SHENANDOAH TELECOMMUNICATION (SHEN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
173
Reporting holders
$605.6M
Reported value
72.3%
Of shares outstanding
0.3%
Held as options
+19
Holder change
Institutions report 40,049,662 shares against 55,364,680 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $106.9M | 7,089,344 | 0.00% | 8q | +1.6%+$1.7M |
| GCM Grosvenor Holdings, LLC | $62.1M | 4,116,050 | 2.68% | 9q | HELD |
| ECP ControlCo, LLC | $52.1M | 3,457,105 | 1.12% | 18q | HELD |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $39.5M | 2,616,797 | 2.06% | 6q | -11.0%-$4.9M |
| DIMENSIONAL FUND ADVISORS LP | $39.4M | 2,613,975 | 0.01% | 31q | +5.8%+$2.2M |
| STATE STREET CORP | $32.4M | 2,149,556 | 0.00% | 31q | +9.7%+$2.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $31.0M | 2,058,869 | 0.00% | 2q | -5.5%-$1.8M |
| AMERICAN CENTURY COMPANIES INC | $21.6M | 1,435,478 | 0.01% | 31q | +21.6%+$3.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $19.6M | 1,298,399 | 0.00% | 31q | +3.5%+$670.4K |
| COOPER INVESTORS PTY LTD | $14.0M | 930,143 | 6.44% | 4q | -0.8%-$108.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13.8M | 912,882 | 0.00% | 2q | +3.5%+$467.8K |
| MILLENNIUM MANAGEMENT LLC | $11.0M | 731,426 | 0.00% | 8q | -38.7%-$7.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.8M | 718,217 | 0.00% | 31q | -8.8%-$1.0M |
| Sixth Street Partners Management Company, L.P. | $10.8M | 718,217 | 0.00% | new | NEW |
| Broad Run Investment Management, LLC | $9.9M | 658,567 | 1.53% | 17q | -25.0%-$3.3M |
| Cerity Partners LLC | $9.8M | 647,035 | 0.01% | 15q | +0.5%+$48.8K |
| ROYCE & ASSOCIATES LP | $9.7M | 643,093 | 0.08% | 5q | +1661.0%+$9.1M |
| NORTHERN TRUST CORP | $7.7M | 513,525 | 0.00% | 31q | +5.6%+$408.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.9M | 393,553 | 0.10% | 5q | +4.2%+$239.6K |
| MORGAN STANLEY | $5.0M | 333,994 | 0.00% | 35q | -15.1%-$899.2K |
| Public Sector Pension Investment Board | $4.8M | 315,458 | 0.01% | 27q | +93.5%+$2.3M |
| VANGUARD FIDUCIARY TRUST CO | $4.6M | 303,280 | 0.00% | 2q | HELD |
| GAMCO INVESTORS, INC. ET AL | $4.1M | 270,000 | 0.04% | 31q | HELD |
| Bank of New York Mellon Corp | $4.0M | 267,990 | 0.00% | 31q | +1.5%+$60.9K |
| Empowered Funds, LLC | $4.0M | 263,553 | 0.02% | 5q | +6.4%+$239.6K |
| GOLDMAN SACHS GROUP INC | $3.9M | 256,018 | 0.00% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $3.3M | 222,010 | 0.00% | 31q | HELD |
| Invesco Ltd. | $3.1M | 204,115 | 0.00% | 31q | -64.9%-$5.7M |
| CITIGROUP INC | $2.7M | 179,254 | 0.00% | 31q | +759.9%+$2.4M |
| Nuveen, LLC | $2.6M | 175,255 | 0.00% | 6q | +65.9%+$1.1M |
| GABELLI FUNDS LLC | $2.6M | 173,330 | 0.02% | 31q | -13.1%-$395.1K |
| FRANKLIN RESOURCES INC | $2.6M | 172,876 | 0.00% | 2q | +61.9%+$996.4K |
| Whitebark Investors LP | $2.5M | 167,153 | 1.95% | 3q | -77.0%-$8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 145,208 | 0.00% | 31q | +12.2%+$238.2K |
| RHUMBLINE ADVISERS | $1.8M | 120,725 | 0.00% | 31q | -14.6%-$311.2K |
| RWA WEALTH PARTNERS, LLC | $1.8M | 119,474 | 0.02% | 11q | HELD |
| GROUP ONE TRADING LLC | $1.6M | options only | 0.00% | new | OPTIONS |
| Legal & General Group Plc | $1.5M | 102,015 | 0.00% | 31q | -3.1%-$48.7K |
| Quantinno Capital Management LP | $1.5M | 101,866 | 0.00% | 5q | +4.5%+$66.8K |
| UBS Group AG | $1.5M | 99,160 | 0.00% | 31q | -10.1%-$167.6K |
| Swiss National Bank | $1.3M | 88,772 | 0.00% | 31q | -3.6%-$49.8K |
| FMR LLC | $1.1M | 75,442 | 0.00% | 31q | +9.2%+$96.2K |
| CITADEL ADVISORS LLC | $1.1M | 75,276 | 0.00% | 9q | -29.2%-$467.6K |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 73,134 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.0M | 69,616 | 0.00% | 31q | -4.5%-$49.1K |
| AMERIPRISE FINANCIAL INC | $1.0M | 69,275 | 0.00% | 31q | -51.7%-$1.1M |
| JPMORGAN CHASE & CO | $998.3K | 63,911 | 0.00% | 31q | +25.6%+$203.5K |
| ALLIANCEBERNSTEIN L.P. | $941.9K | 61,086 | 0.00% | 31q | +41.8%+$277.6K |
| Trexquant Investment LP | $936.2K | 62,085 | 0.01% | new | NEW |
| Jump Financial, LLC | $871.6K | 57,800 | 0.01% | new | NEW |
| Creative Planning | $856.7K | 56,811 | 0.00% | 31q | +3.3%+$27.4K |
| Campbell & CO Investment Adviser LLC | $834.6K | 55,346 | 0.04% | 2q | -39.2%-$538.3K |
| DEUTSCHE BANK AG\ | $808.1K | 53,588 | 0.00% | 34q | +13.2%+$94.5K |
| VICTORY CAPITAL MANAGEMENT INC | $797.3K | 52,869 | 0.00% | new | NEW |
| FIRST TRUST ADVISORS LP | $754.7K | 50,048 | 0.00% | 9q | +4.3%+$31.3K |
| Pathstone Holdings, LLC | $739.8K | 49,056 | 0.00% | 11q | +8.8%+$59.6K |
| PRUDENTIAL FINANCIAL INC | $734.4K | 48,699 | 0.00% | 31q | +1.1%+$7.8K |
| RENAISSANCE TECHNOLOGIES LLC | $723.8K | 48,000 | 0.00% | 31q | -24.8%-$238.3K |
| Susquehanna Portfolio Strategies, LLC | $680.3K | 45,115 | 0.01% | 2q | +92.0%+$326.0K |
| WELLS FARGO & COMPANY/MN | $651.3K | 43,192 | 0.00% | 31q | +7.1%+$43.0K |
| Visionary Wealth Advisors | $641.7K | 42,555 | 0.03% | 27q | HELD |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $628.6K | 41,686 | 0.08% | 27q | HELD |
| Louisiana State Employees Retirement System | $614.6K | 40,300 | 0.00% | 27q | +99.5%+$306.5K |
| LPL Financial LLC | $519.9K | 34,479 | 0.00% | 31q | +2.6%+$13.3K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $519.7K | 34,460 | 0.00% | 7q | -0.7%-$3.8K |
| TWO SIGMA INVESTMENTS, LP | $511.5K | 33,922 | 0.00% | 7q | -89.1%-$4.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $503.5K | 33,388 | 0.00% | 2q | HELD |
| Quantbot Technologies LP | $501.3K | 33,243 | 0.02% | new | NEW |
| BEACON INVESTMENT ADVISORS LLC | $479.6K | 31,806 | 0.15% | 15q | -1.6%-$7.9K |
| Trek Financial, LLC | $450.8K | 29,896 | 0.02% | 20q | HELD |
| MetLife Investment Management, LLC | $442.1K | 29,316 | 0.00% | 32q | +19.2%+$71.4K |
| Cornerstone Advisory, LLC | $424.4K | 28,146 | 0.04% | 9q | -12.4%-$59.9K |
| Russell Investments Group, Ltd. | $420.3K | 27,874 | 0.00% | 8q | +608.0%+$361.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $403.2K | 26,737 | 0.00% | 14q | +31.2%+$95.9K |
| Squarepoint Ops LLC | $365.8K | 24,258 | 0.00% | 5q | -76.6%-$1.2M |
| Graves Light Lenhart Wealth, Inc. | $364.0K | 24,140 | 0.03% | 31q | +11.4%+$37.3K |
| Illinois Municipal Retirement Fund | $360.5K | 23,907 | 0.00% | 12q | +9.1%+$29.9K |
| Numerai GP LLC | $356.6K | 23,650 | 0.03% | 7q | +34.1%+$90.6K |
| Capital Investment Advisory Services, LLC | $354.4K | 23,500 | 0.02% | 7q | -26.6%-$128.2K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $353.1K | 23,415 | 0.00% | 31q | +84.5%+$161.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $350.0K | 23,209 | 0.00% | 9q | -2.6%-$9.3K |
| Schonfeld Strategic Advisors LLC | $341.1K | 22,617 | 0.00% | new | NEW |
| CDC Financial, Inc. | $336.3K | 22,300 | 0.14% | 2q | +67.7%+$135.7K |
| Balyasny Asset Management L.P. | $325.1K | 21,558 | 0.00% | 2q | +19.7%+$53.5K |
| Jupiter Topco LLC | $315.1K | 20,897 | 0.00% | new | FIRST |
| Connor, Clark & Lunn Investment Management Ltd. | $304.8K | 20,215 | 0.00% | 2q | +81.6%+$137.0K |
| Kestra Advisory Services, LLC | $300.6K | 19,933 | 0.00% | 14q | HELD |
| MIRABELLA FINANCIAL SERVICES LLP | $293.8K | 19,485 | 0.03% | new | NEW |
| Vanguard Global Advisers, LLC | $251.9K | 16,703 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $246.0K | 16,310 | 0.00% | 31q | +25.4%+$49.8K |
| Jain Global LLC | $224.7K | 14,900 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $222.1K | 14,728 | 0.00% | 31q | +24.5%+$43.8K |
| Police & Firemen's Retirement System of New Jersey | $211.8K | 14,045 | 0.00% | 7q | HELD |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $209.2K | 13,870 | 0.00% | 31q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $205.6K | 13,634 | 0.00% | 31q | -2.4%-$5.0K |
| Wealthcare Advisory Partners LLC | $200.6K | 13,304 | 0.00% | new | NEW |
| Inscription Capital, LLC | $192.8K | 12,788 | 0.02% | 3q | HELD |
| YOUSIF CAPITAL MANAGEMENT, LLC | $185.2K | 12,280 | 0.00% | 19q | HELD |
| ARIZONA STATE RETIREMENT SYSTEM | $184.1K | 12,207 | 0.00% | 27q | -4.8%-$9.2K |
| INCEPTIONR LLC | $177.7K | 11,787 | 0.04% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Southeastern Asset Management, Inc.with 2 co-filers | 4.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 173 | $605.6M | 40,049,662 | 32 | 58 | 43 | 0.3% |
| Q1 2026 | 154 | $614.4M | 39,847,214 | 24 | 48 | 43 | 0.0% |
| Q4 2025 | 144 | $458.1M | 39,609,185 | 15 | 38 | 62 | 0.1% |
| Q3 2025 | 143 | $522.8M | 38,959,329 | 15 | 45 | 50 | 0.0% |
| Q2 2025 | 148 | $519.5M | 38,007,005 | 22 | 42 | 48 | 0.0% |
| Q1 2025 | 147 | $454.5M | 36,138,199 | 16 | 46 | 46 | 0.0% |
| Q4 2024 | 141 | $457.9M | 35,807,348 | 15 | 55 | 36 | 0.0% |
| Q3 2024 | 140 | $497.2M | 35,231,767 | 19 | 38 | 56 | 0.0% |
| Q2 2024 | 129 | $575.8M | 35,251,463 | 19 | 40 | 49 | 0.0% |
| Q1 2024 | 125 | $544.8M | 31,362,780 | 12 | 32 | 52 | 0.0% |
| Q4 2023 | 123 | $668.7M | 30,941,714 | 14 | 32 | 49 | 0.0% |
| Q3 2023 | 112 | $617.3M | 29,970,794 | 8 | 37 | 46 | 0.0% |
| Q2 2023 | 110 | $601.6M | 30,957,195 | 9 | 39 | 34 | 0.0% |
| Q1 2023 | 105 | $581.6M | 30,598,260 | 9 | 33 | 38 | 0.0% |
| Q4 2022 | 99 | $424.6M | 26,725,841 | 14 | 34 | 31 | 0.0% |
| Q3 2022 | 131 | $508.9M | 29,848,087 | 6 | 49 | 43 | 0.2% |
| Q2 2022 | 149 | $669.5M | 30,103,119 | 19 | 41 | 45 | 0.2% |
| Q1 2022 | 151 | $696.3M | 29,412,744 | 17 | 56 | 45 | 0.4% |
| Q4 2021 | 158 | $721.4M | 27,878,083 | 22 | 43 | 48 | 1.0% |
| Q3 2021 | 141 | $889.3M | 27,708,343 | 19 | 44 | 46 | 1.3% |
| Q2 2021 | 151 | $1.4B | 27,608,853 | 16 | 44 | 53 | 0.9% |
| Q1 2021 | 145 | $1.3B | 27,188,920 | 24 | 38 | 52 | 1.0% |
| Q4 2020 | 153 | $1.2B | 27,222,295 | 12 | 42 | 52 | 0.3% |
| Q3 2020 | 168 | $1.2B | 27,315,158 | 24 | 60 | 43 | 0.2% |
| Q2 2020 | 159 | $1.4B | 28,000,030 | 27 | 44 | 47 | 0.1% |
| Q1 2020 | 152 | $1.4B | 28,035,786 | 17 | 51 | 55 | 0.2% |
| Q4 2019 | 152 | $1.2B | 29,768,427 | 44 | 45 | 40 | 0.1% |
| Q3 2019 | 144 | $794.2M | 24,980,131 | 19 | 42 | 44 | 0.2% |
| Q2 2019 | 156 | $983.4M | 25,300,771 | 19 | 59 | 36 | 0.9% |
| Q1 2019 | 167 | $1.1B | 25,290,297 | 25 | 61 | 48 | 0.8% |
| Q4 2018 | 157 | $1.1B | 25,300,400 | 5 | 2 | 2 | 0.7% |