| 4 | BlackRock, Inc. | 2.2M | $15.6M | +3.4% | 7.338% | 0.00% |
| 5 | IES Holdings, Inc. | 1.3M | $9.0M | — | 4.229% | 2.89% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $8.8M | +1.0% | 4.130% | 0.00% |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.2M | $8.4M | -16.1% | 3.948% | 0.02% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $8.3M | -30.5% | 3.932% | 0.00% |
| 9 | Azarias Capital Management, L.P. | 759K | $5.3M | -24.2% | 2.498% | 2.30% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 754K | $5.3M | +4.4% | 2.479% | 0.00% |
| 11 | STATE STREET CORP | 657K | $4.6M | -2.5% | 2.162% | 0.00% |
| 12 | Russell Investments Group, Ltd. | 657K | $4.6M | -21.7% | 2.160% | 0.00% |
| 13 | D. E. Shaw & Co., Inc. | 608K | $4.2M | -12.5% | 1.999% | 0.00% |
| 14 | Peapod Lane Capital LLC | 601K | $4.2M | -6.1% | 1.977% | 2.83% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 559K | $3.9M | -42.9% | 1.838% | 0.00% |
| 16 | PRUDENTIAL FINANCIAL INC | 359K | $2.5M | -21.8% | 1.181% | 0.00% |
| 17 | BANK OF AMERICA CORP /DE/ | 319K | $2.2M | -30.5% | 1.050% | 0.00% |
| 18 | Invenomic Capital Management LP | 319K | $2.2M | -22.1% | 1.048% | 0.13% |
| 19 | RBF Capital, LLC | 304K | $2.1M | -1.6% | 1.002% | 0.09% |
| 20 | AMERICAN CENTURY COMPANIES INC | 302K | $2.1M | -38.8% | 0.993% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 271K | $1.9M | +49.7% | 0.890% | 0.00% |
| 22 | JPMORGAN CHASE & CO | 239K | $1.7M | -5.3% | 0.787% | 0.00% |
| 23 | AQR CAPITAL MANAGEMENT LLC | 233K | $1.6M | +183.2% | 0.766% | 0.00% |
| 24 | NORTHERN TRUST CORP | 232K | $1.6M | -4.6% | 0.764% | 0.00% |
| 25 | Militia Capital Management LLC | 202K | $1.4M | +91.3% | 0.663% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TBI — a direct measure of their conviction.
| 91.76% |
| 2.55 pp |
| $143M |
| 38% |
| Q4 2024 | 116 | +4.5% | 94.31% | +0.40 pp | $231M | +7.4% |
| Q3 2024 | 111 | — | 93.91% | — | $215M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
23 institutions opened new positions in TBI during Q2 2026, while 13 fully exited. 85 added to existing positions and 3 trimmed.
TBI institutional ownership fell by 0.54 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 66.4% of all reported 13F value in TBI, and the top 25 account for 89.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TrueBlue, Inc. (TBI) Institutional Ownership