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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $250K–$500K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-12-02Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 11-26 +6d$1K–$15K
2021-09-02Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 08-18 +15d$1K–$15K
2021-07-04Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 06-21 +13d$1K–$15K
2021-06-07Donald S. Beyer, Jr. D–VA-8Sale · JT (jointly owned)Traded 05-07 +31d$1K–$15K
2020-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-19 +26d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
251HARBOUR INVESTMENTS, INC.$01
252Atlantic Union Bankshares Corp$01
253COMERICA BANK$01
254AMALGAMATED BANK$01
255MARTINGALE ASSET MANAGEMENT L P$01
256VIRGINIA RETIREMENT SYSTEMS ET Al$01
257ORACLE INVESTMENT MANAGEMENT INC$01
258CIBC WORLD MARKETS CORP$01
259BRAVE ASSET MANAGEMENT INC$01
260HUSSMAN STRATEGIC ADVISORS, INC.$01
261LAZARD ASSET MANAGEMENT LLC$01
262TANG CAPITAL MANAGEMENT LLC$01
263MILLENNIUM MANAGEMENT LLC$01
264NATIXIS$01
265CIBC Private Wealth Group LLC$01
266Graham Capital Management, L.P.$01
267OXFORD ASSET MANAGEMENT LLP$01
268IMC-Chicago, LLC$01
269DekaBank Deutsche Girozentrale$01
270TWO SIGMA ADVISERS, LP$01
271Virtu Financial LLC$01
272MIRABELLA FINANCIAL SERVICES LLP$01
273Modera Wealth Management, LLC$01
274VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
275Alpine Global Management, LLC$01
276Arete Wealth Advisors, LLC$01
277Caprock Group, LLC$01
278MV CAPITAL MANAGEMENT, INC.$01
279Quadrature Capital Ltd$01
280Union Square Park Capital Management, LLC$01
281McIlrath & Eck, LLC$01
282DV Trading LLC$01
283Shay Capital LLC$01
284Bridgefront Capital, LLC$01
285Global Retirement Partners, LLC$01
286One68 Global Capital, LLC$01
287TWINBEECH CAPITAL LP$01
288Cinctive Capital Management LP$01
289Banque Cantonale Vaudoise$01
290DCF Advisers, LLC$01
291N.E.W. Advisory Services LLC$01
292Aquatic Capital Management LLC$01
293SHP Wealth Management$01
294HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$01
295Navalign, LLC$01
296Impact Investors, Inc$01
297Kestra Advisory Services, LLC$01
298Jackson Creek Investment Advisors LLC$01
299Vermillion & White Wealth Management Group, LLC$01
300AlphaQuest LLC$01
301SJS Investment Consulting Inc.$01
302PharVision Advisers, LLC$01
303SageView Advisory Group, LLC$01
304Strengthening Families & Communities, LLC$01
305Cape Investment Advisory, Inc.$01
306Dunhill Financial, LLC$01
307Quarry LP$01
308DiNuzzo Private Wealth, Inc.$01
309Concurrent Investment Advisors, LLC$01
310Smartleaf Asset Management LLC$01
311Scientech Research LLC$01
312RAELIPSKIE PARTNERSHIP$01
313Havemeyer Place LP$01
314Wealth Watch Advisors, INC$01
315Aster Capital Management (DIFC) Ltd$01
316Rialto Wealth Management, LLC$01
317Pacific Point Advisors, LLC$01
318Wealth Management Associates, Inc.$01
319HFM Investment Advisors, LLC$01
320OPTIMA CAPITAL LLC$01
321Purpose Unlimited Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 321 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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