Atairos Group, Inc. | 61.21% | No change | 18,085,773 | $1.2B |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 2,883,188 | $192.9M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 2,523,244 | $168.8M |
| Massachusetts Financial Services Co. | 0.05% | Add +19.7% | 2,353,004 | $157.4M |
| Boston Partners | 0.10% | New | 1,460,895 | $97.7M |
| American Century Companies Inc. | 0.05% | Add +14.4% | 1,327,636 | $88.8M |
| Wellington Management Group LLP | 0.01% | Reduce -43.6% | 1,122,998 | $75.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.6% | 888,665 | $59.4M |
| Earnest Partners LLC | 0.25% | Reduce -3.0% | 868,706 | $58.1M |
| ArrowMark Colorado Holdings LLC | 1.06% | Add +14.7% | 849,863 | $56.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 720,991 | $48.2M |
| Vaughan Nelson Investment Management, L.P. | 0.44% | Add +10.4% | 715,840 | $47.9M |
| Jacobs Levy Equity Management, Inc. | 0.19% | Reduce -5.2% | 702,625 | $47.0M |
| State Street Corp. | 0.00% | Add +0.4% | 696,257 | $46.6M |
| Point72 Asset Management | 0.07% | Add +132.7% | 473,295 | $31.7M |
| Man Group plc | 0.06% | Add +286.6% | 468,897 | $31.4M |
| Barclays PLC | 0.01% | Add +155.8% | 461,946 | $30.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.7% | 459,133 | $30.7M |
| William Blair Investment Management, LLC | 0.08% | Add +13.7% | 445,269 | $29.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.8% | 406,504 | $27.2M |
| D. E. Shaw & Co. | 0.02% | Add +46.6% | 406,463 | $27.2M |
| Morgan Stanley | 0.00% | Add +7.3% | 379,510 | $25.4M |
| Pacer Advisors, Inc. | 0.05% | Reduce -2.8% | 299,535 | $20.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 291,179 | $19.5M |
| Nuveen, LLC | 0.00% | Add +26.6% | 251,783 | $16.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.5% | 238,910 | $16.0M |
| Voloridge Investment Management, LLC | 0.05% | Add +5.2% | 235,514 | $15.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +12.6% | 232,368 | $15.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 220,679 | $14.8M |
| J. Goldman & Co LP | 0.56% | New | 220,332 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Add +109.2% | 220,096 | $14.7M |
| First Trust Advisors LP | 0.01% | Reduce -41.4% | 213,115 | $14.3M |
| Bank of America Corp. | 0.00% | Add +20.3% | 209,652 | $14.0M |
| Cubist Systematic Strategies, LLC | 0.18% | Reduce -26.0% | 186,438 | $12.5M |
| Nordea Investment Management AB | 0.01% | Add +3.4% | 168,278 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -6.8% | 158,831 | $10.6M |
| Renaissance Technologies | 0.01% | Add +50.5% | 151,800 | $10.2M |
| BNP Paribas Financial Markets | 0.01% | Add +35.8% | 137,760 | $9.2M |
| Heron Bay Capital Management | 1.53% | Add +55.8% | 122,480 | $8.2M |
| Summit Trail Advisors, LLC | 0.11% | Reduce -3.6% | 121,485 | $8.1M |
| Cinctive Capital Management LP | 0.39% | Add +408.4% | 116,214 | $7.8M |
| Natixis Advisors, LLC | 0.01% | Add +2.4% | 114,818 | $7.7M |
| New York State Common Retirement Fund | 0.01% | No change | 106,697 | $7.1M |
| UBS Group AG | 0.00% | Reduce -3.4% | 104,712 | $7.0M |
| Sei Investments Co. | 0.01% | Reduce -3.6% | 100,655 | $6.7M |
| Algert Global LLC | 0.11% | Add +48.3% | 95,055 | $6.4M |
| Acadian Asset Management LLC | 0.01% | Add +2041.0% | 86,477 | $5.8M |
| Bridgewater Associates | 0.02% | New | 84,129 | $5.6M |
| Allianz Asset Management GmbH | 0.01% | Add +27.9% | 81,619 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -33.1% | 79,763 | $5.3M |
| Wells Fargo & Company | 0.00% | Reduce -19.3% | 77,953 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.5% | 73,441 | $4.9M |
| Citadel Advisors | 0.00% | Reduce -26.8% | 69,179 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -16.5% | 64,423 | $4.3M |
| EULAV Asset Management | 0.10% | No change | 63,322 | $4.2M |
| PDT Partners, LLC | 0.27% | Add +64.6% | 62,901 | $4.2M |
| Capital Fund Management S.A. | 0.04% | Add +5.3% | 61,573 | $4.1M |
| Swiss National Bank | 0.00% | Add +1.5% | 61,000 | $4.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 57,400 | $3.8M |
| HRT Financial LP | 0.01% | Add +120.0% | 56,794 | $3.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.8% | 56,508 | $3.8M |
| Engineers Gate Manager LP | 0.04% | Add +36.2% | 54,266 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 49,756 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +65.2% | 47,395 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +349.6% | 46,713 | $3.1M |
| Rhumbline Advisers | 0.00% | Reduce -7.7% | 46,603 | $3.1M |
| Alpine Peaks Capital, LP | 2.57% | Add +90.7% | 44,150 | $3.0M |
| Voya Investment Management LLC | 0.00% | Add +4.3% | 42,476 | $2.8M |
| Voleon Capital Management LP | 0.07% | New | 41,319 | $2.8M |
| Millennium Management | 0.00% | Add +56.6% | 40,788 | $2.7M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -5.8% | 40,424 | $2.7M |
| IFG Advisory, LLC | 0.12% | Add +27.3% | 39,630 | $2.7M |
| AQR Capital Management | 0.00% | Add +781.2% | 37,900 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -5.5% | 37,349 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +827.9% | 36,353 | $2.4M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 36,344 | $2.4M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 33,743 | $2.3M |
| Paralel Advisors LLC | 0.09% | Add +0.1% | 33,760 | $2.3M |
| Holocene Advisors, LP | 0.01% | Add +238.5% | 33,586 | $2.2M |
| Wedge Capital Management L L P | 0.04% | Add +4.5% | 32,632 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -81.1% | 32,080 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.7% | 31,750 | $2.1M |
| Victory Capital Management Inc. | 0.00% | Add +1.3% | 30,600 | $2.0M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 29,697 | $2.0M |
| Gsa Capital Partners LLP | 0.15% | Reduce -37.5% | 27,082 | $1.8M |
| JLB & Associates Inc. | 0.24% | Reduce -15.7% | 27,038 | $1.8M |
| Moore Capital Management, LP | 0.04% | New | 26,705 | $1.8M |
| Quantbot Technologies LP | 0.05% | Add +115.2% | 26,021 | $1.7M |
| Ghe, LLC | 0.70% | Reduce -0.3% | 25,917 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +11.9% | 25,392 | $1.7M |
| Aquatic Capital Management LLC | 0.03% | New | 24,009 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | Add +33.7% | 23,800 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Add +57.4% | 23,160 | $1.5M |
| Mirador Capital Partners LP | 0.21% | Add +12.9% | 21,895 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +3.1% | 21,544 | $1.4M |
| Tidal Investments LLC | 0.01% | Add +39.1% | 21,528 | $1.4M |
| Jordan Park Group LLC | 0.08% | No change | 20,000 | $1.3M |
| HSBC Holdings PLC | 0.00% | Reduce -46.0% | 19,030 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 18,500 | $1.2M |
| Baxter Bros Inc. | 0.14% | No change | 18,065 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | No change | 17,849 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Add +62.0% | 17,178 | $1.1M |
| Bayforest Capital Ltd | 0.54% | Reduce -0.9% | 16,835 | $1.1M |
| Creative Planning | 0.00% | Add +40.4% | 16,754 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.11% | Add +4.1% | 16,480 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.3% | 16,073 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 15,749 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 15,450 | $1.0M |
| Jain Global LLC | 0.01% | Add +169.8% | 15,378 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.6% | 15,297 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -21.5% | 14,818 | $991K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -25.9% | 14,702 | $983K |
| Squarepoint Ops LLC | 0.00% | Add +322.5% | 14,652 | $980K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.0% | 14,039 | $955K |
| Vest Financial, LLC | 0.01% | Reduce -35.0% | 14,230 | $952K |
| Picton Mahoney Asset Management | 0.01% | New | 14,206 | $949K |
| Zacks Investment Management | 0.01% | Add +3.6% | 14,052 | $940K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 14,039 | $939K |
| Intech Investment Management LLC | 0.01% | Reduce -25.2% | 13,947 | $933K |
| Arax Advisory Partners | 0.01% | Add +81011.8% | 13,789 | $922K |
| Landscape Capital Management, L.L.C. | 0.06% | Add +15.7% | 13,534 | $905K |
| Point72 Hong Kong Ltd | 0.04% | Reduce -46.9% | 13,453 | $900K |
| Royce & Associates LP | 0.01% | New | 13,318 | $891K |
| Inceptionr LLC | 0.20% | Add +24.1% | 12,732 | $848K |
| Hunter Perkins Capital Management, LLC | 0.19% | Add +14.8% | 12,460 | $833K |
| SG Americas Securities, LLC | 0.00% | Add +21.9% | 11,888 | $795K |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 11,473 | $767K |
| Fox Run Management, L.L.C. | 0.12% | New | 11,423 | $764K |
| Integrated Investment Consultants, LLC | 0.13% | Add +23.5% | 11,198 | $749K |
| Royal Bank of Canada | 0.00% | Reduce -83.4% | 10,397 | $695K |
| Gotham Asset Management | 0.00% | Add +118.2% | 10,370 | $694K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.5% | 10,032 | $671K |
| Vident Advisory, LLC | 0.01% | New | 10,017 | $670K |
| Cerity Partners LLC | 0.00% | Add +46.8% | 9,786 | $655K |
| Lazard Asset Management LLC | 0.00% | Reduce -61.1% | 9,442 | $632K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.3% | 9,406 | $629K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 9,309 | $623K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 8,729 | $584K |
| Gallacher Capital Management LLC | 0.23% | New | 8,613 | $576K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +21.5% | 8,283 | $554K |
| Handelsbanken Fonder AB | 0.00% | No change | 7,937 | $531K |
| Islay Capital Management, LLC | 0.30% | New | 7,628 | $510K |
| Merit Financial Group, LLC | 0.00% | Reduce -31.4% | 7,611 | $509K |
| Empowered Funds, LLC | 0.01% | New | 7,513 | $500K |
| Verdence Capital Advisors LLC | 0.03% | Add +23.4% | 7,996 | $498K |
| Comerica Bank | 0.00% | Add +18.6% | 7,388 | $494K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.6% | 7,387 | $494K |
| Vestcor Inc | 0.01% | New | 7,324 | $490K |
| Capstone Investment Advisors, LLC | 0.00% | New | 6,870 | $460K |
| Freestone Grove Partners LP | 0.00% | New | 6,633 | $444K |
| Aristeia Capital, L.L.C. | 0.02% | Add +63.4% | 6,435 | $430K |
| Arkadios Wealth Advisors | 0.01% | Add +12.1% | 6,204 | $415K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,709 | $382K |
| Wolverine Asset Management LLC | 0.03% | Reduce -56.0% | 5,659 | $379K |
| Martingale Asset Management L P | 0.01% | Add +0.2% | 5,414 | $362K |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 5,120 | $342K |
| Quantinno Capital Management LP | 0.00% | Reduce -9.6% | 5,111 | $342K |
| Virtus Advisers, LLC | 0.19% | New | 5,100 | $341K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.8% | 4,672 | $313K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,572 | $306K |
| Cambria Investment Management, L.P. | 0.02% | New | 4,524 | $301K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -34.4% | 4,488 | $300K |
| FMR LLC | 0.00% | Reduce -56.8% | 4,395 | $294K |
| Captrust Financial Advisors | 0.00% | Add +45.7% | 4,307 | $288K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -6.9% | 4,298 | $287K |
| Entropy Technologies, LP | 0.02% | Reduce -37.2% | 4,225 | $283K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 4,211 | $282K |
| PNC Financial Services Group, Inc. | 0.00% | Add +42.0% | 4,126 | $276K |
| Franklin Resources Inc. | 0.00% | Add +14.3% | 3,932 | $263K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.9% | 3,566 | $239K |
| Atria Investments, Inc | 0.00% | Reduce -4.0% | 3,520 | $235K |
| Two Sigma Advisers, LP | 0.00% | Reduce -90.7% | 3,500 | $234K |
| Two Sigma Securities, LLC | 0.03% | New | 3,490 | $233K |
| Prairiewood Capital, LLC | 0.08% | Reduce -34.5% | 3,485 | $233K |
| Curi Capital, LLC | 0.00% | No change | 3,319 | $222K |
| R Squared Ltd | 0.09% | New | 3,284 | $220K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,191 | $213K |
| AlphaQuest LLC | 0.01% | Add +34.0% | 3,143 | $210K |
| State of Wisconsin Investment Board | 0.00% | Reduce -1.0% | 3,132 | $209K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,200 | $207K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,030 | $203K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +6.5% | 2,890 | $193K |
| State of Alaska, Department of Revenue | 0.00% | New | 2,819 | $188K |
| Daiwa Securities Group Inc. | 0.00% | New | 2,730 | $183K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 2,501 | $167K |
| Cwm, LLC | 0.00% | Add +286.3% | 2,248 | $150K |
| State of Wyoming | 0.02% | Reduce -37.2% | 2,107 | $141K |
| Point72 Europe (London) LLP | 0.01% | New | 1,925 | $129K |
| CI Investments Inc. | 0.00% | Reduce -10.8% | 1,915 | $128K |
| Hikari Tsushin, Inc. | 0.01% | New | 1,900 | $127K |
| Walleye Capital LLC | 0.00% | Reduce -84.4% | 1,893 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -60.1% | 1,512 | $101K |
| STRS Ohio | 0.00% | No change | 1,300 | $87K |
| Covestor Ltd | 0.05% | Add +402.8% | 1,282 | $86K |
| PEAK6 LLC | 0.00% | Add +26.1% | 1,048 | $70K |
| KBC Group NV | 0.00% | No change | 993 | $66K |
| Amalgamated Bank | 0.00% | Reduce -14.1% | 970 | $65K |
| Public Employees Retirement System of Ohio | 0.00% | Add +13.8% | 922 | $62K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 690 | $46K |
| MAI Capital Management | 0.00% | Add +0.6% | 664 | $44K |
| Shell Asset Management Co. | 0.00% | Reduce -59.9% | 664 | $44K |
| Avion Wealth | 0.01% | Reduce -36.0% | 640 | $42K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 575 | $41K |
| Hilltop National Bank | 0.01% | No change | 591 | $40K |
| Rothschild Investment LLC | 0.00% | No change | 477 | $32K |
| Quarry LP | 0.01% | Add +524.7% | 456 | $31K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +106.0% | 445 | $30K |
| Quadrant Capital Group LLC | 0.00% | New | 431 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 360 | $24K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.2% | 359 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.6% | 332 | $22K |
| First Horizon Corp. | 0.00% | — | 327 | $22K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.9% | 255 | $17K |
| Principal Securities, Inc. | 0.00% | Add +25.1% | 254 | $17K |
| Optiver Holding B.V. | 0.00% | Add +98.3% | 238 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 237 | $16K |
| Community Bank, N.A. | 0.00% | New | 218 | $15K |
| Danske Bank A/S | 0.00% | No change | 200 | $13K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +260.8% | 184 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +10.7% | 165 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -79.0% | 164 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $10K |
| US Bancorp \de | 0.00% | Reduce -98.5% | 115 | $8K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 112 | $7K |
| Whittier Trust Co. | 0.00% | No change | 112 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -27.2% | 99 | $7K |
| True Wealth Design, LLC | 0.00% | Add +475.0% | 92 | $6K |
| Hemington Wealth Management | 0.00% | Reduce -26.0% | 94 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.5% | 82 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +1.4% | 73 | $5K |
| Signaturefd, LLC | 0.00% | No change | 71 | $5K |
| Essential Partners LLC | 0.00% | Add +6400.0% | 65 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -54.2% | 65 | $4K |
| Allworth Financial LP | 0.00% | Add +364.3% | 65 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 49 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -4.7% | 41 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 39 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 37 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.7% | 35 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 33 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 28 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +107.7% | 27 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -22.7% | 17 | $1K |
| Global Retirement Partners, LLC | 0.00% | New | 17 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -48.0% | 13 | $870 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -68.4% | 12 | $803 |
| Guerra Advisors Inc | 0.00% | New | 10 | $669 |
| TD Private Client Wealth LLC | 0.00% | New | 9 | $602 |
| Jones Financial Companies LLLP | 0.00% | No change | 8 | $541 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 7 | $469 |
| Fortitude Family Office, LLC | 0.00% | Reduce -58.8% | 7 | $468 |
| Huntington National Bank | 0.00% | Reduce -63.2% | 7 | $468 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -28.6% | 5 | $363 |
| Kilter Group LLC | 0.00% | New | 4 | $268 |
| Wealthspire Advisors, LLC | 0.00% | New | 4 | $268 |
| Clearstead Advisors, LLC | 0.00% | Reduce -99.8% | 3 | $201 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 3 | $201 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $134 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $134 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 2 | $133 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is TNET's weight in each manager's 13F, not the share of Trinet Group Inc. the manager owns.