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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 7,400 | $286.7K | 0.01% | −3,550−32.4% | Reduced |
| Crossmark Global Holdings, Inc. | 7,176 | $278.0K | 0.00% | −40−0.6% | Reduced |
| Pallas Capital Advisors LLC | 6,976 | $270.3K | 0.01% | +22+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,908 | $267.6K | 0.00% | +892+14.8% | Added |
| Schonfeld Strategic Advisors LLC | 6,860 | $265.8K | 0.00% | +6,860 | New |
| Wealth Enhancement Advisory Services, LLC | 6,647 | $257.5K | 0.00% | −305−4.4% | Reduced |
| Fox Run Management, L.L.C. | 6,586 | $255.1K | 0.04% | +6,586 | New |
| Sequoia Financial Advisors, LLC | 6,544 | $253.5K | 0.00% | +485+8.0% | Added |
| United Services Automobile Association | 6,443 | $248.2K | 0.01% | +6,443 | New |
| Bartlett & Co. Wealth Management LLC | 6,354 | $246.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,253 | $242.0K | 0.00% | +6,253 | New |
| GAMMA Investing LLC | 6,243 | $241.9K | 0.02% | +501+8.7% | Added |
| Innealta Capital, LLC | 6,121 | $237.1K | 0.13% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,973 | $231.4K | 0.03% | −70,583−92.2% | Reduced |
| Russell Investments Group, Ltd. | 5,901 | $228.6K | 0.00% | −2,990−33.6% | Reduced |
| Captrust Financial Advisors | 5,883 | $227.9K | 0.00% | −218−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 5,880 | $227.8K | 0.00% | −10−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,681 | $220.1K | 0.00% | −10,541−65.0% | Reduced |
| Graham Capital Management, L.P. | 5,665 | $219.5K | 0.01% | −9,915−63.6% | Reduced |
| HB Wealth Management, LLC | 5,579 | $216.1K | 0.00% | +5,579 | New |
| Oppenheimer & Co Inc | 5,556 | $215.2K | 0.00% | +5,556 | New |
| HighTower Advisors, LLC | 5,517 | $213.7K | 0.00% | +5,517 | New |
| Nisa Investment Advisors, LLC | 5,307 | $205.6K | 0.00% | +9+0.2% | Added |
| Highland Capital Management, LLC | 5,284 | $204.7K | 0.01% | +5,284 | New |
| Greenleaf Trust | 5,220 | $202.2K | 0.00% | +5,220 | New |
| Forum Financial Management, LP | 5,169 | $200.2K | 0.00% | +5,169 | New |
| CWM, LLC | 5,144 | $199.0K | 0.00% | −67−1.3% | Reduced |
| Simplex Trading, LLC | 5,011 | $194.0K | 0.01% | −23,941−82.7% | Reduced |
| KBC Group NV | 4,987 | $193.0K | 0.00% | +134+2.8% | Added |
| State of Wyoming | 4,792 | $185.6K | 0.02% | −1,461−23.4% | Reduced |
| BFSG, LLC | 4,755 | $184.2K | 0.02% | −4,689−49.7% | Reduced |
| Coldstream Capital Management Inc | 4,226 | $163.7K | 0.00% | +4,226 | New |
| Clearstead Advisors, LLC | 4,100 | $158.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,951 | $153.1K | 0.01% | +59+1.5% | Added |
| Meeder Asset Management Inc | 3,770 | $146.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,542 | $136.4K | 0.01% | −207−5.5% | Reduced |
| Quest Partners LLC | 3,216 | $124.6K | 0.01% | −3,097−49.1% | Reduced |
| Parallel Advisors, LLC | 3,170 | $122.7K | 0.00% | +6+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,043 | $117.9K | 0.00% | −18−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,602 | $100.8K | 0.00% | −7,371−73.9% | Reduced |
| Signaturefd, LLC | 2,554 | $98.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,488 | $96.4K | 0.00% | −1,809−42.1% | Reduced |
| Versant Capital Management, Inc | 2,395 | $92.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,334 | $90.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,177 | $85.3K | 0.00% | −530−19.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,168 | $84.0K | 0.00% | +1,727+391.6% | Added |
| Nomura Asset Management Co Ltd | 1,830 | $70.9K | 0.00% | −2,270−55.4% | Reduced |
| Colonial Trust Co | 1,764 | $68.3K | 0.01% | +1,764 | New |
| Sterling Capital Management LLC | 1,702 | $65.9K | 0.00% | −9,536−84.9% | Reduced |
| Fifth Third Bancorp | 1,672 | $64.8K | 0.00% | +126+8.2% | Added |
| Hoey Investments, Inc | 1,668 | $64.6K | 0.01% | −125−7.0% | Reduced |
| SBI Securities Co., Ltd. | 1,485 | $57.5K | 0.00% | −695−31.9% | Reduced |
| Bayforest Capital Ltd | 1,342 | $52.0K | 0.02% | +737+121.8% | Added |
| Independence Bank of Kentucky | 1,200 | $46.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 847 | $32.8K | 0.00% | +20+2.4% | Added |
| Iron Horse Wealth Management, LLC | 591 | $22.9K | 0.01% | −445−43.0% | Reduced |
| Federated Hermes, Inc. | 523 | $20.3K | 0.00% | −1,121−68.2% | Reduced |
| Bessemer Group Inc | 482 | $19.0K | 0.00% | +146+43.5% | Added |
| Principal Securities, Inc. | 555 | $18.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 473 | $18.3K | 0.00% | −1−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 450 | $17.4K | 0.00% | +37+9.0% | Added |
| Ronald Blue Trust, Inc. | 393 | $15.2K | 0.00% | +45+12.9% | Added |
| Matrix Trust Co | 366 | $14.0K | 0.00% | +366 | New |
| Umb Bank N A | 345 | $13.4K | 0.00% | +109+46.2% | Added |
| North Star Investment Management Corp. | 272 | $10.5K | 0.00% | −93−25.5% | Reduced |
| Johnson Financial Group, Inc. | 268 | $10.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 261 | $10.1K | 0.00% | +240+1,142.9% | Added |
| Skopos Labs, Inc. | 249 | $9.61K | 0.00% | +95+61.7% | Added |
| TD Waterhouse Canada Inc. | 245 | $9.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 229 | $8.87K | 0.00% | −58−20.2% | Reduced |
| Allworth Financial LP | 224 | $8.18K | 0.00% | +14+6.7% | Added |
| Huntington National Bank | 211 | $8.17K | 0.00% | −346−62.1% | Reduced |
| South State Corp. | 174 | $6.74K | 0.00% | +174 | New |
| C M Bidwell & Associates Ltd | 165 | $6.39K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 164 | $6.35K | 0.00% | −84−33.9% | Reduced |
| Harbor Capital Advisors, Inc. | 144 | $6.00K | 0.00% | −124−46.3% | Reduced |
| Rothschild Investment LLC | 150 | $5.81K | 0.00% | +45+42.9% | Added |
| Prestige Wealth Management Group LLC | 130 | $5.04K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 97 | $3.76K | 0.00% | +31+47.0% | Added |
| Quarry LP | 90 | $3.49K | 0.00% | −721−88.9% | Reduced |
| Country Trust Bank | 90 | $3.49K | 0.00% | +90 | New |
| Parkside Financial Bank & Trust | 80 | $3.10K | 0.00% | +44+122.2% | Added |
| Hemington Wealth Management | 92 | $3.00K | 0.00% | +62+206.7% | Added |
| Optiver Holding B.V. | 70 | $2.71K | 0.00% | +70 | New |
| IFP Advisors, Inc | 65 | $2.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 66 | $2.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $1.98K | 0.00% | +25+96.2% | Added |
| Geneos Wealth Management Inc. | 48 | $1.86K | 0.00% | +48 | New |
| Bare Financial Services, Inc | 40 | $1.55K | 0.00% | +40 | New |
| Hexagon Capital Partners LLC | 39 | $1.51K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 33 | $1.28K | 0.00% | −44−57.1% | Reduced |
| Stephens Consulting, LLC | 30 | $1.16K | 0.00% | +30 | New |
| 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 |
| SJS Investment Consulting Inc. | 16 | $620 | 0.00% | +4+33.3% | Added |
| WealthTrak Capital Management LLC | 15 | $582 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $582 | 0.00% | +4+36.4% | Added |
| Global Financial Private Client, LLC | 15 | $581 | 0.00% | +12+400.0% | Added |