TRIO-TECH INTERNATIONAL - Common Stock, no par value (TRT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, no par value
Symbol
TRT on NYSE
Shares outstanding
8,699,941
Price per share
$7.17
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
961,459
Total reported value
$12,727,478
% of total 13F portfolios
0%
Share change
-54,508
Value change
-$444,875
Number of holders
17
Price from insider filings
$7.17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TRIO-TECH INTERNATIONAL - Common Stock, no par value (TRT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
YONG SIEW WAI 17% $18,937,335 1,470,290 YONG SIEW WAI 27 Jan 2026
Zeff Capital, LP 5.9% -14% $6,583,934 +$2,784,592 511,175 +73% Zeff Capital, LP 31 Dec 2025

As of 31 Dec 2025, 17 institutional investors reported holding 961,459 shares of TRIO-TECH INTERNATIONAL - Common Stock, no par value (TRT). This represents 11% of the company’s total 8,699,941 outstanding shares.

Top 20 Institutional Shareholders

The largest institutional shareholders of TRIO-TECH INTERNATIONAL - Common Stock, no par value (TRT) together control 11% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Compound Planning, Inc. 3.8% 334,500 -7% 0.13% $4,428,780
RENAISSANCE TECHNOLOGIES LLC 1.9% 162,678 -5.4% 0% $2,153,857
VANGUARD GROUP INC 1.7% 144,871 0% 0% $1,918,092
DIMENSIONAL FUND ADVISORS LP 1.4% 122,836 0% 0% $1,626,349
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.96% 83,541 0% 0.02% $1,106,083
ACADIAN ASSET MANAGEMENT LLC 0.5% 43,154 -5.4% 0% $569,000
GEODE CAPITAL MANAGEMENT, LLC 0.32% 28,261 +13% 0% $374,294
ESSEX INVESTMENT MANAGEMENT CO LLC 0.18% 15,737 0.03% $208,358
NewEdge Advisors, LLC 0.14% 12,008 0% 0% $158,986
JAMES INVESTMENT RESEARCH, INC. 0.14% 12,008 0% 0.02% $158,986
UBS Group AG 0.02% 1,507 +493% 0% $19,953
OSAIC HOLDINGS, INC. 0% 250 0% 0% $3,310
SBI Securities Co., Ltd. 0% 51 0% 0% $675
BANK OF AMERICA CORP /DE/ 0% 31 +6.9% 0% $410
FMR LLC 0% 22 0% 0% $291
CITIGROUP INC 0% 3 0% $40
MORGAN STANLEY 0% 1 0% 0% $14
JPMORGAN CHASE & CO 0% 0 -100% $0
Advisory Services Network, LLC 0% 0 -100% $0
Empowered Funds, LLC 0% 0 -100% $0

Institutional Holders of TRIO-TECH INTERNATIONAL - Common Stock, no par value (TRT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 961,459 $12,727,478 -$444,875 $13.24 17
2025 Q3 1,015,967 $6,023,053 -$5,355 $5.93 18
2025 Q2 1,039,913 $5,635,351 +$1,782,834 $5.42 17
2025 Q1 708,551 $4,243,134 -$38,804 $5.99 17
2024 Q4 715,274 $4,155,318 +$126,652 $5.81 18
2024 Q3 693,398 $3,840,252 -$104,989 $5.54 16
2024 Q2 710,425 $4,325,958 +$324,514 $6.09 19
2024 Q1 657,137 $4,176,380 -$47,300 $6.36 14
2023 Q4 666,860 $3,379,864 +$350,512 $5.07 17
2023 Q3 597,525 $4,179,497 -$134,775 $7.00 15
2023 Q2 647,756 $3,115,277 +$105,912 $4.81 17
2023 Q1 602,283 $2,830,439 -$52,861 $4.70 17
2022 Q4 613,871 $2,761,929 -$89,360 $4.50 17
2022 Q3 625,496 $2,898,928 -$148,359 $4.64 13
2022 Q2 657,252 $2,848,000 -$881,753 $4.33 10
2022 Q1 788,498 $5,680,000 -$402,170 $7.20 14
2021 Q4 811,858 $10,901,000 +$3,816,851 $13.43 15
2021 Q3 541,429 $2,282,000 -$1,000,302 $4.22 11
2021 Q2 742,886 $3,737,000 -$309,240 $5.03 12
2021 Q1 805,025 $3,616,000 +$183,667 $4.50 14
2020 Q4 764,085 $3,028,000 -$52,181 $3.96 12
2020 Q3 780,026 $2,667,000 +$93,298 $3.42 11
2020 Q2 752,826 $2,356,000 -$14,505 $3.13 10
2020 Q1 757,459 $2,038,000 -$95,167 $2.69 11
2019 Q4 783,598 $3,127,000 -$63,633 $3.99 10
2019 Q3 799,554 $2,883,000 -$149,554 $3.61 11
2019 Q2 847,818 $2,441,000 -$142,898 $2.88 13
2019 Q1 893,881 $2,975,000 -$61,933 $3.33 14
2018 Q4 912,585 $2,246,000 +$75,817 $2.46 14
2018 Q3 881,457 $4,029,000 +$11,626 $4.57 14
2018 Q2 878,980 $3,926,000 -$12,675 $4.46 14
2018 Q1 881,137 $5,063,000 -$543,970 $5.75 14
2017 Q4 968,879 $6,749,000 +$1,789,485 $7.01 17
2017 Q3 711,598 $3,728,000 +$232,533 $5.23 14
2017 Q2 689,481 $3,434,000 +$378,384 $4.98 15
2017 Q1 616,838 $2,536,000 +$41,162 $4.13 11
2016 Q4 607,253 $2,019,000 +$7,566 $3.33 11
2016 Q3 604,925 $2,178,000 -$50,350 $3.60 11
2016 Q2 618,920 $2,216,000 +$12,954 $3.58 12
2016 Q1 600,374 $1,923,000 +$21,908 $3.21 10
2015 Q4 612,011 $1,742,000 +$54,875 $2.80 10
2015 Q3 574,658 $1,406,000 -$9,395 $2.44 10
2015 Q2 578,523 $1,772,000 +$86,926 $3.07 10
2015 Q1 550,290 $1,492,000 -$87,015 $2.71 9
2014 Q4 579,429 $1,697,000 -$139,422 $2.92 11
2014 Q3 614,457 $2,451,000 +$143,756 $3.88 11
2014 Q2 577,519 $1,947,000 +$15,355 $3.41 10
2014 Q1 574,006 $1,833,000 +$78,597 $3.19 11