TFIINYSETrucking & Courier Services (No Air)Fiscal year ends December 31
TFI International Inc.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 40-F on Feb 17, 2026
$111.60−2.45 (-2.15%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 30.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
68.4%
58M of 84M shares
Institutional holders
291
66 new, 20 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Caisse De Depot Et Placement Du Quebec | 7,085,634 | 8.60% | 13G (passive) amendment | Dec 31, 2025 |
| Pandanus Associates, Inc. | 5,814,601 | 6.90% | 13G (passive) | Dec 31, 2024 |
| Alain Bédard | 5,142,192 | 6.00% | 13G (passive) amendment | Dec 31, 2023 |
| FIL Limited | 4,782,544 | 5.80% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TFII | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Caisse De Depot Et Placement Du Quebec | 6,331,000 | 7.50% | $910.99M | −825,534 | 1.30% |
| FIL Ltd | 4,579,712 | 5.43% | $659.23M | −202,832 | 0.47% |
| Jupiter Topco LLC | 3,588,905 | 4.25% | $515.26M | New | 0.21% |
| FMR LLC | 3,538,405 | 4.19% | $509.34M | −113,816 | 0.02% |
| Royal Bank of Canada | 3,456,271 | 4.09% | $496.22M | +383,580 | 0.07% |
| Vanguard Capital Management LLC | 2,259,113 | 2.68% | $325.19M | −10,731 | 0.01% |
| 1832 Asset Management L.P. | 2,197,429 | 2.60% | $315.48M | −1,783,074 | 0.16% |
| Federation des caisses Desjardins du Quebec | 1,845,849 | 2.19% | $262.46M | −364,751 | 0.80% |
| Maple Rock Capital Partners Inc. | 1,418,409 | 1.68% | $203.64M | +56,578 | 3.99% |
| Manufacturers Life Insurance Company, The | 1,317,515 | 1.56% | $189.26M | −723,007 | 0.15% |
| Arrowstreet Capital, Limited Partnership | 1,313,926 | 1.56% | $188.87M | +864,799 | 0.08% |
| Bank Of Montreal /Can/ | 1,276,521 | 1.51% | $183.56M | +86,812 | 0.06% |
| Mackenzie Financial Corp | 1,149,794 | 1.36% | $234.73M | +581,958 | 0.23% |
| National Bank Of Canada /Fi/ | 1,110,175 | 1.32% | $158.28M | −299,013 | 0.11% |
| Norges Bank | 1,042,239 | 1.23% | $149.87M | New | 0.01% |
| Connor, Clark & Lunn Investment Management Ltd. | 950,314 | 1.13% | $136.66M | +720,183 | 0.26% |
| Dixon Mitchell Investment Counsel Inc. | 833,692 | 0.99% | $120.01M | −50,833 | 3.90% |
| Geode Capital Management, LLC | 814,760 | 0.97% | $116.80M | +84,243 | 0.01% |
| Morgan Stanley | 704,922 | 0.84% | $101.21M | +184,291 | 0.01% |
| Vanguard Fiduciary Trust Co | 682,988 | 0.81% | $98.31M | −2,118 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 291 | 58M | 68.4% | 66 / 108 | 89 / 20 | 12M | 8M |
| Q1 2026 | 249 | 57M | 67.5% | 44 / 89 | 81 / 26 | 11M | 7M |
| Q4 2025 | 233 | 57M | 67.5% | 34 / 80 | 86 / 33 | 12M | 6M |
| Q3 2025 | 235 | 54M | 63.8% | 27 / 80 | 96 / 45 | 6M | 10M |
| Q2 2025 | 254 | 58M | 68.2% | 38 / 105 | 78 / 35 | 11M | 10M |
| Q1 2025 | 256 | 56M | 66.8% | 37 / 100 | 86 / 71 | 11M | 14M |
| Q4 2024 | 295 | 60M | 70.8% | 41 / 102 | 103 / 32 | 6M | 5M |
| Q3 2024 | 290 | 59M | 69.6% | 43 / 101 | 96 / 22 | 5M | 4M |
| Q2 2024 | 272 | 58M | 69.2% | 30 / 89 | 117 / 43 | 6M | 6M |
| Q1 2024 | 288 | 58M | 68.6% | 62 / 80 | 114 / 29 | 5M | 5M |
| Q4 2023 | 256 | 58M | 69.1% | 42 / 94 | 94 / 42 | 5M | 4M |
| Q3 2023 | 259 | 58M | 68.3% | 37 / 67 | 128 / 26 | 8M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TFII | Value | % of fund | As of |
|---|---|---|---|---|---|
| Janus Henderson Enterprise Fund | 1,889,400 | 2.24% | $271.26M | 1.21% | Jun 30, 2026 |
| Vanguard Total International Stock Index Fund | 1,142,043 | 1.35% | $216.29M | 0.02% | Jul 31, 2026 |
| Janus Henderson Research Fund | 885,484 | 1.05% | $127.13M | 0.43% | Jun 30, 2026 |
| Vanguard Developed Markets Index Fund | 752,599 | 0.89% | $153.64M | 0.03% | Jun 30, 2026 |
| Fidelity SAI Canada Equity Index Fund | 403,660 | 0.48% | $38.90M | 0.34% | Jul 31, 2026 |
| JPMorgan BetaBuilders Canada ETF | 274,149 | 0.32% | $26.42M | 0.34% | Jul 31, 2026 |
| Fidelity Value Fund | 259,600 | 0.31% | $25.02M | 0.33% | Jul 31, 2026 |
| Old Westbury Large Cap Strategies Fund | 238,325 | 0.28% | $22.97M | 0.13% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Index Fund | 184,871 | 0.22% | $35.01M | 0.03% | Jul 31, 2026 |
| Nomura International Core Equity Fund | 182,678 | 0.22% | $18.54M | 1.92% | Jun 30, 2026 |
| Schwab International Equity ETF | 175,555 | 0.21% | $19.68M | 0.04% | May 31, 2026 |
| Janus Henderson VIT Enterprise Portfolio | 160,087 | 0.19% | $22.98M | 1.20% | Jun 30, 2026 |
| Fidelity Series Global ex U.S. Index Fund | 155,535 | 0.18% | $14.99M | 0.03% | Jul 31, 2026 |
| AQR Long-Short Equity Fund | 150,984 | 0.18% | $15.32M | 0.28% | Jun 30, 2026 |
| International Core Equity 2 Portfolio | 149,590 | 0.18% | $14.42M | 0.05% | Jul 31, 2026 |