TFS Financial CORP
TFSL- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001381668
In the last 90 days, TFS Financial CORP insiders filed 0 open-market purchases and 6 sales; 235 institutions reported holding it in 13F filings for Q2 2026, worth $681.6M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in TFS Financial CORP as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 148
- +3 vs. Q3 2022
- Shares held
- 24.9M
- +426.6K (+1.7%) vs. Q3 2022
- Total value
- $358.6M
- +$40.8M (+12.8%) vs. Q3 2022
- New holders
- 25
- 62 more added
- Sold out
- 22
- 41 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFSL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 235 | $681.6M |
| Q1 2026 | 217 | $533.1M |
| Q4 2025 | 204 | $476.9M |
| Q3 2025 | 186 | $414.3M |
| Q2 2025 | 179 | $395.1M |
| Q1 2025 | 190 | $354.5M |
| Q4 2024 | 176 | $348.6M |
| Q3 2024 | 167 | $350.3M |
| Q2 2024 | 162 | $338.7M |
| Q1 2024 | 152 | $344.2M |
| Q4 2023 | 146 | $404.3M |
| Q3 2023 | 140 | $311.4M |
| Q2 2023 | 143 | $337.7M |
| Q1 2023 | 147 | $318.0M |
| Q4 2022 | 148 | $358.6M |
| Q3 2022 | 148 | $318.2M |
| Q2 2022 | 142 | $343.5M |
| Q1 2022 | 143 | $416.3M |
| Q4 2021 | 137 | $442.5M |
| Q3 2021 | 129 | $481.6M |
| Q2 2021 | 124 | $541.9M |
| Q1 2021 | 122 | $571.1M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 47 | $0 | 0.00% | +47 | New |
| TCI Wealth Advisors, Inc. | 7 | $101 | 0.00% | −2−22.2% | Reduced |
| Disciplined Investments, LLC | 20 | $288 | 0.00% | −1−4.8% | Reduced |
| SJS Investment Consulting Inc. | 29 | $418 | 0.00% | +12+70.6% | Added |
| AdvisorNet Financial, Inc | 29 | $418 | 0.00% | +29 | New |
| SRS Capital Advisors, Inc. | 42 | $605 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 56 | $807 | 0.00% | −23−29.1% | Reduced |
| Glassman Wealth Services | 61 | $879 | 0.00% | +61 | New |
| Tucker Asset Management LLC | 61 | $888 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $908 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 66 | $1.00K | 0.00% | +66 | New |
| JFS Wealth Advisors, LLC | 90 | $1.30K | 0.00% | −2−2.2% | Reduced |
| Lindbrook Capital, LLC | 128 | $1.84K | 0.00% | +92+255.6% | Added |
| Tfo-TDC, LLC | 67 | $2.20K | 0.00% | +67 | New |
| Castleview Partners, LLC | 259 | $3.73K | 0.00% | +259 | New |
| JJJ Advisors Inc. | 266 | $3.97K | 0.00% | +266 | New |
| Proequities, Inc. | 285 | $4.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 298 | $4.29K | 0.00% | +298 | New |
| Quent Capital, LLC | 322 | $4.65K | 0.00% | −311−49.1% | Reduced |
| Allworth Financial LP | 348 | $5.01K | 0.00% | −165−32.2% | Reduced |
| Ellevest, Inc. | 463 | $6.67K | 0.00% | +417+906.5% | Added |
| Private Trust Co NA | 502 | $7.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $7.21K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 515 | $7.42K | 0.00% | −10−1.9% | Reduced |
| Farther Finance Advisors, LLC | 666 | $9.60K | 0.00% | +666 | New |
| Spire Wealth Management | 687 | $10.0K | 0.00% | +14+2.1% | Added |
| Quadrant Capital Group LLC | 697 | $10.0K | 0.00% | −434−38.4% | Reduced |
| Tower Research Capital LLC (TRC) | 739 | $11.0K | 0.00% | −4,242−85.2% | Reduced |
| Point72 Middle East FZE | 771 | $11.1K | 0.00% | +771 | New |
| The PNC Financial Services Group, Inc. | 784 | $11.3K | 0.00% | −55−6.6% | Reduced |
| City State Bank | 800 | $12.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 965 | $14.0K | 0.01% | +965 | New |
| State of Wyoming | 1,002 | $14.4K | 0.00% | +1,002 | New |
| MetLife Investment Management | 1,035 | $14.9K | 0.00% | +5+0.5% | Added |
| Brown Brothers Harriman & Co | 1,035 | $14.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 813 | $18.0K | 0.00% | −721−47.0% | Reduced |
| Ancora Advisors, LLC | 1,253 | $18.0K | 0.00% | +500+66.4% | Added |
| Romano Brothers and Company | 1,300 | $18.7K | 0.00% | +1,300 | New |
| Compass Wealth Management LLC | 1,400 | $20.2K | 0.01% | +1,400 | New |
| Baldrige Asset Management LLC | 1,633 | $24.0K | 0.01% | +363+28.6% | Added |
| BNP Paribas Arbitrage, SA | 1,747 | $25.2K | 0.00% | −3,851−68.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,750 | $25.2K | 0.00% | +1,719+5,545.2% | Added |
| Royal Bank of Canada | 2,270 | $33.0K | 0.00% | −2,393−51.3% | Reduced |
| Citigroup Inc | 2,797 | $40.3K | 0.00% | −516−15.6% | Reduced |
| Global Retirement Partners, LLC | 3,026 | $43.6K | 0.00% | +2,146+243.9% | Added |
| Barclays PLC | 3,159 | $45.5K | 0.00% | −1,263−28.6% | Reduced |
| Quantbot Technologies LP | 4,175 | $60.2K | 0.00% | −425−9.2% | Reduced |
| McIlrath & Eck, LLC | 4,182 | $60.3K | 0.02% | −574−12.1% | Reduced |
| Ci Investments Inc. | 4,258 | $61.0K | 0.00% | −1,053−19.8% | Reduced |
| UBS Group AG | 4,487 | $64.7K | 0.00% | +3,072+217.1% | Added |
| Loomis Sayles & Co L P | 4,699 | $68.0K | 0.00% | +4,396+1,450.8% | Added |
| CWM, LLC | 5,000 | $72.0K | 0.00% | +2,755+122.7% | Added |
| Nisa Investment Advisors, LLC | 6,000 | $86.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,249 | $104.0K | 0.00% | +7,249 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,470 | $107.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,837 | $127.3K | 0.00% | −9,056−50.6% | Reduced |
| Amalgamated Bank | 9,114 | $131.0K | 0.00% | +152+1.7% | Added |
| Balentine LLC | 10,086 | $145.3K | 0.01% | +10,086 | New |
| Creative Planning | 10,102 | $145.6K | 0.00% | −2,320−18.7% | Reduced |
| Signaturefd, LLC | 10,459 | $150.7K | 0.00% | +972+10.2% | Added |
| Commonwealth Equity Services, LLC | 10,612 | $152.0K | 0.00% | +10,612 | New |
| KBC Group NV | 10,596 | $153.0K | 0.00% | +3,972+60.0% | Added |
| Cubist Systematic Strategies, LLC | 10,696 | $154.1K | 0.00% | −105,067−90.8% | Reduced |
| Janus Henderson Group PLC | 11,373 | $163.8K | 0.00% | +10.0% | Added |
| Teza Capital Management LLC | 12,026 | $173.3K | 0.03% | +12,026 | New |
| Raymond James Financial Services Advisors, Inc. | 12,387 | $178.5K | 0.00% | +100+0.8% | Added |
| Parallel Advisors, LLC | 12,602 | $181.6K | 0.01% | +3,761+42.5% | Added |
| Mraz, Amerine & Associates, Inc. | 12,697 | $183.0K | 0.04% | −300−2.3% | Reduced |
| Covestor Ltd | 13,110 | $189.0K | 0.15% | +1,188+10.0% | Added |
| Money Concepts Capital Corp | 14,145 | $203.8K | 0.01% | +14,145 | New |
| Jump Financial, LLC | 15,700 | $226.2K | 0.01% | −1,200−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 15,863 | $227.6K | 0.00% | −2,094−11.7% | Reduced |
| Arizona State Retirement System | 15,834 | $228.2K | 0.00% | +573+3.8% | Added |
| Gabelli Funds LLC | 16,000 | $230.6K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,290 | $234.7K | 0.01% | +16,290 | New |
| Balyasny Asset Management LLC | 16,523 | $238.1K | 0.00% | +16,523 | New |
| Evergreen Capital Management LLC | 17,020 | $245.3K | 0.01% | +17,020 | New |
| Kovack Advisors, Inc. | 17,189 | $247.7K | 0.04% | −2,900−14.4% | Reduced |
| Wells Fargo & Company | 18,008 | $259.5K | 0.00% | −1,795−9.1% | Reduced |
| CWM Advisors, LLC | 19,594 | $282.4K | 0.04% | +889+4.8% | Added |
| Umb Bank N A | 20,000 | $288.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,465 | $294.9K | 0.01% | +1,015+5.2% | Added |
| SEI Investments Co | 20,974 | $302.2K | 0.00% | −1,020−4.6% | Reduced |
| LPL Financial LLC | 21,330 | $307.4K | 0.00% | +4,701+28.3% | Added |
| Great West Life Assurance Co | 21,546 | $311.0K | 0.00% | +4,481+26.3% | Added |
| Treasurer of the State of North Carolina | 21,741 | $313.0K | 0.00% | +280+1.3% | Added |
| Glenmede Trust Co NA | 23,124 | $333.2K | 0.00% | +124+0.5% | Added |
| D. E. Shaw & Co., Inc. | 24,947 | $359.5K | 0.00% | +24,947 | New |
| JPMorgan Chase & Co | 25,660 | $370.0K | 0.00% | −498−1.9% | Reduced |
| Public Employees Retirement System of Ohio | 25,672 | $370.0K | 0.00% | +538+2.1% | Added |
| Raymond James & Associates | 25,842 | $372.4K | 0.00% | +11,127+75.6% | Added |
| Price T Rowe Associates Inc | 27,951 | $403.0K | 0.00% | +1,548+5.9% | Added |
| Panagora Asset Management Inc | 30,836 | $444.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 31,448 | $453.2K | 0.00% | +13,514+75.4% | Added |
| Alliancebernstein L.P. | 33,124 | $477.3K | 0.00% | +2,712+8.9% | Added |
| ExodusPoint Capital Management, LP | 33,979 | $490.0K | 0.01% | −3,710−9.8% | Reduced |
| Illinois Municipal Retirement Fund | 34,123 | $492.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 35,199 | $507.2K | 0.00% | −3,005−7.9% | Reduced |
| Occudo Quantitative Strategies LP | 35,360 | $509.5K | 0.06% | +35,360 | New |