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, Q3 2023
Institutional positions in Telephone & Data Systems Inc as of Sep 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
- 258
- +28 vs. Q2 2023
- Shares held
- 91.3M
- −2.97M (−3.2%) vs. Q2 2023
- Total value
- $1.67B
- +$883.1M (+112.1%) vs. Q2 2023
- New holders
- 61
- 72 more added
- Sold out
- 33
- 97 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 41 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $19 | 0.00% | −21−95.5% | Reduced |
| AdvisorNet Financial, Inc | 8 | $146 | 0.00% | −12−60.0% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $348 | 0.00% | −36−65.5% | Reduced |
| Massmutual Trust Co FSB | 32 | $586 | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 32 | $586 | 0.00% | +32 | New |
| Earnest Partners LLC | 46 | $842 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 73 | $1.00K | 0.00% | +47+180.8% | Added |
| Baker Avenue Asset Management, LP | 56 | $1.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 62 | $1.14K | 0.00% | −45−42.1% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $1.21K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 119 | $1.98K | 0.00% | +98+466.7% | Added |
| Highlander Capital Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Key Financial Inc | 125 | $2.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $2.38K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 143 | $3.00K | 0.00% | −210−59.5% | Reduced |
| Investors Research Corp | 218 | $3.99K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 225 | $4.12K | 0.00% | −1,618−87.8% | Reduced |
| TD Waterhouse Canada Inc. | 245 | $4.24K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 268 | $4.91K | 0.00% | −1,528−85.1% | Reduced |
| Allworth Financial LP | 275 | $5.04K | 0.00% | +60+27.9% | Added |
| Leonteq Securities AG | 280 | $5.13K | 0.00% | +280 | New |
| Huntington National Bank | 319 | $5.84K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 323 | $5.91K | 0.00% | +323 | New |
| Glassman Wealth Services | 336 | $6.15K | 0.00% | +249+286.2% | Added |
| Whittier Trust Co | 384 | $7.03K | 0.00% | +384 | New |
| Mitsubishi UFJ Trust & Banking Corp | 415 | $7.60K | 0.00% | +415 | New |
| Umb Bank N A | 417 | $7.63K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 447 | $8.19K | 0.00% | +447 | New |
| Parkside Financial Bank & Trust | 550 | $10.1K | 0.00% | +550 | New |
| Private Trust Co NA | 593 | $10.9K | 0.00% | +205+52.8% | Added |
| Steward Partners Investment Advisory, LLC | 675 | $12.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 738 | $13.5K | 0.00% | +445+151.9% | Added |
| Farther Finance Advisors, LLC | 863 | $15.8K | 0.00% | +243+39.2% | Added |
| North Star Investment Management Corp. | 940 | $17.2K | 0.00% | −210−18.3% | Reduced |
| Iron Horse Wealth Management, LLC | 1,236 | $22.6K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,253 | $22.9K | 0.00% | −1,298−50.9% | Reduced |
| Fifth Third Bancorp | 1,847 | $33.8K | 0.00% | −1−0.1% | Reduced |
| First Horizon Advisors, Inc. | 2,000 | $36.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,419 | $44.3K | 0.00% | +255+11.8% | Added |
| CWM, LLC | 2,482 | $45.0K | 0.00% | +288+13.1% | Added |
| Versant Capital Management, Inc | 2,499 | $45.8K | 0.01% | +1,522+155.8% | Added |
| Anchor Investment Management, LLC | 2,500 | $45.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,807 | $51.4K | 0.00% | +378+15.6% | Added |
| Parallel Advisors, LLC | 3,278 | $60.0K | 0.00% | +163+5.2% | Added |
| KBC Group NV | 3,378 | $62.0K | 0.00% | −3,271−49.2% | Reduced |
| Hoey Investments, Inc | 3,552 | $65.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,696 | $67.7K | 0.00% | −680−15.5% | Reduced |
| Nomura Asset Management Co Ltd | 4,100 | $75.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,440 | $81.3K | 0.01% | +556+14.3% | Added |
| Nisa Investment Advisors, LLC | 4,449 | $81.5K | 0.00% | −32,300−87.9% | Reduced |
| IFP Advisors, Inc | 4,599 | $84.2K | 0.00% | −8,844−65.8% | Reduced |
| Clearstead Advisors, LLC | 5,100 | $93.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 5,175 | $94.8K | 0.00% | −1,877−26.6% | Reduced |
| Metropolitan Life Insurance Co | 5,731 | $104.9K | 0.01% | +203+3.7% | Added |
| Spire Wealth Management | 5,740 | $105.1K | 0.00% | −6,052−51.3% | Reduced |
| Neo Ivy Capital Management | 5,964 | $109.0K | 0.05% | +5,964 | New |
| Covestor Ltd | 6,057 | $111.0K | 0.08% | +6,049+75,612.5% | Added |
| Bartlett & Co. LLC | 6,354 | $116.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,354 | $116.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,229 | $150.7K | 0.00% | −835−9.2% | Reduced |
| IMA Wealth, Inc. | 9,282 | $170.0K | 0.04% | −188,780−95.3% | Reduced |
| Cutler Group LP | 9,364 | $171.0K | 0.03% | +9,364 | New |
| Ameritas Investment Partners, Inc. | 9,837 | $180.1K | 0.01% | +1,912+24.1% | Added |
| Brevan Howard Capital Management LP | 10,583 | $193.8K | 0.06% | +10,583 | New |
| Waldron Private Wealth LLC | 10,993 | $201.3K | 0.01% | +10,993 | New |
| Resources Investment Advisors, LLC. | 11,018 | $201.7K | 0.00% | +11,018 | New |
| Creative Planning | 11,068 | $202.7K | 0.00% | +908+8.9% | Added |
| Pictet Asset Management Holding SA | 11,203 | $205.1K | 0.00% | +11,203 | New |
| Tower Research Capital LLC (TRC) | 11,586 | $212.1K | 0.01% | +6,168+113.8% | Added |
| Public Employees Retirement Association of Colorado | 11,714 | $214.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,093 | $221.0K | 0.01% | −191−1.6% | Reduced |
| US Bancorp | 13,030 | $238.6K | 0.00% | +246+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,395 | $245.3K | 0.02% | −14,078−51.2% | Reduced |
| Evergreen Capital Management LLC | 13,499 | $247.2K | 0.01% | −5,926−30.5% | Reduced |
| Counterpoint Mutual Funds LLC | 13,850 | $253.6K | 0.21% | −19,644−58.6% | Reduced |
| Whetstone Capital Advisors, LLC | 13,897 | $254.0K | 0.14% | +2,672+23.8% | Added |
| Stifel Financial Corp | 13,958 | $255.6K | 0.00% | +136+1.0% | Added |
| Mariner, LLC | 13,978 | $255.9K | 0.00% | +13,978 | New |
| Jump Financial, LLC | 14,323 | $262.3K | 0.01% | −226,679−94.1% | Reduced |
| Atria Wealth Solutions, Inc. | 14,600 | $267.3K | 0.00% | −1,000−6.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,132 | $277.1K | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 15,217 | $279.0K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,326 | $281.1K | 0.00% | +1,189+8.4% | Added |
| SEI Investments Co | 15,831 | $289.9K | 0.00% | +5,409+51.9% | Added |
| Janney Montgomery Scott LLC | 16,647 | $305.0K | 0.00% | −346−2.0% | Reduced |
| Fidelis Capital Partners, LLC | 16,699 | $305.8K | 0.10% | +222+1.3% | Added |
| Lazard Asset Management LLC | 16,981 | $310.0K | 0.00% | −3,597−17.5% | Reduced |
| Belvedere Trading LLC | 17,054 | $312.3K | 0.04% | +17,054 | New |
| Mutual of America Capital Management LLC | 17,159 | $314.2K | 0.00% | −2,143−11.1% | Reduced |
| Wolverine Trading, LLC | 17,228 | $315.4K | 0.00% | +17,228 | New |
| Bank of Montreal | 18,340 | $316.0K | 0.00% | −200−1.1% | Reduced |
| CI Private Wealth, LLC | 17,661 | $323.4K | 0.00% | +17,661 | New |
| Victory Capital Management Inc | 18,152 | $332.4K | 0.00% | −61,539−77.2% | Reduced |
| Handelsbanken Fonder AB | 18,225 | $334.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 18,388 | $336.7K | 0.00% | −7,437−28.8% | Reduced |
| The PNC Financial Services Group, Inc. | 19,043 | $348.7K | 0.00% | +9,730+104.5% | Added |
| Aquatic Capital Management LLC | 19,400 | $355.0K | 0.01% | +19,400 | New |
| Steel Peak Wealth Management LLC | 19,608 | $359.0K | 0.02% | +3,167+19.3% | Added |
| Vestcor Inc | 19,820 | $363.0K | 0.01% | −15,551−44.0% | Reduced |