AT&T INC (T)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
140
Reporting holders
$292.4M
Reported value
0.0%
Calls
0.0%
Puts
-2,561
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | $59.8M | 2,451,253 | 2.63% | 16q | +44.1%+$18.3M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $38.2M | 1,563,654 | 0.46% | 32q | HELD |
| CapWealth Advisors, LLC | $28.4M | 1,165,908 | 2.15% | 32q | +4.3%+$1.2M |
| Sound Income Strategies, LLC | $18.8M | 754,818 | 0.84% | 32q | +19.8%+$3.1M |
| Farther Finance Advisors, LLC | $12.1M | 495,838 | 0.09% | 16q | +29.9%+$2.8M |
| Adams Asset Advisors, LLC | $10.5M | 431,263 | 1.07% | 27q | -0.9%-$95.8K |
| KWMG, LLC | $7.2M | 293,395 | 0.52% | 32q | +3.2%+$224.7K |
| Allen Mooney & Barnes Investment Advisors LLC | $5.5M | 224,300 | 0.81% | 19q | HELD |
| GAMMA Investing LLC | $5.3M | 216,769 | 0.18% | 12q | +13.1%+$611.8K |
| VALLEY WEALTH MANAGERS, INC. | $4.6M | 188,989 | 0.26% | 32q | +3.3%+$146.4K |
| Valeo Financial Advisors, LLC | $3.9M | 158,861 | 0.08% | 32q | +0.8%+$30.4K |
| HF Advisory Group, LLC | $3.8M | 154,318 | 1.12% | 16q | +16.9%+$544.4K |
| Dupree Financial Group, LLC | $3.5M | 144,188 | 1.27% | 12q | +0.6%+$21.2K |
| Wedmont Private Capital | $3.0M | 119,004 | 0.07% | 20q | -1.9%-$55.9K |
| MFG WEALTH MANAGEMENT, INC. | $2.9M | 117,955 | 2.09% | 8q | +12.9%+$328.0K |
| Brown Shipley& Co Ltd | $2.6M | 108,322 | 1.27% | 4q | +1.6%+$42.3K |
| Venture Visionary Partners LLC | $2.5M | 103,269 | 0.07% | 28q | HELD |
| Apella Capital, LLC | $2.3M | 93,013 | 0.03% | 26q | +4.8%+$104.4K |
| BONNESS ENTERPRISES INC | $2.2M | 89,200 | 0.71% | 28q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $2.0M | 83,089 | 0.53% | 12q | +15.1%+$266.5K |
| EASTERN BANK | $2.0M | 80,794 | 0.03% | 32q | -8.1%-$174.3K |
| Investment Partners Asset Management, Inc. | $1.9M | 77,020 | 1.01% | 12q | -3.9%-$75.3K |
| M.E. ALLISON & CO., INC. | $1.8M | 74,854 | 1.02% | 8q | -2.8%-$51.8K |
| Avidian Wealth Enterprises, LLC | $1.8M | 74,381 | 0.05% | 29q | +3.8%+$66.2K |
| CoreCap Advisors, LLC | $1.8M | 73,446 | 0.05% | 19q | +4.3%+$73.2K |
| TrueWealth Advisors, LLC | $1.8M | 72,403 | 0.40% | 24q | +1.6%+$28.1K |
| GoalVest Advisory LLC | $1.6M | 67,424 | 0.28% | 22q | +2.2%+$35.4K |
| Keystone Financial Planning, Inc. | $1.6M | 65,536 | 0.40% | 32q | HELD |
| PARK NATIONAL CORP /OH/ | $1.6M | 64,635 | 0.04% | 32q | +1.3%+$20.0K |
| Dominguez Wealth Management Solutions, Inc. | $1.5M | 62,946 | 0.85% | 16q | HELD |
| Everhart Financial Group, Inc. | $1.5M | 61,782 | 0.09% | 15q | -1.3%-$20.0K |
| Sprinkle Financial Consultants LLC | $1.5M | 61,282 | 0.58% | 7q | -1.9%-$29.5K |
| Atlas Brown,Inc. | $1.5M | 61,240 | 0.39% | 32q | +1.6%+$23.9K |
| BURKETT FINANCIAL SERVICES, LLC | $1.4M | 57,295 | 0.42% | 12q | +2.1%+$29.1K |
| Miller Global Investments, LLC | $1.3M | 53,827 | 1.06% | 4q | HELD |
| Bank & Trust Co | $1.3M | 52,105 | 0.80% | 10q | +0.9%+$10.7K |
| Persium Advisors, LLC | $1.2M | 51,041 | 0.65% | 8q | -43.6%-$964.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.2M | 50,521 | 0.11% | 20q | -3.3%-$42.0K |
| Breakwater Capital Group | $1.2M | 47,503 | 0.14% | 15q | -6.5%-$80.9K |
| First Heartland Consultants, Inc. | $1.1M | 45,061 | 0.07% | 32q | +11.4%+$112.9K |
| AMERICAN NATIONAL BANK & TRUST | $1.1M | 45,005 | 0.10% | 32q | -1.0%-$11.5K |
| HALL LAURIE J TRUSTEE | $1.1M | 44,757 | 0.35% | 30q | -3.4%-$38.9K |
| Parrish Capital LLC | $1.1M | 44,582 | 1.06% | 4q | +2.5%+$26.3K |
| DIVERSIFIED MANAGEMENT INC | $1.0M | 42,611 | 0.18% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $1.0M | 41,859 | 0.08% | 32q | -1.5%-$15.6K |
| Bangor Savings Bank | $971.6K | 39,818 | 0.07% | 18q | -23.1%-$291.1K |
| Castleview Partners, LLC | $969.9K | 39,751 | 0.43% | 21q | +13.4%+$114.8K |
| Taylor & Morgan Wealth Management, LLC | $964.3K | 39,519 | 0.46% | 20q | +0.9%+$8.1K |
| DAVIDSON TRUST CO | $963.4K | 39,482 | 0.38% | 9q | +0.7%+$6.9K |
| SAPIENT CAPITAL LLC | $903.0K | 37,009 | 0.01% | 12q | -49.6%-$887.6K |
| Apeiron RIA LLC | $894.8K | 36,821 | 0.20% | new | NEW |
| Bill Few Associates, Inc. | $886.4K | 36,329 | 0.18% | 20q | HELD |
| ALKEME WEALTH, LLC | $877.4K | 35,958 | 0.33% | 32q | -12.7%-$128.1K |
| Acropolis Investment Management, LLC | $860.9K | 35,281 | 0.03% | 16q | -62.9%-$1.5M |
| Byrne Asset Management LLC | $842.6K | 34,677 | 0.47% | 20q | -0.8%-$6.8K |
| BOS Asset Management, LLC | $832.4K | 34,113 | 0.19% | 16q | +10.9%+$81.5K |
| ROCKLAND TRUST CO | $812.0K | 33,280 | 0.03% | 32q | -1.3%-$10.4K |
| Kaydan Wealth Management, Inc. | $812.0K | 33,278 | 0.28% | 10q | +72.6%+$341.5K |
| Investors Research Corp | $736.7K | 30,193 | 0.13% | 32q | -2.7%-$20.1K |
| Douglas Lane & Associates, LLC | $729.3K | 29,891 | 0.01% | 32q | -3.5%-$26.2K |
| ARMSTRONG ADVISORY GROUP, INC | $721.7K | 29,579 | 0.04% | 16q | -1.0%-$7.5K |
| Capital Advisors Wealth Management, LLC | $715.2K | 29,313 | 0.08% | 16q | -2.7%-$20.2K |
| TOMPKINS FINANCIAL CORP | $713.8K | 29,255 | 0.05% | 31q | -13.9%-$115.2K |
| Greenfield Savings Bank | $711.6K | 29,162 | 0.27% | 13q | -3.3%-$24.1K |
| Versant Capital Management, Inc | $697.6K | 28,591 | 0.06% | 32q | +40.8%+$202.3K |
| MassMutual Private Wealth & Trust, FSB | $675.5K | 27,684 | 0.02% | 32q | -3.2%-$22.2K |
| Bath Savings Trust Co | $660.9K | 27,085 | 0.07% | 32q | -3.8%-$26.4K |
| Balefire, LLC | $622.9K | 25,530 | 0.10% | 6q | -24.4%-$201.3K |
| Cooper Financial Group | $619.6K | 25,395 | 0.05% | 32q | +10.5%+$59.0K |
| Partnership Wealth Management, LLC | $606.5K | 24,858 | 0.43% | 12q | HELD |
| Worth Asset Management, LLC | $538.0K | 22,050 | 0.16% | 12q | +87.4%+$250.9K |
| Crumly & Associates Inc. | $531.5K | 21,784 | 0.09% | 6q | +6.7%+$33.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $523.1K | 21,438 | 0.03% | 15q | HELD |
| Peoples Bank/KS | $522.6K | 21,420 | 0.51% | 13q | -2.6%-$14.2K |
| RIVERSEDGE ADVISORS, LLC | $505.1K | 20,701 | 0.06% | 7q | +75.0%+$216.5K |
| Horrell Capital Management, Inc. | $495.0K | 20,288 | 0.26% | 32q | -4.1%-$21.1K |
| Wealth Science Advisors LLC | $467.4K | 19,157 | 0.20% | 4q | -50.7%-$480.3K |
| Rosenberg Matthew Hamilton | $466.7K | 19,125 | 0.08% | 27q | +43.5%+$141.4K |
| KFA Private Wealth Group, LLC | $463.3K | 18,989 | 0.11% | 9q | +8.0%+$34.4K |
| Boltwood Capital Management | $452.6K | 18,548 | 0.10% | 15q | -3.6%-$17.1K |
| Grove Bank & Trust | $446.8K | 18,313 | 0.04% | 32q | -3.8%-$17.5K |
| Weaver Consulting Group | $436.0K | 17,869 | 0.08% | 31q | +0.7%+$3.1K |
| Vann Equity Management LLC | $413.7K | 16,956 | 0.25% | 3q | +3.0%+$12.0K |
| CHAPIN DAVIS, INC. | $410.1K | 16,806 | 0.08% | 16q | -6.0%-$26.2K |
| Graves Light Lenhart Wealth, Inc. | $407.4K | 16,696 | 0.04% | 32q | -9.4%-$42.3K |
| Freestate Advisors LLC | $405.3K | 16,612 | 0.31% | 9q | HELD |
| Buska Wealth Management, LLC | $399.5K | 16,373 | 0.14% | 11q | -1.1%-$4.6K |
| LAWOOD & CO | $389.3K | 15,953 | 0.27% | 4q | -4.1%-$16.5K |
| Arbor Wealth Advisors LLC | $381.4K | 15,631 | 0.24% | 12q | HELD |
| Gradient Investments LLC | $377.0K | 15,451 | 0.01% | 32q | -36.7%-$218.6K |
| Kessler Investment Group, LLC | $371.2K | 15,215 | 0.18% | 9q | -5.9%-$23.3K |
| CENTRAL BANK & TRUST CO | $369.6K | 15,147 | 0.05% | 32q | -8.2%-$32.9K |
| Bullock Wealth Management Group | $357.3K | 14,705 | 0.15% | 11q | +0.7%+$2.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $347.2K | 14,231 | 0.03% | 32q | -3.6%-$13.1K |
| Successful Portfolios LLC | $340.2K | 14,025 | 0.16% | 32q | -9.5%-$35.5K |
| Hardin Capital Partners, LLC | $337.0K | 13,813 | 0.16% | 10q | -5.8%-$20.7K |
| Stonebridge Financial Group, LLC | $322.3K | 13,209 | 0.02% | 8q | +19.4%+$52.4K |
| Koenig Investment Advisory, LLC | $312.3K | 12,799 | 0.23% | 4q | -3.7%-$11.9K |
| RFG - Bristol Wealth Advisors, LLC | $301.0K | 12,336 | 0.07% | 8q | +13.0%+$34.7K |
| David J Yvars Group | $299.4K | 12,270 | 0.14% | 24q | +2.2%+$6.5K |
Showing the largest 100 of 147 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-08 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-09 | 2026-09-07 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 140 | $292.4M | 11,965,883 | 10 | 56 | 50 | 0.0% |
| Q2 2026 | 2,701 | $107.6B | 5,050,094,352 | 126 | 1,006 | 1,055 | 2.5% |
| Q1 2026 | 2,985 | $139.6B | 4,679,095,517 | 271 | 1,109 | 1,033 | 2.9% |
| Q4 2025 | 2,868 | $118.2B | 4,675,259,513 | 118 | 931 | 1,181 | 1.8% |
| Q3 2025 | 2,879 | $134.6B | 4,680,346,163 | 132 | 1,049 | 1,047 | 2.0% |
| Q2 2025 | 2,901 | $139.4B | 4,710,847,845 | 176 | 1,140 | 996 | 2.3% |
| Q1 2025 | 2,881 | $133.4B | 4,620,359,352 | 308 | 955 | 1,083 | 2.1% |
| Q4 2024 | 2,694 | $105.6B | 4,554,084,731 | 162 | 935 | 942 | 1.9% |
| Q3 2024 | 2,469 | $99.6B | 4,429,638,629 | 167 | 815 | 1,021 | 2.2% |
| Q2 2024 | 2,412 | $84.5B | 4,309,027,307 | 120 | 866 | 1,004 | 2.3% |
| Q1 2024 | 2,429 | $78.8B | 4,359,968,527 | 125 | 878 | 976 | 2.4% |
| Q4 2023 | 2,462 | $73.0B | 4,190,473,022 | 137 | 725 | 1,148 | 3.3% |
| Q3 2023 | 2,306 | $62.5B | 4,023,270,472 | 106 | 766 | 1,142 | 3.0% |
| Q2 2023 | 2,400 | $64.4B | 3,919,602,417 | 141 | 853 | 1,053 | 2.5% |
| Q1 2023 | 2,406 | $79.6B | 4,004,331,478 | 118 | 961 | 873 | 2.7% |
| Q4 2022 | 2,424 | $76.7B | 3,975,391,104 | 148 | 900 | 925 | 4.3% |
| Q3 2022 | 2,316 | $60.7B | 3,785,941,797 | 102 | 955 | 908 | 3.9% |
| Q2 2022 | 2,405 | $85.2B | 3,823,593,079 | 124 | 1,117 | 785 | 5.8% |
| Q1 2022 | 2,509 | $94.5B | 3,807,320,590 | 162 | 1,032 | 957 | 5.0% |
| Q4 2021 | 2,533 | $102.6B | 3,888,287,447 | 112 | 654 | 1,314 | 6.8% |
| Q3 2021 | 2,494 | $107.5B | 3,793,797,335 | 78 | 801 | 1,194 | 4.6% |
| Q2 2021 | 2,571 | $113.7B | 3,770,341,792 | 122 | 918 | 1,159 | 4.5% |
| Q1 2021 | 2,606 | $116.2B | 3,684,922,442 | 112 | 1,045 | 1,061 | 4.0% |
| Q4 2020 | 2,604 | $114.0B | 3,717,400,995 | 94 | 862 | 1,169 | 5.6% |
| Q3 2020 | 2,436 | $110.6B | 3,738,443,824 | 72 | 923 | 1,064 | 3.7% |
| Q2 2020 | 2,485 | $120.0B | 3,848,383,195 | 114 | 957 | 1,038 | 3.2% |
| Q1 2020 | 2,498 | $119.1B | 3,966,564,657 | 91 | 1,037 | 1,007 | 3.0% |
| Q4 2019 | 2,609 | $169.5B | 4,155,995,888 | 89 | 996 | 869 | 4.2% |
| Q3 2019 | 2,383 | $158.1B | 4,020,489,796 | 128 | 1,019 | 838 | 3.8% |
| Q2 2019 | 2,328 | $141.2B | 4,024,852,125 | 83 | 1,034 | 823 | 4.5% |
| Q1 2019 | 2,338 | $127.5B | 3,951,530,146 | 86 | 1,060 | 820 | 2.8% |
| Q4 2018 | 2,345 | $121.7B | 4,122,995,794 | 10 | 38 | 42 | 3.3% |