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Institutional Ownership · SEC Form 13F

Who owns Trustmark Corporation (TRMK)


Which tracked institutional funds hold TRMK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TRMK company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

270
Institutional holders
44M
Shares held (tracked funds)
74.9%
Of shares outstanding

How the tape is positioned

58 tracked funds added or opened TRMK while 31 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TRMK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in TRMK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 270 tracked filers holding TRMK, 136 increased or opened the position and 122 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TRMK between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 13

  • VANGUARD PORTFOLIO MANAGEMENT LLC$149M
  • VANGUARD CAPITAL MANAGEMENT LLC$107M
  • North Reef Capital Management LP$82M
  • VANGUARD FIDUCIARY TRUST CO$16M
  • NORGES BANK$4M
  • VANGUARD ASSET MANAGEMENT, Ltd$2M

Full exits 11

  • VANGUARD GROUP INC$228M
  • TWO SIGMA ADVISERS, LP$4M
  • RENAISSANCE TECHNOLOGIES LLC$3M
  • AlphaQuest LLC$3M
  • Point72 Asset Management, L.P.$2M
  • Brandywine Global Investment Management, LLC$1M

Largest adds

  • AMERICAN CENTURY COMPANIES INC$19M
  • DIMENSIONAL FUND ADVISORS LP$13M
  • STATE STREET CORP$13M
  • GOLDMAN SACHS GROUP INC$13M
  • UBS Group AG$11M
  • BANK OF AMERICA CORP /DE/$8M

Largest trims

  • BlackRock, Inc.$72M
  • WELLINGTON MANAGEMENT GROUP LLP$12M
  • MILLENNIUM MANAGEMENT LLC$9M
  • Verition Fund Management LLC$5M
  • TUDOR INVESTMENT CORP ET AL$4M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed6,112,496$258M12.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added3,897,556$164M8.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,524,803$149M7.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed3,276,965$138M6.7%2026-Q1
STATE STREET CORP added2,974,965$125M6.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,545,422$107M5.2%2026-Q1
EARNEST PARTNERS LLC trimmed2,532,602$107M5.2%2026-Q1
North Reef Capital Management LP new1,952,930$82M4.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,514,601$64M3.1%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,266,299$53M2.6%2026-Q1
UBS Group AG added861,248$36M1.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed779,069$33M1.6%2026-Q1
GOLDMAN SACHS GROUP INC added730,375$31M1.5%2026-Q1
NORTHERN TRUST CORP added646,862$27M1.3%2026-Q1
Bank of New York Mellon Corp trimmed485,987$20M1.0%2026-Q1
FEDERATED HERMES, INC. added446,442$19M0.9%2026-Q1
MORGAN STANLEY trimmed444,496$19M0.9%2026-Q1
Newport Trust Company, LLC trimmed408,564$17M0.8%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added398,315$17M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added395,702$17M0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added379,965$16M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new376,088$16M0.8%2026-Q1
Nuveen, LLC trimmed371,011$16M0.8%2026-Q1
Fisher Asset Management, LLC trimmed370,509$16M0.8%2026-Q1
Clark Capital Management Group, Inc. added361,387$15M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added351,655$15M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added316,772$13M0.6%2026-Q1
TRUSTMARK BANK TRUST DEPARTMENT added286,258$12M0.6%2026-Q1
Public Sector Pension Investment Board added260,639$11M0.5%2026-Q1
Empowered Funds, LLC added254,772$11M0.5%2026-Q1
Invesco Ltd. trimmed236,006$10M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed165,555$7M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed157,264$7M0.3%2026-Q1
FIRST TRUST ADVISORS LP added156,313$7M0.3%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC added152,916$6M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed150,707$6M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed143,364$6M0.3%2026-Q1
Ignite Planners, LLC added142,566$6M0.3%2026-Q1
Hanson & Doremus Investment Management139,397$6M0.3%2026-Q1
Legal & General Group Plc trimmed133,991$6M0.3%2026-Q1
Verition Fund Management LLC trimmed132,548$6M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed120,848$5M0.2%2026-Q1
Trexquant Investment LP added119,082$5M0.2%2026-Q1
Swiss National Bank113,100$5M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed106,244$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed104,903$4M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed95,397$4M0.2%2026-Q1
NORGES BANK trimmed108,116$4M0.2%2026-Q1
FRANKLIN RESOURCES INC added88,114$4M0.2%2026-Q1
BESSEMER GROUP INC added80,207$3M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added69,150$3M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed66,640$3M0.1%2026-Q1
HB Wealth Management, LLC trimmed66,317$3M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed61,309$3M0.1%2026-Q1
Sterling Capital Management LLC trimmed59,045$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added59,125$2M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed54,131$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed53,079$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added52,620$2M0.1%2026-Q1
LPL Financial LLC trimmed51,747$2M0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC added51,442$2M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed51,058$2M0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC added50,837$2M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new50,281$2M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed47,332$2M0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed45,985$2M0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added44,487$2M0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added44,045$2M0.1%2026-Q1
Integrated Quantitative Investments LLC added43,522$2M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added42,202$2M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed42,025$2M0.1%2026-Q1
OPPENHEIMER ASSET MANAGEMENT INC. trimmed41,150$2M0.1%2026-Q1
SG Americas Securities, LLC added39,611$2M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed39,389$2M0.1%2026-Q1
CITIGROUP INC trimmed38,960$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added38,334$2M0.1%2026-Q1
BARCLAYS PLC trimmed36,499$2M0.1%2026-Q1
Waverly Advisors, LLC added36,090$2M0.1%2026-Q1
Wakefield Asset Management LLLP added35,415$1M0.1%2026-Q1
BOKF, NA new34,080$1M0.1%2026-Q1
Rafferty Asset Management, LLC trimmed33,739$1M0.1%2026-Q1
Vanguard Global Advisers, LLC new33,128$1M0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added32,210$1M0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD31,700$1M0.1%2026-Q1
Illinois Municipal Retirement Fund added31,519$1M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed31,369$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed5,846,225$228M11.0%2025-Q4 stale
Edgestream Partners, L.P. trimmed135,850$5M0.2%2025-Q2 stale
TWO SIGMA ADVISERS, LP added96,347$4M0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC added93,422$4M0.2%2025-Q3 stale
Elizabeth Park Capital Advisors, Ltd. added87,071$3M0.1%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC trimmed74,862$3M0.1%2025-Q4 stale
AlphaQuest LLC added65,095$3M0.1%2025-Q4 stale
DARK FOREST CAPITAL MANAGEMENT LP trimmed62,062$2M0.1%2025-Q3 stale
Advisor Resource Council added64,512$2M0.1%2025-Q1 stale
Squarepoint Ops LLC trimmed51,175$2M0.1%2025-Q3 stale
Point72 Asset Management, L.P. added47,477$2M0.1%2025-Q4 stale
MALTESE CAPITAL MANAGEMENT LLC trimmed50,000$2M0.1%2025-Q2 stale
JACOBS ASSET MANAGEMENT, LLC trimmed47,704$2M0.1%2025-Q2 stale
Brandywine Global Investment Management, LLC added36,029$1M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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