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Tandy Leather Factory Inc

TLF
Exchange
Nasdaq
Industry
Leather & Leather Products
SEC CIK
0000909724

No open-market purchases or sales by Tandy Leather Factory Inc insiders were filed in the last 90 days; 24 institutions reported holding it in 13F filings for Q2 2026, worth $11.2M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Tandy Leather Factory Inc as of Dec 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
25
+1 vs. Q3 2025
Shares held
5.03M
+269.0K (+5.7%) vs. Q3 2025
Total value
$13.8M
−$501.6K (−3.5%) vs. Q3 2025
New holders
4
4 more added
Sold out
3
5 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TLF 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.

Institutional holdersQ4 2025: 25 institutions
Q1 2021: 3 institutionsQ2 2021: 3 institutionsQ3 2021: 3 institutionsQ4 2021: 3 institutionsQ1 2022: 2 institutionsQ2 2022: 2 institutionsQ3 2022: 10 institutionsQ4 2022: 15 institutionsQ1 2023: 13 institutionsQ2 2023: 12 institutionsQ3 2023: 14 institutionsQ4 2023: 16 institutionsQ1 2024: 16 institutionsQ2 2024: 17 institutionsQ3 2024: 15 institutionsQ4 2024: 19 institutionsQ1 2025: 23 institutionsQ2 2025: 26 institutionsQ3 2025: 24 institutionsQ4 2025: 25 institutionsQ1 2026: 23 institutionsQ2 2026: 24 institutions
Value heldQ4 2025: $13.8M
Q1 2021: $415.0KQ2 2021: $515.0KQ3 2021: $521.0KQ4 2021: $483.0KQ1 2022: $84.0KQ2 2022: $83.0KQ3 2022: $16.8MQ4 2022: $20.1MQ1 2023: $22.1MQ2 2023: $20.0MQ3 2023: $19.9MQ4 2023: $20.2MQ1 2024: $22.1MQ2 2024: $21.4MQ3 2024: $20.0MQ4 2024: $23.4MQ1 2025: $14.4MQ2 2025: $14.9MQ3 2025: $14.3MQ4 2025: $13.8MQ1 2026: $11.0MQ2 2026: $11.2M
Institutions holding TLF and their total value by quarter
QuarterHoldersValue
Q2 202624$11.2M
Q1 202623$11.0M
Q4 202525$13.8M
Q3 202524$14.3M
Q2 202526$14.9M
Q1 202523$14.4M
Q4 202419$23.4M
Q3 202415$20.0M
Q2 202417$21.4M
Q1 202416$22.1M
Q4 202316$20.2M
Q3 202314$19.9M
Q2 202312$20.0M
Q1 202313$22.1M
Q4 202215$20.1M
Q3 202210$16.8M
Q2 20222$83.0K
Q1 20222$84.0K
Q4 20213$483.0K
Q3 20213$521.0K
Q2 20213$515.0K
Q1 20213$415.0K

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Tandy Leather Factory Inc; share changes are against Q3 2025.

Institutions holding TLF in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bandera Partners LLC2,857,936$7.83M3.52%00.0%Unchanged
JCP Investment Management, LLC876,059$2.40M1.90%00.0%Unchanged
First Foundation Advisors449,493$1.23M0.05%00.0%Unchanged
Brooklands Fund Management Ltd205,717$586.3K0.31%+205,717New
Value Investment Professionals, LLC183,939$504.0K0.53%+183,939New
Vanguard Group Inc143,082$392.0K0.00%+3,981+2.9%Added
Money Concepts Capital Corp80,599$220.8K0.01%−1,435−1.7%Reduced
Values First Advisors, Inc.42,559$116.6K0.06%−10,348−19.6%Reduced
George Kaiser Family Foundation41,143$112.7K0.02%00.0%Unchanged
Citadel Advisors LLC38,331$105.0K0.00%+21,185+123.6%Added
Geode Capital Management, LLC29,372$80.5K0.00%−4,802−14.1%Reduced
Renaissance Technologies LLC21,500$58.9K0.00%+745+3.6%Added
Dimensional Fund Advisors LP19,091$52.3K0.00%−9,214−32.6%Reduced
James Investment Research Inc12,573$34.5K0.00%00.0%Unchanged
GWM Advisors LLC12,573$34.5K0.00%00.0%Unchanged
State Street Corp12,057$33.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,620$4.44K0.00%+91+6.0%Added
Advisor Group Holdings, Inc.728$2.00K0.00%00.0%Unchanged
UBS Group AG108$2960.00%−15,231−99.3%Reduced
Bank of America Corp37$1010.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC15$410.00%+15New
Morgan Stanley7$210.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2$50.00%00.0%Unchanged
Wells Fargo & Company1$20.00%00.0%Unchanged
Royal Bank of Canada7$00.00%+7New
Womack Financial LLC0$00.00%−95,639−100.0%Sold out
Raymond James Financial Inc0$00.00%−10,000−100.0%Sold out
Barclays PLC0$00.00%−8−100.0%Sold out