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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6,057 | $111.0K | 0.08% | +6,049+75,612.5% | Added |
| Neo Ivy Capital Management | 5,964 | $109.0K | 0.05% | +5,964 | New |
| Spire Wealth Management | 5,740 | $105.1K | 0.00% | −6,052−51.3% | Reduced |
| Metropolitan Life Insurance Co | 5,731 | $104.9K | 0.01% | +203+3.7% | Added |
| First Manhattan Co | 5,175 | $94.8K | 0.00% | −1,877−26.6% | Reduced |
| Clearstead Advisors, LLC | 5,100 | $93.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,599 | $84.2K | 0.00% | −8,844−65.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,449 | $81.5K | 0.00% | −32,300−87.9% | Reduced |
| Quadrant Capital Group LLC | 4,440 | $81.3K | 0.01% | +556+14.3% | Added |
| Nomura Asset Management Co Ltd | 4,100 | $75.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,696 | $67.7K | 0.00% | −680−15.5% | Reduced |
| Hoey Investments, Inc | 3,552 | $65.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 3,378 | $62.0K | 0.00% | −3,271−49.2% | Reduced |
| Parallel Advisors, LLC | 3,278 | $60.0K | 0.00% | +163+5.2% | Added |
| Signaturefd, LLC | 2,807 | $51.4K | 0.00% | +378+15.6% | Added |
| Anchor Investment Management, LLC | 2,500 | $45.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,499 | $45.8K | 0.01% | +1,522+155.8% | Added |
| CWM, LLC | 2,482 | $45.0K | 0.00% | +288+13.1% | Added |
| Lindbrook Capital, LLC | 2,419 | $44.3K | 0.00% | +255+11.8% | Added |
| First Horizon Advisors, Inc. | 2,000 | $36.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,847 | $33.8K | 0.00% | −1−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,253 | $22.9K | 0.00% | −1,298−50.9% | Reduced |
| Iron Horse Wealth Management, LLC | 1,236 | $22.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 940 | $17.2K | 0.00% | −210−18.3% | Reduced |
| Farther Finance Advisors, LLC | 863 | $15.8K | 0.00% | +243+39.2% | Added |
| EverSource Wealth Advisors, LLC | 738 | $13.5K | 0.00% | +445+151.9% | Added |
| Steward Partners Investment Advisory, LLC | 675 | $12.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 593 | $10.9K | 0.00% | +205+52.8% | Added |
| Parkside Financial Bank & Trust | 550 | $10.1K | 0.00% | +550 | New |
| Milestone Investment Advisors LLC | 447 | $8.19K | 0.00% | +447 | New |
| Umb Bank N A | 417 | $7.63K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 415 | $7.60K | 0.00% | +415 | New |
| Whittier Trust Co | 384 | $7.03K | 0.00% | +384 | New |
| Glassman Wealth Services | 336 | $6.15K | 0.00% | +249+286.2% | Added |
| West Tower Group, LLC | 323 | $5.91K | 0.00% | +323 | New |
| Huntington National Bank | 319 | $5.84K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 280 | $5.13K | 0.00% | +280 | New |
| Allworth Financial LP | 275 | $5.04K | 0.00% | +60+27.9% | Added |
| Johnson Financial Group, Inc. | 268 | $4.91K | 0.00% | −1,528−85.1% | Reduced |
| TD Waterhouse Canada Inc. | 245 | $4.24K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 225 | $4.12K | 0.00% | −1,618−87.8% | Reduced |
| Investors Research Corp | 218 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 143 | $3.00K | 0.00% | −210−59.5% | Reduced |
| Prestige Wealth Management Group LLC | 130 | $2.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 125 | $2.29K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 119 | $1.98K | 0.00% | +98+466.7% | Added |
| Farmers & Merchants Investments Inc | 66 | $1.21K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 62 | $1.14K | 0.00% | −45−42.1% | Reduced |
| Baker Avenue Asset Management, LP | 56 | $1.02K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 73 | $1.00K | 0.00% | +47+180.8% | Added |
| Earnest Partners LLC | 46 | $842 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $586 | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 32 | $586 | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 19 | $348 | 0.00% | −36−65.5% | Reduced |
| AdvisorNet Financial, Inc | 8 | $146 | 0.00% | −12−60.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $19 | 0.00% | −21−95.5% | Reduced |
| Ronald Blue Trust, Inc. | 41 | $0 | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −188,105−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −106,754−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −97,118−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −65,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −55,413−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −37,815−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −35,926−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −33,003−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −31,516−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −27,911−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −24,729−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −21,617−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,651−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −20,425−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −17,353−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,450−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,907−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,654−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −12,367−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| Sweet Financial Partners, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −10,930−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −10,781−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −10,369−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |