Institutional Ownership Teladoc Health, Inc. (TDOC)
This table provides information about the institutional ownership of Teladoc Health, Inc. (TDOC). We have compiled data on the 449 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $955 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
26
shares
|
$179
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
25
shares
|
$172
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
24
shares
|
$165
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
24
shares
|
$165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
23
shares
|
$158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
23
shares
|
$158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
23
shares
|
$158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
21
shares
|
$144
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
20
shares
|
$137
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
15
shares
|
$103
0.0% of portfolio
|
Q4 2023
Reduced 62.5%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
15
shares
|
$103
0.0% of portfolio
|
Q4 2024
Reduced 82.56%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
15
shares
|
$103
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
14
shares
|
$96
0.0% of portfolio
|
Q4 2024
Reduced 65.85%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
14
shares
|
$96
0.0% of portfolio
|
Q1 2022
Reduced 17.65%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13
shares
|
$89
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$89
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10
shares
|
$68
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10
shares
|
$68
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
10
shares
|
$68
0.0% of portfolio
|
Q1 2023
Reduced 23.08%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10
shares
|
$68
0.0% of portfolio
|
Q4 2022
Reduced 69.7%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
10
shares
|
$68
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9
shares
|
$62
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
9
shares
|
$62
0.0% of portfolio
|
Q2 2022
Reduced 43.75%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$55
0.0% of portfolio
|
Q2 2025
Reduced 86.21%
|