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 2023
Institutional positions in TFS Financial CORP as of Dec 31, 2023. 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
- 146
- +8 vs. Q3 2023
- Shares held
- 27.5M
- +1.26M (+4.8%) vs. Q3 2023
- Total value
- $404.3M
- +$93.8M (+30.2%) vs. Q3 2023
- New holders
- 24
- 56 more added
- Sold out
- 16
- 45 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding TFS Financial CORP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $236 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 29 | $427 | 0.00% | −52−64.2% | Reduced |
| SJS Investment Consulting Inc. | 29 | $427 | 0.00% | +3+11.5% | Added |
| EverSource Wealth Advisors, LLC | 56 | $822 | 0.00% | +31+124.0% | Added |
| Raffa Wealth Management, LLC | 63 | $925 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 82 | $1.00K | 0.00% | −4,346−98.1% | Reduced |
| Ronald Blue Trust, Inc. | 52 | $1.00K | 0.00% | +52 | New |
| Tucker Asset Management LLC | 71 | $1.05K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $1.47K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $1.47K | 0.00% | +100 | New |
| IFP Advisors, Inc | 110 | $1.62K | 0.00% | +110 | New |
| Massmutual Trust Co FSB | 151 | $2.22K | 0.00% | +151 | New |
| Capital Advisors, Ltd. LLC | 171 | $3.00K | 0.00% | −31−15.3% | Reduced |
| Loomis Sayles & Co L P | 229 | $3.00K | 0.00% | +229 | New |
| Allspring Global Investments Holdings, LLC | 293 | $4.30K | 0.00% | −132−31.1% | Reduced |
| Huntington National Bank | 354 | $5.20K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 359 | $5.27K | 0.00% | +77+27.3% | Added |
| American International Group, Inc. | 412 | $6.05K | 0.00% | −10−2.4% | Reduced |
| Private Trust Co NA | 502 | $7.37K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 696 | $10.2K | 0.00% | +201+40.6% | Added |
| Spire Wealth Management | 750 | $10.5K | 0.00% | +16+2.2% | Added |
| City State Bank | 800 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 872 | $12.8K | 0.00% | +872 | New |
| MetLife Investment Management | 974 | $14.3K | 0.00% | −19−1.9% | Reduced |
| GAMMA Investing LLC | 1,216 | $16.2K | 0.00% | +1,216 | New |
| Royal Bank of Canada | 1,170 | $17.0K | 0.00% | +165+16.4% | Added |
| UBS Group AG | 1,300 | $19.1K | 0.00% | −65,190−98.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,411 | $20.7K | 0.00% | +118+9.1% | Added |
| Naples Money Management LLC | 1,500 | $22.0K | 0.02% | +1,500 | New |
| Allworth Financial LP | 1,521 | $22.3K | 0.00% | +927+156.1% | Added |
| Ancora Advisors, LLC | 1,553 | $22.8K | 0.00% | +500+47.5% | Added |
| McIlrath & Eck, LLC | 1,867 | $27.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,875 | $27.5K | 0.00% | +965+106.0% | Added |
| Lindbrook Capital, LLC | 1,997 | $29.3K | 0.00% | +508+34.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,000 | $29.4K | 0.00% | +2,000 | New |
| Quent Capital, LLC | 2,055 | $30.2K | 0.00% | +1,430+228.8% | Added |
| Compass Wealth Management LLC | 2,400 | $35.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,168 | $46.5K | 0.00% | +3,168 | New |
| FMR LLC | 3,254 | $47.8K | 0.00% | +1,911+142.3% | Added |
| Kapitalo Investimentos Ltda | 3,364 | $49.4K | 0.01% | +3,364 | New |
| CWM, LLC | 3,515 | $52.0K | 0.00% | −689−16.4% | Reduced |
| Global Retirement Partners, LLC | 5,035 | $68.3K | 0.00% | +160+3.3% | Added |
| Quadrant Capital Group LLC | 5,099 | $74.9K | 0.01% | −3,025−37.2% | Reduced |
| Archer Investment Corp | 6,398 | $94.0K | 0.03% | +129+2.1% | Added |
| Aquatic Capital Management LLC | 6,600 | $97.0K | 0.00% | +6,600 | New |
| Amalgamated Bank | 7,262 | $107.0K | 0.00% | −508−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,938 | $131.3K | 0.00% | −3,728−29.4% | Reduced |
| Park Circle Co | 9,905 | $145.5K | 0.14% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,000 | $146.9K | 0.00% | +10,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,381 | $152.5K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,494 | $154.2K | 0.01% | +10,494 | New |
| Ethic Inc. | 10,547 | $154.9K | 0.00% | +10,547 | New |
| XTX Topco Ltd | 10,800 | $158.7K | 0.03% | +10,800 | New |
| Perigon Wealth Management, LLC | 10,855 | $159.5K | 0.01% | +224+2.1% | Added |
| Invesco, LLC | 11,124 | $163.4K | 0.08% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,776 | $166.0K | 0.00% | +2,180+20.6% | Added |
| Naviter Wealth, LLC | 11,652 | $171.2K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 11,935 | $175.3K | 0.00% | −3,440−22.4% | Reduced |
| KBC Group NV | 12,776 | $188.0K | 0.00% | +2,180+20.6% | Added |
| Veriti Management LLC | 13,126 | $192.8K | 0.02% | +13,126 | New |
| Commonwealth Equity Services, LLC | 13,506 | $198.0K | 0.00% | +39+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 13,550 | $199.1K | 0.01% | +2,370+21.2% | Added |
| Malaga Cove Capital, LLC | 13,853 | $203.5K | 0.09% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,980 | $205.4K | 0.00% | −275−1.9% | Reduced |
| Teza Capital Management LLC | 14,886 | $218.7K | 0.04% | +14,886 | New |
| SG Americas Securities, LLC | 14,978 | $220.0K | 0.00% | +14,978 | New |
| Glenmede Trust Co NA | 15,000 | $220.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,674 | $230.3K | 0.00% | −289−1.8% | Reduced |
| JustInvest LLC | 15,690 | $230.5K | 0.01% | +621+4.1% | Added |
| Gabelli Funds LLC | 16,000 | $235.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 16,234 | $238.5K | 0.00% | +4,911+43.4% | Added |
| Signaturefd, LLC | 16,269 | $239.0K | 0.01% | −4,212−20.6% | Reduced |
| Integrated Advisors Network LLC | 16,335 | $240.0K | 0.01% | +3,030+22.8% | Added |
| Covestor Ltd | 16,437 | $241.0K | 0.17% | −74−0.4% | Reduced |
| Raymond James & Associates | 16,441 | $241.5K | 0.00% | −420−2.5% | Reduced |
| AQR Capital Management LLC | 17,375 | $255.2K | 0.00% | −13,559−43.8% | Reduced |
| Great West Life Assurance Co | 17,527 | $257.0K | 0.00% | −874−4.7% | Reduced |
| Stifel Financial Corp | 18,037 | $265.0K | 0.00% | +2,810+18.5% | Added |
| Victory Capital Management Inc | 18,219 | $267.6K | 0.00% | +2,753+17.8% | Added |
| US Bancorp | 18,384 | $270.1K | 0.00% | −6,814−27.0% | Reduced |
| Parallel Advisors, LLC | 19,748 | $290.1K | 0.01% | −2,981−13.1% | Reduced |
| Umb Bank N A | 20,000 | $293.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 20,969 | $308.0K | 0.00% | +573+2.8% | Added |
| Treasurer of the State of North Carolina | 22,211 | $326.0K | 0.00% | +220+1.0% | Added |
| National Asset Management, Inc. | 22,867 | $335.9K | 0.01% | +19+0.1% | Added |
| Qube Research & Technologies Ltd | 23,892 | $351.0K | 0.00% | −21,357−47.2% | Reduced |
| LPL Financial LLC | 24,246 | $356.2K | 0.00% | +642+2.7% | Added |
| Concurrent Investment Advisors, LLC | 24,650 | $362.1K | 0.02% | +24,650 | New |
| Janus Henderson Group PLC | 25,104 | $368.9K | 0.00% | −32−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 25,330 | $372.1K | 0.05% | −5,675−18.3% | Reduced |
| CWM Advisors, LLC | 26,157 | $384.2K | 0.04% | +185+0.7% | Added |
| JPMorgan Chase & Co | 26,687 | $392.0K | 0.00% | +850+3.3% | Added |
| Price T Rowe Associates Inc | 27,725 | $408.0K | 0.00% | +2,928+11.8% | Added |
| Creative Planning | 28,069 | $412.3K | 0.00% | +6,406+29.6% | Added |
| Advisor Group Holdings, Inc. | 28,641 | $420.7K | 0.00% | −1,209−4.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 30,600 | $449.5K | 0.00% | +30,600 | New |
| Dark Forest Capital Management LP | 30,855 | $453.3K | 0.07% | −18,801−37.9% | Reduced |
| New York State Common Retirement Fund | 31,437 | $461.8K | 0.00% | −412−1.3% | Reduced |
| Farther Finance Advisors, LLC | 33,678 | $494.7K | 0.04% | +3,762+12.6% | Added |