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Institutional Ownership · SEC Form 13F

Who owns Taylor Devices (TAYD)


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

65
Institutional holders
1M
Shares held (tracked funds)
30.8%
Of shares outstanding

How the tape is positioned

14 tracked funds added or opened TAYD while 19 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

TAYD’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 TAYD more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in TAYD 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 65 tracked filers holding TAYD, 42 increased or opened the position and 39 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 TAYD 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 3

  • VANGUARD PORTFOLIO MANAGEMENT LLC$1M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$577K
  • NAVELLIER & ASSOCIATES INC$517K

Full exits 14

  • Janney Montgomery Scott LLC$6M
  • MILLENNIUM MANAGEMENT LLC$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • ACADIAN ASSET MANAGEMENT LLC$1M
  • JANE STREET GROUP, LLC$950K
  • MARSHALL WACE, LLP$946K

Largest adds

  • BlackRock, Inc.$9M
  • GEODE CAPITAL MANAGEMENT, LLC$3M
  • STATE STREET CORP$1M
  • AMERIPRISE FINANCIAL INC$1M
  • NORTHERN TRUST CORP$996K
  • VANGUARD CAPITAL MANAGEMENT LLC$948K

Largest trims

  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$957K
  • AMERICAN CENTURY COMPANIES INC$459K
  • BARCLAYS PLC$427K
  • WELLS FARGO & COMPANY/MN$372K
  • MORGAN STANLEY$312K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added177,884$10M9.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added144,886$9M7.5%2026-Q2
AMERIPRISE FINANCIAL INC added135,530$8M7.0%2026-Q2
Oppenheimer & Close, LLC113,594$7M5.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added92,185$5M4.8%2026-Q2
DIMENSIONAL FUND ADVISORS LP added70,945$4M3.7%2026-Q2
MARTIN & CO INC /TN/ added58,200$3M3.0%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added56,062$3M2.9%2026-Q2
COURIER CAPITAL LLC trimmed51,647$3M2.7%2026-Q2
De Lisle Partners LLP added46,048$3M2.4%2026-Q2
STATE STREET CORP added34,042$2M1.8%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.32,300$2M1.7%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed29,536$2M1.5%2026-Q2
NORTHERN TRUST CORP added26,514$2M1.4%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed26,012$2M1.3%2026-Q2
VANGUARD FIDUCIARY TRUST CO added23,226$1M1.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new22,418$1M1.2%2026-Q2
TWO SIGMA INVESTMENTS, LP added20,776$1M1.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed14,746$865K0.8%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed14,637$859K0.8%2026-Q2
RITHOLTZ WEALTH MANAGEMENT trimmed11,357$666K0.6%2026-Q2
MORGAN STANLEY trimmed10,752$631K0.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added9,837$577K0.5%2026-Q2
WELLS FARGO & COMPANY/MN trimmed9,143$537K0.5%2026-Q2
NAVELLIER & ASSOCIATES INC new8,816$517K0.5%2026-Q2
UBS Group AG added8,683$510K0.4%2026-Q2
Bank of New York Mellon Corp added6,865$403K0.4%2026-Q2
LPL Financial LLC trimmed6,820$400K0.4%2026-Q2
ALPS ADVISORS INC added6,715$394K0.3%2026-Q2
Creative Planning added5,969$350K0.3%2026-Q2
Nuveen, LLC new5,943$349K0.3%2026-Q2
SageView Advisory Group, LLC added5,539$325K0.3%2026-Q2
Topline Capital Management, LLC new4,427$260K0.2%2026-Q2
Johnson Bixby & Associates, LLC4,000$235K0.2%2026-Q2
Squarepoint Ops LLC trimmed3,821$224K0.2%2026-Q2
DEUTSCHE BANK AG\ added3,217$189K0.2%2026-Q2
RHUMBLINE ADVISERS trimmed2,288$134K0.1%2026-Q2
Aster Capital Management (DIFC) Ltd2,931$127K0.1%2026-Q2
MetLife Investment Management, LLC added1,965$115K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed1,800$106K0.1%2026-Q2
CITIGROUP INC added1,517$89K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed1,486$87K0.1%2026-Q2
JPMORGAN CHASE & CO added1,339$76K0.1%2026-Q2
Vanguard Global Advisers, LLC1,292$76K0.1%2026-Q2
ROYAL BANK OF CANADA added956$56K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added952$56K0.0%2026-Q2
OSAIC HOLDINGS, INC. added885$52K0.0%2026-Q2
BARCLAYS PLC trimmed657$39K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new587$37K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added621$36K0.0%2026-Q2
IFP Advisors, Inc380$22K0.0%2026-Q2
Legal & General Group Plc added314$18K0.0%2026-Q2
Russell Investments Group, Ltd. added304$18K0.0%2026-Q2
Ameritas Investment Partners, Inc. added293$17K0.0%2026-Q2
FMR LLC trimmed222$13K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed188$11K0.0%2026-Q2
FIRST HORIZON CORP added150$9K0.0%2026-Q2
Rialto Wealth Management, LLC145$9K0.0%2026-Q2
Truvestments Capital LLC142$8K0.0%2026-Q2
Integrated Wealth Concepts LLC new125$7K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed44$3K0.0%2026-Q2
Optiver Holding B.V.38$2K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC25$1K0.0%2026-Q2
GAMMA Investing LLC18$1K0.0%2026-Q2
Sterling Capital Management LLC added11$6450.0%2026-Q2
Janney Montgomery Scott LLC trimmed109,775$6M5.5%2026-Q1 stale (1 quarter behind)
MILLENNIUM MANAGEMENT LLC added51,577$3M2.6%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP added48,016$3M2.4%2026-Q1 stale (1 quarter behind)
ACADIAN ASSET MANAGEMENT LLC new18,052$1M0.9%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC added16,663$950K0.8%2026-Q1 stale (1 quarter behind)
MARSHALL WACE, LLP new16,593$946K0.8%2026-Q1 stale (1 quarter behind)
SEI INVESTMENTS CO new16,550$943K0.8%2026-Q1 stale (1 quarter behind)
Qube Research & Technologies Ltd added14,867$847K0.7%2026-Q1 stale (1 quarter behind)
RBF Capital, LLC trimmed14,000$798K0.7%2026-Q1 stale (1 quarter behind)
Informed Momentum Co LLC added13,924$794K0.7%2026-Q1 stale (1 quarter behind)
Ellsworth Advisors, LLC new11,948$681K0.6%2026-Q1 stale (1 quarter behind)
GOLDMAN SACHS GROUP INC added9,556$545K0.5%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC trimmed9,378$535K0.5%2026-Q1 stale (1 quarter behind)
Timothy G. Youngquist 2020 Irrevocable Trust new9,311$531K0.5%2026-Q1 stale (1 quarter behind)
GSA CAPITAL PARTNERS LLP7,638$435K0.4%2026-Q1 stale (1 quarter behind)
683 Capital Management, LLC trimmed7,000$399K0.4%2026-Q1 stale (1 quarter behind)
BANK OF AMERICA CORP /DE/ added5,739$327K0.3%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP new5,672$323K0.3%2026-Q1 stale (1 quarter behind)
Horizon Investment Services, LLC new5,660$323K0.3%2026-Q1 stale (1 quarter behind)
Hudson Bay Capital Management LP new5,447$310K0.3%2026-Q1 stale (1 quarter behind)
Hillsdale Investment Management Inc. new4,400$251K0.2%2026-Q1 stale (1 quarter behind)
LAZARD ASSET MANAGEMENT LLC added4,033$230K0.2%2026-Q1 stale (1 quarter behind)
Integrated Quantitative Investments LLC new3,800$217K0.2%2026-Q1 stale (1 quarter behind)
Universal- Beteiligungs- und Servicegesellschaft mbH new3,723$212K0.2%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added152,840$9M7.9%2025-Q4 stale (2 quarters behind)
ELKHORN PARTNERS LIMITED PARTNERSHIP trimmed1,500$88K0.1%2025-Q4 stale (2 quarters behind)
Perritt Capital Management Inc added7,000$343K0.3%2025-Q3 stale (3 quarters behind)
Quadrature Capital Ltd new4,342$209K0.2%2025-Q3 stale (3 quarters behind)
JANUS HENDERSON GROUP PLC new23,230$1M0.9%2025-Q2 stale (4 quarters behind)
FIRST TRUST ADVISORS LP added10,127$440K0.4%2025-Q2 stale (4 quarters behind)
Y-Intercept (Hong Kong) Ltd new7,012$304K0.3%2025-Q2 stale (4 quarters behind)
D. E. Shaw & Co., Inc. new5,877$255K0.2%2025-Q2 stale (4 quarters behind)
Brevan Howard Capital Management LP new5,663$246K0.2%2025-Q2 stale (4 quarters behind)
Cubist Systematic Strategies, LLC new2,907$126K0.1%2025-Q2 stale (4 quarters behind)
Point72 Asia (Singapore) Pte. Ltd. new1,931$84K0.1%2025-Q2 stale (4 quarters behind)

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.

Learn how to read institutional ownership