TFS FINL CORP (TFSL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 38,492,298 shares against 280,442,755 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $69.4M | 3,916,394 | 0.00% | 8q | +4.5%+$3.0M |
| DIMENSIONAL FUND ADVISORS LP | $52.5M | 2,962,855 | 0.01% | 31q | -3.9%-$2.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $43.3M | 2,443,618 | 0.00% | 2q | +3.8%+$1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $42.8M | 2,413,092 | 0.05% | 9q | +4.2%+$1.7M |
| RENAISSANCE TECHNOLOGIES LLC | $42.3M | 2,384,391 | 0.06% | 31q | -6.5%-$2.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $40.5M | 2,284,772 | 0.00% | 2q | HELD |
| STATE STREET CORP | $40.0M | 2,256,225 | 0.00% | 31q | -4.5%-$1.9M |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $36.7M | 2,070,382 | 1.89% | 6q | -27.0%-$13.6M |
| Bank of New York Mellon Corp | $33.2M | 1,872,255 | 0.01% | 31q | HELD |
| CRAMER ROSENTHAL MCGLYNN LLC | $20.6M | 1,162,917 | 1.04% | 14q | -1.3%-$260.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $20.5M | 1,156,411 | 0.00% | 31q | -1.4%-$292.1K |
| BANK OF AMERICA CORP /DE/ | $15.6M | 881,292 | 0.00% | 31q | -12.7%-$2.3M |
| MORGAN STANLEY | $13.2M | 742,813 | 0.00% | 35q | -6.7%-$952.6K |
| Squarepoint Ops LLC | $11.9M | 674,075 | 0.01% | 13q | +50.2%+$4.0M |
| Gator Capital Management, LLC | $9.9M | 556,030 | 2.07% | 3q | -19.2%-$2.3M |
| HRT FINANCIAL LP | $8.9M | 500,101 | 0.02% | 2q | +4711.4%+$8.7M |
| TWO SIGMA INVESTMENTS, LP | $8.8M | 496,877 | 0.01% | 6q | +54.1%+$3.1M |
| Quantinno Capital Management LP | $8.6M | 484,333 | 0.01% | 7q | +19.5%+$1.4M |
| UBS Group AG | $7.7M | 437,238 | 0.00% | 31q | -36.2%-$4.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $7.0M | 396,738 | 0.03% | new | NEW |
| Beverly Hills Private Wealth, LLC | $6.6M | 374,186 | 1.26% | 3q | +14.5%+$839.1K |
| Schonfeld Strategic Advisors LLC | $6.0M | 339,081 | 0.02% | 3q | +24.0%+$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $5.8M | 327,788 | 0.00% | 2q | +1.4%+$78.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.4M | 306,486 | 0.00% | 31q | -1.3%-$69.1K |
| NORTHERN TRUST CORP | $5.1M | 290,080 | 0.00% | 31q | +16.8%+$739.1K |
| Nuveen, LLC | $4.4M | 248,974 | 0.00% | 6q | +49.4%+$1.5M |
| Clearstead Advisors, LLC | $4.2M | 238,605 | 0.04% | 31q | -1.4%-$60.9K |
| CITADEL ADVISORS LLC | $4.2M incl. $193.1K options CALL | 224,114 | 0.00% | 26q | -23.6%-$1.3M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3.9M | 220,402 | 0.21% | 3q | +111.0%+$2.1M |
| Pathstone Holdings, LLC | $3.6M | 204,417 | 0.01% | 11q | -8.8%-$350.4K |
| Kestra Investment Management, LLC | $3.3M | 188,122 | 0.06% | 8q | -7.8%-$280.8K |
| NORGES BANK | $3.3M | 186,757 | 0.00% | 32q | -52.4%-$3.6M |
| Vestmark Advisory Solutions, Inc. | $3.0M | 170,946 | 0.03% | 12q | +27.2%+$648.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.8M | 158,929 | 0.00% | 31q | -3.2%-$93.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.8M | 158,142 | 0.00% | 31q | -2.0%-$56.7K |
| GOLDMAN SACHS GROUP INC | $2.7M | 153,464 | 0.00% | 31q | +6.3%+$162.3K |
| MARSHALL WACE, LLP | $2.3M | 132,607 | 0.00% | new | NEW |
| MANGROVE PARTNERS IM, LLC | $2.3M | 129,642 | 0.15% | 2q | HELD |
| Atom Investors LP | $2.3M | 127,365 | 0.20% | 2q | +13.5%+$267.6K |
| Brevan Howard Capital Management LP | $2.1M | 119,409 | 0.02% | 2q | +105.4%+$1.1M |
| Sage Investment Counsel LLC | $2.1M | 116,998 | 2.08% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M incl. $1.3M options CALL | 40,989 | 0.00% | 26q | -55.9%-$2.6M |
| D. E. Shaw & Co., Inc. | $2.0M | 111,041 | 0.00% | 2q | +32.5%+$482.2K |
| Corient Private Wealth LP | $1.9M | 109,494 | 0.00% | 7q | +4.1%+$77.1K |
| Invesco Ltd. | $1.9M | 109,346 | 0.00% | 31q | -7.8%-$165.0K |
| Swiss National Bank | $1.8M | 104,200 | 0.00% | 31q | -5.9%-$115.2K |
| Creative Planning | $1.8M | 104,037 | 0.00% | 16q | +11.9%+$195.7K |
| FIRST TRUST ADVISORS LP | $1.8M | 100,130 | 0.00% | 31q | HELD |
| Numerai GP LLC | $1.6M | 90,482 | 0.13% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 84,289 | 0.00% | 7q | +59.2%+$550.5K |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 103,170 | 0.00% | 31q | -16.9%-$293.8K |
| AMERICAN CENTURY COMPANIES INC | $1.4M | 80,979 | 0.00% | 3q | +59.4%+$534.7K |
| Vision Capital Management, Inc. | $1.4M | 80,493 | 0.16% | 31q | +0.5%+$7.8K |
| CITIGROUP INC | $1.4M | 76,774 | 0.00% | 31q | -31.8%-$635.0K |
| ExodusPoint Capital Management, LP | $1.3M | 73,888 | 0.01% | 2q | -73.3%-$3.6M |
| Rafferty Asset Management, LLC | $1.1M | 64,857 | 0.00% | 11q | -16.8%-$232.5K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.1M | 62,790 | 0.00% | 2q | -18.0%-$244.6K |
| Legal & General Group Plc | $980.6K | 55,338 | 0.00% | 31q | +3.8%+$35.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $941.3K | 53,118 | 0.00% | 2q | HELD |
| MIRABELLA FINANCIAL SERVICES LLP | $937.6K | 52,911 | 0.09% | 2q | +232.6%+$655.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $936.4K | 52,847 | 0.00% | 31q | -3.0%-$29.5K |
| Summit Trail Advisors, LLC | $929.3K | 52,445 | 0.01% | 4q | -19.4%-$224.1K |
| Focus Partners Wealth | $902.5K | 50,931 | 0.00% | 8q | +9.1%+$75.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $888.5K | 50,142 | 0.00% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $878.2K | 49,558 | 0.02% | 4q | HELD |
| RHUMBLINE ADVISERS | $858.9K | 48,471 | 0.00% | 31q | -9.8%-$93.8K |
| Russell Investments Group, Ltd. | $844.2K | 47,642 | 0.00% | 31q | +173.7%+$535.7K |
| Frank, Rimerman Advisors LLC | $834.0K | 47,067 | 0.05% | 9q | HELD |
| BARCLAYS PLC | $810.8K | 45,755 | 0.00% | 31q | +17.4%+$120.3K |
| Frec Markets, Inc. | $799.5K | 45,116 | 0.07% | 2q | +156.3%+$487.5K |
| Ethic Inc. | $788.7K | 44,507 | 0.01% | new | NEW |
| Harbor Advisors LLC | $748.8K | 42,260 | 0.09% | 31q | HELD |
| Cetera Investment Advisers | $734.2K | 41,432 | 0.00% | 10q | -11.7%-$97.4K |
| Maridea Wealth Management LLC | $734.1K | 41,425 | 0.08% | 7q | +7.0%+$48.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $721.5K | 40,718 | 0.00% | 10q | +7.6%+$50.7K |
| Campbell & CO Investment Adviser LLC | $693.8K | 39,154 | 0.04% | 10q | +69.4%+$284.2K |
| OSAIC HOLDINGS, INC. | $685.2K | 38,667 | 0.00% | 26q | +11.1%+$68.6K |
| Inspire Investing, LLC | $680.4K | 38,395 | 0.03% | 16q | +4.9%+$31.9K |
| XTX Topco Ltd | $677.6K | 38,239 | 0.01% | new | NEW |
| Meeder Advisory Services, Inc. | $652.9K | 36,845 | 0.02% | 8q | HELD |
| Farther Finance Advisors, LLC | $602.8K | 34,021 | 0.00% | 15q | -3.5%-$21.8K |
| Parallel Advisors, LLC | $585.6K | 33,044 | 0.01% | 31q | +10.3%+$54.7K |
| VICTORY CAPITAL MANAGEMENT INC | $571.8K | 32,269 | 0.00% | 14q | +0.9%+$5.3K |
| Jain Global LLC | $567.8K | 32,043 | 0.00% | new | NEW |
| Sequoia Financial Advisors, LLC | $564.5K | 31,859 | 0.00% | 10q | -29.9%-$240.3K |
| Avise Financial Cooperative, Inc. | $551.2K | 31,108 | 0.39% | 3q | +9.7%+$48.5K |
| DARK FOREST CAPITAL MANAGEMENT LP | $548.6K | 30,958 | 0.04% | 2q | +109.1%+$286.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $545.1K | 30,761 | 0.00% | 4q | +115.9%+$292.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $543.0K | 30,611 | 0.00% | 31q | -5.4%-$30.9K |
| CANADA LIFE ASSURANCE Co | $511.0K | 28,852 | 0.00% | 27q | -5.8%-$31.5K |
| AXQ CAPITAL, LP | $510.6K | 28,816 | 0.06% | 3q | -60.7%-$787.0K |
| Caprock Group, LLC | $475.3K | 26,822 | 0.01% | 4q | +32.8%+$117.5K |
| SG Americas Securities, LLC | $470.0K | 26,531 | 0.00% | 11q | -32.7%-$228.1K |
| BNP PARIBAS FINANCIAL MARKETS | $449.3K | 25,353 | 0.00% | 31q | +654.8%+$389.7K |
| Jupiter Topco LLC | $439.9K | 24,830 | 0.00% | new | FIRST |
| Kovack Advisors, Inc. | $437.3K | 24,484 | 0.02% | new | NEW |
| GATEWAY INVESTMENT ADVISERS LLC | $427.2K | 24,106 | 0.00% | 2q | HELD |
| LPL Financial LLC | $411.0K | 23,192 | 0.00% | 23q | +23.4%+$77.8K |
| Police & Firemen's Retirement System of New Jersey | $401.0K | 22,629 | 0.00% | 7q | HELD |
| Treasurer of the State of North Carolina | $395.0K | 22,271 | 0.00% | 34q | -0.7%-$2.8K |
Showing the largest 100 of 240 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-24 | 2026-09-24 | Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-12 | Weir Daniel F | Director | Bought | 21,000 | $313.1K |
| 2026-05-11 | WEIL MEREDITH S | Chief Financial Officer | Sold | 13,756 | $205.1K |
| 2026-09-08 | Stefanski Marc A | Chairman, President and CEO | Sold | 10,000 | $172.8K |
| 2026-09-08 | Williams Ashley H | Director | Sold | 10,000 | $172.8K |
| 2026-09-11 | Stefanski Bradley T | Chief Strategy Officer | Sold | 10,000 | $169.4K |
| 2026-05-18 | Zbanek Cathy W | Chief Synergy Officer | Sold | 10,000 | $152.6K |
| 2026-08-05 | Stefanski Gavin B | Chief Experience Officer | Sold | 6,500 | $119.3K |
| 2026-05-29 | Weir Daniel F | Director | Bought | 7,000 | $111.0K |
| 2026-08-31 | Anderson Barbara J. | Director | Sold | 6,100 | $108.8K |
| 2026-05-14 | Weir Daniel F | Director | Bought | 7,000 | $105.1K |
| 2026-09-03 | WEIL MEREDITH S | Chief Financial Officer | Sold | 5,861 | $102.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 54 | $17.8M | 1,101,012 | 8 | 18 | 4 | 0.0% |
| Q2 2026 | 240 | $684.2M | 38,492,298 | 43 | 79 | 69 | 0.4% |
| Q1 2026 | 218 | $534.5M | 37,943,325 | 38 | 82 | 46 | 0.3% |
| Q4 2025 | 206 | $478.0M | 35,662,791 | 34 | 75 | 47 | 0.2% |
| Q3 2025 | 186 | $415.6M | 31,471,565 | 29 | 65 | 50 | 0.2% |
| Q2 2025 | 180 | $396.9M | 30,549,909 | 18 | 79 | 45 | 0.4% |
| Q1 2025 | 191 | $358.9M | 28,816,178 | 33 | 63 | 61 | 0.5% |
| Q4 2024 | 177 | $350.6M | 27,801,242 | 23 | 65 | 48 | 0.4% |
| Q3 2024 | 170 | $352.3M | 27,263,186 | 32 | 53 | 46 | 0.4% |
| Q2 2024 | 161 | $340.4M | 26,864,634 | 27 | 54 | 48 | 0.4% |
| Q1 2024 | 154 | $357.0M | 28,296,926 | 22 | 45 | 36 | 0.4% |
| Q4 2023 | 150 | $413.4M | 27,956,385 | 20 | 53 | 43 | 0.7% |
| Q3 2023 | 141 | $315.6M | 26,608,289 | 14 | 43 | 50 | 0.3% |
| Q2 2023 | 143 | $339.0M | 26,861,457 | 20 | 52 | 41 | 0.4% |
| Q1 2023 | 147 | $323.2M | 25,523,515 | 22 | 52 | 44 | 0.2% |
| Q4 2022 | 148 | $359.5M | 24,903,136 | 26 | 53 | 44 | 0.2% |
| Q3 2022 | 138 | $336.3M | 25,790,703 | 21 | 53 | 35 | 0.3% |
| Q2 2022 | 136 | $361.2M | 26,169,163 | 20 | 42 | 42 | 0.5% |
| Q1 2022 | 135 | $438.8M | 26,250,447 | 21 | 51 | 30 | 0.7% |
| Q4 2021 | 132 | $475.0M | 26,278,765 | 20 | 41 | 36 | 1.1% |
| Q3 2021 | 126 | $505.8M | 26,221,972 | 15 | 33 | 41 | 1.2% |
| Q2 2021 | 122 | $567.4M | 27,749,343 | 16 | 29 | 39 | 0.7% |
| Q1 2021 | 118 | $609.8M | 29,095,413 | 9 | 45 | 31 | 0.1% |
| Q4 2020 | 127 | $507.3M | 28,651,697 | 15 | 39 | 39 | 0.4% |
| Q3 2020 | 125 | $437.5M | 29,696,534 | 15 | 32 | 44 | 0.3% |
| Q2 2020 | 124 | $443.3M | 30,884,921 | 20 | 32 | 54 | 0.3% |
| Q1 2020 | 128 | $573.3M | 37,499,043 | 18 | 38 | 45 | 0.2% |
| Q4 2019 | 128 | $751.3M | 38,168,344 | 10 | 42 | 41 | 0.0% |
| Q3 2019 | 124 | $624.2M | 34,607,235 | 16 | 42 | 33 | 0.1% |
| Q2 2019 | 114 | $1.6B | 91,082,763 | 13 | 31 | 39 | 0.1% |
| Q1 2019 | 126 | $582.8M | 35,385,302 | 20 | 35 | 36 | 0.0% |
| Q4 2018 | 112 | $556.0M | 34,467,858 | 2 | 3 | 2 | 0.0% |
