Trio-Tech International TRT Institutional Ownership

NYSE TRT

$11.00 -0.14 (-1.26%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

26 Institutions

Increased 14 53.8%

Unchanged 6 23.1%

Reduced 6 23.1%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

24.90%

▲+1.93 pp QoQ

Shares Held by Institutions

2.17Mn

of 8.70Mn outstanding

▲+26.83% QoQ

Shares Outstanding

8.70Mn

6.53Mn held outside 13F filers

Institutional Investors

filed 13F for Mar 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+458.18K

accumulated since last quarter

Value of Holdings

$25.14Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Trio-Tech International (NYSE:TRT) appears in 26 institutional 13F filings for the quarter ending March 2026.

Their combined ownership stood at 24.9% of outstanding shares in March 2026, up from 23.0% in December 2025.
They increased total shares held in Trio-Tech International by 26.83% from the prior quarter, while the number of investors in TRT increased 44.44% year over year.
Of these 26 holders, 14 added to their stakes in Trio-Tech International, 6 trimmed positions, and 6 made no changes.
The aggregate institutional position in Trio-Tech International amounted to 2.17Mn shares as of March 2026, up by 458.18K shares quarter on quarter, and up 748.56K shares year over year.
Compound Planning, Inc. holds the largest position in TRT at 621.5K shares as of March 31, 2026, or 7.15% of shares outstanding.
The biggest buyers of Trio-Tech International for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (264.34K), MARSHALL WACE, LLP (61.97K), STONEBRIDGE CAPITAL MANAGEMENT INC (46.0K), CITADEL ADVISORS LLC (38.55K), FNY Investment Advisers, LLC (31.64K).
The largest sellers of Trio-Tech International for the quarter ending March 2026 were Compound Planning, Inc. (47.5K), Empowered Funds, LLC (25.0K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (25.0K), DIMENSIONAL FUND ADVISORS LP (1.95K), GEODE CAPITAL MANAGEMENT, LLC (1.33K).
Trio-Tech International's 10 largest shareholders as of March 2026 include Compound Planning, Inc. (621.5K), RENAISSANCE TECHNOLOGIES LLC (325.53K), VANGUARD CAPITAL MANAGEMENT LLC (264.34K), DIMENSIONAL FUND ADVISORS LP (243.72K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (142.08K), ACADIAN ASSET MANAGEMENT LLC (86.31K), MARSHALL WACE, LLP (61.97K), GEODE CAPITAL MANAGEMENT, LLC (55.19K), Empowered Funds, LLC (49.88K), STONEBRIDGE CAPITAL MANAGEMENT INC (46.0K) per Business Quant data.

Form 13F Holdings

26 Institutional Holders

Report period 31 Mar, 2026

Total shares held 2.17Mn

Of outstanding 24.90%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Compound Planning, Inc.	0001978879	621,500	7.15%	▼47,500	-7.10%	$3.59Mn
2	RENAISSANCE TECHNOLOGIES LLC	0001037389	325,526	3.74%	▲170	+0.05%	$1.88Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	264,340	3.04%	▲264,340	0.00%	$1.53Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	243,724	2.80%	▼1,948	-0.79%	$1.41Mn
5	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	142,082	1.63%	▼25,000	-14.96%	$821.23K
6	ACADIAN ASSET MANAGEMENT LLC	0000916542	86,308	0.99%	0	0.00%	$497
7	MARSHALL WACE, LLP	0001318757	61,968	0.71%	▲61,968	0.00%	$358.17K
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	55,193	0.63%	▼1,329	-2.35%	$319.12K
9	Empowered Funds, LLC	0001592828	49,882	0.57%	▼25,000	-33.39%	$288.32K
10	STONEBRIDGE CAPITAL MANAGEMENT INC	0000051812	46,000	0.53%	▲46,000	0.00%	$265.88K
11	CITADEL ADVISORS LLC	0001423053	38,547	0.44%	▲38,547	0.00%	$222.80K
12	FNY Investment Advisers, LLC	0001742998	31,640	0.36%	▲31,640	0.00%	$182
13	ESSEX INVESTMENT MANAGEMENT CO LLC	0000201772	31,474	0.36%	0	0.00%	$181.92K
14	LPL Financial LLC	0001403438	30,550	0.35%	▲30,550	0.00%	$176.58K
15	VANGUARD FIDUCIARY TRUST CO	0000933478	27,416	0.32%	▲27,416	0.00%	$158.46K
16	State Street Corp	0000093751	24,066	0.28%	▲24,066	0.00%	$139.10K
17	JAMES INVESTMENT RESEARCH, INC.	0000810384	24,016	0.28%	0	0.00%	$138.81K
17	NewEdge Advisors, LLC	0001633516	24,016	0.28%	0	0.00%	$24.02K
18	JANE STREET GROUP, LLC	0001595888	19,672	0.23%	▲19,672	0.00%	$113.71K
19	Northern Trust Corp	0000073124	11,096	0.13%	▲11,096	0.00%	$64.14K

Showing 1 to 20 of 26 holders