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Trustmark Corp (TRMK)

CUSIP: 898402102 | NYSE | Financial Services · Banks - Regional | Mid Cap | 858 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ARobert M Hearin Support Foundation
with The Robert M Hearin Foundation
2,735,0004.6%Newly reportedDec 2, 2025No 13F filer matched
13D/ARobert M Hearin Support Foundation2,735,000
4.6% of class · Dec 2, 2025Newly reported
with The Robert M Hearin Foundation
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,965,332
0.0% of portfolio›$177.8M
Bank of New York Mellon Corp488,120
0.0% of portfolio›$21.9M
Principal Financial Group Inc407,542
0.0% of portfolio›$18.3M
Hanson & Doremus Investment Management139,397
0.0% of portfolio›$6.2K
HB Wealth Management, LLC68,180
0.0% of portfolio›$3.1M
Sterling Capital Management LLC63,168
0.1% of portfolio›$2.8M
Thrivent Financial for Lutherans47,364
0.0% of portfolio›$2.1K
Barclays PLC44,795
0.0% of portfolio›$2.0M
New York State Teachers Retirement System44,113
0.0% of portfolio›$2.0K
Oppenheimer Asset Management Inc.40,280
0.0% of portfolio›$1.8M
Citigroup Inc38,480
0.0% of portfolio›$1.7M
Virginia Retirement Systems ET Al37,160
0.0% of portfolio›$1.7M
Wakefield Asset Management Lllp36,635
0.4% of portfolio›$1.6M
Bokf, NA34,238
0.0% of portfolio›$1.5M
HUB Investment Partners, LLC31,696
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund30,516
0.0% of portfolio›$1.4M
Wedge Capital Management L L P29,958
0.0% of portfolio›$1.3M
Barlow Wealth Partners, LLC26,864
0.1% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.26,081
0.0% of portfolio›$1.2K
Louisiana State Employees Retirement System24,700
0.0% of portfolio›$1.1M
Fifth Third Bancorp21,498
0.0% of portfolio›$963.8K
Y-Intercept (Hong Kong) Ltd20,159
0.0% of portfolio›$903.7K
Jefferies Financial Group Inc.17,638
0.0% of portfolio›$790.7K
Grimes & Co Wealth Management, LLC16,419
0.0% of portfolio›$736.0K
Arizona State Retirement System16,092
0.0% of portfolio›$721.4K
Amalgamated Bank15,007
0.0% of portfolio›$673
Savant Capital, LLC14,909
0.0% of portfolio›$668.3K
Yousif Capital Management, LLC14,706
0.0% of portfolio›$659.3K
Inspire Investing, LLC14,244
0.0% of portfolio›$638.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,682
0.0% of portfolio›$613.4K
Oregon Public Employees Retirement Fund13,049
0.0% of portfolio›$585.0K
Maryland State Retirement & Pension System12,847
0.0% of portfolio›$575.9K
Waters Parkerson & Co., LLC12,781
0.0% of portfolio›$573.0K
Sunburst Financial Group, LLC12,114
0.1% of portfolio›$543.1K
State of Alaska, Department of Revenue12,039
0.0% of portfolio›$539
PNC Financial Services Group, Inc.11,390
0.0% of portfolio›$510.6K
Legacy Wealth Management, LLC / MS10,300
0.1% of portfolio›$461.7K
BankPlus Wealth Management LLC9,605
0.2% of portfolio›$430.6K
Augustine Asset Management Inc9,542
0.1% of portfolio›$427.8K
Wealth Enhancement Advisory Services, LLC9,523
0.0% of portfolio›$424.3K
Pictet Asset Management Holding SA9,131
0.0% of portfolio›$409.3K
ZWJ Investment Counsel Inc7,920
0.0% of portfolio›$355.1K
Contravisory Investment Management, Inc.7,722
0.1% of portfolio›$346.2K
ProShare Advisors LLC7,668
0.0% of portfolio›$343.8K
Berkshire Money Management, Inc.7,574
0.0% of portfolio›$339.5K
Swiss Life Asset Management Ltd7,523
0.0% of portfolio›$337.3K
Mutual of America Capital Management LLC6,627
0.0% of portfolio›$297.1K
Creative Planning6,440
0.0% of portfolio›$288.7K
Abel Hall, LLC6,422
0.1% of portfolio›$287.9K
Arlington Trust Co LLC5,950
0.0% of portfolio›$266.7K
Vise Technologies, Inc.5,850
0.0% of portfolio›$262.3K
Citizens National Bank Trust Department5,575
0.0% of portfolio›$249.9K
Moss Adams Wealth Advisors LLC5,413
0.0% of portfolio›$242.7K
Xponance LLC5,278
0.0% of portfolio›$236.6K
Smith Shellnut Wilson LLC5,165
0.1% of portfolio›$231.5K
Maple Capital Management, Inc.5,134
0.0% of portfolio›$230.2K
Natixis5,000
0.0% of portfolio›$224.2K
Praxis Investment Management Inc4,750
0.0% of portfolio›$213
Ignite Planners, LLC4,688
0.0% of portfolio›$210.2K
Profund Advisors LLC4,660
0.0% of portfolio›$208.9K
Silverlake Wealth Management LLC4,631
0.0% of portfolio›$207.6K
Forvis Mazars Wealth Advisors, LLC4,625
0.0% of portfolio›$207.3K
Nisa Investment Advisors, LLC3,982
0.0% of portfolio›$178.5K
Gamma Investing LLC3,905
0.0% of portfolio›$175.1K
Axxion S.A.2,855
0.0% of portfolio›$128.0K
KBC Group NV2,223
0.0% of portfolio›$100
Assetmark, Inc1,830
0.0% of portfolio›$82.0K
IFP Advisors, Inc1,565
0.0% of portfolio›$70.2K
Center for Financial Planning, Inc.1,500
0.0% of portfolio›$67.2K
Pinnacle Wealth Planning Services, Inc.1,367
0.0% of portfolio›$61.3K
Richardson Financial Services Inc.966
0.0% of portfolio›$43.3K
EverSource Wealth Advisors, LLC866
0.0% of portfolio›$38.8K
Blue Trust, Inc.802
0.0% of portfolio›$36.0K
Versant Capital Management, Inc679
0.0% of portfolio›$30.4K
Nykredit A/S622
0.0% of portfolio›$27.9K
Eurizon Capital SGR S.p.A.611
0.0% of portfolio›$27.7K
Oakworth Capital, Inc.601
0.0% of portfolio›$26.9K
Farther Finance Advisors, LLC537
0.0% of portfolio›$24.1K
Root Financial Partners, LLC478
0.0% of portfolio›$21.4K
Triumph Capital Management450
0.0% of portfolio›$20.2K
SJS Investment Consulting Inc.411
0.0% of portfolio›$18.4K
Salomon & Ludwin, LLC362
0.0% of portfolio›$16.2K
Mitsubishi UFJ Asset Management Co., Ltd.326
0.0% of portfolio›$14.6K
Essential Partners LLC196
0.0% of portfolio›$8.8K
Bare Financial Services, Inc195
0.0% of portfolio›$8.7K
High Note Wealth, LLC129
0.0% of portfolio›$5.8K
Fortitude Family Office, LLC113
0.0% of portfolio›$5.1K
Signaturefd, LLC104
0.0% of portfolio›$4.7K
True Wealth Design, LLC96
0.0% of portfolio›$4.3K
Pension & Wealth Management Advisors, Inc.96
0.0% of portfolio›$4.3K
Parkside Financial Bank & Trust94
0.0% of portfolio›$4.2K
JFS Wealth Advisors, LLC87
0.0% of portfolio›$3.9K
Larson Financial Group LLC80
0.0% of portfolio›$3.6K
Simplex Trading, LLC77
0.0% of portfolio›$3.5K
Asset Dedication, LLC64
0.0% of portfolio›$2.9K
Brown, Lisle Ings, Inc.62
0.0% of portfolio›$2.8K
Burk Holdings LLC60
0.0% of portfolio›$2.7K
Farmers & Merchants Investments Inc56
0.0% of portfolio›$2.5K
Valued Wealth Advisors LLC56
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC48
0.0% of portfolio›$2.2K
Ascentis Wealth Management, LLC42
0.0% of portfolio›$1.9K
Clearstead Advisors, LLC39
0.0% of portfolio›$1.7K
Clark Wealth Partners30
0.0% of portfolio›$1.3K
MassMutual Private Wealth & Trust, FSB23
0.0% of portfolio›$1.0K
Valley National Advisers Inc16
0.0% of portfolio›$718
Bay Harbor Wealth Management, LLC14
0.0% of portfolio›$628
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$583
Gilpin Wealth Management, LLC12
0.0% of portfolio›$538
UMB Private Wealth Management, LLC9
0.0% of portfolio›$403
Covestor Ltd8
0.0% of portfolio›$0
Financial Consulate, Inc8
0.0% of portfolio›$359
DecisionPoint Financial, LLC3
0.0% of portfolio›$136
GHP Investment Advisors, Inc.2
0.0% of portfolio›$90
Signature Resources Capital Management, LLC1
0.0% of portfolio›$45
Hughes Financial Services, LLC1
0.0% of portfolio›$45
Maryland Capital Advisors Inc.1
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,965,332$177.8M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
488,120$21.9M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
407,542$18.3M0.0%CoreLowDes Moines, IA2026-11-02
Hanson & Doremus Investment Management
139,397$6.2K0.0%CoreVery LowBurlington, VT2026-10-16
HB Wealth Management, LLC
68,180$3.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Sterling Capital Management LLC
63,168$2.8M0.1%GARPMediumCharlotte, NC2026-10-22
Thrivent Financial for Lutherans
47,364$2.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Barclays PLC
44,795$2.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
New York State Teachers Retirement System
44,113$2.0K0.0%CoreVery LowAlbany, NY2026-10-22
Oppenheimer Asset Management Inc.
40,280$1.8M0.0%CoreMediumNew York, NY2026-10-27
Citigroup Inc
38,480$1.7M0.0%CoreMediumNew York, NY2026-11-04
Virginia Retirement Systems ET Al
37,160$1.7M0.0%CoreMediumRichmond, VA2026-10-28
Wakefield Asset Management Lllp
36,635$1.6M0.4%ValueMediumEnglewood, CO2026-11-05
Bokf, NA
34,238$1.5M0.0%CoreLowTulsa, OK2026-10-27
HUB Investment Partners, LLC
31,696$1.4M0.0%GrowthLowAustin, TX2026-11-03
Illinois Municipal Retirement Fund
30,516$1.4M0.0%CoreMediumOak Brook, IL2026-11-05
Wedge Capital Management L L P
29,958$1.3M0.0%ValueMediumCharlotte, NC2026-10-13
Barlow Wealth Partners, LLC
26,864$1.2M0.1%CoreMediumLouisville, KY2026-10-15
Cambridge Investment Research Advisors, Inc.
26,081$1.2K0.0%ETFLowFairfield, IA2026-11-02
Louisiana State Employees Retirement System
24,700$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Fifth Third Bancorp
21,498$963.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Y-Intercept (Hong Kong) Ltd
20,159$903.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Jefferies Financial Group Inc.
17,638$790.7K0.0%CoreVery HighNew York, NY2026-11-05
Grimes & Co Wealth Management, LLC
16,419$736.0K0.0%CoreLowWestborough, MA2026-10-29
Arizona State Retirement System
16,092$721.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
15,007$6730.0%CoreVery LowNew York, NY2026-10-23
Savant Capital, LLC
14,909$668.3K0.0%IndexVery LowRockford, IL2026-11-06
Yousif Capital Management, LLC
14,706$659.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Inspire Investing, LLC
14,244$638.6K0.0%GARPHighMeridian, ID2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,682$613.4K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
13,049$585.0K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
12,847$575.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Waters Parkerson & Co., LLC
12,781$573.0K0.0%CoreVery LowNew Orleans, LA2026-11-04
Sunburst Financial Group, LLC
12,114$543.1K0.1%ETFVery LowVestavia Hills, AL2026-10-09
State of Alaska, Department of Revenue
12,039$5390.0%CoreVery LowJuneau, AK2026-10-15
PNC Financial Services Group, Inc.
11,390$510.6K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Legacy Wealth Management, LLC / MS
10,300$461.7K0.1%GrowthLowRidgeland, MS2026-10-30
BankPlus Wealth Management LLC
9,605$430.6K0.2%ETFLowJackson, MS2026-10-13
Augustine Asset Management Inc
9,542$427.8K0.1%GrowthVery LowJacksonville, FL2026-10-13
Wealth Enhancement Advisory Services, LLC
9,523$424.3K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
9,131$409.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ZWJ Investment Counsel Inc
7,920$355.1K0.0%CoreLowAtlanta, GA2026-10-15
Contravisory Investment Management, Inc.
7,722$346.2K0.1%MomentumHighNorwell, MA2026-10-13
ProShare Advisors LLC
7,668$343.8K0.0%GrowthLowBethesda, MD2026-10-29
Berkshire Money Management, Inc.
7,574$339.5K0.0%ETFMediumDalton, MA2026-10-21
Swiss Life Asset Management Ltd
7,523$337.3K0.0%CoreLowZurich, Switzerland2026-11-03
Mutual of America Capital Management LLC
6,627$297.1K0.0%IndexLowNew York, NY2026-10-23
Creative Planning
6,440$288.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Abel Hall, LLC
6,422$287.9K0.1%CoreMediumBaton Rouge, LA2026-10-19
Arlington Trust Co LLC
5,950$266.7K0.0%ETFMediumBirmingham, AL2026-10-20
Vise Technologies, Inc.
5,850$262.3K0.0%IndexLowNew York, NY2026-10-29
Citizens National Bank Trust Department
5,575$249.9K0.0%CoreVery LowMeridian, MS2026-11-04
Moss Adams Wealth Advisors LLC
5,413$242.7K0.0%ETFLowSeattle, WA2026-10-28
Xponance LLC
5,278$236.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Smith Shellnut Wilson LLC
5,165$231.5K0.1%CoreVery LowRidgeland, MS2026-10-21
Maple Capital Management, Inc.
5,134$230.2K0.0%GrowthLowMontpelier, VT2026-11-02
Natixis
5,000$224.2K0.0%GARPHighParis, India2026-11-06
Praxis Investment Management Inc
4,750$2130.0%CoreLowGoshen, IN2026-11-03
Ignite Planners, LLC
4,688$210.2K0.0%CoreLowSan Clemente, CA2026-10-14
Profund Advisors LLC
4,660$208.9K0.0%GrowthLowBethesda, MD2026-10-29
Silverlake Wealth Management LLC
4,631$207.6K0.0%ETFLowWilliston, VT2026-10-21
Forvis Mazars Wealth Advisors, LLC
4,625$207.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Nisa Investment Advisors, LLC
3,982$178.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
3,905$175.1K0.0%IndexVery LowFoster City, CA2026-10-08
Axxion S.A.
2,855$128.0K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
KBC Group NV
2,223$1000.0%CoreMediumBrussels, Czech Republic2026-10-22
Assetmark, Inc
1,830$82.0K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
1,565$70.2K0.0%GrowthLowTampa, FL2026-10-16
Center for Financial Planning, Inc.
1,500$67.2K0.0%ETFLowSouthfied, MI2026-10-26
Pinnacle Wealth Planning Services, Inc.
1,367$61.3K0.0%GARPLowMansfield, OH2026-10-27
Richardson Financial Services Inc.
966$43.3K0.0%GrowthMediumMedway, MA2026-10-30
EverSource Wealth Advisors, LLC
866$38.8K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Trust, Inc.
802$36.0K0.0%ETFLowBrentwood, TN2026-10-15
Versant Capital Management, Inc
679$30.4K0.0%GARPLowPhoenix, AZ2026-10-02
Nykredit A/S
622$27.9K0.0%CoreN/ANordhavn, Greece2026-11-06
Eurizon Capital SGR S.p.A.
611$27.7K0.0%CoreMediumMilan, Latvia2026-11-06
Oakworth Capital, Inc.
601$26.9K0.0%ETFLowBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
537$24.1K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
478$21.4K0.0%ETFMediumEncinitas, CA2026-10-21
Triumph Capital Management
450$20.2K0.0%ETFMediumDenver, CO2026-10-14
SJS Investment Consulting Inc.
411$18.4K0.0%ETFVery LowSylvania, OH2026-10-26
Salomon & Ludwin, LLC
362$16.2K0.0%ETFVery LowRichmond, VA2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
326$14.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Essential Partners LLC
196$8.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bare Financial Services, Inc
195$8.7K0.0%ETFVery LowGap, PA2026-11-04
High Note Wealth, LLC
129$5.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Fortitude Family Office, LLC
113$5.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Signaturefd, LLC
104$4.7K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
96$4.3K0.0%ETFMediumAkron, OH2026-10-13
Pension & Wealth Management Advisors, Inc.
96$4.3K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
94$4.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
JFS Wealth Advisors, LLC
87$3.9K0.0%ETFVery LowHermitage, PA2026-11-03
Larson Financial Group LLC
80$3.6K0.0%GrowthLowSt Louis, MO2026-11-05
Simplex Trading, LLC
77$3.5K0.0%CoreVery HighChicago, IL2026-11-04
Asset Dedication, LLC
64$2.9K0.0%ETFLowSan Francisco, CA2026-11-03
Brown, Lisle Ings, Inc.
62$2.8K0.0%CoreVery LowProvidence, RI2026-10-16
Burk Holdings LLC
60$2.7K0.0%ETFVery LowTulsa, OK2026-11-05
Farmers & Merchants Investments Inc
56$2.5K0.0%CoreVery LowLincoln, NE2026-10-22
Valued Wealth Advisors LLC
56$2.5K0.0%IndexVery LowHolladay, UT2026-11-05
Creative Capital Management Investments LLC
48$2.2K0.0%ETFLowSan Diego, CA2026-10-28
Ascentis Wealth Management, LLC
42$1.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Clearstead Advisors, LLC
39$1.7K0.0%ETFLowCleveland, OH2026-11-06
Clark Wealth Partners
30$1.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
MassMutual Private Wealth & Trust, FSB
23$1.0K0.0%CoreLowSpringfield, MA2026-10-05
Valley National Advisers Inc
16$7180.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
14$6280.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
13$5830.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
12$5380.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
9$4030.0%GrowthN/AKansas City, MO2026-10-19
Covestor Ltd
8$00.0%ValueHighLondon, United Kingdom2026-10-30
Financial Consulate, Inc
8$3590.0%ETFLowHunt Valley, MD2026-10-23
DecisionPoint Financial, LLC
3$1360.0%ETFVery LowMesa, AZ2026-10-27
GHP Investment Advisors, Inc.
2$900.0%CoreVery LowDenver, CO2026-10-15
Signature Resources Capital Management, LLC
1$450.0%ETFLowNewport Beach, CA2026-10-16
Hughes Financial Services, LLC
1$450.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$450.0%ETFVery LowChester, MD2026-10-15