TAYLOR DEVICES, INC. - Common Stock (TAYD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
TAYD on Nasdaq
Shares outstanding
3,166,660
Price per share
$73.38
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,101,367
Total reported value
$64,369,710
% of total 13F portfolios
0%
Share change
+56,474
Value change
+$3,491,917
Number of holders
52
Price from insider filings
$73.38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TAYLOR DEVICES, INC. - Common Stock (TAYD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Wax Asset Management, LLC 9.4% +14% $20,068,642 +$2,504,855 297,666 +14% Wax Asset Management, LLC 31 Dec 2025
VANGUARD GROUP INC 4.7% -7% $6,455,591 -$464,555 148,746 -6.7% The Vanguard Group 30 Jun 2025

As of 31 Dec 2025, 52 institutional investors reported holding 1,101,367 shares of TAYLOR DEVICES, INC. - Common Stock (TAYD). This represents 35% of the company’s total 3,166,660 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TAYLOR DEVICES, INC. - Common Stock (TAYD) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 4.8% 152,840 +0.64% 0% $8,935,027
Oppenheimer & Close, LLC 4% 125,594 0% 5% $7,342,225
Janney Montgomery Scott LLC 3.8% 119,457 -2.6% 0.02% $6,983,000
AMERIPRISE FINANCIAL INC 3.2% 101,090 +0.84% 0% $5,909,720
DIMENSIONAL FUND ADVISORS LP 2.2% 69,543 +0.31% 0% $4,066,510
COURIER CAPITAL LLC 1.7% 53,221 0% 0.17% $3,111,300
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.6% 51,325 0% 0.18% $3,000,459
MARTIN & CO INC /TN/ 1.4% 45,382 +65% 0.46% $2,653,032
RENAISSANCE TECHNOLOGIES LLC 1.4% 44,162 +1.6% 0% $2,581,711
De Lisle Partners LLP 1.4% 42,876 0% 0.32% $2,487,451
GEODE CAPITAL MANAGEMENT, LLC 1.1% 35,509 +0.73% 0% $2,076,814
AMERICAN CENTURY COMPANIES INC 1.1% 34,815 -1% 0% $2,035,285
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.81% 25,608 0% 0% $1,497,044
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.73% 23,207 +53% 0% $1,356,681
RBF Capital, LLC 0.66% 21,000 0% 0.06% $1,227,660
BlackRock, Inc. 0.51% 16,251 +8.6% 0% $950,034
STATE STREET CORP 0.44% 13,792 0% 0% $806,280
JANE STREET GROUP, LLC 0.35% 11,113 0% $649,666
MORGAN STANLEY 0.35% 11,011 +16% 0% $643,703
683 Capital Management, LLC 0.33% 10,371 0.05% $606,289
CITADEL ADVISORS LLC 0.3% 9,639 +41% 0% $563,496
NORTHERN TRUST CORP 0.3% 9,538 -7% 0% $557,591
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.29% 9,324 +67% 0% $545,081
GSA CAPITAL PARTNERS LLP 0.24% 7,638 +28% 0.04% $447,000
RITHOLTZ WEALTH MANAGEMENT 0.2% 6,374 0.01% $372,624

Institutional Holders of TAYLOR DEVICES, INC. - Common Stock (TAYD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,101,367 $64,369,710 +$3,491,917 $58.46 52
2025 Q3 1,045,007 $51,248,046 -$670,872 $49.06 50
2025 Q2 1,067,152 $46,336,489 -$2,254,967 $43.40 49
2025 Q1 1,124,208 $36,288,517 -$761,015 $32.27 51
2024 Q4 1,142,192 $47,532,980 -$1,293,772 $41.62 53
2024 Q3 1,157,413 $57,644,552 +$6,435,666 $49.92 59
2024 Q2 1,015,770 $45,686,573 +$10,034,625 $44.98 51
2024 Q1 787,086 $39,082,348 +$7,302,440 $49.77 38
2023 Q4 620,272 $13,721,964 +$496,428 $22.13 23
2023 Q3 600,093 $12,791,303 +$338,551 $21.30 24
2023 Q2 582,427 $14,936,567 +$1,976,854 $25.56 23
2023 Q1 507,428 $10,168,919 -$2,320,765 $20.04 23
2022 Q4 629,817 $8,935,997 -$450,460 $14.19 23
2022 Q3 668,940 $6,805,000 +$76,251 $10.18 18
2022 Q2 661,651 $5,736,000 +$322,734 $8.69 18
2022 Q1 624,591 $6,180,000 -$161,949 $9.89 15
2021 Q4 640,947 $6,706,000 +$361,781 $10.40 15
2021 Q3 606,066 $6,822,000 +$360,213 $11.26 15
2021 Q2 573,963 $6,787,000 -$139,534 $11.84 16
2021 Q1 587,444 $6,660,000 +$82,806 $11.35 16
2020 Q4 580,158 $6,070,000 -$718,363 $10.45 16
2020 Q3 630,227 $5,944,000 +$63,371 $9.50 17
2020 Q2 623,659 $6,249,000 +$213,639 $10.00 15
2020 Q1 602,516 $5,163,000 -$91,622 $8.45 15
2019 Q4 639,167 $6,729,040 -$544,642 $10.51 15
2019 Q3 690,987 $7,094,000 +$78,170 $10.25 16
2019 Q2 685,483 $7,339,000 +$91,326 $10.70 16
2019 Q1 676,964 $8,246,000 -$68,953 $12.18 16
2018 Q4 682,656 $8,279,000 +$20,456 $12.19 16
2018 Q3 681,161 $7,791,000 +$1,376,174 $11.43 16
2018 Q2 560,816 $5,740,000 -$355,117 $10.22 14
2018 Q1 592,054 $6,432,000 -$246,394 $10.90 13
2017 Q4 611,837 $8,229,000 +$1,692,189 $13.42 13
2017 Q3 485,685 $5,830,000 +$1,475,409 $12.27 11
2017 Q2 365,468 $4,852,000 -$397,245 $13.15 12
2017 Q1 395,083 $5,438,000 -$30,322 $13.75 14
2016 Q4 401,078 $6,097,000 +$904,677 $15.21 18
2016 Q3 342,015 $6,753,000 -$932,760 $19.74 17
2016 Q2 389,567 $6,937,000 +$2,617,403 $17.81 20
2016 Q1 242,466 $3,590,000 +$95,773 $14.85 14
2015 Q4 236,928 $3,908,000 +$268,410 $16.47 14
2015 Q3 221,427 $2,847,000 -$138,113 $12.84 13
2015 Q2 232,142 $2,912,264 -$18,013 $12.56 12
2015 Q1 233,650 $2,726,000 +$42,270 $12.04 11
2014 Q4 230,363 $2,423,192 -$16,643 $10.27 11
2014 Q3 230,346 $2,264,501 -$34,068 $9.87 11
2014 Q2 234,227 $2,072,840 +$25,462 $8.83 13
2014 Q1 230,969 $2,071,839 +$184,374 $8.91 12