TAL
TAL Education Group · Consumer Defensive · Education & Training Services
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -6.1% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +3 | 174.29M | $1.67B | +9 | −5 |
| Q1 2026 | 103 | +2 | 144.56M | $1.64B | +7 | −6 |
| Q4 2025 | 102 | -2 | 183.30M | $2.00B | +1 | −2 |
| Q3 2025 | 17 | +2 | 110.31M | $1.24B | +3 | −2 |
| Q2 2025 | 13 | -4 | 80.60M | $823.48M | — | −4 |
| Q1 2025 | 14 | +5 | 32.79M | $432.88M | +5 | — |
| Q4 2024 | 9 | -4 | 24.41M | $244.47M | — | −4 |
| Q3 2024 | 12 | -1 | 18.73M | $221.47M | +1 | −2 |
| Q2 2024 | 13 | — | 21.87M | $233.17M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 7.27M | — | $72.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Norges Bank ✦ (passive) | 7.25M | -9.5% | $72.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Millennium Management ✦ | 4.40M | +10.4% | $44.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 2.47M | +2.5% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 2.47M | +2.5% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 2.15M | -5.0% | $21.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bridgewater Associates ✦ | 406.83K | -1.1% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 292.48K | -52.7% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 292.48K | -52.7% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 292.48K | -52.7% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 292.48K | -52.7% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 159.72K | +23.7% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 20.68K | -8.5% | $208,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 20.68K | -8.5% | $208,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Coatue Management | $5.15M | was 0.0% |
| AQR Capital Management | $2.44M | was 0.0% |
| Two Sigma Investments | $1.84M | was 0.0% |
| D. E. Shaw & Co. | $968,595 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 222 holders, 226.16M shares, $2.45B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.