TFS Financial Ownership | Who Owns TFS Financial?
TFS Financial Ownership Summary
TFS Financial is owned by 10.88% institutional investors, 0.45% insiders, and 88.67% retail investors. Vanguard group is the largest institutional shareholder, holding 1.90% 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 | 10.88% | 0.45% | 88.67% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.28M | 1.90% | $66.32M |
| Blackrock funding, inc. /de | 3.56M | 1.28% | $46.05M |
| Blackrock | 3.16M | 1.14% | $39.85M |
| Renaissance | 3.09M | 1.11% | $38.81M |
| Dimensional fund advisors lp | 2.56M | 0.92% | $32.15M |
| Lakewood capital management, lp | 2.11M | 0.76% | $27.37M |
| Bank of new york mellon | 1.53M | 0.55% | $19.20M |
| State street | 1.30M | 0.47% | $16.44M |
| Cramer rosenthal mcglynn | 1.22M | 0.44% | $15.75M |
| Geode capital management | 1.10M | 0.39% | $13.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lakewood capital management, lp | 2.11M | 2.04% | $27.37M |
| Cramer rosenthal mcglynn | 1.22M | 1.08% | $15.75M |
| Vision capital management | 102.26K | 0.19% | $1.28M |
| Arden trust | 85.31K | 0.15% | $1.08M |
| Covestor | 16.59K | 0.13% | $215.00K |
| Park circle | 9.90K | 0.11% | $128.27K |
| Harbor advisors | 42.26K | 0.09% | $547.27K |
| Kestra investment management | 208.61K | 0.08% | $2.58M |
| Sherbrooke park advisers | 10.80K | 0.06% | $139.87K |
| Campbell & co investment adviser | 70.92K | 0.06% | $918.41K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lakewood capital management, lp | 2.11M | 2.04% | 1.66M |
| Blackrock funding, inc. /de | 3.56M | 0.00% | 435.66K |
| Norges bank | 373.33K | 0.00% | 373.33K |
| Ubs group | 138.88K | 0.00% | 91.95K |
| Vanguard group | 5.28M | 0.00% | 76.92K |
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 |
| Bank of new york mellon | 1.53M | 0.00% | -178.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 373.33K | 0.00% | 373.33K | $4.69M |
| Quantinno capital management lp | 20.70K | 0.00% | 20.70K | $259.94K |
| Quantbot technologies lp | 18.38K | 0.01% | 18.38K | $237.97K |
| Glenmede investment management, lp | 15.06K | 0.00% | 15.06K | $195.08K |
| Aqr capital management | 14.56K | 0.00% | 14.56K | $182.87K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Picton mahoney asset management | -5.00 |
| Claris advisors, llc / mo / | -9.00 |
| Jones financial companies lllp | -16.00 |
| Voisard asset management group | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 165 | 5.77% | 26,846,165 | -1.62% | 9 | 10.00% | 88 | 15.79% | 49 | 25.64% |
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 | 1.12M | 0.40% | -3.95K |
| Global X SuperDividend™ US ETF | 1.01M | 0.36% | 1.10K |
| 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 | 406.94K | 0.14% | 14.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 21, 2025 | Asher Anthony J | - | Buy | $499.57K |
| Aug 15, 2025 | Anderson Barbara J. | - | Sell | $156.60K |
| May 13, 2025 | Stefanski Gavin B | Chief Experience Officer | Sell | $47.21K |
| May 07, 2025 | Zbanek Cathy W | Chief Synergy Officer | Sell | $201.90K |
| May 08, 2025 | Asher Anthony J | - | Sell | $797.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | 11 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | 2 | 4 |
| 2024 Q2 | - | 5 |
TFSL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools