Guru Ownership Trend
Guru Analysis for TransUnion (TRU)
TransUnion (TRU), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $433.94 M.
Top institutional holders include Steven Cohen and John Armitage.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $243.98 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 810.1%. Conversely, Louis Moore Bacon reduced exposure by 65.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.22% | Add 810.1% | 1,562,114 | $130.87 M | Q3 2025 | |
| 1.29% | New Buy | 1,465,050 | $122.74 M | Q3 2025 | |
| 1.55% | Reduce -5.5% | 1,429,864 | $121.87 M | Q3 2025 | |
| 0.14% | Add 7.8% | 341,943 | $28.65 M | Q3 2025 | |
| 0.01% | Add 75.3% | 160,766 | $13.47 M | Q3 2025 | |
| 0.07% | 101,050 | $8.47 M | Q3 2025 | ||
| 0.02% | Add 0.2% | 56,995 | $4.78 M | Q3 2025 | |
| 0.01% | New Buy | 41,003 | $3.44 M | Q3 2025 | |
| 0.01% | New Buy | 22,500 | $1.89 M | Q3 2025 | |
| 0.01% | Reduce -65.8% | 8,135 | $681,550 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for TransUnion (TRU)
Top Guru holders include Steven Cohen ($130.87 M), John Armitage ($122.74 M), Manning & Napier Group ($121.87 M). Collectively, tracked Gurus hold 5.19 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $243.98 M, with 7 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of TRU completely. Total sell value was $8.44 M.
Yes, 3 Gurus opened new positions in TRU, and 4 added to their existing holdings. Total buy value was $252.42 M.