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BA · 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.

BATDG
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.
  • BA
  • TDG
010203040202120222023202420252026
Holders and value by quarter
QuarterBATDG
Q3 202020 holders, $5.1bn20 holders, $3.5bn
Q4 202026 holders, $5.8bn22 holders, $4.0bn
Q1 202126 holders, $7.7bn15 holders, $3.5bn
Q2 202125 holders, $7.7bn12 holders, $4.2bn
Q3 202122 holders, $6.5bn14 holders, $3.7bn
Q4 202119 holders, $5.7bn17 holders, $1.7bn
Q1 202223 holders, $6.2bn14 holders, $1.7bn
Q2 202222 holders, $6.1bn16 holders, $1.8bn
Q3 202217 holders, $5.5bn15 holders, $2.3bn
Q4 202224 holders, $10.9bn22 holders, $3.5bn
Q1 202329 holders, $14.1bn22 holders, $6.2bn
Q2 202331 holders, $14.6bn17 holders, $7.5bn
Q3 202332 holders, $13.5bn19 holders, $7.6bn
Q4 202331 holders, $21.1bn19 holders, $8.9bn
Q1 202421 holders, $14.9bn22 holders, $11.7bn
Q2 202420 holders, $16.7bn26 holders, $12.3bn
Q3 202420 holders, $13.9bn21 holders, $13.0bn
Q4 202431 holders, $28.0bn17 holders, $11.8bn
Q1 202530 holders, $26.5bn21 holders, $13.0bn
Q2 202532 holders, $32.3bn20 holders, $15.0bn
Q3 202533 holders, $30.6bn12 holders, $13.8bn
Q4 202534 holders, $29.2bn18 holders, $14.1bn
Q1 202631 holders, $26.7bn19 holders, $13.4bn
Q2 202625 holders, $31.0bn15 holders, $14.3bn
BA

Boeing Co

Holders
32
Reported value
$32.3bn
Buyers
16
Sellers
19

Breadth -3 among 95 comparable managers.

IndustrialsAerospace and defence
TDG

Transdigm Group Inc

Holders
20
Reported value
$15.0bn
Buyers
13
Sellers
7

Breadth +6 among 95 comparable managers.

IndustrialsAerospace and defence

Who holds both, Q2 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BA (16)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP

Only TDG (4)

Artisan Partners LP, Holocene Advisors LP, Soroban Capital Partners LP, 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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