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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 8,765 | $205.2K | 0.00% | +8,765 | New |
| Sterling Capital Management LLC | 8,403 | $195.4K | 0.00% | +8,403 | New |
| US Bancorp | 8,236 | $191.5K | 0.00% | +45+0.5% | Added |
| Shell Asset Management Co | 8,183 | $190.0K | 0.01% | +8,183 | New |
| Mitsubishi UFJ Trust & Banking Corp | 6,915 | $160.8K | 0.00% | −20,137−74.4% | Reduced |
| Covestor Ltd | 6,895 | $160.0K | 0.10% | −3,540−33.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,354 | $147.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,302 | $123.3K | 0.01% | +490+10.2% | Added |
| Nisa Investment Advisors, LLC | 5,201 | $120.9K | 0.00% | +55+1.1% | Added |
| CWM, LLC | 4,995 | $116.0K | 0.00% | +1,056+26.8% | Added |
| Steward Partners Investment Advisory, LLC | 4,703 | $109.3K | 0.00% | −7,461−61.3% | Reduced |
| Spire Wealth Management | 4,670 | $108.6K | 0.00% | −355−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,608 | $107.1K | 0.00% | −26,670−85.3% | 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 |
| Quadrant Capital Group LLC | 4,012 | $93.3K | 0.01% | −243−5.7% | Reduced |
| Parallel Advisors, LLC | 3,188 | $74.1K | 0.00% | −380−10.7% | Reduced |
| KBC Group NV | 2,845 | $66.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,980 | $61.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,643 | $61.5K | 0.02% | +692+35.5% | Added |
| Signaturefd, LLC | 2,554 | $59.4K | 0.00% | −141−5.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $55.8K | 0.01% | +600+33.3% | Added |
| Lindbrook Capital, LLC | 2,334 | $54.3K | 0.00% | −230−9.0% | Reduced |
| State of Wyoming | 2,271 | $52.8K | 0.01% | +2,271 | New |
| Lazard Asset Management LLC | 2,205 | $51.0K | 0.00% | −3,356−60.3% | Reduced |
| Versant Capital Management, Inc | 2,092 | $48.6K | 0.01% | +60+3.0% | Added |
| HM Payson & Co | 1,945 | $45.2K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,900 | $44.2K | 0.03% | +3+0.2% | Added |
| Ronald Blue Trust, Inc. | 2,047 | $42.4K | 0.00% | +332+19.4% | Added |
| Fifth Third Bancorp | 1,695 | $39.4K | 0.00% | −46−2.6% | Reduced |
| Smartleaf Asset Management LLC | 1,563 | $37.6K | 0.00% | +279+21.7% | Added |
| Farther Finance Advisors, LLC | 1,551 | $36.1K | 0.00% | −84−5.1% | Reduced |
| Iron Horse Wealth Management, LLC | 1,236 | $28.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 844 | $19.6K | 0.00% | +760+904.8% | Added |
| Principal Securities, Inc. | 765 | $17.8K | 0.00% | −118−13.4% | Reduced |
| Danske Bank A/S | 700 | $16.3K | 0.00% | +700 | New |
| EverSource Wealth Advisors, LLC | 584 | $13.6K | 0.00% | +192+49.0% | Added |
| Advisor Group Holdings, Inc. | 575 | $13.4K | 0.00% | −1,263−68.7% | Reduced |
| North Star Investment Management Corp. | 565 | $13.1K | 0.00% | −215−27.6% | Reduced |
| Private Trust Co NA | 474 | $11.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 474 | $11.0K | 0.00% | +474 | New |
| Private Wealth Management Group, LLC | 364 | $8.46K | 0.00% | −6−1.6% | Reduced |
| Huntington National Bank | 329 | $7.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 270 | $6.28K | 0.00% | +45+20.0% | Added |
| Johnson Financial Group, Inc. | 268 | $6.23K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 271 | $6.00K | 0.00% | +271 | New |
| SRS Capital Advisors, Inc. | 248 | $5.77K | 0.00% | −71−22.3% | Reduced |
| TD Waterhouse Canada Inc. | 245 | $5.74K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 236 | $5.49K | 0.00% | +121+105.2% | Added |
| Capital Performance Advisors LLP | 230 | $5.35K | 0.00% | +230 | New |
| Allspring Global Investments Holdings, LLC | 226 | $5.25K | 0.00% | −114,029−99.8% | Reduced |
| Investors Research Corp | 218 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 198 | $5.00K | 0.00% | +198 | New |
| C M Bidwell & Associates Ltd | 165 | $3.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $3.02K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 98 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 95 | $2.21K | 0.00% | +60+171.4% | Added |
| Northwestern Mutual Wealth Management Co | 92 | $2.14K | 0.00% | +92 | New |
| M&R Capital Management Inc | 74 | $1.72K | 0.00% | +74 | New |
| First Horizon Advisors, Inc. | 69 | $1.60K | 0.00% | +69 | New |
| Farmers & Merchants Investments Inc | 66 | $1.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 66 | $1.53K | 0.00% | −4,304−98.5% | Reduced |
| Massmutual Trust Co FSB | 53 | $1.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 43 | $1.00K | 0.00% | −3−6.5% | 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 |
| Bruce G. Allen Investments, LLC | 16 | $372 | 0.00% | −6−27.3% | Reduced |
| Hexagon Capital Partners LLC | 13 | $302 | 0.00% | +13 | New |
| Abound Wealth Management | 9 | $210 | 0.00% | +9 | New |
| Mendota Financial Group, LLC | 9 | $210 | 0.00% | +9 | New |
| Larson Financial Group LLC | 6 | $140 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $117 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $47 | 0.00% | −1−33.3% | Reduced |
| Claris Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| Hemington Wealth Management | 17 | $0 | 0.00% | +17 | New |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −163,778−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −70,929−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −59,194−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −54,855−100.0% | Sold out |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −34,379−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −25,798−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −25,042−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,869−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −15,613−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,767−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −4,248−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |