Taylor Devices

TAYD • NASDAQ

Taylor Devices is a industrial - machinery company in the industrials sector on NASDAQ, led by Timothy J. Sopko, with a market cap of $171.5M. As of Q3 2025, 33% of shares are held by 51 institutional investors, with VANGUARD GROUP INC as the largest holder at 4.83%.

CEOTimothy J. Sopko

Market Cap$171.5M

Industrial - Machinery

Industrials

Employees125.0

Websitetaylordevices.com

Country

United States of America

Overview

Overview of institutional ownership in TAYD as of Q3 2025 with a market cap of $154.4M

All Institutions

Institutions: 51
Value Held: $51.2M
Shares Held: 1.0M
Avg Position: $1.0M
Median Position: $274.4K

Hedge Funds

Hedge Funds: 6
Value Held: $4.8M
Shares Held: 97.3K
Avg Position: $795.8K
Median Position: $444.3K

Ownership Breakdown

Institutional (non-HF)

30.1%

$46.5M

Hedge Funds

3.09%

$4.8M

Retail & Other

66.81%

$103.2M

Based on market cap of $154.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in TAYD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$7.5M 0.00% of portfolio	4.83% 151.9K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
O Oppenheimer & Close, LLC Institution	-	$6.2M 4.10% of portfolio	3.99% 125.6K shares	Q2 2021 Held for 4y 5m	$150.2M
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$6.0M 0.02% of portfolio	3.90% 122.6K shares	≤ Q2 2013 Held for 12y 5m+	$40.0B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$4.9M 0.00% of portfolio	3.19% 100.3K shares	Q2 2025 Held for 5 months	$433.11B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$3.4M 0.00% of portfolio	2.20% 69.3K shares	Q3 2022 Held for 3y 2m	$466.32B
C COURIER CAPITAL CORP RIA/Wealth	James Edward Iglewski President	$2.6M 0.15% of portfolio	1.69% 53.2K shares	Q2 2018 Held for 7y 5m	$1.7B
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	$2.5M 0.15% of portfolio	1.63% 51.3K shares	Q4 2023 Held for 1y 11m	$1.7B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$2.1M 0.00% of portfolio	1.38% 43.5K shares	Q3 2015 Held for 10y 2m	$75.8B
D De Lisle Partners LLP Institution	-	$2.1M 0.26% of portfolio	1.36% 42.9K shares	Q1 2024 Held for 1y 8m	$815.6M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.7M 0.00% of portfolio	1.12% 35.3K shares	Q1 2023 Held for 2y 8m	$1.57T

Net Capital Flow

Institutional buying and selling activity for TAYD in Q3 2025

Traded: −$365.2K
Buyers: 25
Sellers: 32
Total Bought: +$3.8M
Total Sold: −$4.2M
Avg Position: $800.8K

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$742.3K +15.1K shares	$742.3K 15.1K shares
M MARTIN & CO INC /TN/ RIA/Wealth	+$427.7K +8.7K shares	$1.4M 27.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$334.9K +6.8K shares	$334.9K 6.8K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	+$292.5K +6.0K shares	$292.5K 6.0K shares
L LPL Financial LLC Institution	+$250.8K +5.1K shares	$250.8K 5.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$217.4K +4.4K shares	$323.1K 6.6K shares
Q Qube Research & Technologies Ltd Institution	+$214.0K +4.4K shares	$214.0K 4.4K shares
GOLDMAN SACHS GROUP INC Institution	+$213.6K +4.4K shares	$213.6K 4.4K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$211.4K +4.3K shares	$1.3M 25.6K shares
Q Quadrature Capital Ltd Institution	+$209.5K +4.3K shares	$209.5K 4.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
HENDERSON GROUP PLC Institution	−$1.0M −23.2K shares	Sold Off 0 shares
FIRST TRUST ADVISORS LP ETF Provider	−$439.5K −10.1K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$386.8K −7.9K shares	$553.7K 11.3K shares
Y Y-Intercept Ltd Institution	−$304.3K −7.0K shares	Sold Off 0 shares
D D. E. Shaw & Co., Inc. Institution	−$255.1K −5.9K shares	Sold Off 0 shares
Comprehensive Portfolio Management, LLC RIA/Wealth	−$249.5K −5.7K shares	Sold Off 0 shares
B Brevan Howard Capital Management LP Institution	−$245.8K −5.7K shares	Sold Off 0 shares
R RBF Capital, LLC Institution	−$196.2K −4.0K shares	$1.0M 21.0K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	−$195.8K −4.0K shares	$274.4K 5.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$147.2K −3.0K shares	$2.1M 43.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TAYD in Q3 2025

New Positions: 7
New Value: $720.4K
Exited Positions: 13
Exited Value: $2.9M

New Positions

Institution	Position Value
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	$292.5K 6.0K shares
Q Quadrature Capital Ltd Institution	$209.5K 4.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$205.3K 4.2K shares
WHITTIER TRUST CO RIA/Wealth	$7.4K 174.0 shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$3.7K 75.0 shares
O Optiver Holding B.V. Institution	$1.9K 38.0 shares
SRS Capital Advisors, Inc. RIA/Wealth	$294.0 6.0 shares

Exited Positions

Institution	Previous Position
HENDERSON GROUP PLC Institution	$1.0M 23.2K shares
FIRST TRUST ADVISORS LP ETF Provider	$439.5K 10.1K shares
Y Y-Intercept Ltd Institution	$304.3K 7.0K shares
D D. E. Shaw & Co., Inc. Institution	$255.1K 5.9K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	$249.5K 5.7K shares
B Brevan Howard Capital Management LP Institution	$245.8K 5.7K shares
Aster Capital Management Ltd RIA/Wealth	$127.2K 2.9K shares
C Cubist Systematic Strategies, LLC Institution	$126.2K 2.9K shares
P Point72 Asia Pte. Ltd. Institution	$83.8K 1.9K shares
T Tower Research Capital LLC Institution	$44.0K 1.0K shares

Options Activity

Institutions with the largest Call and Put options positions in TAYD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with TAYD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
O Oppenheimer & Close, LLC Institution	-	4.10% $6.2M	3.99% 125.6K shares	Q2 2021 Held for 4y 5m	$150.2M
D De Lisle Partners LLP Institution	-	0.26% $2.1M	1.36% 42.9K shares	Q1 2024 Held for 1y 8m	$815.6M
M MARTIN & CO INC /TN/ RIA/Wealth	Michael Wright Holt CEO	0.24% $1.4M	0.87% 27.5K shares	Q2 2025 Held for 5 months	$561.9M
PERRITT CAPITAL MANAGEMENT INC Long Only Manager	Mark J Buh President	0.16% $343.4K	0.22% 7.0K shares	Q3 2018 Held for 7y 2m	$211.0M
C COURIER CAPITAL CORP RIA/Wealth	James Edward Iglewski President	0.15% $2.6M	1.69% 53.2K shares	Q2 2018 Held for 7y 5m	$1.7B
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	0.15% $2.5M	1.63% 51.3K shares	Q4 2023 Held for 1y 11m	$1.7B
E ELKHORN PARTNERS LIMITED PARTNERSHIP Institution	-	0.06% $83.4K	0.05% 1.7K shares	≤ Q2 2013 Held for 12y 5m+	$147.3M
R RBF Capital, LLC Institution	-	0.05% $1.0M	0.67% 21.0K shares	Q2 2025 Held for 5 months	$2.2B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.03% $292.5K	0.19% 6.0K shares	Q3 2025 Held for 2 months	$1.1B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	0.02% $6.0M	3.90% 122.6K shares	≤ Q2 2013 Held for 12y 5m+	$40.0B