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, Q2 2024
Institutional positions in Telephone & Data Systems Inc as of Jun 30, 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
- 256
- +7 vs. Q1 2024
- Shares held
- 92.0M
- +1.62M (+1.8%) vs. Q1 2024
- Total value
- $1.91B
- +$459.8M (+31.8%) vs. Q1 2024
- New holders
- 44
- 97 more added
- Sold out
- 37
- 83 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 1 | $21 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $63 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $104 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $124 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 22 | $456 | 0.00% | +6+37.5% | Added |
| Fortitude Family Office, LLC | 24 | $498 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $498 | 0.00% | +24 | New |
| Rothschild Investment LLC | 35 | $726 | 0.00% | +25+250.0% | Added |
| Parkside Financial Bank & Trust | 46 | $954 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $1.10K | 0.00% | +37+231.3% | Added |
| Farmers & Merchants Investments Inc | 66 | $1.37K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 84 | $1.74K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 98 | $2.03K | 0.00% | −21−17.6% | Reduced |
| Umb Bank N A | 115 | $2.38K | 0.00% | −348−75.2% | Reduced |
| Prestige Wealth Management Group LLC | 130 | $2.69K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 165 | $3.42K | 0.00% | +165 | New |
| Walleye Trading LLC | 182 | $3.77K | 0.00% | −15,399−98.8% | Reduced |
| Investors Research Corp | 218 | $4.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $4.80K | 0.00% | +28+14.2% | Added |
| TD Waterhouse Canada Inc. | 245 | $5.08K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 268 | $5.56K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 319 | $6.61K | 0.00% | +319 | New |
| Huntington National Bank | 329 | $6.82K | 0.00% | +10+3.1% | Added |
| Private Wealth Management Group, LLC | 370 | $7.67K | 0.00% | −317−46.1% | Reduced |
| EverSource Wealth Advisors, LLC | 392 | $8.31K | 0.00% | +99+33.8% | Added |
| Private Trust Co NA | 474 | $9.83K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 488 | $10.0K | 0.00% | +488 | New |
| North Star Investment Management Corp. | 780 | $16.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 883 | $18.3K | 0.00% | −277−23.9% | Reduced |
| Iron Horse Wealth Management, LLC | 1,236 | $25.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,284 | $25.9K | 0.00% | +1,284 | New |
| Ronald Blue Trust, Inc. | 1,715 | $27.5K | 0.00% | +1,674+4,082.9% | Added |
| Farther Finance Advisors, LLC | 1,635 | $33.9K | 0.00% | −331−16.8% | Reduced |
| Fifth Third Bancorp | 1,741 | $36.1K | 0.00% | +61+3.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,800 | $37.3K | 0.01% | −1,203−40.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,838 | $38.1K | 0.00% | +319+21.0% | Added |
| Clarity Asset Management, Inc. | 1,897 | $39.3K | 0.03% | −593−23.8% | Reduced |
| HM Payson & Co | 1,945 | $40.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,951 | $40.4K | 0.02% | +1,951 | New |
| Versant Capital Management, Inc | 2,032 | $42.1K | 0.01% | −38−1.8% | Reduced |
| Lindbrook Capital, LLC | 2,564 | $53.2K | 0.00% | +145+6.0% | Added |
| Signaturefd, LLC | 2,695 | $55.9K | 0.00% | −129−4.6% | Reduced |
| KBC Group NV | 2,845 | $59.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,980 | $61.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,568 | $74.0K | 0.00% | +431+13.7% | Added |
| Quest Partners LLC | 3,945 | $81.8K | 0.01% | −2,371−37.5% | Reduced |
| CWM, LLC | 3,939 | $82.0K | 0.00% | +1,430+57.0% | Added |
| Clearstead Advisors, LLC | 4,100 | $85.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,100 | $85.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,248 | $88.0K | 0.02% | +4,248 | New |
| Quadrant Capital Group LLC | 4,255 | $88.2K | 0.01% | −68−1.6% | Reduced |
| IFP Advisors, Inc | 4,370 | $90.6K | 0.00% | −137−3.0% | Reduced |
| GAMMA Investing LLC | 4,812 | $99.8K | 0.01% | +585+13.8% | Added |
| Spire Wealth Management | 5,025 | $104.2K | 0.00% | −632−11.2% | Reduced |
| Nisa Investment Advisors, LLC | 5,146 | $106.7K | 0.00% | +630+14.0% | Added |
| Lazard Asset Management LLC | 5,561 | $115.0K | 0.00% | +3,356+152.2% | Added |
| Headlands Technologies LLC | 5,974 | $123.8K | 0.01% | +4,581+328.9% | Added |
| Bartlett & Co. Wealth Management LLC | 6,354 | $131.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,191 | $169.8K | 0.00% | −604−6.9% | Reduced |
| Everence Capital Management Inc | 11,970 | $187.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,837 | $203.9K | 0.01% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 10,000 | $207.3K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 10,162 | $210.7K | 0.00% | +10,162 | New |
| Covestor Ltd | 10,435 | $216.0K | 0.14% | −978−8.6% | Reduced |
| Corton Capital Inc. | 10,475 | $217.1K | 0.11% | −7,437−41.5% | Reduced |
| Innealta Capital, LLC | 10,478 | $217.2K | 0.07% | +10,478 | New |
| Vident Advisory, LLC | 10,583 | $219.4K | 0.01% | +10,583 | New |
| Evergreen Capital Management LLC | 10,674 | $221.3K | 0.01% | −637−5.6% | Reduced |
| Stifel Financial Corp | 10,810 | $224.1K | 0.00% | −3,290−23.3% | Reduced |
| Waldron Private Wealth LLC | 10,895 | $225.9K | 0.01% | −98−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 11,004 | $228.1K | 0.00% | −1,396−11.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 11,500 | $238.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,714 | $243.0K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 11,767 | $243.9K | 0.01% | −30,922−72.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,164 | $252.2K | 0.00% | −1,242−9.3% | Reduced |
| Creative Planning | 12,304 | $255.1K | 0.00% | +12,304 | New |
| RSM US Wealth Management LLC | 12,635 | $261.7K | 0.00% | +12,635 | New |
| Pictet Asset Management Holding SA | 12,863 | $266.6K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,904 | $267.5K | 0.05% | +12,904 | New |
| SEI Investments Co | 14,044 | $291.1K | 0.00% | −3,041−17.8% | Reduced |
| Russell Investments Group, Ltd. | 15,394 | $319.1K | 0.00% | +5,613+57.4% | Added |
| Schonfeld Strategic Advisors LLC | 15,600 | $323.4K | 0.00% | −5,120−24.7% | Reduced |
| Sherbrooke Park Advisers LLC | 15,613 | $323.7K | 0.06% | +15,613 | New |
| Mutual of America Capital Management LLC | 16,203 | $335.9K | 0.00% | −780−4.6% | Reduced |
| Fidelis Capital Partners, LLC | 16,546 | $337.7K | 0.05% | +69+0.4% | Added |
| Cerity Partners LLC | 16,823 | $348.7K | 0.00% | +124+0.7% | Added |
| Jefferies Financial Group Inc. | 16,869 | $349.7K | 0.01% | −16,631−49.6% | Reduced |
| BFSG, LLC | 17,451 | $361.8K | 0.05% | −1,215−6.5% | Reduced |
| Verition Fund Management LLC | 17,780 | $368.6K | 0.00% | +5,279+42.2% | Added |
| CI Private Wealth, LLC | 17,844 | $369.9K | 0.00% | +766+4.5% | Added |
| CSS LLC | 18,000 | $373.1K | 0.03% | +18,000 | New |
| HSBC Holdings PLC | 18,133 | $376.2K | 0.00% | −161−0.9% | Reduced |
| Handelsbanken Fonder AB | 18,225 | $378.0K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 18,900 | $391.8K | 0.06% | +18,900 | New |
| The PNC Financial Services Group, Inc. | 19,546 | $405.2K | 0.00% | +443+2.3% | Added |
| Cambria Investment Management, L.P. | 20,109 | $416.9K | 0.03% | −5,166−20.4% | Reduced |
| STRS Ohio | 20,500 | $425.0K | 0.00% | −24,100−54.0% | Reduced |
| Consolidated Planning Corp | 20,535 | $425.7K | 0.07% | +20,535 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,242 | $440.3K | 0.00% | −47−0.2% | Reduced |
| Mariner, LLC | 22,419 | $464.2K | 0.00% | +1,454+6.9% | Added |