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 | 49.80% | 13.92% | 36.27% |
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 Q3 | - | 4 |
2024 Q2 | - | 5 |
2024 Q1 | - | 6 |
2023 Q4 | - | 8 |
2023 Q3 | - | 5 |
TFSL Ownership FAQ
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