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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 5.22 M | $65.51 M | 0.46% | 1.88% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 3.41 M | $42.80 M | -4.63% | 1.23% |
| 05/10/2024 | BLACKROCK INC. | 3.10 M | $38.92 M | -1.53% | 1.12% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.35 M | $29.57 M | 6.23% | 0.85% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 1.66 M | $20.83 M | 0.19% | 0.60% |
| 05/14/2024 | CRAMER ROSENTHAL MCGLYNN LLC | 1.54 M | $19.30 M | -13.00% | 0.55% |
| 05/15/2024 | STATE STREET CORP | 1.42 M | $17.78 M | -4.53% | 0.51% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.04 M | $13.12 M | 2.34% | 0.38% |
| 05/01/2024 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 933,462 | $11.72 M | -1.50% | 0.34% |
| 05/15/2024 | CITADEL ADVISORS LLC | 652,983 | $8.20 M | -6.85% | 0.24% |
| 05/13/2024 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 519,619 | $6.53 M | 4.30% | 0.19% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 436,577 | $5.48 M | 2.10% | 0.16% |
| 05/15/2024 | MORGAN STANLEY | 435,672 | $5.47 M | 8.40% | 0.16% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 287,523 | $3.61 M | 57.97% | 0.10% |
| 05/14/2024 | NORTHERN TRUST CORP | 275,869 | $3.46 M | -28.63% | 0.10% |
| 05/14/2024 | CLEARSTEAD ADVISORS, LLC | 274,628 | $3.57 M | 5.52% | 0.10% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 184,082 | $2.31 M | -0.55% | 0.07% |
| 05/08/2024 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 141,965 | $1.79 M | 4.38% | 0.05% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 137,668 | $1.73 M | -5.10% | 0.05% |
| 05/13/2024 | PATHSTONE HOLDINGS, LLC | 124,949 | $1.57 M | 18.03% | 0.05% |
| 05/10/2024 | CREDIT SUISSE AG/ | 120,581 | $1.51 M | -3.98% | 0.04% |
| 05/09/2024 | VISION CAPITAL MANAGEMENT, INC. | 117,947 | $1.48 M | 0.28% | 0.04% |
| 05/14/2024 | INVESCO LTD. | 115,071 | $1.45 M | 11.24% | 0.04% |
| 05/07/2024 | SWISS NATIONAL BANK | 110,500 | $1.39 M | 0.00% | 0.04% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 102,439 | $1.29 M | 328.76% | 0.04% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 93,694 | $1.18 M | -1.98% | 0.03% |
| 04/03/2024 | ARDEN TRUST CO | 91,345 | $1.15 M | 8.52% | 0.03% |
| 05/10/2024 | CITIGROUP INC | 88,926 | $1.12 M | 56.30% | 0.03% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 87,476 | $1.10 M | -7.50% | 0.03% |
| 05/07/2024 | INSPIRE ADVISORS, LLC | 83,864 | $1.05 M | 16.14% | 0.03% |
| 05/13/2024 | RAFFERTY ASSET MANAGEMENT, LLC | 78,317 | $983,662 | -13.67% | 0.03% |
| 05/06/2024 | HIGHTOWER ADVISORS, LLC | 77,442 | $972,000 | 3.10% | 0.03% |
| 05/15/2024 | ATOM INVESTORS LP | 77,256 | $970,335 | 100.00% | 0.03% |
| 04/17/2024 | CEDAR BROOK FINANCIAL PARTNERS, LLC | 72,398 | $909,323 | 0.10% | 0.03% |
| 05/07/2024 | PANAGORA ASSET MANAGEMENT INC | 65,994 | $828,885 | 78.94% | 0.02% |
| 05/14/2024 | FJ CAPITAL MANAGEMENT LLC | 63,493 | $797,472 | 100.00% | 0.02% |
| 05/15/2024 | BARCLAYS PLC | 61,317 | $770,000 | -13.32% | 0.02% |
| 05/15/2024 | DARK FOREST CAPITAL MANAGEMENT LP | 60,423 | $758,913 | 95.83% | 0.02% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 57,546 | $722,778 | 9.54% | 0.02% |
| 05/16/2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 55,554 | $697,758 | -4.36% | 0.02% |
| 05/09/2024 | RHUMBLINE ADVISERS | 55,107 | $692,113 | -19.50% | 0.02% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 54,069 | $679,107 | 39.83% | 0.02% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 52,674 | $661,586 | 0.00% | 0.02% |
| 05/09/2024 | BUCKINGHAM STRATEGIC WEALTH, LLC | 50,091 | $629,143 | 0.00% | 0.02% |
| 04/09/2024 | ALASKA PERMANENT FUND CORP | 48,242 | $605,920 | -73.01% | 0.02% |
| 05/01/2024 | HARBOR ADVISORS LLC | 42,260 | $530,786 | 0.00% | 0.02% |
| 05/13/2024 | UBS GROUP AG | 37,129 | $466,340 | 2,756.08% | 0.01% |
| 05/07/2024 | ILLINOIS MUNICIPAL RETIREMENT FUND | 34,123 | $429,000 | 0.00% | 0.01% |
| 05/14/2024 | FARTHER FINANCE ADVISORS, LLC | 33,620 | $415.88 M | -0.17% | 0.01% |
| 05/13/2024 | CREATIVE PLANNING | 32,311 | $405,827 | 15.11% | 0.01% |
A. During the previous two years, 227 institutional investors and hedge funds held shares of TFS Financial Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 5.22 M
RENAISSANCE TECHNOLOGIES LLC: 3.41 M
BlackRock Inc.: 3.1 M
DIMENSIONAL FUND ADVISORS LP: 2.35 M
Bank of New York Mellon Corp: 1.66 M
CRAMER ROSENTHAL MCGLYNN LLC: 1.54 M
A. 9.82% of TFS Financial Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 39.37 M shares in the last 24 months. This purchase volume represents approximately $486.58 M in transactions.
