HolderBook

TERADYNE INC (TER)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

53
Reporting holders
$92.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,380
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

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$42.7M106,4390.28%21q-1.4%-$591.7K
Insight Wealth Strategies, LLC$6.7M16,6580.66%2q+3.0%+$194.0K
Gouws Capital LLC$6.5M16,2233.07%5q+2.1%+$136.3K
Farther Finance Advisors, LLC$4.0M9,8800.03%16q-28.8%-$1.6M
GoalVest Advisory LLC$3.6M8,8900.62%4q+7.9%+$262.2K
Bell Asset Management Ltd$3.1M7,6081.10%newNEW
GAMMA Investing LLC$3.0M7,4490.10%12q+14.3%+$374.4K
CoreCap Advisors, LLC$2.7M6,7910.08%9q-23.0%-$811.8K
DIVERSIFIED MANAGEMENT INC$1.9M4,8060.34%4q+2.3%+$42.5K
Norman Fields, Gottscho Capital Management, LLC$1.9M4,7000.57%31qHELD
Wealth Enhancement Trust Services, Inc.$1.8M4,4440.19%3q+1947.9%+$1.7M
Great Waters Wealth Management$1.6M4,0000.14%16qHELD
Wedmont Private Capital$1.3M3,3200.03%16q+6.9%+$85.7K
Veracity Capital LLC$1.3M3,2880.35%5q-3.0%-$40.9K
Factor Wealth Management LTD$1.2M3,0810.19%8qHELD
Silverleafe Capital Partners, LLC$969.0K2,4170.28%newNEW
Legacy Wealth Asset Management, LLC$777.0K1,9380.17%3q+2.9%+$22.1K
Sound Income Strategies, LLC$713.4K1,7890.03%32q+63.7%+$277.5K
Versant Capital Management, Inc$712.0K1,7760.06%24q+3.4%+$23.7K
ARMSTRONG ADVISORY GROUP, INC$562.5K1,4030.03%16q-29.9%-$240.1K
Acropolis Investment Management, LLC$451.8K1,1270.02%4q-50.0%-$451.8K
Emergent Wealth Advisors, LLC$393.3K9810.21%4qHELD
City Center Advisors, LLC$377.3K9410.29%newNEW
CYPRESS ASSET MANAGEMENT INC/TX$376.9K9400.07%3qHELD
Greenfield Savings Bank$362.0K9030.14%3qHELD
RIVERSEDGE ADVISORS, LLC$342.4K8540.04%3q-13.0%-$51.3K
MassMutual Private Wealth & Trust, FSB$317.1K7910.01%32q-11.8%-$42.5K
Whalen Wealth Management Inc.$313.9K7830.13%newNEW
LifeGoal Investments, LLC$294.3K7340.09%3q-11.2%-$37.3K
Everhart Financial Group, Inc.$290.4K7240.02%3qHELD
Vann Equity Management LLC$278.0K6930.17%2q-33.9%-$142.4K
Valeo Financial Advisors, LLC$242.4K6050.01%newNEW
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$239.8K5980.17%2q+21.8%+$42.9K
Cooper Financial Group$236.1K5890.02%2q-16.0%-$44.9K
Avidian Wealth Enterprises, LLC$219.1K5460.01%2q+19.5%+$35.7K
Central Pacific Bank - Trust Division$146.3K3650.02%newNEW
BURKETT FINANCIAL SERVICES, LLC$44.1K1100.01%newNEW
Coastline Trust Co$30.1K750.00%9qHELD
Grove Bank & Trust$27.3K680.00%16q+17.2%+$4.0K
EASTERN BANK$26.5K660.00%5qHELD
Noble Wealth Management PBC$20.0K500.01%4q-3.8%
Mn Services Vermogensbeheer B.V.$18.3K45,6190.14%11qHELD
ELEVATION WEALTH PARTNERS, LLC$15.2K380.00%3q-46.5%-$13.2K
GK Wealth Management LLC$13.2K330.01%newNEW
AMERICAN NATIONAL BANK & TRUST$12.4K310.00%newNEW
Retirement Wealth Solutions LLC$11.6K290.01%3q+480.0%+$9.6K
Bullock Wealth Management Group$9.1K220.00%2q-68.1%-$19.5K
Marquette Asset Management, LLC$8.0K200.00%5qHELD
Planning Strategies Inc.$5.6K140.00%2q+7.7%
Investors Research Corp$4.0K100.00%3qHELD
Davis Capital Management$2.4K60.00%4q+20.0%
GILPIN WEALTH MANAGEMENT, LLC$2.0K50.00%newNEW
Westwind Capital$1.9K4,6760.44%3q+8.1%
MJT & Associates Financial Advisory Group, Inc.$1.6K40.00%2q-20.0%
CX Institutional$1.3K3,3230.04%12qHELD
TOTH FINANCIAL ADVISORY CORP$1.2K30.00%4q-40.0%
Polaris Financial Partners$1132820.05%newFIRST

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 →

FiledFormFiler % of class
2026-07-3013G/ABlackRock, Inc.11.1%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-15Smith Gregory StephenPresident and CEOSold8,597$2.9M
2026-08-17Smith Gregory StephenPresident and CEOSold4,000$1.7M
2026-06-15Smith Gregory StephenPresident and CEOSold4,000$1.7M
2026-07-15Smith Gregory StephenPresident and CEOSold4,000$1.4M
2026-09-15Smith Gregory StephenPresident and CEOSold4,000$1.4M
2026-08-17MATZ MARILYNDirectorSold1,200$510.0K
2026-06-15MATZ MARILYNDirectorSold1,200$507.6K
2026-07-15MATZ MARILYNDirectorSold1,200$427.6K
2026-05-21Poulin Shannon JohnPresident, Semiconductor TestSold1,008$348.1K
2026-05-15MATZ MARILYNDirectorSold800$271.2K
2026-09-15MATZ MARILYNDirectorSold800$270.3K
2026-05-07Driscoll RyanVP, General Counsel, SecretarySold680$256.8K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202653$92.1M229,6581016160.0%
Q2 20261,433$82.8B161,085,6373244784406.4%
Q1 20261,233$45.5B148,195,3682774043743.9%
Q4 20251,046$30.7B151,597,7372422953154.5%
Q3 2025838$24.1B166,339,1111882572535.1%
Q2 2025730$15.4B162,137,2631012502685.0%
Q1 2025751$13.4B155,691,3661082592443.9%
Q4 2024783$20.8B159,696,527802542493.3%
Q3 2024764$22.8B166,318,893872882322.4%
Q2 2024768$25.6B168,607,3571332472332.2%
Q1 2024689$19.1B167,197,423652342231.0%
Q4 2023717$18.2B165,500,560712092591.3%
Q3 2023688$16.0B155,702,783632332442.2%
Q2 2023693$18.1B159,032,270772312282.3%
Q1 2023668$18.6B171,005,203832252031.0%
Q4 2022652$13.7B155,579,230811962341.2%
Q3 2022638$12.0B156,835,505622162401.4%
Q2 2022657$14.4B157,671,448622242421.9%
Q1 2022726$19.1B159,432,039992722321.4%
Q4 2021747$26.8B159,328,6341112212542.7%
Q3 2021679$17.3B156,626,137502462231.2%
Q2 2021714$21.8B160,167,482892372481.5%
Q1 2021691$19.4B156,743,799942222701.5%
Q4 2020670$20.0B160,808,3111192052231.5%
Q3 2020579$13.0B161,138,751871901971.2%
Q2 2020568$14.0B164,232,6101231651901.1%
Q1 2020490$8.9B161,947,511591531960.8%
Q4 2019510$11.4B164,795,055781371881.1%
Q3 2019463$9.6B164,707,180771261861.0%
Q2 2019427$8.4B171,938,086661351481.3%
Q1 2019414$6.7B166,196,951681021641.5%
Q4 2018381$5.6B175,575,14156112.0%