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 |
|---|---|---|---|---|---|
| Harbour Capital Advisors, LLC | 8,575 | $290.7K | 0.06% | +8,575 | New |
| Shell Asset Management Co | 8,162 | $278.0K | 0.01% | −21−0.3% | Reduced |
| Everence Capital Management Inc | 7,730 | $264.0K | 0.02% | −5,110−39.8% | Reduced |
| Quantinno Capital Management LP | 7,663 | $261.4K | 0.00% | +7,663 | New |
| US Bancorp | 7,616 | $259.8K | 0.00% | −620−7.5% | Reduced |
| Net Worth Advisory Group | 7,607 | $259.5K | 0.08% | +7,607 | New |
| Ballentine Partners, LLC | 7,532 | $256.9K | 0.00% | +7,532 | New |
| Crossmark Global Holdings, Inc. | 7,216 | $246.0K | 0.00% | +7,216 | New |
| Xponance, Inc. | 7,161 | $244.3K | 0.00% | +7,161 | New |
| O'Shaughnessy Asset Management, LLC | 7,081 | $241.5K | 0.00% | +7,081 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,000 | $238.8K | 0.00% | +7,000 | New |
| Pallas Capital Advisors LLC | 6,954 | $237.2K | 0.01% | +6,954 | New |
| Wealth Enhancement Advisory Services, LLC | 6,952 | $237.1K | 0.00% | +6,952 | New |
| Invesco, LLC | 6,747 | $230.1K | 0.09% | +6,747 | New |
| Bartlett & Co. Wealth Management LLC | 6,354 | $216.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,313 | $215.3K | 0.03% | −8,584−57.6% | Reduced |
| Polymer Capital Management (US) LLC | 6,256 | $213.4K | 0.07% | +6,256 | New |
| State of Wyoming | 6,253 | $213.3K | 0.03% | +3,982+175.3% | Added |
| Crestline Management, LP | 6,170 | $210.5K | 0.01% | +6,170 | New |
| Innealta Capital, LLC | 6,121 | $208.8K | 0.10% | −5,192−45.9% | Reduced |
| Captrust Financial Advisors | 6,101 | $208.1K | 0.00% | +6,101 | New |
| Sequoia Financial Advisors, LLC | 6,059 | $206.7K | 0.00% | +6,059 | New |
| Envestnet Portfolio Solutions, Inc. | 6,016 | $205.2K | 0.00% | +6,016 | New |
| Savant Capital, LLC | 5,960 | $203.3K | 0.00% | +5,960 | New |
| First Citizens Bank & Trust Co | 5,954 | $203.1K | 0.00% | +5,954 | New |
| United Capital Financial Advisers, LLC | 5,890 | $200.9K | 0.00% | +5,890 | New |
| GAMMA Investing LLC | 5,742 | $195.9K | 0.02% | +440+8.3% | Added |
| Nisa Investment Advisors, LLC | 5,298 | $180.7K | 0.00% | +97+1.9% | Added |
| CWM, LLC | 5,211 | $178.0K | 0.00% | +216+4.3% | Added |
| KBC Group NV | 4,853 | $166.0K | 0.00% | +2,008+70.6% | Added |
| Venturi Wealth Management, LLC | 4,530 | $154.5K | 0.01% | +4,530 | New |
| Spire Wealth Management | 4,297 | $146.6K | 0.00% | −373−8.0% | Reduced |
| 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 |
| Lazard Asset Management LLC | 4,092 | $139.0K | 0.00% | +1,887+85.6% | Added |
| Quadrant Capital Group LLC | 3,892 | $132.8K | 0.01% | −120−3.0% | Reduced |
| Meeder Asset Management Inc | 3,770 | $128.6K | 0.01% | −22,840−85.8% | Reduced |
| Smartleaf Asset Management LLC | 3,749 | $127.5K | 0.01% | +2,186+139.9% | Added |
| Parallel Advisors, LLC | 3,164 | $107.9K | 0.00% | −24−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,061 | $104.4K | 0.00% | −1,642−34.9% | Reduced |
| Farther Finance Advisors, LLC | 2,707 | $92.3K | 0.00% | +1,156+74.5% | Added |
| Signaturefd, LLC | 2,554 | $87.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,395 | $81.7K | 0.02% | +303+14.5% | Added |
| Lindbrook Capital, LLC | 2,334 | $79.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,180 | $74.4K | 0.00% | +2,180 | New |
| Hoey Investments, Inc | 1,793 | $61.2K | 0.01% | −1,187−39.8% | Reduced |
| Clarity Asset Management, Inc. | 1,774 | $60.5K | 0.04% | −126−6.6% | Reduced |
| Federated Hermes, Inc. | 1,644 | $56.1K | 0.00% | +1,644 | New |
| Fifth Third Bancorp | 1,546 | $52.7K | 0.00% | −149−8.8% | Reduced |
| Independence Bank of Kentucky | 1,200 | $40.9K | 0.01% | +1,200 | New |
| Iron Horse Wealth Management, LLC | 1,036 | $35.3K | 0.01% | −200−16.2% | Reduced |
| Assetmark, Inc | 827 | $28.2K | 0.00% | −17−2.0% | Reduced |
| Quarry LP | 811 | $27.7K | 0.01% | −1,832−69.3% | Reduced |
| HM Payson & Co | 743 | $25.3K | 0.00% | −1,202−61.8% | Reduced |
| Aquatic Capital Management LLC | 636 | $21.7K | 0.00% | +636 | New |
| Bayforest Capital Ltd | 605 | $20.6K | 0.03% | +605 | New |
| Huntington National Bank | 557 | $19.0K | 0.00% | +228+69.3% | Added |
| Principal Securities, Inc. | 555 | $18.9K | 0.00% | −210−27.5% | Reduced |
| Transce3nd, LLC | 480 | $16.4K | 0.01% | +480 | New |
| Private Trust Co NA | 474 | $16.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 441 | $15.0K | 0.00% | −134−23.3% | Reduced |
| EverSource Wealth Advisors, LLC | 413 | $14.1K | 0.00% | −171−29.3% | Reduced |
| North Star Investment Management Corp. | 365 | $12.4K | 0.00% | −200−35.4% | Reduced |
| Ronald Blue Trust, Inc. | 348 | $11.9K | 0.00% | −1,699−83.0% | Reduced |
| Clear Street Markets LLC | 328 | $11.2K | 0.00% | +328 | New |
| Bessemer Group Inc | 336 | $11.0K | 0.00% | +138+69.7% | Added |
| Private Wealth Management Group, LLC | 287 | $9.79K | 0.00% | −77−21.2% | Reduced |
| Johnson Financial Group, Inc. | 268 | $9.47K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 268 | $9.00K | 0.00% | −3−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 248 | $8.46K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 245 | $8.36K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 236 | $8.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 210 | $7.65K | 0.00% | −60−22.2% | Reduced |
| C M Bidwell & Associates Ltd | 165 | $5.63K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 154 | $5.25K | 0.00% | +154 | New |
| Prestige Wealth Management Group LLC | 130 | $4.43K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $3.58K | 0.00% | +10+10.5% | Added |
| Danske Bank A/S | 100 | $3.41K | 0.00% | −600−85.7% | Reduced |
| Global Retirement Partners, LLC | 98 | $3.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $2.63K | 0.00% | +77 | New |
| IFP Advisors, Inc | 65 | $2.29K | 0.00% | −1−1.5% | 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 |
| First Horizon Advisors, Inc. | 47 | $1.60K | 0.00% | −22−31.9% | Reduced |
| Hexagon Capital Partners LLC | 39 | $1.33K | 0.00% | +26+200.0% | Added |
| Parkside Financial Bank & Trust | 36 | $1.23K | 0.00% | −7−16.3% | Reduced |
| R Squared Ltd | 30 | $1.02K | 0.00% | +30 | New |
| Hemington Wealth Management | 30 | $1.00K | 0.00% | +13+76.5% | Added |
| JFS Wealth Advisors, LLC | 26 | $887 | 0.00% | +21+420.0% | Added |
| Horizon Investments, LLC | 26 | $887 | 0.00% | +26 | New |
| 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 |
| Larson Financial Group LLC | 21 | $716 | 0.00% | +15+250.0% | Added |
| Bruce G. Allen Investments, LLC | 15 | $512 | 0.00% | −1−6.3% | Reduced |
| WealthTrak Capital Management LLC | 15 | $512 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 12 | $410 | 0.00% | +10+500.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $376 | 0.00% | +11 | New |
| Abound Wealth Management | 8 | $273 | 0.00% | −1−11.1% | Reduced |
| Global Financial Private Client, LLC | 3 | $102 | 0.00% | +3 | New |