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HON · TDG in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HONTDG
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HON
  • TDG
010203040202120222023202420252026
Holders and value by quarter
QuarterHONTDG
Q3 202017 holders, $15.8bn20 holders, $3.5bn
Q4 202023 holders, $19.9bn22 holders, $4.0bn
Q1 202131 holders, $20.6bn15 holders, $3.5bn
Q2 202130 holders, $19.4bn12 holders, $4.2bn
Q3 202128 holders, $17.0bn14 holders, $3.7bn
Q4 202130 holders, $15.4bn17 holders, $1.7bn
Q1 202230 holders, $13.5bn14 holders, $1.7bn
Q2 202225 holders, $12.6bn16 holders, $1.8bn
Q3 202228 holders, $11.8bn15 holders, $2.3bn
Q4 202225 holders, $15.4bn22 holders, $3.5bn
Q1 202337 holders, $14.8bn22 holders, $6.2bn
Q2 202333 holders, $14.5bn17 holders, $7.5bn
Q3 202334 holders, $11.8bn19 holders, $7.6bn
Q4 202322 holders, $12.4bn19 holders, $8.9bn
Q1 202427 holders, $12.1bn22 holders, $11.7bn
Q2 202421 holders, $12.8bn26 holders, $12.3bn
Q3 202423 holders, $11.7bn21 holders, $13.0bn
Q4 202422 holders, $12.4bn17 holders, $11.8bn
Q1 202533 holders, $12.9bn21 holders, $13.0bn
Q2 202533 holders, $14.8bn20 holders, $15.0bn
Q3 202535 holders, $11.4bn12 holders, $13.8bn
Q4 202534 holders, $12.3bn18 holders, $14.1bn
Q1 202627 holders, $15.9bn19 holders, $13.4bn
Q2 202615 holders, $6.7bn15 holders, $14.3bn
HON

Honeywell Intl Inc

Holders
27
Reported value
$12.1bn
Buyers
16
Sellers
12

Breadth +4 among 93 comparable managers.

IndustrialsAerospace and defenceIndustrials and automation · L3VLUP
TDG

Transdigm Group Inc

Holders
22
Reported value
$11.7bn
Buyers
15
Sellers
6

Breadth +9 among 93 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q1 2024

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HON (16)

ARK Investment Management LLC, Brevan Howard Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd

Only TDG (11)

AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Element Capital Management LLC, Fidelity (FMR LLC), Maverick Capital Ltd, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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