Public record / Tickers / TDOC

TDOC — Teladoc Health, Inc.†

Both disclosure regimes on one name: who in Congress filed about TDOC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
26
all PTR rows naming TDOC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-02
filed 2021-12-02
13F holders
321
top-321 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $250K–$500K

SELL · traded 2019-06-19 → filed 2019-06-21. Ranked over every TDOC row by the provable lower bound, never a point estimate.

No member disclosed TDOC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated TDOC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TDOC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TDOC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-12-02Donald S. Beyer, Jr. D–VA-8SELL JT (jointly owned)Traded 11-26 +6d$1K–$15K
2021-09-02Donald S. Beyer, Jr. D–VA-8SELL JT (jointly owned)Traded 08-18 +15d$1K–$15K
2021-07-04Donald S. Beyer, Jr. D–VA-8SELL JT (jointly owned)Traded 06-21 +13d$1K–$15K
2021-06-07Donald S. Beyer, Jr. D–VA-8SELL JT (jointly owned)Traded 05-07 +31d$1K–$15K
2020-12-15Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 11-19 +26d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 26 ↗

Members active in TDOC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed TDOC in the trailing 12 months.

Congress ↔ notable managers · TDOC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Moore Capital Management $2.2M held
Trimming
1 Bridgewater Associates $64.0K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TELADOC HEALTH INC

Merged timeline of congressional filings and notable-manager moves on TDOC
DateWhoChangeSize
2026-05-15Moore Capital Management 13FADD+158,110 sh
2026-05-15Bridgewater Associates 13FTRIM−622,739 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of TDOC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$79.6M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$67.0M1
3RENAISSANCE TECHNOLOGIES LLC$44.1M1
4VANGUARD CAPITAL MANAGEMENT LLC$42.8M1
5Point72 Asset Management, L.P.$42.1M1
6DIMENSIONAL FUND ADVISORS LP$34.3M1
7Allianz Asset Management GmbH$26.1M1
8STATE STREET CORP$23.8M1
9Voss Capital, LP$22.9M1
10GEODE CAPITAL MANAGEMENT, LLC$22.8M1
11Monaco Asset Management SAM$22.0M1
12AMERICAN CENTURY COMPANIES INC$18.8M1
13Pale Fire Capital SE$18.5M1
14JUPITER ASSET MANAGEMENT LTD$16.9M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$16.6M1
16Man Group plc$16.5M1
17Quantinno Capital Management LP$14.3M1
18AMERIPRISE FINANCIAL INC$9.9M1
19NORTHERN TRUST CORP$9.8M1
20UBS Group AG$9.4M1
21FEDERATED HERMES, INC.$9.3M1
22BANK OF AMERICA CORP /DE/$8.7M1
23Freestone Grove Partners LP$8.2M1
24MORGAN STANLEY$7.3M1
25VANGUARD FIDUCIARY TRUST CO$6.4M1
26BRIDGEWAY CAPITAL MANAGEMENT, LLC$6.3M1
27AQR CAPITAL MANAGEMENT LLC$5.3M1
28SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.8M1
29Trexquant Investment LP$4.7M1
30PRINCIPAL FINANCIAL GROUP INC$3.9M1
31D. E. Shaw & Co., Inc.$3.7M1
32ALLIANCEBERNSTEIN L.P.$3.5M1
33Empowered Funds, LLC$3.5M1
34OP Asset Management Ltd$3.5M1
35FRANKLIN RESOURCES INC$3.4M1
36Bank of New York Mellon Corp$3.3M1
37CITADEL ADVISORS LLC$3.2M1
38Nuveen, LLC$2.9M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.6M1
40Soviero Asset Management, LP$2.4M1
41Universal- Beteiligungs- und Servicegesellschaft mbH$2.2M1
42MOORE CAPITAL MANAGEMENT, LP$2.2M1
43VOYA INVESTMENT MANAGEMENT LLC$2.1M1
44DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.0M1
45IEQ CAPITAL, LLC$2.0M1
46Tejara Capital Ltd$1.9M1
47FIRST TRUST ADVISORS LP$1.9M1
48Swiss National Bank$1.9M1
49Engineers Gate Manager LP$1.9M1
50SIMPLEX TRADING, LLC$1.8M1
51Invesco Ltd.$1.6M1
52MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.5M1
53WELLS FARGO & COMPANY/MN$1.5M1
54Corient Private Wealth LLC$1.5M1
55Allspring Global Investments Holdings, LLC$1.5M1
56Janus Henderson Group Ltd.$1.4M1
57Mitsubishi UFJ Trust & Banking Corp$1.4M1
58Brevan Howard Capital Management LP$1.3M1
59Round Rock Advisors LLC$1.3M1
60Walleye Trading LLC$1.3M1
61RHUMBLINE ADVISERS$1.2M1
62Summit Trail Advisors, LLC$1.2M1
63GROUP ONE TRADING LLC$1.2M1
64MACKENZIE FINANCIAL CORP$1.1M1
65Creative Planning$1.0M1
66OPPENHEIMER & CO INC$996K1
67BARCLAYS PLC$976K1
68DEUTSCHE BANK AG\$931K1
69Robeco Institutional Asset Management B.V.$893K1
70JENNISON ASSOCIATES LLC$866K1
71Legal & General Group Plc$864K1
72MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$832K1
73VANGUARD ASSET MANAGEMENT, Ltd$827K1
74Atom Investors LP$819K1
75Vanguard Global Advisers, LLC$778K1
76TWO SIGMA INVESTMENTS, LP$758K1
77Walleye Capital LLC$669K1
78Leonteq Securities AG$604K1
79CHIRON CAPITAL MANAGEMENT, LLC$599K1
80MANGROVE PARTNERS IM, LLC$569K1
81Vontobel Holding Ltd.$566K1
82Counterpoint Mutual Funds LLC$561K1
83COMMONWEALTH EQUITY SERVICES, LLC$557K1
84State of Wyoming$515K1
85LPL Financial LLC$499K1
86MetLife Investment Management, LLC$491K1
87BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$479K1
88BALYASNY ASSET MANAGEMENT L.P.$472K1
89Quantbot Technologies LP$469K1
90ROYAL BANK OF CANADA$465K1
91Diametric Capital, LP$409K1
92CastleKnight Management LP$361K1
93Vinva Investment Management Ltd$345K1
94PRELUDE CAPITAL MANAGEMENT, LLC$344K1
95PEAK6 LLC$342K1
96SummitTX Capital, L.P.$339K1
97EQUITABLE TRUST CO$331K1
98Marex Group Ltd$312K1
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$294K1
100Calamos Advisors LLC$282K1
101Calamos Wealth Management LLC$282K1
102NEW YORK STATE COMMON RETIREMENT FUND$281K1
103Arizona State Retirement System$265K1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$262K1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$256K1
106XTX Topco Ltd$253K1
107MERCER GLOBAL ADVISORS INC /ADV$252K1
108NOMURA HOLDINGS INC$248K1
109WINTON GROUP Ltd$246K1
110Zurcher Kantonalbank (Zurich Cantonalbank)$245K1
111Vanguard Investments Australia, Ltd.$233K1
112CWM, LLC$225K1
113Vanguard Personalized Indexing Management, LLC$215K1
114INTECH INVESTMENT MANAGEMENT LLC$213K1
115KLP KAPITALFORVALTNING AS$205K1
116EVERGREEN CAPITAL MANAGEMENT LLC$198K1
117EntryPoint Capital, LLC$198K1
118Polymer Capital Management (US) LLC$194K1
119Verition Fund Management LLC$193K1
120CANADA PENSION PLAN INVESTMENT BOARD$190K1
121Arax Advisory Partners$188K1
122RAYMOND JAMES FINANCIAL INC$187K1
123Pictet Asset Management Holding SA$182K1
124CITIGROUP INC$176K1
125FMR LLC$164K1
126HSBC HOLDINGS PLC$162K1
127Formidable Asset Management, LLC$154K1
128PRUDENTIAL FINANCIAL INC$152K1
129GC Wealth Management RIA, LLC$149K1
130Krane Funds Advisors LLC$146K1
131ProShare Advisors LLC$141K1
132SBI Securities Co., Ltd.$140K1
133JANE STREET GROUP, LLC$135K1
134OSAIC HOLDINGS, INC.$135K1
135SEI INVESTMENTS CO$130K1
136Focus Partners Wealth$127K1
137Stelac Advisory Services LLC$114K1
138Centiva Capital, LP$109K1
139VICTORY CAPITAL MANAGEMENT INC$109K1
140Bayforest Capital Ltd$108K1
141ExodusPoint Capital Management, LP$107K1
142Westside Investment Management, Inc.$106K1
143Federation des caisses Desjardins du Quebec$104K1
144STATE OF WISCONSIN INVESTMENT BOARD$98.9K1
145M&T BANK CORP$95.1K1
146Headlands Technologies LLC$94.9K1
147COMMERCE BANK$91.6K1
148Kera Capital Partners, Inc.$90.0K1
149XPONANCE LLC$87.5K1
150MISSION WEALTH MANAGEMENT, LP$87.1K1
151Jefferies Financial Group Inc.$81.8K1
152LEVIN CAPITAL STRATEGIES, L.P.$81.8K1
153Ameritas Investment Partners, Inc.$80.1K1
154Abel Hall, LLC$79.5K1
155HighTower Advisors, LLC$75.8K1
156HUB Investment Partners, LLC$75.5K1
157Pallas Capital Advisors LLC$74.9K1
158FOX RUN MANAGEMENT, L.L.C.$72.9K1
159Ensign Peak Advisors, Inc$71.3K1
160Tower Research Capital LLC (TRC)$67.8K1
161Swiss Life Asset Management Ltd$65.8K1
162Bridgewater Associates, LP$64.0K1
163Cresset Asset Management, LLC$60.9K1
164AIGEN INVESTMENT MANAGEMENT, LP$60.8K1
165Sterling Capital Management LLC$60.3K1
166Cetera Investment Advisers$58.4K1
167Waldron Private Wealth LLC$57.5K1
168CIBC Bancorp USA Inc.$56.7K1
169Vident Advisory, LLC$54.7K1
170AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$54.5K1
171Rockefeller Capital Management L.P.$44.0K1
172SIGNATUREFD, LLC$40.9K1
173NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.6K1
174NOMURA ASSET MANAGEMENT CO LTD$34.9K1
175MAI Capital Management$34.6K1
176MONTAG A & ASSOCIATES INC$31.3K1
177PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$26.5K1
178Allworth Financial LP$25.5K1
179US BANCORP \DE\$22.6K1
180NATIONAL BANK OF CANADA /FI/$20.7K1
181Twin Lakes Capital Management, LLC$16.6K1
182BNP Paribas Asset Management Holding S.A.$15.1K1
183Pinnacle Wealth Planning Services, Inc.$14.7K1
184EDMOND DE ROTHSCHILD HOLDING S.A.$14.1K1
185Caption Management, LLC$13.3K1
186NISA INVESTMENT ADVISORS, LLC$12.1K1
187EFG International AG$11.8K1
188Clearstead Advisors, LLC$11.4K1
189BLAIR WILLIAM & CO/IL$8.4K1
190True Wealth Design, LLC$8.1K1
191Larson Financial Group LLC$7.9K1
192Mitsubishi UFJ Asset Management Co., Ltd.$7.5K1
193INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$7.4K1
194TD Capital Management LLC$5.5K1
195ALLIANZ SE$5.2K1
196FIFTH THIRD BANCORP$5.2K1
197SALEM INVESTMENT COUNSELORS INC$4.1K1
198QUADRANT CAPITAL GROUP LLC$3.5K1
199Compagnie Lombard Odier SCmA$3.4K1
200DANSKE BANK A/S$3.3K1
201Physician Wealth Advisors, Inc.$2.7K1
202Caitong International Asset Management Co., Ltd$2.5K1
203Wilmington Savings Fund Society, FSB$2.2K1
204SITTNER & NELSON, LLC$2.2K1
205FINANCIAL CONSULATE, INC$2.0K1
206Nemes Rush Group LLC$2.0K1
207Plato Investment Management Ltd$1.9K1
208ACADIAN ASSET MANAGEMENT LLC$1.6K1
209Steward Partners Investment Advisory, LLC$1.4K1
210TD Waterhouse Canada Inc.$1.4K1
211Hilton Head Capital Partners, LLC$1.3K1
212Vanguard National Trust Co$1.2K1
213ELEVATION WEALTH PARTNERS, LLC$8941
214Banque Transatlantique SA$8791
215Dogwood Wealth Management LLC$7681
216Blue Trust, Inc.$7521
217Parkside Financial Bank & Trust$6821
218ALGERT GLOBAL LLC$5961
219Bell Investment Advisors, Inc$5891
220BANK HAPOALIM BM$4591
221Financial Perspectives, Inc$4581
222Winch Advisory Services, LLC$3381
223Pacifica Partners Inc.$3271
224Rachor Investment Advisory Services, LLC$2731
225Glen Eagle Advisors, LLC$2731
226BARRETT & COMPANY, INC.$1641
227Missouri Trust & Investment Co$1361
228GHP Investment Advisors, Inc.$1311
229AMERIFLEX GROUP, INC.$1251
230Citizens National Bank Trust Department$1091
231PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1051
232Private Wealth Management Group, LLC$931
233CANADA LIFE ASSURANCE Co$881
234Tradewinds Capital Management, LLC$821
235Paladin Partners, LLC$761
236Asset Dedication, LLC$661
237New England Capital Financial Advisors LLC$551
238EVOLUTION WEALTH MANAGEMENT INC.$551
239Smallwood Wealth Investment Management, LLC$541
240State of Alaska, Department of Revenue$531
241KBC Group NV$521
242VAN ECK ASSOCIATES CORP$481
243SOUTHERN MICHIGAN BANK & TRUST$441
244SWAN Capital LLC$441
245MATHER GROUP, LLC.$271
246EASTERN BANK$111
247Capital Advisors, Ltd. LLC$21
248Capital Analysts, LLC$11
249Avion Wealth$01
250VANGUARD GROUP INC— value not disclosed1
251HARBOUR INVESTMENTS, INC.— value not disclosed1
252Atlantic Union Bankshares Corp— value not disclosed1
253COMERICA BANK— value not disclosed1
254AMALGAMATED BANK— value not disclosed1
255MARTINGALE ASSET MANAGEMENT L P— value not disclosed1
256VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
257ORACLE INVESTMENT MANAGEMENT INC— value not disclosed1
258CIBC WORLD MARKETS CORP— value not disclosed1
259BRAVE ASSET MANAGEMENT INC— value not disclosed1
260HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
261LAZARD ASSET MANAGEMENT LLC— value not disclosed1
262TANG CAPITAL MANAGEMENT LLC— value not disclosed1
263MILLENNIUM MANAGEMENT LLC— value not disclosed1
264NATIXIS— value not disclosed1
265CIBC Private Wealth Group LLC— value not disclosed1
266Graham Capital Management, L.P.— value not disclosed1
267OXFORD ASSET MANAGEMENT LLP— value not disclosed1
268IMC-Chicago, LLC— value not disclosed1
269DekaBank Deutsche Girozentrale— value not disclosed1
270TWO SIGMA ADVISERS, LP— value not disclosed1
271Virtu Financial LLC— value not disclosed1
272MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
273Modera Wealth Management, LLC— value not disclosed1
274VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
275Alpine Global Management, LLC— value not disclosed1
276Arete Wealth Advisors, LLC— value not disclosed1
277Caprock Group, LLC— value not disclosed1
278MV CAPITAL MANAGEMENT, INC.— value not disclosed1
279Quadrature Capital Ltd— value not disclosed1
280Union Square Park Capital Management, LLC— value not disclosed1
281McIlrath & Eck, LLC— value not disclosed1
282DV Trading LLC— value not disclosed1
283Shay Capital LLC— value not disclosed1
284Bridgefront Capital, LLC— value not disclosed1
285Global Retirement Partners, LLC— value not disclosed1
286One68 Global Capital, LLC— value not disclosed1
287TWINBEECH CAPITAL LP— value not disclosed1
288Cinctive Capital Management LP— value not disclosed1
289Banque Cantonale Vaudoise— value not disclosed1
290DCF Advisers, LLC— value not disclosed1
291N.E.W. Advisory Services LLC— value not disclosed1
292Aquatic Capital Management LLC— value not disclosed1
293SHP Wealth Management— value not disclosed1
294HIMENSION CAPITAL (SINGAPORE) PTE. LTD.— value not disclosed1
295Navalign, LLC— value not disclosed1
296Impact Investors, Inc— value not disclosed1
297Kestra Advisory Services, LLC— value not disclosed1
298Jackson Creek Investment Advisors LLC— value not disclosed1
299Vermillion & White Wealth Management Group, LLC— value not disclosed1
300AlphaQuest LLC— value not disclosed1
301SJS Investment Consulting Inc.— value not disclosed1
302PharVision Advisers, LLC— value not disclosed1
303SageView Advisory Group, LLC— value not disclosed1
304Strengthening Families & Communities, LLC— value not disclosed1
305Cape Investment Advisory, Inc.— value not disclosed1
306Dunhill Financial, LLC— value not disclosed1
307Quarry LP— value not disclosed1
308DiNuzzo Private Wealth, Inc.— value not disclosed1
309Concurrent Investment Advisors, LLC— value not disclosed1
310Smartleaf Asset Management LLC— value not disclosed1
311Scientech Research LLC— value not disclosed1
312RAELIPSKIE PARTNERSHIP— value not disclosed1
313Havemeyer Place LP— value not disclosed1
314Wealth Watch Advisors, INC— value not disclosed1
315Aster Capital Management (DIFC) Ltd— value not disclosed1
316Rialto Wealth Management, LLC— value not disclosed1
317Pacific Point Advisors, LLC— value not disclosed1
318Wealth Management Associates, Inc.— value not disclosed1
319HFM Investment Advisors, LLC— value not disclosed1
320OPTIMA CAPITAL LLC— value not disclosed1
321Purpose Unlimited Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 249 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on TDOC

RETAINED WINDOW · ACTIVE HITS

Zero hits on TDOC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for TDOC · financials and macro

Financials — as filed PLANNED

TDOC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: TDOC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing