TFS Financial Ownership | Who Owns TFS Financial?
TFS Financial Ownership Summary
TFS Financial is owned by 13.23% institutional investors, 0.46% insiders, and 86.32% retail investors. Vanguard group is the largest institutional shareholder, holding 1.79% 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 | 13.23% | 0.46% | 86.32% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.00M | 1.79% | $66.93M |
| Blackrock funding, inc. /de | 3.75M | 1.34% | $52.65M |
| Blackrock | 3.16M | 1.14% | $39.85M |
| Dimensional fund advisors lp | 3.08M | 1.11% | $43.32M |
| Lakewood capital management, lp | 2.84M | 1.02% | $39.84M |
| Renaissance | 2.55M | 0.91% | $35.82M |
| State street | 2.36M | 0.85% | $33.19M |
| Mirae asset global etfs | 2.32M | 0.83% | $32.54M |
| Bank of new york mellon | 1.87M | 0.67% | $26.25M |
| Cramer rosenthal mcglynn | 1.18M | 0.42% | $16.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lakewood capital management, lp | 2.84M | 2.52% | $39.84M |
| Gator capital management | 687.80K | 1.98% | $9.66M |
| Sage investment counsel | 116.92K | 1.82% | $1.64M |
| Cramer rosenthal mcglynn | 1.18M | 1.21% | $16.55M |
| Beverly hills private wealth | 326.83K | 0.76% | $4.59M |
| Avise financial cooperative | 28.37K | 0.33% | $398.60K |
| Arden trust | 85.31K | 0.15% | $1.08M |
| Mangrove partners | 129.64K | 0.15% | $1.82M |
| Vision capital management | 80.06K | 0.14% | $1.12M |
| Axq capital, lp | 73.23K | 0.13% | $1.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 2.36M | 0.00% | 396.08K |
| Norges bank | 392.26K | 0.00% | 392.26K |
| Vanguard fiduciary trust | 323.36K | 0.00% | 323.36K |
| Exoduspoint capital management, lp | 276.99K | 0.03% | 276.99K |
| Squarepoint ops | 448.71K | 0.01% | 234.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | - | - | -933.46K |
| Brandywine global investment management | - | - | -501.52K |
| Fj capital management | - | - | -362.56K |
| Blackrock funding, inc. /de | 3.75M | 0.00% | -281.07K |
| Citadel advisors | 293.17K | 0.00% | -220.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 392.26K | 0.00% | 392.26K | $5.25M |
| Vanguard fiduciary trust | 323.36K | 0.00% | 323.36K | $4.54M |
| Exoduspoint capital management, lp | 276.99K | 0.03% | 276.99K | $3.89M |
| Mangrove partners | 129.64K | 0.15% | 129.64K | $1.82M |
| Atom investors lp | 112.27K | 0.11% | 112.27K | $1.58M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| True wealth design | -2.00 |
| Activest wealth management | -5.00 |
| Picton mahoney asset management | -5.00 |
| Claris advisors, llc / mo / | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 213 | 4.41% | 36,865,643 | 3.43% | 13 | 8.09% | 130 | 5.69% | 46 | -2.13% |
| Dec 31, 2025 | 119 | -36.36% | 20,978,744 | -33.32% | 7 | 5.91% | 68 | -33.98% | 24 | -52.94% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.74M | 0.62% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.71M | 0.61% | - |
| WisdomTree US SmallCap Dividend ETF | 1.46M | 0.52% | - |
| Vanguard Small Cap Index | 1.29M | 0.46% | -5.56K |
| Global X SuperDividend™ US ETF | 976.54K | 0.35% | - |
| State Street® SPDR® S&PRgnllBkgETF | 967.46K | 0.34% | -8.95K |
| Global X SuperDividend™ ETF | 824.82K | 0.29% | - |
| Vanguard Small Cap Growth Index Inv | 729.68K | 0.26% | -568.00 |
| Global X SuperDividend ETF USD Cap | 569.90K | 0.20% | 2.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 565.20K | 0.20% | 3.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 26, 2026 | Rubino Andrew J | Chief Operating Officer | Sell | $9.56K |
| May 18, 2026 | Zbanek Cathy W | Chief Synergy Officer | Sell | $152.60K |
| May 14, 2026 | Weir Daniel F | - | Buy | $105.14K |
| May 12, 2026 | Weir Daniel F | - | Buy | $313.11K |
| May 11, 2026 | WEIL MEREDITH S | Chief Financial Officer | Sell | $205.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | 4 |
| 2026 Q1 | 1 | 8 |
| 2025 Q4 | 1 | 4 |
| 2025 Q3 | 1 | 4 |
| 2025 Q2 | - | 5 |
TFSL Ownership FAQ
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