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TDY · 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.

TDYTDG
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.
  • TDY
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterTDYTDG
Q3 202012 holders, $2.4bn20 holders, $3.5bn
Q4 20209 holders, $3.1bn22 holders, $4.0bn
Q1 202110 holders, $4.1bn15 holders, $3.5bn
Q2 202117 holders, $4.3bn12 holders, $4.2bn
Q3 202116 holders, $4.5bn14 holders, $3.7bn
Q4 202121 holders, $4.7bn17 holders, $1.7bn
Q1 202216 holders, $5.6bn14 holders, $1.7bn
Q2 202218 holders, $4.7bn16 holders, $1.8bn
Q3 202217 holders, $3.4bn15 holders, $2.3bn
Q4 202215 holders, $4.0bn22 holders, $3.5bn
Q1 202310 holders, $4.4bn22 holders, $6.2bn
Q2 202319 holders, $4.1bn17 holders, $7.5bn
Q3 202313 holders, $3.5bn19 holders, $7.6bn
Q4 202312 holders, $3.6bn19 holders, $8.9bn
Q1 202413 holders, $3.2bn22 holders, $11.7bn
Q2 202411 holders, $2.7bn26 holders, $12.3bn
Q3 202414 holders, $3.4bn21 holders, $13.0bn
Q4 202414 holders, $3.6bn17 holders, $11.8bn
Q1 202513 holders, $3.6bn21 holders, $13.0bn
Q2 202517 holders, $4.1bn20 holders, $15.0bn
Q3 202513 holders, $4.7bn12 holders, $13.8bn
Q4 202518 holders, $4.1bn18 holders, $14.1bn
Q1 202610 holders, $4.8bn19 holders, $13.4bn
Q2 202611 holders, $5.2bn15 holders, $14.3bn
TDY

Teledyne Technologies Inc

Holders
14
Reported value
$3.4bn
Buyers
10
Sellers
4

Breadth +6 among 94 comparable managers.

IndustrialsAerospace and defence
TDG

Transdigm Group Inc

Holders
21
Reported value
$13.0bn
Buyers
12
Sellers
11

Breadth +1 among 94 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q3 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TDY (7)

ARK Investment Management LLC, Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Moore Capital Management LP, Soros Fund Management LLC, Woodline Partners LP

Only TDG (14)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

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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