Skip to main content

TransDigm Group INC

TDG
Exchange
NYSE
Industry
Aircraft Parts & Auxiliary Equipment, NEC
SEC CIK
0001260221

In the last 90 days, TransDigm Group INC insiders filed 0 open-market purchases and 6 sales; 1,146 institutions reported holding it in 13F filings for Q2 2026, worth $70.0B in total; superinvestors Third Point and Lone Pine Capital hold it.

13F holders, Q1 2021

Institutional positions in TransDigm Group INC as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
609
No complete 13F data for Q4 2020
Shares held
52.9M
No complete 13F data for Q4 2020
Total value
$31.1B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting TDG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 609 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ1 2021: $31.1B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$31.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding TransDigm Group INC.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TDG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors6,453,548$3.79B0.96%––
Vanguard Group Inc5,489,089$3.23B0.09%––
BlackRock Inc.4,038,725$2.37B0.07%––
Principal Financial Group Inc3,014,185$1.77B1.25%––
State Street Corp2,212,968$1.30B0.07%––
Vulcan Value Partners, LLC2,033,895$1.20B7.06%––
Tiger Global Management LLCSuperinvestorTiger Global Management1,757,245$1.03B2.38%––
Stockbridge Partners LLC1,554,497$913.9M22.26%––
FMR LLC1,113,761$654.8M0.06%––
Matrix Capital Management Company, LP1,094,900$643.7M7.43%––
Berkshire Partners LLC1,021,471$600.5M48.30%––
Altarock Partners LLC952,563$560.0M21.29%––
Capital Research Global Investors896,388$527.0M0.13%––
Geode Capital Management, LLC898,180$526.6M0.08%––
Capital World Investors849,360$499.4M0.09%––
Windacre Partnership LLC821,456$482.9M12.02%––
Meritage Group LP661,789$389.1M7.46%––
Alkeon Capital Management LLC624,755$367.3M1.40%––
Primecap Management Co613,594$360.7M0.25%––
Northern Trust Corp598,476$351.9M0.07%––
Abrams Capital Management, L.P.SuperinvestorAbrams Capital539,305$317.1M7.14%––
Third Point LLCSuperinvestorThird Point485,000$285.1M1.92%––
Norges Bank465,020$273.4M0.06%––
Deccan Value Investors L.P.435,542$256.1M11.34%––
Fred Alger Management, LLC430,226$252.9M0.66%––
AustralianSuper Pty Ltd376,223$221.2M1.73%––
Westfield Capital Management Co LP376,213$221.2M1.37%––
Bank of New York Mellon Corp373,619$219.7M0.04%––
Cat Rock Capital Management LP352,306$207.1M19.26%––
DF Dent & Co Inc335,693$197.4M2.29%––
Invesco Ltd.317,468$186.6M0.05%––
Legal & General Group Plc302,146$177.6M0.07%––
Janus Henderson Group PLC293,178$172.4M0.08%––
Parametric Portfolio Associates LLC280,125$164.7M0.09%––
Nuveen Asset Management, LLC268,708$158.0M0.05%––
Yiheng Capital Management, L.P.261,700$153.9M6.99%––
Charles Schwab Investment Management Inc259,692$152.7M0.06%––
Wells Fargo & Company247,858$145.7M0.03%––
Bank of America Corp233,017$137.0M0.02%––
UBS Asset Management Americas Inc215,505$126.7M0.06%––
Atalan Capital Partners, LP215,000$126.4M8.63%––
Putnam Investments LLC213,074$125.3M0.21%––
Swiss National Bank198,855$116.9M0.08%––
Point72 Asset Management, L.P.187,833$110.4M0.56%––
Blair William & Co184,965$108.7M0.41%––
APG Asset Management N.V.207,689$103.9M0.18%––
Spyglass Capital Management LLC173,092$101.8M2.68%––
Manufacturers Life Insurance Company, The167,027$98.2M0.09%––
Sumitomo Mitsui Trust Holdings, Inc.164,009$96.4M0.06%––
XN Exponent Advisors LLC161,800$95.1M5.40%––
Dimensional Fund Advisors LP160,486$94.3M0.03%––
Artemis Investment Management LLP158,081$92.9M0.88%––
Price T Rowe Associates Inc153,808$90.4M0.01%––
Advent International Corp150,756$88.6M5.36%––
Hound Partners, LLC148,763$87.5M4.30%––
Deutsche Bank AG147,182$86.5M0.05%––
Sands Capital Management, LLC132,535$77.9M0.15%––
US Bancorp129,887$76.4M0.15%––
Capital International Inc129,713$76.3M0.71%––
Bamco Inc125,000$73.5M0.18%––
Franklin Resources Inc123,144$72.4M0.03%––
Balyasny Asset Management LLC122,674$72.1M0.43%––
California Public Employees Retirement System121,030$71.2M0.05%––
Goldman Sachs Group Inc116,249$68.3M0.02%––
Triple Frond Partners LLC114,274$67.2M8.33%––
Bristol John W & Co Inc112,263$66.0M1.35%––
Mar Vista Investment Partners LLC110,916$65.2M1.51%––
Brown Brothers Harriman & Co104,142$61.2M0.39%––
Millennium Management LLC103,348$60.8M0.09%––
EULAV Asset Management100,812$59.3M1.59%––
California State Teachers Retirement System96,890$57.0M0.08%––
Rhumbline Advisers90,812$53.4M0.07%––
Capital Bank & Trust Co88,999$52.3M0.62%––
Morgan Stanley82,958$48.8M0.01%––
National Pension Service77,751$45.7M0.10%––
Susquehanna International Group, LLP77,619$45.6M0.06%––
State of Tennessee, Treasury Department77,133$45.3M0.19%––
Alliancebernstein L.P.73,449$43.2M0.02%––
Partners Capital Investment Group, LLP73,025$42.9M1.88%––
East Coast Asset Management, LLC.72,527$42.6M11.40%––
State of Wisconsin Investment Board66,692$39.2M0.08%––
State Board of Administration of Florida Retirement System66,662$39.2M0.08%––
Wedge Capital Management L L P65,797$38.7M0.46%––
Barclays PLC64,815$38.1M0.04%––
Citigroup Inc63,611$37.4M0.04%––
New York State Teachers Retirement System63,361$37.3M0.08%––
Raymond James & Associates62,325$36.6M0.04%––
HSBC Holdings PLC62,018$36.5M0.05%––
New York State Common Retirement Fund60,550$35.6M0.04%––
Anabranch Capital Management, LP59,728$35.1M25.39%––
Adage Capital Partners GP, L.L.C.59,449$35.0M0.07%––
Heard Capital LLC58,346$34.3M9.66%––
Royal Bank of Canada57,206$33.6M0.01%––
Oakcliff Capital Partners, LP55,698$32.7M15.53%––
Credit Suisse AG55,414$32.6M0.02%––
BNP Paribas Arbitrage, SA52,093$30.6M0.07%––
Clough Capital Partners L P51,516$30.3M1.96%––
Prudential Financial Inc49,314$29.0M0.04%––
Ampfield Management, L.P.46,962$27.6M23.38%––
Voloridge Investment Management, LLC46,381$27.3M0.20%––