TFS Financial Ownership | Who Owns TFS Financial?
TFS Financial Ownership Summary
TFS Financial is owned by 7.19% institutional investors, 0.52% insiders, and 92.29% retail investors. Vanguard group is the largest institutional shareholder, holding 1.90% 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 | 7.19% | 0.52% | 92.29% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.28M | 1.90% | $66.32M |
| Blackrock funding, inc. /de | 3.26M | 1.17% | $40.91M |
| Blackrock | 3.16M | 1.14% | $39.85M |
| Renaissance | 3.09M | 1.11% | $38.81M |
| Dimensional fund advisors lp | 2.56M | 0.92% | $32.15M |
| Bank of new york mellon | 1.53M | 0.55% | $19.20M |
| Cramer rosenthal mcglynn | 1.30M | 0.47% | $16.39M |
| State street | 1.30M | 0.47% | $16.44M |
| Geode capital management | 1.10M | 0.39% | $13.76M |
| Mirae asset global etfs | 931.87K | 0.33% | $11.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cramer rosenthal mcglynn | 1.30M | 0.93% | $16.39M |
| Fj capital management | 339.76K | 0.50% | $4.27M |
| Atom investors lp | 165.78K | 0.26% | $2.08M |
| Vision capital management | 102.26K | 0.19% | $1.28M |
| Olympiad research lp | 13.26K | 0.17% | $166.53K |
| Arden trust | 85.31K | 0.15% | $1.08M |
| Covestor | 18.02K | 0.14% | $226.00K |
| Park circle | 9.90K | 0.12% | $125.00K |
| Kestra investment management | 205.39K | 0.10% | $2.58M |
| Harbor advisors | 42.26K | 0.08% | $530.79K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 373.33K | 0.00% | 373.33K |
| Atom investors lp | 165.78K | 0.26% | 92.68K |
| Ubs group | 138.88K | 0.00% | 91.95K |
| Blackrock funding, inc. /de | 3.26M | 0.00% | 85.10K |
| Vanguard group | 5.28M | 0.00% | 76.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -933.46K |
| Brandywine global investment management | - | - | -501.52K |
| Bank of new york mellon | 1.53M | 0.00% | -178.57K |
| State street | 1.30M | 0.00% | -112.76K |
| Renaissance | 3.09M | 0.06% | -84.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 373.33K | 0.00% | 373.33K | $4.69M |
| Verition fund management | 40.10K | 0.00% | 40.10K | $503.69K |
| Dark forest capital management lp | 31.98K | 0.06% | 31.98K | $401.69K |
| Empowered funds | 21.07K | 0.00% | 21.07K | $264.59K |
| Quantinno capital management lp | 20.70K | 0.00% | 20.70K | $259.94K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Picton mahoney asset management | -5.00 |
| Mv capital management | -7.00 |
| Claris advisors, llc / mo / | -9.00 |
| Voisard asset management group | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 112 | -33.33% | 20,014,095 | -25.95% | 7 | 7.63% | 64 | -29.67% | 32 | -33.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.75M | 0.62% | 11.58K |
| Vanguard US Total Market Shares ETF | 1.74M | 0.62% | - |
| Vanguard Small Cap Index | 1.43M | 0.51% | 1.18K |
| WisdomTree US SmallCap Dividend ETF | 1.10M | 0.39% | - |
| Global X SuperDividend™ US ETF | 966.76K | 0.34% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 822.85K | 0.29% | 1.34K |
| Vanguard Small Cap Growth Index Inv | 800.31K | 0.28% | -7.60K |
| DFA US Small Cap I | 490.51K | 0.17% | 3.69K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 438.80K | 0.16% | - |
| CRM Small/Mid Cap Value Inv | 359.40K | 0.13% | 106.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2025 | Asher Anthony J | - | Sell | $164.03K |
| Mar 03, 2025 | Stefanski Marc A | Chairman, President and CEO | Sell | $232.95K |
| Feb 28, 2025 | Stefanski Marc A | Chairman, President and CEO | Sell | $459.20K |
| Feb 27, 2025 | Stefanski Marc A | Chairman, President and CEO | Sell | $455.00K |
| Feb 26, 2025 | Weir Daniel F | - | Sell | $131.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 11 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | 2 | 4 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 6 |
TFSL Ownership FAQ
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