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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 6,354 | $117.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,307 | $115.7K | 0.02% | +6,307 | New |
| Spire Wealth Management | 5,868 | $108.9K | 0.00% | +128+2.2% | Added |
| Metropolitan Life Insurance Co | 5,731 | $105.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,453 | $100.0K | 0.00% | −2,776−33.7% | Reduced |
| First Manhattan Co | 5,175 | $95.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,858 | $93.3K | 0.03% | +4,858 | New |
| Quadrant Capital Group LLC | 5,062 | $92.9K | 0.01% | +622+14.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,795 | $87.9K | 0.00% | +4,380+1,055.4% | Added |
| IFP Advisors, Inc | 4,597 | $84.4K | 0.00% | −20.0% | Reduced |
| Nisa Investment Advisors, LLC | 4,449 | $81.6K | 0.00% | 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 |
| Hoey Investments, Inc | 3,552 | $65.2K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,365 | $61.7K | 0.00% | +87+2.7% | Added |
| Quarry LP | 3,247 | $59.6K | 0.03% | +3,247 | New |
| Harbour Investments, Inc. | 3,096 | $56.8K | 0.00% | −600−16.2% | Reduced |
| KBC Group NV | 2,845 | $52.0K | 0.00% | −533−15.8% | Reduced |
| Signaturefd, LLC | 2,805 | $51.5K | 0.00% | −2−0.1% | Reduced |
| Anchor Investment Management, LLC | 2,500 | $45.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,419 | $44.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,322 | $43.0K | 0.00% | −160−6.4% | Reduced |
| Lazard Asset Management LLC | 2,304 | $42.0K | 0.00% | −14,677−86.4% | Reduced |
| Versant Capital Management, Inc | 2,094 | $38.4K | 0.01% | −405−16.2% | Reduced |
| First Horizon Advisors, Inc. | 2,000 | $36.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,945 | $35.7K | 0.00% | +1,945 | New |
| Farther Finance Advisors, LLC | 1,690 | $31.0K | 0.00% | +827+95.8% | Added |
| Fifth Third Bancorp | 1,571 | $28.8K | 0.00% | −276−14.9% | Reduced |
| Principal Securities, Inc. | 1,350 | $24.8K | 0.00% | +1,350 | New |
| Iron Horse Wealth Management, LLC | 1,236 | $22.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 940 | $17.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 675 | $12.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 508 | $9.32K | 0.00% | +508 | New |
| Private Trust Co NA | 474 | $8.70K | 0.00% | −119−20.1% | Reduced |
| Umb Bank N A | 417 | $7.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 336 | $6.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 319 | $5.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $5.38K | 0.00% | −445−60.3% | Reduced |
| Leonteq Securities AG | 280 | $5.14K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 268 | $4.92K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 245 | $4.47K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 225 | $4.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 222 | $4.07K | 0.00% | −53−19.3% | Reduced |
| Investors Research Corp | 218 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 228 | $4.00K | 0.00% | +187+456.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 200 | $3.67K | 0.00% | +200 | New |
| Bessemer Group Inc | 143 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 134 | $2.46K | 0.00% | +134 | New |
| Prestige Wealth Management Group LLC | 130 | $2.39K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 119 | $2.19K | 0.00% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 82 | $1.50K | 0.00% | +82 | New |
| Farmers & Merchants Investments Inc | 66 | $1.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $845 | 0.00% | −504−91.6% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $367 | 0.00% | +1+5.3% | Added |
| Massmutual Trust Co FSB | 16 | $294 | 0.00% | −16−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $294 | 0.00% | +16 | New |
| Abound Wealth Management | 13 | $239 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 4 | $74 | 0.00% | +3+300.0% | Added |
| AdvisorNet Financial, Inc | 3 | $55 | 0.00% | −5−62.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $19 | 0.00% | +1 | New |
| Avion Wealth | 27 | $0 | 0.00% | +27 | New |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −1,224,374−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −622,598−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −137,072−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −117,373−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −113,799−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −108,707−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −58,902−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −57,342−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −41,465−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −39,486−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −19,608−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −17,054−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −13,897−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −13,395−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −9,282−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,964−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |