TAYD · Taylor Devices, Inc.

$58.52 +2.73 (+4.89%) At close · Aug 21

Market Cap

$188.73M

3.23M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 66

Total Value: $87,669,992

Total Shares: 1,494,036

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 66 13F filers · Δ vs Mar 31, 2026

Top Holder

11.9%

+2.3 pts

Top 5

48.4%

+9.3 pts

Top 10

70.4%

+13.3 pts

HHI

623

Broadly held+174

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -6

Institutional value: +11.0%

Shares held: +7.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+159,457	177,884
Mega GEODE CAPITAL MANAGEMENT, LLC	+56,260	92,185
Large Janney Montgomery Scott LLC	+41,404	151,179
Mega STATE STREET CORP	+19,200	34,042
Mega NORTHERN TRUST CORP	+16,689	26,514

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−17,662	29,536
Mega AMERICAN CENTURY COMPANIES INC	−8,812	26,012
Mega BARCLAYS PLC	−7,515	657
Mega WELLS FARGO & COMPANY/MN	−6,791	9,143
Mega MORGAN STANLEY	−5,785	10,752

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	22,418	$1,315,488
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9,837	$577,235
Mid NAVELLIER & ASSOCIATES INC	8,816	$517,322
Mega Bank of New York Mellon Corp	6,865	$402,837
Mega Nuveen, LLC	5,943	$348,734

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	51,577	$2,939,889
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	48,016	$2,736,912
Mega JANE STREET GROUP, LLC	16,663	$949,791
Large MARSHALL WACE, LLP	16,593	$945,801
Large SEI INVESTMENTS CO	16,550	$943,350

Filter: New 17 Increased 25 Reduced 14 Sold out 23 Unchanged 10

Showing 66 of 66

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$10,438,231

11.91%

177,884

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	895	$52,518	0.5%	Sole
BlackRock Investment Management, LLC	9,246	$542,555	5.2%	Sole
BLACKROCK ADVISORS LLC	7,130	$418,388	4.0%	Sole
BlackRock Fund Advisors	114,532	$6,720,737	64.4%	Sole
BlackRock Institutional Trust Company, N.A.	46,081	$2,704,033	25.9%	Sole

Janney Montgomery Scott LLC

$8,871,183

10.12%

151,179

VANGUARD CAPITAL MANAGEMENT LLC

$8,501,910

9.70%

144,886

AMERIPRISE FINANCIAL INC

$7,952,900

9.07%

135,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	135,530	$7,952,900	100.0%	Defined

Oppenheimer & Close, LLC

$6,665,695

7.60%

113,594

GEODE CAPITAL MANAGEMENT, LLC

$5,409,415

6.17%

92,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	11,907	$698,702	12.9%	Defined
Held directly	80,278	$4,710,713	87.1%	Defined

DIMENSIONAL FUND ADVISORS LP

$4,163,050

4.75%

70,945

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	226	$13,261	0.3%	Defined
DFA Australia Ltd.	1,429	$83,853	2.0%	Defined
Dimensional Ireland Ltd	6,055	$355,307	8.5%	Defined
Held directly	63,235	$3,710,629	89.1%	Sole

MARTIN & CO INC /TN/

$3,415,176

3.90%

58,200

RENAISSANCE TECHNOLOGIES LLC

$3,289,718

3.75%

56,062

COURIER CAPITAL LLC

$3,030,645

3.46%

51,647

De Lisle Partners LLP

$2,702,096

3.08%

46,048

STATE STREET CORP

$1,997,584

2.28%

34,042

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	34,042	$1,997,584	100.0%	Defined

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$1,895,364

2.16%

32,300

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$1,733,172

1.98%

29,536

NORTHERN TRUST CORP

$1,555,841

1.77%

26,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	26,006	$1,526,032	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	508	$29,809	1.9%	Other

AMERICAN CENTURY COMPANIES INC

$1,526,384

1.74%

26,012

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	26,012	$1,526,384	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$1,362,901

1.55%

23,226

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,315,488

1.50%

22,418

TWO SIGMA INVESTMENTS, LP

$1,219,135

1.39%

20,776

RAYMOND JAMES FINANCIAL INC

$865,294

0.99%

14,746

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	505	$29,633	3.4%	Defined
Raymond James Financial Services Advisors, Inc.	84	$4,929	0.6%	Defined
ClariVest Asset Management LLC joint	14,157	$830,732	96.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$858,899

0.98%

14,637

ACADIAN ASSET MANAGEMENT LLC

$787,250

0.90%

13,416

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	13,416	$787,250	100.0%	Defined

RITHOLTZ WEALTH MANAGEMENT

$666,428

0.76%

11,357

MORGAN STANLEY

$630,926

0.72%

10,752

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	3	$176	0.0%	Defined
MORGAN STANLEY & CO. LLC	860	$50,464	8.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	303	$17,780	2.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	9,100	$533,988	84.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	486	$28,518	4.5%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$577,235

0.66%

9,837

WELLS FARGO & COMPANY/MN

$536,511

0.61%

9,143

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	2,943	$172,695	32.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	6,200	$363,816	67.8%	Defined

NAVELLIER & ASSOCIATES INC

$517,322

0.59%

8,816

UBS Group AG

$509,517

0.58%

8,683

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	661	$38,787	7.6%	Defined
UBS AG	8,022	$470,730	92.4%	Defined

GSA CAPITAL PARTNERS LLP

$448,843

0.51%

7,649

Bank of New York Mellon Corp

$402,837

0.46%

6,865

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	1,893	$111,081	27.6%	Defined
The Bank of New York Mellon	4,966	$291,404	72.3%	Defined
Held directly	6	$352	0.1%	Defined

LPL Financial LLC

$400,197

0.46%

6,820

ALPS ADVISORS INC

$394,036

0.45%

6,715

Creative Planning

$350,260

0.40%

5,969

Nuveen, LLC

$348,734

0.40%

5,943

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	1,652	$96,939	27.8%	Defined
TEACHERS ADVISORS, LLC joint	4,291	$251,795	72.2%	Defined

SageView Advisory Group, LLC

$325,028

0.37%

5,539

Topline Capital Management, LLC

$259,776

0.30%

4,427

Johnson Bixby & Associates, LLC

$234,720

0.27%

4,000

Squarepoint Ops LLC

$224,216

0.26%

3,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	3,821	$224,216	100.0%	Defined

DEUTSCHE BANK AG\

$188,773

0.22%

3,217

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	61	$3,579	1.9%	Defined
DWS Investments UK Ltd	3,156	$185,194	98.1%	Defined

RHUMBLINE ADVISERS

$134,259

0.15%

2,288

MetLife Investment Management, LLC

$115,306

0.13%

1,965

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	1,965	$115,306	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$105,624

0.12%

1,800

CITIGROUP INC

$89,017

0.10%

1,517

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1,517	$89,017	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$87,198

0.10%

1,486

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	1,486	$87,198	100.0%	Defined

JPMORGAN CHASE & CO

$78,571

0.09%

1,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	1,338	$78,513	99.9%	Defined
J.P. Morgan Securities plc	1	$58	0.1%	Defined

Vanguard Global Advisers, LLC

$75,814

0.09%

1,292

ROYAL BANK OF CANADA

$56,097

0.06%

956

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	141	$8,273	14.7%	Defined
RBC Capital Markets, LLC	815	$47,824	85.3%	Defined

Police & Firemen's Retirement System of New Jersey

$55,863

0.06%

952

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	952	$55,863	100.0%	Defined

OSAIC HOLDINGS, INC.

$51,931

0.06%

885

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	885	$51,931	100.0%	Defined

BARCLAYS PLC

$38,552

0.04%

657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	476	$27,931	72.5%	Defined
BARCLAYS CAPITAL INC.	181	$10,621	27.5%	Defined

BNP PARIBAS ARBITRAGE, SA

$36,440

0.04%

621

JONES FINANCIAL COMPANIES LLLP

$34,445

0.04%

587

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	587	$34,445	100.0%	Sole

IFP Advisors, Inc

$22,298

0.03%

380

Legal & General Group Plc

$18,425

0.02%

314

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	314	$18,425	100.0%	Defined

Russell Investments Group, Ltd.

$17,838

0.02%

304

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	304	$17,838	100.0%	Defined

Ameritas Investment Partners, Inc.

$17,193

0.02%

293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	293	$17,193	100.0%	Other

FMR LLC

$13,026

0.01%

222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	100	$5,868	45.0%	Defined
STRATEGIC ADVISERS LLC	122	$7,158	55.0%	Defined

Tower Research Capital LLC (TRC)

$11,031

0.01%

188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	1	$58	0.5%	Other
Latour Trading LLC (Latour)	187	$10,973	99.5%	Defined

FIRST HORIZON CORP

$8,802

0.01%

150

Rialto Wealth Management, LLC

$8,508

0.01%

145

Truvestments Capital LLC

$8,332

0.01%

142

Integrated Wealth Concepts LLC

$7,335

0.01%

125

Optiver Holding B.V.

$2,229

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	38	$2,229	100.0%	Defined

NISA INVESTMENT ADVISORS, LLC

$1,467

0.00%

GAMMA Investing LLC

$1,056

0.00%

Sterling Capital Management LLC

$645

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	48,016	$2,736,912	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	2,415	$137,655	14.5%	Defined
Jane Street Global Trading, LLC	14,248	$812,136	85.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	16,593	$945,801	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	16,550	$943,350	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	9,556	$544,692	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	9,378	$534,546	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
683 Capital Partners, LP	7,000	$399,000	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOFA SECURITIES, INC.	5,739	$327,123	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hudson Bay Capital UK LLP	5,447	$310,479	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Luxembourg S.A.	3,723	$212,211	100.0%	Defined

Key facts CIK 96536 CUSIP 877163105 13F (30d) 65 filings 62 filers Visit website Investor relations