Who owns TRI
Which tracked institutional funds hold TRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TRI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
TRI’s largest tracked holder by dollar value, Woodbridge Co Ltd, sizes it at 95.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 95.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TRI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their TRI positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Woodbridge Co Ltd new | 296,247,085 | $24.2B | 74.0% | 2026-Q2 |
| Invesco Ltd. new | 10,389,479 | $849M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 8,003,836 | $654M | 2.0% | 2026-Q2 |
| 1832 Asset Management L.P. new | 7,671,208 | $627M | 1.9% | 2026-Q2 |
| MORGAN STANLEY new | 4,435,768 | $362M | 1.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 4,238,221 | $346M | 1.1% | 2026-Q2 |
| TLT Family Holdco ULC new | 4,236,459 | $346M | 1.1% | 2026-Q2 |
| TD Asset Management Inc new | 4,190,918 | $342M | 1.0% | 2026-Q2 |
| FMR LLC new | 4,093,736 | $334M | 1.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,703,882 | $303M | 0.9% | 2026-Q2 |
| LCC Family Corp. new | 3,008,406 | $246M | 0.8% | 2026-Q2 |
| FIL Ltd new | 2,956,423 | $241M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 2,511,682 | $205M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP new | 2,449,769 | $200M | 0.6% | 2026-Q2 |
| SEG Family Corp. new | 2,440,238 | $199M | 0.6% | 2026-Q2 |
| Fiera Capital Corp new | 2,185,507 | $178M | 0.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 2,090,508 | $173M | 0.5% | 2026-Q2 |
| AGF MANAGEMENT LTD new | 1,500,920 | $123M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 1,314,063 | $107M | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 1,297,109 | $110M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 1,274,694 | $104M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 1,253,916 | $102M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 1,234,115 | $101M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 1,176,971 | $96M | 0.3% | 2026-Q2 |
| BlackRock, Inc. new | 1,120,950 | $92M | 0.3% | 2026-Q2 |
| NORGES BANK new | 1,100,566 | $90M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 1,087,904 | $126M | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 1,084,305 | $87M | 0.3% | 2026-Q2 |
| DKRT Investments Corp. new | 988,349 | $81M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 975,009 | $81M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS new | 942,719 | $77M | 0.2% | 2026-Q2 |
| Legal & General Group Plc new | 910,109 | $74M | 0.2% | 2026-Q2 |
| Clearbridge Investments, LLC new | 777,571 | $64M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 712,176 | $58M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK new | 663,803 | $54M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA new | 626,816 | $51M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 619,352 | $51M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 565,083 | $46M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 547,202 | $45M | 0.1% | 2026-Q2 |
| CITIGROUP INC new | 528,583 | $43M | 0.1% | 2026-Q2 |
| PJT Investments Corp. new | 522,108 | $43M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 490,464 | $40M | 0.1% | 2026-Q2 |
| Alberta Investment Management Corp new | 474,751 | $39M | 0.1% | 2026-Q2 |
| CIBC Asset Management Inc new | 463,662 | $38M | 0.1% | 2026-Q2 |
| UBS Group AG new | 457,156 | $37M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 446,107 | $36M | 0.1% | 2026-Q2 |
| Swiss National Bank new | 422,855 | $34M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 416,870 | $34M | 0.1% | 2026-Q2 |
| ProShare Advisors LLC new | 354,201 | $29M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 351,535 | $29M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 345,679 | $28M | 0.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 341,913 | $39M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 332,339 | $27M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 331,421 | $27M | 0.1% | 2026-Q2 |
| Dixon Mitchell Investment Counsel Inc. new | 320,163 | $26M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA new | 311,005 | $25M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 297,518 | $24M | 0.1% | 2026-Q2 |
| NEOS Investment Management LLC new | 263,473 | $22M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 253,513 | $21M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 237,956 | $19M | 0.1% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp new | 236,355 | $19M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 220,772 | $18M | 0.1% | 2026-Q2 |
| BARCLAYS PLC new | 206,489 | $17M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec new | 204,816 | $17M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) new | 200,489 | $16M | 0.1% | 2026-Q2 |
| Heathbridge Capital Management Ltd. new | 190,743 | $16M | 0.0% | 2026-Q2 |
| MUFG SECURITIES (CANADA), LTD. new | 185,253 | $15M | 0.0% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. new | 164,407 | $13M | 0.0% | 2026-Q2 |
| Rafferty Asset Management, LLC new | 160,063 | $13M | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 159,272 | $13M | 0.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. new | 154,536 | $13M | 0.0% | 2026-Q2 |
| STATE STREET CORP new | 154,441 | $13M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 153,722 | $13M | 0.0% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 149,113 | $12M | 0.0% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. new | 145,827 | $12M | 0.0% | 2026-Q2 |
| Public Sector Pension Investment Board new | 145,321 | $12M | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP new | 141,986 | $12M | 0.0% | 2026-Q2 |
| APG Asset Management N.V. new | 138,113 | $10M | 0.0% | 2026-Q2 |
| M&G PLC new | 133,993 | $11M | 0.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 131,356 | $11M | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 126,556 | $10M | 0.0% | 2026-Q2 |
| DAVIS-REA LTD. new | 124,012 | $10M | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC new | 120,171 | $10M | 0.0% | 2026-Q2 |
| AVIVA PLC new | 115,524 | $9M | 0.0% | 2026-Q2 |
| Scheer, Rowlett & Associates Investment Management Ltd. new | 112,198 | $9M | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 102,084 | $8M | 0.0% | 2026-Q2 |
| Vest Financial, LLC new | 93,557 | $8M | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 92,820 | $8M | 0.0% | 2026-Q2 |
| LOUISBOURG INVESTMENTS INC. new | 89,435 | $7M | 0.0% | 2026-Q2 |
| Waratah Capital Advisors Ltd. new | 85,099 | $7M | 0.0% | 2026-Q2 |
| Gotham Asset Management, LLC new | 82,118 | $7M | 0.0% | 2026-Q2 |
| GF FUND MANAGEMENT CO. LTD. new | 76,956 | $6M | 0.0% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC new | 76,402 | $6M | 0.0% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 73,694 | $6M | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 73,553 | $6M | 0.0% | 2026-Q2 |
| Rathbones Group PLC new | 69,862 | $6M | 0.0% | 2026-Q2 |
| State of Tennessee, Department of Treasury new | 68,893 | $6M | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. new | 67,515 | $6M | 0.0% | 2026-Q2 |
| BANK OF NOVA SCOTIA TRUST CO new | 67,252 | $5M | 0.0% | 2026-Q2 |
| Addenda Capital Inc. new | 47,751 | $6M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.