TFS Financial Ownership | Who Owns TFS Financial?

Overview Forecast RevenueFinancials Chart

TFS Financial Ownership Summary

TFS Financial is owned by 7.53% institutional investors, 0.48% insiders, and 92.00% 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	7.53%	0.48%	92.00%
Sector	Financial Services Stocks	32.03%	15.42%	52.55%
Industry	Regional Banks Stocks	31.54%	12.64%	55.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	5.00M	1.79%	$66.93M
Blackrock funding, inc. /de	4.03M	1.45%	$53.90M
Blackrock	3.16M	1.14%	$39.85M
Dimensional fund advisors lp	2.93M	1.05%	$39.23M
Renaissance	2.66M	0.95%	$35.55M
Lakewood capital management, lp	2.53M	0.91%	$33.38M
State street	1.97M	0.71%	$26.31B
Bank of new york mellon	1.87M	0.67%	$25.01M
Cramer rosenthal mcglynn	1.17M	0.42%	$15.39M
Geode capital management	1.14M	0.41%	$15.28M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Lakewood capital management, lp	2.53M	2.52%	$33.38M
Sage investment counsel	116.83K	1.72%	$1.56M
Gator capital management	470.13K	1.28%	$6.29M
Cramer rosenthal mcglynn	1.17M	0.96%	$15.39M
Avise financial cooperative	28.28K	0.34%	$378.41K
Arden trust	85.31K	0.15%	$1.08M
Vision capital management	90.37K	0.15%	$1.21M
Covestor	19.13K	0.13%	$256.00K
Harbor advisors	42.26K	0.08%	$565.44K
Maridea wealth management	38.73K	0.08%	$518.14K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	4.03M	0.00%	500.75K
Gator capital management	470.13K	1.28%	470.13K
Lakewood capital management, lp	2.53M	2.52%	420.00K
Norges bank	392.26K	0.00%	392.26K
State street	1.97M	0.00%	387.99K

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	-	-	-933.46K
Brandywine global investment management	-	-	-501.52K
Renaissance	2.66M	0.06%	-497.00K
Fj capital management	-	-	-362.56K
Atom investors lp	-	-	-224.15K

New Positions

Holder	Shares	% Assets	Change	Value
Gator capital management	470.13K	1.28%	470.13K	$6.29M
Norges bank	392.26K	0.00%	392.26K	$5.25M
Centerbook partners lp	109.95K	0.07%	109.95K	$1.47M
Summit trail advisors	35.60K	0.01%	35.60K	$469.08K
Avise financial cooperative	28.28K	0.34%	28.28K	$378.41K

Sold Out

Holder	Change
Tfo-tdc	-1.00
True wealth design	-2.00
Picton mahoney asset management	-5.00
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 %
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%
Dec 31, 2024	112	-33.33%	20,014,095	-25.95%	7	7.63%	64	-29.67%	32	-33.33%

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
Feb 13, 2026	Stefanski Marc A	Chairman, President and CEO	Sell	$15.00K
Feb 17, 2026	Stefanski Marc A	Chairman, President and CEO	Sell	$557.08K
Feb 12, 2026	Stefanski Marc A	Chairman, President and CEO	Sell	$107.45K
Feb 11, 2026	Stefanski Marc A	Chairman, President and CEO	Sell	$105.00
Feb 11, 2026	WEIL MEREDITH S	Chief Financial Officer	Sell	$193.02K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	7
2025 Q4	1	4
2025 Q3	1	4
2025 Q2	-	5
2025 Q1	-	11

TFSL Ownership FAQ

Who Owns TFS Financial?

TFS Financial shareholders are primarily institutional investors at 7.53%, followed by 0.48% insiders and 91.99% retail investors. The average institutional ownership in TFS Financial's industry, Regional Banks Stocks, is 31.54%, 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 (4.03M shares, 1.45%), and Blackrock (3.16M shares, 1.14%). Together, they hold 4.38% 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?

Lakewood capital management, lp is TFS Financial’s biggest shareholder by percentage of total assets invested, with 2.52% of its assets in 2.53M TFS Financial shares, valued at 33.38M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of TFS Financial shares, with 0.62% of its total shares outstanding invested in 1.74M TFS Financial shares.

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