TAL Education Group
TAL- Exchange
- NYSE
- Industry
- Services-Educational Services
- SEC CIK
- 0001499620
In the last 90 days, TAL Education Group insiders filed 0 open-market purchases and 1 sale; 235 institutions reported holding it in 13F filings for Q2 2026, worth $2.43B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in TAL Education Group 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
- 220
- +28 vs. Q3 2023
- Shares held
- 240.5M
- +342.2K (+0.1%) vs. Q3 2023
- Total value
- $3.03B
- +$857.3M (+39.4%) vs. Q3 2023
- New holders
- 54
- 64 more added
- Sold out
- 26
- 65 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 TAL 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 235 | $2.43B |
| Q1 2026 | 226 | $2.57B |
| Q4 2025 | 212 | $2.74B |
| Q3 2025 | 212 | $2.67B |
| Q2 2025 | 210 | $2.70B |
| Q1 2025 | 251 | $3.99B |
| Q4 2024 | 233 | $2.82B |
| Q3 2024 | 236 | $3.31B |
| Q2 2024 | 241 | $2.73B |
| Q1 2024 | 241 | $2.92B |
| Q4 2023 | 220 | $3.03B |
| Q3 2023 | 194 | $2.18B |
| Q2 2023 | 190 | $1.43B |
| Q1 2023 | 193 | $1.86B |
| Q4 2022 | 220 | $2.15B |
| Q3 2022 | 191 | $1.35B |
| Q2 2022 | 186 | $1.45B |
| Q1 2022 | 179 | $837.6M |
| Q4 2021 | 210 | $1.11B |
| Q3 2021 | 210 | $1.27B |
| Q2 2021 | 280 | $8.72B |
| Q1 2021 | 358 | $19.2B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding TAL Education Group; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 16 | $202 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 21 | $265 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $366 | 0.00% | +29 | New |
| Glassman Wealth Services | 53 | $669 | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 100 | $1.26K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 158 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 209 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 220 | $2.78K | 0.00% | −29−11.6% | Reduced |
| Stephenson National Bank & Trust | 475 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 440 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 578 | $7.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 582 | $7.35K | 0.00% | +232+66.3% | Added |
| Proequities, Inc. | 721 | $9.11K | 0.00% | +721 | New |
| Allworth Financial LP | 796 | $10.1K | 0.00% | +667+517.1% | Added |
| Bull Oak Capital, LLC | 1,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,633 | $15.0K | 0.00% | −3,400−67.6% | Reduced |
| Symmetry Peak Management LLC | 1,250 | $15.8K | 0.06% | +1,250 | New |
| AXA S.A. | 1,600 | $20.2K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,887 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,922 | $24.0K | 0.00% | +125+7.0% | Added |
| EntryPoint Capital, LLC | 1,954 | $24.7K | 0.02% | +1,954 | New |
| Tower Research Capital LLC (TRC) | 3,550 | $44.8K | 0.00% | +1,191+50.5% | Added |
| Shell Asset Management Co | 3,655 | $46.0K | 0.00% | +396+12.2% | Added |
| Wells Fargo & Company | 4,075 | $51.5K | 0.00% | −135−3.2% | Reduced |
| Desjardins Global Asset Management Inc. | 4,442 | $56.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,205 | $65.7K | 0.01% | −217−4.0% | Reduced |
| American International Group, Inc. | 5,319 | $67.2K | 0.00% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 10,000 | $126.3K | 0.03% | +10,000 | New |
| Engineers Gate Manager LP | 10,135 | $128.0K | 0.00% | −7,831−43.6% | Reduced |
| CIBC Asset Management Inc | 10,542 | $133.1K | 0.00% | +10,542 | New |
| Quinn Opportunity Partners LLC | 10,657 | $134.6K | 0.02% | −4,000−27.3% | Reduced |
| Panagora Asset Management Inc | 11,142 | $140.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,161 | $141.0K | 0.00% | −917−7.6% | Reduced |
| Atomi Financial Group, Inc. | 11,547 | $145.8K | 0.02% | +11,547 | New |
| Cutler Group LP | 11,900 | $150.0K | 0.02% | +9,676+435.1% | Added |
| Arete Wealth Advisors, LLC | 11,888 | $150.1K | 0.01% | +11,888 | New |
| FMR LLC | 11,905 | $150.4K | 0.00% | +7,553+173.6% | Added |
| New York State Common Retirement Fund | 12,298 | $155.3K | 0.00% | +10,698+668.6% | Added |
| Yousif Capital Management, LLC | 12,797 | $161.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,945 | $163.5K | 0.00% | −4,221−24.6% | Reduced |
| Wolverine Trading, LLC | 13,228 | $167.1K | 0.00% | +13,228 | New |
| JustInvest LLC | 13,420 | $169.5K | 0.00% | −14,071−51.2% | Reduced |
| Crossmark Global Holdings, Inc. | 13,437 | $170.0K | 0.00% | +13,437 | New |
| Parallel Advisors, LLC | 13,600 | $171.8K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 13,621 | $172.0K | 0.00% | +13,621 | New |
| Scientech Research LLC | 13,719 | $173.2K | 0.17% | +13,719 | New |
| Parallax Volatility Advisers, L.P. | 13,786 | $174.1K | 0.00% | +13,786 | New |
| Diversified Trust Co | 14,283 | $180.4K | 0.01% | +14,283 | New |
| Price T Rowe Associates Inc | 14,900 | $189.0K | 0.00% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 15,029 | $189.8K | 0.00% | +15,029 | New |
| Two Sigma Securities, LLC | 15,384 | $194.3K | 0.01% | +15,384 | New |
| Pathstone Holdings, LLC | 15,900 | $200.8K | 0.00% | +15,900 | New |
| Intech Investment Management LLC | 16,596 | $209.6K | 0.00% | −14,784−47.1% | Reduced |
| QRG Capital Management, Inc. | 16,928 | $213.8K | 0.00% | −7,516−30.7% | Reduced |
| DekaBank Deutsche Girozentrale | 18,562 | $215.0K | 0.00% | −987−5.0% | Reduced |
| Royal Bank of Canada | 17,182 | $217.0K | 0.00% | −5,598−24.6% | Reduced |
| Quadrant Capital Group LLC | 17,385 | $219.6K | 0.02% | +732+4.4% | Added |
| KBC Group NV | 17,462 | $221.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,882 | $226.0K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 19,207 | $242.6K | 0.01% | +19,207 | New |
| Vident Advisory, LLC | 20,057 | $253.3K | 0.01% | +2,956+17.3% | Added |
| Compagnie Lombard Odier SCmA | 20,700 | $261.4K | 0.00% | +700+3.5% | Added |
| Prelude Capital Management, LLC | 20,890 | $263.8K | 0.02% | +20,890 | New |
| Fox Run Management, L.L.C. | 21,775 | $275.0K | 0.07% | +21,775 | New |
| Signaturefd, LLC | 23,454 | $296.2K | 0.01% | −386−1.6% | Reduced |
| IFM Investors Pty Ltd | 23,583 | $298.0K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 24,976 | $315.4K | 0.00% | +24,976 | New |
| Advisor Group Holdings, Inc. | 25,069 | $316.6K | 0.00% | −11,221−30.9% | Reduced |
| West Family Investments, Inc. | 26,192 | $330.8K | 0.11% | 00.0% | Unchanged |
| IvyRock Asset Management (HK) Ltd | 27,300 | $344.8K | 0.17% | +27,300 | New |
| Boothbay Fund Management, LLC | 28,276 | $357.1K | 0.01% | −7,924−21.9% | Reduced |
| Leonteq Securities AG | 28,574 | $360.9K | 0.05% | −18,036−38.7% | Reduced |
| Flow Traders U.S. LLC | 28,812 | $364.0K | 0.01% | +28,812 | New |
| Serenity Capital Management Pte. Ltd. | 28,955 | $365.7K | 0.21% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 28,991 | $366.0K | 0.01% | −12,459−30.1% | Reduced |
| Envestnet Asset Management Inc | 29,135 | $368.0K | 0.00% | −11,393−28.1% | Reduced |
| Voya Investment Management LLC | 30,705 | $387.8K | 0.00% | −8,520−21.7% | Reduced |
| Greenleaf Trust | 31,028 | $391.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 32,723 | $413.3K | 0.00% | +12,511+61.9% | Added |
| Daiwa Securities Group Inc. | 34,075 | $430.0K | 0.00% | +13,975+69.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,401 | $434.5K | 0.04% | −112,780−76.6% | Reduced |
| LMR Partners LLP | 36,645 | $462.8K | 0.01% | −63,355−63.4% | Reduced |
| GTS Securities LLC | 36,964 | $466.9K | 0.01% | +36,964 | New |
| Capital Markets Trading UK LLP | 38,249 | $483.0K | 0.36% | +38,249 | New |
| Jump Financial, LLC | 38,813 | $490.2K | 0.02% | +38,813 | New |
| Employees Retirement System of Texas | 40,478 | $511.0K | 0.01% | +27,240+205.8% | Added |
| Nomura Asset Management Co Ltd | 43,500 | $549.4K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 44,950 | $567.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 47,110 | $595.0K | 0.03% | 00.0% | Unchanged |
| Caxton Associates LP | 47,695 | $602.4K | 0.03% | +47,695 | New |
| Wellington Management Group LLP | 48,664 | $614.6K | 0.00% | −6,657−12.0% | Reduced |
| HighVista Strategies LLC | 49,000 | $618.9K | 0.22% | −1,300−2.6% | Reduced |
| CI Private Wealth, LLC | 49,724 | $628.0K | 0.00% | −406−0.8% | Reduced |
| Profund Advisors LLC | 53,290 | $673.1K | 0.03% | +8,642+19.4% | Added |
| Oberweis Asset Management Inc | 55,000 | $694.6K | 0.06% | +55,000 | New |
| Rhumbline Advisers | 55,795 | $704.7K | 0.00% | +3,230+6.1% | Added |
| Asset Management One Co.,Ltd. | 60,559 | $714.6K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 68,300 | $862.6K | 0.00% | +68,300 | New |
| Alberta Investment Management Corp | 72,500 | $915.7K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 73,226 | $924.8K | 0.00% | +62,216+565.1% | Added |