TFS Financial Ownership | Who Owns TFS Financial?


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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


TypeName% Inst% Insiders% Retail
StockTFS Financial9.70%0.52%89.78%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group5.21M1.87%$65.72M
Renaissance3.29M1.18%$41.47M
Blackrock3.16M1.14%$39.85M
Dimensional fund advisors lp2.48M0.89%$31.26M
Bank of new york mellon1.66M0.60%$20.94M
Cramer rosenthal mcglynn1.43M0.51%$18.04M
State street1.30M0.47%$16.44M
Geode capital management1.06M0.38%$13.36M
Mirae asset global etfs890.50K0.32%$11.24M
Brandywine global investment management495.47K0.18%$6.25M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Cramer rosenthal mcglynn1.43M1.06%$18.04M
Vision capital management118.15K0.22%$1.49M
Arden trust85.31K0.15%$1.08M
Covestor16.09K0.13%$203.00K
Park circle9.90K0.12%$125.00K
Harbor advisors42.26K0.10%$533.32K
Renaissance3.29M0.07%$41.47M
Clearstead advisors242.21K0.05%$3.06M
Farmers trust20.00K0.05%$252.40K
Brandywine global investment management495.47K0.05%$6.25M

Top Buyers

HolderShares% AssetsChange
Mirae asset global etfs890.50K0.03%890.50K
Norges bank148.26K0.00%148.26K
Dimensional fund advisors lp2.48M0.01%122.56K
Ubs asset management americas174.61K0.00%87.14K
Signature estate & investment advisors72.47K0.02%72.47K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---933.46K
Renaissance3.29M0.07%-121.20K
State street1.30M0.00%-112.76K
Cramer rosenthal mcglynn1.43M1.06%-107.25K
Inspire advisors---83.86K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs890.50K0.03%890.50K$11.24M
Norges bank148.26K0.00%148.26K$1.87M
Signature estate & investment advisors72.47K0.02%72.47K$914.58K
Frank, rimerman advisors30.67K0.03%30.67K$387.04K
Exoduspoint capital management, lp25.48K0.00%25.48K$322.00K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024165-0.60%27,003,7020.59%910.41%901.12%48-2.04%
Jun 30, 20241655.77%26,846,165-1.62%910.00%8815.79%4925.64%
Mar 31, 20241564.00%27,288,610-0.82%910.02%76-5.00%39-13.33%
Dec 31, 20231505.63%27,514,2475.02%911.11%8029.03%45-6.25%
Sep 30, 2023142-2.07%26,199,484-2.41%910.08%62-21.52%489.09%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.74M0.62%2.64K
Vanguard Small Cap Index1.41M0.51%2.75K
WisdomTree US SmallCap Dividend ETF1.31M0.47%2.21K
Global X SuperDividend™ US ETF908.89K0.32%-
Vanguard Institutional Extnd Mkt Idx Tr799.70K0.28%-10.23K
Vanguard Small Cap Growth Index Inv775.50K0.28%432.00
DFA US Small Cap I474.21K0.17%-
SPDR® S&P Regional Banking ETF421.99K0.15%-1.28K
State St Russell Sm/Mid Cp® Indx NL Cl C341.40K0.12%-11.20K
DFA US Core Equity 2 I339.92K0.12%-

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
2024 Q3-4
2024 Q2-5
2024 Q1-6
2023 Q4-8
2023 Q3-5

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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