Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TRT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Compound Planning, Inc. | 622K | $3.6M | +85.8% | 6.146% | 0.12% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 326K | $1.9M | +100.1% | 3.219% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 264K | $1.5M | β | 2.614% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 244K | $1.4M | +98.4% | 2.410% | 0.00% |
| 5 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 142K | $821K | +70.1% | 1.405% | 0.02% |
| 6 | MARSHALL WACE, LLP | 62K | $358K | β | 0.613% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 55K | $319K | +95.3% | 0.546% | 0.00% |
| 8 | Empowered Funds, LLC | 50K | $288K | +33.2% | 0.493% | 0.00% |
| 9 | STONEBRIDGE CAPITAL MANAGEMENT INC | 46K | $266K | β | 0.455% | 0.12% |
| 10 | CITADEL ADVISORS LLC | 39K | $223K | β | 0.381% | 0.00% |
| 11 | ESSEX INVESTMENT MANAGEMENT CO LLC | 31K | $182K | +100.0% | 0.311% | 0.03% |
| 12 | LPL Financial LLC | 31K | $177K | β | 0.302% | 0.00% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 27K | $158K | β | 0.271% | 0.00% |
| 14 | STATE STREET CORP | 24K | $139K | β | 0.238% | 0.00% |
| 15 | JAMES INVESTMENT RESEARCH INC | 24K | $139K | +100.0% | 0.237% | 0.02% |
| 16 | JANE STREET GROUP, LLC | 20K | $114K | β | 0.194% | 0.00% |
| 17 | NORTHERN TRUST CORP | 11K | $64K | β | 0.110% | 0.00% |
| 18 | GWM Advisors LLC | 24K | $24K | +100.0% | 0.237% | 0.00% |
| 19 | MORGAN STANLEY | 3K | $16K | +276300.0% | 0.027% | 0.00% |
| 20 | UBS Group AG | 2K | $14K | +61.5% | 0.024% | 0.00% |
| 21 | Advisory Services Network, LLC | 800 | $5K | β | 0.008% | 0.00% |
| 22 | Tower Research Capital LLC (TRC) | 507 | $3K | β | 0.005% | 0.00% |
| 23 | SBI Securities Co., Ltd. | 102 | $590 | +100.0% | 0.001% | 0.00% |
| 24 | ACADIAN ASSET MANAGEMENT LLC | 86K | $497 | +100.0% | 0.853% | 0.00% |
| 25 | FMR LLC | 44 | $254 | +100.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TRT β a direct measure of their conviction.
Filings activity in TRT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 26 | +44% | 10.56% | 0.84 pp | $12M | 7.4% |
| Q4 2025 | 18 | 5.3% | 11.40% | +6.22 pp | $13M | +120% |
| Q3 2025 | 19 | +5.6% | 5.18% | +0.44 pp | $6M | +9.3% |
| Q2 2025 | 18 | +0.0% | 4.74% | +1.29 pp | $5M | +37% |
| Q1 2025 | 18 | 5.3% | 3.45% | +0.08 pp | $4M | +2.5% |
| Q4 2024 | 19 | +12% | 3.37% | +0.27 pp | $4M | +8.6% |
| Q3 2024 | 17 | 15% | 3.10% | 0.41 pp | $3M | 11% |
| Q2 2024 | 20 | β | 3.51% | β | $4M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TRT stock.
Based on Q1 2026 13F filings, institutional ownership of Trio-Tech International stands at 10.6%, held across 26 reporting institutions.
Compound Planning, Inc. is the largest reported institutional holder of TRT, with approximately 621,500 shares worth $0.00B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of TRT, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for TRT is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in TRT during Q1 2026, while 4 fully exited. 1 added to existing positions and 13 trimmed.
TRT institutional ownership fell by 0.84 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 91.2% of all reported 13F value in TRT, and the top 25 account for 100.0%.
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.
Trio-Tech International (TRT) Institutional Ownership