Timberland Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 711.18 K | $23.67 M | 19.41% | 9.01% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 561.95 K | $18.70 M | -0.77% | 7.12% |
| VANGUARD GROUP INC | 11/07/2025 | 428.80 K | $14.27 M | -1.35% | 5.43% |
| CUTLER CAPITAL MANAGEMENT, LLC | 11/14/2025 | 291.80 K | $9.71 M | -2.21% | 3.70% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 290.94 K | $9.68 M | -1.17% | 3.69% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 288.91 K | $9.62 M | 3.66% | 3.66% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2025 | 230.85 K | $7.68 M | 0.00% | 2.92% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 222.99 K | $7.42 M | 4.01% | 2.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 175.74 K | $5.85 M | 0.19% | 2.23% |
| DAVIS ASSET MANAGEMENT, L.P. | 11/14/2025 | 174.48 K | $5.81 M | 0.00% | 2.21% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 131.64 K | $4.38 M | 0.86% | 1.67% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 130.77 K | $4.35 M | -2.95% | 1.66% |
| STATE STREET CORP | 11/14/2025 | 124.44 K | $4.14 M | -0.32% | 1.58% |
| GABELLI FUNDS LLC | 11/12/2025 | 123.06 K | $4.10 M | 0.00% | 1.56% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 10/22/2025 | 120.75 K | $4.02 M | -0.05% | 1.53% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 84.91 K | $2.83 M | 0.00% | 1.08% |
| WESTPORT ASSET MANAGEMENT INC | 11/12/2025 | 80.91 K | $2.69 M | 0.00% | 1.03% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 65.25 K | $2.17 M | 12.38% | 0.83% |
| NORTHERN TRUST CORP | 11/14/2025 | 64.98 K | $2.16 M | -1.06% | 0.82% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 58.98 K | $1.96 M | 27.82% | 0.75% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 49.80 K | $1.66 M | -7.04% | 0.63% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 42.00 K | $1.40 M | -43.84% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 41.20 K | $1.38 M | -39.19% | 0.52% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 39.42 K | $1.31 M | 0.00% | 0.50% |
| FOURTHSTONE LLC | 11/14/2025 | 35.68 K | $1.19 M | 176.62% | 0.45% |
| BARCLAYS PLC | 11/12/2025 | 30.97 K | $1.03 M | 36.07% | 0.39% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 29.48 K | $981.23 K | 3.21% | 0.37% |
| HSBC HOLDINGS PLC | 11/13/2025 | 27.22 K | $898.36 K | 74.13% | 0.34% |
| CREATIVE PLANNING | 11/14/2025 | 24.81 K | $825.61 K | 3.21% | 0.31% |
| MORGAN STANLEY | 11/14/2025 | 22.87 K | $761.13 K | 4.00% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 22.38 K | $744.81 K | 0.00% | 0.28% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 21.92 K | $729.63 K | 231.93% | 0.28% |
| RBF CAPITAL, LLC | 11/14/2025 | 20.42 K | $679.44 K | 0.00% | 0.26% |
| PROSPECTOR PARTNERS LLC | 11/07/2025 | 18.67 K | $621.40 K | 0.00% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 18.47 K | $614.65 K | 7.80% | 0.23% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 17.02 K | $566.36 K | 14.12% | 0.22% |
| JANE STREET GROUP, LLC | 11/14/2025 | 16.16 K | $537.81 K | 96.33% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 15.56 K | $517.94 K | -0.48% | 0.20% |
| OPPENHEIMER & CLOSE, LLC | 11/10/2025 | 13.22 K | $440.03 K | 86.88% | 0.17% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 12.92 K | $430.01 K | -15.16% | 0.16% |
| NUVEEN, LLC | 11/12/2025 | 12.56 K | $418.06 K | 0.00% | 0.16% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 10.92 K | $363.39 K | 100.00% | 0.14% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 10.40 K | $346.00 K | 7.22% | 0.13% |
| SEIZERT CAPITAL PARTNERS, LLC | 10/29/2025 | 10.29 K | $342.29 K | 38.71% | 0.13% |
| 180 WEALTH ADVISORS, LLC | 10/16/2025 | 10.00 K | $332.80 K | 0.00% | 0.13% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 9.82 K | $326.87 K | 100.00% | 0.12% |
| CITADEL ADVISORS LLC | 11/14/2025 | 9.82 K | $326.68 K | 100.00% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 9.10 K | $302.85 K | 355.00% | 0.12% |
| DELTA ASSET MANAGEMENT LLC/TN | 11/04/2025 | 8.80 K | $292.86 K | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 8.64 K | $287.49 K | 12.11% | 0.11% |
Timberland Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of Timberland Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 711,181
DIMENSIONAL FUND ADVISORS LP: 561,949
VANGUARD GROUP INC: 428,800
Cutler Capital Management, LLC: 291,802
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 290,937
ROYCE & ASSOCIATES LP: 288,914
64.39% of Timberland Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.50 M shares in the last 24 months. This purchase volume represents approximately $226.36 M in transactions.