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, Q2 2023
Institutional positions in Telephone & Data Systems Inc as of Jun 30, 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
- 232
- −3 vs. Q1 2023
- Shares held
- 94.6M
- +2.61M (+2.8%) vs. Q1 2023
- Total value
- $790.5M
- −$176.1M (−18.2%) vs. Q1 2023
- New holders
- 37
- 75 more added
- Sold out
- 40
- 87 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −8,052−99.9% | Reduced |
| Ronald Blue Trust, Inc. | 41 | $0 | 0.00% | −560−93.2% | Reduced |
| VitalStone Financial, LLC | 26 | $0 | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 20 | $165 | 0.00% | −11−35.5% | Reduced |
| Disciplined Investments, LLC | 20 | $165 | 0.00% | −3−13.0% | Reduced |
| Global Retirement Partners, LLC | 21 | $173 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $182 | 0.00% | −2−8.3% | Reduced |
| Earnest Partners LLC | 46 | $379 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $453 | 0.00% | +1+1.9% | Added |
| Baker Avenue Asset Management, LP | 56 | $461 | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 66 | $543 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 71 | $584 | 0.00% | −8−10.1% | Reduced |
| Glassman Wealth Services | 87 | $716 | 0.00% | +65+295.5% | Added |
| Group One Trading, L.P. | 99 | $815 | 0.00% | +99 | New |
| Quent Capital, LLC | 107 | $881 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 125 | $1.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $1.07K | 0.00% | +130 | New |
| M&R Capital Management Inc | 200 | $1.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 215 | $1.77K | 0.00% | +203+1,691.7% | Added |
| Investors Research Corp | 218 | $1.79K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 239 | $1.96K | 0.00% | +239 | New |
| TD Waterhouse Canada Inc. | 245 | $2.09K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $2.41K | 0.00% | +293 | New |
| Huntington National Bank | 319 | $2.63K | 0.00% | +319 | New |
| Bessemer Group Inc | 353 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 388 | $3.19K | 0.00% | +224+136.6% | Added |
| Umb Bank N A | 417 | $3.43K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 620 | $5.10K | 0.00% | +41+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 675 | $5.55K | 0.00% | −3,281−82.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 711 | $5.85K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 977 | $8.04K | 0.00% | +414+73.5% | Added |
| North Star Investment Management Corp. | 1,150 | $9.46K | 0.00% | +390+51.3% | Added |
| Simplex Trading, LLC | 1,295 | $10.0K | 0.00% | +35+2.8% | Added |
| Iron Horse Wealth Management, LLC | 1,236 | $10.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,796 | $14.8K | 0.00% | +1,000+125.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,843 | $15.2K | 0.00% | +177+10.6% | Added |
| Fifth Third Bancorp | 1,848 | $15.2K | 0.00% | +1,248+208.0% | Added |
| First Horizon Advisors, Inc. | 2,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,164 | $17.8K | 0.00% | +406+23.1% | Added |
| CWM, LLC | 2,194 | $18.0K | 0.00% | +1,581+257.9% | Added |
| Signaturefd, LLC | 2,429 | $20.0K | 0.00% | +1,737+251.0% | Added |
| Anchor Investment Management, LLC | 2,500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,551 | $21.0K | 0.00% | −17,709−87.4% | Reduced |
| Quarry LP | 2,674 | $22.0K | 0.01% | +2,674 | New |
| Parallel Advisors, LLC | 3,115 | $25.6K | 0.00% | +2,760+777.5% | Added |
| Meeder Asset Management Inc | 3,273 | $26.9K | 0.00% | −447−12.0% | Reduced |
| Hoey Investments, Inc | 3,552 | $29.2K | 0.01% | −1,909−35.0% | Reduced |
| Quadrant Capital Group LLC | 3,884 | $32.0K | 0.00% | +161+4.3% | Added |
| Nomura Asset Management Co Ltd | 4,100 | $33.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,376 | $36.0K | 0.00% | +4,076+1,358.7% | Added |
| Clearstead Advisors, LLC | 5,100 | $42.0K | 0.00% | −1,000−16.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,418 | $44.6K | 0.00% | +2,899+115.1% | Added |
| Metropolitan Life Insurance Co | 5,528 | $45.5K | 0.00% | +593+12.0% | Added |
| Clear Street Markets LLC | 3,500 | $48.0K | 0.02% | +3,500 | New |
| Bartlett & Co. LLC | 6,354 | $52.0K | 0.00% | −521−7.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,354 | $52.3K | 0.00% | −521−7.6% | Reduced |
| KBC Group NV | 6,649 | $55.0K | 0.00% | −1,962−22.8% | Reduced |
| First Manhattan Co | 7,052 | $58.0K | 0.00% | −43,827−86.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,925 | $65.2K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 8,882 | $73.1K | 0.04% | −9,135−50.7% | Reduced |
| Advisor Group Holdings, Inc. | 9,064 | $74.6K | 0.00% | +1,373+17.9% | Added |
| The PNC Financial Services Group, Inc. | 9,313 | $76.6K | 0.00% | +2,644+39.6% | Added |
| DLD Asset Management, LP | 10,000 | $82.3K | 0.01% | −340,000−97.1% | Reduced |
| Creative Planning | 10,160 | $83.6K | 0.00% | +10,160 | New |
| CIBC Asset Management Inc | 10,369 | $85.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 10,422 | $85.8K | 0.00% | +10,422 | New |
| Walleye Capital LLC | 10,422 | $85.8K | 0.00% | +10,422 | New |
| Invesco, LLC | 10,781 | $88.7K | 0.04% | +10,781 | New |
| Alan B. Lancz & Associates, Inc. | 10,930 | $90.0K | 0.10% | +10,930 | New |
| Sweet Financial Partners, LLC | 11,000 | $90.5K | 0.02% | −10,000−47.6% | Reduced |
| Whetstone Capital Advisors, LLC | 11,225 | $92.0K | 0.05% | +11,225 | New |
| Pictet Asset Management SA | 11,203 | $92.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,714 | $96.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 11,792 | $97.0K | 0.00% | +2,766+30.6% | Added |
| Fox Run Management, L.L.C. | 11,992 | $98.7K | 0.03% | +11,992 | New |
| Balyasny Asset Management LLC | 12,038 | $99.1K | 0.00% | −25,628−68.0% | Reduced |
| Shell Asset Management Co | 12,284 | $101.0K | 0.00% | −72−0.6% | Reduced |
| Cipher Capital LP | 12,367 | $101.8K | 0.02% | −33,635−73.1% | Reduced |
| US Bancorp | 12,784 | $105.2K | 0.00% | +4,938+62.9% | Added |
| Sherbrooke Park Advisers LLC | 13,654 | $112.4K | 0.06% | +13,654 | New |
| Stifel Financial Corp | 13,822 | $113.8K | 0.00% | −4,873−26.1% | Reduced |
| Man Group plc | 13,907 | $114.5K | 0.00% | +13,907 | New |
| Russell Investments Group, Ltd. | 14,137 | $116.7K | 0.00% | −113,084−88.9% | Reduced |
| Landscape Capital Management, L.L.C. | 14,450 | $118.9K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,132 | $124.5K | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 15,217 | $125.0K | 0.01% | +1,100+7.8% | Added |
| Atria Wealth Solutions, Inc. | 15,600 | $128.4K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 16,441 | $135.3K | 0.01% | +1,662+11.2% | Added |
| Fidelis Capital Partners, LLC | 16,477 | $135.6K | 0.05% | +16,477 | New |
| Captrust Financial Advisors | 16,739 | $137.8K | 0.00% | +2,201+15.1% | Added |
| Janney Montgomery Scott LLC | 16,993 | $140.0K | 0.00% | −5,816−25.5% | Reduced |
| Delphia (USA) Inc. | 17,353 | $142.8K | 0.23% | +17,353 | New |
| Handelsbanken Fonder AB | 18,225 | $150.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 18,540 | $155.2K | 0.00% | −98,756−84.2% | Reduced |
| Mutual of America Capital Management LLC | 19,302 | $158.9K | 0.00% | −1,252−6.1% | Reduced |
| Evergreen Capital Management LLC | 19,425 | $159.9K | 0.01% | +8,026+70.4% | Added |
| Teza Capital Management LLC | 20,425 | $168.1K | 0.03% | −26,602−56.6% | Reduced |
| Lazard Asset Management LLC | 20,578 | $169.0K | 0.00% | −488,500−96.0% | Reduced |
| Blueshift Asset Management, LLC | 20,651 | $170.0K | 0.06% | +20,651 | New |
| Amundi | 20,432 | $174.9K | 0.00% | −87−0.4% | Reduced |