Telephone and Data Systems Inc (TDS) Ownership

34.36 ↑0.55 (1.63%)

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

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Telephone and Data Systems Inc (TDS), owning a total of 16.8 million shares. Combined, the top 36 institutional holders of TDS own 79.40% of the company with a total of 90.1 million shares.

In the latest ownership report on September 30th 2024, the top 36 institutional holders increased their combined ownership of TDS by 2.4 million shares. 9 institutions bought 2,973,189 total additional shares and increased their ownership by an average of 6.48%. However 4 institutions sold 608,734 total shares and decreased their ownership by an average of 7.54%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Telephone and Data Systems increased by a net total of 2,364,455 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	10.839%	2.602%	12,306,870	312,041	2024-09-30
Dimensional Fund Advisors, Inc.	5.540%	4.506%	6,289,726	271,185	2024-09-30
American Century Companies Inc	2.665%	13.919%	3,025,671	369,691	2024-09-30
Third Point, LLC	2.532%	26.872%	2,875,000	608,940	2024-09-30
Geode Capital Management, LLC	2.018%	1.934%	2,291,071	43,470	2024-09-30
Gamco Investors, Inc. Et Al	1.711%	-2.562%	1,942,582	-51,073	2024-09-30
Gabelli Funds LLC	1.655%	0.629%	1,879,046	11,746	2024-09-30
Private Management Group Inc	1.564%	-21.306%	1,775,419	-480,697	2024-09-30
Charles Schwab Investment Management Inc	1.289%	7.578%	1,463,863	103,114	2024-09-30
Silver Point Capital LP	1.101%	0.000%	1,250,000	1,250,000	2024-09-30
Bridgeway Capital Management, LLC	1.042%	-5.297%	1,183,465	-66,190	2024-09-30
FMR Inc	1.015%	0.261%	1,152,579	3,002	2024-09-30
Northern Trust Corp	0.936%	-1.003%	1,063,070	-10,774	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.813%	-5.416%	16,818,202	-963,098	2024-06-30
Vanguard Group Inc	10.839%	2.602%	12,306,870	312,041	2024-09-30
Dimensional Fund Advisors, Inc.	5.540%	4.506%	6,289,726	271,185	2024-09-30
State Street Corporation	3.562%	1.138%	4,055,898	45,639	2024-03-31
State Street Corp	3.500%	-2.028%	3,973,638	-82,260	2024-06-30
Morgan Stanley - Brokerage Accounts	2.986%	-4.864%	3,390,576	-173,338	2024-06-30
American Century Companies Inc	2.665%	13.919%	3,025,671	369,691	2024-09-30
Third Point, LLC	2.532%	26.872%	2,875,000	608,940	2024-09-30
Geode Capital Management, LLC	2.018%	1.934%	2,291,071	43,470	2024-09-30
Millennium Management LLC	1.718%	17.835%	1,950,298	295,189	2024-06-30
Gamco Investors, Inc. Et Al	1.711%	-2.562%	1,942,582	-51,073	2024-09-30
Gabelli Funds LLC	1.655%	0.629%	1,879,046	11,746	2024-09-30
Private Management Group Inc	1.564%	-21.306%	1,775,419	-480,697	2024-09-30
Prudential Financial Inc	1.433%	6.908%	1,618,913	104,610	2023-06-30
Charles Schwab Investment Management Inc	1.289%	7.578%	1,463,863	103,114	2024-09-30
First Trust Advisors L.P.	1.291%	62.852%	1,459,132	563,146	2023-06-30
Nuveen Asset Management, LLC	1.284%	14.843%	1,457,542	188,382	2024-06-30
Jacobs Levy Equity Management, Inc.	1.289%	3.203%	1,453,793	45,116	2023-03-31
Bank of New York Mellon Corp	1.157%	-1.338%	1,313,872	-17,815	2024-06-30
Goldman Sachs Group Inc	1.152%	-2.241%	1,308,001	-29,984	2024-06-30
Marshall Wace Asset Management Ltd	1.123%	114.649%	1,269,087	677,850	2023-06-30
Silver Point Capital LP	1.101%	0.000%	1,250,000	1,250,000	2024-09-30
Invenomic Capital Management, LP	1.084%	490.940%	1,224,374	1,017,183	2023-09-30
Jupiter Asset Management Limited	1.062%	-1.522%	1,200,228	-18,551	2023-06-30
Bridgeway Capital Management, LLC	1.042%	-5.297%	1,183,465	-66,190	2024-09-30
JPMorgan Chase & Co	1.022%	17.046%	1,163,232	169,410	2024-03-31
FMR Inc	1.015%	0.261%	1,152,579	3,002	2024-09-30
Bank of America Corp	1.004%	3.186%	1,135,381	35,061	2023-12-31
ProShare Advisors LLC	0.969%	37.221%	1,095,193	297,067	2023-06-30
Susquehanna International Group, LLP	0.943%	156.507%	1,065,047	649,835	2023-09-30
Northern Trust Corp	0.936%	-1.003%	1,063,070	-10,774	2024-09-30
Citadel Advisors Llc	0.888%	117.710%	1,001,494	541,480	2023-03-31
Ameriprise Financial Inc	0.883%	-2.104%	994,269	-21,365	2022-12-31
Amvescap Plc.	0.867%	-64.097%	984,573	-1,757,728	2024-06-30
Loomis, Sayles & Company LP	0.732%	-0.597%	830,732	-4,992	2022-06-30
Victory Capital Management Inc.	0.727%	-34.398%	825,786	-432,997	2022-12-31

Mutual Fund Ownership

SPDR® S&P Dividend ETF is the biggest individual fund holder of Telephone and Data Systems Inc (TDS), owning a total of 11.4 million shares. Combined, the top 42 mutual fund holders of TDS own 56.24% of the company with a total of 63.7 million shares.

In the latest ownership report on October 31st 2024, the top 42 fund holders increased their combined ownership of TDS by 36 thousand shares. 3 funds bought 16,656 total additional shares and increased their ownership by an average of 0.35%. However 5 funds sold 52,669 total shares and decreased their ownership by an average of 0.92%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Telephone and Data Systems decreased by a net total of -36,013 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	5.473%	0.092%	6,213,674	5,736	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.505%	-0.674%	2,843,710	-19,294	2024-10-31
Avantis US Small Cap Value ETF	2.316%	0.000%	2,629,396	0	2024-10-31
iShares Russell 2000 ETF	2.238%	-0.224%	2,541,365	-5,712	2024-10-31
Vanguard Small Cap Index	1.988%	0.195%	2,256,678	4,400	2024-10-31
Vanguard Small Cap Value Index Inv	1.345%	-0.035%	1,526,629	-528	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.282%	-0.372%	1,455,118	-5,435	2024-10-31
iShares Russell 2000 Value ETF	0.825%	0.000%	936,747	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.761%	0.760%	864,227	6,520	2024-10-31
Dimensional US Targeted Value ETF	0.677%	0.000%	769,139	0	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.616%	0.000%	699,657	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.562%	-3.289%	638,132	-21,700	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Dividend ETF	10.056%	-0.025%	11,419,780	-2,809	2023-01-31
iShares Core S&P Small-Cap ETF	5.473%	0.092%	6,213,674	5,736	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.709%	-0.121%	3,061,539	-3,708	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.505%	-0.674%	2,843,710	-19,294	2024-10-31
Avantis US Small Cap Value ETF	2.316%	0.000%	2,629,396	0	2024-10-31
iShares Russell 2000 ETF	2.238%	-0.224%	2,541,365	-5,712	2024-10-31
SPDR® S&P US Dividend Aristocrats ETFDis	2.040%	1.260%	2,294,623	28,550	2023-01-31
Vanguard Small Cap Index	1.988%	0.195%	2,256,678	4,400	2024-10-31
DFA US Small Cap Value I	1.495%	0.647%	1,697,699	10,909	2024-09-30
Vanguard Small Cap Value Index Inv	1.345%	-0.035%	1,526,629	-528	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.282%	-0.372%	1,455,118	-5,435	2024-10-31
Invesco High Yield Eq Div Achiev™ ETF	1.274%	0.000%	1,440,506	0	2024-05-31
Vanguard Extended Market Index Investor	1.212%	-0.254%	1,366,833	-3,474	2023-08-31
Avantis® U.S. Small Cap Value ETF	1.150%	0.000%	1,296,911	0	2023-07-29
First Trust NASDAQ Technology Div ETF	0.994%	0.294%	1,120,568	3,280	2023-08-31
ProShares Russell 2000 Dividend Growers	0.957%	0.000%	1,079,113	0	2023-08-31
Fidelity Small Cap Index	0.889%	-2.447%	1,009,827	-25,326	2024-08-31
Fidelity® Small Cap Index	0.844%	2.764%	953,805	25,655	2023-10-31
Victory Market Neutral Income I	0.827%	-3.560%	938,615	-34,648	2022-09-30
iShares Russell 2000 Value ETF	0.825%	0.000%	936,747	0	2024-10-31
Invesco S&P SmallCap Value with Momt ETF	0.813%	0.000%	914,602	0	2023-05-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.773%	-0.142%	873,501	-1,246	2024-05-30
Global X SuperDividend™ US ETF	0.759%	0.000%	864,317	0	2024-08-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.761%	0.760%	864,227	6,520	2024-10-31
Vanguard Strategic Equity Inv	0.725%	44.762%	823,314	254,577	2024-09-30
Invesco S&P SmallCap 600 Revenue ETF	0.728%	0.199%	820,881	1,631	2023-08-31
DFA US Targeted Value I	0.691%	0.000%	783,985	0	2024-09-30
Dimensional US Targeted Value ETF	0.677%	0.000%	769,139	0	2024-10-31
Invenomic Institutional	0.668%	105.577%	755,266	387,878	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.616%	0.000%	699,657	0	2024-10-31
Fidelity® Telecom and Utilities	0.618%	0.000%	697,870	0	2023-11-30
Fidelity Telecom and Utilities	0.615%	0.000%	697,870	0	2024-09-30
DFA US Micro Cap I	0.612%	0.000%	687,957	0	2023-01-31
SPDR® S&P 600 Small Cap Value ETF	0.579%	-2.338%	654,425	-15,668	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.562%	-3.289%	638,132	-21,700	2024-10-31
JPM Global Income A (div) EUR	0.561%	1.129%	633,003	7,069	2023-08-31
Gabelli Asset AAA	0.535%	-3.082%	607,000	-19,300	2024-06-30
iShares S&P Small-Cap 600 Value ETF	0.513%	-0.095%	580,320	-552	2024-05-31
Fidelity® Select Telecommunications Port	0.511%	-4.621%	575,864	-27,900	2023-07-31
Nuveen Quant Small Cap Equity R6	0.506%	0.000%	574,800	0	2024-09-30
WisdomTree US SmallCap Dividend ETF	0.504%	0.000%	569,085	0	2023-10-31
Fidelity Extended Market Index	0.500%	-2.182%	567,219	-12,651	2024-09-30