TAL Institutional Ownership
TAL Education Group
1W: -11.8%
1M: -14.1%
3M: -6.2%
YTD: -11.1%
1Y: -19.0%
3Y: +9.3%
5Y: +110.5%
$10.21
-0.03 (-0.29%)
Weekly Expected Move ±6.1%
$9
$10
$10
$11
$11
Credit Risk of going bust: lower than 72% of companies Debt: 6.1% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.06 (down 99.4%), TAL Education Group would be worth roughly what it owes.
Total debt $405.5M against a stock market value of $6.21B.
Distance to default 7.96 (Merton model): prices to 2026-10-27, balance sheet 2026-05-31, debt counted $202.8M (short-term plus half of long-term), stock volatility 44.1%; Altman Z'' 3.97. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $405.5M against a stock market value of $6.21B.
Distance to default 7.96 (Merton model): prices to 2026-10-27, balance sheet 2026-05-31, debt counted $202.8M (short-term plus half of long-term), stock volatility 44.1%; Altman Z'' 3.97. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — TAL
271
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
47
New Positions
70
Increased
131
Reduced
32
Closed
0.78
Put/Call Ratio
Ownership Trends
Top Institutional Holders (293 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 23,137,168 | $236M | -3,699,989 | -13.8% | 8Q | SEC ↗ |
| 2 | UBS AM, a distinct business unit of UB | 20,707,024 | $211M | +20,704,410 | +792058.5% | 3Q | SEC ↗ |
| 3 | Krane Funds Advisors LLC | 17,323,005 | $177M | -1,656,039 | -8.7% | 34Q | SEC ↗ |
| 4 | Robeco Institutional Asset Management | 14,743,438 | $151M | +3,993,360 | +37.1% | 9Q | SEC ↗ |
| 5 | MORGAN STANLEY | 13,396,879 | $137M | +451,328 | +3.5% | 60Q | SEC ↗ |
| 6 | CoreView Capital Management Ltd | 11,221,069 | $115M | +223,904 | +2.0% | 7Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 9,961,984 | $102M | -2,933,396 | -22.7% | 2Q | SEC ↗ |
| 8 | Tiger Pacific Capital LP | 7,977,772 | $81M | — | +0.0% | 20Q | SEC ↗ |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 7,606,512 | $78M | +211,078 | +2.9% | 6Q | SEC ↗ |
| 10 | STATE STREET CORP | 7,527,721 | $77M | -177,799 | -2.3% | 46Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 6,748,256 | $69M | +908,557 | +15.6% | 15Q | SEC ↗ |
| 12 | ACADIAN ASSET MANAGEMENT LLC | 6,563,978 | $67M | -907,918 | -12.2% | 18Q | SEC ↗ |
| 13 | Point72 Asset Management, L.P. | 6,559,258 | $67M | +4,896,147 | +294.4% | 2Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 6,036,304 | $62M | -260,191 | -4.1% | 15Q | SEC ↗ |
| 15 | Connor, Clark & Lunn Investment Manage | 5,203,572 | $53M | +1,772,077 | +51.6% | 24Q | SEC ↗ |
| 16 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 4,862,300 | $50M | +1,672,400 | +52.4% | 2Q | SEC ↗ |
| 17 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | 4,730,377 | $48M | — | +0.0% | 12Q | SEC ↗ |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 4,250,283 | $43M | +1,580,686 | +59.2% | 43Q | SEC ↗ |
| 19 | CAUSEWAY CAPITAL MANAGEMENT LLC | 4,125,430 | $42M | +647,013 | +18.6% | 2Q | SEC ↗ |
| 20 | NORGES BANK NEW | 4,073,516 | $42M | — | +0.0% | 1Q | SEC ↗ |
| 21 | HSBC HOLDINGS PLC | 3,465,692 | $35M | +607,340 | +21.2% | 43Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 2,862,528 | $29M | +2,752,060 | +2491.3% | 58Q | SEC ↗ |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 2,855,263 | $29M | -148,409 | -4.9% | 45Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 2,675,536 | $27M | -837,874 | -23.8% | 2Q | SEC ↗ |
| 25 | E Fund Management Co., Ltd. | 2,625,452 | $27M | +484,932 | +22.7% | 2Q | SEC ↗ |
| 26 | FMR LLC | 2,434,993 | $25M | -591,158 | -19.5% | 18Q | SEC ↗ |
| 27 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 2,310,361 | $24M | -568,039 | -19.7% | 13Q | SEC ↗ |
| 28 | Legal & General Group Plc | 2,268,289 | $23M | -7,193 | -0.3% | 27Q | SEC ↗ |
| 29 | MILLENNIUM MANAGEMENT LLC | 2,193,048 | $22M | +1,153,152 | +110.9% | 12Q | SEC ↗ |
| 30 | NORTHERN TRUST CORP | 2,114,575 | $22M | +262,608 | +14.2% | 43Q | SEC ↗ |
| 31 | Discerene Group LP | 1,354,733 | $14M | — | +0.0% | 20Q | SEC ↗ |
| 32 | BARCLAYS PLC | 1,342,712 | $14M | +23,597 | +1.8% | 43Q | SEC ↗ |
| 33 | VANGUARD ASSET MANAGEMENT, Ltd | 1,268,351 | $13M | -71,426 | -5.3% | 2Q | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 1,210,320 | $12M | +247,324 | +25.7% | 2Q | SEC ↗ |
| 35 | DEUTSCHE BANK AG | 1,170,359 | $12M | -15,946 | -1.3% | 50Q | SEC ↗ |
| 36 | Amundi | 1,169,244 | $12M | -18,480 | -1.6% | 21Q | SEC ↗ |
| 37 | Long Focus Capital Management, LLC | 1,117,300 | $11M | — | +0.0% | 8Q | SEC ↗ |
| 38 | WELLINGTON MANAGEMENT GROUP LLP | 1,096,554 | $11M | +490,836 | +81.0% | 4Q | SEC ↗ |
| 39 | ALLIANCEBERNSTEIN L.P. | 1,045,226 | $11M | +63,302 | +6.4% | 4Q | SEC ↗ |
| 40 | Harvest Fund Management Co., Ltd | 974,529 | $10M | +8,961 | +0.9% | 16Q | SEC ↗ |
| 41 | JUPITER ASSET MANAGEMENT LTD NEW | 912,400 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 42 | UBS Group AG | 874,053 | $9M | -915,700 | -51.2% | 47Q | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 835,733 | $9M | -117,915 | -12.4% | 43Q | SEC ↗ |
| 44 | Yiheng Capital Management, L.P. | 759,240 | $8M | — | +0.0% | 43Q | SEC ↗ |
| 45 | NORDEA INVESTMENT MANAGEMENT AB | 758,226 | $8M | +302,442 | +66.4% | 2Q | SEC ↗ |
| 46 | Caption Management, LLC NEW | 750,696 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 724,377 | $7M | +96,593 | +15.4% | 39Q | SEC ↗ |
| 48 | Nearwater Capital Markets, Ltd | 700,000 | $7M | — | +0.0% | 4Q | SEC ↗ |
| 49 | Fideuram Asset Management (Ireland) da NEW | 670,264 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Swiss National Bank | 646,319 | $7M | -158,700 | -19.7% | 43Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 4,073,516 | $42M |
| JUPITER ASSET MANAGEMENT LTD | 912,400 | $9M |
| Caption Management, LLC | 750,696 | $8M |
| Fideuram Asset Management (Ireland) | 670,264 | $7M |
| PINEBRIDGE INVESTMENTS LLC | 596,958 | $6M |
| Sixth Street Partners Management Co | 379,369 | $4M |
| Y-Intercept (Hong Kong) Ltd | 237,951 | $2M |
| Schonfeld Strategic Advisors LLC | 231,202 | $2M |
| Nykredit A/S | 174,403 | $2M |
| Taikang Asset Management (Hong Kong | 140,000 | $1M |
| Engineers Gate Manager LP | 126,566 | $1M |
| XTX Topco Ltd | 100,813 | $1M |
| LPL Financial LLC | 81,746 | $835K |
| MANGROVE PARTNERS IM, LLC | 75,640 | $772K |
| HRT FINANCIAL LP | 63,131 | $645K |
| Catalyst Funds Management Pty Ltd | 61,098 | $624K |
| CREDIT AGRICOLE S A | 45,429 | $464K |
| Qtron Investments LLC | 43,428 | $443K |
| AQR CAPITAL MANAGEMENT LLC | 28,099 | $287K |
| CI INVESTMENTS INC. | 25,595 | $261K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Greenwoods Asset Management Hong Ko | 2,448,817 | $25M |
| KADENSA CAPITAL Ltd | 742,991 | $8M |
| Oasis Management Co Ltd. | 686,805 | $7M |
| Skandinaviska Enskilda Banken AB (p | 652,021 | $7M |
| Monolith Management Ltd | 543,252 | $6M |
| TB Alternative Assets Ltd. | 400,810 | $4M |
| Pinpoint Asset Management (Singapor | 359,232 | $4M |
| VAN ECK ASSOCIATES CORP | 213,547 | $2M |
| MACKENZIE FINANCIAL CORP | 184,941 | $2M |
| FengHe Fund Management Pte. Ltd. | 161,900 | $2M |
| National Pension Service | 116,953 | $1M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 111,940 | $1M |
| GSA CAPITAL PARTNERS LLP | 110,786 | $1M |
| SIMPLEX TRADING, LLC | 93,939 | $959K |
| Cetera Investment Advisers | 79,143 | $808K |
| OLD MISSION CAPITAL LLC | 76,376 | $780K |
| Havemeyer Place LP | 76,212 | $778K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 57,265 | $585K |
| NewEdge Advisors, LLC | 53,447 | $546K |
| Walleye Capital LLC | 45,855 | $468K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS AM, a distinct business unit of | +20,704,410 | +792058.5% | 20,707,024 |
| Point72 Asset Management, L.P. | +4,896,147 | +294.4% | 6,559,258 |
| Robeco Institutional Asset Manageme | +3,993,360 | +37.1% | 14,743,438 |
| JPMORGAN CHASE & CO | +2,752,060 | +2491.3% | 2,862,528 |
| Connor, Clark & Lunn Investment Man | +1,772,077 | +51.6% | 5,203,572 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | +1,672,400 | +52.4% | 4,862,300 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,580,686 | +59.2% | 4,250,283 |
| MILLENNIUM MANAGEMENT LLC | +1,153,152 | +110.9% | 2,193,048 |
| GOLDMAN SACHS GROUP INC | +908,557 | +15.6% | 6,748,256 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | +647,013 | +18.6% | 4,125,430 |
| HSBC HOLDINGS PLC | +607,340 | +21.2% | 3,465,692 |
| WELLINGTON MANAGEMENT GROUP LLP | +490,836 | +81.0% | 1,096,554 |
| E Fund Management Co., Ltd. | +484,932 | +22.7% | 2,625,452 |
| MORGAN STANLEY | +451,328 | +3.5% | 13,396,879 |
| PRUDENTIAL FINANCIAL INC | +333,200 | +355.2% | 427,000 |
| NORDEA INVESTMENT MANAGEMENT AB | +302,442 | +66.4% | 758,226 |
| NORTHERN TRUST CORP | +262,608 | +14.2% | 2,114,575 |
| Qube Research & Technologies Ltd | +247,324 | +25.7% | 1,210,320 |
| Numerai GP LLC | +247,054 | +435.5% | 303,780 |
| CoreView Capital Management Ltd | +223,904 | +2.0% | 11,221,069 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -3,699,989 | -13.8% | 23,137,168 |
| VANGUARD CAPITAL MANAGEMENT LLC | -2,933,396 | -22.7% | 9,961,984 |
| Krane Funds Advisors LLC | -1,656,039 | -8.7% | 17,323,005 |
| FRANKLIN RESOURCES INC | -1,068,580 | -82.2% | 231,463 |
| NATIONAL BANK OF CANADA /FI | -1,057,900 | -70.2% | 450,000 |
| UBS Group AG | -915,700 | -51.2% | 874,053 |
| ACADIAN ASSET MANAGEMENT LLC | -907,918 | -12.2% | 6,563,978 |
| VANGUARD FIDUCIARY TRUST CO | -837,874 | -23.8% | 2,675,536 |
| Man Group plc | -828,663 | -63.1% | 483,770 |
| SEB Asset Management AB | -761,346 | -66.5% | 382,868 |
| Susquehanna Portfolio Strategies, L | -624,121 | -66.0% | 322,002 |
| FMR LLC | -591,158 | -19.5% | 2,434,993 |
| NOMURA ASSET MANAGEMENT INTERNATION | -576,494 | -96.1% | 23,506 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -568,039 | -19.7% | 2,310,361 |
| Shay Capital LLC | -491,500 | -96.7% | 17,000 |
| CITADEL ADVISORS LLC | -473,951 | -84.0% | 90,031 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -346,720 | -60.8% | 223,195 |
| MARSHALL WACE, LLP | -331,829 | -96.3% | 12,644 |
| Walleye Trading LLC | -319,429 | -74.7% | 108,291 |
| BANK OF AMERICA CORP /DE | -260,191 | -4.1% | 6,036,304 |