Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TRMK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.3M | $349.8M | -1.9% | 14.100% | 0.01% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.9M | $164.2M | +0.5% | 6.620% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $148.5M | β | 5.987% | 0.01% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 3.3M | $138.8M | -14.4% | 5.595% | 0.03% |
| 5 | STATE STREET CORP | 3.0M | $125.4M | +2.9% | 5.053% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $107.3M | β | 4.324% | 0.00% |
| 7 | EARNEST PARTNERS LLC | 2.5M | $106.7M | -2.9% | 4.302% | 0.44% |
| 8 | North Reef Capital Management LP | 2.0M | $82.3M | β | 3.317% | 2.83% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $63.8M | +1.5% | 2.573% | 0.00% |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.3M | $53.4M | +44.7% | 2.151% | 0.03% |
| 11 | UBS Group AG | 861K | $36.3M | +34.5% | 1.463% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 779K | $32.8M | -10.4% | 1.323% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 730K | $30.8M | +56.9% | 1.241% | 0.00% |
| 14 | NORTHERN TRUST CORP | 647K | $27.3M | +2.4% | 1.099% | 0.00% |
| 15 | Bank of New York Mellon Corp | 486K | $20.5M | -3.8% | 0.826% | 0.00% |
| 16 | FEDERATED HERMES, INC. | 446K | $18.8M | +2.4% | 0.758% | 0.03% |
| 17 | MORGAN STANLEY | 444K | $18.7M | -6.9% | 0.755% | 0.00% |
| 18 | Newport Trust Co | 409K | $17.2M | -3.4% | 0.694% | 0.04% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 398K | $16.8M | +2.3% | 0.677% | 0.34% |
| 20 | TWO SIGMA INVESTMENTS, LP | 396K | $16.7M | +41.6% | 0.672% | 0.01% |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 380K | $16.0M | +8.3% | 0.645% | 0.01% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 376K | $15.8M | β | 0.639% | 0.00% |
| 23 | Nuveen, LLC | 371K | $15.6M | -0.3% | 0.630% | 0.00% |
| 24 | Fisher Asset Management, LLC | 371K | $15.6M | -0.2% | 0.629% | 0.01% |
| 25 | Clark Capital Management Group, Inc. | 361K | $15.2M | +11.2% | 0.614% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TRMK β a direct measure of their conviction.
Filings activity in TRMK during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TRMK position in Q1 2026
Institutions that fully closed their TRMK position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 263 | +1.9% | 71.06% | +7.73 pp | $1.92B | +12% |
| Q4 2025 | 258 | 2.6% | 63.33% | 0.72 pp | $1.71B | 1.1% |
| Q3 2025 | 265 | 0.7% | 64.05% | +5.85 pp | $1.73B | +10% |
| Q2 2025 | 267 | +5.5% | 58.20% | +2.52 pp | $1.57B | +4.5% |
| Q1 2025 | 253 | +5.4% | 55.68% | 1.00 pp | $1.50B | 1.8% |
| Q4 2024 | 240 | +3.0% | 56.68% | +6.61 pp | $1.53B | +13% |
| Q3 2024 | 233 | +5.0% | 50.07% | +3.29 pp | $1.35B | +7.0% |
| Q2 2024 | 222 | β | 46.78% | β | $1.26B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TRMK stock.
Based on Q1 2026 13F filings, institutional ownership of Trustmark Corporation stands at 71.1%, held across 263 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TRMK, with approximately 8,301,225 shares worth $0.35B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of TRMK, including TWO SIGMA INVESTMENTS, LP, Fisher Asset Management, LLC.
Our composite Smart Money Score for TRMK is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in TRMK during Q1 2026, while 39 fully exited. 177 added to existing positions and 41 trimmed.
TRMK institutional ownership rose by 7.73 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 69.8% of all reported 13F value in TRMK, and the top 25 account for 86.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Trustmark Corporation (TRMK) Institutional Ownership