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 2023
Institutional positions in Telephone & Data Systems Inc as of Dec 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
- 263
- +6 vs. Q3 2023
- Shares held
- 90.2M
- −872.9K (−1.0%) vs. Q3 2023
- Total value
- $1.66B
- −$12.3M (−0.7%) vs. Q3 2023
- New holders
- 34
- 84 more added
- Sold out
- 28
- 105 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 27 | $0 | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $19 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 3 | $55 | 0.00% | −5−62.5% | Reduced |
| SJS Investment Consulting Inc. | 4 | $74 | 0.00% | +3+300.0% | Added |
| Abound Wealth Management | 13 | $239 | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 16 | $294 | 0.00% | −16−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $294 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 20 | $367 | 0.00% | +1+5.3% | Added |
| Parkside Financial Bank & Trust | 46 | $845 | 0.00% | −504−91.6% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $1.21K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 82 | $1.50K | 0.00% | +82 | New |
| Highlander Capital Management, LLC | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 100 | $1.83K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 119 | $2.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $2.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 134 | $2.46K | 0.00% | +134 | New |
| Bessemer Group Inc | 143 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 200 | $3.67K | 0.00% | +200 | New |
| Investors Research Corp | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 228 | $4.00K | 0.00% | +187+456.1% | Added |
| Allworth Financial LP | 222 | $4.07K | 0.00% | −53−19.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 225 | $4.13K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 245 | $4.47K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 268 | $4.92K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 280 | $5.14K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $5.38K | 0.00% | −445−60.3% | Reduced |
| Huntington National Bank | 319 | $5.85K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 336 | $6.17K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 417 | $7.65K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 474 | $8.70K | 0.00% | −119−20.1% | Reduced |
| Private Wealth Management Group, LLC | 508 | $9.32K | 0.00% | +508 | New |
| Steward Partners Investment Advisory, LLC | 675 | $12.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 940 | $17.2K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,236 | $22.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,350 | $24.8K | 0.00% | +1,350 | New |
| Fifth Third Bancorp | 1,571 | $28.8K | 0.00% | −276−14.9% | Reduced |
| Farther Finance Advisors, LLC | 1,690 | $31.0K | 0.00% | +827+95.8% | Added |
| HM Payson & Co | 1,945 | $35.7K | 0.00% | +1,945 | New |
| First Horizon Advisors, Inc. | 2,000 | $36.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,094 | $38.4K | 0.01% | −405−16.2% | Reduced |
| Lazard Asset Management LLC | 2,304 | $42.0K | 0.00% | −14,677−86.4% | Reduced |
| CWM, LLC | 2,322 | $43.0K | 0.00% | −160−6.4% | Reduced |
| Lindbrook Capital, LLC | 2,419 | $44.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,500 | $45.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,805 | $51.5K | 0.00% | −2−0.1% | Reduced |
| KBC Group NV | 2,845 | $52.0K | 0.00% | −533−15.8% | Reduced |
| Harbour Investments, Inc. | 3,096 | $56.8K | 0.00% | −600−16.2% | Reduced |
| Quarry LP | 3,247 | $59.6K | 0.03% | +3,247 | New |
| Parallel Advisors, LLC | 3,365 | $61.7K | 0.00% | +87+2.7% | Added |
| Hoey Investments, Inc | 3,552 | $65.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,100 | $75.2K | 0.00% | −1,000−19.6% | Reduced |
| Nomura Asset Management Co Ltd | 4,100 | $75.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,449 | $81.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,597 | $84.4K | 0.00% | −20.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,795 | $87.9K | 0.00% | +4,380+1,055.4% | Added |
| Quadrant Capital Group LLC | 5,062 | $92.9K | 0.01% | +622+14.0% | Added |
| GAMMA Investing LLC | 4,858 | $93.3K | 0.03% | +4,858 | New |
| First Manhattan Co | 5,175 | $95.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,453 | $100.0K | 0.00% | −2,776−33.7% | Reduced |
| Metropolitan Life Insurance Co | 5,731 | $105.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,868 | $108.9K | 0.00% | +128+2.2% | Added |
| Quest Partners LLC | 6,307 | $115.7K | 0.02% | +6,307 | New |
| Bartlett & Co. LLC | 6,354 | $117.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,354 | $118.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6,677 | $122.0K | 0.08% | +620+10.2% | Added |
| State of Wyoming | 6,916 | $126.9K | 0.02% | +6,916 | New |
| Russell Investments Group, Ltd. | 8,206 | $150.6K | 0.00% | −7,120−46.5% | Reduced |
| Shell Asset Management Co | 9,354 | $172.0K | 0.01% | −2,739−22.6% | Reduced |
| Ameritas Investment Partners, Inc. | 9,837 | $180.5K | 0.01% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 10,000 | $183.5K | 0.11% | +10,000 | New |
| Gladius Capital Management LP | 10,742 | $197.1K | 0.12% | −20,669−65.8% | Reduced |
| Waldron Private Wealth LLC | 10,993 | $201.7K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,033 | $202.5K | 0.00% | +15+0.1% | Added |
| US Bancorp | 11,084 | $203.4K | 0.00% | −1,946−14.9% | Reduced |
| XTX Topco Ltd | 11,145 | $204.5K | 0.04% | −11,856−51.5% | Reduced |
| Verition Fund Management LLC | 11,271 | $206.8K | 0.00% | −11,628−50.8% | Reduced |
| Wolverine Trading, LLC | 11,372 | $208.7K | 0.00% | −5,856−34.0% | Reduced |
| Public Employees Retirement Association of Colorado | 11,714 | $215.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,111 | $222.2K | 0.00% | +1,043+9.4% | Added |
| Evergreen Capital Management LLC | 12,367 | $226.9K | 0.01% | −1,132−8.4% | Reduced |
| Quantbot Technologies LP | 12,422 | $227.9K | 0.01% | −16,045−56.4% | Reduced |
| Corton Capital Inc. | 12,648 | $232.1K | 0.07% | −7,181−36.2% | Reduced |
| Pictet Asset Management Holding SA | 12,863 | $236.0K | 0.00% | +1,660+14.8% | Added |
| Brevan Howard Capital Management LP | 12,964 | $237.9K | 0.02% | +2,381+22.5% | Added |
| Koss-Olinger Consulting, LLC | 13,306 | $244.0K | 0.02% | −1,911−12.6% | Reduced |
| Atria Wealth Solutions, Inc. | 13,600 | $249.6K | 0.00% | −1,000−6.8% | Reduced |
| Stifel Financial Corp | 13,897 | $255.0K | 0.00% | −61−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,160 | $259.8K | 0.00% | +14,160 | New |
| ClearAlpha Technologies LP | 14,757 | $270.8K | 0.10% | +14,757 | New |
| J. Goldman & Co LP | 14,967 | $274.6K | 0.02% | +14,967 | New |
| Mirabella Financial Services LLP | 15,047 | $276.1K | 0.04% | +15,047 | New |
| Cutler Group LP | 15,391 | $282.0K | 0.04% | +6,027+64.4% | Added |
| Semanteon Capital Management, LP | 15,911 | $292.0K | 0.20% | +15,911 | New |
| Janney Montgomery Scott LLC | 16,647 | $305.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 16,776 | $307.8K | 0.00% | +2,798+20.0% | Added |
| Fidelis Capital Partners, LLC | 16,839 | $309.0K | 0.07% | +140+0.8% | Added |
| SEI Investments Co | 17,021 | $312.3K | 0.00% | +1,190+7.5% | Added |
| CI Private Wealth, LLC | 17,147 | $314.6K | 0.00% | −514−2.9% | Reduced |
| Mutual of America Capital Management LLC | 17,254 | $316.6K | 0.00% | +95+0.6% | Added |
| Acadian Asset Management LLC | 17,463 | $317.0K | 0.00% | +17,463 | New |