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, Q1 2024
Institutional positions in Telephone & Data Systems Inc as of Mar 31, 2024. 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
- 255
- −6 vs. Q4 2023
- Shares held
- 90.9M
- +731.9K (+0.8%) vs. Q4 2023
- Total value
- $1.46B
- −$199.1M (−12.0%) vs. Q4 2023
- New holders
- 23
- 90 more added
- Sold out
- 29
- 107 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 3 | $49 | 0.00% | −1−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $81 | 0.00% | −15−75.0% | Reduced |
| Rothschild Investment LLC | 10 | $160 | 0.00% | +10 | New |
| Abound Wealth Management | 13 | $209 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $256 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $256 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $384 | 0.00% | −110−82.1% | Reduced |
| Ronald Blue Trust, Inc. | 41 | $657 | 0.00% | −187−82.0% | Reduced |
| Parkside Financial Bank & Trust | 46 | $737 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $1.06K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 84 | $1.35K | 0.00% | +2+2.4% | Added |
| Highlander Capital Management, LLC | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 119 | $1.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $2.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 197 | $3.16K | 0.00% | −25−11.3% | Reduced |
| Investors Research Corp | 218 | $3.49K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 245 | $3.90K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 268 | $4.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 293 | $4.58K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 319 | $5.11K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 380 | $6.09K | 0.00% | +155+68.9% | Added |
| Umb Bank N A | 463 | $7.42K | 0.00% | +46+11.0% | Added |
| Private Trust Co NA | 474 | $7.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 687 | $11.0K | 0.00% | +179+35.2% | Added |
| North Star Investment Management Corp. | 780 | $12.5K | 0.00% | −160−17.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 870 | $13.9K | 0.00% | +870 | New |
| Qube Research & Technologies Ltd | 1,112 | $17.8K | 0.00% | −248,278−99.6% | Reduced |
| Principal Securities, Inc. | 1,160 | $18.6K | 0.00% | −190−14.1% | Reduced |
| Iron Horse Wealth Management, LLC | 1,236 | $19.8K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,393 | $22.3K | 0.01% | +1,393 | New |
| EntryPoint Capital, LLC | 1,418 | $22.7K | 0.02% | +1,418 | New |
| Advisor Group Holdings, Inc. | 1,519 | $24.3K | 0.00% | −3,934−72.1% | Reduced |
| Fifth Third Bancorp | 1,680 | $26.9K | 0.00% | +109+6.9% | Added |
| Farther Finance Advisors, LLC | 1,966 | $30.8K | 0.00% | +276+16.3% | Added |
| HM Payson & Co | 1,945 | $31.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,070 | $33.2K | 0.01% | −24−1.1% | Reduced |
| Lazard Asset Management LLC | 2,205 | $35.0K | 0.00% | −99−4.3% | Reduced |
| Lindbrook Capital, LLC | 2,419 | $38.8K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 2,490 | $39.9K | 0.03% | +2,490 | New |
| CWM, LLC | 2,509 | $40.0K | 0.00% | +187+8.1% | Added |
| Signaturefd, LLC | 2,824 | $45.2K | 0.00% | +19+0.7% | Added |
| Cutler Group LP | 2,907 | $46.0K | 0.02% | −12,484−81.1% | Reduced |
| KBC Group NV | 2,845 | $46.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,980 | $47.7K | 0.01% | −572−16.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,003 | $48.1K | 0.01% | +3,003 | New |
| Parallel Advisors, LLC | 3,137 | $50.3K | 0.00% | −228−6.8% | Reduced |
| Nomura Asset Management Co Ltd | 4,100 | $65.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,227 | $67.7K | 0.01% | −631−13.0% | Reduced |
| State of Wyoming | 4,294 | $68.8K | 0.01% | −2,622−37.9% | Reduced |
| Quadrant Capital Group LLC | 4,323 | $69.3K | 0.01% | −739−14.6% | Reduced |
| IFP Advisors, Inc | 4,507 | $72.2K | 0.00% | −90−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 4,516 | $72.3K | 0.00% | +67+1.5% | Added |
| First Manhattan Co | 5,008 | $80.2K | 0.00% | −167−3.2% | Reduced |
| Metropolitan Life Insurance Co | 5,238 | $83.9K | 0.00% | −493−8.6% | Reduced |
| Clearstead Advisors, LLC | 4,100 | $86.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,536 | $88.7K | 0.00% | −29,065−84.0% | Reduced |
| Spire Wealth Management | 5,657 | $90.6K | 0.00% | −211−3.6% | Reduced |
| Natixis | 6,000 | $96.1K | 0.00% | +6,000 | New |
| Quest Partners LLC | 6,316 | $101.2K | 0.02% | +9+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 6,354 | $101.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 6,534 | $102.4K | 0.00% | +1,739+36.3% | Added |
| US Bancorp | 8,795 | $140.9K | 0.00% | −2,289−20.7% | Reduced |
| Russell Investments Group, Ltd. | 9,781 | $156.7K | 0.00% | +1,575+19.2% | Added |
| Ameritas Investment Partners, Inc. | 9,837 | $157.6K | 0.01% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 10,000 | $160.2K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,506 | $176.0K | 0.01% | −848−9.1% | Reduced |
| Waldron Private Wealth LLC | 10,993 | $176.1K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,031 | $176.7K | 0.00% | −20.0% | Reduced |
| Evergreen Capital Management LLC | 11,311 | $181.2K | 0.01% | −1,056−8.5% | Reduced |
| Petrus Trust Company, LTA | 11,380 | $182.3K | 0.02% | +11,380 | New |
| Covestor Ltd | 11,413 | $183.0K | 0.12% | +4,736+70.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 11,500 | $184.2K | 0.03% | −16,000−58.2% | Reduced |
| Public Employees Retirement Association of Colorado | 11,714 | $188.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,970 | $192.0K | 0.01% | +11,970 | New |
| Atria Wealth Solutions, Inc. | 12,400 | $198.6K | 0.00% | −1,200−8.8% | Reduced |
| Verition Fund Management LLC | 12,501 | $200.3K | 0.00% | +1,230+10.9% | Added |
| GTS Securities LLC | 12,503 | $200.3K | 0.01% | −23,008−64.8% | Reduced |
| Pictet Asset Management Holding SA | 12,863 | $206.1K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 13,236 | $212.0K | 0.21% | +2,494+23.2% | Added |
| Steward Partners Investment Advisory, LLC | 13,406 | $214.8K | 0.00% | +12,731+1,886.1% | Added |
| Janney Montgomery Scott LLC | 13,440 | $215.0K | 0.00% | −3,207−19.3% | Reduced |
| Wolverine Trading, LLC | 13,584 | $217.6K | 0.00% | +2,212+19.5% | Added |
| SG Americas Securities, LLC | 13,579 | $218.0K | 0.00% | +13,579 | New |
| Stifel Financial Corp | 14,100 | $225.9K | 0.00% | +203+1.5% | Added |
| LPL Financial LLC | 14,493 | $232.2K | 0.00% | −13,517−48.3% | Reduced |
| Walleye Trading LLC | 15,581 | $249.6K | 0.00% | −29,981−65.8% | Reduced |
| Caption Management, LLC | 16,000 | $256.3K | 0.03% | −32,900−67.3% | Reduced |
| Fidelis Capital Partners, LLC | 16,477 | $264.0K | 0.04% | −362−2.1% | Reduced |
| Amundi | 17,528 | $265.5K | 0.00% | −565−3.1% | Reduced |
| Cerity Partners LLC | 16,699 | $267.5K | 0.00% | +16,699 | New |
| Mutual of America Capital Management LLC | 16,983 | $272.1K | 0.00% | −271−1.6% | Reduced |
| CI Private Wealth, LLC | 17,078 | $273.6K | 0.00% | −69−0.4% | Reduced |
| SEI Investments Co | 17,085 | $273.7K | 0.00% | +64+0.4% | Added |
| Vestcor Inc | 17,182 | $275.0K | 0.01% | −2,638−13.3% | Reduced |
| Winton Group Ltd | 17,340 | $277.8K | 0.02% | +17,340 | New |
| HAP Trading, LLC | 17,786 | $284.9K | 0.09% | +17,786 | New |
| Corton Capital Inc. | 17,912 | $286.9K | 0.11% | +5,264+41.6% | Added |
| Handelsbanken Fonder AB | 18,225 | $292.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 18,294 | $292.9K | 0.00% | −673−3.5% | Reduced |