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Institutional Ownership · SEC Form 13F

Who owns TAL


Which tracked institutional funds hold TAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

223
Institutional holders
243M
Shares held (tracked funds)

How the tape is positioned

38 tracked funds added or opened TAL while 97 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TAL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TAL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in TAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 223 tracked filers holding TAL, 111 increased or opened the position and 141 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TAL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 13

  • JUPITER ASSET MANAGEMENT LTD$9M
  • Caption Management, LLC$7M
  • Fideuram Asset Management (Ireland) dac$7M
  • PINEBRIDGE INVESTMENTS LLC$6M
  • Y-Intercept (Hong Kong) Ltd$2M
  • Schonfeld Strategic Advisors LLC$2M

Full exits 20

  • ACADIAN ASSET MANAGEMENT LLC$85M
  • Greenwoods Asset Management Hong Kong Ltd.$28M
  • Amundi$14M
  • Harvest Fund Management Co., Ltd$11M
  • KADENSA CAPITAL Ltd$8M
  • CANADA LIFE ASSURANCE Co$5M

Largest adds

  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$198M
  • Point72 Asset Management, L.P.$44M
  • JPMORGAN CHASE & CO$26M
  • Robeco Institutional Asset Management B.V.$19M
  • Connor, Clark & Lunn Investment Management Ltd.$11M
  • GEODE CAPITAL MANAGEMENT, LLC$10M

Largest trims

  • BlackRock, Inc.$84M
  • NORGES BANK$57M
  • VANGUARD CAPITAL MANAGEMENT LLC$51M
  • Krane Funds Advisors LLC$48M
  • MORGAN STANLEY$19M
  • CoreView Capital Management Ltd$18M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed23,137,168$221M9.6%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added20,707,024$198M8.6%2026-Q2
Krane Funds Advisors LLC trimmed17,323,005$166M7.2%2026-Q2
Robeco Institutional Asset Management B.V. added14,743,438$141M6.1%2026-Q2
MORGAN STANLEY added13,396,879$128M5.6%2026-Q2
CoreView Capital Management Ltd added11,221,069$107M4.7%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed9,961,984$95M4.1%2026-Q2
Tiger Pacific Capital LP7,977,772$76M3.3%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added7,606,512$73M3.2%2026-Q2
STATE STREET CORP trimmed7,527,721$72M3.1%2026-Q2
GOLDMAN SACHS GROUP INC added6,748,256$65M2.8%2026-Q2
Point72 Asset Management, L.P. added6,559,258$63M2.7%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed6,036,304$58M2.5%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added5,203,572$50M2.2%2026-Q2
CAPITOLIS LIQUID GLOBAL MARKETS LLC added4,862,300$47M2.0%2026-Q2
SERENITY CAPITAL MANAGEMENT PTE. LTD.4,730,377$45M2.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added4,250,283$41M1.8%2026-Q2
CAUSEWAY CAPITAL MANAGEMENT LLC added4,125,430$39M1.7%2026-Q2
NORGES BANK trimmed4,073,516$39M1.7%2026-Q2
HSBC HOLDINGS PLC added3,465,692$33M1.4%2026-Q2
JPMORGAN CHASE & CO added2,862,528$27M1.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed2,855,263$27M1.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed2,675,536$26M1.1%2026-Q2
E Fund Management Co., Ltd. added2,625,452$25M1.1%2026-Q2
FMR LLC added2,434,993$23M1.0%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed2,310,361$22M1.0%2026-Q2
Legal & General Group Plc trimmed2,268,289$22M0.9%2026-Q2
MILLENNIUM MANAGEMENT LLC added2,193,048$21M0.9%2026-Q2
NORTHERN TRUST CORP added2,114,575$20M0.9%2026-Q2
Discerene Group LP1,354,733$13M0.6%2026-Q2
BARCLAYS PLC added1,342,712$13M0.6%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd trimmed1,268,351$12M0.5%2026-Q2
Qube Research & Technologies Ltd added1,210,320$12M0.5%2026-Q2
DEUTSCHE BANK AG\ trimmed1,170,359$11M0.5%2026-Q2
Long Focus Capital Management, LLC1,117,300$11M0.5%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added1,096,554$10M0.5%2026-Q2
ALLIANCEBERNSTEIN L.P. added1,045,226$12M0.5%2026-Q2
JUPITER ASSET MANAGEMENT LTD new912,400$9M0.4%2026-Q2
UBS Group AG trimmed874,053$8M0.4%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed835,733$8M0.3%2026-Q2
Yiheng Capital Management, L.P.759,240$7M0.3%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added758,226$7M0.3%2026-Q2
Caption Management, LLC added750,696$7M0.3%2026-Q2
Russell Investments Group, Ltd. added724,377$7M0.3%2026-Q2
Nearwater Capital Markets, Ltd700,000$7M0.3%2026-Q2
Fideuram Asset Management (Ireland) dac added670,264$7M0.3%2026-Q2
Swiss National Bank trimmed646,319$6M0.3%2026-Q2
Nuveen, LLC trimmed633,557$6M0.3%2026-Q2
PINEBRIDGE INVESTMENTS LLC new596,958$6M0.2%2026-Q2
Beck Bode, LLC added587,151$6M0.2%2026-Q2
CITIGROUP INC added580,156$6M0.2%2026-Q2
California Public Employees Retirement System trimmed539,372$5M0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP added523,987$5M0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added523,974$5M0.2%2026-Q2
Bank of New York Mellon Corp trimmed511,461$5M0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd.500,986$5M0.2%2026-Q2
Man Group plc trimmed483,770$5M0.2%2026-Q2
Korea Investment CORP added465,911$4M0.2%2026-Q2
NATIONAL BANK OF CANADA /FI/ trimmed450,000$4M0.2%2026-Q2
SEI INVESTMENTS CO trimmed444,558$4M0.2%2026-Q2
Pictet Asset Management Holding SA trimmed427,500$4M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added427,000$4M0.2%2026-Q2
GF FUND MANAGEMENT CO. LTD. added423,702$4M0.2%2026-Q2
ROYAL LONDON ASSET MANAGEMENT LTD414,974$4M0.2%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed386,457$4M0.2%2026-Q2
SEB Asset Management AB trimmed382,868$4M0.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed379,369$4M0.2%2026-Q2
Invesco Ltd. trimmed370,504$4M0.2%2026-Q2
Aberdeen Group plc trimmed358,643$3M0.1%2026-Q2
Susquehanna Portfolio Strategies, LLC trimmed322,002$3M0.1%2026-Q2
Numerai GP LLC added303,780$3M0.1%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added303,566$3M0.1%2026-Q2
STOREBRAND ASSET MANAGEMENT AS trimmed302,913$3M0.1%2026-Q2
Trexquant Investment LP trimmed292,705$3M0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added292,296$3M0.1%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed277,656$3M0.1%2026-Q2
Northwest & Ethical Investments L.P. added261,336$3M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added258,288$2M0.1%2026-Q2
AVIVA PLC trimmed255,838$2M0.1%2026-Q2
Mitsubishi UFJ Trust & Banking Corp added252,275$2M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed246,180$2M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd added237,951$2M0.1%2026-Q2
FRANKLIN RESOURCES INC trimmed231,463$2M0.1%2026-Q2
Schonfeld Strategic Advisors LLC added231,202$2M0.1%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed223,195$2M0.1%2026-Q2
Nykredit A/S new212,255$2M0.1%2026-Q2
Quantinno Capital Management LP added195,252$2M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed192,645$2M0.1%2026-Q2
PensionDanmark Pensionsforsikringsaktieselskab added183,438$2M0.1%2026-Q2
CIBC WORLD MARKET INC. added171,763$2M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added167,405$2M0.1%2026-Q2
Swedbank AB140,041$1M0.1%2026-Q2
Taikang Asset Management (Hong Kong) Co Ltd added140,000$1M0.1%2026-Q2
DANSKE BANK A/S added134,247$1M0.1%2026-Q2
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp trimmed132,700$1M0.1%2026-Q2
Squarepoint Ops LLC trimmed132,444$1M0.1%2026-Q2
E Fund Management (Hong Kong) Co., Ltd. trimmed131,807$1M0.1%2026-Q2
Engineers Gate Manager LP added126,566$1M0.1%2026-Q2
PRUDENTIAL PLC trimmed125,232$1M0.1%2026-Q2
Public Sector Pension Investment Board trimmed120,782$1M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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