Timberland Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 693.25 K | $24.82 M | -2.52% | 8.79% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 559.78 K | $20.04 M | -0.39% | 7.10% |
| VANGUARD GROUP INC | 01/29/2026 | 419.57 K | $15.02 M | -2.15% | 5.32% |
| CUTLER CAPITAL MANAGEMENT, LLC | 02/13/2026 | 291.80 K | $10.45 M | 0.00% | 3.70% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 289.46 K | $10.36 M | -0.51% | 3.67% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 263.12 K | $9.42 M | -8.93% | 3.34% |
| SIENA CAPITAL PARTNERS GP, LLC | 02/11/2026 | 230.85 K | $8.26 M | 0.00% | 2.93% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 218.09 K | $7.81 M | -2.20% | 2.77% |
| DAVIS ASSET MANAGEMENT, L.P. | 02/13/2026 | 174.48 K | $6.25 M | 0.00% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 173.56 K | $6.22 M | -1.24% | 2.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 131.64 K | $4.71 M | 0.00% | 1.67% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 129.77 K | $4.65 M | -0.76% | 1.65% |
| STATE STREET CORP | 02/13/2026 | 126.76 K | $4.54 M | 1.87% | 1.61% |
| GABELLI FUNDS LLC | 02/05/2026 | 123.06 K | $4.41 M | 0.00% | 1.56% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 01/26/2026 | 120.20 K | $4.30 M | -0.45% | 1.52% |
| FOURTHSTONE LLC | 02/13/2026 | 109.69 K | $3.93 M | 207.45% | 1.39% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 86.72 K | $3.10 M | 2.13% | 1.10% |
| WESTPORT ASSET MANAGEMENT INC | 02/04/2026 | 80.91 K | $2.69 M | 0.00% | 1.03% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 64.38 K | $2.30 M | 9.17% | 0.82% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 63.25 K | $2.26 M | -3.07% | 0.80% |
| NORTHERN TRUST CORP | 02/17/2026 | 59.66 K | $2.14 M | -8.19% | 0.76% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 49.80 K | $1.78 M | 0.00% | 0.63% |
| CREATIVE PLANNING | 02/17/2026 | 40.58 K | $1.45 M | 63.58% | 0.51% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 39.68 K | $1.42 M | 0.65% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 38.38 K | $1.37 M | -6.84% | 0.49% |
| 02/09/2026 | 35.45 K | $1.27 M | 100.00% | 0.45% | |
| BARCLAYS PLC | 02/13/2026 | 30.79 K | $1.10 M | -0.57% | 0.39% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 30.45 K | $1.09 M | 3.27% | 0.39% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 29.87 K | $1.07 M | -28.89% | 0.38% |
| HSBC HOLDINGS PLC | 03/20/2026 | 26.88 K | $962.81 K | -1.26% | 0.34% |
| MORGAN STANLEY | 02/13/2026 | 26.46 K | $947.40 K | 15.71% | 0.34% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 23.25 K | $832.44 K | 25.90% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 22.38 K | $801.35 K | 0.02% | 0.28% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 21.23 K | $759.89 K | -3.18% | 0.27% |
| RBF CAPITAL, LLC | 02/17/2026 | 20.42 K | $730.89 K | 0.00% | 0.26% |
| OPPENHEIMER & CLOSE, LLC | 02/10/2026 | 19.84 K | $710.24 K | 50.05% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 18.98 K | $679.52 K | 21.96% | 0.24% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 18.27 K | $654.03 K | 7.35% | 0.23% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 15.36 K | $549.95 K | 56.41% | 0.19% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 12.65 K | $452.91 K | 100.00% | 0.16% |
| NUVEEN, LLC | 02/12/2026 | 12.56 K | $449.72 K | 0.00% | 0.16% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 11.62 K | $415.96 K | 6.41% | 0.15% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 11.59 K | $415.03 K | -10.28% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 11.28 K | $403.87 K | 30.58% | 0.14% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 10.40 K | $372.00 K | 0.00% | 0.13% |
| SEIZERT CAPITAL PARTNERS, LLC | 02/02/2026 | 10.29 K | $368.20 K | 0.00% | 0.13% |
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 10.00 K | $358.00 K | 0.00% | 0.13% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 9.84 K | $350.00 K | 189.53% | 0.12% |
| JANE STREET GROUP, LLC | 02/12/2026 | 9.17 K | $328.21 K | -43.27% | 0.12% |
| DELTA ASSET MANAGEMENT LLC/TN | 02/09/2026 | 8.80 K | $315.04 K | 0.00% | 0.11% |
Timberland Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of Timberland Bancorp, Inc.. The most heavily invested institutionals were:
KILEY JUERGENS WEALTH MANAGEMENT, LLC: 120,067
HSBC HOLDINGS PLC: 24,305
Bank of New York Mellon Corp: 23,722
Nuveen, LLC: 12,562
180 WEALTH ADVISORS, LLC: 10,000
Badgley Phelps Wealth Managers, LLC: 6,866
65.27% of Timberland Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.56 M shares in the last 24 months. This purchase volume represents approximately $252.46 M in transactions.