Telefonica S A
TELFY- Exchange
- OTC
- Industry
- Telephone Communications (No Radiotelephone)
- SEC CIK
- 0000814052
No open-market purchases or sales by Telefonica S A insiders were filed in the last 90 days; 16 institutions reported holding it in 13F filings for Q2 2026, worth $1.63M in total; no superinvestor holds it.
Other share classesTEFOF
13F holders, Q3 2023
Institutional positions in Telefonica S A as of Sep 30, 2023. 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
- 201
- 0 vs. Q2 2023
- Shares held
- 71.6M
- +3.71M (+5.5%) vs. Q2 2023
- Total value
- $291.6M
- +$16.8M (+6.1%) vs. Q2 2023
- New holders
- 29
- 69 more added
- Sold out
- 29
- 59 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TELFY 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 | 16 | $1.63M |
| Q1 2026 | 48 | $14.9M |
| Q4 2025 | 246 | $235.9M |
| Q3 2025 | 251 | $340.0M |
| Q2 2025 | 249 | $342.2M |
| Q1 2025 | 243 | $331.3M |
| Q4 2024 | 243 | $286.9M |
| Q3 2024 | 245 | $344.4M |
| Q2 2024 | 244 | $300.5M |
| Q1 2024 | 230 | $301.8M |
| Q4 2023 | 230 | $257.0M |
| Q3 2023 | 201 | $291.6M |
| Q2 2023 | 202 | $274.8M |
| Q1 2023 | 198 | $305.0M |
| Q4 2022 | 209 | $251.9M |
| Q3 2022 | 199 | $223.8M |
| Q2 2022 | 214 | $369.8M |
| Q1 2022 | 205 | $327.5M |
| Q4 2021 | 224 | $319.7M |
| Q3 2021 | 216 | $282.4M |
| Q2 2021 | 197 | $267.3M |
| Q1 2021 | 186 | $253.0M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Telefonica S A; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 77 | $0 | 0.00% | −488−86.4% | Reduced |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $9 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $12 | 0.00% | +3 | New |
| Activest Wealth Management | 45 | $183 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 67 | $273 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $306 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 78 | $318 | 0.00% | +78 | New |
| Motco | 83 | $338 | 0.00% | +83 | New |
| Cassady Schiller Wealth Management, LLC | 121 | $492 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 124 | $505 | 0.00% | −13−9.5% | Reduced |
| Spire Wealth Management | 147 | $598 | 0.00% | +147 | New |
| GW&K Investment Management, LLC | 334 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 313 | $1.27K | 0.00% | −2,330−88.2% | Reduced |
| Perkins Coie Trust Co | 363 | $1.47K | 0.00% | +363 | New |
| EverSource Wealth Advisors, LLC | 414 | $1.69K | 0.00% | −24−5.5% | Reduced |
| First Horizon Advisors, Inc. | 468 | $1.91K | 0.00% | +4+0.9% | Added |
| SRS Capital Advisors, Inc. | 472 | $1.92K | 0.00% | +8+1.7% | Added |
| Impact Partnership Wealth, LLC | 616 | $2.51K | 0.00% | +616 | New |
| Nemes Rush Group LLC | 641 | $2.61K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 654 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 872 | $3.55K | 0.00% | +84+10.7% | Added |
| Cape Investment Advisory, Inc. | 877 | $3.57K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,000 | $3.57K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 899 | $3.66K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 964 | $3.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $4.07K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,028 | $4.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,040 | $4.23K | 0.00% | +325+45.5% | Added |
| Bokf, NA | 1,345 | $5.15K | 0.00% | +1,345 | New |
| Glassman Wealth Services | 1,364 | $5.55K | 0.00% | +222+19.4% | Added |
| Russell Investments Group, Ltd. | 1,381 | $5.62K | 0.00% | −217,924−99.4% | Reduced |
| GWM Advisors LLC | 1,548 | $6.30K | 0.00% | −1,460−48.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,605 | $6.53K | 0.00% | −5,919−78.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,649 | $6.71K | 0.00% | −687−29.4% | Reduced |
| Zions Bancorporation, N.A. | 1,904 | $7.75K | 0.00% | −192−9.2% | Reduced |
| Harbour Investments, Inc. | 1,910 | $7.77K | 0.00% | −466−19.6% | Reduced |
| Concord Wealth Partners | 1,967 | $8.01K | 0.00% | +1,867+1,867.0% | Added |
| JFS Wealth Advisors, LLC | 1,977 | $8.05K | 0.00% | −443−18.3% | Reduced |
| Clearstead Advisors, LLC | 2,200 | $8.95K | 0.00% | +2,200 | New |
| Bell Investment Advisors, Inc | 2,216 | $9.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,246 | $9.12K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2,278 | $9.27K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,355 | $9.59K | 0.00% | +1,370+139.1% | Added |
| CWM, LLC | 2,454 | $10.0K | 0.00% | +812+49.5% | Added |
| Group One Trading, L.P. | 2,600 | $10.6K | 0.00% | +200+8.3% | Added |
| Atlas Capital Advisors LLC | 2,607 | $10.6K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,731 | $11.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,781 | $11.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,858 | $11.6K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,047 | $12.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4,084 | $16.6K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 6,169 | $25.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,805 | $27.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8,300 | $33.0K | 0.00% | −1,002−10.8% | Reduced |
| Sound Income Strategies, LLC | 10,000 | $40.7K | 0.00% | +10,000 | New |
| Thompson Siegel & Walmsley LLC | 10,393 | $42.0K | 0.00% | 00.0% | Unchanged |
| Perpetual Ltd | 10,393 | $42.3K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 10,488 | $42.7K | 0.00% | −2,925−21.8% | Reduced |
| Ritholtz Wealth Management | 10,566 | $43.0K | 0.00% | +10,566 | New |
| Credit Suisse AG | 10,603 | $43.2K | 0.00% | +10,603 | New |
| Invesco Ltd. | 10,647 | $43.3K | 0.00% | +10,647 | New |
| Old Mission Capital LLC | 10,663 | $43.4K | 0.00% | −414,736−97.5% | Reduced |
| Dorchester Wealth Management Co | 10,954 | $44.6K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,069 | $45.1K | 0.00% | +11,069 | New |
| Moors & Cabot, Inc. | 11,362 | $46.2K | 0.00% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 11,364 | $46.3K | 0.04% | +11,364 | New |
| Williams Jones Wealth Management, LLC. | 11,377 | $46.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,592 | $47.0K | 0.00% | −1,574−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 11,647 | $47.0K | 0.00% | +1,578+15.7% | Added |
| Stratos Wealth Advisors, LLC | 11,674 | $47.5K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,870 | $48.3K | 0.00% | +11,870 | New |
| Pathstone Family Office, LLC | 12,325 | $50.2K | 0.00% | +12,325 | New |
| Arete Wealth Advisors, LLC | 12,540 | $51.0K | 0.01% | −635−4.8% | Reduced |
| PDS Planning, Inc | 12,542 | $51.0K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 12,666 | $52.0K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 12,808 | $52.1K | 0.01% | +12,808 | New |
| Forum Financial Management, LP | 14,356 | $58.4K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,610 | $59.0K | 0.00% | +14,610 | New |
| Valeo Financial Advisors, LLC | 14,757 | $60.1K | 0.00% | +2,461+20.0% | Added |
| Intelligence Driven Advisers, LLC | 15,750 | $61.6K | 0.01% | +4,715+42.7% | Added |
| State Street Corp | 15,863 | $64.6K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 15,957 | $64.9K | 0.01% | +15,957 | New |
| JPMorgan Chase & Co | 16,445 | $66.9K | 0.00% | +3,630+28.3% | Added |
| Perigon Wealth Management, LLC | 17,472 | $71.1K | 0.00% | +17,472 | New |
| Hudson Portfolio Management LLC | 17,841 | $72.6K | 0.08% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 17,990 | $73.2K | 0.02% | 00.0% | Unchanged |
| Moreno Evelyn V | 18,004 | $73.3K | 0.02% | −7,366−29.0% | Reduced |
| Optas, LLC | 18,041 | $73.4K | 0.02% | +18,041 | New |
| Citigroup Inc | 18,098 | $73.7K | 0.00% | −260−1.4% | Reduced |
| Sage Rhino Capital LLC | 18,240 | $74.2K | 0.02% | +668+3.8% | Added |
| Five Oceans Advisors | 18,823 | $76.6K | 0.05% | +60.0% | Added |
| WSFS Capital Management, LLC | 19,209 | $78.2K | 0.01% | +19,209 | New |
| Sequoia Financial Advisors, LLC | 19,651 | $80.0K | 0.00% | −696−3.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 20,093 | $81.8K | 0.01% | −3,510−14.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,503 | $83.4K | 0.00% | −2,650−11.4% | Reduced |
| M&T Bank Corp | 20,652 | $83.6K | 0.00% | +2,328+12.7% | Added |
| Truist Financial Corp | 22,015 | $89.6K | 0.00% | −1,728−7.3% | Reduced |
| Private Advisor Group, LLC | 22,597 | $92.0K | 0.00% | +599+2.7% | Added |