DaveManuel.com · Institutional Ownership · Who Owns It
TAYLOR DEVICES INC (TAYD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
67
Reporting holders
$88.0M
Reported value
0.0%
Calls
0.0%
Puts
-5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $10.4M | 177,884 | 0.00% | 8q | +865.3%+$9.4M |
| Janney Montgomery Scott LLC | $8.9M | 151,179 | 0.02% | 31q | +37.7%+$2.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.5M | 144,886 | 0.00% | 2q | +9.3%+$725.8K |
| AMERIPRISE FINANCIAL INC | $8.0M | 135,530 | 0.00% | 5q | +13.2%+$927.1K |
| Oppenheimer & Close, LLC | $6.7M | 113,594 | 4.21% | 21q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $5.4M | 92,185 | 0.00% | 14q | +156.6%+$3.3M |
| DIMENSIONAL FUND ADVISORS LP | $4.2M | 70,945 | 0.00% | 16q | +8.1%+$310.3K |
| MARTIN & CO INC /TN/ | $3.4M | 58,200 | 0.53% | 5q | +25.6%+$696.4K |
| RENAISSANCE TECHNOLOGIES LLC | $3.3M | 56,062 | 0.00% | 31q | +12.9%+$375.6K |
| COURIER CAPITAL LLC | $3.0M | 51,647 | 0.15% | 31q | -3.0%-$92.4K |
| De Lisle Partners LLP | $2.7M | 46,048 | 0.29% | 10q | +5.0%+$127.3K |
| STATE STREET CORP | $2.0M | 34,042 | 0.00% | 10q | +129.4%+$1.1M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1.9M | 32,300 | 0.09% | 11q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.7M | 29,536 | 0.00% | 10q | -37.4%-$1.0M |
| NORTHERN TRUST CORP | $1.6M | 26,514 | 0.00% | 11q | +169.9%+$979.3K |
| AMERICAN CENTURY COMPANIES INC | $1.5M | 26,012 | 0.00% | 9q | -25.3%-$517.1K |
| VANGUARD FIDUCIARY TRUST CO | $1.4M | 23,226 | 0.00% | 2q | +16.0%+$187.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 22,418 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $1.2M | 20,776 | 0.00% | 2q | +254.2%+$875.0K |
| RAYMOND JAMES FINANCIAL INC | $865.3K | 14,746 | 0.00% | 2q | -3.2%-$29.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $858.9K | 14,637 | 0.00% | 10q | -8.7%-$81.6K |
| ACADIAN ASSET MANAGEMENT LLC | $786.0K | 13,416 | 0.00% | 2q | -25.7%-$271.6K |
| RITHOLTZ WEALTH MANAGEMENT | $666.4K | 11,357 | 0.01% | 3q | -9.5%-$70.0K |
| MORGAN STANLEY | $630.9K | 10,752 | 0.00% | 35q | -35.0%-$339.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $577.2K | 9,837 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $536.5K | 9,143 | 0.00% | 15q | -42.6%-$398.5K |
| NAVELLIER & ASSOCIATES INC | $517.3K | 8,816 | 0.04% | new | NEW |
| UBS Group AG | $509.5K | 8,683 | 0.00% | 9q | +115.6%+$273.2K |
| GSA CAPITAL PARTNERS LLP | $449.0K | 7,649 | 0.03% | 4q | HELD |
| Bank of New York Mellon Corp | $402.8K | 6,865 | 0.00% | new | NEW |
| LPL Financial LLC | $400.2K | 6,820 | 0.00% | 4q | -2.0%-$8.3K |
| ALPS ADVISORS INC | $394.0K | 6,715 | 0.00% | 2q | +1.0%+$3.8K |
| Creative Planning | $350.3K | 5,969 | 0.00% | 2q | +25.9%+$72.0K |
| Nuveen, LLC | $348.7K | 5,943 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $325.0K | 5,539 | 0.01% | 3q | +16.8%+$46.8K |
| BFC Planning, Inc. | $315.1K | 5,370 | 0.01% | new | NEW |
| Topline Capital Management, LLC | $259.8K | 4,427 | 0.07% | new | NEW |
| Johnson Bixby & Associates, LLC | $234.7K | 4,000 | 0.03% | 3q | HELD |
| Squarepoint Ops LLC | $224.2K | 3,821 | 0.00% | 2q | -35.7%-$124.8K |
| DEUTSCHE BANK AG\ | $188.8K | 3,217 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $134.3K | 2,288 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $115.3K | 1,965 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $105.6K | 1,800 | 0.00% | new | NEW |
| CITIGROUP INC | $89.0K | 1,517 | 0.00% | 3q | +61.6%+$33.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $87.2K | 1,486 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $76.4K | 1,339 | 0.00% | 9q | +66850.0%+$76.3K |
| Vanguard Global Advisers, LLC | $75.8K | 1,292 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $56.0K | 956 | 0.00% | 14q | +3.0%+$1.6K |
| Police & Firemen's Retirement System of New Jersey | $55.9K | 952 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $51.9K | 885 | 0.00% | 4q | +35.1%+$13.5K |
| BARCLAYS PLC | $38.6K | 657 | 0.00% | 9q | -92.0%-$441.0K |
| JONES FINANCIAL COMPANIES LLLP | $36.5K | 587 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $36.4K | 621 | 0.00% | 9q | +152.4%+$22.0K |
| IFP Advisors, Inc | $22.3K | 380 | 0.00% | 2q | HELD |
| Legal & General Group Plc | $18.4K | 314 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $17.8K | 304 | 0.00% | 8q | +560.9%+$15.1K |
| Ameritas Investment Partners, Inc. | $17.2K | 293 | 0.00% | new | NEW |
| FMR LLC | $13.0K | 222 | 0.00% | 10q | -38.7%-$8.2K |
| Tower Research Capital LLC (TRC) | $11.0K | 188 | 0.00% | 3q | -80.0%-$44.2K |
| FIRST HORIZON CORP | $8.8K | 150 | 0.00% | 4q | +20.0%+$1.5K |
| Rialto Wealth Management, LLC | $8.5K | 145 | 0.00% | 2q | HELD |
| Truvestments Capital LLC | $8.3K | 142 | 0.00% | 2q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.6K | 44 | 0.00% | new | NEW |
| Optiver Holding B.V. | $2.2K | 38 | 0.00% | 4q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $1.5K | 25 | 0.00% | 6q | HELD |
| GAMMA Investing LLC | $1.1K | 18 | 0.00% | 8q | HELD |
| Sterling Capital Management LLC | $645 | 11 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $3.6M | 58,644 | 7 | 2 | 0 | 0.0% |
| Q2 2026 | 67 | $88.0M | 1,499,325 | 18 | 24 | 14 | 0.0% |
| Q1 2026 | 72 | $79.0M | 1,385,564 | 21 | 27 | 10 | 0.0% |
| Q4 2025 | 52 | $65.6M | 1,122,367 | 8 | 18 | 12 | 0.0% |
| Q3 2025 | 50 | $51.3M | 1,045,067 | 14 | 10 | 17 | 0.0% |
| Q2 2025 | 51 | $46.6M | 1,074,093 | 15 | 11 | 20 | 0.0% |
| Q1 2025 | 51 | $36.3M | 1,124,208 | 4 | 17 | 19 | 0.0% |
| Q4 2024 | 53 | $47.5M | 1,142,192 | 3 | 21 | 16 | 0.0% |
| Q3 2024 | 59 | $57.7M | 1,158,447 | 11 | 23 | 10 | 0.0% |
| Q2 2024 | 51 | $45.7M | 1,016,785 | 17 | 19 | 8 | 0.0% |
| Q1 2024 | 39 | $40.3M | 811,606 | 18 | 7 | 6 | 0.0% |
| Q4 2023 | 23 | $14.0M | 631,714 | 3 | 9 | 3 | 0.0% |
| Q3 2023 | 25 | $12.8M | 600,124 | 4 | 11 | 1 | 0.0% |
| Q2 2023 | 23 | $14.9M | 582,427 | 3 | 9 | 5 | 0.0% |
| Q1 2023 | 23 | $10.2M | 507,428 | 5 | 6 | 3 | 0.0% |
| Q4 2022 | 23 | $8.9M | 629,817 | 5 | 3 | 4 | 0.0% |
| Q3 2022 | 18 | $6.8M | 668,940 | 2 | 1 | 3 | 0.0% |
| Q2 2022 | 18 | $5.7M | 661,651 | 3 | 4 | 3 | 0.0% |
| Q1 2022 | 15 | $6.2M | 624,591 | 0 | 2 | 2 | 0.0% |
| Q4 2021 | 15 | $6.7M | 641,025 | 1 | 5 | 3 | 0.0% |
| Q3 2021 | 15 | $6.8M | 606,066 | 0 | 3 | 3 | 0.0% |
| Q2 2021 | 16 | $6.8M | 573,963 | 1 | 2 | 6 | 0.0% |
| Q1 2021 | 17 | $6.7M | 587,568 | 1 | 4 | 4 | 0.0% |
| Q4 2020 | 16 | $6.1M | 580,158 | 0 | 4 | 3 | 0.0% |
| Q3 2020 | 16 | $5.9M | 626,227 | 1 | 3 | 3 | 0.0% |
| Q2 2020 | 15 | $6.2M | 623,659 | 2 | 2 | 3 | 0.0% |
| Q1 2020 | 14 | $5.2M | 602,614 | 2 | 4 | 4 | 0.0% |
| Q4 2019 | 15 | $6.7M | 635,318 | 0 | 1 | 4 | 0.0% |
| Q3 2019 | 17 | $7.1M | 691,147 | 1 | 5 | 2 | 0.0% |
| Q2 2019 | 16 | $7.3M | 685,483 | 0 | 6 | 0 | 0.0% |
| Q1 2019 | 16 | $8.2M | 676,964 | 0 | 2 | 2 | 0.0% |
| Q4 2018 | 16 | $8.3M | 682,656 | 1 | 0 | 0 | 0.0% |