Telephone & Data Systems Inc
TDS- Exchange
- NYSE
- Industry
- Telephone Communications (No Radiotelephone)
- SEC CIK
- 0001051512
In the last 90 days, Telephone & Data Systems Inc insiders filed 0 open-market purchases and 1 sale; 351 institutions reported holding it in 13F filings for Q2 2026, worth $3.95B in total; superinvestors Third Point and Oaktree Capital hold it.
13F holders, Q4 2022
Institutional positions in Telephone & Data Systems Inc as of Dec 31, 2022. 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
- 244
- +13 vs. Q3 2022
- Shares held
- 104.9M
- +9.23M (+9.6%) vs. Q3 2022
- Total value
- $1.10B
- −$229.4M (−17.2%) vs. Q3 2022
- New holders
- 43
- 95 more added
- Sold out
- 30
- 77 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TDS 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 | 351 | $3.95B |
| Q1 2026 | 356 | $4.26B |
| Q4 2025 | 343 | $4.19B |
| Q3 2025 | 321 | $4.11B |
| Q2 2025 | 312 | $3.60B |
| Q1 2025 | 306 | $3.78B |
| Q4 2024 | 301 | $3.31B |
| Q3 2024 | 276 | $2.19B |
| Q2 2024 | 256 | $1.91B |
| Q1 2024 | 255 | $1.46B |
| Q4 2023 | 263 | $1.66B |
| Q3 2023 | 258 | $1.67B |
| Q2 2023 | 232 | $790.5M |
| Q1 2023 | 235 | $966.6M |
| Q4 2022 | 244 | $1.10B |
| Q3 2022 | 234 | $1.33B |
| Q2 2022 | 233 | $1.50B |
| Q1 2022 | 213 | $1.83B |
| Q4 2021 | 226 | $1.92B |
| Q3 2021 | 218 | $1.82B |
| Q2 2021 | 224 | $2.14B |
| Q1 2021 | 244 | $2.09B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 41 | $0 | 0.00% | −12−22.6% | Reduced |
| Rockefeller Capital Management L.P. | 32 | $0 | 0.00% | +1+3.2% | Added |
| Disciplined Investments, LLC | 5 | $52 | 0.00% | −14−73.7% | Reduced |
| Allworth Financial LP | 12 | $126 | 0.00% | −9−42.9% | Reduced |
| Glassman Wealth Services | 22 | $231 | 0.00% | −30−57.7% | Reduced |
| SJS Investment Consulting Inc. | 22 | $231 | 0.00% | +4+22.2% | Added |
| AdvisorNet Financial, Inc | 28 | $294 | 0.00% | +28 | New |
| Schubert & Co | 36 | $378 | 0.00% | +1+2.9% | Added |
| Earnest Partners LLC | 46 | $483 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $587 | 0.00% | +19+51.4% | Added |
| Column Capital Advisors, LLC | 62 | $650 | 0.00% | +62 | New |
| Farmers & Merchants Investments Inc | 66 | $692 | 0.00% | +7+11.9% | Added |
| Hexagon Capital Partners LLC | 85 | $892 | 0.00% | −123−59.1% | Reduced |
| Quent Capital, LLC | 107 | $1.12K | 0.00% | −848−88.8% | Reduced |
| Red Tortoise LLC | 142 | $1.49K | 0.00% | +142 | New |
| Key Financial Inc | 125 | $1.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 164 | $2.00K | 0.00% | −92−35.9% | Reduced |
| M&R Capital Management Inc | 200 | $2.10K | 0.00% | +200 | New |
| Investors Research Corp | 218 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 228 | $2.39K | 0.00% | −273−54.5% | Reduced |
| TD Waterhouse Canada Inc. | 245 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 265 | $3.00K | 0.00% | −1,000−79.1% | Reduced |
| Harbour Investments, Inc. | 300 | $3.15K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 349 | $3.66K | 0.00% | −115−24.8% | Reduced |
| Umb Bank N A | 417 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 494 | $5.00K | 0.00% | +168+51.5% | Added |
| Pathstone Family Office, LLC | 10,593 | $5.69K | 0.00% | +459+4.5% | Added |
| Farther Finance Advisors, LLC | 579 | $6.07K | 0.00% | +579 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 711 | $7.46K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 759 | $7.96K | 0.00% | +329+76.5% | Added |
| Johnson Financial Group, Inc. | 796 | $8.35K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 877 | $9.20K | 0.00% | −884−50.2% | Reduced |
| Versant Capital Management, Inc | 1,021 | $10.7K | 0.00% | +288+39.3% | Added |
| Leonteq Securities AG | 1,050 | $11.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,236 | $13.0K | 0.01% | +1,236 | New |
| Belpointe Asset Management LLC | 1,350 | $14.2K | 0.00% | +1,350 | New |
| Signaturefd, LLC | 1,403 | $14.7K | 0.00% | +612+77.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,522 | $16.0K | 0.00% | −4,091−72.9% | Reduced |
| Lindbrook Capital, LLC | 1,622 | $17.0K | 0.00% | +1,552+2,217.1% | Added |
| First Horizon Advisors, Inc. | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,087 | $21.9K | 0.00% | −5,287−71.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,101 | $22.0K | 0.00% | −46−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 2,160 | $22.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,640 | $38.2K | 0.00% | −118,355−97.0% | Reduced |
| Meeder Asset Management Inc | 3,644 | $38.2K | 0.00% | −421−10.4% | Reduced |
| Quadrant Capital Group LLC | 3,670 | $38.5K | 0.00% | +2,247+157.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,232 | $44.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,361 | $46.0K | 0.00% | +2,898+625.9% | Added |
| US Bancorp | 4,422 | $46.4K | 0.00% | −672−13.2% | Reduced |
| Anchor Investment Management, LLC | 5,000 | $52.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 5,752 | $60.0K | 0.05% | −48−0.8% | Reduced |
| Spire Wealth Management | 5,890 | $62.0K | 0.00% | +1,535+35.2% | Added |
| Metropolitan Life Insurance Co | 6,077 | $63.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,100 | $64.0K | 0.01% | −1,000−14.1% | Reduced |
| Bartlett & Co. LLC | 6,875 | $72.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,875 | $72.1K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,990 | $73.3K | 0.02% | +6,361+1,011.3% | Added |
| Hoey Investments, Inc | 7,139 | $74.9K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,632 | $80.1K | 0.00% | +320+4.4% | Added |
| KBC Group NV | 8,611 | $90.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,709 | $91.0K | 0.00% | +3,626+71.3% | Added |
| Tower Research Capital LLC (TRC) | 8,961 | $94.0K | 0.00% | +4,830+116.9% | Added |
| Ameritas Investment Partners, Inc. | 7,925 | $98.0K | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $104.9K | 0.02% | −10,100−50.2% | Reduced |
| Creative Financial Designs Inc | 10,007 | $105.0K | 0.02% | −6,115−37.9% | Reduced |
| Pitcairn Co | 10,322 | $108.3K | 0.01% | +10,322 | New |
| Stifel Financial Corp | 10,720 | $112.5K | 0.00% | +10,720 | New |
| CIBC Asset Management Inc | 11,033 | $115.7K | 0.00% | −934−7.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,035 | $115.8K | 0.00% | −2,583−19.0% | Reduced |
| Pictet Asset Management SA | 11,203 | $118.0K | 0.00% | +11,203 | New |
| Caxton Associates LP | 11,310 | $118.6K | 0.01% | −40,855−78.3% | Reduced |
| Public Employees Retirement Association of Colorado | 11,714 | $123.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 12,010 | $126.0K | 0.01% | −5,789−32.5% | Reduced |
| Captrust Financial Advisors | 12,114 | $127.1K | 0.00% | −3,542−22.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,147 | $127.4K | 0.13% | −109−1.0% | Reduced |
| Aigen Investment Management, LP | 12,279 | $128.8K | 0.02% | +12,279 | New |
| Koss-Olinger Consulting, LLC | 12,323 | $129.0K | 0.02% | +12,323 | New |
| Shell Asset Management Co | 12,399 | $130.0K | 0.01% | −2,419−16.3% | Reduced |
| State of Wisconsin Investment Board | 12,620 | $132.4K | 0.00% | −6,372−33.6% | Reduced |
| Bridgefront Capital, LLC | 12,639 | $132.6K | 0.09% | +12,639 | New |
| Prelude Capital Management, LLC | 12,682 | $133.0K | 0.01% | +12,682 | New |
| Vident Investment Advisory, LLC | 12,809 | $134.4K | 0.01% | −105,401−89.2% | Reduced |
| D. E. Shaw & Co., Inc. | 13,500 | $141.6K | 0.00% | +13,500 | New |
| Petrus Trust Company, LTA | 13,596 | $142.6K | 0.02% | +13,596 | New |
| HighTower Advisors, LLC | 13,867 | $147.0K | 0.00% | +13,867 | New |
| Duality Advisers, LP | 15,053 | $157.9K | 0.02% | +15,053 | New |
| Trust Co of Vermont | 15,150 | $158.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 15,231 | $160.0K | 0.03% | +15,231 | New |
| Atria Wealth Solutions, Inc. | 15,600 | $163.6K | 0.00% | +600+4.0% | Added |
| Advisor Partners II, LLC | 17,229 | $180.7K | 0.01% | +1,054+6.5% | Added |
| Point72 Middle East FZE | 17,417 | $182.7K | 0.01% | +17,417 | New |
| Everence Capital Management Inc | 17,960 | $188.0K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 17,343 | $188.3K | 0.00% | −2,703−13.5% | Reduced |
| Handelsbanken Fonder AB | 18,225 | $191.0K | 0.00% | −400−2.1% | Reduced |
| Ethic Inc. | 19,000 | $199.3K | 0.01% | +8,896+88.0% | Added |
| Janus Henderson Group PLC | 19,621 | $205.7K | 0.00% | −10.0% | Reduced |
| TCW Group Inc | 19,865 | $208.4K | 0.00% | −307,885−93.9% | Reduced |
| D.A. Davidson & Co. | 20,066 | $210.5K | 0.00% | +2,935+17.1% | Added |
| Franklin Resources Inc | 20,152 | $211.4K | 0.00% | +7,849+63.8% | Added |
| Mutual of America Capital Management LLC | 20,918 | $219.4K | 0.00% | +997+5.0% | Added |