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HEI · 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.

HEITDG
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.
  • HEI
  • TDG
0102030202120222023202420252026
Holders and value by quarter
QuarterHEITDG
Q3 20207 holders, $273m20 holders, $3.5bn
Q4 20207 holders, $435m22 holders, $4.0bn
Q1 20218 holders, $432m15 holders, $3.5bn
Q2 20218 holders, $479m12 holders, $4.2bn
Q3 20217 holders, $448m14 holders, $3.7bn
Q4 20217 holders, $570m17 holders, $1.7bn
Q1 20226 holders, $571m14 holders, $1.7bn
Q2 20225 holders, $502m16 holders, $1.8bn
Q3 202211 holders, $630m15 holders, $2.3bn
Q4 202214 holders, $775m22 holders, $3.5bn
Q1 202312 holders, $759m22 holders, $6.2bn
Q2 202313 holders, $776m17 holders, $7.5bn
Q3 20237 holders, $626m19 holders, $7.6bn
Q4 20236 holders, $727m19 holders, $8.9bn
Q1 202410 holders, $854m22 holders, $11.7bn
Q2 20247 holders, $1.1bn26 holders, $12.3bn
Q3 20248 holders, $1.3bn21 holders, $13.0bn
Q4 202412 holders, $1.6bn17 holders, $11.8bn
Q1 202513 holders, $1.9bn21 holders, $13.0bn
Q2 202515 holders, $2.7bn20 holders, $15.0bn
Q3 202513 holders, $2.2bn12 holders, $13.8bn
Q4 202516 holders, $2.4bn18 holders, $14.1bn
Q1 202616 holders, $1.4bn19 holders, $13.4bn
Q2 202618 holders, $2.7bn15 holders, $14.3bn
HEI

Heico Corp New

Holders
12
Reported value
$1.6bn
Buyers
9
Sellers
1

Breadth +8 among 94 comparable managers.

IndustrialsAerospace and defence
TDG

Transdigm Group Inc

Holders
17
Reported value
$11.8bn
Buyers
7
Sellers
12

Breadth -5 among 94 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q4 2024

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HEI (8)

ARK Investment Management LLC, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Moore Capital Management LP, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP

Only TDG (13)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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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