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, Q1 2023
Institutional positions in Telephone & Data Systems Inc as of Mar 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
- 235
- −8 vs. Q4 2022
- Shares held
- 91.9M
- −12.9M (−12.3%) vs. Q4 2022
- Total value
- $966.6M
- −$134.0M (−12.2%) vs. Q4 2022
- New holders
- 28
- 96 more added
- Sold out
- 36
- 72 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 12 | $127 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 16 | $168 | 0.00% | +16 | New |
| Global Retirement Partners, LLC | 21 | $198 | 0.00% | +21 | New |
| Glassman Wealth Services | 22 | $231 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $242 | 0.00% | +18+360.0% | Added |
| SJS Investment Consulting Inc. | 24 | $253 | 0.00% | +2+9.1% | Added |
| AdvisorNet Financial, Inc | 31 | $326 | 0.00% | +3+10.7% | Added |
| 25 LLC | 49 | $366 | 0.00% | +49 | New |
| Schubert & Co | 41 | $431 | 0.00% | +5+13.9% | Added |
| Earnest Partners LLC | 46 | $483 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $568 | 0.00% | −2−3.6% | Reduced |
| Column Capital Advisors, LLC | 62 | $652 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $694 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 79 | $830 | 0.00% | −6−7.1% | Reduced |
| Quent Capital, LLC | 107 | $1.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 125 | $1.31K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 142 | $1.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 164 | $1.72K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $2.10K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 218 | $2.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 245 | $2.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 300 | $3.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 340 | $3.57K | 0.00% | +340 | New |
| TCI Wealth Advisors, Inc. | 353 | $3.71K | 0.00% | +4+1.1% | Added |
| Parallel Advisors, LLC | 355 | $3.73K | 0.00% | −404−53.2% | Reduced |
| Bessemer Group Inc | 353 | $4.00K | 0.00% | +88+33.2% | Added |
| Belpointe Asset Management LLC | 405 | $4.26K | 0.00% | −945−70.0% | Reduced |
| Umb Bank N A | 417 | $4.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 563 | $5.86K | 0.00% | −458−44.9% | Reduced |
| Ronald Blue Trust, Inc. | 601 | $6.00K | 0.00% | −2,760−82.1% | Reduced |
| CWM, LLC | 613 | $6.00K | 0.00% | +119+24.1% | Added |
| Farther Finance Advisors, LLC | 579 | $6.08K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $6.31K | 0.00% | +372+163.2% | Added |
| Signaturefd, LLC | 692 | $7.27K | 0.00% | −711−50.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 711 | $7.47K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 760 | $7.99K | 0.00% | −2,880−79.1% | Reduced |
| Johnson Financial Group, Inc. | 796 | $8.37K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 895 | $9.00K | 0.00% | −23,465−96.3% | Reduced |
| Iron Horse Wealth Management, LLC | 1,236 | $13.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,260 | $13.0K | 0.00% | −20,780−94.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,666 | $17.5K | 0.00% | +144+9.5% | Added |
| Lindbrook Capital, LLC | 1,758 | $18.5K | 0.00% | +136+8.4% | Added |
| First Horizon Advisors, Inc. | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,500 | $26.3K | 0.00% | −2,500−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,519 | $27.0K | 0.00% | −6,442−71.9% | Reduced |
| Point72 Asset Management, L.P. | 2,706 | $28.4K | 0.00% | +2,706 | New |
| Meeder Asset Management Inc | 3,720 | $39.1K | 0.00% | +76+2.1% | Added |
| Quadrant Capital Group LLC | 3,723 | $39.1K | 0.00% | +53+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,956 | $41.6K | 0.00% | −276−6.5% | Reduced |
| Nomura Asset Management Co Ltd | 4,100 | $43.1K | 0.00% | +1,940+89.8% | Added |
| Metropolitan Life Insurance Co | 4,935 | $51.9K | 0.00% | −1,142−18.8% | Reduced |
| Hoey Investments, Inc | 5,461 | $57.4K | 0.02% | −1,678−23.5% | Reduced |
| Clearstead Advisors, LLC | 6,100 | $64.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,669 | $70.1K | 0.00% | +4,582+219.5% | Added |
| Bartlett & Co. LLC | 6,875 | $72.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,875 | $72.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,691 | $80.8K | 0.00% | +59+0.8% | Added |
| US Bancorp | 7,846 | $82.5K | 0.00% | +3,424+77.4% | Added |
| Ameritas Investment Partners, Inc. | 7,925 | $83.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8,060 | $85.0K | 0.07% | +2,308+40.1% | Added |
| KBC Group NV | 8,611 | $91.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9,026 | $94.9K | 0.00% | +3,136+53.2% | Added |
| Dark Forest Capital Management LP | 9,486 | $99.7K | 0.02% | +2,496+35.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $105.1K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,369 | $109.0K | 0.00% | −664−6.0% | Reduced |
| Vident Investment Advisory, LLC | 10,704 | $112.5K | 0.00% | −2,105−16.4% | Reduced |
| HSBC Holdings PLC | 11,013 | $115.8K | 0.00% | −22,855−67.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,100 | $116.7K | 0.01% | +11,100 | New |
| Pictet Asset Management SA | 11,203 | $117.7K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,399 | $119.8K | 0.01% | +11,399 | New |
| Franklin Resources Inc | 11,558 | $121.5K | 0.00% | −8,594−42.6% | Reduced |
| Public Employees Retirement Association of Colorado | 11,714 | $123.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,356 | $130.0K | 0.01% | −43−0.3% | Reduced |
| Quadrature Capital Ltd | 12,764 | $134.2K | 0.00% | +12,764 | New |
| Seven Eight Capital, LP | 12,903 | $135.6K | 0.03% | −20,571−61.5% | Reduced |
| Koss-Olinger Consulting, LLC | 14,117 | $148.0K | 0.02% | +1,794+14.6% | Added |
| XTX Topco Ltd | 14,103 | $148.2K | 0.03% | −45,352−76.3% | Reduced |
| Landscape Capital Management, L.L.C. | 14,450 | $151.9K | 0.02% | −51,099−78.0% | Reduced |
| Captrust Financial Advisors | 14,538 | $152.8K | 0.00% | +2,424+20.0% | Added |
| Steel Peak Wealth Management LLC | 14,779 | $155.3K | 0.01% | +14,779 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,132 | $159.0K | 0.00% | +4,097+37.1% | Added |
| Atria Wealth Solutions, Inc. | 15,600 | $164.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 17,960 | $189.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 17,958 | $189.0K | 0.02% | +17,958 | New |
| Gladius Capital Management LP | 18,017 | $189.4K | 0.06% | +18,017 | New |
| Handelsbanken Fonder AB | 18,225 | $192.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,695 | $196.5K | 0.00% | +7,975+74.4% | Added |
| Advisor Partners II, LLC | 18,904 | $198.7K | 0.01% | +1,675+9.7% | Added |
| Royal Bank of Canada | 19,805 | $209.0K | 0.00% | −33,530−62.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,260 | $212.9K | 0.00% | +18,159+864.3% | Added |
| Mutual of America Capital Management LLC | 20,554 | $216.0K | 0.00% | −364−1.7% | Reduced |
| Sweet Financial Partners, LLC | 21,000 | $220.7K | 0.06% | 00.0% | Unchanged |
| Amundi | 20,519 | $223.0K | 0.00% | +1,655+8.8% | Added |
| D.A. Davidson & Co. | 22,333 | $234.7K | 0.00% | +2,267+11.3% | Added |
| Janney Montgomery Scott LLC | 22,809 | $240.0K | 0.00% | +809+3.7% | Added |
| Nebula Research & Development LLC | 23,046 | $242.2K | 0.43% | +23,046 | New |
| Family Management Corp | 24,729 | $259.9K | 0.06% | +24,729 | New |
| Vestcor Inc | 24,739 | $260.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 25,813 | $271.3K | 0.01% | +13,803+114.9% | Added |
| CWM Advisors, LLC | 25,941 | $272.6K | 0.03% | +3,415+15.2% | Added |