| 0.01% |
| 4 | STATE STREET CORP | 3.3M | $152.4M | +11.3% | 5.652% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $116.9M | -0.2% | 4.335% | 0.00% |
| 6 | EARNEST PARTNERS LLC | 2.4M | $112.2M | -3.7% | 4.162% | 0.40% |
| 7 | AMERICAN CENTURY COMPANIES INC | 1.7M | $78.0M | +33.9% | 2.893% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $73.4M | +5.4% | 2.723% | 0.00% |
| 9 | North Reef Capital Management LP | 1.6M | $72.0M | -19.8% | 2.671% | 2.76% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $70.4M | -53.6% | 2.610% | 0.01% |
| 11 | MILLENNIUM MANAGEMENT LLC | 961K | $44.2M | +1467.7% | 1.640% | 0.02% |
| 12 | GOLDMAN SACHS GROUP INC | 871K | $40.1M | +19.2% | 1.485% | 0.00% |
| 13 | UBS Group AG | 849K | $39.1M | -1.4% | 1.449% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 745K | $34.3M | -4.3% | 1.272% | 0.00% |
| 15 | NORTHERN TRUST CORP | 690K | $31.7M | +6.6% | 1.177% | 0.00% |
| 16 | FEDERATED HERMES, INC. | 513K | $23.6M | +14.9% | 0.875% | 0.03% |
| 17 | MORGAN STANLEY | 512K | $23.5M | +15.1% | 0.873% | 0.00% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 506K | $23.3M | +33.1% | 0.863% | 0.01% |
| 19 | Bank of New York Mellon Corp | 493K | $22.7M | +1.4% | 0.841% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 409K | $18.8M | +2.6% | 0.698% | 0.33% |
| 21 | Newport Trust Company, LLC | 400K | $18.4M | -2.1% | 0.682% | 0.04% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 385K | $17.7M | +2.4% | 0.657% | 0.00% |
| 23 | AMERIPRISE FINANCIAL INC | 366K | $16.8M | +244.5% | 0.625% | 0.00% |
| 24 | Fisher Asset Management, LLC | 360K | $16.6M | -2.7% | 0.615% | 0.00% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 354K | $16.3M | +0.6% | 0.604% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TRMK — a direct measure of their conviction.
| 73.44% |
| +0.98 pp |
| $1.50B |
| 1.8% |
| Q4 2024 | 240 | +3.0% | 72.46% | +1.51 pp | $1.53B | +13% |
| Q3 2024 | 233 | — | 70.95% | — | $1.35B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
43 institutions opened new positions in TRMK during Q2 2026, while 26 fully exited. 208 added to existing positions and 30 trimmed.
TRMK institutional ownership rose by 0.82 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 66.6% of all reported 13F value in TRMK, and the top 25 account for 84.8%.
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