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, Q4 2024
Institutional positions in Trustmark Corp as of Dec 31, 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
- 244
- +8 vs. Q3 2024
- Shares held
- 44.2M
- +675.2K (+1.6%) vs. Q3 2024
- Total value
- $1.56B
- +$178.4M (+12.9%) vs. Q3 2024
- New holders
- 31
- 85 more added
- Sold out
- 23
- 72 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Trustmark Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −15−78.9% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $106 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 4 | $141 | 0.00% | +4 | New |
| Larson Financial Group LLC | 6 | $212 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $212 | 0.00% | 0 | New |
| Parkside Financial Bank & Trust | 9 | $319 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $460 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $531 | 0.00% | −2−11.8% | Reduced |
| Parallel Advisors, LLC | 22 | $811 | 0.00% | +1+4.8% | Added |
| Proequities, Inc. | 32 | $1.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $1.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $1.66K | 0.00% | +4+9.3% | Added |
| Farther Finance Advisors, LLC | 52 | $1.84K | 0.00% | +3+6.1% | Added |
| Versant Capital Management, Inc | 57 | $2.02K | 0.00% | +27+90.0% | Added |
| Asset Dedication, LLC | 64 | $2.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $2.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $2.65K | 0.00% | +10+15.4% | Added |
| Park Square Financial Group, LLC | 82 | $2.90K | 0.00% | +82 | New |
| Hemington Wealth Management | 105 | $3.00K | 0.00% | +23+28.0% | Added |
| Carolinas Wealth Consulting LLC | 89 | $3.15K | 0.00% | −10−10.1% | Reduced |
| Fifth Third Bancorp | 92 | $3.25K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 98 | $3.47K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 101 | $3.57K | 0.00% | +101 | New |
| Montag A & Associates Inc | 119 | $4.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 128 | $4.53K | 0.00% | +128 | New |
| EverSource Wealth Advisors, LLC | 148 | $5.24K | 0.00% | +125+543.5% | Added |
| Umb Bank N A | 154 | $5.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 156 | $5.51K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 163 | $5.77K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $5.80K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 202 | $7.14K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 235 | $8.31K | 0.00% | +103+78.0% | Added |
| Richardson Financial Services Inc. | 315 | $11.2K | 0.01% | +40+14.5% | Added |
| First Horizon Advisors, Inc. | 321 | $11.4K | 0.00% | −5−1.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 326 | $11.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 401 | $14.2K | 0.00% | +1+0.3% | Added |
| SRS Capital Advisors, Inc. | 452 | $16.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 478 | $16.9K | 0.00% | +478 | New |
| Coppell Advisory Solutions LLC | 484 | $17.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 590 | $20.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 601 | $21.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 633 | $22.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 636 | $22.7K | 0.00% | +122+23.7% | Added |
| Bessemer Group Inc | 699 | $25.0K | 0.00% | +15+2.2% | Added |
| Jones Financial Companies LLLP | 1,041 | $36.8K | 0.00% | +1,041 | New |
| Delta Asset Management LLC | 1,060 | $37.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,107 | $39.2K | 0.00% | +20+1.8% | Added |
| Nisa Investment Advisors, LLC | 1,135 | $40.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,283 | $45.4K | 0.00% | +166+14.9% | Added |
| Lazard Asset Management LLC | 1,344 | $47.0K | 0.00% | +1,344 | New |
| Ronald Blue Trust, Inc. | 1,335 | $47.2K | 0.00% | −3,618−73.0% | Reduced |
| Center for Financial Planning, Inc. | 1,500 | $53.1K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,918 | $67.8K | 0.00% | +1,709+817.7% | Added |
| GoalVest Advisory LLC | 1,985 | $70.2K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,423 | $85.7K | 0.02% | −1,670−40.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,523 | $89.2K | 0.00% | −3,633−59.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,537 | $89.7K | 0.00% | +10.0% | Added |
| Tanglewood Legacy Advisors, LLC | 3,000 | $106.1K | 0.05% | −3,000−50.0% | Reduced |
| Citizens National Bank Trust Department | 3,000 | $106.1K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 3,163 | $112.0K | 0.00% | +951+43.0% | Added |
| Public Employees Retirement System of Ohio | 3,289 | $116.3K | 0.00% | +2,051+165.7% | Added |
| Point72 (DIFC) Ltd | 4,851 | $171.6K | 0.02% | −493−9.2% | Reduced |
| GWM Advisors LLC | 5,029 | $177.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,153 | $182.0K | 0.00% | +193+3.9% | Added |
| Arlington Trust Co LLC | 5,309 | $187.8K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 5,503 | $194.6K | 0.00% | −1,348−19.7% | Reduced |
| CIBC World Markets Corp | 5,694 | $201.4K | 0.00% | +5,694 | New |
| Wealth Enhancement Advisory Services, LLC | 6,003 | $212.3K | 0.00% | +6,003 | New |
| Ameritas Investment Partners, Inc. | 6,050 | $214.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,133 | $216.9K | 0.00% | +6,133 | New |
| Vident Advisory, LLC | 6,222 | $220.1K | 0.00% | +6,222 | New |
| Advisor Group Holdings, Inc. | 6,388 | $225.9K | 0.00% | +39+0.6% | Added |
| Clearstead Advisors, LLC | 6,527 | $230.9K | 0.00% | −843−11.4% | Reduced |
| Bank of Montreal | 6,646 | $235.1K | 0.00% | +6,646 | New |
| Mercer Global Advisors Inc | 7,337 | $259.5K | 0.00% | +15+0.2% | Added |
| Logan Capital Management Inc | 7,492 | $265.0K | 0.01% | +45+0.6% | Added |
| Captrust Financial Advisors | 7,722 | $273.1K | 0.00% | +949+14.0% | Added |
| Cornercap Investment Counsel Inc | 7,800 | $275.9K | 0.09% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 7,806 | $276.1K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,770 | $277.1K | 0.00% | −385−4.7% | Reduced |
| Pictet Asset Management Holding SA | 7,851 | $277.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,926 | $280.0K | 0.05% | +7,926 | New |
| ZWJ Investment Counsel Inc | 7,920 | $280.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,981 | $282.3K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 7,983 | $282.4K | 0.00% | −1,372−14.7% | Reduced |
| Graham Capital Management, L.P. | 8,046 | $284.6K | 0.01% | +8,046 | New |
| HRT Financial LP | 8,574 | $303.0K | 0.00% | −15,858−64.9% | Reduced |
| Russell Investments Group, Ltd. | 8,592 | $303.9K | 0.00% | −6−0.1% | Reduced |
| Diligent Investors, LLC | 8,809 | $311.6K | 0.07% | −78−0.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 8,882 | $314.2K | 0.24% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,964 | $317.1K | 0.01% | +8,964 | New |
| Two Sigma Securities, LLC | 8,974 | $317.4K | 0.06% | +8,974 | New |
| Element Wealth, LLC | 9,018 | $319.0K | 0.17% | +533+6.3% | Added |
| Resolute Wealth Strategies, LLC | 9,175 | $324.5K | 0.17% | +45+0.5% | Added |
| Mutual of America Capital Management LLC | 9,265 | $327.7K | 0.00% | +59+0.6% | Added |
| Ballew Advisors, Inc | 9,850 | $330.3K | 0.21% | −143−1.4% | Reduced |
| Crawford Investment Counsel Inc | 9,588 | $339.1K | 0.01% | +138+1.5% | Added |
| Augustine Asset Management Inc | 9,622 | $340.3K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,767 | $345.5K | 0.00% | −1,473−13.1% | Reduced |
| Dark Forest Capital Management LP | 9,894 | $349.9K | 0.05% | +9,894 | New |