TFII — TFI INTERNATIONAL INC
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 $3.64B across 25.26M shares. That is -8.7% by share count (-2.41M shares) versus the previous quarter, while reported value moved +20.8%. Ownership is concentrated: the five largest holders account for 67.6% of reported value and the top ten for 82.4%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 14 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| CDPQ (Caisse de Depot) history | Q2 2026 | 6.33M | $910.99M | 1.30% | Reduce |
| Fidelity International (FIL) history | Q2 2026 | 4.58M | $659.23M | 0.47% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.54M | $509.34M | 0.02% | Reduce |
| Janus Henderson Group history | Q1 2026 | 3.70M | $402.20M | 0.20% | Reduce |
| Vanguard Group history | Q4 2025 | 3.42M | $353.93M | 0.01% | Add |
| Wellington Management Group history | Q4 2024 | 2.16M | $291.45M | 0.06% | Reduce |
| Manulife Financial history | Q2 2026 | 1.32M | $189.26M | 0.15% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 1.31M | $188.87M | 0.08% | Add |
| Capital Research Global Investors history | Q1 2025 | 2.15M | $166.85M | 0.04% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 1.04M | $149.87M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 814.76K | $116.80M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 704.92K | $101.21M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 610.47K | $87.65M | 0.01% | Add |
| Baillie Gifford & Co history | Q2 2026 | 572.28K | $82.35M | 0.07% | Reduce |
| AQR Capital Management history | Q2 2026 | 570.54K | $81.68M | 0.03% | Add |
| CPP Investments history | Q2 2026 | 426.49K | $61.33M | 0.03% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 419.87K | $60.42M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 401.32K | $57.62M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 350.44K | $50.58M | 0.01% | New |
| Bank of America Corp history | Q2 2026 | 302.12K | $43.38M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 350.44K sh · $50.58M
- Point72 Asset Management 61.43K sh · $8.82M
- Lazard Asset Management 49.88K sh · $7.17M
- Marshall Wace 7.04K sh · $1.01M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 3.70M sh · $402.20M
- Balyasny Asset Management sold 39.86K sh · $4.33M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CDPQ (Caisse de Depot) | — | — | — | — | — | — | — | — | 1.33M | 1.99M | 2.06M | 2.63M | 3.38M | 3.46M | 3.85M | 4.06M | 5.68M | 7.09M | 7.16M | 6.33M |
| Fidelity International (FIL) | 3.53M | 1.15M | 263.09K | 420.09K | 732.94K | 115.06K | 648.20K | 849.96K | 3.02M | 3.80M | 3.09M | 2.98M | 4.08M | 5.81M | 6.47M | 5.61M | 6.05M | 6.04M | 4.78M | 4.58M |
| Fidelity Management & Research (FMR) | 5.03M | 4.82M | 4.27M | 3.28M | 3.27M | 3.53M | 3.36M | 3.59M | 3.66M | 3.73M | 3.64M | 3.67M | 3.30M | 3.13M | 2.60M | 1.94M | 2.46M | 3.96M | 3.65M | 3.54M |
| Manulife Financial | 1.89M | 2.04M | 1.51M | 938.50K | 1.25M | 1.22M | 1.41M | 1.48M | 649.89K | 1.02M | 1.77M | 1.55M | 1.66M | 1.67M | 1.01M | 347.84K | 463.08K | 1.53M | 2.04M | 1.32M |
| Arrowstreet Capital | 98.20K | 3.34K | — | — | — | 24.85K | 116.84K | 334.35K | 430.73K | 427.14K | 490.26K | 579.19K | 819.03K | 621.61K | 586.27K | 717.91K | 362.31K | 323.71K | 449.13K | 1.31M |
| Norges Bank Investment Management | — | — | — | — | — | 923.91K | — | — | — | 1.36M | — | 1.24M | — | 1.15M | — | 986.39K | — | 1.03M | — | 1.04M |
| Geode Capital Management | 35.81K | 220.24K | 227.88K | 233.94K | 255.49K | 247.18K | 253.11K | 277.98K | 280.89K | 304.80K | 326.66K | 334.24K | 356.81K | 469.26K | 531.21K | 632.43K | 695.31K | 733.51K | 730.52K | 814.76K |
| Morgan Stanley | 1.47M | 331.56K | 339.79K | 235.30K | 215.83K | 333.67K | 344.58K | 529.01K | 732.05K | 471.47K | 235.28K | 305.84K | 299.86K | 197.73K | 679.64K | 1.29M | 569.92K | 303.80K | 520.63K | 704.92K |
| Goldman Sachs Group | 327.00K | 82.36K | 173.03K | 353.84K | 77.87K | 50.02K | 190.62K | 240.39K | 492.94K | 359.51K | 258.00K | 405.99K | 123.47K | 152.36K | 379.29K | 866.25K | 1.03M | 353.22K | 390.79K | 610.47K |
| Baillie Gifford & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.10M | 1.07M | 1.05M | 1.02M | 1.03M | 896.31K | 572.28K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 678.89K | 565.65K | 570.54K |
| CPP Investments | — | 79.00K | 101.30K | 100.90K | 176.80K | 176.80K | 194.44K | 191.54K | 206.63K | 218.53K | 252.85K | 233.85K | 233.85K | 217.85K | 367.46K | 373.46K | 409.86K | 418.85K | 457.75K | 426.49K |
| Legal & General Investment Management America | 148.32K | 265.55K | 349.28K | 379.18K | 370.27K | 334.30K | 331.09K | 318.39K | 316.28K | 446.81K | 441.60K | 411.70K | 419.72K | 281.39K | 285.11K | 302.53K | 410.08K | 440.54K | 453.37K | 419.87K |
| Citadel Advisors | 61.01K | 107.89K | 37.47K | 47.00K | 69.70K | 152.29K | 122.55K | 157.68K | 699.16K | 469.39K | 319.71K | 277.65K | 99.92K | 53.60K | 157.34K | 1.16M | 724.93K | 187.01K | 56.01K | 401.32K |
| JPMorgan Chase & Co | 64.09K | 294.76K | 315.31K | 326.25K | 312.64K | 313.51K | 317.79K | 355.24K | 306.41K | 297.81K | 339.69K | 341.52K | 340.27K | 341.66K | 403.11K | 402.56K | 342.89K | 335.27K | — | 350.44K |
| Bank of America Corp | 1.11M | 622.64K | 651.97K | 694.93K | 906.96K | 1.08M | 1.02M | 1.68M | 1.78M | 1.92M | 1.50M | 1.00M | 1.20M | 502.11K | 955.13K | 1.12M | 320.91K | 158.18K | 188.26K | 302.12K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | 192.49K | 192.75K | 195.35K | 191.77K | 205.46K | 234.20K | 252.27K | 280.16K | 288.50K |
| D. E. Shaw & Co | — | 338.88K | 483.78K | 480.28K | 331.68K | 256.18K | 328.48K | 290.68K | 127.98K | 103.58K | 68.21K | 12.01K | 10.00K | 31.08K | 78.50K | 142.77K | 68.67K | 44.10K | 12.60K | 238.72K |
| Two Sigma Investments | 201.18K | — | — | — | — | 3.00K | 34.58K | 141.79K | 129.84K | 14.20K | 66.97K | 6.30K | 19.93K | 98.61K | 68.76K | 466.22K | 522.50K | 408.38K | 231.78K | 224.99K |
| MFS Investment Management | 179.13K | 182.30K | — | 225.53K | 195.30K | 208.28K | 189.27K | 197.75K | 173.30K | 200.10K | 179.12K | 179.38K | 177.91K | 188.35K | 156.53K | 220.28K | 194.63K | 192.68K | 155.32K | 129.28K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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