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TFS Financial (TFSL) Institutional Ownership

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$17.64 +0.14 (+0.80%)
As of 08/21/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for TFS Financial (NASDAQ:TFSL)

Current
Institutional Ownership
Percentage
9.81%
Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$231.75M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$16.61M
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TFSL Institutional Buying and Selling by Quarter

TFS Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 HB Wealth Management LLC21,541$382K0.0%-12.9%0.008%
8/21/2026 AXQ Capital LP28,816$511K0.1%-60.7%0.010%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC158,929$2.82M0.0%-3.2%0.057%
8/19/2026 Toth Financial Advisory Corp2,000$35K0.0%N/A0.001%
8/19/2026 Archer Investment Corp6,718$119K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio14,906$264K0.0%N/A0.005%
8/17/2026 Corient Private Wealth LP110,168$1.95M0.0%N/A0.039%
8/17/2026 Punch & Associates Investment Management Inc.11,020$195K0.0%N/A0.004%
8/17/2026 Bank of America Corp DE881,292$15.62M0.0%N/A0.314%
8/15/2026 Jupiter Topco LLC24,830$440K0.0%N/A0.009%
8/14/2026 Lakewood Capital Management LP2,070,382$36.69M1.9%N/A0.738%
8/14/2026 Legal & General Group Plc55,338$981K0.0%N/A0.020%
8/14/2026 The Manufacturers Life Insurance Company 30,761$545K0.0%N/A0.011%
8/13/2026 Sanctuary Advisors LLC12,027$213K0.0%N/A0.004%
8/11/2026 Allworth Financial LP2,026$36K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.10,143$180K0.0%N/A0.004%
8/8/2026 Meeder Advisory Services Inc.36,845$653K0.0%N/A0.013%
8/7/2026 BlackRock Inc.3,916,394$69.40M0.0%N/A1.397%
8/7/2026 Deutsche Bank AG4,223$75K0.0%N/A0.002%
8/7/2026 Perigon Wealth Management LLC15,367$272K0.0%N/A0.005%
8/7/2026 Beverly Hills Private Wealth LLC374,186$6.63M1.3%N/A0.133%
8/7/2026 Avise Financial Cooperative Inc.31,108$551K0.4%N/A0.011%
8/6/2026 Global Retirement Partners LLC2,469$44K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp1,872,255$33.18M0.0%N/A0.668%
8/6/2026 Maridea Wealth Management LLC41,425$734K0.1%N/A0.015%
7/9/2026 Hennion & Walsh Asset Management Inc.17,006$301K0.0%+10.9%0.006%
6/3/2026 Parallel Advisors LLC29,957$421K0.0%+11.6%0.011%
5/19/2026 Bank of America Corp DE1,009,309$14.18M0.0%+27.1%0.360%
5/18/2026 EverSource Wealth Advisors LLC2,706$38K0.0%+45.1%0.001%
5/18/2026 Royal Bank of Canada9,658$136K0.0%+1,237.7%0.003%
5/16/2026 The Manufacturers Life Insurance Company14,245$200K0.0%+11.3%0.005%
5/16/2026 Quantinno Capital Management LP405,322$5.70M0.0%+53.0%0.145%
5/15/2026 Punch & Associates Investment Management Inc.11,020$155K0.0%N/A0.004%
5/14/2026 Renaissance Technologies LLC2,549,491$35.82M0.1%-4.0%0.909%
5/14/2026 Hilltop Holdings Inc.23,614$332K0.0%-34.4%0.008%
5/13/2026 Cetera Investment Advisers46,928$659K0.0%+4.8%0.017%
5/13/2026 First Trust Advisors LP100,168$1.41M0.0%-10.1%0.036%
5/7/2026 Commonwealth Financial Services LLC10,909$153K0.0%N/A0.004%
5/7/2026 Meeder Advisory Services Inc.36,939$519K0.0%+3.6%0.013%
5/7/2026 Dimensional Fund Advisors LP3,083,792$43.32M0.0%+5.2%1.099%
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5/7/2026 Parallel Advisors LLC29,957$421K0.0%+11.6%0.011%
5/5/2026 Bank of New York Mellon Corp1,868,620$26.25M0.0%0.0%0.666%
5/1/2026 Sequoia Financial Advisors LLC45,418$638K0.0%+2.6%0.016%
4/28/2026 Abel Hall LLC12,830$180K0.0%N/A0.005%
4/27/2026 HB Wealth Management LLC24,735$348K0.0%+10.9%0.009%
4/25/2026 Keybank National Association OH17,912$252K0.0%N/A0.006%
4/25/2026 Vision Capital Management Inc.80,055$1.13M0.1%-11.4%0.029%
4/23/2026 Inspire Investing LLC36,592$514K0.0%+4.8%0.013%
4/22/2026 Pictet Asset Management Holding SA10,969$154K0.0%N/A0.004%
4/22/2026 Sterling Capital Management LLC1,761$25K0.0%-43.2%0.001%
4/17/2026 Capital Advisors Ltd. LLC11,067$155K0.0%+14,461.8%0.004%
4/16/2026 SG Americas Securities LLC39,408$554K0.0%-29.6%0.014%
3/9/2026 Corient Private Wealth LLC24,319$325K0.0%+26.5%0.009%
2/24/2026DGS Capital Management LLC10,450$140K0.0%N/A0.004%
2/19/2026 Invesco Ltd.116,268$1.56M0.0%-0.9%0.041%
2/19/2026 Corient Private Wealth LLC23,263$311K0.0%+21.0%0.008%
2/18/2026 Mercer Global Advisors Inc. ADV32,636$437K0.0%+74.7%0.012%
2/18/2026 Empowered Funds LLC2,112$28K0.0%N/A0.001%
2/18/2026 VARCOV Co.10,896$146K0.1%N/A0.004%
2/18/2026 Occudo Quantitative Strategies LP84,807$1.14M0.1%N/A0.030%
2/18/2026 Millennium Management LLC92,551$1.24M0.0%-14.8%0.033%
2/17/2026 Schonfeld Strategic Advisors LLC104,201$1.39M0.0%N/A0.037%
2/17/2026 AQR Capital Management LLC44,959$602K0.0%+82.8%0.016%
2/17/2026 Cetera Investment Advisers44,787$599K0.0%-8.7%0.016%
2/17/2026 Hilltop Holdings Inc.36,020$482K0.0%N/A0.013%
2/17/2026 Price T Rowe Associates Inc. MD27,156$364K0.0%+5.4%0.010%
2/17/2026 Osaic Holdings Inc.33,283$445K0.0%-11.0%0.012%
2/17/2026California State Teachers Retirement System54,902$735K0.0%-8.5%0.020%
2/17/2026 Russell Investments Group Ltd.18,990$254K0.0%+35.4%0.007%
2/16/2026 Squarepoint Ops LLC214,200$2.87M0.0%+90.4%0.076%
2/16/2026 Mariner LLC16,798$225K0.0%+18.8%0.006%
2/16/2026 Barclays PLC26,688$357K0.0%+447.9%0.010%
2/13/2026 Kestra Advisory Services LLC7,907$106K0.0%N/A0.003%
2/13/2026 CANADA LIFE ASSURANCE Co28,948$387K0.0%+9.4%0.010%
2/13/2026 Rafferty Asset Management LLC69,670$932K0.0%+14.9%0.025%
2/13/2026 First Trust Advisors LP111,456$1.49M0.0%-28.5%0.040%
2/13/2026 State Street Corp1,966,004$26.31M0.0%+24.6%0.701%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC156,933$2.10M0.0%-1.3%0.056%
2/13/2026 Wells Fargo & Company MN8,419$113K0.0%+10.1%0.003%
2/13/2026 Gator Capital Management LLC470,125$6.29M1.3%N/A0.168%
2/12/2026 Orion Porfolio Solutions LLC20,834$279K0.0%+8.7%0.007%
2/12/2026 Commonwealth Equity Services LLC14,866$199K0.0%+25.9%0.005%
2/12/2026 Renaissance Technologies LLC2,656,791$35.55M0.1%-15.8%0.947%
2/12/2026 Dimensional Fund Advisors LP2,931,751$39.23M0.0%+2.3%1.045%
2/12/2026 Campbell & CO Investment Adviser LLC95,521$1.28M0.1%+58.3%0.034%
2/12/2026 Swiss National Bank110,700$1.48M0.0%+1.7%0.039%
2/12/2026 Nuveen LLC163,197$2.18M0.0%+32.5%0.058%
2/11/2026 Empowered Funds LLC2,112$28K0.0%N/A0.001%
2/11/2026 Meeder Advisory Services Inc.35,657$477K0.0%+38.7%0.013%
2/11/2026 CenterBook Partners LP109,948$1.47M0.1%N/A0.039%
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2/11/2026 Parallel Advisors LLC26,837$359K0.0%+4.6%0.010%
2/11/2026 Avise Financial Cooperative Inc.28,282$378K0.3%N/A0.010%
2/11/2026 Vise Technologies Inc.11,237$150K0.0%N/A0.004%
2/10/2026 Bank of New York Mellon Corp1,869,302$25.01M0.0%+23.2%0.666%
2/10/2026 Goldman Sachs Group Inc.93,281$1.25M0.0%+75.1%0.033%
2/10/2026 AXQ Capital LP14,466$194K0.0%N/A0.005%
2/10/2026 Norges Bank392,257$5.25M0.0%N/A0.140%
2/9/2026 Kestra Investment Management LLC214,499$2.87M0.1%+0.5%0.076%
2/9/2026 Clearstead Advisors LLC247,221$3.31M0.0%+12.6%0.088%
2/6/2026 Signature Estate & Investment Advisors LLC44,314$593K0.0%+17.3%0.016%


TFSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 166 institutional investors and hedge funds held shares of TFS Financial. The most heavily invested institutionals were BlackRock Inc. ($69.40M), Vanguard Group Inc. ($66.93M), Dimensional Fund Advisors LP ($43.32M), Lakewood Capital Management LP ($36.69M), Renaissance Technologies LLC ($35.82M), Bank of New York Mellon Corp ($33.18M), and State Street Corp ($26.31M).Learn more on TFS Financial's institutional investors.

9.81% of TFS Financial's stock is owned by institutional investors. Learn more on TFSL's institutional investor holdings.

Of the 152 institutional investors that purchased TFS Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($3.92M), Lakewood Capital Management LP ($2.49M), Bank of New York Mellon Corp ($2.27M), Bank of America Corp DE ($1.42M), Norges Bank ($1.17M), Gator Capital Management LLC ($470.13K), and State Street Corp ($387.99K).

Institutional investors have bought a total of 14,221,673 shares in the last 24 months. This purchase volume represents approximately $231.75M in transactions.

Of the 29 institutional investors that sold TFS Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Renaissance Technologies LLC ($604.30K), Vanguard Group Inc. ($175.40K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($83.74K), First Trust Advisors LP ($80.72K), Cramer Rosenthal Mcglynn LLC ($47.82K), AXQ Capital LP ($44.42K), and Vestmark Advisory Solutions Inc. ($32.06K).

Institutional investors have sold a total of 1,221,157 shares in the last 24 months. This volume of shares sold represents approximately $16.61M in transactions.



Institutional ownership data for NASDAQ:TFSL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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