TFS FinancialTFSL

13F holders, Q4 2025 (December 31)
204holders +18
32new positions
20sold out
4famous investors
$13.38avg. 13F price*

At the end of Q4 2025, 204 institutions reported holding TFS Financial Corp. (TFSL) in their 13F filings, up 18 from Q3 2025. 32 opened new positions and 20 sold out. The largest holders were Vanguard Group Inc. ($66.9M), BlackRock, Inc. ($53.9M) and Dimensional Fund Advisors LP ($39.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
TFS Financial Corp.
CUSIP
87240R107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 152Q1 2024Q2 2024: 162Q2 2024Q3 2024: 167Q3 2024Q4 2024: 176Q4 2024Q1 2025: 190Q1 2025Q2 2025: 178Q2 2025Q3 2025: 186Q3 2025Q4 2025: 204Q4 2025Q1 2026: 217Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions32$16.9M
Exits20$2.9M

All 13F filers, Q3 2025 → Q4 2025: 5,008,200 shares bought and 1,255,489 shares sold, net +3,752,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 204 holders

Vanguard Group Inc. 0.00% Reduce -1.9% 5,002,425 $66.9M
BlackRock, Inc. 0.00% Add +14.2% 4,028,594 $53.9M
Dimensional Fund Advisors LP 0.01% Add +2.3% 2,931,751 $39.2M
Lakewood Capital Management, LP 2.56% Add +8.6% 2,750,382 $36.8M
Renaissance Technologies 0.06% Reduce -15.8% 2,656,791 $35.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +135.0% 2,372,410 $31.7M
State Street Corp. 0.00% Add +24.6% 1,966,004 $26.3M
Bank of New York Mellon Corp 0.00% Add +23.2% 1,869,302 $25.0M
Cramer Rosenthal McGlynn LLC 1.01% Add +0.6% 1,174,685 $15.7M
Geode Capital Management, LLC 0.00% Add +0.1% 1,142,013 $15.3M
Bank of America Corp. 0.00% Reduce -4.9% 793,818 $10.6M
Morgan Stanley 0.00% Add +23.4% 710,502 $9.5M
Citadel Advisors 0.00% Reduce -19.9% 513,238 $6.9M
UBS Group AG 0.00% Add +28.3% 499,893 $6.7M
Gator Capital Management, LLC 1.30% New 470,125 $6.3M
Norges Bank 0.00% — 392,257 $5.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.1% 307,465 $4.1M
Beverly Hills Private Wealth, LLC 0.68% New 291,767 $3.9M
Quantinno Capital Management LP 0.01% Add +37.1% 264,946 $3.5M
Two Sigma Investments, LP 0.01% Add +1.6% 258,674 $3.5M
Clearstead Advisors, LLC 0.04% Add +12.6% 247,221 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -3.8% 237,252 $3.2M
Northern Trust Corp. 0.00% Reduce -4.8% 237,045 $3.2M
Kestra Investment Management, LLC 0.07% Add +0.5% 214,499 $2.9M
Squarepoint Ops LLC 0.01% Add +90.4% 214,200 $2.9M
Nuveen, LLC 0.00% Add +32.5% 163,197 $2.2M
State Board of Administration of Florida Retirement System 0.00% No change 161,342 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.3% 156,933 $2.1M
Sage Investment Counsel LLC 1.72% Add +0.1% 116,828 $1.6M
Invesco Ltd. 0.00% Reduce -0.9% 116,268 $1.6M
First Trust Advisors LP 0.00% Reduce -28.5% 111,456 $1.5M
Swiss National Bank 0.00% Add +1.6% 110,700 $1.5M
CenterBook Partners LP 0.07% New 109,948 $1.5M
Citigroup Inc. 0.00% Add +28.8% 104,564 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 104,201 $1.4M
Creative Planning 0.00% Add +2.1% 100,973 $1.4M
Campbell & CO Investment Adviser LLC 0.06% Add +58.3% 95,521 $1.3M
Two Sigma Advisers, LP 0.00% Reduce -21.9% 95,372 $1.3M
Alliancebernstein L.P. 0.00% Reduce -13.3% 94,072 $1.3M
Goldman Sachs Group Inc. 0.00% Add +75.1% 93,281 $1.2M
Millennium Management 0.00% Reduce -14.8% 92,551 $1.2M
Vision Capital Management, Inc. 0.15% Reduce -2.1% 90,366 $1.2M
Occudo Quantitative Strategies LP 0.08% New 84,807 $1.1M
Rafferty Asset Management, LLC 0.00% Add +14.9% 69,670 $932K
Legal & General Group Plc 0.00% Add +1.2% 60,998 $816K
Vestmark Advisory Solutions, Inc. 0.01% Add +8.2% 60,231 $806K
SG Americas Securities, LLC 0.00% Add +252.9% 55,950 $749K
California State Teachers Retirement System 0.00% Reduce -8.5% 54,902 $735K
Rhumbline Advisers 0.00% Add +5.7% 52,534 $703K
Focus Partners Wealth 0.00% Add +7.5% 52,215 $699K
Frank, Rimerman Advisors LLC 0.04% Reduce -0.3% 47,067 $630K
AQR Capital Management 0.00% Add +82.8% 44,959 $602K
Cetera Investment Advisers 0.00% Reduce -8.7% 44,787 $599K
Signature Estate & Investment Advisors LLC 0.01% Add +17.3% 44,314 $593K
Sequoia Financial Advisors, LLC 0.00% Add +44.4% 44,263 $592K
Harbor Advisors LLC 0.08% No change 42,260 $565K
Maridea Wealth Management LLC 0.08% Reduce -0.3% 38,725 $518K
Hilltop Holdings Inc. 0.03% New 36,020 $482K
Meeder Advisory Services, Inc. 0.02% Add +38.7% 35,657 $477K
Farther Finance Advisors, LLC 0.01% Reduce -2.3% 35,189 $471K
Inspire Investing, LLC 0.04% Add +1.1% 34,931 $467K
Summit Trail Advisors, LLC 0.01% Reduce -6.3% 33,373 $447K
Osaic Holdings, Inc. 0.00% Reduce -11.1% 33,283 $445K
Mercer Global Advisors Inc. 0.00% Add +74.7% 32,636 $437K
Victory Capital Management Inc. 0.00% Add +0.4% 32,150 $430K
Caprock Group, LLC 0.01% Add +106.8% 31,161 $417K
AlphaQuest LLC 0.02% Add +254.3% 29,794 $399K
CANADA LIFE ASSURANCE Co 0.00% Add +9.4% 28,948 $387K
Avise Financial Cooperative, Inc. 0.34% — 28,282 $378K
Ameriprise Financial Inc. 0.00% Add +109.7% 27,690 $370K
T. Rowe Price Associates Inc. 0.00% Add +5.4% 27,156 $364K
Parallel Advisors, LLC 0.01% Add +4.6% 26,837 $359K
Barclays PLC 0.00% Add +447.9% 26,688 $357K
Janus Henderson Group PLC 0.00% No change 24,830 $332K
Corient Private Wealth LP 0.00% Add +26.5% 24,319 $325K
Lighthouse Investment Partners, LLC 0.01% New 23,980 $321K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -3.5% 23,804 $318K
JPMorgan Chase & Co. 0.00% Reduce -13.1% 23,417 $313K
Police & Firemen's Retirement System of New Jersey 0.00% No change 22,629 $303K
HB Wealth Management, LLC 0.00% Add +23.6% 22,301 $298K
Treasurer of the State of North Carolina 0.00% Reduce -6.8% 21,950 $294K
American Century Companies Inc. 0.00% New 21,042 $282K
Orion Porfolio Solutions, LLC 0.00% Add +8.7% 20,834 $279K
US Bancorp \de 0.00% Add +7.5% 20,398 $273K
Farmers Trust Co. 0.04% No change 20,000 $268K
Stratos Wealth Partners, LTD. 0.00% Add +27.4% 19,656 $263K
Covestor Ltd 0.13% Reduce -0.6% 19,127 $256K
Russell Investments Group, Ltd. 0.00% Add +35.4% 18,990 $254K
Sei Investments Co. 0.00% New 17,838 $239K
Ethic Inc. 0.00% New 16,974 $227K
Mariner, LLC 0.00% Add +18.8% 16,798 $225K
Gabelli Funds LLC 0.00% No change 16,000 $214K
Public Employees Retirement System of Ohio 0.00% Reduce -3.7% 15,770 $211K
Arizona State Retirement System 0.00% Reduce -5.7% 15,662 $210K
Glenmede Trust Co. NA 0.00% — 15,064 $202K
Commonwealth Equity Services, LLC 0.00% Add +25.9% 14,866 $199K
Envestnet Asset Management Inc. 0.00% Add +10.6% 14,819 $198K
LPL Financial LLC 0.00% Add +4.3% 14,490 $194K
Axq Capital, LP 0.04% New 14,466 $194K
Integrated Advisors Network LLC 0.01% No change 13,735 $184K

"% of holder's portfolio" is TFSL's weight in each manager's 13F, not the share of TFS Financial Corp. the manager owns.

Show all 204 holders