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 2024
Institutional positions in Telephone & Data Systems Inc as of Dec 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
- 301
- +28 vs. Q3 2024
- Shares held
- 97.1M
- +2.92M (+3.1%) vs. Q3 2024
- Total value
- $3.31B
- +$1.12B (+51.4%) vs. Q3 2024
- New holders
- 67
- 80 more added
- Sold out
- 39
- 121 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $34 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 3 | $102 | 0.00% | +3 | New |
| Abound Wealth Management | 8 | $273 | 0.00% | −1−11.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $376 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $410 | 0.00% | +10+500.0% | Added |
| Bruce G. Allen Investments, LLC | 15 | $512 | 0.00% | −1−6.3% | Reduced |
| WealthTrak Capital Management LLC | 15 | $512 | 0.00% | +15 | New |
| Larson Financial Group LLC | 21 | $716 | 0.00% | +15+250.0% | Added |
| CVA Family Office, LLC | 24 | $819 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $819 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $819 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $887 | 0.00% | +21+420.0% | Added |
| Horizon Investments, LLC | 26 | $887 | 0.00% | +26 | New |
| Hemington Wealth Management | 30 | $1.00K | 0.00% | +13+76.5% | Added |
| R Squared Ltd | 30 | $1.02K | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 36 | $1.23K | 0.00% | −7−16.3% | Reduced |
| Hexagon Capital Partners LLC | 39 | $1.33K | 0.00% | +26+200.0% | Added |
| First Horizon Advisors, Inc. | 47 | $1.60K | 0.00% | −22−31.9% | Reduced |
| Farmers & Merchants Investments Inc | 66 | $2.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 66 | $2.25K | 0.00% | +13+24.5% | Added |
| IFP Advisors, Inc | 65 | $2.29K | 0.00% | −1−1.5% | Reduced |
| Harbour Investments, Inc. | 77 | $2.63K | 0.00% | +77 | New |
| Global Retirement Partners, LLC | 98 | $3.34K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $3.41K | 0.00% | −600−85.7% | Reduced |
| Rothschild Investment LLC | 105 | $3.58K | 0.00% | +10+10.5% | Added |
| Prestige Wealth Management Group LLC | 130 | $4.43K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 154 | $5.25K | 0.00% | +154 | New |
| C M Bidwell & Associates Ltd | 165 | $5.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 210 | $7.65K | 0.00% | −60−22.2% | Reduced |
| Umb Bank N A | 236 | $8.05K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 245 | $8.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 248 | $8.46K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 268 | $9.00K | 0.00% | −3−1.1% | Reduced |
| Johnson Financial Group, Inc. | 268 | $9.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 287 | $9.79K | 0.00% | −77−21.2% | Reduced |
| Bessemer Group Inc | 336 | $11.0K | 0.00% | +138+69.7% | Added |
| Clear Street Markets LLC | 328 | $11.2K | 0.00% | +328 | New |
| Ronald Blue Trust, Inc. | 348 | $11.9K | 0.00% | −1,699−83.0% | Reduced |
| North Star Investment Management Corp. | 365 | $12.4K | 0.00% | −200−35.4% | Reduced |
| EverSource Wealth Advisors, LLC | 413 | $14.1K | 0.00% | −171−29.3% | Reduced |
| Advisor Group Holdings, Inc. | 441 | $15.0K | 0.00% | −134−23.3% | Reduced |
| Private Trust Co NA | 474 | $16.2K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 480 | $16.4K | 0.01% | +480 | New |
| Principal Securities, Inc. | 555 | $18.9K | 0.00% | −210−27.5% | Reduced |
| Huntington National Bank | 557 | $19.0K | 0.00% | +228+69.3% | Added |
| Bayforest Capital Ltd | 605 | $20.6K | 0.03% | +605 | New |
| Aquatic Capital Management LLC | 636 | $21.7K | 0.00% | +636 | New |
| HM Payson & Co | 743 | $25.3K | 0.00% | −1,202−61.8% | Reduced |
| Quarry LP | 811 | $27.7K | 0.01% | −1,832−69.3% | Reduced |
| Assetmark, Inc | 827 | $28.2K | 0.00% | −17−2.0% | Reduced |
| Iron Horse Wealth Management, LLC | 1,036 | $35.3K | 0.01% | −200−16.2% | Reduced |
| Independence Bank of Kentucky | 1,200 | $40.9K | 0.01% | +1,200 | New |
| Fifth Third Bancorp | 1,546 | $52.7K | 0.00% | −149−8.8% | Reduced |
| Federated Hermes, Inc. | 1,644 | $56.1K | 0.00% | +1,644 | New |
| Clarity Asset Management, Inc. | 1,774 | $60.5K | 0.04% | −126−6.6% | Reduced |
| Hoey Investments, Inc | 1,793 | $61.2K | 0.01% | −1,187−39.8% | Reduced |
| SBI Securities Co., Ltd. | 2,180 | $74.4K | 0.00% | +2,180 | New |
| Lindbrook Capital, LLC | 2,334 | $79.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,395 | $81.7K | 0.02% | +303+14.5% | Added |
| Signaturefd, LLC | 2,554 | $87.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,707 | $92.3K | 0.00% | +1,156+74.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,061 | $104.4K | 0.00% | −1,642−34.9% | Reduced |
| Parallel Advisors, LLC | 3,164 | $107.9K | 0.00% | −24−0.8% | Reduced |
| Smartleaf Asset Management LLC | 3,749 | $127.5K | 0.01% | +2,186+139.9% | Added |
| Meeder Asset Management Inc | 3,770 | $128.6K | 0.01% | −22,840−85.8% | Reduced |
| Quadrant Capital Group LLC | 3,892 | $132.8K | 0.01% | −120−3.0% | Reduced |
| Lazard Asset Management LLC | 4,092 | $139.0K | 0.00% | +1,887+85.6% | Added |
| Clearstead Advisors, LLC | 4,100 | $139.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,100 | $139.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,297 | $146.6K | 0.00% | −373−8.0% | Reduced |
| Venturi Wealth Management, LLC | 4,530 | $154.5K | 0.01% | +4,530 | New |
| KBC Group NV | 4,853 | $166.0K | 0.00% | +2,008+70.6% | Added |
| CWM, LLC | 5,211 | $178.0K | 0.00% | +216+4.3% | Added |
| Nisa Investment Advisors, LLC | 5,298 | $180.7K | 0.00% | +97+1.9% | Added |
| GAMMA Investing LLC | 5,742 | $195.9K | 0.02% | +440+8.3% | Added |
| United Capital Financial Advisers, LLC | 5,890 | $200.9K | 0.00% | +5,890 | New |
| First Citizens Bank & Trust Co | 5,954 | $203.1K | 0.00% | +5,954 | New |
| Savant Capital, LLC | 5,960 | $203.3K | 0.00% | +5,960 | New |
| Envestnet Portfolio Solutions, Inc. | 6,016 | $205.2K | 0.00% | +6,016 | New |
| Sequoia Financial Advisors, LLC | 6,059 | $206.7K | 0.00% | +6,059 | New |
| Captrust Financial Advisors | 6,101 | $208.1K | 0.00% | +6,101 | New |
| Innealta Capital, LLC | 6,121 | $208.8K | 0.10% | −5,192−45.9% | Reduced |
| Crestline Management, LP | 6,170 | $210.5K | 0.01% | +6,170 | New |
| State of Wyoming | 6,253 | $213.3K | 0.03% | +3,982+175.3% | Added |
| Polymer Capital Management (US) LLC | 6,256 | $213.4K | 0.07% | +6,256 | New |
| Quest Partners LLC | 6,313 | $215.3K | 0.03% | −8,584−57.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,354 | $216.7K | 0.00% | 00.0% | Unchanged |
| Invesco, LLC | 6,747 | $230.1K | 0.09% | +6,747 | New |
| Wealth Enhancement Advisory Services, LLC | 6,952 | $237.1K | 0.00% | +6,952 | New |
| Pallas Capital Advisors LLC | 6,954 | $237.2K | 0.01% | +6,954 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,000 | $238.8K | 0.00% | +7,000 | New |
| O'Shaughnessy Asset Management, LLC | 7,081 | $241.5K | 0.00% | +7,081 | New |
| Xponance, Inc. | 7,161 | $244.3K | 0.00% | +7,161 | New |
| Crossmark Global Holdings, Inc. | 7,216 | $246.0K | 0.00% | +7,216 | New |
| Ballentine Partners, LLC | 7,532 | $256.9K | 0.00% | +7,532 | New |
| Net Worth Advisory Group | 7,607 | $259.5K | 0.08% | +7,607 | New |
| US Bancorp | 7,616 | $259.8K | 0.00% | −620−7.5% | Reduced |
| Quantinno Capital Management LP | 7,663 | $261.4K | 0.00% | +7,663 | New |
| Everence Capital Management Inc | 7,730 | $264.0K | 0.02% | −5,110−39.8% | Reduced |
| Shell Asset Management Co | 8,162 | $278.0K | 0.01% | −21−0.3% | Reduced |