Taylor Devices Ownership | Who Owns Taylor Devices?


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Taylor Devices Ownership Summary


Taylor Devices is owned by 20.60% institutional investors, 2.60% insiders, and 76.81% retail investors. Vanguard group is the largest institutional shareholder, holding 4.83% of TAYD shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.06% of its assets in Taylor Devices shares.

TAYD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTaylor Devices20.60%2.60%76.81%
SectorIndustrials Stocks 46.77%12.62%40.60%
IndustryIndustrial Machinery Stocks54.58%8.80%36.63%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group151.87K4.83%$7.45M
Oppenheimer & close125.59K3.99%$6.16M
Janney montgomery scott122.62K3.90%$6.02M
Blackrock113.61K3.67%$5.11M
Ameriprise financial100.25K3.19%$4.92B
Dimensional fund advisors lp69.33K2.20%$3.40M
Courier capital53.22K1.69%$2.61M
Punch & associates investment management51.33K1.63%$2.52M
Renaissance43.46K1.38%$2.13M
De lisle partners llp42.88K1.36%$2.09M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Oppenheimer & close125.59K4.16%$6.16M
De lisle partners llp42.88K0.26%$2.09M
Martin & co inc /tn/27.54K0.24%$1.35M
Perritt capital management7.00K0.16%$343.42K
Courier capital53.22K0.15%$2.61M
Punch & associates investment management51.33K0.15%$2.52M
Elkhorn partners limited partnership1.70K0.06%$83.40K
Rbf capital21.00K0.05%$1.03M
Gsa capital partners llp5.96K0.02%$292.00K
Janney montgomery scott122.62K0.01%$6.02M

Top Buyers

HolderShares% AssetsChange
Blackrock113.61K0.00%100.60K
B. riley wealth advisors12.14K0.01%12.14K
Martin & co inc /tn/27.54K0.24%8.72K
Susquehanna group, llp8.61K0.00%8.61K
Gsa capital partners llp5.96K0.02%5.96K

Top Sellers

HolderShares% AssetsChange
Sowell financial services---36.16K
Ellsworth advisors---19.10K
Prescott group capital management---15.29K
Scalar gauge management---13.64K
National wealth management group---11.75K

New Positions

HolderShares% AssetsChangeValue
B. riley wealth advisors12.14K0.01%12.14K$545.88K
Susquehanna group, llp8.61K0.00%8.61K$358.22K
Gsa capital partners llp5.96K0.02%5.96K$292.00K
Lpl financial5.11K0.00%5.11K$250.84K
Qube research4.36K0.00%4.36K$213.95K

Sold Out

HolderChange
Sterling capital management-2.00
Coppell advisory solutions-14.00
Deutsche bank ag\-65.00
Amalgamated bank-82.00
Point72 (difc)-96.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202521-57.14%648,070-39.27%201.75%10-58.33%6-70.00%
Jun 30, 202549-3.92%1,067,152-5.08%342.62%249.09%205.26%
Mar 31, 202551-1.92%1,124,226-1.40%362.69%22-8.33%1918.75%
Dec 31, 202416-72.88%587,210-49.27%181.37%7-80.00%5-54.55%
Sep 30, 20245813.73%1,141,26712.35%363.39%34-12.82%1157.14%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv96.36K3.06%-2.12K
Vanguard US Total Market Shares ETF75.26K2.40%7.49K
Columbia Small Cap Value I A70.77K2.25%1.90K
Columbia Small Cap Value Discv A70.77K2.25%1.90K
Columbia Small Cap Value I68.87K2.20%68.87K
Columbia Small Cap Value Discovery Fund68.87K2.19%68.87K
iShares Russell 2000 ETF65.20K2.08%-
VT De Lisle America B USD42.88K1.36%-
Vanguard Institutional Extnd Mkt Idx Tr32.88K1.05%-12.30K
Fidelity Small Cap Index30.37K0.97%-

Recent Insider Transactions


DateNameRoleActivityValue
Apr 23, 2025Sopko Timothy John Chief Executive OfficerBuy$20.98K
Apr 23, 2025Sopko Timothy John Chief Executive OfficerBuy$329.63
Apr 23, 2025Sopko Timothy John Chief Executive OfficerBuy$8.72K
Jan 13, 2025Sopko Timothy John Chief Executive OfficerBuy$33.25K
Jan 10, 2024SOCHET IRA-Sell$9.14M

Insider Transactions Trends


DateBuySell
2025 Q23-
2025 Q11-
2024 Q4--
2024 Q3--
2024 Q2--

TAYD Ownership FAQ


Who Owns Taylor Devices?

Taylor Devices shareholders are primarily institutional investors at 20.60%, followed by 2.60% insiders and 76.80% retail investors. The average institutional ownership in Taylor Devices's industry, Industrial Machinery Stocks, is 54.58%, which Taylor Devices falls below.

Who owns the most shares of Taylor Devices?

Taylor Devices’s largest shareholders are Vanguard group (151.87K shares, 4.83%), Oppenheimer & close (125.59K shares, 3.99%), and Janney montgomery scott (122.62K shares, 3.90%). Together, they hold 12.72% of Taylor Devices’s total shares outstanding.

Does Blackrock own Taylor Devices?

Yes, BlackRock owns 3.67% of Taylor Devices, totaling 113.62K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 5.11M$. In the last quarter, BlackRock increased its holdings by 100.6K shares, a 772.89% change.

Who is Taylor Devices’s biggest shareholder by percentage of total assets invested?

Oppenheimer & close is Taylor Devices’s biggest shareholder by percentage of total assets invested, with 4.16% of its assets in 125.59K Taylor Devices shares, valued at 6.16M$.

Who is the top mutual fund holder of Taylor Devices shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Taylor Devices shares, with 3.06% of its total shares outstanding invested in 96.36K Taylor Devices shares.

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