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 2024
Institutional positions in Telephone & Data Systems Inc as of Sep 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
- 276
- +22 vs. Q2 2024
- Shares held
- 94.3M
- +19.2M (+25.6%) vs. Q2 2024
- Total value
- $2.19B
- +$634.4M (+40.8%) vs. Q2 2024
- New holders
- 40
- 89 more added
- Sold out
- 18
- 114 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 17 | $0 | 0.00% | +17 | New |
| Claris Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $47 | 0.00% | −1−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $117 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $140 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $210 | 0.00% | +9 | New |
| Mendota Financial Group, LLC | 9 | $210 | 0.00% | +9 | New |
| Hexagon Capital Partners LLC | 13 | $302 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 16 | $372 | 0.00% | −6−27.3% | Reduced |
| CVA Family Office, LLC | 24 | $558 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $558 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $558 | 0.00% | +24 | New |
| Parkside Financial Bank & Trust | 43 | $1.00K | 0.00% | −3−6.5% | Reduced |
| Massmutual Trust Co FSB | 53 | $1.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 66 | $1.53K | 0.00% | −4,304−98.5% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $1.53K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 69 | $1.60K | 0.00% | +69 | New |
| M&R Capital Management Inc | 74 | $1.72K | 0.00% | +74 | New |
| Northwestern Mutual Wealth Management Co | 92 | $2.14K | 0.00% | +92 | New |
| Rothschild Investment LLC | 95 | $2.21K | 0.00% | +60+171.4% | Added |
| Global Retirement Partners, LLC | 98 | $2.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $3.02K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 165 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 198 | $5.00K | 0.00% | +198 | New |
| Investors Research Corp | 218 | $5.07K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 226 | $5.25K | 0.00% | −114,029−99.8% | Reduced |
| Capital Performance Advisors LLP | 230 | $5.35K | 0.00% | +230 | New |
| Umb Bank N A | 236 | $5.49K | 0.00% | +121+105.2% | Added |
| TD Waterhouse Canada Inc. | 245 | $5.74K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 248 | $5.77K | 0.00% | −71−22.3% | Reduced |
| Harbor Capital Advisors, Inc. | 271 | $6.00K | 0.00% | +271 | New |
| Johnson Financial Group, Inc. | 268 | $6.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 270 | $6.28K | 0.00% | +45+20.0% | Added |
| Huntington National Bank | 329 | $7.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 364 | $8.46K | 0.00% | −6−1.6% | Reduced |
| Private Trust Co NA | 474 | $11.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 474 | $11.0K | 0.00% | +474 | New |
| North Star Investment Management Corp. | 565 | $13.1K | 0.00% | −215−27.6% | Reduced |
| Advisor Group Holdings, Inc. | 575 | $13.4K | 0.00% | −1,263−68.7% | Reduced |
| EverSource Wealth Advisors, LLC | 584 | $13.6K | 0.00% | +192+49.0% | Added |
| Danske Bank A/S | 700 | $16.3K | 0.00% | +700 | New |
| Principal Securities, Inc. | 765 | $17.8K | 0.00% | −118−13.4% | Reduced |
| Assetmark, Inc | 844 | $19.6K | 0.00% | +760+904.8% | Added |
| Iron Horse Wealth Management, LLC | 1,236 | $28.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,551 | $36.1K | 0.00% | −84−5.1% | Reduced |
| Smartleaf Asset Management LLC | 1,563 | $37.6K | 0.00% | +279+21.7% | Added |
| Fifth Third Bancorp | 1,695 | $39.4K | 0.00% | −46−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,047 | $42.4K | 0.00% | +332+19.4% | Added |
| Clarity Asset Management, Inc. | 1,900 | $44.2K | 0.03% | +3+0.2% | Added |
| HM Payson & Co | 1,945 | $45.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,092 | $48.6K | 0.01% | +60+3.0% | Added |
| Lazard Asset Management LLC | 2,205 | $51.0K | 0.00% | −3,356−60.3% | Reduced |
| State of Wyoming | 2,271 | $52.8K | 0.01% | +2,271 | New |
| Lindbrook Capital, LLC | 2,334 | $54.3K | 0.00% | −230−9.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $55.8K | 0.01% | +600+33.3% | Added |
| Signaturefd, LLC | 2,554 | $59.4K | 0.00% | −141−5.2% | Reduced |
| Quarry LP | 2,643 | $61.5K | 0.02% | +692+35.5% | Added |
| Hoey Investments, Inc | 2,980 | $61.8K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,845 | $66.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,188 | $74.1K | 0.00% | −380−10.7% | Reduced |
| Quadrant Capital Group LLC | 4,012 | $93.3K | 0.01% | −243−5.7% | Reduced |
| Clearstead Advisors, LLC | 4,100 | $95.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,100 | $95.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,608 | $107.1K | 0.00% | −26,670−85.3% | Reduced |
| Spire Wealth Management | 4,670 | $108.6K | 0.00% | −355−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,703 | $109.3K | 0.00% | −7,461−61.3% | Reduced |
| CWM, LLC | 4,995 | $116.0K | 0.00% | +1,056+26.8% | Added |
| Nisa Investment Advisors, LLC | 5,201 | $120.9K | 0.00% | +55+1.1% | Added |
| GAMMA Investing LLC | 5,302 | $123.3K | 0.01% | +490+10.2% | Added |
| Bartlett & Co. Wealth Management LLC | 6,354 | $147.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6,895 | $160.0K | 0.10% | −3,540−33.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,915 | $160.8K | 0.00% | −20,137−74.4% | Reduced |
| Shell Asset Management Co | 8,183 | $190.0K | 0.01% | +8,183 | New |
| US Bancorp | 8,236 | $191.5K | 0.00% | +45+0.5% | Added |
| Sterling Capital Management LLC | 8,403 | $195.4K | 0.00% | +8,403 | New |
| Mercer Global Advisors Inc | 8,765 | $205.2K | 0.00% | +8,765 | New |
| Russell Investments Group, Ltd. | 8,962 | $208.4K | 0.00% | −6,432−41.8% | Reduced |
| Quadrature Capital Ltd | 9,041 | $210.3K | 0.00% | +9,041 | New |
| Resources Investment Advisors, LLC. | 9,075 | $211.0K | 0.00% | +9,075 | New |
| Stifel Financial Corp | 9,487 | $220.6K | 0.00% | −1,323−12.2% | Reduced |
| Ameritas Investment Partners, Inc. | 9,837 | $228.7K | 0.01% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 10,000 | $232.5K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,195 | $237.0K | 0.01% | −479−4.5% | Reduced |
| Atria Wealth Solutions, Inc. | 10,704 | $248.9K | 0.00% | −300−2.7% | Reduced |
| Corton Capital Inc. | 10,757 | $250.1K | 0.12% | +282+2.7% | Added |
| JustInvest LLC | 10,929 | $254.1K | 0.00% | +767+7.5% | Added |
| Waldron Private Wealth LLC | 10,950 | $254.6K | 0.01% | +55+0.5% | Added |
| Innealta Capital, LLC | 11,313 | $263.0K | 0.11% | +835+8.0% | Added |
| Petrus Trust Company, LTA | 11,673 | $271.4K | 0.03% | +11,673 | New |
| Public Employees Retirement Association of Colorado | 11,714 | $272.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 11,725 | $272.6K | 0.07% | +11,725 | New |
| Fox Run Management, L.L.C. | 12,201 | $283.7K | 0.06% | −37,211−75.3% | Reduced |
| Pensionmark Financial Group, LLC | 12,645 | $294.0K | 0.01% | +12,645 | New |
| Everence Capital Management Inc | 12,840 | $299.0K | 0.02% | +870+7.3% | Added |
| Pictet Asset Management Holding SA | 12,863 | $299.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,301 | $309.2K | 0.00% | +997+8.1% | Added |
| Walleye Capital LLC | 13,399 | $311.5K | 0.00% | −119,231−89.9% | Reduced |
| Headlands Technologies LLC | 13,551 | $315.1K | 0.04% | +7,577+126.8% | Added |
| Aigen Investment Management, LP | 13,589 | $315.9K | 0.06% | +685+5.3% | Added |
| SEI Investments Co | 14,384 | $334.4K | 0.00% | +340+2.4% | Added |