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Trio-Tech International (TRT)

CUSIP: 896712205 | NYSE | Technology · Semiconductor Equipment & Materials | Micro Cap | 74 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AYong Siew WAI1,470,29016.9%New 5%+ stakeJan 27, 2026No 13F filer matched
13D/AHorowitz Richard M902,3538.6%New 5%+ stakeDec 16, 2025No 13F filer matched
13D/AYong Siew WAI1,470,290
16.9% of class · Jan 27, 2026New 5%+ stake
No 13F filer matched
13D/AHorowitz Richard M902,353
8.6% of class · Dec 16, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Compound Planning, Inc.334,899
0.1% of portfolio›$2.2M
Dimensional Fund Advisors LP234,756
0.0% of portfolio›$1.5M
Geode Capital Management, LLC68,422
0.0% of portfolio›$444.9K
UBS Group AG51,938
0.0% of portfolio›$337.6K
James Investment Research, Inc.24,016
0.0% of portfolio›$156.1K
Essex Investment Management Co LLC22,115
0.0% of portfolio›$143.7K
LPL Financial LLC21,300
0.0% of portfolio›$138.5K
FNY Investment Advisers, LLC14,922
0.0% of portfolio›$96
Acadian Asset Management LLC3,778
0.0% of portfolio›$24
FMR LLC932
0.0% of portfolio›$6.1K
SBI Securities Co., Ltd.182
0.0% of portfolio›$1.2K
EverSource Wealth Advisors, LLC49
0.0% of portfolio›$319
Polaris Financial Partners36
0.0% of portfolio›$0
Barclays PLC1
0.0% of portfolio›$7
Friedenthal Financial1
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Compound Planning, Inc.
334,899$2.2M0.1%CoreLowNew York, NY2026-11-09
Dimensional Fund Advisors LP
234,756$1.5M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
68,422$444.9K0.0%IndexVery LowBoston, MA2026-11-06
UBS Group AG
51,938$337.6K0.0%CoreMediumZurich, Switzerland2026-11-10
James Investment Research, Inc.
24,016$156.1K0.0%GARPLowAlpha, OH2026-10-22
Essex Investment Management Co LLC
22,115$143.7K0.0%GrowthMediumBoston, MA2026-10-19
LPL Financial LLC
21,300$138.5K0.0%IndexVery LowFort Mill, SC2026-11-06
FNY Investment Advisers, LLC
14,922$960.0%GrowthVery HighNew York, NY2026-10-16
Acadian Asset Management LLC
3,778$240.0%GARPMediumBoston, MA2026-11-09
FMR LLC
932$6.1K0.0%GrowthMediumBoston, MA2026-11-10
SBI Securities Co., Ltd.
182$1.2K0.0%GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
49$3190.0%CoreMediumBirmingham, AL2026-11-04
Polaris Financial Partners
36$00.0%GrowthN/AWesterville, OH2026-10-02
Barclays PLC
1$70.0%GrowthMediumLondon, United Kingdom2026-11-06
Friedenthal Financial
1$70.0%ETFHighMarlton, NJ2026-10-27