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, Q1 2024
Institutional positions in TAL Education Group as of Mar 31, 2024. 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
- 241
- +22 vs. Q4 2023
- Shares held
- 256.8M
- +16.2M (+6.7%) vs. Q4 2023
- Total value
- $2.92B
- −$111.6M (−3.7%) vs. Q4 2023
- New holders
- 54
- 73 more added
- Sold out
- 32
- 81 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding TAL Education Group; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 16 | $182 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 21 | $238 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 22 | $246 | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 29 | $329 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $408 | 0.00% | +36 | New |
| Lazard Asset Management LLC | 116 | $1.00K | 0.00% | +116 | New |
| Principal Securities, Inc. | 158 | $1.79K | 0.00% | +142+887.5% | Added |
| Mather Group, LLC. | 148 | $1.87K | 0.00% | +148 | New |
| Pinnacle Bancorp, Inc. | 173 | $1.96K | 0.00% | +173 | New |
| Bell Investment Advisors, Inc | 220 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 490 | $5.56K | 0.00% | −1,143−70.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 518 | $5.88K | 0.00% | +518 | New |
| Umb Bank N A | 578 | $6.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 602 | $6.96K | 0.00% | +20+3.4% | Added |
| Proequities, Inc. | 721 | $8.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 796 | $9.04K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 810 | $9.19K | 0.00% | +810 | New |
| Bull Oak Capital, LLC | 1,000 | $11.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,573 | $17.9K | 0.00% | +1,573 | New |
| AXA S.A. | 1,600 | $18.2K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,795 | $20.4K | 0.02% | −159−8.1% | Reduced |
| Banque Cantonale Vaudoise | 1,887 | $21.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,998 | $23.0K | 0.00% | +76+4.0% | Added |
| EverSource Wealth Advisors, LLC | 2,331 | $28.1K | 0.00% | +2,173+1,375.3% | Added |
| Federation des caisses Desjardins du Quebec | 3,168 | $36.0K | 0.00% | +2,959+1,415.8% | Added |
| Nkcfo LLC | 4,000 | $45.0K | 0.03% | +4,000 | New |
| Cutler Group LP | 4,123 | $46.0K | 0.02% | −7,777−65.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,100 | $46.5K | 0.01% | +4,100 | New |
| Wells Fargo & Company | 5,075 | $57.6K | 0.00% | +1,000+24.5% | Added |
| Lindbrook Capital, LLC | 5,205 | $59.1K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 5,319 | $60.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 7,200 | $81.7K | 0.02% | +7,200 | New |
| CIBC Private Wealth Group, LLC | 8,301 | $96.0K | 0.00% | +8,301 | New |
| GWM Advisors LLC | 9,559 | $108.5K | 0.00% | +9,559 | New |
| IPG Investment Advisors LLC | 10,000 | $113.5K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,615 | $120.5K | 0.00% | +73+0.7% | Added |
| The PNC Financial Services Group, Inc. | 10,626 | $120.6K | 0.00% | −535−4.8% | Reduced |
| Quinn Opportunity Partners LLC | 10,657 | $121.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,142 | $126.5K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 12,278 | $139.4K | 0.00% | +12,278 | New |
| QRG Capital Management, Inc. | 12,308 | $139.7K | 0.00% | −4,620−27.3% | Reduced |
| Yousif Capital Management, LLC | 12,797 | $145.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,945 | $146.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,286 | $150.8K | 0.00% | +13,286 | New |
| Shell Asset Management Co | 14,359 | $153.0K | 0.01% | +10,704+292.9% | Added |
| Diversified Trust Co | 14,105 | $160.1K | 0.00% | −178−1.2% | Reduced |
| JustInvest LLC | 14,757 | $167.5K | 0.00% | +1,337+10.0% | Added |
| Parallel Advisors, LLC | 14,973 | $169.9K | 0.00% | +1,373+10.1% | Added |
| Tower Research Capital LLC (TRC) | 15,219 | $172.7K | 0.00% | +11,669+328.7% | Added |
| Intech Investment Management LLC | 15,341 | $174.1K | 0.00% | −1,255−7.6% | Reduced |
| Pathstone Holdings, LLC | 15,349 | $174.2K | 0.00% | −551−3.5% | Reduced |
| Degroof Petercam Asset Management | 16,329 | $185.3K | 0.00% | +1,300+8.6% | Added |
| Quadrant Capital Group LLC | 17,070 | $193.7K | 0.02% | −315−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 18,098 | $199.0K | 0.00% | −464−2.5% | Reduced |
| Aigen Investment Management, LP | 17,670 | $200.6K | 0.04% | +17,670 | New |
| O'Shaughnessy Asset Management, LLC | 17,798 | $202.0K | 0.00% | +4,177+30.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 18,269 | $207.4K | 0.05% | +18,269 | New |
| Arrowstreet Capital, Limited Partnership | 19,334 | $219.0K | 0.00% | −122,785−86.4% | Reduced |
| Prelude Capital Management, LLC | 20,000 | $227.0K | 0.02% | −890−4.3% | Reduced |
| Compagnie Lombard Odier SCmA | 20,000 | $227.0K | 0.00% | −700−3.4% | Reduced |
| Arete Wealth Advisors, LLC | 20,021 | $227.2K | 0.02% | +8,133+68.4% | Added |
| KBC Group NV | 20,337 | $231.0K | 0.00% | +2,875+16.5% | Added |
| LMR Partners LLP | 20,593 | $233.7K | 0.01% | −16,052−43.8% | Reduced |
| Royal Bank of Canada | 20,885 | $237.0K | 0.00% | +3,703+21.6% | Added |
| Daiwa Securities Group Inc. | 21,075 | $239.0K | 0.00% | −13,000−38.2% | Reduced |
| Crossmark Global Holdings, Inc. | 21,320 | $242.0K | 0.00% | +7,883+58.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,980 | $249.0K | 0.00% | +21,980 | New |
| SageView Advisory Group, LLC | 31,900 | $253.0K | 0.01% | +31,900 | New |
| Two Sigma Securities, LLC | 23,089 | $262.1K | 0.01% | +7,705+50.1% | Added |
| Signaturefd, LLC | 23,454 | $266.2K | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 23,583 | $267.7K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 23,927 | $271.6K | 0.01% | +23,927 | New |
| Voya Investment Management LLC | 24,647 | $279.7K | 0.00% | −6,058−19.7% | Reduced |
| Oberweis Asset Management Inc | 25,000 | $283.8K | 0.02% | −30,000−54.5% | Reduced |
| West Family Investments, Inc. | 26,192 | $297.3K | 0.09% | 00.0% | Unchanged |
| Serenity Capital Management Pte. Ltd. | 28,955 | $328.6K | 0.18% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 28,991 | $329.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 31,028 | $352.2K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 33,050 | $375.1K | 0.21% | +33,050 | New |
| HighVista Strategies LLC | 33,800 | $383.6K | 0.14% | −15,200−31.0% | Reduced |
| Leonteq Securities AG | 34,324 | $389.6K | 0.05% | +5,750+20.1% | Added |
| Profund Advisors LLC | 34,872 | $395.8K | 0.02% | −18,418−34.6% | Reduced |
| PEAK6 Investments LLC | 34,882 | $395.9K | 0.02% | +34,882 | New |
| Eagle Strategies LLC | 36,000 | $408.6K | 0.09% | +36,000 | New |
| Natixis | 36,811 | $417.8K | 0.00% | +36,811 | New |
| Schonfeld Strategic Advisors LLC | 44,246 | $502.2K | 0.00% | +44,246 | New |
| Ensign Peak Advisors, Inc | 44,950 | $510.2K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 45,150 | $512.5K | 0.00% | −3,514−7.2% | Reduced |
| Wetherby Asset Management Inc | 47,110 | $534.7K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 48,971 | $555.8K | 0.00% | +48,971 | New |
| CI Private Wealth, LLC | 49,724 | $564.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,840 | $565.7K | 0.00% | +24,771+98.8% | Added |
| Handelsbanken Fonder AB | 50,000 | $568.0K | 0.00% | +50,000 | New |
| Nomura Asset Management Co Ltd | 51,900 | $589.1K | 0.00% | +8,400+19.3% | Added |
| US Bancorp | 52,446 | $595.3K | 0.00% | +19,723+60.3% | Added |
| Quadrature Capital Ltd | 52,625 | $597.3K | 0.01% | +52,625 | New |
| Skandinaviska Enskilda Banken AB (publ) | 54,063 | $613.6K | 0.00% | −14,237−20.8% | Reduced |
| Danske Bank A/S | 57,547 | $653.2K | 0.00% | +57,547 | New |
| Asset Management One Co.,Ltd. | 58,206 | $660.6K | 0.00% | −2,353−3.9% | Reduced |
| Simplex Trading, LLC | 59,700 | $677.0K | 0.02% | −42,661−41.7% | Reduced |