Taylor Devices, Inc.
TAYD- Exchange
- Nasdaq
- Industry
- General Industrial Machinery & Equipment, NEC
- SEC CIK
- 0000096536
No open-market purchases or sales by Taylor Devices, Inc. insiders were filed in the last 90 days; 66 institutions reported holding it in 13F filings for Q2 2026, worth $87.7M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Taylor Devices, Inc. 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
- 39
- +17 vs. Q4 2023
- Shares held
- 787.1K
- +166.8K (+26.9%) vs. Q4 2023
- Total value
- $39.1M
- +$25.4M (+184.8%) vs. Q4 2023
- New holders
- 19
- 7 more added
- Sold out
- 2
- 8 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 TAYD 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 | 66 | $87.7M |
| Q1 2026 | 72 | $79.0M |
| Q4 2025 | 52 | $64.4M |
| Q3 2025 | 50 | $51.2M |
| Q2 2025 | 51 | $46.3M |
| Q1 2025 | 51 | $36.3M |
| Q4 2024 | 53 | $47.5M |
| Q3 2024 | 59 | $57.6M |
| Q2 2024 | 51 | $45.7M |
| Q1 2024 | 39 | $39.1M |
| Q4 2023 | 23 | $13.7M |
| Q3 2023 | 25 | $12.8M |
| Q2 2023 | 23 | $14.9M |
| Q1 2023 | 23 | $10.2M |
| Q4 2022 | 23 | $8.94M |
| Q3 2022 | 19 | $6.80M |
| Q2 2022 | 19 | $5.74M |
| Q1 2022 | 16 | $6.18M |
| Q4 2021 | 17 | $6.71M |
| Q3 2021 | 16 | $6.82M |
| Q2 2021 | 18 | $6.79M |
| Q1 2021 | 18 | $6.66M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Taylor Devices, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 28 | $1.00K | 0.00% | +28 | New |
| FMR LLC | 120 | $5.97K | 0.00% | +120 | New |
| CNB Bank | 205 | $10.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 243 | $12.1K | 0.00% | +243 | New |
| CWM, LLC | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 531 | $26.4K | 0.00% | +410+338.8% | Added |
| Acadian Asset Management LLC | 1,285 | $63.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 2,400 | $119.0K | 0.00% | +2,400 | New |
| Wells Fargo & Company | 2,520 | $125.4K | 0.00% | −3−0.1% | Reduced |
| Qube Research & Technologies Ltd | 3,237 | $161.1K | 0.00% | +3,237 | New |
| Ritholtz Wealth Management | 4,117 | $204.9K | 0.01% | +4,117 | New |
| GWM Advisors LLC | 4,393 | $218.6K | 0.00% | +4,393 | New |
| Royce & Associates LP | 4,726 | $235.2K | 0.00% | +4,726 | New |
| Neuberger Berman Group LLC | 5,350 | $266.3K | 0.00% | +5,350 | New |
| Susquehanna International Group, LLP | 6,778 | $337.3K | 0.00% | +6,778 | New |
| Northern Trust Corp | 7,194 | $358.0K | 0.00% | −4,896−40.5% | Reduced |
| Johnson Bixby & Associates, LLC | 7,500 | $373.3K | 0.06% | +7,500 | New |
| Citadel Advisors LLC | 7,816 | $389.0K | 0.00% | +7,816 | New |
| Elkhorn Partners Limited Partnership | 8,100 | $403.0K | 0.29% | −9,700−54.5% | Reduced |
| State Street Corp | 8,661 | $431.1K | 0.00% | +8,661 | New |
| Perritt Capital Management Inc | 9,472 | $471.4K | 0.25% | −4,145−30.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,809 | $488.2K | 0.01% | +9,809 | New |
| Royal Bank of Canada | 10,306 | $513.0K | 0.00% | −18−0.2% | Reduced |
| National Wealth Management Group, LLC | 11,856 | $590.1K | 0.46% | +11,856 | New |
| Morgan Stanley | 12,246 | $609.5K | 0.00% | +846+7.4% | Added |
| BlackRock Inc. | 13,016 | $647.8K | 0.00% | −3,781−22.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 13,288 | $661.0K | 0.00% | +13,288 | New |
| Ellsworth Advisors, LLC | 19,102 | $878.5K | 0.25% | +525+2.8% | Added |
| De Lisle Partners LLP | 20,362 | $995.4K | 0.23% | +20,362 | New |
| EAM Investors, LLC | 21,929 | $1.09M | 0.17% | +21,929 | New |
| Dimensional Fund Advisors LP | 26,400 | $1.31M | 0.00% | +2,858+12.1% | Added |
| Geode Capital Management, LLC | 30,870 | $1.54M | 0.00% | −294−0.9% | Reduced |
| Courier Capital LLC | 35,000 | $1.74M | 0.13% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 50,300 | $2.50M | 0.12% | +50,300 | New |
| Punch & Associates Investment Management, Inc. | 51,950 | $2.59M | 0.15% | +745+1.5% | Added |
| Vanguard Group Inc | 56,441 | $2.81M | 0.00% | +3,561+6.7% | Added |
| Renaissance Technologies LLC | 63,062 | $3.14M | 0.00% | +3,200+5.3% | Added |
| Oppenheimer & Close, LLC | 125,594 | $6.25M | 5.42% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 130,413 | $6.49M | 0.02% | −4,809−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |