TAYD · Taylor Devices, Inc. · Shareholders & Ownership

$58.72 +0.47 (+0.81%) At close · Nov 12

Russell 2000 member Rebalance outlook locked

Market Cap

$189.37M

3.23M

Volume · Nov 12 12.66K Avg daily vol (3M) 42.66K

Every disclosed holder of TAYD in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns TAYD

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	76	1,459,945	45.27%	Yes
Insiders (Forms 3, 4, 5)	3	66,147	2.05%	Yes
13D/G-only blocks	1	297,666	9.23%	Yes
Remaining	—	1,401,257	43.45%	Rest
Registered funds (N-PORT, not summed)	100	582,757	18.07%	No

Shares outstanding: 3,225,015, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of TAYD

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Wax Asset Management, LLC 13G CIK 1598207 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	297,666	9.23%	+37,153	Dec 31, 2025	Rule 13d-1(b), qualified institution
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	177,884	5.52%	+159,457	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	177,884	5.52%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	73,071	2.27%	—	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	30,304	0.94%	—	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,845	0.34%	+3,044	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	6,032	0.19%	—	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Sep 30, 2026	145,168	4.50%	-6,011	Sep 30, 2026
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	144,886	4.49%	+12,369	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	166,333	5.16%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,530	4.20%	+15,800	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	94,980	2.95%	+5,800	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
5.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	17,160	0.53%	+1,990	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
6	Oppenheimer & Close, LLC 13F CIK 1591377 · Unknown · Sep 30, 2026	113,594	3.52%	0	Sep 30, 2026
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	104,478	3.24%	+8,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	81,892	2.54%	-10,293	Sep 30, 2026
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	69,124	2.14%	-1,821	Sep 30, 2026
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	13,663	0.42%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	10,194	0.32%	+412	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	10,160	0.32%	+559	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	5,209	0.16%	-437	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	3,544	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	MARTIN & CO INC /TN/ 13F CIK 1008868 · Registered investment adviser · Sep 30, 2026	61,062	1.89%	+2,862	Sep 30, 2026
11	COURIER CAPITAL LLC 13F CIK 1015247 · Registered investment adviser · Sep 30, 2026	51,647	1.60%	0	Sep 30, 2026
12	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	49,600	1.54%	+15,558	Sep 30, 2026
12.1	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	81	0.00%	—	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13	Burgess John Insider CIK 1388646 · Oct 2, 2026 Director, issuer-wide	48,426	1.50%	+5,000	Oct 2, 2026	Director, issuer-wide
14	De Lisle Partners LLP 13F CIK 2011184 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	46,048	1.43%	+2,172	Jun 30, 2026	carried, not yet filed for the newest quarter
15	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	40,162	1.25%	-15,900	Sep 30, 2026
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	35,599	1.10%	+1,258	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,300	1.00%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,536	0.92%	-17,662	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	26,514	0.82%	+16,689	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,667	0.05%	—	Jun 30, 2026	Northern Funds, not summed
20	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,226	0.72%	+3,198	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,418	0.70%	+22,418	Jun 30, 2026	carried, not yet filed for the newest quarter
22	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,776	0.64%	+14,911	Jun 30, 2026	carried, not yet filed for the newest quarter
23	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Sep 30, 2026	20,771	0.64%	+6,025	Sep 30, 2026
24	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	18,489	0.57%	—	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
25	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Sep 30, 2026	12,247	0.38%	-2,390	Sep 30, 2026
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,752	0.33%	-5,785	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Sopko Timothy John Insider CIK 1776948 · Apr 23, 2025 Director, Chief Executive Officer, issuer-wide	10,000	0.31%	+1,000	Apr 23, 2025	Director, Chief Executive Officer, issuer-wide
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,837	0.31%	+9,837	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	7,820	0.24%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,017	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Sep 30, 2026	9,679	0.30%	-1,678	Sep 30, 2026
30	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	9,545	0.30%	+862	Sep 30, 2026
31	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Sep 30, 2026	9,306	0.29%	+7,018	Sep 30, 2026
32	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,143	0.28%	-6,791	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NAVELLIER & ASSOCIATES INC 13F CIK 872163 · Registered investment adviser · Sep 30, 2026	8,788	0.27%	-28	Sep 30, 2026
34	CAREY ROBERT MICHAEL Insider CIK 1830323 · Apr 28, 2026 Director, issuer-wide	7,721	0.24%	-5,000	Apr 28, 2026	Director, issuer-wide
35	GSA CAPITAL PARTNERS LLP 13F CIK 1362033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,649	0.24%	+11	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Barrons 400 ETF Fund S000040588 · Registered fund · Aug 31, 2026 ALPS ETF TRUST, not summed	6,877	0.21%	+232	Aug 31, 2026	ALPS ETF TRUST, not summed
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	6,868	0.21%	+3	Sep 30, 2026
38	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	6,279	0.19%	-21,002	Aug 31, 2026	American Century ETF Trust, not summed
39	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Sep 30, 2026	6,249	0.19%	-571	Sep 30, 2026
40	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	6,119	0.19%	-19,893	Sep 30, 2026
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	5,964	0.18%	+21	Sep 30, 2026
41.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	4,291	0.13%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
42	Creative Planning 13F CIK 1540235 · Registered investment adviser · Sep 30, 2026	5,822	0.18%	-147	Sep 30, 2026
43	SageView Advisory Group, LLC 13F CIK 1914558 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,539	0.17%	+797	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BFC Planning, Inc. 13F CIK 2160654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,370	0.17%	+5,370	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	5,262	0.16%	-436	Aug 31, 2026	American Century ETF Trust, not summed
46	Topline Capital Management, LLC 13F CIK 1792549 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,427	0.14%	+4,427	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Focus Partners Advisor Solutions, LLC 13F CIK 1868872 · Registered investment adviser · Sep 30, 2026	4,241	0.13%	+4,241	Sep 30, 2026
48	Brady Martz Wealth Solutions, LLC 13F CIK 2049470 · Registered investment adviser · Sep 30, 2026	4,036	0.13%	+4,036	Sep 30, 2026
49	Johnson Bixby & Associates, LLC 13F CIK 1844238 · Registered investment adviser · Sep 30, 2026	4,000	0.12%	0	Sep 30, 2026
50	VANGUARD RUSSELL 2000 GROWTH INDEX FUND Fund S000030005 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	3,505	0.11%	—	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

16 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 135 holders

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Key facts CIK 96536 CUSIP 877163105 13F (30d) 50 filings 45 filers Visit website Investor relations