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, Q1 2025
Institutional positions in Telephone & Data Systems Inc as of Mar 31, 2025. 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
- 306
- +8 vs. Q4 2024
- Shares held
- 98.6M
- +3.02M (+3.2%) vs. Q4 2024
- Total value
- $3.78B
- +$524.6M (+16.1%) vs. Q4 2024
- New holders
- 44
- 102 more added
- Sold out
- 36
- 120 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Telephone & Data Systems Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $78 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 4 | $155 | 0.00% | +3+300.0% | Added |
| Abound Wealth Management | 6 | $233 | 0.00% | −2−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $504 | 0.00% | −2−13.3% | Reduced |
| Global Financial Private Client, LLC | 15 | $581 | 0.00% | +12+400.0% | Added |
| WealthTrak Capital Management LLC | 15 | $582 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $582 | 0.00% | +4+36.4% | Added |
| SJS Investment Consulting Inc. | 16 | $620 | 0.00% | +4+33.3% | Added |
| CVA Family Office, LLC | 24 | $930 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $930 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $930 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.16K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 33 | $1.28K | 0.00% | −44−57.1% | Reduced |
| Hexagon Capital Partners LLC | 39 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $1.55K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 48 | $1.86K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 51 | $1.98K | 0.00% | +25+96.2% | Added |
| Farmers & Merchants Investments Inc | 66 | $2.56K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $2.60K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 70 | $2.71K | 0.00% | +70 | New |
| Hemington Wealth Management | 92 | $3.00K | 0.00% | +62+206.7% | Added |
| Parkside Financial Bank & Trust | 80 | $3.10K | 0.00% | +44+122.2% | Added |
| Quarry LP | 90 | $3.49K | 0.00% | −721−88.9% | Reduced |
| Country Trust Bank | 90 | $3.49K | 0.00% | +90 | New |
| Massmutual Trust Co FSB | 97 | $3.76K | 0.00% | +31+47.0% | Added |
| Danske Bank A/S | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $5.04K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $5.81K | 0.00% | +45+42.9% | Added |
| Harbor Capital Advisors, Inc. | 144 | $6.00K | 0.00% | −124−46.3% | Reduced |
| SRS Capital Advisors, Inc. | 164 | $6.35K | 0.00% | −84−33.9% | Reduced |
| C M Bidwell & Associates Ltd | 165 | $6.39K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 174 | $6.74K | 0.00% | +174 | New |
| Huntington National Bank | 211 | $8.17K | 0.00% | −346−62.1% | Reduced |
| Allworth Financial LP | 224 | $8.18K | 0.00% | +14+6.7% | Added |
| Private Wealth Management Group, LLC | 229 | $8.87K | 0.00% | −58−20.2% | Reduced |
| TD Waterhouse Canada Inc. | 245 | $9.61K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 249 | $9.61K | 0.00% | +95+61.7% | Added |
| Larson Financial Group LLC | 261 | $10.1K | 0.00% | +240+1,142.9% | Added |
| Johnson Financial Group, Inc. | 268 | $10.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 272 | $10.5K | 0.00% | −93−25.5% | Reduced |
| Umb Bank N A | 345 | $13.4K | 0.00% | +109+46.2% | Added |
| Matrix Trust Co | 366 | $14.0K | 0.00% | +366 | New |
| Ronald Blue Trust, Inc. | 393 | $15.2K | 0.00% | +45+12.9% | Added |
| EverSource Wealth Advisors, LLC | 450 | $17.4K | 0.00% | +37+9.0% | Added |
| Private Trust Co NA | 473 | $18.3K | 0.00% | −1−0.2% | Reduced |
| Principal Securities, Inc. | 555 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 482 | $19.0K | 0.00% | +146+43.5% | Added |
| Federated Hermes, Inc. | 523 | $20.3K | 0.00% | −1,121−68.2% | Reduced |
| Iron Horse Wealth Management, LLC | 591 | $22.9K | 0.01% | −445−43.0% | Reduced |
| Assetmark, Inc | 847 | $32.8K | 0.00% | +20+2.4% | Added |
| Independence Bank of Kentucky | 1,200 | $46.5K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,342 | $52.0K | 0.02% | +737+121.8% | Added |
| SBI Securities Co., Ltd. | 1,485 | $57.5K | 0.00% | −695−31.9% | Reduced |
| Hoey Investments, Inc | 1,668 | $64.6K | 0.01% | −125−7.0% | Reduced |
| Fifth Third Bancorp | 1,672 | $64.8K | 0.00% | +126+8.2% | Added |
| Sterling Capital Management LLC | 1,702 | $65.9K | 0.00% | −9,536−84.9% | Reduced |
| Colonial Trust Co | 1,764 | $68.3K | 0.01% | +1,764 | New |
| Nomura Asset Management Co Ltd | 1,830 | $70.9K | 0.00% | −2,270−55.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,168 | $84.0K | 0.00% | +1,727+391.6% | Added |
| Farther Finance Advisors, LLC | 2,177 | $85.3K | 0.00% | −530−19.6% | Reduced |
| Lindbrook Capital, LLC | 2,334 | $90.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,395 | $92.8K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,488 | $96.4K | 0.00% | −1,809−42.1% | Reduced |
| Signaturefd, LLC | 2,554 | $98.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,602 | $100.8K | 0.00% | −7,371−73.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,043 | $117.9K | 0.00% | −18−0.6% | Reduced |
| Parallel Advisors, LLC | 3,170 | $122.7K | 0.00% | +6+0.2% | Added |
| Quest Partners LLC | 3,216 | $124.6K | 0.01% | −3,097−49.1% | Reduced |
| Smartleaf Asset Management LLC | 3,542 | $136.4K | 0.01% | −207−5.5% | Reduced |
| Meeder Asset Management Inc | 3,770 | $146.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,951 | $153.1K | 0.01% | +59+1.5% | Added |
| Clearstead Advisors, LLC | 4,100 | $158.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,226 | $163.7K | 0.00% | +4,226 | New |
| BFSG, LLC | 4,755 | $184.2K | 0.02% | −4,689−49.7% | Reduced |
| State of Wyoming | 4,792 | $185.6K | 0.02% | −1,461−23.4% | Reduced |
| KBC Group NV | 4,987 | $193.0K | 0.00% | +134+2.8% | Added |
| Simplex Trading, LLC | 5,011 | $194.0K | 0.01% | −23,941−82.7% | Reduced |
| CWM, LLC | 5,144 | $199.0K | 0.00% | −67−1.3% | Reduced |
| Forum Financial Management, LP | 5,169 | $200.2K | 0.00% | +5,169 | New |
| Greenleaf Trust | 5,220 | $202.2K | 0.00% | +5,220 | New |
| Highland Capital Management, LLC | 5,284 | $204.7K | 0.01% | +5,284 | New |
| Nisa Investment Advisors, LLC | 5,307 | $205.6K | 0.00% | +9+0.2% | Added |
| HighTower Advisors, LLC | 5,517 | $213.7K | 0.00% | +5,517 | New |
| Oppenheimer & Co Inc | 5,556 | $215.2K | 0.00% | +5,556 | New |
| HB Wealth Management, LLC | 5,579 | $216.1K | 0.00% | +5,579 | New |
| Graham Capital Management, L.P. | 5,665 | $219.5K | 0.01% | −9,915−63.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,681 | $220.1K | 0.00% | −10,541−65.0% | Reduced |
| United Capital Financial Advisers, LLC | 5,880 | $227.8K | 0.00% | −10−0.2% | Reduced |
| Captrust Financial Advisors | 5,883 | $227.9K | 0.00% | −218−3.6% | Reduced |
| Russell Investments Group, Ltd. | 5,901 | $228.6K | 0.00% | −2,990−33.6% | Reduced |
| Inspire Advisors, LLC | 5,973 | $231.4K | 0.03% | −70,583−92.2% | Reduced |
| Innealta Capital, LLC | 6,121 | $237.1K | 0.13% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,243 | $241.9K | 0.02% | +501+8.7% | Added |
| SG Americas Securities, LLC | 6,253 | $242.0K | 0.00% | +6,253 | New |
| Bartlett & Co. Wealth Management LLC | 6,354 | $246.2K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 6,443 | $248.2K | 0.01% | +6,443 | New |
| Sequoia Financial Advisors, LLC | 6,544 | $253.5K | 0.00% | +485+8.0% | Added |
| Fox Run Management, L.L.C. | 6,586 | $255.1K | 0.04% | +6,586 | New |