- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 30 Jul 2025
- Managers listing it
- 17
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 9 listed it in both
- Shares listed
- 7,988,967
- combined, among listed positions
- Reported value
- $4.1bn
- combined, at the quarter end
Among the 95 comparable managers: 14 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing TDY in Q2 2025
17 of 17 holders
Largest increases and reductions, by shares
Increases
- Dodge & Coxnew position · 1,497,740 shares now+1,497,740
- Two Sigma Advisers LPnew position · 48,800 shares now+48,800
- Woodline Partners LPnew position · 23,253 shares now+23,253
- Freestone Grove Partners LPexisting position · 123,552 shares now+15,961
- Invesco Ltdexisting position · 608,346 shares now+15,354
Reductions
- T. Rowe Price Associates Incexisting position · 3,124,314 shares now-1,057,856
- Point72 Asset Management LPexisting position · 227,558 shares now-11,909
- Neuberger Berman Group LLCexisting position · 132,955 shares now-455
New positions and exits
New (5)
Exited (2)
- Balyasny Asset Management LLCwas $56m
- Soros Fund Management LLCwas $4.6m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 4 | $507m | n.a. | n.a. |
| Q3 2013 | 3 | $498m | n.a. | n.a. |
| Q4 2013 | 3 | $543m | n.a. | n.a. |
| Q1 2014 | 3 | $678m | n.a. | n.a. |
| Q2 2014 | 2 | $433m | n.a. | n.a. |
| Q3 2014 | 2 | $414m | n.a. | n.a. |
| Q4 2014 | 4 | $404m | n.a. | n.a. |
| Q1 2015 | 6 | $420m | n.a. | n.a. |
| Q2 2015 | 3 | $625m | n.a. | n.a. |
| Q3 2015 | 3 | $554m | n.a. | n.a. |
| Q4 2015 | 5 | $687m | n.a. | n.a. |
| Q1 2016 | 4 | $668m | n.a. | n.a. |
| Q2 2016 | 4 | $752m | n.a. | n.a. |
| Q3 2016 | 4 | $811m | n.a. | n.a. |
| Q4 2016 | 4 | $823m | n.a. | n.a. |
| Q1 2017 | 5 | $787m | n.a. | n.a. |
| Q2 2017 | 9 | $1.1bn | n.a. | n.a. |
| Q3 2017 | 10 | $1.4bn | n.a. | n.a. |
| Q4 2017 | 10 | $1.5bn | n.a. | n.a. |
| Q1 2018 | 7 | $1.3bn | n.a. | n.a. |
| Q2 2018 | 8 | $1.4bn | n.a. | n.a. |
| Q3 2018 | 9 | $1.8bn | n.a. | n.a. |
| Q4 2018 | 10 | $1.4bn | n.a. | n.a. |
| Q1 2019 | 12 | $1.7bn | n.a. | n.a. |
| Q2 2019 | 11 | $1.6bn | n.a. | n.a. |
| Q3 2019 | 11 | $2.1bn | n.a. | n.a. |
| Q4 2019 | 10 | $1.9bn | n.a. | n.a. |
| Q1 2020 | 11 | $2.0bn | n.a. | n.a. |
| Q2 2020 | 16 | $2.2bn | n.a. | n.a. |
| Q3 2020 | 12 | $2.4bn | n.a. | n.a. |
| Q4 2020 | 9 | $3.1bn | n.a. | n.a. |
| Q1 2021 | 10 | $4.1bn | n.a. | n.a. |
| Q2 2021 | 17 | $4.3bn | n.a. | n.a. |
| Q3 2021 | 16 | $4.5bn | n.a. | n.a. |
| Q4 2021 | 21 | $4.7bn | n.a. | n.a. |
| Q1 2022 | 16 | $5.6bn | n.a. | n.a. |
| Q2 2022 | 18 | $4.7bn | n.a. | n.a. |
| Q3 2022 | 17 | $3.4bn | n.a. | n.a. |
| Q4 2022 | 15 | $4.0bn | n.a. | n.a. |
| Q1 2023 | 10 | $4.4bn | n.a. | n.a. |
| Q2 2023 | 19 | $4.1bn | n.a. | n.a. |
| Q3 2023 | 13 | $3.5bn | n.a. | n.a. |
| Q4 2023 | 12 | $3.6bn | 9 | 5 |
| Q1 2024 | 13 | $3.2bn | 7 | 6 |
| Q2 2024 | 11 | $2.7bn | 8 | 5 |
| Q3 2024 | 14 | $3.4bn | 10 | 4 |
| Q4 2024 | 14 | $3.6bn | 8 | 6 |
| Q1 2025 | 13 | $3.6bn | 4 | 9 |
| Q2 2025 | 17 | $4.1bn | 14 | 5 |
| Q3 2025 | 13 | $4.7bn | 10 | 4 |
| Q4 2025 | 18 | $4.1bn | 28 | 12 |
| Q1 2026 | 10 | $4.8bn | 12 | 23 |
| Q2 2026 | 11 | $5.2bn | 23 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TDY and RTX →TDY and BA →TDY and TDG →Choose a stock to compare with TDY →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TDY, latest filings →Back to the 13F Explorer →