Taylor Devices Ownership | Who Owns Taylor Devices?
Taylor Devices Ownership Summary
Taylor Devices is owned by 18.90% institutional investors, 2.45% insiders, and 78.65% retail investors. Vanguard group is the largest institutional shareholder, holding 5.13% of TAYD shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Taylor Devices shares.
TAYD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Taylor Devices | 18.90% | 2.45% | 78.65% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 159.45K | 5.13% | $6.64M |
| Blackrock funding, inc. /de | 149.96K | 4.83% | $6.24M |
| Janney montgomery scott | 134.11K | 4.33% | $6.03M |
| Oppenheimer & close | 125.59K | 4.06% | $5.65M |
| Blackrock | 113.61K | 3.67% | $5.11M |
| Geode capital management | 67.42K | 2.17% | $2.81M |
| Punch & associates investment management | 51.27K | 1.66% | $2.31M |
| American century companies | 51.28K | 1.65% | $2.13M |
| Renaissance | 48.46K | 1.56% | $2.02M |
| Courier capital | 47.72K | 1.54% | $1.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oppenheimer & close | 125.59K | 4.96% | $5.65M |
| De lisle partners llp | 26.33K | 0.16% | $1.09M |
| Courier capital | 47.72K | 0.14% | $1.99M |
| Punch & associates investment management | 51.27K | 0.13% | $2.31M |
| Perritt capital management | 4.50K | 0.10% | $187.29K |
| Prescott group capital management | 15.29K | 0.09% | $636.54K |
| Elkhorn partners limited partnership | 2.00K | 0.05% | $83.00K |
| Janney montgomery scott | 134.11K | 0.02% | $6.03M |
| B. riley wealth advisors | 12.14K | 0.01% | $545.88K |
| Ritholtz wealth management | 9.73K | 0.01% | $404.96K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 113.61K | 0.00% | 100.60K |
| Blackrock funding, inc. /de | 149.96K | 0.00% | 25.33K |
| Vanguard group | 159.45K | 0.00% | 23.39K |
| State street | 30.36K | 0.00% | 21.70K |
| Goldman sachs group | 12.75K | 0.00% | 12.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sowell financial services | - | - | -36.16K |
| Ellsworth advisors | - | - | -19.10K |
| Scalar gauge management | - | - | -13.64K |
| National wealth management group | - | - | -11.75K |
| Eam investors | - | - | -10.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Goldman sachs group | 12.75K | 0.00% | 12.75K | $530.57K |
| B. riley wealth advisors | 12.14K | 0.01% | 12.14K | $545.88K |
| Susquehanna group, llp | 8.61K | 0.00% | 8.61K | $358.22K |
| Strs ohio | 400.00 | 0.00% | 400.00 | $17.99K |
Sold Out
| Holder | Change |
|---|---|
| Nisa investment advisors | -19.00 |
| Ifp advisors | -243.00 |
| Acadian asset management | -1.28K |
| Metlife investment management | -1.41K |
| Qube research | -3.24K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 16 | -72.88% | 587,210 | -49.27% | 18 | 1.37% | 7 | -80.00% | 5 | -54.55% |
| Sep 30, 2024 | 58 | 13.73% | 1,141,267 | 12.35% | 36 | 3.39% | 34 | -12.82% | 11 | 57.14% |
| Jun 30, 2024 | 51 | 30.77% | 1,015,770 | 29.05% | 32 | 5.07% | 39 | 50.00% | 7 | -12.50% |
| Mar 31, 2024 | 39 | 62.50% | 787,120 | 26.89% | 25 | 8.28% | 26 | 85.71% | 8 | 166.67% |
| Dec 31, 2023 | 24 | -4.00% | 620,296 | 3.36% | 17 | 5.88% | 14 | -12.50% | 3 | 200.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 98.49K | 3.14% | 8.30K |
| Vanguard US Total Market Shares ETF | 75.26K | 2.40% | 7.49K |
| iShares Russell 2000 ETF | 69.06K | 2.20% | -605.00 |
| VT De Lisle America B USD | 42.28K | 1.35% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 41.47K | 1.32% | - |
| Avantis US Small Cap Value ETF | 35.08K | 1.12% | -351.00 |
| Fidelity Small Cap Index | 28.50K | 0.91% | -534.00 |
| iShares Russell 2000 Growth ETF | 24.44K | 0.78% | -116.00 |
| Fidelity Extended Market Index | 17.23K | 0.55% | -110.00 |
| Vanguard Russell 2000 ETF | 13.22K | 0.42% | 254.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 13, 2025 | Sopko Timothy John | Chief Executive Officer | Buy | $33.25K |
| Jan 10, 2024 | SOCHET IRA | - | Sell | $9.14M |
| Jan 19, 2023 | Sopko Timothy John | Chief Executive Officer | Buy | $14.10K |
| Oct 20, 2022 | Sopko Timothy John | CHIEF EXECUTIVE OFFICER | Buy | $11.10K |
| Oct 03, 2022 | CAREY ROBERT MICHAEL | - | Buy | $26.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
TAYD Ownership FAQ
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