Trio-Tech International (TRT) Institutional Ownership

Ownership Summary

Trio-Tech International (NYSE:TRT) is held by 18 institutional investors per 13F filings through December 2025.

• Their combined ownership stood at 21.3% of outstanding shares in December 2025, down from 23.3% in September 2025.
• Their total shares held in TRT decreased -1.64% quarter over quarter, and separately, investors owning Trio-Tech International stayed flat from a year ago.
• Of these 18 holders, 4 added to their stakes in Trio-Tech International, 4 trimmed positions, and 10 made no changes.
• Altogether, these fund groups held 2.0Mn shares in TRT by December 2025, down by 33.38K shares quarter on quarter, and up 590.22K shares year over year.
• Compound Planning, Inc. leads ownership in TRT with 669.0K shares as of December 31, 2025, equal to 7.14% of outstanding shares.
• Top purchasers of TRT stock for the quarter ending December 2025 included ESSEX INVESTMENT MANAGEMENT CO LLC (31.47K), GEODE CAPITAL MANAGEMENT, LLC (6.33K), UBS Group AG (2.51K), Citigroup Inc (6).
• The largest sellers of Trio-Tech International for the quarter ending December 2025 were Compound Planning, Inc. (50.0K), RENAISSANCE TECHNOLOGIES LLC (18.67K), ACADIAN ASSET MANAGEMENT LLC (4.97K), Bank Of America Corp /De/ (54).
• Per Business Quant, the top 10 investors in TRT for the quarter ending December 2025 include Compound Planning, Inc. (669.0K), RENAISSANCE TECHNOLOGIES LLC (325.36K), VANGUARD GROUP INC (289.74K), DIMENSIONAL FUND ADVISORS LP (245.67K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (167.08K), ACADIAN ASSET MANAGEMENT LLC (86.31K), Empowered Funds, LLC (74.88K), GEODE CAPITAL MANAGEMENT, LLC (56.52K), ESSEX INVESTMENT MANAGEMENT CO LLC (31.47K), JAMES INVESTMENT RESEARCH, INC. (24.02K).