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TFII — TFI INTERNATIONAL INC

Reported value held$4.82B
Funds holding (latest)49
SectorIndustrials
Funds holding (Q2 2026)39
Institutional value$3.58B · 24.88M sh
New / Add / Cut / Exit4 / 20 / 15 / 2
Top-5 / Top-10 concentration68.6% / 83.7%
Institutional holdings change Reducing -10.1% (-2.80M sh)
Institutional value change Up +18.9%

As of Q2 2026, 39 SEC-registered investment managers reported holding TFII (TFI INTERNATIONAL INC) in their latest 13F filings, with a combined reported value of $3.58B across 24.88M shares. That is -10.1% by share count (-2.80M shares) versus the previous quarter, while reported value moved +18.9%. Ownership is concentrated: the five largest holders account for 68.6% of reported value and the top ten for 83.7%.

Compared with the prior quarter, 4 opened new positions, 20 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

TFII is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 39 funds

FundSharesValuePortfolio WeightChange
CDPQ (Caisse de Depot) history 6.33M $910.99M 1.30% Reduce
Fidelity International (FIL) history 4.58M $659.23M 0.47% Reduce
Fidelity Management & Research (FMR) history 3.54M $509.34M 0.02% Reduce
Manulife Financial history 1.32M $189.26M 0.15% Reduce
Arrowstreet Capital history 1.31M $188.87M 0.08% Add
Norges Bank Investment Management history 1.04M $149.87M 0.01% Add
Geode Capital Management history 814.76K $116.80M 0.01% Add
Morgan Stanley history 704.92K $101.21M 0.01% Add
Goldman Sachs Group history 610.47K $87.65M 0.03% Add
Baillie Gifford & Co history 572.28K $82.35M 0.07% Reduce
AQR Capital Management history 570.54K $81.68M 0.03% Add
CPP Investments history 426.49K $61.33M 0.03% Reduce
Legal & General Investment Management America history 419.87K $60.42M 0.01% Reduce
JPMorgan Chase & Co history 350.44K $50.58M 0.01% New
Bank of America Corp history 302.12K $43.38M 0.00% Add
Charles Schwab Investment Management history 288.50K $41.51M 0.01% Add
D. E. Shaw & Co history 238.72K $34.30M 0.02% Add
Two Sigma Investments history 224.99K $32.30M 0.03% Reduce
MFS Investment Management history 129.28K $26.39M 0.01% Reduce
Millennium Management history 167.58K $24.07M 0.01% Add
Deutsche Bank AG history 149.74K $21.50M 0.01% Add
BNY Mellon history 123.85K $17.78M 0.00% Add
BlackRock Inc history 99.89K $14.34M 0.00% Add
Renaissance Technologies history 97.20K $13.96M 0.02% Add
Invesco Ltd history 94.79K $13.61M 0.00% Reduce
Amundi US history 70.05K $10.06M 0.00% Add
Point72 Asset Management history 61.43K $8.82M 0.03% New
Lazard Asset Management history 49.88K $7.17M 0.01% New
UBS Group AG history 40.31K $5.79M 0.00% Reduce
Citigroup Inc history 39.41K $5.67M 0.00% Add
Franklin Resources history 23.98K $3.45M 0.00% Add
Maverick Capital history 13.11K $1.88M 0.02% Reduce
Citadel Advisors history 12.90K $1.85M 0.00% Reduce
Capital World Investors history 8.71K $1.25M 0.00% Reduce
Marshall Wace history 7.04K $1.01M 0.00% New
PSP Investments history 4.75K $683.34K 0.00% Reduce
PNC Financial Services history 779 $111.87K 0.00% Add
Wells Fargo & Co history 365 $52.43K 0.00% Add
T. Rowe Price Associates history 33.17K $4.76K 0.00% Add

Q1 2026 — 36 funds

FundSharesValuePortfolio WeightChange
CDPQ (Caisse de Depot) history 7.16M $776.50M 1.24% Add
Fidelity International (FIL) history 4.78M $520.58M 0.41% Reduce
Janus Henderson Group history 3.70M $402.20M 0.20% Reduce
Fidelity Management & Research (FMR) history 3.65M $397.54M 0.02% Reduce
Manulife Financial history 2.04M $221.89M 0.19% Add
Baillie Gifford & Co history 896.31K $97.25M 0.10% Reduce
Geode Capital Management history 730.52K $79.14M 0.01% Hold
AQR Capital Management history 565.65K $60.69M 0.03% Reduce
Morgan Stanley history 520.63K $56.56M 0.00% Add
CPP Investments history 457.75K $49.84M 0.03% Add
Legal & General Investment Management America history 453.37K $49.19M 0.01% Add
Arrowstreet Capital history 449.13K $48.86M 0.03% Add
Goldman Sachs Group history 390.79K $42.45M 0.01% Add
Charles Schwab Investment Management history 280.16K $30.40M 0.01% Add
Two Sigma Investments history 231.78K $25.18M 0.02% Reduce
MFS Investment Management history 155.32K $23.52M 0.01% Reduce
Bank of America Corp history 188.26K $20.45M 0.00% Add
Deutsche Bank AG history 134.52K $14.61M 0.01% Add
Invesco Ltd history 131.38K $14.27M 0.00% Reduce
BNY Mellon history 115.06K $12.50M 0.00% Add
PSP Investments history 99.85K $10.87M 0.03% Reduce
BlackRock Inc history 98.64K $10.72M 0.00% Add
Renaissance Technologies history 76.50K $8.31M 0.01% New
Amundi US history 68.25K $7.41M 0.00% Add
Citadel Advisors history 56.01K $6.08M 0.00% Reduce
UBS Group AG history 40.84K $4.44M 0.00% Reduce
Balyasny Asset Management history 39.86K $4.33M 0.01% New
Millennium Management history 36.71K $3.99M 0.00% Add
Citigroup Inc history 25.38K $2.75M 0.00% Reduce
Franklin Resources history 22.86K $2.49M 0.00% Add
Capital World Investors history 22.07K $2.40M 0.00% Hold
Maverick Capital history 13.57K $1.48M 0.02% New
D. E. Shaw & Co history 12.60K $1.37M 0.00% Reduce
Wells Fargo & Co history 273 $29.65K 0.00% Reduce
PNC Financial Services history 41 $4.47K 0.00% Hold
T. Rowe Price Associates history 25.81K $2.80K 0.00% Add

Q4 2025 — 37 funds

FundSharesValuePortfolio WeightChange
CDPQ (Caisse de Depot) history 7.09M $733.35M 1.25% Add
Fidelity International (FIL) history 6.04M $624.22M 0.47% Hold
Fidelity Management & Research (FMR) history 3.96M $408.84M 0.02% Add
Janus Henderson Group history 3.78M $390.72M 0.17% Hold
Vanguard Group history 3.42M $353.93M 0.01% Add
Manulife Financial history 1.53M $158.90M 0.13% Add
UBS Group AG history 1.26M $130.40M 0.02% Add
Baillie Gifford & Co history 1.03M $106.59M 0.09% Add
Norges Bank Investment Management history 1.03M $106.13M 0.01% Add
Geode Capital Management history 733.51K $76.29M 0.01% Add
AQR Capital Management history 678.89K $70.17M 0.04% New
Legal & General Investment Management America history 440.54K $45.59M 0.01% Add
CPP Investments history 418.85K $43.29M 0.03% Add
Two Sigma Investments history 408.38K $42.21M 0.06% Reduce
Goldman Sachs Group history 353.22K $36.51M 0.01% Reduce
JPMorgan Chase & Co history 335.27K $34.65M 0.01% Reduce
Arrowstreet Capital history 323.71K $33.46M 0.02% Reduce
Morgan Stanley history 303.80K $31.40M 0.00% Reduce
Charles Schwab Investment Management history 252.27K $26.11M 0.00% Add
MFS Investment Management history 192.68K $19.91M 0.01% Reduce
Invesco Ltd history 189.84K $19.62M 0.00% Add
Citadel Advisors history 187.01K $19.33M 0.00% Reduce
Bank of America Corp history 158.18K $16.35M 0.00% Reduce
Deutsche Bank AG history 126.15K $13.04M 0.00% Add
PSP Investments history 119.60K $12.36M 0.04% Add
BlackRock Inc history 95.18K $9.84M 0.00% Reduce
BNY Mellon history 65.65K $6.78M 0.00% Reduce
Amundi US history 63.36K $6.55M 0.00% Reduce
D. E. Shaw & Co history 44.10K $4.56M 0.00% Reduce
Citigroup Inc history 33.73K $3.49M 0.00% Reduce
Capital World Investors history 22.09K $2.28M 0.00% Add
Franklin Resources history 20.61K $2.13M 0.00% Add
Bridgewater Associates history 4.76K $492.55K 0.00% Reduce
Millennium Management history 2.91K $300.93K 0.00% Reduce
Wells Fargo & Co history 297 $30.70K 0.00% Reduce
PNC Financial Services history 41 $4.25K 0.00% Reduce
T. Rowe Price Associates history 22.98K $2.38K 0.00% Reduce

Q3 2025 — 38 funds

FundSharesValuePortfolio WeightChange
Fidelity International (FIL) history 6.05M $532.09M 0.42% Add
CDPQ (Caisse de Depot) history 5.68M $500.29M 0.90% Add
Janus Henderson Group history 3.77M $332.11M 0.15% Add
Vanguard Group history 3.37M $296.90M 0.00% Add
Fidelity Management & Research (FMR) history 2.46M $216.26M 0.01% Add
Goldman Sachs Group history 1.03M $90.56M 0.01% Add
Baillie Gifford & Co history 1.02M $89.71M 0.07% Reduce
Citadel Advisors history 724.93K $63.84M 0.01% Reduce
Geode Capital Management history 695.31K $61.41M 0.00% Add
Morgan Stanley history 569.92K $50.19M 0.00% Reduce
Two Sigma Investments history 522.50K $46.01M 0.07% Add
Manulife Financial history 463.08K $40.76M 0.03% Add
Legal & General Investment Management America history 410.08K $36.10M 0.01% Add
CPP Investments history 409.86K $36.06M 0.03% Add
Arrowstreet Capital history 362.31K $31.89M 0.02% Reduce
JPMorgan Chase & Co history 342.89K $30.19M 0.00% Reduce
Bank of America Corp history 320.91K $28.26M 0.00% Reduce
Charles Schwab Investment Management history 234.20K $20.62M 0.00% Add
MFS Investment Management history 194.63K $17.14M 0.01% Reduce
Balyasny Asset Management history 179.09K $15.77M 0.02% Reduce
Invesco Ltd history 158.16K $13.93M 0.00% Add
Deutsche Bank AG history 114.92K $10.12M 0.00% Add
BlackRock Inc history 99.41K $8.75M 0.00% Add
Amundi US history 82.27K $7.66M 0.00% Add
BNY Mellon history 70.50K $6.21M 0.00% Reduce
D. E. Shaw & Co history 68.67K $6.04M 0.00% Reduce
Citigroup Inc history 35.70K $3.14M 0.00% Add
UBS Group AG history 34.42K $3.03M 0.00% Add
Renaissance Technologies history 27.80K $2.45M 0.00% Reduce
PSP Investments history 23.60K $2.08M 0.01% New
Franklin Resources history 19.61K $1.73M 0.00% Reduce
Capital World Investors history 18.09K $1.59M 0.00% Add
Millennium Management history 15.61K $1.37M 0.00% Reduce
Bridgewater Associates history 7.50K $660.55K 0.00% New
Point72 Asset Management history 5.70K $502.00K 0.00% Reduce
Wells Fargo & Co history 331 $29.21K 0.00% Reduce
PNC Financial Services history 110 $9.69K 0.00% Reduce
T. Rowe Price Associates history 31.95K $2.81K 0.00% Add

Q2 2025 — 53 funds

FundSharesValuePortfolio WeightChange
Fidelity International (FIL) history 5.61M $503.68M 0.43% Reduce
Fidelity International (FIL) history 5.61M $503.68M 0.43% Reduce
CDPQ (Caisse de Depot) history 4.06M $363.67M 0.78% Add
Janus Henderson Group history 3.57M $320.26M 0.16% Hold
Vanguard Group history 3.31M $297.31M 0.01% Add
Fidelity Management & Research (FMR) history 1.94M $174.18M 0.01% Reduce
Fidelity Management & Research (FMR) history 1.94M $174.18M 0.01% Reduce
Morgan Stanley history 1.29M $115.74M 0.01% Add
Morgan Stanley history 1.29M $115.74M 0.01% Add
Citadel Advisors history 1.16M $104.18M 0.02% Add
Citadel Advisors history 1.16M $104.18M 0.02% Add
Bank of America Corp history 1.12M $100.03M 0.01% Add
Baillie Gifford & Co history 1.05M $94.16M 0.07% Reduce
Baillie Gifford & Co history 1.05M $94.16M 0.07% Reduce
Norges Bank Investment Management history 986.39K $88.60M 0.01% Reduce
Norges Bank Investment Management history 986.39K $88.60M 0.01% Reduce
Goldman Sachs Group history 866.25K $77.68M 0.01% Add
Goldman Sachs Group history 866.25K $77.68M 0.01% Add
Arrowstreet Capital history 717.91K $64.43M 0.05% Add
Geode Capital Management history 632.43K $57.21M 0.00% Add
Two Sigma Investments history 466.22K $41.81M 0.08% Add
Two Sigma Investments history 466.22K $41.81M 0.08% Add
JPMorgan Chase & Co history 402.56K $36.10M 0.01% Hold
JPMorgan Chase & Co history 402.56K $36.10M 0.01% Hold
CPP Investments history 373.46K $33.55M 0.03% Add
CPP Investments history 373.46K $33.55M 0.03% Add
Manulife Financial history 347.84K $31.07M 0.03% Reduce
Legal & General Investment Management America history 302.53K $27.10M 0.01% Add
Balyasny Asset Management history 300.14K $26.91M 0.04% Add
Millennium Management history 248.28K $22.27M 0.01% Add
MFS Investment Management history 220.28K $19.75M 0.01% Add
Charles Schwab Investment Management history 205.46K $18.41M 0.00% Add
Invesco Ltd history 156.39K $14.02M 0.00% Add
D. E. Shaw & Co history 142.77K $12.83M 0.01% Add
Deutsche Bank AG history 113.74K $10.20M 0.00% Add
Deutsche Bank AG history 113.74K $10.20M 0.00% Add
BlackRock Inc history 90.89K $8.15M 0.00% Add
BlackRock Inc history 90.89K $8.15M 0.00% Add
Amundi US history 78.43K $7.38M 0.00% Add
BNY Mellon history 78.73K $7.06M 0.00% Add
Point72 Asset Management history 73.14K $6.56M 0.01% Add
Point72 Asset Management history 73.14K $6.56M 0.01% Add
Wells Fargo & Co history 58.78K $5.27M 0.00% Reduce
Ontario Teachers Pension Plan history 55.88K $5.02M 0.10% Add
Renaissance Technologies history 54.40K $4.88M 0.01% Reduce
Renaissance Technologies history 54.40K $4.88M 0.01% Reduce
Franklin Resources history 24.80K $2.23M 0.00% Add
UBS Group AG history 23.60K $2.12M 0.00% Add
Citigroup Inc history 22.55K $2.02M 0.00% Add
Capital World Investors history 12.17K $1.09M 0.00% Reduce
Marshall Wace history 3.27K $293.58K 0.00% New
PNC Financial Services history 216 $19.37K 0.00% Reduce
T. Rowe Price Associates history 29.17K $2.62K 0.00% Add

Q1 2025 — 53 funds

FundSharesValuePortfolio WeightChange
Fidelity International (FIL) history 6.47M $500.58M 0.48% Add
Fidelity International (FIL) history 6.47M $500.58M 0.48% Add
CDPQ (Caisse de Depot) history 3.85M $298.08M 0.63% Add
Janus Henderson Group history 3.56M $274.35M 0.15% Add
Vanguard Group history 3.25M $251.77M 0.01% Add
Fidelity Management & Research (FMR) history 2.60M $201.44M 0.01% Reduce
Fidelity Management & Research (FMR) history 2.60M $201.44M 0.01% Reduce
Capital Research Global Investors history 2.15M $166.85M 0.04% Reduce
Baillie Gifford & Co history 1.07M $82.58M 0.07% Reduce
Baillie Gifford & Co history 1.07M $82.58M 0.07% Reduce
Manulife Financial history 1.01M $78.51M 0.08% Reduce
Bank of America Corp history 955.13K $73.98M 0.01% Add
Morgan Stanley history 679.64K $52.64M 0.00% Add
Morgan Stanley history 679.64K $52.64M 0.00% Add
Arrowstreet Capital history 586.27K $45.40M 0.04% Reduce
Geode Capital Management history 531.21K $41.73M 0.00% Add
JPMorgan Chase & Co history 403.11K $31.22M 0.01% Add
JPMorgan Chase & Co history 403.11K $31.22M 0.01% Add
Goldman Sachs Group history 379.29K $29.38M 0.01% Add
Goldman Sachs Group history 379.29K $29.38M 0.01% Add
CPP Investments history 367.46K $28.46M 0.03% Add
CPP Investments history 367.46K $28.46M 0.03% Add
Legal & General Investment Management America history 285.11K $22.07M 0.01% Add
Balyasny Asset Management history 237.08K $18.36M 0.03% New
Millennium Management history 211.18K $16.36M 0.01% Add
Capital World Investors history 206.11K $15.96M 0.00% Reduce
Moore Capital Management history 199.31K $15.44M 0.33% New
Charles Schwab Investment Management history 191.77K $14.85M 0.00% Reduce
Citadel Advisors history 157.34K $12.19M 0.00% Add
Citadel Advisors history 157.34K $12.19M 0.00% Add
MFS Investment Management history 156.53K $12.12M 0.00% Reduce
Invesco Ltd history 139.90K $10.84M 0.00% Add
Deutsche Bank AG history 91.89K $7.12M 0.00% Add
Deutsche Bank AG history 91.89K $7.12M 0.00% Add
Renaissance Technologies history 84.70K $6.56M 0.01% Add
Renaissance Technologies history 84.70K $6.56M 0.01% Add
D. E. Shaw & Co history 78.50K $6.08M 0.01% Add
BNY Mellon history 77.37K $5.99M 0.00% Reduce
Wells Fargo & Co history 72.30K $5.61M 0.00% Hold
Two Sigma Investments history 68.76K $5.33M 0.01% Reduce
Two Sigma Investments history 68.76K $5.33M 0.01% Reduce
Amundi US history 69.69K $5.29M 0.00% Reduce
BlackRock Inc history 45.13K $3.50M 0.00% Add
BlackRock Inc history 45.13K $3.50M 0.00% Add
Citigroup Inc history 21.58K $1.67M 0.00% Reduce
Ontario Teachers Pension Plan history 21.15K $1.64M 0.03% Add
UBS Group AG history 20.34K $1.58M 0.00% Reduce
Franklin Resources history 8.14K $630.43K 0.00% Reduce
Northern Trust Corp history 5.35K $414.28K 0.00% New
Point72 Asset Management history 3.29K $254.99K 0.00% Reduce
Point72 Asset Management history 3.29K $254.99K 0.00% Reduce
PNC Financial Services history 500 $38.73K 0.00% Add
T. Rowe Price Associates history 28.74K $2.23K 0.00% Reduce

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
CDPQ (Caisse de Depot) 6.33M 7.16M 7.09M 5.68M 4.06M 3.85M 3.46M 3.38M 2.63M 2.06M 1.99M 1.33M — — — — — — — —
Fidelity International (FIL) 4.58M 4.78M 6.04M 6.05M 5.61M 6.47M 5.81M 4.08M 2.98M 3.09M 3.80M 3.02M 849.96K 648.20K 115.06K 732.94K 420.09K 263.09K 1.15M 3.53M
Fidelity Management & Research (FMR) 3.54M 3.65M 3.96M 2.46M 1.94M 2.60M 3.13M 3.30M 3.67M 3.64M 3.73M 3.66M 3.59M 3.36M 3.53M 3.27M 3.28M 4.27M 4.82M 5.03M
Manulife Financial 1.32M 2.04M 1.53M 463.08K 347.84K 1.01M 1.67M 1.66M 1.55M 1.77M 1.02M 649.89K 1.48M 1.41M 1.22M 1.25M 938.50K 1.51M 2.04M 1.89M
Arrowstreet Capital 1.31M 449.13K 323.71K 362.31K 717.91K 586.27K 621.61K 819.03K 579.19K 490.26K 427.14K 430.73K 334.35K 116.84K 24.85K — — — 3.34K 98.20K
Norges Bank Investment Management 1.04M — 1.03M — 986.39K — 1.15M — 1.24M — 1.36M — — — 923.91K — — — — —
Geode Capital Management 814.76K 730.52K 733.51K 695.31K 632.43K 531.21K 469.26K 356.81K 334.24K 326.66K 304.80K 280.89K 277.98K 253.11K 247.18K 255.49K 233.94K 227.88K 220.24K 35.81K
Morgan Stanley 704.92K 520.63K 303.80K 569.92K 1.29M 679.64K 197.73K 299.86K 305.84K 235.28K 471.47K 732.05K 529.01K 344.58K 333.67K 215.83K 235.30K 339.79K 331.56K 1.47M
Goldman Sachs Group 610.47K 390.79K 353.22K 1.03M 866.25K 379.29K 152.36K 123.47K 405.99K 258.00K 359.51K 492.94K 240.39K 190.62K 50.02K 77.87K 353.84K 173.03K 82.36K 327.00K
Baillie Gifford & Co 572.28K 896.31K 1.03M 1.02M 1.05M 1.07M 1.10M — — — — — — — — — — — — —
AQR Capital Management 570.54K 565.65K 678.89K — — — — — — — — — — — — — — — — —
CPP Investments 426.49K 457.75K 418.85K 409.86K 373.46K 367.46K 217.85K 233.85K 233.85K 252.85K 218.53K 206.63K 191.54K 194.44K 176.80K 176.80K 100.90K 101.30K 79.00K —
Legal & General Investment Management America 419.87K 453.37K 440.54K 410.08K 302.53K 285.11K 281.39K 419.72K 411.70K 441.60K 446.81K 316.28K 318.39K 331.09K 334.30K 370.27K 379.18K 349.28K 265.55K 148.32K
JPMorgan Chase & Co 350.44K — 335.27K 342.89K 402.56K 403.11K 341.66K 340.27K 341.52K 339.69K 297.81K 306.41K 355.24K 317.79K 313.51K 312.64K 326.25K 315.31K 294.76K 64.09K
Bank of America Corp 302.12K 188.26K 158.18K 320.91K 1.12M 955.13K 502.11K 1.20M 1.00M 1.50M 1.92M 1.78M 1.68M 1.02M 1.08M 906.96K 694.93K 651.97K 622.64K 1.11M
Charles Schwab Investment Management 288.50K 280.16K 252.27K 234.20K 205.46K 191.77K 195.35K 192.75K 192.49K — — — — — — — — — — —
D. E. Shaw & Co 238.72K 12.60K 44.10K 68.67K 142.77K 78.50K 31.08K 10.00K 12.01K 68.21K 103.58K 127.98K 290.68K 328.48K 256.18K 331.68K 480.28K 483.78K 338.88K —
Two Sigma Investments 224.99K 231.78K 408.38K 522.50K 466.22K 68.76K 98.61K 19.93K 6.30K 66.97K 14.20K 129.84K 141.79K 34.58K 3.00K — — — — 201.18K
MFS Investment Management 129.28K 155.32K 192.68K 194.63K 220.28K 156.53K 188.35K 177.91K 179.38K 179.12K 200.10K 173.30K 197.75K 189.27K 208.28K 195.30K 225.53K — 182.30K 179.13K
Millennium Management 167.58K 36.71K 2.91K 15.61K 248.28K 211.18K 1.66K 158.61K 31.99K 147.58K 106.48K 271.97K 153.30K 142.49K 270.34K 292.02K 305.78K 54.57K 35.16K 799.09K

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