TransUnion (NYSE: TRU) is one of the three major U.S. credit bureaus, providing consumer credit data, analytics, and decisioning tools to lenders, insurers, and businesses globally. Shares recently traded around $86 per share, giving the company a market value of roughly $16.9 billion.
Looking at who owns TransUnion and how insiders have been trading helps show how large institutions and company leadership may be positioning around the stock today.
Who Are TransUnion’s Top Shareholders?
TransUnion’s shareholder base is led by major institutional investors. These firms often hold through market cycles, which can help support long-term ownership stability. At the same time, recent filings show active managers adjusting exposure in both directions.
- The Vanguard Group: 18,968,452 shares (9.77%), ~$1.65B value. Added 517,098 shares (+2.80%).
- MFS Investment Management: 16,785,944 shares (8.64%), ~$1.46B value. Cut 4,313,449 shares (20.44%).
- BlackRock Institutional Trust Company: 15,333,135 shares (7.90%), ~$1.33B value. Added 8,259,913 shares (+116.78%).
- Wellington Management: 11,956,874 shares (6.16%), ~$1.04B value. Added 11,114 shares (+0.09%).
- T. Rowe Price Investment Management: 7,055,464 shares (3.63%), ~$614M value. Added 1,803,849 shares (+34.35%).
- State Street Investment Management: 6,781,771 shares (3.49%), ~$590M value. Added 2,600,425 shares (+62.19%).
- Meritage Group LP: 5,468,063 shares (2.82%), ~$476M value. Cut 450,259 shares (7.61%).
- Farallon Capital Management: 4,732,075 shares (2.44%), ~$412M value. Cut 672,500 shares (12.44%).
For investors, the takeaway is that TransUnion remains anchored by large passive holders like Vanguard, BlackRock, and State Street, while active managers appear split, reflecting differing views on valuation and near-term earnings visibility.
Hedge Fund Highlights
Point72 Asset Management, founded by Steven Cohen, sharply increased its TransUnion position last quarter, boosting its stake by over 800% to roughly $131M value, which appears to reflect renewed exposure following earlier share price weakness.
Hudson Bay Capital Management, led by Sander Gerber, lifted its holdings by more than 1,400% to about $5M value. While still small in absolute terms, the increase stands out relative to prior positioning.
AQR Capital Management, founded by Cliff Asness, raised its stake by roughly 75% to approximately $13M value, a move that may be driven by valuation or factor-based signals given the firm’s systematic approach.
State Street Corporation increased its exposure by over 60%, now holding around $568M value, reinforcing long-term institutional allocation support.
For investors, hedge fund activity points to selective conviction rather than a unified stance, with notable increases occurring alongside meaningful trims elsewhere.
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TransUnion’s Recent Insider Trades
Insider filings over recent months show mostly modest selling activity, with no large concentration of insider buying.
- Tiffani Chambers (Officer): Sold ~$371K value (4,318 shares at ~$86).
- Todd Skinner (Officer): Sold ~$41K value (500 shares at ~$81).
- Steven M. Chaouki (Officer): Sold ~$320K+ value across multiple trades (1,000-share blocks between ~$80 and ~$86).
- Mohamed Abdelsadek (Officer): Sold ~$895K value (10,918 shares at ~$82).
- Heather J. Russell (Officer): Sold ~$480K value (5,337 shares at ~$90).
Several zero-share filings also appear, which look like administrative or reporting updates rather than market transactions.
For investors, insider activity appears cautious, with selling that looks measured in size and scope, suggesting personal portfolio management rather than a strong directional signal.
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What the Ownership & Insider Trade Data Tell Us
TransUnion’s ownership profile remains firmly institutional, supported by large passive investors that can help stabilize the shareholder base. Active managers and hedge funds show mixed positioning, pointing to varied views on valuation and future earnings momentum.
Insider activity appears restrained, with modest selling and limited buying. Overall, the data paints a balanced picture rather than signaling a sharp shift in confidence.
For investors, the takeaway is clear. TransUnion continues to attract long-term institutional capital, but positioning across funds and insiders suggests a measured, wait-and-see approach as the company works through growth execution and earnings consistency.
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