13F QoQ Ownership Changes
TRMK Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 31 new · 86 added · 141 reduced · 40 exited
New Positions(31)
Added To(86)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 640,419 | +472,751 | $24.9M | +$18.3M | 281.9% |
| AMERICAN CENTURY COMPANIES INC | 875,028 | +310,848 | $34.1M | +$11.7M | 55.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 389,333 | +237,266 | $15.2M | +$9.1M | 156.0% |
| Empowered Funds, LLC | 245,602 | +127,284 | $9.6M | +$4.9M | 107.6% |
| MORGAN STANLEY | 477,472 | +122,613 | $18.6M | +$4.5M | 34.5% |
| TWO SIGMA INVESTMENTS, LP | 279,393 | +96,959 | $10.9M | +$3.7M | 53.1% |
| FEDERATED HERMES, INC. | 435,904 | +66,795 | $17.0M | +$2.4M | 18.1% |
| MILLENNIUM MANAGEMENT LLC | 293,373 | +64,237 | $11.4M | +$2.4M | 28.0% |
| Point72 Asset Management, L.P. | 47,477 | +38,101 | $1.8M | +$1.5M | 406.4% |
| BARCLAYS PLC | 126,543 | +42,992 | $4.6M | +$1.3M | 51.5% |
| BlackRock, Inc. | 8,462,202 | +107,570 | $329.6M | -$1.2M | 1.3% |
| Voya Investment Management LLC | 38,870 | +28,771 | $1.5M | +$1.1M | 284.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 350,873 | +29,065 | $13.7M | +$922.9K | 9.0% |
| VICTORY CAPITAL MANAGEMENT INC | 30,830 | +23,347 | $1.2M | +$904.5K | 312.0% |
| AlphaQuest LLC | 65,095 | +22,432 | $2.5M | +$846.0K | 52.6% |
| TWO SIGMA ADVISERS, LP | 96,347 | +20,700 | $3.8M | +$757.1K | 27.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,491,837 | +9,198 | $58.1M | -$608.9K | 0.6% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 23,981 | +15,251 | $934.1K | +$588.4K | 174.7% |
| WELLS FARGO & COMPANY/MN | 186,760 | +17,773 | $7.3M | +$582.4K | 10.5% |
| PRINCIPAL FINANCIAL GROUP INC | 346,339 | +17,414 | $13.5M | +$464.5K | 5.3% |
| Ignite Planners, LLC | 142,358 | +44 | $6.1M | +$417.4K | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,203 | +57 | $358.4K | +$358.1K | 0.6% |
| GOLDMAN SACHS GROUP INC | 465,421 | +820 | $18.1M | -$270.1K | 0.2% |
| MAGNOLIA CAPITAL ADVISORS LLC | 49,205 | +6,665 | $1.9M | +$232.0K | 15.7% |
| Brandywine Global Investment Management, LLC | 36,029 | +5,442 | $1.4M | +$192.1K | 17.8% |
| TRUSTMARK BANK TRUST DEPARTMENT | 286,059 | +203 | $11.1M | -$177.9K | 0.1% |
| Bank of New York Mellon Corp | 505,233 | +4,667 | $19.7M | -$143.6K | 0.9% |
| QUADRANT CAPITAL GROUP LLC | 3,496 | +3,434 | $136.2K | +$133.7K | 5538.7% |
| Y-Intercept (Hong Kong) Ltd | 31,689 | +3,515 | $1.2M | +$118.6K | 12.5% |
| JPMORGAN CHASE & CO | 188,662 | +1,078 | $7.3M | -$79.9K | 0.6% |
| Tower Research Capital LLC (TRC) | 5,108 | +2,034 | $199.0K | +$77.2K | 66.2% |
| FRANKLIN RESOURCES INC | 45,603 | +2,274 | $1.8M | +$60.4K | 5.2% |
| MML INVESTORS SERVICES, LLC | 8,106 | +1,642 | $315.7K | +$59.8K | 25.4% |
| DEUTSCHE BANK AG\ | 47,336 | +2,104 | $1.8M | +$52.5K | 4.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 114,257 | +3,146 | $4.5M | +$50.3K | 2.8% |
| HB Wealth Management, LLC | 70,431 | +220 | $2.7M | -$37.1K | 0.3% |
| Mariner, LLC | 19,882 | +1,210 | $774.5K | +$35.1K | 6.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,393 | +1,090 | $482.7K | +$35.1K | 9.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,965 | +1,138 | $738.7K | +$32.7K | 6.4% |
| LAZARD ASSET MANAGEMENT LLC | 42,990 | +1,500 | $1.7M | +$31.5K | 3.6% |
| Rockefeller Capital Management L.P. | 848 | +779 | $33.0K | +$30.3K | 1129.0% |
| Creative Planning | 8,849 | +697 | $344.7K | +$21.9K | 8.6% |
| Wakefield Asset Management LLLP | 34,905 | +124 | $1.4M | -$17.8K | 0.3% |
| Smartleaf Asset Management LLC | 553 | +354 | $21.7K | +$13.8K | 177.9% |
| SEI INVESTMENTS CO | 6,318 | +422 | $246.1K | +$12.6K | 7.2% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 11,336 | +450 | $441.5K | +$10.5K | 4.1% |
| Police & Firemen's Retirement System of New Jersey | 15,776 | +10 | $614.5K | -$9.9K | 0.1% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 29,552 | +269 | $1.2M | -$8.6K | 0.9% |
| Aptus Capital Advisors, LLC | 12,992 | +7 | $506.0K | -$8.2K | 0.1% |
| Waverly Advisors, LLC | 36,011 | +416 | $1.4M | -$6.9K | 1.2% |
| BankPlus Wealth Management LLC | 10,717 | +6 | $417.4K | -$6.7K | 0.1% |
| Element Wealth, LLC | 9,024 | +1 | $351.5K | -$5.8K | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 9,431 | +14 | $367.3K | -$5.6K | 0.1% |
| Integrated Investment Consultants, LLC | 8,183 | +3 | $318.7K | -$5.2K | 0.0% |
| CIBC Private Wealth Group LLC | 169 | +123 | $6.6K | +$4.8K | 267.4% |
| GAMMA Investing LLC | 2,528 | +135 | $98.5K | +$3.7K | 5.6% |
| ALPS ADVISORS INC | 11,447 | +97 | $445.9K | -$3.6K | 0.8% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5,366 | +7 | $209.0K | -$3.2K | 0.1% |
| LOGAN CAPITAL MANAGEMENT INC | 7,689 | +45 | $299.5K | -$3.2K | 0.6% |
| Larson Financial Group LLC | 86 | +80 | $3.4K | +$3.1K | 1333.3% |
| BESSEMER GROUP INC | 80,087 | +79,014 | $3.1K | +$3.1K | 7363.8% |
| RICHARDSON FINANCIAL SERVICES INC. | 817 | +74 | $31.8K | +$2.4K | 9.9% |
| Swiss National Bank | 113,100 | +1,800 | $4.4M | -$2.2K | 1.6% |
| Farther Finance Advisors, LLC | 133 | +56 | $5.2K | +$2.1K | 72.7% |
| Maryland State Retirement & Pension System | 8,773 | +95 | $341.7K | -$1.9K | 1.1% |
| FMR LLC | 13,935 | +180 | $542.8K | -$1.9K | 1.3% |
| ASSETMARK, INC | 213 | +51 | $8.3K | +$1.9K | 31.5% |
| Root Financial Partners, LLC | 222 | +33 | $8.6K | +$1.2K | 17.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 13,749 | +200 | $535.5K | -$1.0K | 1.5% |
| Bare Financial Services, Inc | 172 | +27 | $6.7K | +$958 | 18.6% |
| ProShare Advisors LLC | 10,967 | +202 | $427.2K | +$870 | 1.9% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6,853 | +91 | $266.9K | -$851 | 1.3% |
| FIFTH THIRD BANCORP | 257 | +24 | $10.0K | +$783 | 10.3% |
| JFS WEALTH ADVISORS, LLC | 80 | +21 | $3.1K | +$779 | 35.6% |
| UMB Bank, n.a. | 316 | +19 | $12.3K | +$547 | 6.4% |
| SG Americas Securities, LLC | 36,353 | +13,909 | $1.4K | +$527 | 62.0% |
| HRT FINANCIAL LP | 45,044 | +8,899 | $1.8K | +$323 | 24.6% |
| High Note Wealth, LLC | 129 | +7 | $5.0K | +$194 | 5.7% |
| Bay Harbor Wealth Management, LLC | 7 | +2 | $272 | +$74 | 40.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 81,259 | +200 | $3.2K | -$45 | 0.2% |
| NATIXIS ADVISORS, LLC | 11,631 | +1,014 | $453 | +$33 | 9.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 60,517 | +1,473 | $2.4K | +$19 | 2.5% |
| State of Alaska, Department of Revenue | 30,507 | +131 | $1.2K | -$14 | 0.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 891 | +276 | $35 | +$11 | 44.9% |
| HANTZ FINANCIAL SERVICES, INC. | 419 | +189 | $16 | +$7 | 82.2% |
| AMALGAMATED BANK | 17,409 | +145 | $678 | -$6 | 0.8% |