Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TFSL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.7M | $52.7M | -7.0% | 1.336% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $43.3M | +5.2% | 1.099% | 0.01% |
| 3 | LAKEWOOD CAPITAL MANAGEMENT, LP | 2.8M | $39.8M | +3.1% | 1.011% | 2.58% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 2.5M | $35.8M | -4.0% | 0.909% | 0.06% |
| 5 | STATE STREET CORP | 2.4M | $33.2M | +20.2% | 0.842% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $33.1M | — | 0.839% | 0.00% |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.3M | $32.5M | -2.4% | 0.826% | 0.04% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | $32.1M | — | 0.815% | 0.00% |
| 9 | Bank of New York Mellon Corp | 1.9M | $26.3M | -0.0% | 0.666% | 0.00% |
| 10 | CRAMER ROSENTHAL MCGLYNN LLC | 1.2M | $16.5M | +0.3% | 0.420% | 1.21% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $16.5M | +2.7% | 0.418% | 0.00% |
| 12 | BANK OF AMERICA CORP /DE/ | 1.0M | $14.2M | +27.2% | 0.360% | 0.00% |
| 13 | MORGAN STANLEY | 797K | $11.2M | +12.1% | 0.284% | 0.00% |
| 14 | Gator Capital Management, LLC | 688K | $9.7M | +46.3% | 0.245% | 1.98% |
| 15 | UBS Group AG | 686K | $9.6M | +37.2% | 0.244% | 0.00% |
| 16 | Squarepoint Ops LLC | 449K | $6.3M | +109.5% | 0.160% | 0.01% |
| 17 | Quantinno Capital Management LP | 405K | $5.7M | +53.0% | 0.145% | 0.01% |
| 18 | Beverly Hills Private Wealth, LLC | 327K | $4.6M | — | 0.117% | 0.76% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 323K | $4.5M | — | 0.115% | 0.00% |
| 20 | TWO SIGMA INVESTMENTS, LP | 322K | $4.5M | +24.6% | 0.115% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 314K | $4.4M | -38.9% | 0.112% | 0.00% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 310K | $4.4M | +0.9% | 0.111% | 0.00% |
| 23 | ExodusPoint Capital Management, LP | 277K | $3.9M | — | 0.099% | 0.04% |
| 24 | Schonfeld Strategic Advisors LLC | 273K | $3.8M | +162.4% | 0.097% | 0.03% |
| 25 | NORTHERN TRUST CORP | 248K | $3.5M | +4.8% | 0.089% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TFSL — a direct measure of their conviction.
Filings activity in TFSL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TFSL position in Q1 2026
Institutions that fully closed their TFSL position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 212 | +6.5% | 11.20% | +1.27 pp | $532M | +13% |
| Q4 2025 | 199 | +8.7% | 9.93% | +1.02 pp | $471M | +11% |
| Q3 2025 | 183 | +2.2% | 8.91% | +0.66 pp | $423M | +8.1% |
| Q2 2025 | 179 | 1.6% | 8.25% | +1.07 pp | $391M | +15% |
| Q1 2025 | 182 | +5.2% | 7.18% | 0.01 pp | $341M | 0.2% |
| Q4 2024 | 173 | +8.1% | 7.19% | +0.02 pp | $341M | +0.3% |
| Q3 2024 | 160 | +0.6% | 7.17% | +0.26 pp | $340M | +3.7% |
| Q2 2024 | 159 | — | 6.91% | — | $328M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TFSL stock.
Based on Q1 2026 13F filings, institutional ownership of TFS Financial Corporation stands at 11.2%, held across 212 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TFSL, with approximately 3,747,526 shares worth $0.05B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of TFSL, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for TFSL is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in TFSL during Q1 2026, while 31 fully exited. 135 added to existing positions and 31 trimmed.
TFSL institutional ownership rose by 1.27 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 65.0% of all reported 13F value in TFSL, and the top 25 account for 85.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TFS Financial Corporation (TFSL) Institutional Ownership