Trio-Tech International (TRT) Institutional Ownership

Ownership Summary

The institutional landscape for Trio-Tech International (NYSE:TRT) includes 19 filers as of the latest reporting cycle ending September 2025.

• Institutional ownership in Trio-Tech International edged up to 13.2% in September 2025, compared to 12.7% in June 2025.
• Institutional share ownership changed by -0.04% QoQ, while the number of institutional owners saw an increase of 11.76% YoY.
• Among the 19 institutional holders of Trio-Tech International, 7 added to their stakes while 3 trimmed their positions and 9 held steady.
• Collectively, institutional investors decreased their stake in Trio-Tech International to 1.02Mn shares as of September 2025, a change that is down by 412 shares quarter on quarter and up 322.60K shares year over year.
• With 359.50K shares, Compound Planning, Inc. commands the largest institutional position in Trio-Tech International as of September 30, 2025, equating to 4.67% of the company.
• Among the most significant buyers of Trio-Tech International during September 2025 were DIMENSIONAL FUND ADVISORS LP (658), Advisory Services Network, LLC (400), UBS Group AG (254), BRIDGEWAY CAPITAL MANAGEMENT, LLC (117), Empowered Funds, LLC (117).
• Leading sellers of Trio-Tech International stock in September 2025 included RENAISSANCE TECHNOLOGIES LLC (1.70K), GEODE CAPITAL MANAGEMENT, LLC (292), BANK OF AMERICA CORP /DE/ (1).
• The top 10 institutional holders of Trio-Tech International for the quarter ending September 2025 included Compound Planning, Inc. (359.50K), RENAISSANCE TECHNOLOGIES LLC (172.01K), VANGUARD GROUP INC (144.87K), DIMENSIONAL FUND ADVISORS LP (122.84K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (83.54K), ACADIAN ASSET MANAGEMENT LLC (45.64K), Empowered Funds, LLC (37.44K), GEODE CAPITAL MANAGEMENT, LLC (25.10K), JAMES INVESTMENT RESEARCH, INC. (12.01K), NewEdge Advisors, LLC (12.01K).