Thomson ReutersTRI

13F holders, Q4 2025 (December 31)
497holders −21
47new positions
81sold out
6famous investors
$131.96avg. 13F price*

At the end of Q4 2025, 497 institutions reported holding Thomson Reuters Corp. (TRI) in their 13F filings, down 21 from Q3 2025. 47 opened new positions and 81 sold out. The largest holders were Woodbridge Co Ltd ($39.7B), Invesco Ltd. ($1.6B) and Royal Bank of Canada ($1.3B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions47$122.9M
Exits81$125.6M

All 13F filers, Q3 2025 → Q4 2025: 21,755,657 shares bought and 7,751,239 shares sold, net +14,004,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 497 holders

Woodbridge Co Ltd 97.83% Add +0.0% 300,694,046 $39.7B
Invesco Ltd. 0.16% Add +453.5% 12,470,914 $1.6B
Royal Bank of Canada 0.23% Reduce -4.2% 9,784,789 $1.3B
Bank of Montreal 0.33% Reduce -0.2% 6,098,897 $804.9M
Vanguard Group Inc. 0.01% Add +1.5% 5,776,640 $762.3M
1832 Asset Management L.P. 0.89% Add +191.8% 5,254,469 $693.0M
FMR LLC 0.03% Add +11.1% 4,703,318 $620.7M
TD Asset Management Inc 0.50% Add +0.7% 4,664,372 $616.3M
TLT Family Holdco ULC 62.31% No change 4,302,901 $567.5M
LCC Family Corp. 100.00% Reduce -10.0% 3,639,067 $480.0M
SEG Family Corp. 100.00% Reduce -11.6% 2,901,405 $382.7M
Morgan Stanley 0.02% Add +31.2% 2,802,312 $369.6M
Mackenzie Financial Corp. 0.37% Reduce -0.0% 2,377,940 $315.2M
Goldman Sachs Group Inc. 0.04% Reduce -3.7% 2,320,877 $306.1M
Geode Capital Management, LLC 0.02% Add +3.6% 2,224,706 $297.5M
Fiera Capital Corp 0.75% Reduce -21.1% 1,797,209 $237.2M
National Bank of Canada 0.22% Reduce -1.6% 1,662,274 $218.6M
CIBC Asset Management Inc 0.51% Add +17.7% 1,607,468 $212.5M
BlackRock, Inc. 0.00% Reduce -28.3% 1,350,839 $178.2M
Connor, Clark & Lunn Investment Management Ltd. 0.44% Reduce -38.4% 1,259,901 $166.3M
First Trust Advisors LP 0.11% Add +10.8% 1,191,606 $157.2M
Norges Bank 0.02% — 1,162,529 $153.4M
Agf Management Ltd. 0.64% Add +28.0% 1,113,665 $147.3M
Bank of America Corp. 0.01% Reduce -10.3% 1,094,266 $144.3M
Legal & General Group Plc 0.03% Reduce -3.8% 984,559 $130.1M
Cibc World Market Inc. 0.23% Reduce -9.8% 966,627 $127.6M
Canada Pension Plan Investment Board 0.08% Add +582.1% 945,193 $124.7M
Manufacturers Life Insurance Company, The 0.10% Add +6.5% 908,723 $120.1M
DKRT Investments Corp. 30.19% Add +20.5% 808,847 $106.7M
JPMorgan Chase & Co. 0.01% Reduce -39.7% 761,992 $100.5M
ProShare Advisors LLC 0.16% Add +41.5% 691,067 $91.1M
Barclays PLC 0.04% Add +34.7% 690,477 $91.1M
Federation des caisses Desjardins du Quebec 0.34% Reduce -0.6% 668,366 $88.1M
Deutsche Bank AG 0.03% Add +56.6% 630,639 $83.2M
Toronto Dominion Bank 0.14% Add +21.9% 596,153 $78.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +51.7% 443,929 $78.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.11% Add +11.4% 568,832 $75.0M
PJT Investments Corp. 40.96% No change 530,297 $69.9M
Bank of New York Mellon Corp 0.01% Add +10.5% 493,071 $65.0M
BNP Paribas Financial Markets 0.04% Add +26.5% 483,198 $63.7M
UBS Group AG 0.01% Add +40.1% 440,146 $58.1M
Amundi 0.02% Add +43.2% 429,944 $56.7M
Swiss National Bank 0.03% Reduce -8.2% 416,655 $55.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.28% Add +269.9% 399,341 $52.7M
Massachusetts Financial Services Co. 0.02% Reduce -2.3% 398,620 $52.6M
Storebrand Asset Management As 0.14% Add +0.4% 384,572 $50.7M
Quadrature Capital Ltd 0.50% Add +2105.3% 372,700 $49.2M
Scotia Capital Inc. 0.19% Add +27.3% 367,317 $48.4M
Pictet Asset Management Holding SA 0.05% Add +56.0% 359,050 $47.5M
MUFG Securities EMEA plc 0.54% New 350,000 $46.2M
Charles Schwab Investment Management Inc. 0.01% Add +2.1% 339,308 $44.8M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +153.4% 328,343 $43.3M
Bank of Nova Scotia 0.06% Reduce -28.7% 310,413 $41.0M
Raymond James Financial Inc. 0.01% Add +14.2% 310,088 $40.9M
Two Sigma Investments, LP 0.06% Add +15.9% 307,479 $40.6M
Benjamin Edwards Inc. 0.43% Add +43.3% 291,641 $38.5M
BCV Asset Management Inc. 0.93% — 301,925 $36.7M
Envestnet Asset Management Inc. 0.01% Reduce -15.8% 260,397 $34.3M
D. E. Shaw & Co. 0.03% Add +175.1% 238,591 $31.5M
Clearbridge Investments, LLC 0.02% New 234,156 $30.9M
TD Waterhouse Canada Inc. 0.19% Add +13.9% 230,164 $30.3M
Citigroup Inc. 0.02% Reduce -34.7% 224,436 $29.7M
Dimensional Fund Advisors LP 0.01% Reduce -0.8% 220,478 $29.1M
Picton Mahoney Asset Management 0.32% Reduce -36.2% 218,799 $28.9M
Dixon Mitchell Investment Counsel Inc. 0.92% Reduce -1.2% 210,645 $27.8M
Mufg Securities (canada), LTD. 0.75% Reduce -8.8% 204,028 $26.9M
Victory Capital Management Inc. 0.02% Reduce -30.6% 200,929 $26.5M
State Street Corp. 0.00% Add +1.9% 192,037 $25.3M
NEOS Investment Management LLC 0.14% Add +37.6% 187,659 $24.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +340.9% 185,423 $24.5M
Northern Trust Corp. 0.00% Reduce -0.1% 179,221 $23.6M
Two Sigma Advisers, LP 0.05% Add +110.3% 178,846 $23.6M
Allianz Asset Management GmbH 0.02% Add +22.9% 159,246 $21.0M
Voloridge Investment Management, LLC 0.07% Add +210.6% 152,084 $20.1M
Wells Fargo & Company 0.00% Add +1.6% 149,457 $19.7M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +22.4% 142,570 $18.8M
Millennium Management 0.01% Add +8.8% 139,500 $18.4M
SG Americas Securities, LLC 0.02% Add +1310.6% 137,916 $18.2M
Renaissance Technologies 0.03% Add +197.8% 136,395 $18.0M
Stifel Financial Corp. 0.02% Add +24.8% 136,290 $18.0M
Nuveen, LLC 0.00% No change 133,658 $17.7M
Aviva PLC 0.03% Add +5.5% 131,203 $17.3M
APG Asset Management N.V. 0.04% Add +37.2% 136,771 $15.4M
Cerity Partners LLC 0.02% Add +191.7% 111,192 $14.7M
Public Sector Pension Investment Board 0.05% Add +660.5% 109,103 $14.4M
Guggenheim Capital LLC 0.10% Add +0.9% 103,099 $13.6M
Citadel Advisors 0.01% Reduce -78.1% 94,592 $12.5M
Man Group plc 0.02% Add +47.9% 94,290 $12.5M
GF Fund Management Co. LTD. 0.21% Add +14.4% 93,832 $12.4M
Rafferty Asset Management, LLC 0.04% Add +23.7% 93,186 $12.3M
FIL Ltd 0.01% Reduce -84.4% 89,676 $11.8M
Russell Investments Group, Ltd. 0.01% Add +46.1% 88,968 $11.8M
Korea Investment CORP 0.02% Reduce -0.2% 82,744 $10.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +19.1% 77,601 $10.2M
Nomura Holdings Inc. 0.03% Add +3.7% 72,822 $9.6M
AQR Capital Management 0.01% Add +194.1% 72,605 $9.6M
Rathbones Group PLC 0.04% Reduce -21.2% 70,806 $9.4M
Addenda Capital Inc. 0.26% Reduce -9.8% 48,500 $8.8M
Nissay Asset Management Corp. /Japan 0.04% Add +7.4% 64,094 $8.5M
Varma Mutual Pension Insurance Co 0.05% Reduce -0.4% 63,706 $8.4M
United Capital Financial Advisors, LLC 0.05% Reduce -3.5% 62,915 $8.3M
Jump Financial, LLC 0.11% Add +100.7% 62,459 $8.2M
State of Tennessee, Department of Treasury 0.03% Reduce -2.7% 73,032 $8.1M
Beutel, Goodman & Co Ltd. 0.05% Reduce -4.7% 60,738 $8.0M
Aviso Financial Inc. 0.29% Reduce -18.8% 57,392 $7.6M
iA Global Asset Management Inc. 0.09% Add +6.0% 55,307 $7.3M
State of Wisconsin Investment Board 0.02% New 55,036 $7.3M
Franklin Resources Inc. 0.00% Reduce -8.7% 54,823 $7.2M
Numerai GP LLC 0.84% Add +208.2% 52,542 $6.9M
Susquehanna International Group, LLP 0.01% Reduce -78.5% 51,457 $6.8M
Shelton Capital Management 0.13% Add +2.0% 50,725 $6.7M
Occudo Quantitative Strategies LP 0.44% New 49,936 $6.6M
Lido Advisors, LLC 0.03% Add +1.3% 45,808 $6.6M
Neuberger Berman Group LLC 0.00% Reduce -14.0% 48,744 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -61.1% 47,612 $6.4M
Cidel Asset Management Inc. 0.45% Reduce -63.9% 48,285 $6.4M
Quantinno Capital Management LP 0.01% Add +54.1% 48,052 $6.3M
Capital Investment Counsel, LLC 0.86% Reduce -0.4% 47,174 $6.2M
Bank of Nova Scotia Trust Co. 0.52% Reduce -12.1% 45,505 $6.0M
Candriam S.C.A. 0.03% Add +1292.1% 42,959 $5.7M
HSBC Holdings PLC 0.00% Reduce -74.2% 42,772 $5.7M
Mariner, LLC 0.01% Reduce -1.9% 42,691 $5.6M
First National Bank of Mount Dora, Trust Investment Services 1.17% Reduce -0.4% 40,750 $5.4M
Daiwa Securities Group Inc. 0.02% Add +9.1% 39,878 $5.3M
Cwm, LLC 0.01% Add +0.9% 38,225 $5.0M
Northwest & Ethical Investments L.P. 0.11% Add +5.0% 37,728 $5.0M
DekaBank Deutsche Girozentrale 0.01% No change 29,582 $4.9M
Dynamic Advisor Solutions LLC 0.16% Add +5.8% 37,155 $4.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.5% 38,333 $4.8M
Forsta Ap-Fonden 0.03% Add +0.3% 35,988 $4.8M
Profund Advisors LLC 0.14% Add +7.5% 35,033 $4.6M
Credit Agricole S A 0.01% Add +22.9% 33,572 $4.4M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Add +1.1% 33,226 $4.4M
Harvest Fund Management Co., Ltd 0.16% Add +20.1% 33,214 $4.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% New 33,400 $4.4M
Munich Reinsurance Co Stock Corp in Munich 0.10% New 32,282 $4.3M
Y-Intercept (Hong Kong) Ltd 0.10% Reduce -67.6% 32,526 $4.3M
Pacer Advisors, Inc. 0.01% Add +2.8% 32,283 $4.3M
LPL Financial LLC 0.00% Add +8.1% 31,594 $4.2M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -8.4% 31,265 $4.1M
Campbell & CO Investment Adviser LLC 0.19% Add +35.0% 30,507 $4.0M
Louisiana State Employees Retirement System 0.07% Reduce -9.4% 29,800 $3.9M
Marshall Wace, LLP 0.00% Reduce -31.6% 29,709 $3.9M
Balyasny Asset Management L.P. 0.01% New 29,556 $3.9M
Montrusco Bolton Investments Inc. 0.05% Reduce -22.9% 29,041 $3.8M
JPL Wealth Management, LLC 0.88% Reduce -7.3% 27,311 $3.6M
Vest Financial, LLC 0.04% Add +110.3% 26,429 $3.5M
Gotham Asset Management 0.01% Add +23.8% 26,394 $3.5M
Baird Financial Group, Inc. 0.01% Reduce -39.6% 26,389 $3.5M
Callahan Advisors, LLC 0.29% No change 26,314 $3.5M
Meridian Wealth Management, LLC 0.12% Add +0.9% 25,762 $3.4M
USS Investment Management Ltd 0.02% Add +7.8% 25,478 $3.4M
Vista Investment Partners LLC 0.89% Add +1.8% 25,549 $3.4M
JCIC Asset Management Inc. 1.02% Reduce -2.3% 25,268 $3.3M
Penbrook Management LLC 2.27% Add +0.4% 24,948 $3.3M
Wellington Management Group LLP 0.00% Add +199.1% 24,410 $3.2M
Swiss Life Asset Management Ltd 0.02% Add +9.2% 24,390 $3.2M
Rakuten Investment Management, Inc. 0.01% Add +289.6% 24,011 $3.2M
Laird Norton Wetherby Trust Company, LLC 0.07% New 24,197 $3.2M
Jain Global LLC 0.03% Reduce -16.5% 23,742 $3.1M
Avanza Fonder AB 0.08% Add +94.7% 16,896 $3.1M
Trexquant Investment LP 0.03% Reduce -76.7% 23,018 $3.0M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -4.3% 22,419 $3.0M
Bessemer Group Inc. 0.00% Reduce -10.9% 22,268 $2.9M
First American Bank 0.18% Reduce -1.7% 22,069 $2.9M
Larson Financial Group LLC 0.10% Reduce -4.8% 21,815 $2.9M
Cibc World Markets Corp. 0.01% — 21,609 $2.9M
Principal Financial Group Inc. 0.00% Add +1.2% 21,196 $2.8M
EFG International AG 0.05% — 21,111 $2.8M
Creative Planning 0.00% Add +1.5% 21,097 $2.8M
Jones Financial Companies LLLP 0.00% Reduce -29.5% 21,077 $2.8M
Tower Research Capital LLC (TRC) 0.07% Add +35.5% 20,684 $2.7M
Corient Private Wealth LP 0.00% Add +5.8% 20,014 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.0% 19,524 $2.5M
Cumberland Partners Ltd 0.15% Add +38.5% 19,022 $2.5M
Voya Investment Management LLC 0.00% Reduce -2.5% 18,693 $2.5M
Entropy Technologies, LP 0.13% Add +137.7% 18,709 $2.5M
Alliancebernstein L.P. 0.00% Reduce -72.4% 18,484 $2.4M
Nomura Asset Management Co. Ltd. 0.01% Add +13.3% 17,730 $2.3M
Plato Investment Management Ltd 0.15% Add +5967.5% 17,535 $2.3M
Vista Investment Partners Ii, LLC 0.95% Reduce -0.8% 16,638 $2.2M
Rodgers Brothers Inc. 0.26% No change 16,636 $2.2M
Investment Management Corp of Ontario 0.03% Add +229.4% 16,442 $2.2M
Neo Ivy Capital Management 0.34% New 16,327 $2.2M
Ameritas Investment Partners, Inc. 0.06% Add +7.0% 16,082 $2.1M
Alberta Investment Management Corp 0.01% New 16,000 $2.1M
Headlands Technologies LLC 0.18% Add +2.9% 15,963 $2.1M
Generali Asset Management SPA SGR 0.04% Add +5.2% 11,585 $2.1M
Utah Retirement Systems 0.02% No change 15,381 $2.0M
Lombard Odier Asset Management (Switzerland) SA 0.09% Reduce -40.6% 15,351 $2.0M
Norinchukin Bank, The 0.02% Add +17.8% 14,861 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -43.0% 14,685 $1.9M
Guardian Partners Inc. 0.15% Reduce -1.6% 20,129 $1.9M
Stratos Wealth Partners, LTD. 0.02% Add +6.7% 14,060 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Add +33.7% 13,828 $1.8M
Janus Henderson Group PLC 0.00% Reduce -9.3% 13,676 $1.8M
Qube Research & Technologies Ltd 0.00% Reduce -93.4% 13,758 $1.8M
Quantbot Technologies LP 0.06% Reduce -57.1% 13,759 $1.8M
Louisbourg Investments Inc. 0.36% Add +222.4% 13,720 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -26.4% 13,694 $1.8M
Natixis Advisors, LLC 0.00% Reduce -18.1% 13,450 $1.8M
PKO Investment Management Joint-Stock Co 0.14% New 13,000 $1.7M
Burkett Asset Management Ltd 1.71% — 12,787 $1.7M
China Universal Asset Management Co., Ltd. 0.13% Add +5.8% 12,588 $1.7M
Griffin Asset Management, Inc. 0.18% Add +1.6% 12,471 $1.6M
American Century Companies Inc. 0.00% Add +4.2% 12,134 $1.6M
Timelo Investment Management Inc. 1.68% New 12,000 $1.6M
Blueshift Asset Management, LLC 0.45% Add +7.2% 11,934 $1.6M
Beacon Pointe Advisors, LLC 0.01% Reduce -0.3% 11,404 $1.5M
Natixis 0.01% Add +56.9% 11,378 $1.5M
US Bancorp \de 0.00% Reduce -7.2% 11,003 $1.5M
Lombard Odier Asset Management (USA) Corp 0.77% Reduce -1.9% 10,897 $1.4M
Promethium Advisors,llc 0.77% Reduce -26.9% 10,888 $1.4M
HighTower Advisors, LLC 0.00% Add +5.3% 10,607 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +6.1% 10,054 $1.3M
Public Employees Retirement System of Ohio 0.00% Reduce -13.0% 10,000 $1.3M
Schonfeld Strategic Advisors LLC 0.01% New 9,941 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -21.5% 9,932 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -9.3% 9,704 $1.3M
Kestra Advisory Services, LLC 0.01% Add +2.1% 9,548 $1.3M
Triasima Portfolio Management inc. 0.19% Reduce -68.4% 9,411 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -51.1% 9,126 $1.2M
Dynamic Technology Lab Private Ltd 0.27% Add +16.7% 9,090 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +130.8% 9,014 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -31.2% 9,000 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +2.3% 8,998 $1.2M
ASR Vermogensbeheer N.V. 0.01% No change 8,770 $1.2M
Signaturefd, LLC 0.02% Add +3.9% 8,763 $1.2M
Quadrant Capital Group LLC 0.03% Add +0.7% 8,709 $1.1M
Cetera Investment Advisers 0.00% Reduce -24.4% 8,481 $1.1M
Aigen Investment Management, LP 0.26% Reduce -25.6% 7,206 $1.1M
Qsemble Capital Management, LP 0.09% Reduce -76.4% 8,462 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -22.0% 8,433 $1.1M
Sit Investment Associates Inc. 0.02% No change 8,425 $1.1M
111 Capital 0.24% Reduce -36.0% 8,322 $1.1M
Metis Global Partners, LLC 0.03% Reduce -25.3% 8,297 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -6.8% 8,275 $1.1M
Ensign Peak Advisors, Inc 0.00% Add +5.1% 8,176 $1.1M
Royal London Asset Management Ltd. 0.00% Add +1.7% 8,037 $1.1M
Abacus Wealth Partners, LLC 0.10% New 8,030 $1.1M
Intech Investment Management LLC 0.01% Reduce -88.6% 8,002 $1.1M
Prana Capital Management, LP 0.04% New 7,787 $1.0M
Jane Street Group, LLC 0.00% Reduce -95.7% 7,751 $1.0M
Gulf International Bank (UK) Ltd 0.03% No change 7,670 $1.0M
Ieq Capital, LLC 0.00% Add +74.9% 7,671 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -14.3% 7,431 $980K
Greenleaf Trust 0.01% Add +2.5% 7,327 $966K
ICICI Prudential Asset Management Co Ltd 0.11% Add +3.1% 7,139 $942K
Lester Murray Antman dba SimplyRich 0.24% Reduce -0.8% 7,018 $925K
MML Investors Services, LLC 0.00% Reduce -8.1% 6,931 $914K
Janney Montgomery Scott LLC 0.00% Reduce -88.6% 6,733 $888K
Charles Schwab Trust Co 0.06% No change 6,720 $886K
Assenagon Asset Management S.A. 0.00% Reduce -1.1% 6,496 $858K
Vise Technologies, Inc. 0.02% Reduce -21.7% 6,501 $857K
Intact Investment Management Inc. 0.02% Reduce -71.9% 6,300 $831K
Coastal Bridge Advisors, LLC 0.06% Add +7.8% 6,184 $816K
Evelyn Partners Investment Management LLP 0.02% Reduce -4.3% 6,177 $815K
Value Partners Investments Inc. 0.06% Add +8.1% 5,969 $789K
SummitTX Capital, L.P. 0.02% Add +358.1% 5,919 $781K
Havemeyer Place LP 0.15% — 5,796 $764K
Twin Tree Management, LP 0.08% New 5,787 $763K
Evergreen Capital Management LLC 0.02% Add +1.8% 5,743 $757K
Ingalls & Snyder LLC 0.03% Reduce -1.4% 5,601 $739K
Hilton Capital Management, LLC 0.05% Reduce -88.7% 5,204 $686K
Focus Partners Wealth 0.00% Add +46.3% 5,121 $676K
Ballentine Partners, LLC 0.01% Add +0.8% 5,080 $670K
Sequoia Financial Advisors, LLC 0.00% Reduce -23.8% 4,997 $659K
Syon Capital LLC 0.03% Add +8.2% 4,963 $655K
NewEdge Advisors, LLC 0.00% Reduce -9.4% 4,811 $635K
Prosperity Consulting Group, LLC 0.03% Reduce -0.1% 4,806 $634K
Northwestern Mutual Wealth Management Co. 0.00% Add +51.3% 4,802 $633K
Arista Wealth Management, LLC 0.08% No change 4,780 $630K
Caprock Group, LLC 0.01% Add +54.0% 4,742 $625K
&partners 0.00% Reduce -40.4% 4,652 $614K
Empower Advisory Group, LLC 0.00% Reduce -4.6% 4,640 $613K
Gsa Capital Partners LLP 0.05% Add +34.9% 4,641 $612K
ING Groep NV 0.00% Reduce -80.5% 4,608 $608K
Quilter Plc 0.01% Reduce -20.9% 4,553 $601K
Checchi Capital Advisers, LLC 0.04% Reduce -8.7% 4,540 $599K
Rockefeller Capital Management L.P. 0.00% Reduce -16.2% 4,478 $591K
Macquarie Group Ltd. 0.00% New 4,456 $588K
West Family Investments, Inc. 0.13% No change 4,320 $570K
Crossmark Global Holdings, Inc. 0.01% Reduce -51.7% 4,247 $560K
Bradley Foster & Sargent Inc. 0.01% No change 4,178 $551K
Ewing Morris & Co. Investment Partners Ltd. 0.24% Add +41.2% 4,055 $542K
Farther Finance Advisors, LLC 0.01% Reduce -2.8% 4,007 $528K
Bristol Gate Capital Partners Inc. 0.03% Reduce -23.6% 3,994 $528K
First Business Financial Services, Inc. 0.05% No change 3,942 $520K
Sanctuary Advisors, LLC 0.00% Reduce -3.0% 3,875 $512K
Ritholtz Wealth Management 0.01% Reduce -13.4% 3,866 $510K
CenterBook Partners LP 0.02% Add +15.2% 3,744 $494K
Tacita Capital Inc 0.29% Reduce -45.0% 3,736 $493K
Savant Capital, LLC 0.00% Reduce -7.3% 3,708 $489K
UniSuper Management Pty Ltd 0.00% No change 2,700 $489K
Jackson, Grant Investment Advisers, Inc. 0.16% No change 3,664 $484K
Impact Investors, Inc 0.33% Reduce -19.1% 3,658 $482K
Tidal Investments LLC 0.00% Add +35.2% 3,610 $476K
SilverOak Wealth Management LLC 0.07% No change 3,476 $458K
Capstone Investment Advisors, LLC 0.00% Reduce -44.9% 3,436 $453K
Harvest Portfolios Group Inc. 0.01% Add +18.4% 3,365 $444K
Mercer Global Advisors Inc. 0.00% Add +3.0% 3,349 $442K
Bridgefront Capital, LLC 0.11% New 3,334 $440K
Dara Capital Us, Inc. 0.38% — 3,285 $433K
Concurrent Investment Advisors, LLC 0.00% Add +27.9% 3,247 $428K
Rhumbline Advisers 0.00% Reduce -9.7% 3,204 $423K
Sara-Bay Financial 0.13% No change 3,176 $422K
First National Bank of Omaha 0.01% New 3,158 $419K
Evelyn Partners Investment Management Services Ltd 0.05% Add +5.4% 3,124 $412K
Ethic Inc. 0.01% Add +21.8% 3,066 $404K
Truist Financial Corp. 0.00% Reduce -56.4% 2,918 $385K
Westwood Holdings Group Inc. 0.00% Reduce -0.0% 2,889 $381K
Parallel Advisors, LLC 0.01% Add +3.2% 2,873 $379K
Cigna Investments Inc. 0.06% No change 2,864 $378K
Tyche Wealth Partners LLC 0.06% New 2,824 $372K
TritonPoint Partners, LLC 0.20% — 2,799 $369K
PCM Encore, LLC 0.08% — 2,789 $368K
Key Financial Inc 0.07% No change 2,753 $364K
PAX Financial Group, LLC 0.06% Reduce -1.0% 2,752 $363K
D.A. Davidson & Co. 0.00% No change 2,739 $361K
Vident Advisory, LLC 0.00% Reduce -0.4% 2,572 $339K
Storgate, LLC 0.28% — 2,543 $335K
Captrust Financial Advisors 0.00% Reduce -2.4% 2,513 $332K
KDT Advisors, LLC 0.46% Add +8.9% 2,503 $330K
Prospera Financial Services Inc 0.01% Reduce -4.7% 2,500 $330K
First Manhattan Co. Llc. 0.00% No change 2,475 $327K
Moors & Cabot, Inc. 0.01% No change 2,474 $326K
Prelude Capital Management, LLC 0.02% New 2,395 $316K
M&T Bank Corp 0.00% No change 2,392 $315K
Assetmark, Inc. 0.00% Reduce -97.0% 2,315 $305K
DAVENPORT & Co LLC 0.00% No change 2,301 $304K
Bridgewater Advisors Inc. 0.02% Add +0.4% 2,511 $302K
K.J. Harrison & Partners Inc 0.04% New 2,275 $301K
Guardian Capital LP 0.01% Reduce -72.5% 2,277 $301K
Anchyra Partners LLC 0.09% — 2,249 $297K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +6.9% 2,233 $295K
Choreo, LLC 0.00% Reduce -3.0% 2,212 $294K
Bridges Investment Management Inc. 0.00% No change 2,207 $291K
Wealthfront Advisers LLC 0.00% New 1,966 $259K
Westbourne Investment Advisors, Inc. 0.07% No change 1,939 $256K
Norden Group LLC 0.02% New 1,920 $253K
PDS Planning, Inc 0.02% Reduce -21.8% 1,909 $252K
Private Advisor Group, LLC 0.00% Reduce -53.1% 1,901 $251K
STF Management LP 0.24% Reduce -68.9% 1,899 $250K
Prime Capital Investment Advisors, LLC 0.00% Reduce -35.2% 1,877 $248K
Midwest Trust Co 0.00% Reduce -1.3% 1,859 $245K
Oppenheimer Asset Management Inc. 0.00% Add +7.9% 1,859 $245K
GTS Securities LLC 0.01% Reduce -82.9% 1,858 $245K
SIH Partners, LLLP 0.01% New 1,856 $245K
Net Worth Advisory Group 0.05% New 1,843 $243K
Boothbay Fund Management, LLC 0.01% New 1,834 $242K
Clarius Group, LLC 0.01% No change 1,782 $235K
Omnia Family Wealth, LLC 0.07% No change 1,754 $232K
Fullerton Fund Management Co Ltd. 0.01% New 1,700 $225K
Compound Planning, Inc. 0.01% Reduce -9.0% 1,663 $219K
Sivia Capital Partners, LLC 0.04% Reduce -2.8% 1,660 $219K
Yousif Capital Management, LLC 0.00% Reduce -6.1% 1,776 $215K
Steward Partners Investment Advisory, LLC 0.00% Add +9.4% 1,618 $213K
Independent Wealth Network Inc. 0.06% New 1,597 $211K
Grunden Financial Advisory, Inc. 0.08% No change 1,582 $209K
Retirement Investment Advisors, Inc. 0.02% No change 1,573 $207K
Athena Wealth Management, LLC 0.20% — 1,537 $203K
PFG Investments, LLC 0.01% Reduce -24.0% 1,532 $202K
Calydon Capital 0.03% Reduce -28.6% 1,524 $201K
Versant Capital Management, Inc 0.02% Add +3.1% 1,490 $197K
Eurizon Capital SGR S.p.A. 0.00% — 1,481 $195K
Basecamp Wealth Advisors LLC 0.04% — 1,450 $191K
Optiver Holding B.V. 0.00% New 1,296 $171K
Laurus Global Equity Management Inc. 0.14% No change 1,265 $167K
CIBC Private Wealth Group LLC 0.00% Reduce -39.9% 1,208 $159K
E Fund Management (Hong Kong) Co., Ltd. 0.05% Add +288.9% 1,435 $156K
GAMMA Investing LLC 0.01% Add +66.9% 1,115 $147K
Physician Wealth Advisors, Inc. 0.02% No change 1,081 $143K
Cornerstone Planning Group LLC 0.02% Add +42.5% 1,188 $139K
EverSource Wealth Advisors, LLC 0.01% Reduce -13.7% 1,042 $137K
Addison Advisors LLC 0.03% Reduce -10.8% 1,031 $136K
Tobam 0.03% Reduce -6.7% 748 $135K
Advisors Asset Management, Inc. 0.00% Reduce -64.0% 1,020 $135K
Motco 0.01% No change 998 $132K
Manchester Capital Management LLC 0.02% Add +25.3% 921 $121K
Arax Advisory Partners 0.00% Reduce -19.6% 890 $118K
GHP Investment Advisors, Inc. 0.00% No change 868 $114K
State of Wyoming 0.01% Add +38.0% 836 $110K
Purpose Unlimited Inc. 0.01% — 830 $110K
Bayforest Capital Ltd 0.08% Add +29.6% 827 $109K
Hanson & Doremus Investment Management 0.01% No change 823 $109K
Huntington National Bank 0.00% No change 817 $108K
Smartleaf Asset Management LLC 0.00% Add +24.1% 762 $101K
Private Trust Co. NA 0.01% No change 744 $98K
Financial Network Wealth Advisors LLC 0.10% Add +38.0% 730 $96K
Hillsdale Investment Management Inc. 0.00% Reduce -95.9% 724 $96K
Allworth Financial LP 0.00% Add +72.8% 700 $92K
Colonial Trust Co / SC 0.01% Add +10.1% 686 $91K
Danske Bank A/S 0.00% Reduce -10.2% 685 $91K
Summit Securities Group LLC 0.02% Add +33800.0% 678 $89K
Hantz Financial Services, Inc. 0.00% Add +1011.7% 667 $88K
MAI Capital Management 0.00% Add +2311.5% 627 $83K
Brown Brothers Harriman & Co. 0.00% Add +20.7% 623 $82K
JNBA Financial Advisors 0.01% No change 602 $79K
Wellington-Altus USA Inc. 0.06% — 474 $76K
Private Wealth Asset Management, LLC 0.01% Reduce -0.9% 568 $75K
Crewe Advisors LLC 0.01% Reduce -17.1% 524 $69K
Cromwell Holdings LLC 0.04% No change 508 $67K
HM Payson & Co. 0.00% No change 480 $63K
J.Safra Asset Management Corp 0.00% New 422 $56K
Financial Perspectives, Inc 0.01% No change 400 $53K
Evelyn Partners Investment Management (Europe) Ltd 0.02% No change 393 $52K
Spire Wealth Management 0.00% Reduce -62.3% 387 $51K
Trust Co. of Toledo NA 0.01% No change 381 $50K
Fifth Third Bancorp 0.00% Add +17.9% 349 $46K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.5% 343 $45K
Montag A & Associates Inc. 0.00% New 325 $43K
Westside Investment Management, Inc. 0.01% No change 338 $43K
Timmons Wealth Management, LLC 0.04% — 321 $42K
CGC Financial Services, LLC 0.01% No change 315 $42K
Nisa Investment Advisors, LLC 0.00% Reduce -49.8% 306 $40K
Cullen/Frost Bankers, Inc. 0.00% Add +22.9% 306 $40K
Gold Investment Management Ltd. 0.01% Reduce -9.2% 305 $40K
Simplex Trading, LLC 0.00% New 295 $39K
SBI Securities Co., Ltd. 0.00% Reduce -1.0% 291 $38K
Blue Trust, Inc. 0.00% Reduce -21.1% 288 $38K
Pinnacle Wealth Planning Services, Inc. 0.00% New 249 $33K
Clean Yield Group 0.01% Reduce -6.9% 216 $28K
Brown Shipley& Co Ltd 0.01% No change 192 $25K
Trust Co. of Vermont 0.00% No change 184 $24K
Asset Dedication, LLC 0.00% No change 183 $24K
Curio Wealth, LLC 0.01% No change 163 $22K
Palladiem, LLC 0.02% — 155 $21K
Transamerica Financial Advisors, LLC 0.00% Add +5066.7% 155 $20K
Rothschild Investment LLC 0.00% Add +1.3% 152 $20K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 152 $20K
Quent Capital, LLC 0.00% No change 150 $20K
Measured Wealth Private Client Group, LLC 0.01% No change 146 $19K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 140 $19K
Group One Trading LLC 0.00% New 140 $18K
UMB Bank, n.a. 0.00% Reduce -73.0% 119 $16K
Catalyst Capital Advisors LLC 0.00% Reduce -49.3% 113 $15K
CoreCap Advisors, LLC 0.00% No change 108 $14K
Harbour Investments, Inc. 0.00% Add +28.9% 107 $14K
Boreal Capital Management LLC 0.01% No change 102 $13K
City Holding Co. 0.00% No change 90 $12K
Asset Management One Co., Ltd. 0.00% Add +3.5% 89 $12K
IFP Advisors, Inc 0.00% Reduce -9.5% 86 $11K
Zions Bancorporation, National Association 0.00% No change 84 $11K
Keating Financial Advisory Services, Inc. 0.00% — 79 $10K
Banque Cantonale Vaudoise 0.00% Reduce -26.4% 78 $10K
Capital Analysts, LLC 0.00% No change 77 $10K
Noble Wealth Management PBC 0.00% No change 65 $9K
Roxbury Financial LLC 0.01% Reduce -46.1% 62 $8K
Laurel Wealth Advisors LLC 0.00% New 62 $8K
Princeton Global Asset Management LLC 0.00% No change 60 $8K
Caitong International Asset Management Co., Ltd 0.00% Reduce -95.6% 56 $7K
Global Retirement Partners, LLC 0.00% Add +11.1% 50 $7K
Murphy & Mullick Capital Management Corp 0.00% No change 48 $6K
Atlantic Union Bankshares Corp 0.00% No change 48 $6K
Maseco LLP 0.00% New 46 $6K
TD Capital Management LLC 0.00% No change 45 $6K
Meramec Financial Planners, LLC 0.00% — 63 $6K
True Wealth Design, LLC 0.00% Add +41.4% 41 $5K
Creative Financial Designs Inc. 0.00% No change 40 $5K
IFC & Insurance Marketing, Inc. 0.01% — 37 $5K
CX Institutional 0.00% New 36 $5K
Garton & Associates Financial Advisors LLC 0.00% — 33 $4K
AdvisorNet Financial, Inc 0.00% Reduce -2.9% 33 $4K
Fortitude Family Office, LLC 0.00% Reduce -24.4% 31 $4K
Bell Investment Advisors, Inc 0.00% Reduce -9.1% 30 $4K
Ares Financial Consulting, LLC 0.00% — 26 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 24 $3K
Evelyn Partners Asset Management Ltd 0.00% No change 23 $3K
O'Domhnaill Enterprises, Inc. 0.00% — 23 $3K
Penserra Capital Management LLC 0.00% No change 27 $3K
Bangor Savings Bank 0.00% New 21 $3K
SageView Advisory Group, LLC 0.00% New 21 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -34.5% 19 $3K
Bogart Wealth, LLC 0.00% No change 19 $3K
Rossby Financial, LCC 0.00% Reduce -98.3% 18 $2K
Albion Financial Group 0.00% No change 17 $2K
Cornerstone Financial Management LLC 0.00% — 17 $2K
Godfrey Financial Associates, Inc. 0.00% — 16 $2K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 15 $2K
Parkside Financial Bank & Trust 0.00% No change 14 $2K
SHP Wealth Management 0.00% — 13 $2K
Ancora Advisors LLC 0.00% No change 13 $2K
Anchor Investment Management, LLC 0.00% No change 12 $2K
Hilton Head Capital Partners, LLC 0.00% — 10 $1K
WealthCollab, LLC 0.00% No change 10 $1K
Imprint Wealth LLC 0.00% Reduce -69.2% 8 $1K
Pacifica Partners Inc. 0.00% New 8 $1K
TD Private Client Wealth LLC 0.00% New 7 $925
Gen-Wealth Partners Inc 0.00% No change 7 $923
Strategic Wealth Partners, Ltd. 0.00% No change 7 $923
Bare Financial Services, Inc 0.00% Reduce -84.6% 6 $791
Armstrong Advisory Group, Inc. 0.00% No change 4 $528
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $396
Financial Consulate, Inc. 0.00% New 3 $396
Flagship Harbor Advisors, LLC 0.00% New 1 $133
Clearstead Advisors, LLC 0.00% New 1 $132
MV Capital Management, Inc. 0.00% New 1 $132

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