TFS Financial Corporation (TFSL) Ownership

12.11 ↑0.27 (2.28%)

As of April 19, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of TFS Financial Corporation (TFSL), owning a total of 5.2 million shares. Combined, the top 31 institutional holders of TFSL own 9.64% of the company with a total of 27 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of TFSL by 675 thousand shares. 11 institutions bought 1,634,679 total additional shares and increased their ownership by an average of 17.71%. However 8 institutions sold 960,062 total shares and decreased their ownership by an average of 18.47%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of TFS Financial Corporation increased by a net total of 674,617 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	1.850%	-1.491%	5,191,937	-78,604	2023-12-31
Renaissance Technologies Corp	1.273%	-5.917%	3,572,656	-224,700	2023-12-31
BlackRock Inc	1.121%	-2.636%	3,146,947	-85,194	2023-12-31
Dimensional Fund Advisors, Inc.	0.790%	7.406%	2,216,354	152,815	2023-12-31
Cramer Rosenthal McGlynn LLC	0.629%	18.236%	1,766,370	272,433	2023-12-31
Bank of New York Mellon Corp	0.590%	31.923%	1,655,496	400,601	2023-12-31
State Street Corporation	0.528%	68.926%	1,482,971	605,091	2023-12-31
Geode Capital Management, LLC	0.364%	2.910%	1,020,497	28,856	2023-12-31
Mirae Asset Global Investments (Korea) Co Ltd	0.338%	-2.808%	947,649	-27,381	2023-12-31
Brandywine Global Investment Mgmt LLC	0.178%	14.858%	498,204	64,448	2023-12-31
Charles Schwab Investment Management Inc	0.152%	4.491%	427,596	18,376	2023-12-31
Morgan Stanley - Brokerage Accounts	0.143%	-22.138%	401,911	-114,272	2023-12-31
Northern Trust Corp	0.138%	10.168%	386,545	35,677	2023-12-31
Hartland & Co	0.093%	-49.984%	260,266	-260,096	2023-12-31
NORGES BANK	0.069%	-28.561%	192,263	-76,866	2023-12-31
Goldman Sachs Group Inc	0.068%	12.528%	191,170	21,283	2023-12-31
Nuveen Asset Management, LLC	0.066%	0.953%	185,102	1,748	2023-12-31
Bank of America Corp	0.065%	22.434%	182,015	33,351	2023-12-31
Alaska Permanent Fund Corp	0.064%	-34.211%	178,746	-92,949	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	1.850%	-1.491%	5,191,937	-78,604	2023-12-31
Renaissance Technologies Corp	1.273%	-5.917%	3,572,656	-224,700	2023-12-31
BlackRock Inc	1.121%	-2.636%	3,146,947	-85,194	2023-12-31
Dimensional Fund Advisors, Inc.	0.790%	7.406%	2,216,354	152,815	2023-12-31
Cramer Rosenthal McGlynn LLC	0.629%	18.236%	1,766,370	272,433	2023-12-31
Bank of New York Mellon Corp	0.590%	31.923%	1,655,496	400,601	2023-12-31
State Street Corporation	0.528%	68.926%	1,482,971	605,091	2023-12-31
Millennium Management LLC	0.403%	10.868%	1,129,937	110,760	2022-12-31
Geode Capital Management, LLC	0.364%	2.910%	1,020,497	28,856	2023-12-31
Mirae Asset Global Investments (Korea) Co Ltd	0.338%	-2.808%	947,649	-27,381	2023-12-31
Citadel Advisors Llc	0.213%	-31.415%	597,795	-273,816	2023-09-30
Brandywine Global Investment Mgmt LLC	0.178%	14.858%	498,204	64,448	2023-12-31
Charles Schwab Investment Management Inc	0.152%	4.491%	427,596	18,376	2023-12-31
Morgan Stanley - Brokerage Accounts	0.143%	-22.138%	401,911	-114,272	2023-12-31
Northern Trust Corp	0.138%	10.168%	386,545	35,677	2023-12-31
Hartland & Co	0.093%	-49.984%	260,266	-260,096	2023-12-31
Fidelity International Ltd	0.077%	0.000%	214,754	0	2023-03-31
NORGES BANK	0.069%	-28.561%	192,263	-76,866	2023-12-31
Goldman Sachs Group Inc	0.068%	12.528%	191,170	21,283	2023-12-31
Nuveen Asset Management, LLC	0.066%	0.953%	185,102	1,748	2023-12-31
Bank of America Corp	0.065%	22.434%	182,015	33,351	2023-12-31
Alaska Permanent Fund Corp	0.064%	-34.211%	178,746	-92,949	2023-12-31
Vision Capital Management, Inc.	0.058%	1.127%	161,289	1,797	2022-09-30
State Board Of Admin Of Florida Retir	0.050%	0.036%	140,805	50	2023-09-30
First Trust Advisors L.P.	0.050%	-38.793%	140,057	-88,767	2023-03-31
Credit Suisse First Boston (CSFB)	0.049%	6.788%	137,341	8,730	2023-03-31
Swiss National Bank	0.048%	2.033%	135,500	2,700	2022-12-31
Schonfeld Strategic Advisors LLC	0.048%	0.000%	134,627	134,627	2023-06-30
Martingale Asset Management L P	0.048%	-0.223%	134,208	-300	2022-09-30
Amvescap Plc.	0.040%	10.614%	111,541	10,703	2022-06-30
Arrowstreet Capital Limited Partnership	0.038%	0.000%	107,214	107,214	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of TFS Financial Corporation (TFSL), owning a total of 1.7 million shares. Combined, the top 33 mutual fund holders of TFSL own 5.52% of the company with a total of 15.5 million shares.

In the latest ownership report on February 29th 2024, the top 33 fund holders increased their combined ownership of TFSL by 7 thousand shares. 4 funds bought 34,076 total additional shares and increased their ownership by an average of 1.20%. However 4 funds sold 40,831 total shares and decreased their ownership by an average of 2.03%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding TFS Financial Corporation decreased by a net total of -6,755 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.617%	0.000%	1,731,232	0	2024-02-29
Vanguard Small Cap Index	0.515%	0.942%	1,445,407	13,490	2024-02-29
WisdomTree US SmallCap Dividend ETF	0.457%	0.000%	1,281,835	0	2024-02-29
Global X SuperDividend™ US ETF	0.320%	-2.562%	898,521	-23,623	2024-02-29
Vanguard Small Cap Growth Index Inv	0.289%	1.690%	811,181	13,483	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.260%	0.069%	728,502	503	2024-02-29
SPDR® S&P Regional Banking ETF	0.152%	-2.442%	426,791	-10,682	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.115%	2.093%	321,999	6,600	2024-02-29
Schwab US Small-Cap ETF™	0.085%	0.000%	237,822	0	2024-02-29
Vanguard High Dividend Yield ETF	0.079%	-0.206%	222,592	-460	2024-02-29
Dimensional US Small Cap ETF	0.078%	0.000%	219,476	0	2024-02-29
CRM Small/Mid Cap Value CL S CIT	0.072%	-2.901%	203,020	-6,066	2024-02-29
First Trust NASDAQ® ABA Community Bk ETF	0.060%	0.000%	169,231	0	2024-02-29
Dimensional US Core Equity 2 ETF	0.056%	0.000%	157,750	0	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.617%	0.000%	1,731,232	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	0.597%	-11.004%	1,672,462	-206,785	2023-03-31
Vanguard Small Cap Index	0.515%	0.942%	1,445,407	13,490	2024-02-29
WisdomTree US SmallCap Dividend ETF	0.457%	0.000%	1,281,835	0	2024-02-29
Global X SuperDividend™ US ETF	0.320%	-2.562%	898,521	-23,623	2024-02-29
WisdomTree US MidCap Dividend ETF	0.305%	0.000%	855,963	0	2023-11-30
Vanguard Small Cap Growth Index Inv	0.289%	1.690%	811,181	13,483	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.260%	0.069%	728,502	503	2024-02-29
Vanguard Extended Market Index Investor	0.233%	-0.033%	652,482	-218	2023-08-31
DFA US Small Cap I	0.156%	0.000%	438,471	0	2024-01-31
SPDR® S&P Regional Banking ETF	0.152%	-2.442%	426,791	-10,682	2024-02-29
CRM Small/Mid Cap Value Inv	0.130%	31.570%	363,519	87,225	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.115%	2.093%	321,999	6,600	2024-02-29
DFA US Core Equity 2 I	0.113%	0.000%	316,921	0	2024-01-31
Fidelity Extended Market Index	0.100%	0.898%	279,896	2,492	2024-01-31
Fidelity® Extended Market Index	0.097%	-1.574%	272,839	-4,363	2023-11-30
Schwab US Small-Cap ETF™	0.085%	0.000%	237,822	0	2024-02-29
Vanguard High Dividend Yield ETF	0.079%	-0.206%	222,592	-460	2024-02-29
Dimensional US Small Cap ETF	0.078%	0.000%	219,476	0	2024-02-29
DFA US Core Equity 1 I	0.078%	0.000%	218,287	0	2024-01-31
CRM Small/Mid Cap Value CL S CIT	0.072%	-2.901%	203,020	-6,066	2024-02-29
Fidelity Glb Mlt Ast Inc A-Acc-USD	0.062%	-12.982%	174,618	-26,051	2023-05-31
Fidelity® NASDAQ Composite Index®	0.061%	0.000%	171,062	0	2023-10-31
Fidelity Nasdaq Composite Index	0.061%	0.000%	171,062	0	2024-01-31
First Trust NASDAQ® ABA Community Bk ETF	0.060%	0.000%	169,231	0	2024-02-29
Dimensional US Core Equity 2 ETF	0.056%	0.000%	157,750	0	2024-02-29
WisdomTree US High Dividend ETF	0.055%	0.000%	153,042	0	2023-10-31
iShares Russell 1000 Value ETF	0.054%	0.015%	150,458	23	2023-11-30
Fidelity® Total Market Index	0.054%	-9.840%	149,905	-16,361	2023-05-31
iShares Russell Mid-Cap ETF	0.053%	-0.076%	149,723	-114	2023-12-29
BlackRock Extended Mkt Composite	0.053%	0.000%	147,170	0	2023-03-31
Vanguard Global Minimum Volatility Admr	0.051%	0.000%	143,421	0	2023-01-31
Russell 1000 Index Fund	0.051%	0.000%	143,352	0	2022-06-30