Thomson ReutersTRI

13F holders, Q1 2024 (March 31)
461holders
5famous investors
$156.19avg. 13F price*

At the end of Q1 2024, 461 institutions reported holding Thomson Reuters Corp. (TRI) in their 13F filings. The largest holders were Royal Bank of Canada ($1.9B), FMR LLC ($1.1B) and Bank of Montreal ($895.4M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Thomson Reuters Corp.
CUSIP
884903808
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 461Q1 2024Q2 2024: 490Q2 2024Q3 2024: 478Q3 2024Q4 2024: 481Q4 2024Q1 2025: 495Q1 2025Q2 2025: 531Q2 2025Q3 2025: 518Q3 2025Q4 2025: 497Q4 2025Q1 2026: 461Q1 2026Q2 2026: 13Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$150.8M
Exits33$36.8M

Ownership 461 holders

Royal Bank of Canada 0.46% Reduce -7.1% 12,161,192 $1.9B
FMR LLC 0.07% Add +11.3% 6,963,941 $1.1B
Bank of Montreal 0.28% Add +4.3% 5,746,770 $895.4M
Vanguard Group Inc. 0.02% Add +0.7% 5,739,858 $894.4M
FIL Ltd 0.73% Reduce -4.7% 4,758,529 $740.5M
TD Asset Management Inc 0.59% Add +7.9% 4,047,773 $630.5M
Mackenzie Financial Corp. 0.91% Reduce -12.3% 4,033,429 $628.0M
JARISLOWSKY, FRASER Ltd 3.33% Reduce -13.5% 3,724,155 $580.1M
Fiera Capital Corp 1.21% Reduce -7.2% 2,659,063 $414.1M
Manufacturers Life Insurance Company, The 0.35% Reduce -35.6% 2,408,822 $375.3M
Connor, Clark & Lunn Investment Management Ltd. 1.41% Reduce -6.5% 2,111,672 $328.8M
1832 Asset Management L.P. 0.44% Reduce -12.6% 1,559,373 $243.0M
JPMorgan Chase & Co. 0.02% Add +4.3% 1,436,748 $223.9M
Clearbridge Investments, LLC 0.16% Add +3.9% 1,333,533 $207.8M
Norges Bank 0.03% Add +0.7% 1,104,766 $172.0M
WCM Investment Management, LLC 0.41% Reduce -3.5% 1,093,760 $170.4M
Morgan Stanley 0.01% Add +1.8% 1,083,138 $168.8M
Goldman Sachs Group Inc. 0.03% Add +9.5% 1,061,339 $165.4M
Cibc World Market Inc. 0.42% Reduce -2.5% 1,049,489 $163.4M
Legal & General Group Plc 0.04% Reduce -2.4% 996,334 $155.1M
Bank of Nova Scotia 0.30% Reduce -17.7% 951,392 $148.1M
Bank of America Corp. 0.01% Reduce -23.1% 859,457 $133.9M
Geode Capital Management, LLC 0.01% Add +11.3% 660,148 $103.8M
Massachusetts Financial Services Co. 0.03% Add +0.8% 648,585 $101.1M
BlackRock Inc. 0.00% Reduce -0.3% 648,397 $101.0M
CIBC Asset Management Inc 0.35% Add +9.7% 638,005 $99.3M
Citadel Advisors 0.09% Add +18.4% 574,977 $89.6M
Credit Suisse AG/ 0.08% Reduce -3.9% 549,051 $85.6M
Northern Trust Corp. 0.01% Reduce -1.0% 498,234 $77.6M
Point72 Asset Management 0.22% New 480,500 $74.9M
Swiss National Bank 0.05% Reduce -7.5% 479,355 $74.6M
National Bank of Canada 0.13% Reduce -6.7% 442,798 $74.2M
Envestnet Asset Management Inc. 0.03% Add +0.2% 460,580 $71.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -3.9% 418,179 $65.1M
Canada Pension Plan Investment Board 0.07% Reduce -7.4% 406,654 $63.3M
First Trust Advisors LP 0.06% Add +2081.6% 389,091 $60.6M
Alberta Investment Management Corp 0.56% No change 336,901 $52.5M
Amundi 0.02% Reduce -19.4% 334,912 $50.5M
Nuveen Asset Management, LLC 0.01% Add +9.4% 314,798 $49.0M
Agf Management Ltd. 0.24% Reduce -37.1% 286,236 $43.4M
Toronto Dominion Bank 0.07% Reduce -73.0% 269,905 $42.1M
Bank of New York Mellon Corp 0.01% Reduce -11.6% 250,726 $39.1M
State of Tennessee, Department of Treasury 0.14% Add +1.9% 237,477 $37.0M
Federation des caisses Desjardins du Quebec 0.26% Reduce -2.4% 176,027 $35.3M
Cumberland Partners Ltd 2.48% Reduce -4.2% 219,246 $34.1M
Guardian Capital LP 1.19% Reduce -0.7% 218,538 $34.0M
Dixon Mitchell Investment Counsel Inc. 1.68% Reduce -29.3% 216,837 $33.8M
Wells Fargo & Company 0.01% Reduce -4.6% 213,609 $33.3M
Scotia Capital Inc. 0.20% Add +4.2% 211,372 $32.8M
TD Waterhouse Canada Inc. 0.24% Reduce -1.6% 158,814 $32.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -14.8% 152,224 $32.1M
Deutsche Bank AG 0.01% Reduce -13.8% 195,424 $30.5M
Triasima Portfolio Management inc. 2.32% Add +5.2% 177,141 $27.6M
Dimensional Fund Advisors LP 0.01% Add +10.0% 174,034 $27.1M
AXA S.A. 0.08% Add +10.6% 168,531 $26.3M
United Capital Financial Advisors, LLC 0.21% Reduce -17.1% 159,978 $24.9M
Korea Investment CORP 0.06% Add +7.2% 141,278 $22.0M
Bessemer Group Inc. 0.04% Add +874.0% 130,744 $20.4M
Sapient Capital LLC 0.43% Reduce -0.1% 124,928 $19.5M
Renaissance Technologies 0.03% Add +43.6% 120,909 $18.8M
Cidel Asset Management Inc. 1.43% Reduce -62.1% 120,613 $18.8M
Gillson Capital LP 1.73% Add +13.3% 116,738 $18.2M
Man Group plc 0.05% Add +43.8% 111,430 $17.4M
D. E. Shaw & Co. 0.02% Reduce -28.0% 108,793 $16.9M
Pictet Asset Management Holding SA 0.02% Add +30.3% 107,930 $16.9M
Argent Capital Management LLC 0.48% New 105,616 $16.5M
Qube Research & Technologies Ltd 0.03% Add +308.2% 97,140 $15.1M
Invesco Ltd. 0.00% Reduce -13.3% 94,619 $14.7M
HSBC Holdings PLC 0.01% Add +19.7% 92,061 $14.3M
Natixis Advisors, LLC 0.03% Reduce -1.5% 88,139 $13.7M
Millennium Management 0.01% Add +187.7% 87,114 $13.6M
Barometer Capital Management Inc. 3.49% Add +405.6% 64,710 $13.5M
Varma Mutual Pension Insurance Co 0.12% New 85,277 $13.3M
Hilton Capital Management, LLC 1.11% Reduce -0.6% 79,673 $12.4M
Balyasny Asset Management L.P. 0.03% Add +60.6% 78,816 $12.3M
Forsta Ap-Fonden 0.10% Add +151.2% 78,588 $12.2M
Bank of Nova Scotia Trust Co. 1.27% Reduce -7.6% 75,530 $11.8M
Assetmark, Inc. 0.04% Reduce -0.5% 74,294 $11.6M
Addenda Capital Inc. 0.44% Reduce -0.3% 54,376 $11.5M
Citigroup Inc. 0.01% Reduce -45.2% 73,053 $11.4M
Russell Investments Group, Ltd. 0.02% Reduce -6.7% 72,818 $11.4M
Credential Qtrade Securities Inc. 0.60% Reduce -11.5% 71,279 $11.1M
Neuberger Berman Group LLC 0.01% Reduce -3.9% 70,448 $11.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -0.2% 69,340 $10.8M
Stifel Financial Corp. 0.01% Reduce -3.0% 67,224 $10.5M
Raymond James & Associates 0.01% Reduce -1.9% 67,219 $10.5M
Franklin Resources Inc. 0.00% Reduce -16.2% 63,370 $9.9M
UBS Group AG 0.00% Add +25.0% 59,486 $9.3M
Capital Investment Counsel, LLC 1.96% Add +68.2% 58,816 $9.2M
First National Bank of Mount Dora, Trust Investment Services 2.18% Reduce -15.4% 57,525 $9.0M
Montrusco Bolton Investments Inc. 0.10% Reduce -0.4% 57,536 $9.0M
Voya Investment Management LLC 0.01% Reduce -0.0% 57,406 $8.9M
Cwm, LLC 0.04% Reduce -10.1% 50,938 $7.9M
Intech Investment Management LLC 0.11% New 50,771 $7.9M
Cubist Systematic Strategies, LLC 0.08% New 47,766 $7.4M
Tobam 0.61% Add +4.3% 43,686 $6.8M
Achmea Investment Management B.V. 0.12% Reduce -26.3% 40,535 $6.3M
Caisse de depot et placement du Quebec 0.01% Reduce -73.4% 39,480 $6.1M
O'shaughnessy Asset Management, LLC 0.07% Add +5.3% 39,211 $6.1M
Mariner, LLC 0.01% Reduce -18.9% 39,167 $6.1M
Two Sigma Investments, LP 0.01% Add +206.2% 38,080 $5.9M
Dynamic Advisor Solutions LLC 0.19% Add +1.3% 36,355 $5.7M
Pathstone Holdings, LLC 0.03% Add +128.1% 36,113 $5.6M
Acadian Asset Management LLC 0.02% Add +51.2% 32,500 $5.1M
Orion Porfolio Solutions, LLC 0.05% Reduce -3.4% 32,178 $5.0M
Orion Portfolio Solutions, LLC 0.05% Reduce -3.4% 32,178 $5.0M
Principal Financial Group Inc. 0.00% No change 32,047 $5.0M
Corient Private Wealth LP 0.01% Reduce -1.3% 30,663 $4.8M
Ameriprise Financial Inc. 0.00% Reduce -1.6% 28,485 $4.6M
DekaBank Deutsche Girozentrale 0.01% Add +11.9% 29,405 $4.6M
Jane Street Group, LLC 0.01% Reduce -15.6% 29,159 $4.5M
Susquehanna Portfolio Strategies, LLC 0.11% No change 29,100 $4.5M
M&T Bank Corp 0.02% Reduce -2.7% 29,087 $4.5M
Shell Asset Management Co. 0.20% Reduce -0.3% 25,678 $4.3M
First American Bank 0.30% Reduce -0.2% 25,645 $4.0M
Penbrook Management LLC 2.46% No change 25,509 $4.0M
LPL Financial LLC 0.00% Reduce -0.8% 25,356 $4.0M
JCIC Asset Management Inc. 1.62% Add +0.4% 25,295 $3.9M
Vista Investment Partners LLC 1.35% Add +0.7% 25,206 $3.9M
USS Investment Management Ltd 0.03% Add +5.3% 24,906 $3.9M
Rathbones Group PLC 0.02% Reduce -76.7% 24,588 $3.8M
Osaic Holdings, Inc. 0.01% Reduce -45.7% 23,949 $3.7M
Eisler Capital (UK) Ltd. 0.46% New 23,583 $3.7M
Van Lanschot Kempen Investment Management N.V. 0.05% Add +114.0% 12,804 $3.7M
American Century Companies Inc. 0.00% Add +146.8% 22,961 $3.6M
Barclays PLC 0.00% Reduce -60.5% 22,524 $3.5M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -3.9% 22,503 $3.5M
Northwest & Ethical Investments L.P. 0.10% Reduce -48.9% 22,514 $3.5M
Guardian Capital Advisors LP 0.36% Add +6.4% 21,801 $3.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +19.6% 21,607 $3.4M
Graypoint LLC 0.24% No change 21,162 $3.3M
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 21,060 $3.3M
Crossmark Global Holdings, Inc. 0.06% Add +3.0% 21,045 $3.3M
HighTower Advisors, LLC 0.01% Reduce -2.1% 20,960 $3.3M
Avitas Wealth Management LLC 0.49% Add +1.4% 20,732 $3.2M
MML Investors Services, LLC 0.01% Add +6.7% 20,488 $3.2M
US Bancorp \de 0.00% Add +1.2% 20,236 $3.2M
JPL Wealth Management, LLC 1.73% Add +12.7% 20,071 $3.1M
Moore Capital Management, LP 0.07% New 19,701 $3.1M
Cerity Partners LLC 0.01% Add +72.8% 19,348 $3.0M
Two Sigma Advisers, LP 0.01% Reduce -34.5% 19,200 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +0.4% 18,483 $2.9M
Utah Retirement Systems 0.03% No change 18,281 $2.8M
Rodgers Brothers Inc. 0.38% Reduce -1.0% 17,813 $2.8M
Equitable Trust Co. 0.18% Reduce -1.0% 17,101 $2.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 16,961 $2.6M
Janus Henderson Group PLC 0.00% Add +23.8% 16,770 $2.6M
Creative Planning 0.00% Add +9.7% 16,664 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Reduce -18.6% 16,440 $2.6M
Larson Financial Group LLC 0.19% Reduce -2.3% 15,918 $2.5M
Ontario Teachers Pension Plan Board 0.02% Add +64.1% 15,808 $2.5M
Truist Financial Corp. 0.00% Reduce -28.7% 15,456 $2.4M
Allianz Asset Management GmbH 0.00% Add +10.5% 14,398 $2.2M
Beacon Pointe Advisors, LLC 0.02% Add +0.3% 14,285 $2.2M
Townsquare Capital LLC 0.03% Add +6.7% 14,282 $2.2M
Alliancebernstein L.P. 0.00% Add +14.4% 13,518 $2.1M
Elevation Point Wealth Partners, LLC 0.16% Reduce -5.6% 13,091 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.1% 12,990 $2.0M
Ossiam 0.04% Add +6.8% 12,869 $2.0M
Schonfeld Strategic Advisors LLC 0.02% New 12,500 $1.9M
Legacy Wealth Asset Management, LLC 0.54% Reduce -1.7% 12,469 $1.9M
Hillsdale Investment Management Inc. 0.15% Add +22981.5% 12,464 $1.9M
Trexquant Investment LP 0.04% Add +33.3% 12,447 $1.9M
Quantinno Capital Management LP 0.04% Add +7.3% 12,213 $1.9M
Louisbourg Investments Inc. 0.53% Reduce -27.5% 12,126 $1.9M
Ensign Peak Advisors, Inc 0.00% No change 11,776 $1.9M
Kestra Advisory Services, LLC 0.01% Add +1.1% 11,644 $1.8M
Captrust Financial Advisors 0.01% Add +38.0% 11,219 $1.7M
State Street Corp. 0.00% No change 10,846 $1.7M
Metis Global Partners, LLC 0.06% Add +5.1% 10,725 $1.7M
Aviva PLC 0.01% Reduce -60.3% 10,245 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.9% 10,179 $1.6M
Tacita Capital Inc 1.10% Add +1.1% 10,169 $1.6M
Capstone Investment Advisors, LLC 0.05% New 9,993 $1.6M
EFG Asset Management (Americas) Corp. 0.47% Reduce -36.7% 9,975 $1.6M
Apollon Wealth Management, LLC 0.05% Reduce -15.5% 9,975 $1.6M
Wellington Management Group LLP 0.00% Add +207.0% 9,970 $1.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.12% Reduce -29.4% 9,718 $1.5M
Glenmede Trust Co. NA 0.01% Add +0.1% 9,232 $1.4M
Point72 Hong Kong Ltd 0.07% New 9,200 $1.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +15.3% 8,618 $1.3M
Oppenheimer & Co. Inc. 0.02% No change 8,611 $1.3M
Summit Global Investments 0.10% Reduce -76.3% 8,319 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -9.3% 8,186 $1.3M
Yousif Capital Management, LLC 0.01% No change 8,029 $1.3M
Squarepoint Ops LLC 0.01% Reduce -2.5% 7,989 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +1.4% 7,784 $1.2M
Aigen Investment Management, LP 0.26% Add +295.1% 7,720 $1.2M
Axxcess Wealth Management, LLC 0.03% Reduce -3.3% 7,685 $1.2M
Integrated Wealth Concepts LLC 0.02% Reduce -4.6% 7,528 $1.2M
Cetera Investment Advisers 0.00% New 7,490 $1.2M
Signaturefd, LLC 0.02% Add +3.9% 7,433 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.2% 7,356 $1.1M
Wealthstar Advisors, LLC 0.40% Add +0.7% 7,337 $1.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +223.2% 7,331 $1.1M
Simplex Trading, LLC 0.03% Add +50.9% 7,139 $1.1M
Investment Management Corp of Ontario 0.03% Reduce -45.8% 7,091 $1.1M
Lester Murray Antman dba SimplyRich 0.36% No change 7,074 $1.1M
Campbell & CO Investment Adviser LLC 0.09% New 6,884 $1.1M
Greenleaf Trust 0.01% Add +0.2% 6,789 $1.1M
Oppenheimer Asset Management Inc. 0.02% Add +2.2% 6,654 $1.0M
Vontobel Holding Ltd. 0.01% Add +62.9% 6,517 $1.0M
Atria Investments, Inc 0.01% New 6,455 $1.0M
Cresset Asset Management, LLC 0.00% Add +27.1% 6,414 $999K
Janney Montgomery Scott LLC 0.00% Add +5.5% 6,360 $991K
Sit Investment Associates Inc. 0.02% No change 6,325 $986K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.0% 6,326 $986K
Connable Office Inc. 0.11% Reduce -0.8% 6,275 $978K
Rhumbline Advisers 0.00% Add +1.9% 6,251 $974K
Bristol Gate Capital Partners Inc. 0.05% Add +42.2% 6,181 $962K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.03% New 6,076 $946K
Griffin Asset Management, Inc. 0.11% Add +2.6% 5,902 $920K
APG Asset Management N.V. 0.00% No change 6,093 $879K
Nexus Investment Management ULC 0.08% No change 5,635 $878K
Magnetar Financial LLC 0.02% No change 5,616 $875K
Vise Technologies, Inc. 0.17% Add +2.8% 5,581 $870K
Dynamic Technology Lab Private Ltd 0.09% New 5,563 $867K
Farther Finance Advisors, LLC 0.05% Reduce -44.0% 5,576 $866K
PCJ Investment Counsel Ltd. 0.29% Reduce -27.9% 5,546 $863K
Evergreen Capital Management LLC 0.03% Add +0.3% 5,486 $855K
Kestra Private Wealth Services, LLC 0.02% Reduce -4.6% 5,419 $844K
Baird Financial Group, Inc. 0.00% Add +1.8% 5,413 $844K
SIG North Trading, ULC 0.31% — 5,379 $838K
Checchi Capital Advisers, LLC 0.07% Reduce -9.7% 5,340 $832K
Bradley Foster & Sargent Inc. 0.01% No change 5,179 $807K
Tower Research Capital LLC (TRC) 0.02% Add +245.5% 4,958 $773K
Quilter Plc 0.02% Add +8.6% 4,853 $756K
Quotient Wealth Partners, LLC 0.03% Reduce -26.1% 4,836 $754K
Ritholtz Wealth Management 0.03% Add +5.6% 4,832 $753K
Prosperity Consulting Group, LLC 0.09% New 4,803 $748K
Qtron Investments LLC 0.11% No change 4,766 $742K
Sciencast Management LP 0.44% New 4,662 $726K
Y-Intercept (Hong Kong) Ltd 0.05% New 4,641 $723K
First Trust Direct Indexing L.P. 0.05% Add +7.0% 4,496 $701K
Personal Cfo Solutions, LLC 0.11% Add +0.6% 4,456 $694K
Syon Capital LLC 0.06% Add +0.2% 4,387 $684K
Marks Group Wealth Management, Inc 0.07% Reduce -2.1% 4,283 $667K
Tritonpoint Wealth, LLC 0.07% Reduce -10.3% 4,133 $666K
Candriam S.C.A. 0.00% Reduce -94.9% 4,194 $653K
B. Riley Wealth Advisors, Inc. 0.02% Add +6.5% 5,338 $653K
Brighton Jones LLC 0.02% Add +0.3% 4,164 $649K
SkyView Investment Advisors, LLC 0.12% New 4,146 $646K
West Family Investments, Inc. 0.20% No change 4,090 $637K
Park Avenue Securities LLC 0.01% Reduce -3.6% 4,091 $637K
Credit Agricole S A 0.01% Add +553.7% 4,138 $624K
Assenagon Asset Management S.A. 0.00% Add +1.8% 3,990 $622K
PAX Financial Group, LLC 0.12% Reduce -7.9% 3,982 $621K
State of Wisconsin Investment Board 0.00% No change 3,952 $616K
First Business Financial Services, Inc. 0.07% Reduce -11.9% 3,942 $614K
FORA Capital, LLC 0.05% New 3,915 $610K
Quantbot Technologies LP 0.03% New 3,913 $610K
Fiduciary Family Office, LLC 0.23% Add +22.9% 3,839 $598K
E Fund Management Co., Ltd. 0.04% New 3,801 $592K
FDx Advisors, Inc. 0.09% Add +22.5% 3,757 $585K
Cookson Peirce & Co. Inc. 0.03% Reduce -0.1% 3,756 $585K
Jackson, Grant Investment Advisers, Inc. 0.23% No change 3,664 $571K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +0.4% 3,660 $570K
Guggenheim Capital LLC 0.00% New 2,700 $569K
D.A. Davidson & Co. 0.01% Reduce -1.0% 3,531 $550K
OneDigital Investment Advisors LLC 0.01% Reduce -19.4% 3,524 $549K
NewEdge Advisors, LLC 0.00% Reduce -3.0% 3,504 $546K
Intact Investment Management Inc. 0.02% Reduce -93.0% 3,500 $545K
PrairieView Partners, LLC 0.06% No change 3,485 $544K
PFG Investments, LLC 0.03% Reduce -8.8% 3,488 $543K
SilverOak Wealth Management LLC 0.13% No change 3,476 $542K
First Manhattan Co. Llc. 0.00% Reduce -10.7% 3,338 $520K
Clarius Group, LLC 0.04% Reduce -8.0% 3,335 $520K
Sentry Investment Management LLC 0.20% No change 3,293 $513K
Parallel Advisors, LLC 0.01% Add +6.9% 3,287 $512K
Sara-Bay Financial 0.23% No change 3,269 $508K
Private Advisor Group, LLC 0.00% Reduce -22.8% 3,214 $501K
Mercer Global Advisors Inc. 0.00% Add +43.5% 3,191 $497K
SYSTM Wealth Solutions LLC 0.06% Reduce -6.7% 3,188 $497K
Wolverine Trading, LLC 0.01% Add +71.6% 3,187 $497K
Country Club Bank 0.03% No change 3,158 $492K
Dakota Wealth Management 0.01% Reduce -5.7% 3,083 $480K
Grayhawk Investment Strategies Inc. 0.42% New 2,274 $479K
Contravisory Investment Management, Inc. 0.11% Reduce -0.3% 3,052 $476K
Beach Investment Counsel Inc. 0.06% No change 3,231 $472K
UniSuper Management Pty Ltd 0.00% Add +90.3% 2,200 $464K
Benjamin Edwards Inc. 0.09% Reduce -1.5% 2,958 $461K
Cigna Investments Inc. 0.09% Reduce -1.3% 2,959 $461K
Financial Advocates Investment Management 0.03% Add +1.0% 2,944 $459K
Graham Capital Management, L.P. 0.02% New 2,917 $455K
Prospera Financial Services Inc 0.01% Reduce -0.9% 2,906 $453K
Westwood Holdings Group Inc. 0.00% No change 2,889 $450K
Key Financial Inc 0.11% Reduce -24.4% 2,883 $449K
Value Partners Investments Inc. 0.04% Reduce -24.8% 2,885 $449K
Ballentine Partners, LLC 0.01% Add +0.3% 2,843 $443K
Grey Street Capital, LLC 0.06% New 2,825 $440K
Gsa Capital Partners LLP 0.03% New 2,768 $431K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.7% 2,656 $414K
Moors & Cabot, Inc. 0.02% No change 2,630 $410K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.6% 2,625 $409K
Significant Wealth Partners LLC 0.25% Reduce -23.7% 2,477 $386K
Park Edge Advisors, LLC 0.11% No change 2,467 $384K
Cornerstone Planning Group LLC 0.12% Reduce -2.6% 2,273 $374K
Prudential Financial Inc. 0.00% Reduce -3.9% 2,401 $374K
Coldstream Capital Management Inc. 0.01% Add +6.3% 2,386 $372K
IMS Capital Management 0.17% New 2,373 $370K
DAVENPORT & Co LLC 0.00% Reduce -2.2% 2,358 $367K
Faithward Advisors, LLC 0.07% New 2,336 $364K
Covenant Partners, LLC 0.11% Add +16.6% 2,321 $362K
Strategic Investment Advisors / MI 0.05% Add +3.3% 2,318 $361K
Savant Capital, LLC 0.00% Add +18.5% 2,317 $361K
Fullerton Fund Management Co Ltd. 0.02% New 2,300 $358K
Calydon Capital 0.07% No change 2,136 $358K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.3% 2,292 $357K
Balentine LLC 0.01% Reduce -0.3% 2,283 $356K
Jones Financial Companies LLLP 0.00% Reduce -2.1% 2,279 $355K
K.J. Harrison & Partners Inc 0.05% Add +7.1% 2,265 $352K
Advisors Asset Management, Inc. 0.01% Add +103.7% 2,261 $352K
Blair William & Co. 0.00% Add +10.8% 2,220 $346K
Laurus Global Equity Management Inc. 0.12% No change 1,575 $332K
Stephens Inc. 0.01% Add +1.0% 2,126 $331K
PDS Planning, Inc 0.03% Reduce -1.4% 2,102 $328K
Mgo One Seven LLC 0.02% Reduce -19.9% 2,094 $326K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -1.7% 2,092 $326K
Bridges Investment Management Inc. 0.01% No change 2,066 $322K
Advisor OS, LLC 0.04% Add +2.2% 2,015 $314K
Horan Capital Advisors, LLC. 0.11% No change 2,011 $313K
Wellington Shields Capital Management, LLC 0.06% Reduce -30.8% 2,000 $312K
Financial Counselors Inc. 0.01% Reduce -11.5% 1,953 $304K
Quadrant Capital Group LLC 0.02% Reduce -29.9% 1,952 $304K
Thrivent Financial for Lutherans 0.00% Add +1.4% 1,945 $303K
Westbourne Investment Advisors, Inc. 0.11% No change 1,939 $302K
Wealth Alliance, LLC 0.04% Reduce -1.8% 1,920 $299K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -97.2% 1,850 $288K
Avantax Advisory Services, Inc. 0.00% Add +10.4% 1,841 $287K
Advisors Capital Management, LLC 0.01% Reduce -13.6% 1,828 $285K
Susquehanna International Group, LLP 0.00% Reduce -85.3% 1,800 $280K
180 Wealth Advisors, LLC 0.05% Reduce -10.3% 1,794 $279K
Baker Tilly Wealth Management, LLC 0.05% Reduce -5.4% 1,781 $278K
Portside Wealth Group, LLC 0.05% Add +1.9% 1,759 $274K
Omnia Family Wealth, LLC 0.13% No change 1,754 $273K
Schechter Investment Advisors, LLC 0.02% Add +3.1% 1,680 $262K
Concurrent Investment Advisors, LLC 0.01% Reduce -7.3% 1,623 $253K
Wedbush Securities Inc. 0.01% New 1,612 $251K
Empower Advisory Group, LLC 0.00% Reduce -29.8% 1,587 $247K
Grunden Financial Advisory, Inc. 0.13% No change 1,582 $247K
Daymark Wealth Partners, LLC 0.01% Add +0.2% 1,582 $247K
Icon Wealth Advisors, LLC 0.02% Reduce -7.1% 1,579 $246K
Sivia Capital Partners, LLC 0.17% Reduce -0.1% 1,571 $245K
Ieq Capital, LLC 0.00% Add +5.3% 1,566 $244K
Henshaw Capital LLC 0.01% New 1,542 $240K
Gulf International Bank (UK) Ltd 0.01% Add +5.8% 1,541 $239K
MAI Capital Management 0.00% New 1,506 $235K
Norden Group LLC 0.05% New 1,488 $232K
Capital Investment Advisors, LLC 0.01% No change 1,485 $231K
Ewa, LLC 0.10% Reduce -0.4% 1,378 $231K
First Affirmative Financial Network 0.17% Reduce -6.2% 1,477 $230K
GTS Securities LLC 0.01% Reduce -27.2% 1,467 $229K
Level Four Advisory Services, LLC 0.01% No change 1,555 $227K
Compound Planning, Inc. 0.02% New 1,438 $224K
Wisconsin Capital Management LLC 0.12% New 1,435 $224K
InterOcean Capital Group, LLC 0.01% New 1,423 $222K
Sound View Wealth Advisors Group, LLC 0.02% No change 1,407 $219K
Dorsey & Whitney Trust CO LLC 0.01% No change 1,387 $216K
TrinityPoint Wealth, LLC 0.04% No change 1,379 $215K
Bond & Devick Financial Network, Inc. 0.12% No change 1,374 $214K
Capital Asset Advisory Services LLC 0.01% Reduce -15.7% 1,403 $213K
Pacer Advisors, Inc. 0.00% Add +2.4% 1,352 $211K
Granite Group Advisors, LLC 0.14% No change 1,328 $207K
American Trust 0.02% Reduce -14.7% 1,309 $204K
Johnson Investment Counsel Inc. 0.00% New 1,303 $203K
Pine Haven Investment Counsel, Inc 0.18% New 1,302 $203K
Park National Corp. 0.01% New 1,295 $202K
Huntington National Bank 0.00% Add +1.5% 1,273 $198K
Hanson & Doremus Investment Management 0.03% Reduce -3.0% 1,234 $192K
Addison Advisors LLC 0.06% Add +0.4% 1,161 $181K
CIBC Private Wealth Group LLC 0.00% New 1,054 $164K
State of Wyoming 0.03% New 1,000 $156K
Arax Advisory Partners 0.02% Reduce -0.2% 946 $147K
Lindbrook Capital, LLC 0.01% Add +1.2% 902 $141K
Crewe Advisors LLC 0.02% New 885 $138K
GHP Investment Advisors, Inc. 0.01% No change 868 $135K
Private Trust Co. NA 0.01% No change 868 $135K
Hexagon Capital Partners LLC 0.03% Add +12.1% 834 $130K
GAMMA Investing LLC 0.03% Add +8.8% 806 $126K
Avior Wealth Management, LLC 0.01% New 778 $121K
IFP Advisors, Inc 0.00% Reduce -3.0% 646 $101K
Steward Partners Investment Advisory, LLC 0.00% Add +9.2% 627 $98K
Bokf, NA 0.00% Reduce -15.6% 623 $97K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 620 $96K
Continuum Advisory, LLC 0.01% New 566 $95K
Transamerica Financial Advisors, LLC 0.01% Reduce -79.4% 594 $93K
Opal Wealth Advisors, LLC 0.03% New 545 $85K
E Fund Management (Hong Kong) Co., Ltd. 0.06% New 540 $84K
Allworth Financial LP 0.00% Add +7.4% 508 $79K
Northwest Investment Counselors, LLC 0.02% New 503 $78K
Brown Brothers Harriman & Co. 0.00% New 493 $77K
Colonial Trust Co / SC 0.01% No change 481 $75K
HM Payson & Co. 0.00% No change 480 $75K
Baldwin Wealth Partners LLC 0.01% Add +0.8% 478 $74K
Hollencrest Capital Management 0.00% Reduce -25.1% 448 $70K
UMB Bank, n.a. 0.00% Reduce -15.2% 419 $65K
Old Second National Bank of Aurora 0.02% No change 393 $61K
Fifth Third Bancorp 0.00% Reduce -0.8% 379 $59K
Janiczek Wealth Management, LLC 0.01% No change 361 $56K
Principal Securities, Inc. 0.00% Add +3.0% 341 $53K
Gold Investment Management Ltd. 0.02% Add +20.9% 336 $52K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.6% 325 $51K
Zions Bancorporation, N.A. 0.00% Reduce -3.0% 322 $50K
CGC Financial Services, LLC 0.03% No change 315 $49K
Spectrum Wealth Counsel, LLC 0.01% Reduce -3.5% 301 $47K
Nisa Investment Advisors, LLC 0.00% Reduce -73.0% 296 $46K
CENTRAL TRUST Co 0.00% No change 262 $41K
Pacifica Partners Inc. 0.02% No change 241 $37K
FinTrust Capital Advisors, LLC 0.01% No change 226 $35K
Trust Co. of Vermont 0.00% No change 214 $33K
Walleye Trading LLC 0.00% Reduce -89.7% 200 $31K
Exchange Traded Concepts, LLC 0.00% Add +529.0% 195 $30K
Brown Shipley& Co Ltd 0.01% No change 192 $30K
EverSource Wealth Advisors, LLC 0.00% Add +76.9% 184 $28K
First Horizon Advisors, Inc. 0.00% No change 150 $23K
Quent Capital, LLC 0.00% No change 150 $23K
Rothschild Investment LLC 0.00% No change 150 $23K
Hantz Financial Services, Inc. 0.00% No change 145 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 140 $22K
CoreCap Advisors, LLC 0.00% New 137 $21K
Nemes Rush Group LLC 0.00% No change 114 $18K
Tyler-Stone Wealth Management 0.01% No change 111 $17K
Banque Cantonale Vaudoise 0.00% New 106 $17K
AdvisorNet Financial, Inc 0.00% No change 106 $17K
Asset Dedication, LLC 0.00% No change 104 $16K
Aquatic Capital Management LLC 0.00% New 100 $16K
Leonteq Securities AG 0.00% New 87 $14K
Arrow Financial Corp 0.00% No change 86 $13K
Global Financial Private Client, LLC 0.01% No change 86 $13K
Stephens Consulting, LLC 0.00% No change 79 $12K
Mufg Securities (canada), LTD. 0.00% New 78 $12K
JFS Wealth Advisors, LLC 0.00% Add +4.2% 75 $12K
Harbour Investments, Inc. 0.00% Reduce -82.0% 72 $11K
Laurel Wealth Advisors LLC 0.00% No change 62 $10K
Global Retirement Partners, LLC 0.00% Reduce -29.9% 61 $9K
ICA Group Wealth Management, LLC 0.00% No change 58 $9K
Fernwood Investment Management, LLC 0.00% New 48 $7K
First Financial Corp. 0.00% No change 47 $7K
Fortitude Family Office, LLC 0.00% No change 42 $7K
Creative Financial Designs Inc. 0.00% No change 40 $6K
Bell Investment Advisors, Inc 0.00% No change 33 $5K
Penserra Capital Management LLC 0.00% Reduce -96.4% 36 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 30 $5K
Smartleaf Asset Management LLC 0.00% New 29 $5K
Cullen/Frost Bankers, Inc. 0.00% Add +55.6% 28 $4K
Signature Resources Capital Management, LLC 0.00% No change 26 $4K
Versant Capital Management, Inc 0.00% No change 19 $3K
Bogart Wealth, LLC 0.00% No change 19 $3K
Oliver Lagore Vanvalin Investment Group 0.00% No change 18 $3K
Iron Horse Wealth Management, LLC 0.00% No change 17 $3K
Harbor Investment Advisory, LLC 0.00% No change 14 $2K
Concourse Financial Group Securities, Inc. 0.00% Reduce -7.1% 13 $2K
Smithfield Trust Co 0.00% New 12 $2K
Anchor Investment Management, LLC 0.00% No change 12 $2K
Creekmur Asset Management LLC 0.00% New 10 $2K
CVA Family Office, LLC 0.00% No change 8 $1K
Gen-Wealth Partners Inc 0.00% — 7 $1K
Robbins Farley 0.00% No change 5 $780
True Wealth Design, LLC 0.00% No change 3 $468
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3 $467
Macquarie Group Ltd. 0.00% New 232 $361

"% of holder's portfolio" is TRI's weight in each manager's 13F, not the share of Thomson Reuters Corp. the manager owns.