TFS Financial Ownership | Who Owns TFS Financial?

TFS Financial Ownership Summary

TFS Financial is owned by 9.70% institutional investors, 0.52% insiders, and 89.78% retail investors. Vanguard group is the largest institutional shareholder, holding 1.87% of TFSL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.62% of its assets in TFS Financial shares.

TFSL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	TFS Financial	9.70%	0.52%	89.78%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	5.21M	1.87%	$65.72M
Renaissance	3.29M	1.18%	$41.47M
Blackrock	3.16M	1.14%	$39.85M
Dimensional fund advisors lp	2.48M	0.89%	$31.26M
Bank of new york mellon	1.66M	0.60%	$20.94M
Cramer rosenthal mcglynn	1.43M	0.51%	$18.04M
State street	1.30M	0.47%	$16.44M
Geode capital management	1.06M	0.38%	$13.36M
Mirae asset global etfs	890.50K	0.32%	$11.24M
Brandywine global investment management	495.47K	0.18%	$6.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cramer rosenthal mcglynn	1.43M	1.06%	$18.04M
Vision capital management	118.15K	0.22%	$1.49M
Arden trust	85.31K	0.15%	$1.08M
Covestor	16.09K	0.13%	$203.00K
Park circle	9.90K	0.12%	$125.00K
Harbor advisors	42.26K	0.10%	$533.32K
Renaissance	3.29M	0.07%	$41.47M
Clearstead advisors	242.21K	0.05%	$3.06M
Farmers trust	20.00K	0.05%	$252.40K
Brandywine global investment management	495.47K	0.05%	$6.25M

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	890.50K	0.03%	890.50K
Norges bank	148.26K	0.00%	148.26K
Dimensional fund advisors lp	2.48M	0.01%	122.56K
Ubs asset management americas	174.61K	0.00%	87.14K
Signature estate & investment advisors	72.47K	0.02%	72.47K

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	-	-	-933.46K
Renaissance	3.29M	0.07%	-121.20K
State street	1.30M	0.00%	-112.76K
Cramer rosenthal mcglynn	1.43M	1.06%	-107.25K
Inspire advisors	-	-	-83.86K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	890.50K	0.03%	890.50K	$11.24M
Norges bank	148.26K	0.00%	148.26K	$1.87M
Signature estate & investment advisors	72.47K	0.02%	72.47K	$914.58K
Frank, rimerman advisors	30.67K	0.03%	30.67K	$387.04K
Exoduspoint capital management, lp	25.48K	0.00%	25.48K	$322.00K

Sold Out

Holder	Change
Tfo-tdc	-1.00
Picton mahoney asset management	-5.00
Larson financial group	-82.00
Quest partners	-88.00
Ci investments	-99.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	165	-0.60%	27,003,702	0.59%	9	10.41%	90	1.12%	48	-2.04%
Jun 30, 2024	165	5.77%	26,846,165	-1.62%	9	10.00%	88	15.79%	49	25.64%
Mar 31, 2024	156	4.00%	27,288,610	-0.82%	9	10.02%	76	-5.00%	39	-13.33%
Dec 31, 2023	150	5.63%	27,514,247	5.02%	9	11.11%	80	29.03%	45	-6.25%
Sep 30, 2023	142	-2.07%	26,199,484	-2.41%	9	10.08%	62	-21.52%	48	9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.74M	0.62%	2.64K
Vanguard Small Cap Index	1.41M	0.51%	2.75K
WisdomTree US SmallCap Dividend ETF	1.31M	0.47%	2.21K
Global X SuperDividend™ US ETF	908.89K	0.32%	-
Vanguard Institutional Extnd Mkt Idx Tr	799.70K	0.28%	-10.23K
Vanguard Small Cap Growth Index Inv	775.50K	0.28%	432.00
DFA US Small Cap I	474.21K	0.17%	-
SPDR® S&P Regional Banking ETF	421.99K	0.15%	-1.28K
State St Russell Sm/Mid Cp® Indx NL Cl C	341.40K	0.12%	-11.20K
DFA US Core Equity 2 I	339.92K	0.12%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 15, 2024	Anderson Barbara J.	-	Sell	$21.45K
Jun 25, 2024	Weir Daniel F	-	Buy	$4.03K
Sep 24, 2024	Weir Daniel F	-	Buy	$4.12K
Sep 24, 2024	Weir Daniel F	-	Buy	$5.57K
Sep 10, 2024	Stefanski Marc A	Chairman, President and CEO	Sell	$256.40K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	2	4
2024 Q2	-	5
2024 Q1	-	6
2023 Q4	-	8

TFSL Ownership FAQ

Who Owns TFS Financial?

TFS Financial shareholders are primarily institutional investors at 9.70%, followed by 0.52% insiders and 89.78% retail investors. The average institutional ownership in TFS Financial's industry, Regional Banks Stocks, is 51.67%, which TFS Financial falls below.

Who owns the most shares of TFS Financial?

TFS Financial’s largest shareholders are Vanguard group (5.21M shares, 1.87%), Renaissance (3.29M shares, 1.18%), and Blackrock (3.16M shares, 1.14%). Together, they hold 4.19% of TFS Financial’s total shares outstanding.

Does Blackrock own TFS Financial?

Yes, BlackRock owns 1.14% of TFS Financial, totaling 3.16M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 39.85M$. In the last quarter, BlackRock increased its holdings by 59.12K shares, a 1.91% change.

Who is TFS Financial’s biggest shareholder by percentage of total assets invested?

Cramer rosenthal mcglynn is TFS Financial’s biggest shareholder by percentage of total assets invested, with 1.06% of its assets in 1.43M TFS Financial shares, valued at 18.04M$.

Who is the top mutual fund holder of TFS Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of TFS Financial shares, with 0.62% of its total shares outstanding invested in 1.74M TFS Financial shares.

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