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Shenandoah Telecommunications Co

SHEN
Exchange
Nasdaq
Industry
Telephone Communications (No Radiotelephone)
SEC CIK
0000354963

In the last 90 days, Shenandoah Telecommunications Co insiders filed 2 open-market purchases and 0 sales; 184 institutions reported holding it in 13F filings for Q2 2026, worth $598.0M in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Shenandoah Telecommunications Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
144
+15 vs. Q3 2023
Shares held
31.2M
+360.3K (+1.2%) vs. Q3 2023
Total value
$673.9M
+$39.1M (+6.2%) vs. Q3 2023
New holders
24
34 more added
Sold out
9
64 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SHEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 144 institutions
Q1 2021: 150 institutionsQ2 2021: 152 institutionsQ3 2021: 141 institutionsQ4 2021: 158 institutionsQ1 2022: 156 institutionsQ2 2022: 152 institutionsQ3 2022: 138 institutionsQ4 2022: 137 institutionsQ1 2023: 127 institutionsQ2 2023: 126 institutionsQ3 2023: 131 institutionsQ4 2023: 144 institutionsQ1 2024: 145 institutionsQ2 2024: 143 institutionsQ3 2024: 156 institutionsQ4 2024: 157 institutionsQ1 2025: 164 institutionsQ2 2025: 165 institutionsQ3 2025: 162 institutionsQ4 2025: 161 institutionsQ1 2026: 170 institutionsQ2 2026: 184 institutions
Value heldQ4 2023: $673.9M
Q1 2021: $1.33BQ2 2021: $1.34BQ3 2021: $877.4MQ4 2021: $712.8MQ1 2022: $693.3MQ2 2022: $668.3MQ3 2022: $507.6MQ4 2022: $504.1MQ1 2023: $605.4MQ2 2023: $619.4MQ3 2023: $635.9MQ4 2023: $673.9MQ1 2024: $542.8MQ2 2024: $580.0MQ3 2024: $504.2MQ4 2024: $466.8MQ1 2025: $463.8MQ2 2025: $525.7MQ3 2025: $528.9MQ4 2025: $464.6MQ1 2026: $620.1MQ2 2026: $598.0M
Institutions holding SHEN and their total value by quarter
QuarterHoldersValue
Q2 2026184$598.0M
Q1 2026170$620.1M
Q4 2025161$464.6M
Q3 2025162$528.9M
Q2 2025165$525.7M
Q1 2025164$463.8M
Q4 2024157$466.8M
Q3 2024156$504.2M
Q2 2024143$580.0M
Q1 2024145$542.8M
Q4 2023144$673.9M
Q3 2023131$635.9M
Q2 2023126$619.4M
Q1 2023127$605.4M
Q4 2022137$504.1M
Q3 2022138$507.6M
Q2 2022152$668.3M
Q1 2022156$693.3M
Q4 2021158$712.8M
Q3 2021141$877.4M
Q2 2021152$1.34B
Q1 2021150$1.33B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Shenandoah Telecommunications Co; share changes are against Q3 2023.

Institutions holding SHEN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG43,398$938.3K0.00%+32,267+289.9%Added
Texas Permanent School Fund43,421$938.8K0.01%+732+1.7%Added
Thrivent Financial for Lutherans44,789$968.0K0.00%−1,192−2.6%Reduced
Beacon Investment Advisors LLC44,901$970.8K0.62%−4,313−8.8%Reduced
California State Teachers Retirement System50,513$1.09M0.00%−2,409−4.6%Reduced
Prudential Financial Inc57,524$1.24M0.00%−1,207−2.1%Reduced
Alliancebernstein L.P.64,867$1.40M0.00%+2,445+3.9%Added
UBS Asset Management Americas Inc66,827$1.44M0.00%+4,268+6.8%Added
New York State Teachers Retirement System68,636$1.48M0.00%−300−0.4%Reduced
CWM, LLC68,699$1.49M0.01%−3,868−5.3%Reduced
Creative Planning70,200$1.52M0.00%−571−0.8%Reduced
Millennium Management LLC70,965$1.53M0.00%+27,173+62.1%Added
Credit Suisse AG72,317$1.56M0.00%+10,450+16.9%Added
Barclays PLC76,268$1.65M0.00%+53,046+228.4%Added
Bank of America Corp81,561$1.76M0.00%+29,826+57.7%Added
Swiss National Bank94,072$2.03M0.00%−10,800−10.3%Reduced
Gamco Investors, Inc. Et Al104,000$2.25M0.02%−10,336−9.0%Reduced
Public Sector Pension Investment Board104,307$2.26M0.02%+42,182+67.9%Added
Adviser Investments LLC119,465$2.58M0.04%+119,465New
Gabelli Funds LLC130,200$2.81M0.02%−13,300−9.3%Reduced
Nuveen Asset Management, LLC136,473$2.95M0.00%+3,447+2.6%Added
Legal & General Group Plc142,495$3.08M0.00%−218−0.2%Reduced
Ameriprise Financial Inc148,061$3.20M0.00%−10,867−6.8%Reduced
Rhumbline Advisers151,216$3.27M0.00%−8,969−5.6%Reduced
Goldman Sachs Group Inc151,233$3.27M0.00%+415+0.3%Added
Invesco Ltd.172,707$3.73M0.00%+18,166+11.8%Added
Principal Financial Group Inc261,829$5.66M0.00%−8,997−3.3%Reduced
JPMorgan Chase & Co272,880$5.90M0.00%−21,222−7.2%Reduced
Norges Bank314,403$6.80M0.00%−33,454−9.6%Reduced
American Century Companies Inc412,580$8.92M0.01%−32,425−7.3%Reduced
Renaissance Technologies LLC419,571$9.07M0.01%+40,000+10.5%Added
Morgan Stanley424,409$9.18M0.00%+82,363+24.1%Added
Bank of New York Mellon Corp485,915$10.5M0.00%−35,800−6.9%Reduced
Northern Trust Corp508,219$11.0M0.00%−6,972−1.4%Reduced
Cerity Partners LLC630,207$13.6M0.05%−68,204−9.8%Reduced
Charles Schwab Investment Management Inc751,915$16.3M0.00%+42,747+6.0%Added
Davenport & Co LLC861,381$18.5M0.13%−13,662−1.6%Reduced
Broad Run Investment Management, LLC977,368$21.1M2.82%−36,126−3.6%Reduced
Geode Capital Management, LLC1,092,307$23.6M0.00%+50,953+4.9%Added
State Street Corp1,844,927$39.9M0.00%−43,002−2.3%Reduced
Dimensional Fund Advisors LP2,420,378$52.3M0.02%+46,227+1.9%Added
ECP ControlCo, LLC2,452,384$53.0M11.51%00.0%Unchanged
Vanguard Group Inc5,436,370$117.5M0.00%−51,492−0.9%Reduced
BlackRock Inc.7,705,772$166.6M0.00%+46,104+0.6%Added
Dark Forest Capital Management LP0$00.00%−19,087−100.0%Sold out
Versor Investments LP0$00.00%−16,515−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−15,936−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−5,280−100.0%Sold out
Meeder Asset Management Inc0$00.00%−1,722−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−1,292−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−1,126−100.0%Sold out
West Tower Group, LLC0$00.00%−182−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−104−100.0%Sold out
Pathstone Family Office, LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed