TFS Financial Ownership | Who Owns TFS Financial?
TFS Financial Ownership Summary
TFS Financial is owned by 6.29% institutional investors, 0.46% insiders, and 93.24% retail investors. Vanguard group is the largest institutional shareholder, holding 1.83% of TFSL shares. Vanguard US Total Market Shares ETF 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 | 6.29% | 0.46% | 93.24% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.10M | 1.83% | $67.17M |
| Blackrock funding, inc. /de | 3.53M | 1.27% | $46.48M |
| Blackrock | 3.16M | 1.14% | $39.85M |
| Renaissance | 3.15M | 1.13% | $41.55M |
| Dimensional fund advisors lp | 2.87M | 1.03% | $37.76M |
| Lakewood capital management, lp | 2.53M | 0.91% | $33.38M |
| State street | 1.58M | 0.57% | $20.79M |
| Bank of new york mellon | 1.52M | 0.54% | $19.99M |
| Cramer rosenthal mcglynn | 1.17M | 0.42% | $15.39M |
| Geode capital management | 1.14M | 0.41% | $15.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lakewood capital management, lp | 2.53M | 2.52% | $33.38M |
| Sage investment counsel | 116.74K | 1.70% | $1.54M |
| Cramer rosenthal mcglynn | 1.17M | 0.96% | $15.39M |
| Compass wealth management | 16.38K | 0.76% | $3.40M |
| Longboard asset management, lp | 17.38K | 0.37% | $229.03K |
| Arden trust | 85.31K | 0.15% | $1.08M |
| Vision capital management | 92.34K | 0.15% | $1.22M |
| Covestor | 19.24K | 0.14% | $253.00K |
| Park circle | 9.90K | 0.11% | $130.55K |
| Harbor advisors | 42.26K | 0.09% | $556.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lakewood capital management, lp | 2.53M | 2.52% | 420.00K |
| Norges bank | 373.33K | 0.00% | 373.33K |
| Two sigma investments, lp | 254.65K | 0.01% | 189.28K |
| State street | 1.58M | 0.00% | 186.04K |
| Renaissance | 3.15M | 0.05% | 160.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -933.46K |
| Brandywine global investment management | - | - | -501.52K |
| Fj capital management | - | - | -362.56K |
| Atom investors lp | - | - | -224.15K |
| Inspire advisors | - | - | -83.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 373.33K | 0.00% | 373.33K | $4.69M |
| Summit trail advisors | 35.60K | 0.01% | 35.60K | $469.08K |
| Ilex capital partners (uk) llp | 22.66K | 0.01% | 22.66K | $298.48K |
| Longboard asset management, lp | 17.38K | 0.37% | 17.38K | $229.03K |
| Stratos wealth partners | 15.43K | 0.00% | 15.43K | $203.25K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Picton mahoney asset management | -5.00 |
| Rothschild investment | -8.00 |
| Claris advisors, llc / mo / | -9.00 |
| Umb bank, n.a. | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 107 | -38.15% | 17,539,161 | -39.36% | 6 | 5.84% | 49 | -50.51% | 35 | -18.60% |
| Jun 30, 2025 | 180 | -5.26% | 30,316,157 | 7.53% | 10 | 10.63% | 102 | 6.25% | 46 | -25.81% |
| Mar 31, 2025 | 6 | -96.67% | 542,103 | -98.05% | - | 0.20% | 5 | -95.19% | 1 | -97.96% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.74M | 0.62% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 0.62% | -38.43K |
| Vanguard Small Cap Index | 1.36M | 0.49% | -9.06K |
| WisdomTree US SmallCap Dividend ETF | 1.10M | 0.39% | - |
| Global X SuperDividend™ US ETF | 1.01M | 0.36% | -3.58K |
| Vanguard Small Cap Growth Index Inv | 764.15K | 0.27% | -291.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 571.84K | 0.20% | -248.84K |
| Jupiter Merian Glb Eq AbsRet I USD Acc | 543.88K | 0.19% | 543.88K |
| DFA US Small Cap I | 499.10K | 0.18% | - |
| SPDR® S&P Regional Banking ETF | 448.64K | 0.16% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 24, 2025 | Rubino Andrew J | Chief Operating Officer | Sell | $71.15K |
| Nov 12, 2025 | WEIL MEREDITH S | Chief Financial Officer | Sell | $207.75K |
| Sep 11, 2025 | Weir Daniel F | - | Sell | $52.14K |
| Sep 02, 2025 | WEIL MEREDITH S | Chief Financial Officer | Sell | $205.50K |
| Aug 29, 2025 | Stefanski Marc A | Chairman, President and CEO | Sell | $102.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | 1 | 4 |
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | 11 |
| 2024 Q4 | - | 1 |
TFSL Ownership FAQ
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