Who owns Trustmark (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
71 tracked funds added or opened TRMK while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 268 tracked filers holding TRMK, 158 increased or opened the position and 114 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 2026-Q1 and 2026-Q2 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 12
- Point72 Asset Management, L.P.$4M
- Campbell & CO Investment Adviser LLC$2M
- SMITH, MOORE & CO.$2M
- HUB Investment Partners, LLC$1M
- Jupiter Topco LLC$1M
- HSBC HOLDINGS PLC$1M
Full exits 21
- Hanson & Doremus Investment Management$6M
- NORGES BANK$4M
- BESSEMER GROUP INC$3M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2M
- CANADA LIFE ASSURANCE Co$2M
- Integrated Quantitative Investments LLC$2M
Largest adds
- BlackRock, Inc.$138M
- MILLENNIUM MANAGEMENT LLC$42M
- STATE STREET CORP$27M
- AMERICAN CENTURY COMPANIES INC$25M
- DIMENSIONAL FUND ADVISORS LP$17M
- VANGUARD PORTFOLIO MANAGEMENT LLC$15M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$68M
- North Reef Capital Management LP$10M
- TWO SIGMA INVESTMENTS, LP$9M
- Ignite Planners, LLC$6M
- BANK OF AMERICA CORP /DE/$4M
- Trexquant Investment LP$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,605,088 | $396M | 18.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,940,082 | $181M | 8.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,562,663 | $164M | 7.8% | 2026-Q2 |
| STATE STREET CORP added | 3,312,492 | $152M | 7.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,540,499 | $117M | 5.6% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 2,439,025 | $112M | 5.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,695,444 | $78M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,595,875 | $73M | 3.5% | 2026-Q2 |
| North Reef Capital Management LP trimmed | 1,565,551 | $72M | 3.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,529,504 | $70M | 3.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 961,117 | $44M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 870,518 | $40M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 848,952 | $39M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 745,492 | $34M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 689,624 | $32M | 1.5% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 513,046 | $24M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 511,530 | $24M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 505,821 | $23M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 492,842 | $23M | 1.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 408,888 | $19M | 0.9% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 399,962 | $18M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 385,071 | $18M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 366,036 | $17M | 0.8% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 360,467 | $17M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 353,881 | $16M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 344,967 | $16M | 0.8% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 308,864 | $14M | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 283,400 | $13M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 282,183 | $13M | 0.6% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 270,801 | $12M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 265,345 | $12M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 243,468 | $11M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 202,623 | $9M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 189,357 | $9M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 172,998 | $8M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 169,716 | $8M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 165,786 | $8M | 0.4% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 153,479 | $7M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 153,302 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 140,823 | $6M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC | 132,548 | $6M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 130,201 | $6M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 128,280 | $6M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 115,200 | $5M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 110,960 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 108,422 | $5M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 95,945 | $4M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 89,609 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 83,349 | $4M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 72,085 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 67,650 | $3M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 67,330 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 67,275 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 64,283 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 58,236 | $3M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 56,631 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 56,285 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 54,456 | $3M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 53,033 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 52,040 | $2M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 51,732 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 49,475 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 45,434 | $2M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 43,426 | $2M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 43,270 | $2M | 0.1% | 2026-Q2 |
| FMR LLC added | 42,322 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 40,405 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 39,645 | $2M | 0.1% | 2026-Q2 |
| Wakefield Asset Management LLLP added | 36,067 | $2M | 0.1% | 2026-Q2 |
| BOKF, NA added | 34,858 | $2M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. new | 34,786 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 32,916 | $2M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 32,883 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 32,803 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 32,724 | $2M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 32,572 | $1M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 32,221 | $1M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 31,700 | $1M | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC new | 31,636 | $1M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 30,976 | $1M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 30,462 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 28,173 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 27,887 | $1M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 27,148 | $1M | 0.1% | 2026-Q2 |
| BARLOW WEALTH PARTNERS, LLC | 26,864 | $1M | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 26,200 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 25,839 | $1M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 25,094 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 24,900 | $1M | 0.1% | 2026-Q2 |
| BankPlus Trust Department trimmed | 24,668 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 23,721 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 23,630 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 22,934 | $1M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 22,482 | $1M | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 22,010 | $1M | 0.0% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 21,952 | $1M | 0.0% | 2026-Q2 |
| Elo Mutual Pension Insurance Co added | 21,731 | $1,000K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 21,399 | $985K | 0.0% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP new | 20,792 | $957K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 19,813 | $912K | 0.0% | 2026-Q2 |
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.
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.