Shenandoah Telecommunications Co (SHEN) Ownership

12.84 ↑0.06 (0.47%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Shenandoah Telecommunications Co (SHEN), owning a total of 7.2 million shares. Combined, the top 30 institutional holders of SHEN own 63.73% of the company with a total of 34.9 million shares.

In the latest ownership report on December 31st 2024, the top 30 institutional holders increased their combined ownership of SHEN by 714 thousand shares. 12 institutions bought 900,115 total additional shares and increased their ownership by an average of 18.06%. However 6 institutions sold 186,274 total shares and decreased their ownership by an average of 4.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Shenandoah Telecommunications Co increased by a net total of 713,841 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.196%	2.044%	7,238,718	144,961	2024-12-31
Vanguard Group Inc	10.081%	1.248%	5,529,847	68,133	2024-12-31
GCM Grosvenor Holdings, LLC	7.475%	0.000%	4,100,375	0	2024-12-31
Dimensional Fund Advisors, Inc.	4.619%	-2.416%	2,533,961	-62,736	2024-12-31
ECP ControlCo, LLC	4.471%	0.000%	2,452,384	0	2024-12-31
State Street Corp	3.517%	7.284%	1,929,159	130,980	2024-12-31
Geode Capital Management, LLC	2.046%	-0.139%	1,122,557	-1,566	2024-12-31
Davenport & Company LLC	1.846%	16.084%	1,012,685	140,314	2024-12-31
Broad Run Investment Management, LLC	1.702%	-0.807%	933,623	-7,598	2024-12-31
HPM Partners LLC	1.150%	-0.128%	630,921	-808	2024-12-31
Charles Schwab Investment Management Inc	0.957%	-11.532%	525,128	-68,453	2024-12-31
Northern Trust Corp	0.955%	1.335%	523,981	6,904	2024-12-31
Bank of New York Mellon Corp	0.829%	8.275%	454,540	34,740	2024-12-31
American Century Companies Inc	0.790%	12.529%	433,218	48,233	2024-12-31
Goldman Sachs Group Inc	0.760%	27.064%	416,944	88,806	2024-12-31
Morgan Stanley - Brokerage Accounts	0.705%	-10.447%	386,710	-45,113	2024-12-31
Millennium Management LLC	0.552%	28.810%	302,755	67,715	2024-12-31
Amvescap Plc.	0.437%	66.740%	239,856	96,006	2024-12-31
Gamco Investors, Inc. Et Al	0.410%	42.405%	225,000	67,000	2024-12-31
Principal Financial Group Inc	0.406%	2.924%	222,588	6,323	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.196%	2.044%	7,238,718	144,961	2024-12-31
Vanguard Group Inc	10.081%	1.248%	5,529,847	68,133	2024-12-31
GCM Grosvenor Holdings, LLC	7.475%	0.000%	4,100,375	0	2024-12-31
Dimensional Fund Advisors, Inc.	4.619%	-2.416%	2,533,961	-62,736	2024-12-31
ECP ControlCo, LLC	4.471%	0.000%	2,452,384	0	2024-12-31
State Street Corp	3.517%	7.284%	1,929,159	130,980	2024-12-31
State Street Corporation	3.477%	2.861%	1,897,715	52,788	2024-03-31
Geode Capital Management, LLC	2.046%	-0.139%	1,122,557	-1,566	2024-12-31
Davenport & Company LLC	1.846%	16.084%	1,012,685	140,314	2024-12-31
Broad Run Investment Management, LLC	1.702%	-0.807%	933,623	-7,598	2024-12-31
HPM Partners LLC	1.150%	-0.128%	630,921	-808	2024-12-31
Charles Schwab Investment Management Inc	0.957%	-11.532%	525,128	-68,453	2024-12-31
Northern Trust Corp	0.955%	1.335%	523,981	6,904	2024-12-31
Bank of New York Mellon Corp	0.829%	8.275%	454,540	34,740	2024-12-31
American Century Companies Inc	0.790%	12.529%	433,218	48,233	2024-12-31
Goldman Sachs Group Inc	0.760%	27.064%	416,944	88,806	2024-12-31
Morgan Stanley - Brokerage Accounts	0.705%	-10.447%	386,710	-45,113	2024-12-31
JPMorgan Chase & Co	0.564%	-29.664%	307,700	-129,770	2024-09-30
Millennium Management LLC	0.552%	28.810%	302,755	67,715	2024-12-31
Renaissance Technologies Corp	0.465%	-21.021%	254,005	-67,607	2024-09-30
Amvescap Plc.	0.437%	66.740%	239,856	96,006	2024-12-31
Nuveen Asset Management, LLC	0.435%	30.855%	237,708	56,050	2024-09-30
Gamco Investors, Inc. Et Al	0.410%	42.405%	225,000	67,000	2024-12-31
Principal Financial Group Inc	0.406%	2.924%	222,588	6,323	2024-12-31
NORGES BANK	0.402%	-30.119%	219,708	-94,695	2024-06-30
Citadel Advisors Llc	0.339%	223.316%	185,257	127,958	2024-09-30
Ameriprise Financial Inc	0.316%	-9.357%	158,928	-16,406	2023-09-30
Rhumbline Advisers	0.276%	-0.731%	150,439	-1,108	2024-06-30
Gabelli Funds LLC	0.287%	0.000%	144,000	0	2022-12-31
Legal & General Group PLC	0.260%	-0.519%	141,755	-740	2024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Shenandoah Telecommunications Co (SHEN), owning a total of 2.9 million shares. Combined, the top 33 mutual fund holders of SHEN own 38.61% of the company with a total of 20.8 million shares.

In the latest ownership report on February 28th 2025, the top 33 fund holders increased their combined ownership of SHEN by 17 thousand shares. 1 funds bought 3,014 total additional shares and increased their ownership by an average of 0.86%. However 5 funds sold 19,599 total shares and decreased their ownership by an average of 0.45%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Shenandoah Telecommunications Co decreased by a net total of -16,585 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.358%	-0.026%	2,939,159	-756	2025-02-28
iShares Russell 2000 ETF	2.233%	-1.161%	1,224,707	-14,381	2025-02-28
iShares S&P Small-Cap 600 Value ETF	0.942%	0.000%	516,890	0	2025-02-28
iShares Russell 2000 Value ETF	0.820%	-0.752%	450,040	-3,410	2025-02-28
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.755%	-0.110%	414,067	-456	2025-02-28
Avantis US Small Cap Value ETF	0.642%	0.863%	352,420	3,014	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.538%	0.000%	295,221	0	2025-02-28
SPDR® S&P 600 Small Cap Value ETF	0.532%	-0.204%	291,598	-596	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.358%	-0.026%	2,939,159	-756	2025-02-28
Vanguard Total Stock Mkt Idx Inv	2.919%	0.000%	1,600,998	0	2025-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.089%	11.267%	1,552,599	157,215	2023-03-31
Vanguard Small Cap Index	2.412%	0.178%	1,323,197	2,346	2025-01-31
iShares Russell 2000 ETF	2.233%	-1.161%	1,224,707	-14,381	2025-02-28
Davenport Small Cap Focus	1.803%	0.000%	988,855	0	2025-01-31
Hennessy Focus Investor	1.452%	0.000%	796,737	0	2024-12-31
Vanguard Small Cap Growth Index Inv	1.361%	0.018%	746,552	134	2025-01-31
Vanguard Extended Market Index Investor	1.412%	-0.016%	709,533	-115	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.242%	0.043%	681,182	294	2025-01-31
iShares S&P Small-Cap 600 Value ETF	0.942%	0.000%	516,890	0	2025-02-28
Fidelity Small Cap Index	0.903%	0.000%	495,374	0	2024-12-31
Fidelity® Small Cap Index	0.930%	2.857%	467,372	12,982	2023-10-31
DFA US Small Cap Value I	0.827%	3.337%	453,649	14,651	2025-01-31
iShares Russell 2000 Value ETF	0.820%	-0.752%	450,040	-3,410	2025-02-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.820%	-0.142%	447,300	-637	2024-05-30
iShares S&P Small-Cap 600 Growth ETF	0.818%	0.000%	446,742	0	2024-11-30
Vanguard Small Cap Value Index Inv	0.849%	-0.328%	426,954	-1,406	2023-08-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.755%	-0.110%	414,067	-456	2025-02-28
DFA US Micro Cap I	0.657%	0.000%	360,547	0	2025-01-31
Avantis US Small Cap Value ETF	0.642%	0.863%	352,420	3,014	2025-02-28
DFA US Small Cap I	0.622%	0.000%	341,325	0	2025-01-31
Avantis® U.S. Small Cap Value ETF	0.667%	0.000%	335,467	0	2023-07-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.538%	0.000%	295,221	0	2025-02-28
Vanguard Tax-Managed Small Cap Adm	0.534%	-9.892%	292,674	-32,128	2025-01-31
SPDR® S&P 600 Small Cap Value ETF	0.532%	-0.204%	291,598	-596	2025-02-28
Schwab Fundamental U.S. Small CompanyETF	0.513%	0.000%	279,679	0	2024-05-31
Schwab Fundamental US Small Company ETF	0.513%	0.000%	279,679	0	2024-05-31
Fidelity® Extended Market Index	0.538%	1.060%	270,607	2,837	2023-11-30
Broad Run Focus Equity Composite	0.511%	-16.759%	256,775	-51,696	2023-03-31
Fidelity Extended Market Index	0.458%	-1.496%	251,209	-3,816	2025-01-31
SPDR® S&P 600 Small Cap Growth ETF	0.453%	0.000%	247,218	0	2024-11-30
Principal SmallCap S&P 600 Idx SP	0.483%	1.818%	242,767	4,334	2023-02-28