Trustmark Corp
TRMK- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000036146
In the last 90 days, Trustmark Corp insiders filed 0 open-market purchases and 1 sale; 290 institutions reported holding it in 13F filings for Q2 2026, worth $2.15B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Trustmark Corp as of Sep 30, 2024. 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
- 237
- +17 vs. Q2 2024
- Shares held
- 43.5M
- +9.23M (+26.9%) vs. Q2 2024
- Total value
- $1.38B
- +$354.8M (+34.5%) vs. Q2 2024
- New holders
- 32
- 70 more added
- Sold out
- 15
- 84 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRMK 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 | 290 | $2.15B |
| Q1 2026 | 273 | $1.95B |
| Q4 2025 | 261 | $1.73B |
| Q3 2025 | 269 | $1.76B |
| Q2 2025 | 266 | $1.61B |
| Q1 2025 | 256 | $1.54B |
| Q4 2024 | 244 | $1.56B |
| Q3 2024 | 237 | $1.38B |
| Q2 2024 | 223 | $1.30B |
| Q1 2024 | 211 | $1.19B |
| Q4 2023 | 200 | $1.15B |
| Q3 2023 | 209 | $880.3M |
| Q2 2023 | 202 | $852.9M |
| Q1 2023 | 205 | $1.01B |
| Q4 2022 | 237 | $1.44B |
| Q3 2022 | 209 | $1.25B |
| Q2 2022 | 205 | $1.20B |
| Q1 2022 | 209 | $1.26B |
| Q4 2021 | 205 | $1.34B |
| Q3 2021 | 199 | $1.32B |
| Q2 2021 | 199 | $1.20B |
| Q1 2021 | 187 | $1.32B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Trustmark Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 4 | $127 | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 4 | $128 | 0.00% | +4 | New |
| Larson Financial Group LLC | 6 | $191 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $287 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $414 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $541 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $693 | 0.00% | +16+320.0% | Added |
| EverSource Wealth Advisors, LLC | 23 | $732 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $955 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $1.00K | 0.00% | −5−20.8% | Reduced |
| Proequities, Inc. | 32 | $1.02K | 0.00% | −69−68.3% | Reduced |
| Farmers & Merchants Investments Inc | 41 | $1.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $1.37K | 0.00% | +2+4.9% | Added |
| Farther Finance Advisors, LLC | 49 | $1.56K | 0.00% | +11+28.9% | Added |
| Hemington Wealth Management | 82 | $2.00K | 0.00% | +82 | New |
| Asset Dedication, LLC | 64 | $2.04K | 0.00% | −248−79.5% | Reduced |
| Rothschild Investment LLC | 65 | $2.07K | 0.00% | +40+160.0% | Added |
| Massmutual Trust Co FSB | 67 | $2.13K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 92 | $2.93K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 93 | $2.96K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 98 | $3.12K | 0.00% | −204−67.5% | Reduced |
| Carolinas Wealth Consulting LLC | 99 | $3.15K | 0.00% | −3−2.9% | Reduced |
| Montag A & Associates Inc | 119 | $3.79K | 0.00% | −119−50.0% | Reduced |
| Capital Performance Advisors LLP | 128 | $4.07K | 0.00% | +128 | New |
| Global Retirement Partners, LLC | 132 | $4.20K | 0.00% | +40+43.5% | Added |
| Umb Bank N A | 154 | $4.90K | 0.00% | +72+87.8% | Added |
| Harbour Investments, Inc. | 156 | $4.95K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 163 | $5.19K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $5.22K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 202 | $6.43K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 209 | $6.65K | 0.00% | +209 | New |
| Quarry LP | 258 | $8.21K | 0.00% | +215+500.0% | Added |
| Richardson Financial Services Inc. | 275 | $8.26K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 326 | $10.4K | 0.00% | −47−12.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 326 | $10.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $12.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 452 | $14.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 484 | $15.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $15.9K | 0.00% | −1,600−76.2% | Reduced |
| Smartleaf Asset Management LLC | 514 | $16.2K | 0.00% | +45+9.6% | Added |
| Nomura Asset Management Co Ltd | 590 | $18.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 601 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 633 | $20.1K | 0.00% | −159−20.1% | Reduced |
| Bessemer Group Inc | 684 | $22.0K | 0.00% | +40+6.2% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $28.6K | 0.01% | +700+350.0% | Added |
| Delta Asset Management LLC | 1,060 | $33.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,087 | $34.6K | 0.00% | +245+29.1% | Added |
| GAMMA Investing LLC | 1,117 | $35.5K | 0.00% | +201+21.9% | Added |
| Nisa Investment Advisors, LLC | 1,135 | $36.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,238 | $39.4K | 0.00% | −91−6.8% | Reduced |
| Center for Financial Planning, Inc. | 1,500 | $47.7K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,985 | $63.2K | 0.02% | +1,985 | New |
| nVerses Capital, LLC | 2,100 | $66.8K | 0.03% | +2,100 | New |
| Headlands Technologies LLC | 2,179 | $69.3K | 0.01% | +2,179 | New |
| KBC Group NV | 2,212 | $70.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,536 | $80.7K | 0.00% | +10.0% | Added |
| Citizens National Bank Trust Department | 3,000 | $95.5K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,093 | $130.2K | 0.02% | +4,093 | New |
| Ronald Blue Trust, Inc. | 4,953 | $148.8K | 0.00% | +3,430+225.2% | Added |
| CWM, LLC | 4,960 | $158.0K | 0.00% | +177+3.7% | Added |
| GWM Advisors LLC | 5,029 | $160.0K | 0.00% | +3,035+152.2% | Added |
| Arlington Trust Co LLC | 5,309 | $168.9K | 0.04% | +2,309+77.0% | Added |
| Point72 (DIFC) Ltd | 5,344 | $170.0K | 0.01% | +5,344 | New |
| Aquatic Capital Management LLC | 5,392 | $171.6K | 0.00% | +5,392 | New |
| Tanglewood Legacy Advisors, LLC | 6,000 | $190.9K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,050 | $192.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,156 | $195.9K | 0.01% | −13,550−68.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,349 | $202.0K | 0.00% | +738+13.2% | Added |
| PDT Partners, LLC | 6,518 | $207.4K | 0.02% | −7,361−53.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,667 | $212.1K | 0.01% | +6,667 | New |
| Kennedy Capital Management, Inc. | 6,768 | $215.4K | 0.00% | −144,356−95.5% | Reduced |
| Captrust Financial Advisors | 6,773 | $215.5K | 0.00% | −817−10.8% | Reduced |
| FMR LLC | 6,851 | $218.0K | 0.00% | +4,036+143.4% | Added |
| Acadian Asset Management LLC | 6,938 | $220.0K | 0.00% | +6,938 | New |
| Centiva Capital, LP | 6,940 | $220.8K | 0.01% | +6,940 | New |
| Mercer Global Advisors Inc | 7,322 | $227.2K | 0.00% | +14+0.2% | Added |
| Clearstead Advisors, LLC | 7,370 | $234.5K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7,447 | $236.9K | 0.01% | +54+0.7% | Added |
| Lido Advisors, LLC | 7,486 | $238.2K | 0.00% | +7,486 | New |
| HSBC Holdings PLC | 7,700 | $246.7K | 0.00% | −2,930−27.6% | Reduced |
| Cornercap Investment Counsel Inc | 7,800 | $248.2K | 0.07% | +7,800 | New |
| Robeco Institutional Asset Management B.V. | 7,806 | $248.4K | 0.00% | +7,806 | New |
| Pictet Asset Management Holding SA | 7,851 | $249.8K | 0.00% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 7,920 | $252.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,155 | $253.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,981 | $254.0K | 0.00% | −58−0.7% | Reduced |
| Element Wealth, LLC | 8,485 | $270.0K | 0.14% | −556−6.1% | Reduced |
| Russell Investments Group, Ltd. | 8,598 | $273.6K | 0.00% | −11−0.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 8,882 | $282.6K | 0.23% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,887 | $282.8K | 0.07% | +20.0% | Added |
| Resolute Wealth Strategies, LLC | 9,130 | $290.5K | 0.15% | −502−5.2% | Reduced |
| Trexquant Investment LP | 9,146 | $291.0K | 0.00% | −20,585−69.2% | Reduced |
| Mutual of America Capital Management LLC | 9,206 | $292.9K | 0.00% | −854−8.5% | Reduced |
| Everence Capital Management Inc | 9,210 | $293.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 9,355 | $297.7K | 0.00% | −1,572−14.4% | Reduced |
| Crawford Investment Counsel Inc | 9,450 | $300.7K | 0.01% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 9,622 | $306.2K | 0.11% | −10.0% | Reduced |
| Quest Partners LLC | 9,701 | $308.7K | 0.03% | +9,701 | New |
| Citadel Advisors LLC | 9,859 | $313.7K | 0.00% | +9,859 | New |
| Baird Financial Group, Inc. | 9,999 | $318.2K | 0.00% | 00.0% | Unchanged |