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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.

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
17
Reported value
$4.1bn
Buyers
14
Sellers
5

Breadth +9 among 95 comparable managers.

TDG

Transdigm Group Inc

Holders
20
Reported value
$15.0bn
Buyers
13
Sellers
7

Breadth +6 among 95 comparable managers.

Who holds both, Q2 2025

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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