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TFS Financial Ownership | Who Owns TFS Financial?

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TFS Financial Ownership Summary

TFS Financial is owned by 13.89% institutional investors, 0.46% insiders, and 85.65% retail investors. Vanguard group is the largest institutional shareholder, holding 1.79% of TFSL shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 0.64% of its assets in TFS Financial shares.

TFSL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockTFS Financial13.89%0.46%85.65%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group5.00M1.79%$66.93M
Blackrock funding, inc. /de3.92M1.40%$69.40M
Blackrock3.16M1.14%$39.85M
Dimensional fund advisors lp2.96M1.06%$52.50M
Vanguard capital management2.44M0.88%$43.30M
Mirae asset global etfs2.41M0.87%$42.76M
Renaissance2.38M0.86%$42.25M
State street2.26M0.81%$39.98M
Lakewood capital management, lp2.07M0.74%$36.69M
Bank of new york mellon1.87M0.67%$33.18M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sage investment counsel117.00K2.08%$2.07M
Gator capital management556.03K2.07%$9.85M
Lakewood capital management, lp2.07M1.89%$36.69M
Beverly hills private wealth374.19K1.26%$6.63M
Cramer rosenthal mcglynn1.16M1.04%$20.61M
Avise financial cooperative31.11K0.39%$551.23K
Occudo quantitative strategies lp220.40K0.21%$3.91M
Atom investors lp127.36K0.20%$2.26M
Vision capital management80.49K0.16%$1.43M
Mangrove partners129.64K0.15%$2.30M

Top Buyers

HolderShares% AssetsChange
Hrt financial lp500.10K0.02%489.71K
Exchange traded concepts396.74K0.03%396.74K
Sixth street partners management company306.49K0.00%306.49K
Squarepoint ops674.08K0.01%225.36K
Norges bank186.76K0.00%186.76K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---933.46K
Lakewood capital management, lp2.07M1.89%-765.00K
Brandywine global investment management---501.52K
Fj capital management---362.56K
Ubs group437.24K0.00%-248.53K

New Positions

HolderShares% AssetsChangeValue
Exchange traded concepts396.74K0.03%396.74K$7.03M
Sixth street partners management company306.49K0.00%306.49K$5.43M
Norges bank186.76K0.00%186.76K$3.31M
Marshall wace, llp132.61K0.00%132.61K$2.35M
Numerai gp90.48K0.13%90.48K$1.60M

Sold Out

HolderChange
Tfo-tdc-1.00
True wealth design-2.00
Curio wealth-3.00
Picton mahoney asset management-5.00
Vermillion wealth management-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20262378.22%38,738,6592.10%137.50%126-4.55%7045.83%
Mar 31, 20262134.41%36,865,6433.43%138.09%1305.69%46-2.13%
Dec 31, 2025119-36.36%20,978,744-33.32%75.91%68-33.98%24-52.94%
Sep 30, 2025107-38.15%17,539,161-39.36%65.84%49-50.51%35-18.60%
Jun 30, 2025180-5.26%30,316,1577.53%1010.63%1026.25%46-25.81%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Morn Total Stk Mkt Idx Investor1.78M0.64%75.50K
Vanguard Total Stock Mkt Idx Inv1.78M0.64%75.50K
Vanguard MStar Total Stk Mkt Idx Invest1.78M0.64%-
Vanguard US Total Market Shares ETF1.74M0.62%-
WisdomTree US SmallCap Dividend ETF1.47M0.52%-
Vanguard Small Cap Index1.29M0.46%6.40K
State Street® SPDR® S&PRgnllBkgETF1.05M0.37%-56.36K
Global X SuperDividend™ US ETF1.01M0.36%-
Global X SuperDividend™ ETF815.13K0.29%-
Vanguard MStar Small Cap Growth Indx Inv739.82K0.26%2.03K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 08, 2026Stefanski Marc A Chairman, President and CEOSell$172.80K
Sep 08, 2026Williams Ashley H-Sell$172.80K
Sep 03, 2026WEIL MEREDITH S Chief Financial OfficerSell$102.74K
Aug 31, 2026Anderson Barbara J.-Sell$108.76K
Aug 28, 2026WEIL MEREDITH S Chief Financial OfficerSell$10.80K

Insider Transactions Trends

DateBuySell
2026 Q3-6
2026 Q236
2026 Q118
2025 Q414
2025 Q314

TFSL Ownership FAQ

Who Owns TFS Financial?

TFS Financial shareholders are primarily institutional investors at 13.89%, followed by 0.46% insiders and 85.65% retail investors. The average institutional ownership in TFS Financial's industry, Regional Banks Stocks, is 56.79%, which TFS Financial falls below.

Who owns the most shares of TFS Financial?

TFS Financial’s largest shareholders are Vanguard group (5M shares, 1.79%), Blackrock funding, inc. /de (3.92M shares, 1.40%), and Blackrock (3.16M shares, 1.14%). Together, they hold 4.33% 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?

Sage investment counsel is TFS Financial’s biggest shareholder by percentage of total assets invested, with 2.08% of its assets in 117K TFS Financial shares, valued at 2.07M$.

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

Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund holder of TFS Financial shares, with 0.64% of its total shares outstanding invested in 1.78M TFS Financial shares.

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