Teledyne Technologies Inc (TDY) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $16.4B

TDY ranks #569 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TDY is a top-conviction position for Maren Capital LLC — at 11.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TDY belongs to BlackRock, Inc., but the position matters far more to Maren Capital LLC, who has 11.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its TDY position for two straight quarters, increasing it by $704.3M to reach $2.8B today.

Public Sector Pension Investment Board has trimmed its TDY position for two straight quarters, cutting it by $124.0M while still holding $5.6M.

TDY is down 0.7% today, but institutions show net buying of $16.4B this quarter — a divergence between today's price move and the underlying institutional flow.

TDY posted net income of $974.8M over the trailing twelve months, and currently trades at a P/E of 30.2.

• Profitable — net income of $974.8M over the trailing twelve months
• Revenue grew 10.5% year over year
• Net income improved year over year, from $829.3M to $974.8M
• Generated $1.2B in positive operating cash flow
• Current ratio of 1.64x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.45x equity — within a conventional range