Shenandoah Telecommunications Co (SHEN) Ownership

13.51 ↓0.23 (-1.67%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Shenandoah Telecommunications Co (SHEN), owning a total of 7.5 million shares. Combined, the top 29 institutional holders of SHEN own 63.29% of the company with a total of 34.5 million shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders decreased their combined ownership of SHEN by 273 thousand shares. 4 institutions bought 167,233 total additional shares and increased their ownership by an average of 57.16%. However 7 institutions sold 440,104 total shares and decreased their ownership by an average of 8.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Shenandoah Telecommunications Co decreased by a net total of -272,871 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.003%	-2.332%	5,461,714	-130,424	2024-09-30
GCM Grosvenor Holdings, LLC	7.510%	0.000%	4,100,375	0	2024-09-30
Dimensional Fund Advisors, Inc.	4.756%	0.792%	2,596,697	20,407	2024-09-30
ECP ControlCo, LLC	4.491%	0.000%	2,452,384	0	2024-09-30
Geode Capital Management, LLC	2.059%	-3.482%	1,124,123	-40,558	2024-09-30
Broad Run Investment Management, LLC	1.724%	-0.903%	941,221	-8,580	2024-09-30
Davenport & Company LLC	1.598%	-7.362%	872,371	-69,326	2024-09-30
Charles Schwab Investment Management Inc	1.087%	-13.479%	593,581	-92,475	2024-09-30
Northern Trust Corp	0.947%	1.409%	517,077	7,184	2024-09-30
American Century Companies Inc	0.705%	3.130%	384,985	11,684	2024-09-30
Renaissance Technologies Corp	0.465%	-21.021%	254,005	-67,607	2024-09-30
Principal Financial Group Inc	0.396%	-12.585%	216,265	-31,134	2024-09-30
Citadel Advisors Llc	0.339%	223.316%	185,257	127,958	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.710%	-2.022%	7,486,005	-154,457	2024-06-30
Vanguard Group Inc	10.003%	-2.332%	5,461,714	-130,424	2024-09-30
GCM Grosvenor Holdings, LLC	7.510%	0.000%	4,100,375	0	2024-09-30
Dimensional Fund Advisors, Inc.	4.756%	0.792%	2,596,697	20,407	2024-09-30
ECP ControlCo, LLC	4.491%	0.000%	2,452,384	0	2024-09-30
State Street Corporation	3.477%	2.861%	1,897,715	52,788	2024-03-31
State Street Corp	3.352%	-3.563%	1,830,107	-67,608	2024-06-30
Geode Capital Management, LLC	2.059%	-3.482%	1,124,123	-40,558	2024-09-30
Broad Run Investment Management, LLC	1.724%	-0.903%	941,221	-8,580	2024-09-30
Davenport & Company LLC	1.598%	-7.362%	872,371	-69,326	2024-09-30
Morgan Stanley - Brokerage Accounts	1.584%	12.726%	865,020	97,656	2024-06-30
HPM Partners LLC	1.156%	-0.088%	631,405	-558	2024-06-30
Charles Schwab Investment Management Inc	1.087%	-13.479%	593,581	-92,475	2024-09-30
Northern Trust Corp	0.947%	1.409%	517,077	7,184	2024-09-30
Bank of New York Mellon Corp	0.855%	3.042%	466,677	13,776	2024-06-30
American Century Companies Inc	0.705%	3.130%	384,985	11,684	2024-09-30
Renaissance Technologies Corp	0.465%	-21.021%	254,005	-67,607	2024-09-30
NORGES BANK	0.402%	-30.119%	219,708	-94,695	2024-06-30
JPMorgan Chase & Co	0.401%	-29.196%	218,735	-90,196	2024-06-30
Principal Financial Group Inc	0.396%	-12.585%	216,265	-31,134	2024-09-30
Citadel Advisors Llc	0.339%	223.316%	185,257	127,958	2024-09-30
Nuveen Asset Management, LLC	0.333%	38.137%	181,658	50,152	2024-06-30
Goldman Sachs Group Inc	0.313%	67.130%	170,768	68,591	2024-06-30
Ameriprise Financial Inc	0.316%	-9.357%	158,928	-16,406	2023-09-30
Rhumbline Advisers	0.276%	-0.731%	150,439	-1,108	2024-06-30
Amvescap Plc.	0.265%	-16.308%	144,542	-28,165	2024-03-31
Gabelli Funds LLC	0.287%	0.000%	144,000	0	2022-12-31
Legal & General Group PLC	0.260%	-0.519%	141,755	-740	2024-03-31
Gamco Investors, Inc. Et Al	0.225%	0.267%	112,536	300	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Shenandoah Telecommunications Co (SHEN), owning a total of 2.9 million shares. Combined, the top 33 mutual fund holders of SHEN own 38.78% of the company with a total of 20.7 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of SHEN by 5 thousand shares. 5 funds bought 11,554 total additional shares and increased their ownership by an average of 0.25%. However 3 funds sold 16,248 total shares and decreased their ownership by an average of 1.35%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Shenandoah Telecommunications Co decreased by a net total of -4,694 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.374%	0.105%	2,934,308	3,084	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.932%	0.153%	1,600,998	2,441	2024-10-31
Vanguard Small Cap Index	2.385%	0.196%	1,302,209	2,550	2024-10-31
iShares Russell 2000 ETF	2.281%	-0.224%	1,245,466	-2,800	2024-10-31
Vanguard Small Cap Growth Index Inv	1.311%	0.056%	715,949	399	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.311%	-0.383%	715,546	-2,748	2024-10-31
iShares Russell 2000 Value ETF	0.852%	0.000%	465,137	0	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.817%	0.000%	446,265	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.744%	0.764%	406,229	3,080	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.595%	0.000%	324,802	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.549%	-3.446%	299,821	-10,700	2024-10-31
Avantis US Small Cap Value ETF	0.500%	0.000%	273,224	0	2024-10-31
SPDR® S&P 600 Small Cap Growth ETF	0.452%	0.000%	246,550	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.374%	0.105%	2,934,308	3,084	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.932%	0.153%	1,600,998	2,441	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.089%	11.267%	1,552,599	157,215	2023-03-31
Vanguard Small Cap Index	2.385%	0.196%	1,302,209	2,550	2024-10-31
iShares Russell 2000 ETF	2.281%	-0.224%	1,245,466	-2,800	2024-10-31
Davenport Small Cap Focus	1.570%	0.000%	857,458	0	2024-09-30
Hennessy Focus Investor	1.459%	0.000%	796,737	0	2024-09-30
Vanguard Small Cap Growth Index Inv	1.311%	0.056%	715,949	399	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.311%	-0.383%	715,546	-2,748	2024-10-31
Vanguard Extended Market Index Investor	1.412%	-0.016%	709,533	-115	2023-08-31
iShares S&P Small-Cap 600 Value ETF	1.199%	0.000%	602,846	0	2023-11-30
Fidelity Small Cap Index	0.907%	-2.731%	494,964	-13,895	2024-08-31
Fidelity® Small Cap Index	0.930%	2.857%	467,372	12,982	2023-10-31
iShares Russell 2000 Value ETF	0.852%	0.000%	465,137	0	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.820%	-0.142%	447,300	-637	2024-05-30
iShares S&P Small-Cap 600 Growth ETF	0.817%	0.000%	446,265	0	2024-10-31
Vanguard Small Cap Value Index Inv	0.849%	-0.328%	426,954	-1,406	2023-08-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.744%	0.764%	406,229	3,080	2024-10-31
DFA US Small Cap Value I	0.713%	14.085%	389,060	48,034	2024-09-30
DFA US Micro Cap I	0.697%	0.000%	380,425	0	2024-09-30
DFA US Small Cap I	0.653%	-1.100%	356,698	-3,967	2024-09-30
SPDR® S&P 600 Small Cap Value ETF	0.672%	-0.419%	337,528	-1,420	2023-11-30
Avantis® U.S. Small Cap Value ETF	0.667%	0.000%	335,467	0	2023-07-29
Vanguard Tax-Managed Small Cap Adm	0.595%	0.000%	324,802	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.549%	-3.446%	299,821	-10,700	2024-10-31
Schwab Fundamental US Small Company ETF	0.513%	0.000%	279,679	0	2024-05-31
Schwab Fundamental U.S. Small CompanyETF	0.513%	0.000%	279,679	0	2024-05-31
Avantis US Small Cap Value ETF	0.500%	0.000%	273,224	0	2024-10-31
Fidelity® Extended Market Index	0.538%	1.060%	270,607	2,837	2023-11-30
Fidelity Extended Market Index	0.487%	-12.187%	265,729	-36,877	2024-09-30
Broad Run Focus Equity Composite	0.511%	-16.759%	256,775	-51,696	2023-03-31
SPDR® S&P 600 Small Cap Growth ETF	0.452%	0.000%	246,550	0	2024-10-31
Principal SmallCap S&P 600 Idx SP	0.483%	1.818%	242,767	4,334	2023-02-28