- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 20
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 15 listed it in both
- Shares listed
- 52,321,705
- combined, among listed positions
- Reported value
- $4.3bn
- combined, at the quarter end
Among the 95 comparable managers: 13 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing TRU in Q1 2025
20 of 20 holders
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 10,877,953 shares now+4,128,104
- MFS Investment Managementexisting position · 21,674,473 shares now+2,134,342
- Two Sigma Investments LPnew position · 239,382 shares now+239,382
- Woodline Partners LPnew position · 195,413 shares now+195,413
- Hudson Bay Capital Management LPexisting position · 221,679 shares now+104,829
Reductions
- Viking Global Investors LPexisting position · 1,336,984 shares now-2,763,249
- Marshall Wace LLPexisting position · 1,343,236 shares now-309,566
- Neuberger Berman Group LLCexisting position · 1,592,417 shares now-7,486
- Steadfast Capital Management LPexisting position · 903,800 shares now-6,900
- Freestone Grove Partners LPexisting position · 3,807 shares now-6,156
New positions and exits
New (2)
Exited (1)
- Artisan Partners LPwas $5.0m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2015 | 9 | $46m | n.a. | n.a. |
| Q3 2015 | 4 | $142m | n.a. | n.a. |
| Q4 2015 | 3 | $205m | n.a. | n.a. |
| Q1 2016 | 5 | $406m | n.a. | n.a. |
| Q2 2016 | 7 | $973m | n.a. | n.a. |
| Q3 2016 | 12 | $1.2bn | n.a. | n.a. |
| Q4 2016 | 8 | $1.0bn | n.a. | n.a. |
| Q1 2017 | 14 | $1.8bn | n.a. | n.a. |
| Q2 2017 | 12 | $2.5bn | n.a. | n.a. |
| Q3 2017 | 9 | $3.7bn | n.a. | n.a. |
| Q4 2017 | 15 | $4.4bn | n.a. | n.a. |
| Q1 2018 | 23 | $4.8bn | n.a. | n.a. |
| Q2 2018 | 24 | $6.0bn | n.a. | n.a. |
| Q3 2018 | 18 | $5.9bn | n.a. | n.a. |
| Q4 2018 | 17 | $4.7bn | n.a. | n.a. |
| Q1 2019 | 17 | $5.0bn | n.a. | n.a. |
| Q2 2019 | 18 | $5.2bn | n.a. | n.a. |
| Q3 2019 | 21 | $5.4bn | n.a. | n.a. |
| Q4 2019 | 22 | $5.4bn | n.a. | n.a. |
| Q1 2020 | 26 | $4.3bn | n.a. | n.a. |
| Q2 2020 | 24 | $5.4bn | n.a. | n.a. |
| Q3 2020 | 21 | $5.0bn | n.a. | n.a. |
| Q4 2020 | 18 | $5.1bn | n.a. | n.a. |
| Q1 2021 | 17 | $4.9bn | n.a. | n.a. |
| Q2 2021 | 18 | $5.9bn | n.a. | n.a. |
| Q3 2021 | 21 | $6.1bn | n.a. | n.a. |
| Q4 2021 | 18 | $6.8bn | n.a. | n.a. |
| Q1 2022 | 17 | $6.0bn | n.a. | n.a. |
| Q2 2022 | 13 | $4.9bn | n.a. | n.a. |
| Q3 2022 | 16 | $2.3bn | n.a. | n.a. |
| Q4 2022 | 16 | $2.6bn | n.a. | n.a. |
| Q1 2023 | 14 | $2.3bn | n.a. | n.a. |
| Q2 2023 | 15 | $3.5bn | n.a. | n.a. |
| Q3 2023 | 14 | $3.1bn | n.a. | n.a. |
| Q4 2023 | 13 | $2.4bn | 6 | 7 |
| Q1 2024 | 15 | $3.5bn | 11 | 3 |
| Q2 2024 | 17 | $3.3bn | 14 | 2 |
| Q3 2024 | 21 | $5.5bn | 11 | 9 |
| Q4 2024 | 24 | $4.8bn | 11 | 11 |
| Q1 2025 | 20 | $4.3bn | 13 | 6 |
| Q2 2025 | 17 | $4.5bn | 9 | 9 |
| Q3 2025 | 13 | $3.7bn | 6 | 7 |
| Q4 2025 | 13 | $3.8bn | 18 | 19 |
| Q1 2026 | 13 | $4.9bn | 13 | 14 |
| Q2 2026 | 13 | $5.4bn | 17 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TRU and V →TRU and MA →TRU and MCO →Choose a stock to compare with TRU →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TRU, latest filings →Back to the 13F Explorer →