Thomson ReutersTRI

13F holders, Q2 2024 (June 30)
490holders +29
56new positions
32sold out
6famous investors
$169.10avg. 13F price*

At the end of Q2 2024, 490 institutions reported holding Thomson Reuters Corp. (TRI) in their 13F filings, up 29 from Q1 2024. 56 opened new positions and 32 sold out. The largest holders were Royal Bank of Canada ($2.0B), FMR LLC ($1.2B) and Vanguard Group Inc. ($882.1M). 6 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions56$274.3M
Exits32$121.9M

All 13F filers, Q1 2024 → Q2 2024: 7,133,025 shares bought and 6,066,182 shares sold, net +1,066,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 490 holders

Royal Bank of Canada 0.47% Reduce -4.8% 11,578,207 $2.0B
FMR LLC 0.08% Add +2.7% 7,151,348 $1.2B
Vanguard Group Inc. 0.02% Reduce -8.8% 5,232,923 $882.1M
Bank of Montreal 0.25% Reduce -14.9% 4,890,194 $825.3M
FIL Ltd 0.71% Reduce -10.5% 4,257,511 $717.7M
TD Asset Management Inc 0.64% Add +0.7% 4,074,256 $686.6M
JARISLOWSKY, FRASER Ltd 3.67% Reduce -3.6% 3,589,198 $604.9M
Mackenzie Financial Corp. 0.89% Reduce -11.7% 3,561,070 $600.3M
Fiera Capital Corp 1.39% Reduce -0.1% 2,657,169 $448.1M
Connor, Clark & Lunn Investment Management Ltd. 1.64% Add +10.0% 2,322,518 $391.6M
Manufacturers Life Insurance Company, The 0.33% Reduce -13.1% 2,092,275 $352.3M
Morgan Stanley 0.02% Add +75.4% 1,900,042 $320.3M
Goldman Sachs Group Inc. 0.05% Add +42.5% 1,512,412 $254.9M
JPMorgan Chase & Co. 0.02% Add +1.6% 1,460,003 $246.1M
Clearbridge Investments, LLC 0.20% Add +9.4% 1,458,700 $245.9M
1832 Asset Management L.P. 0.44% Reduce -7.7% 1,439,873 $242.7M
Cibc World Market Inc. 0.56% Add +26.3% 1,325,695 $223.5M
Citadel Advisors 0.21% Add +111.0% 1,213,018 $204.5M
WCM Investment Management, LLC 0.44% Reduce -1.0% 1,083,003 $184.6M
Legal & General Group Plc 0.05% Reduce -4.9% 947,086 $159.6M
Bank of America Corp. 0.01% Add +2.7% 882,361 $148.7M
Norges Bank 0.02% Reduce -20.6% 876,732 $147.8M
BlackRock Inc. 0.00% Add +34.4% 871,560 $146.9M
CIBC Asset Management Inc 0.47% Add +21.8% 776,976 $130.9M
Bank of Nova Scotia 0.26% Reduce -19.4% 766,323 $129.2M
Geode Capital Management, LLC 0.01% Add +4.7% 691,294 $118.4M
Jane Street Group, LLC 0.12% Add +2175.7% 663,565 $111.9M
Toronto Dominion Bank 0.14% Add +87.1% 505,050 $85.1M
Northern Trust Corp. 0.01% Add +0.8% 502,384 $84.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% New 488,032 $82.3M
Massachusetts Financial Services Co. 0.02% Reduce -26.7% 475,448 $80.1M
Swiss National Bank 0.05% Reduce -1.1% 474,055 $79.8M
Envestnet Asset Management Inc. 0.03% Reduce -3.1% 446,403 $75.2M
National Bank of Canada 0.12% Add +0.9% 446,600 $74.8M
Canada Pension Plan Investment Board 0.07% No change 406,654 $68.5M
MUFG Securities EMEA plc 2.78% New 269,999 $62.3M
Qube Research & Technologies Ltd 0.11% Add +277.6% 366,818 $61.8M
Alberta Investment Management Corp 0.67% Add +6.1% 357,517 $60.3M
Amundi 0.02% Reduce -2.1% 327,824 $55.2M
Charles Schwab Investment Management Inc. 0.01% New 308,697 $52.0M
First Trust Advisors LP 0.05% Reduce -23.0% 299,673 $50.5M
Federation des caisses Desjardins du Quebec 0.24% Add +35.8% 239,094 $45.4M
Point72 Asset Management 0.15% Reduce -45.4% 262,500 $44.2M
Agf Management Ltd. 0.24% Reduce -11.5% 253,290 $43.1M
Bank of New York Mellon Corp 0.01% Reduce -2.5% 244,400 $41.2M
Millennium Management 0.04% Add +179.6% 243,524 $41.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +12.1% 170,605 $39.3M
Dixon Mitchell Investment Counsel Inc. 1.87% Add +1.7% 220,544 $37.2M
Deutsche Bank AG 0.02% Add +12.6% 219,953 $37.1M
Cumberland Partners Ltd 2.61% Reduce -2.8% 213,172 $35.9M
Scotia Capital Inc. 0.21% Reduce -0.4% 210,562 $35.4M
Nuveen Asset Management, LLC 0.01% Reduce -33.5% 209,346 $35.3M
Triasima Portfolio Management inc. 3.19% Add +16.9% 207,167 $34.9M
Guardian Capital LP 1.28% Reduce -7.8% 201,494 $34.0M
Gillson Capital LP 3.07% Add +61.8% 188,819 $31.8M
Dimensional Fund Advisors LP 0.01% Add +5.5% 183,605 $31.0M
Wells Fargo & Company 0.01% Reduce -16.2% 179,035 $30.2M
Arrowstreet Capital, Limited Partnership 0.03% Add +9186.2% 171,795 $29.0M
TD Waterhouse Canada Inc. 0.25% Add +3.8% 164,772 $27.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% — 147,735 $24.9M
Man Group plc 0.07% Add +28.4% 143,042 $24.1M
United Capital Financial Advisors, LLC 0.21% Reduce -10.8% 142,683 $24.1M
Two Sigma Investments, LP 0.06% Add +273.6% 142,279 $24.0M
AXA S.A. 0.07% Reduce -17.1% 139,658 $23.5M
Candlestick Capital Management LP 0.88% New 135,000 $22.8M
Bessemer Group Inc. 0.04% Add +0.0% 130,770 $22.0M
State of Tennessee, Department of Treasury 0.08% Reduce -45.3% 129,854 $21.9M
Sapient Capital LLC 0.44% Reduce -0.3% 124,544 $21.0M
Cidel Asset Management Inc. 1.61% Add +2.3% 123,427 $20.8M
Invesco Ltd. 0.00% Add +12.6% 106,518 $18.0M
Argent Capital Management LLC 0.52% Reduce -1.3% 104,286 $17.6M
Rathbones Group PLC 0.09% Add +313.7% 101,710 $17.1M
Korea Investment CORP 0.04% Reduce -31.4% 96,900 $16.3M
Pictet Asset Management Holding SA 0.02% Reduce -19.7% 86,687 $14.8M
Intech Investment Management LLC 0.18% Add +67.7% 85,140 $14.3M
Natixis Advisors, LLC 0.03% Reduce -3.6% 84,921 $14.3M
Russell Investments Group, Ltd. 0.02% Add +15.7% 84,283 $14.3M
Hilton Capital Management, LLC 1.16% Add +2.6% 81,709 $13.8M
Citigroup Inc. 0.01% Add +8.2% 79,044 $13.3M
Mufg Securities (canada), LTD. 0.87% Add +100828.2% 78,724 $13.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +9.9% 76,237 $12.8M
Addenda Capital Inc. 0.49% Reduce -0.0% 54,367 $12.5M
Assetmark, Inc. 0.04% Reduce -0.6% 73,864 $12.5M
Bank of Nova Scotia Trust Co. 1.38% Reduce -3.3% 73,077 $12.3M
Acadian Asset Management LLC 0.04% Add +119.1% 71,200 $12.0M
Aviso Financial Inc. 0.66% — 70,883 $11.9M
UBS Group AG 0.00% Add +15.3% 68,598 $11.6M
Neuberger Berman Group LLC 0.01% Reduce -3.0% 68,364 $11.5M
Renaissance Technologies 0.02% Reduce -44.3% 67,409 $11.4M
Stifel Financial Corp. 0.01% Reduce -0.5% 66,860 $11.3M
Raymond James & Associates 0.01% Reduce -0.9% 66,598 $11.2M
Hillsdale Investment Management Inc. 0.86% Add +421.5% 65,005 $11.0M
Forsta Ap-Fonden 0.10% Reduce -18.2% 64,288 $10.8M
Franklin Resources Inc. 0.00% Reduce -1.0% 62,743 $10.6M
D. E. Shaw & Co. 0.02% Reduce -42.6% 62,485 $10.5M
Capital Investment Counsel, LLC 2.07% Add +6.2% 62,489 $10.5M
Pinnbrook Capital Management LP 2.90% New 57,054 $9.6M
Montrusco Bolton Investments Inc. 0.10% Reduce -3.6% 55,482 $9.4M
Barclays PLC 0.00% Add +144.3% 55,036 $9.3M
Andra AP-fonden 0.15% New 38,480 $8.9M
First National Bank of Mount Dora, Trust Investment Services 1.91% Reduce -18.1% 47,091 $7.9M
Cwm, LLC 0.04% Reduce -7.6% 47,052 $7.9M
Voya Investment Management LLC 0.01% Reduce -27.0% 41,924 $7.1M
O'shaughnessy Asset Management, LLC 0.07% Add +5.5% 41,360 $7.0M
Mariner, LLC 0.01% Add +1.9% 39,909 $6.7M
Caisse de depot et placement du Quebec 0.02% No change 39,480 $6.7M
Pathstone Holdings, LLC 0.03% Add +5.9% 38,235 $6.4M
Trek Financial, LLC 0.49% New 36,540 $6.2M
DekaBank Deutsche Girozentrale 0.01% Add +20.7% 35,480 $6.0M
Dynamic Advisor Solutions LLC 0.19% Reduce -3.1% 35,213 $5.9M
Cubist Systematic Strategies, LLC 0.10% Reduce -27.4% 34,672 $5.8M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +37.2% 17,568 $5.5M
Orion Porfolio Solutions, LLC 0.06% Reduce -3.4% 31,070 $5.2M
Orion Portfolio Solutions, LLC 0.06% Reduce -3.4% 31,070 $5.2M
Ameriprise Financial Inc. 0.00% Add +1.3% 28,861 $5.1M
Corient Private Wealth LP 0.01% Reduce -2.5% 29,907 $5.0M
Susquehanna Portfolio Strategies, LLC 0.20% No change 29,100 $4.9M
Susquehanna Fundamental Investments, LLC 0.11% New 29,100 $4.9M
M&T Bank Corp 0.02% Reduce -3.4% 28,105 $4.7M
Gsa Capital Partners LLP 0.33% Add +907.3% 27,881 $4.7M
Principal Financial Group Inc. 0.00% Reduce -13.4% 27,747 $4.7M
LPL Financial LLC 0.00% Add +6.4% 26,977 $4.5M
APG Asset Management N.V. 0.01% Add +366.1% 28,397 $4.5M
Callahan Advisors, LLC 0.46% New 26,314 $4.4M
First American Bank 0.33% Add +0.9% 25,867 $4.4M
Penbrook Management LLC 2.62% No change 25,509 $4.3M
Vista Investment Partners LLC 1.44% Add +1.0% 25,462 $4.3M
JCIC Asset Management Inc. 1.74% Reduce -0.8% 25,090 $4.2M
USS Investment Management Ltd 0.03% No change 24,906 $4.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +142.7% 24,702 $4.2M
Quantinno Capital Management LP 0.07% Add +94.4% 23,739 $4.0M
Trexquant Investment LP 0.06% Add +88.8% 23,495 $4.0M
Northwest & Ethical Investments L.P. 0.11% Add +3.1% 23,206 $3.9M
Tobam 0.60% Reduce -61.9% 16,631 $3.8M
Osaic Holdings, Inc. 0.01% Reduce -5.2% 22,714 $3.8M
American Century Companies Inc. 0.00% Reduce -1.1% 22,697 $3.8M
JPL Wealth Management, LLC 1.87% Add +12.9% 22,670 $3.8M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +0.0% 22,507 $3.8M
PNC Financial Services Group, Inc. 0.00% Add +0.9% 21,248 $3.6M
Graypoint LLC 0.25% No change 21,162 $3.6M
HighTower Advisors, LLC 0.01% Reduce -0.6% 20,835 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -3.6% 20,828 $3.5M
Avitas Wealth Management LLC 0.51% Add +0.4% 20,811 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +183.6% 20,794 $3.5M
US Bancorp \de 0.00% Reduce -0.9% 20,061 $3.4M
MML Investors Services, LLC 0.01% Reduce -3.9% 19,686 $3.3M
Two Sigma Advisers, LP 0.01% Add +1.7% 19,535 $3.3M
HSBC Holdings PLC 0.00% Reduce -79.2% 19,142 $3.2M
Crossmark Global Holdings, Inc. 0.06% Reduce -9.4% 19,070 $3.2M
Guardian Capital Advisors LP 0.34% Reduce -13.1% 18,940 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -1.3% 18,242 $3.1M
Rodgers Brothers Inc. 0.41% No change 17,813 $3.0M
Equitable Trust Co. 0.20% Add +0.7% 17,226 $2.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 16,961 $2.9M
Achmea Investment Management B.V. 0.05% Reduce -58.3% 16,889 $2.8M
Creative Planning 0.00% Add +1.0% 16,828 $2.8M
EFG Asset Management (Americas) Corp. 0.55% Add +65.4% 16,500 $2.8M
Campbell & CO Investment Adviser LLC 0.23% Add +137.1% 16,323 $2.8M
Larson Financial Group LLC 0.19% Add +2.5% 16,314 $2.8M
Janus Henderson Group PLC 0.00% Reduce -6.6% 15,670 $2.6M
Utah Retirement Systems 0.03% Reduce -15.9% 15,381 $2.6M
Truist Financial Corp. 0.00% Reduce -1.4% 15,242 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Add +20.8% 15,100 $2.5M
Prime Capital Investment Advisors, LLC 0.04% Reduce -10.4% 14,728 $2.5M
Allianz Asset Management GmbH 0.00% Add +0.1% 14,412 $2.4M
Townsquare Capital LLC 0.03% Add +0.3% 14,323 $2.4M
Ontario Teachers Pension Plan Board 0.02% Reduce -11.9% 13,923 $2.3M
Ossiam 0.04% Add +5.5% 13,570 $2.3M
Beacon Pointe Advisors, LLC 0.03% Reduce -5.8% 13,453 $2.3M
Cerity Partners LLC 0.01% Reduce -31.1% 13,331 $2.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.07% Add +116.9% 13,181 $2.2M
Alliancebernstein L.P. 0.00% Reduce -3.5% 13,046 $2.2M
Legacy Wealth Asset Management, LLC 0.60% Add +0.9% 12,586 $2.1M
Ensign Peak Advisors, Inc 0.00% No change 11,776 $2.1M
Wellington Management Group LLP 0.00% Add +21.4% 12,106 $2.0M
Susquehanna International Group, LLP 0.00% Add +572.2% 12,100 $2.0M
Captrust Financial Advisors 0.01% Add +4.5% 11,728 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -0.3% 11,613 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -10.8% 11,585 $2.0M
Jones Financial Companies LLLP 0.00% Add +396.6% 11,318 $1.9M
Metis Global Partners, LLC 0.07% Add +5.4% 11,308 $1.9M
State Street Corp. 0.00% No change 10,846 $1.8M
Seven Eight Capital, LP 0.19% New 10,565 $1.8M
FORA Capital, LLC 0.21% Add +164.8% 10,369 $1.7M
Tacita Capital Inc 1.22% Add +0.7% 10,235 $1.7M
Lombard Odier Asset Management (Switzerland) SA 0.17% New 10,081 $1.7M
Credit Agricole S A 0.01% Add +141.6% 9,998 $1.7M
Elevation Point Wealth Partners, LLC 0.13% Reduce -25.7% 9,725 $1.6M
Glenmede Trust Co. NA 0.01% Reduce -1.4% 9,102 $1.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +15.6% 9,966 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -0.3% 8,581 $1.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.11% Reduce -12.2% 8,534 $1.4M
Louisbourg Investments Inc. 0.40% Reduce -30.1% 8,476 $1.4M
Natixis 0.01% New 8,440 $1.4M
Apollon Wealth Management, LLC 0.04% Reduce -15.9% 8,390 $1.4M
Aquatic Capital Management LLC 0.05% Add +8200.0% 8,300 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +340.9% 8,116 $1.4M
PCJ Investment Counsel Ltd. 0.55% Add +43.1% 7,936 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +1.8% 7,925 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -6.6% 7,645 $1.3M
Signaturefd, LLC 0.03% Add +0.3% 7,457 $1.3M
Atria Investments, Inc 0.02% Add +15.5% 7,453 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -1.1% 7,442 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.0% 7,430 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -10.0% 7,224 $1.2M
Investment Management Corp of Ontario 0.03% Add +1.4% 7,191 $1.2M
Lester Murray Antman dba SimplyRich 0.38% No change 7,074 $1.2M
Choreo, LLC 0.02% New 7,085 $1.2M
Cresset Asset Management, LLC 0.01% Add +9.7% 7,037 $1.2M
Oppenheimer Asset Management Inc. 0.02% Add +5.4% 7,012 $1.2M
Cetera Investment Advisers 0.00% Reduce -7.2% 6,953 $1.2M
Greenleaf Trust 0.01% No change 6,789 $1.1M
Janney Montgomery Scott LLC 0.00% Add +6.6% 6,777 $1.1M
Ethic Inc. 0.03% New 6,538 $1.1M
Sit Investment Associates Inc. 0.02% No change 6,325 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -2.2% 6,185 $1.0M
Rhumbline Advisers 0.00% Reduce -2.3% 6,109 $1.0M
Connable Office Inc. 0.11% Reduce -4.3% 6,007 $1.0M
Griffin Asset Management, Inc. 0.12% Add +0.5% 5,930 $1000K
Nexus Investment Management ULC 0.10% No change 5,635 $949K
Bristol Gate Capital Partners Inc. 0.05% Reduce -8.9% 5,633 $949K
Magnetar Financial LLC 0.02% No change 5,616 $947K
Farther Finance Advisors, LLC 0.05% Add +0.9% 5,625 $945K
OneDigital Investment Advisors LLC 0.01% Add +57.8% 5,560 $937K
Aviva PLC 0.00% Reduce -45.8% 5,553 $936K
Evergreen Capital Management LLC 0.03% Add +0.7% 5,524 $931K
Vise Technologies, Inc. 0.16% Reduce -2.7% 5,432 $916K
Empower Advisory Group, LLC 0.00% Add +242.3% 5,432 $916K
UniSuper Management Pty Ltd 0.01% Add +77.3% 3,900 $899K
Checchi Capital Advisers, LLC 0.07% Reduce -0.8% 5,297 $893K
Nebula Research & Development LLC 0.14% New 5,183 $874K
Bradley Foster & Sargent Inc. 0.02% No change 5,179 $873K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -5.8% 5,031 $848K
Paloma Partners Management Co 0.09% New 5,000 $843K
Polar Asset Management Partners Inc. 0.03% New 5,000 $842K
Ritholtz Wealth Management 0.03% Add +2.7% 4,962 $836K
Quilter Plc 0.02% Reduce -0.5% 4,827 $814K
Bayesian Capital Management, LP 0.09% New 4,815 $812K
Prosperity Consulting Group, LLC 0.11% Reduce -0.9% 4,758 $802K
Baird Financial Group, Inc. 0.00% Reduce -12.4% 4,739 $799K
First Trust Direct Indexing L.P. 0.05% Reduce -1.1% 4,447 $750K
Kestra Private Wealth Services, LLC 0.01% Reduce -18.6% 4,410 $743K
Syon Capital LLC 0.07% Reduce -0.1% 4,381 $739K
Private Advisor Group, LLC 0.00% Add +32.9% 4,270 $720K
Marks Group Wealth Management, Inc 0.08% Reduce -0.3% 4,269 $720K
Sanctuary Advisors, LLC 0.01% — 4,621 $713K
Brighton Jones LLC 0.02% Add +0.6% 4,188 $706K
Fox Run Management, L.L.C. 0.13% New 4,186 $706K
Assenagon Asset Management S.A. 0.00% Add +4.8% 4,180 $704K
SkyView Investment Advisors, LLC 0.13% Add +0.6% 4,169 $703K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +564.5% 4,120 $694K
West Family Investments, Inc. 0.21% No change 4,090 $689K
Park Avenue Securities LLC 0.01% Reduce -0.4% 4,073 $686K
BTG Pactual Asset Management US LLC 0.17% — 4,000 $674K
First Business Financial Services, Inc. 0.07% No change 3,942 $665K
Aigen Investment Management, LP 0.13% Reduce -49.4% 3,909 $659K
NewSquare Capital LLC 0.06% New 3,890 $656K
Fiduciary Family Office, LLC 0.26% Reduce -0.0% 3,838 $647K
Cookson Peirce & Co. Inc. 0.03% Add +0.5% 3,775 $636K
Jackson, Grant Investment Advisers, Inc. 0.25% No change 3,664 $618K
Employees Retirement System of Texas 0.01% New 3,653 $616K
PAX Financial Group, LLC 0.12% Reduce -8.2% 3,654 $616K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -0.5% 3,643 $614K
Prudential Financial Inc. 0.00% Add +50.6% 3,615 $609K
NewEdge Advisors, LLC 0.00% Add +2.9% 3,607 $608K
D.A. Davidson & Co. 0.01% No change 3,531 $595K
Tritonpoint Wealth, LLC 0.06% Reduce -14.9% 3,517 $593K
PFG Investments, LLC 0.04% Add +0.1% 3,492 $589K
SilverOak Wealth Management LLC 0.14% No change 3,476 $586K
Wolverine Trading, LLC 0.01% Add +6.5% 3,394 $572K
Sara-Bay Financial 0.23% Add +3.4% 3,379 $570K
Thoroughbred Financial Services, LLC 0.04% New 3,344 $563K
First Manhattan Co. Llc. 0.00% No change 3,338 $563K
Parallel Advisors, LLC 0.01% Reduce -0.8% 3,261 $550K
Caprock Group, LLC 0.02% New 3,258 $549K
Value Partners Investments Inc. 0.05% Add +11.7% 3,222 $543K
Country Club Bank 0.04% No change 3,158 $538K
IMS Capital Management 0.25% Add +36.7% 3,243 $531K
Grayhawk Investment Strategies Inc. 2.39% No change 2,274 $524K
Contravisory Investment Management, Inc. 0.11% Add +0.5% 3,066 $517K
Vontobel Holding Ltd. 0.00% Reduce -54.1% 2,989 $504K
Financial Advocates Investment Management 0.03% Add +0.9% 2,971 $501K
Benjamin Edwards Inc. 0.10% Add +0.2% 2,965 $500K
Cigna Investments Inc. 0.09% No change 2,959 $499K
Ballentine Partners, LLC 0.01% Add +3.2% 2,933 $494K
Axxcess Wealth Management, LLC 0.01% Reduce -61.9% 2,932 $494K
Dakota Wealth Management 0.01% Reduce -5.4% 2,917 $492K
Westwood Holdings Group Inc. 0.00% No change 2,889 $487K
Engineers Gate Manager LP 0.01% New 2,855 $481K
Clarius Group, LLC 0.03% Reduce -15.6% 2,814 $474K
PDT Partners, LLC 0.04% New 2,807 $473K
Key Financial Inc 0.11% Reduce -4.5% 2,753 $464K
Sequoia Financial Advisors, LLC 0.01% Add +3.5% 2,750 $464K
Mercer Global Advisors Inc. 0.00% Reduce -14.0% 2,743 $462K
Sentry Investment Management LLC 0.20% Reduce -17.0% 2,733 $461K
Dynamic Technology Lab Private Ltd 0.05% Reduce -51.0% 2,726 $460K
Prospera Financial Services Inc 0.01% Reduce -7.6% 2,684 $453K
PrairieView Partners, LLC 0.05% Reduce -23.5% 2,666 $449K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 2,649 $447K
Moors & Cabot, Inc. 0.02% No change 2,630 $443K
Fullerton Fund Management Co Ltd. 0.02% Add +12.1% 2,579 $435K
Savant Capital, LLC 0.00% Add +10.5% 2,560 $432K
Point72 Hong Kong Ltd 0.03% Reduce -72.3% 2,545 $429K
FDx Advisors, Inc. 0.12% Reduce -34.1% 2,474 $417K
Park Edge Advisors, LLC 0.13% No change 2,467 $416K
Scientech Research LLC 0.09% New 2,458 $414K
Advisors Asset Management, Inc. 0.01% Add +8.7% 2,458 $414K
GenTrust, LLC 0.02% New 2,414 $407K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -48.5% 2,388 $403K
DAVENPORT & Co LLC 0.00% Reduce -0.3% 2,350 $396K
E Fund Management Co., Ltd. 0.02% Reduce -38.2% 2,349 $396K
Blair William & Co. 0.00% Add +3.0% 2,286 $385K
K.J. Harrison & Partners Inc 0.06% No change 2,265 $382K
Occudo Quantitative Strategies LP 0.07% New 2,255 $380K
Cynosure Group, LLC 0.06% New 2,248 $379K
Strategic Investment Advisors / MI 0.05% Reduce -3.1% 2,247 $379K
Faithward Advisors, LLC 0.07% Reduce -4.0% 2,242 $378K
Bridges Investment Management Inc. 0.01% Add +6.8% 2,207 $372K
Coldstream Capital Management Inc. 0.01% Reduce -8.0% 2,195 $370K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -4.6% 2,186 $369K
Quotient Wealth Partners, LLC 0.01% Reduce -54.9% 2,180 $367K
Laurus Global Equity Management Inc. 0.15% No change 1,575 $363K
Candriam S.C.A. 0.00% Reduce -48.9% 2,143 $361K
Quantbot Technologies LP 0.02% Reduce -45.3% 2,142 $361K
Calydon Capital 0.06% No change 2,136 $360K
Stephens Inc. 0.01% Add +0.1% 2,127 $359K
PDS Planning, Inc 0.04% Add +0.7% 2,116 $357K
Cornerstone Planning Group LLC 0.10% Reduce -0.0% 2,272 $352K
Simplex Trading, LLC 0.01% Reduce -71.2% 2,059 $347K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -3.1% 2,027 $342K
Horan Capital Advisors, LLC. 0.12% No change 2,011 $339K
Quadrant Capital Group LLC 0.03% Add +2.8% 2,006 $338K
Covenant Partners, LLC 0.10% Reduce -14.2% 1,991 $336K
Mgo One Seven LLC 0.02% Reduce -4.9% 1,991 $336K
Financial Counselors Inc. 0.01% Add +0.1% 1,954 $329K
Thrivent Financial for Lutherans 0.00% Add +0.4% 1,952 $329K
Westbourne Investment Advisors, Inc. 0.12% No change 1,939 $327K
Advisor OS, LLC 0.04% Reduce -3.9% 1,937 $327K
Wealth Alliance, LLC 0.04% Reduce -1.1% 1,899 $320K
Advisors Capital Management, LLC 0.01% Add +1.4% 1,854 $313K
Marshall Wace, LLP 0.00% New 1,800 $303K
SeaCrest Wealth Management, LLC 0.03% New 1,771 $299K
Oak Hill Wealth Advisors, LLC 0.09% — 1,764 $297K
Capstone Investment Advisors, LLC 0.01% Reduce -82.4% 1,756 $296K
Omnia Family Wealth, LLC 0.13% No change 1,754 $296K
Portside Wealth Group, LLC 0.06% Reduce -0.7% 1,747 $294K
Schechter Investment Advisors, LLC 0.02% Add +2.0% 1,714 $289K
180 Wealth Advisors, LLC 0.05% Reduce -2.8% 1,744 $288K
Wedbush Securities Inc. 0.01% Add +3.5% 1,669 $281K
&partners 0.01% New 1,652 $278K
Sivia Capital Partners, LLC 0.19% Add +4.8% 1,646 $277K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.7% 1,612 $272K
Burgundy Asset Management Ltd. 0.00% New 1,593 $268K
Henshaw Capital LLC 0.01% Add +2.7% 1,584 $267K
Grunden Financial Advisory, Inc. 0.14% No change 1,582 $267K
Daymark Wealth Partners, LLC 0.01% No change 1,582 $267K
QRG Capital Management, Inc. 0.00% New 1,581 $266K
Retirement Investment Advisors, Inc. 0.03% — 1,573 $265K
Compound Planning, Inc. 0.02% Add +7.9% 1,552 $262K
Macquarie Group Ltd. 0.00% Add +560.3% 1,532 $258K
Capital Asset Advisory Services LLC 0.01% Add +8.4% 1,521 $254K
First Affirmative Financial Network 0.18% Add +2.0% 1,506 $254K
Wellington Shields Capital Management, LLC 0.05% Reduce -25.0% 1,500 $253K
Capital Investment Advisors, LLC 0.01% Add +0.1% 1,486 $250K
Norden Group LLC 0.05% Reduce -3.0% 1,444 $243K
Wisconsin Capital Management LLC 0.12% No change 1,435 $242K
Ieq Capital, LLC 0.00% Reduce -9.1% 1,423 $240K
MAI Capital Management 0.00% Reduce -5.8% 1,419 $239K
Sound View Wealth Advisors Group, LLC 0.02% No change 1,407 $237K
AQR Capital Management 0.00% New 1,399 $236K
Dorsey & Whitney Trust CO LLC 0.02% No change 1,387 $234K
TrinityPoint Wealth, LLC 0.04% No change 1,379 $232K
Bond & Devick Financial Network, Inc. 0.12% No change 1,374 $232K
DORCHESTER WEALTH MANAGEMENT Co 0.04% New 1,370 $231K
Ewa, LLC 0.09% Add +0.3% 1,382 $228K
Granite Group Advisors, LLC 0.17% No change 1,328 $224K
Ariadne Wealth Management, LP 0.17% — 8,361 $223K
Park National Corp. 0.01% Add +1.6% 1,316 $222K
Johnson Investment Counsel Inc. 0.00% Add +0.8% 1,313 $221K
Vident Advisory, LLC 0.01% New 1,312 $221K
SG Americas Securities, LLC 0.00% New 1,313 $221K
Buckingham Strategic Wealth, LLC 0.00% New 1,308 $220K
Pine Haven Investment Counsel, Inc 0.19% No change 1,302 $219K
Pacer Advisors, Inc. 0.00% Reduce -4.4% 1,292 $218K
Lido Advisors, LLC 0.00% New 1,246 $210K
American Trust 0.02% Reduce -5.7% 1,234 $208K
Hanson & Doremus Investment Management 0.03% No change 1,234 $208K
Atria Wealth Solutions, Inc. 0.00% New 1,226 $207K
Wealthcare Advisory Partners LLC 0.01% New 1,211 $204K
Mission Wealth Management, LP 0.01% New 1,198 $202K
Addison Advisors LLC 0.06% Add +2.3% 1,188 $200K
Moody LYNN Lieberson & Walker, LLC 0.01% New 1,187 $200K
Icon Wealth Advisors, LLC 0.02% Reduce -22.3% 1,227 $199K
Gulf International Bank (UK) Ltd 0.00% Reduce -25.4% 1,149 $193K
Blue Trust, Inc. 0.00% New 1,237 $193K
Huntington National Bank 0.00% Reduce -11.8% 1,123 $189K
Walleye Capital LLC 0.00% New 1,102 $186K
Bokf, NA 0.00% Add +69.7% 1,057 $178K
CIBC Private Wealth Group LLC 0.00% Add +0.6% 1,060 $178K
Motco 0.01% New 998 $168K
State of Wyoming 0.03% Reduce -5.6% 944 $159K
Arax Advisory Partners 0.02% Reduce -2.9% 919 $155K
Lindbrook Capital, LLC 0.01% Add +0.1% 903 $152K
Venturi Wealth Management, LLC 0.01% New 897 $151K
Hexagon Capital Partners LLC 0.03% Add +4.4% 871 $147K
GHP Investment Advisors, Inc. 0.01% No change 868 $146K
SYSTM Wealth Solutions LLC 0.03% Reduce -73.3% 851 $143K
Crewe Advisors LLC 0.02% Reduce -4.0% 850 $143K
Private Trust Co. NA 0.01% Reduce -10.7% 775 $131K
Manchester Capital Management LLC 0.01% New 735 $124K
Hobbs Group Advisors, LLC 0.04% — 698 $118K
Avior Wealth Management, LLC 0.00% Reduce -14.5% 665 $112K
GAMMA Investing LLC 0.02% Reduce -18.1% 660 $111K
Ridgewood Investments LLC 0.06% New 658 $111K
IFP Advisors, Inc 0.00% Reduce -5.1% 613 $103K
JNBA Financial Advisors 0.01% New 602 $101K
Transamerica Financial Advisors, LLC 0.01% No change 594 $101K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.1% 595 $100K
Continuum Advisory, LLC 0.01% No change 566 $95K
Cromwell Holdings LLC 0.05% — 508 $86K
Opal Wealth Advisors, LLC 0.03% Reduce -7.7% 503 $85K
Brown Brothers Harriman & Co. 0.00% No change 493 $83K
Colonial Trust Co / SC 0.01% No change 481 $82K
Baldwin Wealth Partners LLC 0.01% Add +1.1% 483 $81K
HM Payson & Co. 0.00% No change 480 $81K
E Fund Management (Hong Kong) Co., Ltd. 0.05% Reduce -16.1% 453 $76K
Hollencrest Capital Management 0.00% No change 448 $76K
Ashton Thomas Private Wealth, LLC 0.00% New 433 $73K
UMB Bank, n.a. 0.00% No change 419 $71K
Jefferies Financial Group Inc. 0.00% New 417 $70K
Old Second National Bank of Aurora 0.02% No change 393 $66K
Allworth Financial LP 0.00% Reduce -20.9% 402 $65K
Principal Securities, Inc. 0.00% Add +6.7% 364 $61K
Janiczek Wealth Management, LLC 0.01% No change 361 $61K
Gold Investment Management Ltd. 0.02% No change 336 $57K
Fifth Third Bancorp 0.00% Reduce -14.3% 325 $55K
CGC Financial Services, LLC 0.02% No change 315 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.5% 304 $51K
Nisa Investment Advisors, LLC 0.00% No change 296 $50K
Global Retirement Partners, LLC 0.00% Add +355.7% 278 $47K
Spectrum Wealth Counsel, LLC 0.01% Reduce -11.0% 268 $45K
Brown Shipley& Co Ltd 0.02% Add +0.5% 193 $44K
CENTRAL TRUST Co 0.00% No change 262 $44K
Pacifica Partners Inc. 0.02% No change 241 $41K
FinTrust Capital Advisors, LLC 0.01% No change 226 $38K
Trust Co. of Vermont 0.00% No change 214 $36K
Zions Bancorporation, N.A. 0.00% Reduce -38.2% 199 $34K
EverSource Wealth Advisors, LLC 0.00% Reduce -1.1% 182 $29K
Exchange Traded Concepts, LLC 0.00% Reduce -17.9% 160 $27K
Rothschild Investment LLC 0.00% No change 150 $25K
Quent Capital, LLC 0.00% No change 150 $25K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 140 $24K
First Horizon Advisors, Inc. 0.00% Reduce -14.7% 128 $22K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.4% 127 $21K
Hantz Financial Services, Inc. 0.00% Reduce -15.9% 122 $21K
Tyler-Stone Wealth Management 0.01% No change 111 $19K
Banque Cantonale Vaudoise 0.00% No change 106 $18K
Asset Dedication, LLC 0.00% No change 104 $18K
AdvisorNet Financial, Inc 0.00% Reduce -15.1% 90 $15K
Global Financial Private Client, LLC 0.01% No change 86 $14K
Arrow Financial Corp 0.00% No change 86 $14K
Stephens Consulting, LLC 0.00% No change 79 $13K
Smartleaf Asset Management LLC 0.00% Add +162.1% 76 $13K
Harbour Investments, Inc. 0.00% No change 72 $12K
Harvest Fund Management Co., Ltd 0.00% New 69 $12K
Laurel Wealth Advisors LLC 0.00% No change 62 $10K
ICA Group Wealth Management, LLC 0.01% No change 58 $10K
Whittier Trust Co. 0.00% New 56 $9K
Fortitude Family Office, LLC 0.00% No change 42 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -44.0% 42 $7K
Creative Financial Designs Inc. 0.00% No change 40 $7K
Penserra Capital Management LLC 0.00% No change 36 $6K
Bell Investment Advisors, Inc 0.00% No change 33 $6K
Wetzel Investment Advisors, Inc. 0.00% No change 30 $5K
Signature Resources Capital Management, LLC 0.00% No change 26 $4K
Bogart Wealth, LLC 0.00% No change 19 $3K
Oliver Lagore Vanvalin Investment Group 0.00% No change 18 $3K
Cullen/Frost Bankers, Inc. 0.00% Reduce -35.7% 18 $3K
Iron Horse Wealth Management, LLC 0.00% No change 17 $3K
Creekmur Asset Management LLC 0.00% Add +50.0% 15 $3K
Harbor Investment Advisory, LLC 0.00% No change 14 $2K
Concourse Financial Group Securities, Inc. 0.00% No change 13 $2K
Anchor Investment Management, LLC 0.00% No change 12 $2K
Halpern Financial, Inc. 0.00% New 11 $2K
CVA Family Office, LLC 0.00% No change 8 $1K
Gen-Wealth Partners Inc 0.00% No change 7 $1K
Robbins Farley 0.00% No change 5 $843
True Wealth Design, LLC 0.00% Add +33.3% 4 $675
Versant Capital Management, Inc 0.00% Reduce -84.2% 3 $506
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3 $506

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