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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, Q2 2021

Institutional positions in TransDigm Group INC as of Jun 30, 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
614
+8 vs. Q1 2021
Shares held
53.6M
+720.1K (+1.4%) vs. Q1 2021
Total value
$34.6B
+$3.60B (+11.6%) vs. Q1 2021
New holders
67
215 more added
Sold out
59
203 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 614 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 heldQ2 2021: $34.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2021.

Institutions holding TDG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
L & S Advisors Inc2,120$1.37M0.15%+68+3.3%Added
Glenmede Trust Co NA2,138$1.38M0.01%+5+0.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,139$1.39M0.00%+2,139New
Skye Global Management LP2,150$1.39M0.03%−1,150−34.8%Reduced
Beese Fulmer Investment Management, Inc.2,172$1.41M0.16%00.0%Unchanged
First Hawaiian Bank2,195$1.42M0.06%−217−9.0%Reduced
Patton Fund Management, Inc.2,263$1.47M0.78%+2,263New
Mainstay Capital Management LLC2,275$1.47M0.35%−155−6.4%Reduced
Raymond James Trust N.A.2,297$1.49M0.05%+443+23.9%Added
Chicago Capital, LLC2,300$1.49M0.06%00.0%Unchanged
Level Four Advisory Services, LLC2,311$1.50M0.10%+128+5.9%Added
Janney Montgomery Scott LLC2,313$1.50M0.01%+293+14.5%Added
Sumitomo Life Insurance Co2,348$1.52M0.05%−362−13.4%Reduced
Thrivent Financial for Lutherans2,358$1.53M0.00%+13+0.6%Added
Mirae Asset Global Investments Co., Ltd.2,430$1.57M0.00%+522+27.4%Added
HighTower Advisors, LLC2,455$1.58M0.00%+200+8.9%Added
Northwestern Mutual Investment Management Company, LLC2,493$1.61M0.03%+13+0.5%Added
Texas Yale Capital Corp.2,590$1.68M0.10%00.0%Unchanged
Stratos Wealth Partners, LTD.2,647$1.71M0.04%−67−2.5%Reduced
Allen Operations LLC2,764$1.79M0.31%00.0%Unchanged
Cloverfields Capital Group, LP2,774$1.80M0.52%−475−14.6%Reduced
Schroder Investment Management Group2,842$1.84M0.00%−1,426−33.4%Reduced
Daiwa Securities Group Inc.2,848$1.84M0.01%+127+4.7%Added
Crossmark Global Holdings, Inc.2,907$1.88M0.04%+125+4.5%Added
Quadrature Capital Ltd2,931$1.90M0.07%−875−23.0%Reduced
Red Door Wealth Management, LLC2,949$1.91M0.74%+584+24.7%Added
D. E. Shaw & Co., Inc.3,007$1.95M0.00%−39,505−92.9%Reduced
IFM Investors Pty Ltd3,024$1.96M0.04%00.0%Unchanged
Pacer Advisors, Inc.3,049$1.97M0.03%−530−14.8%Reduced
AdvisorShares Investments LLC3,078$1.99M0.27%+3,078New
Sustainable Insight Capital Management, LLC3,080$1.99M1.18%−70−2.2%Reduced
Centiva Capital, LP3,102$2.01M0.16%+2,503+417.9%Added
Kentucky Retirement Systems3,196$2.07M0.10%−230−6.7%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd3,248$2.10M0.05%−20−0.6%Reduced
King Luther Capital Management Corp3,270$2.12M0.01%00.0%Unchanged
Macquarie Group Ltd3,323$2.15M0.00%+2,053+161.7%Added
Cubist Systematic Strategies, LLC3,368$2.18M0.02%+2,233+196.7%Added
Louisiana State Employees Retirement System3,400$2.20M0.05%00.0%Unchanged
Achmea Investment Management B.V.3,420$2.21M0.08%00.0%Unchanged
LPL Financial LLC3,430$2.22M0.00%+408+13.5%Added
Hudson Bay Capital Management LP3,500$2.27M0.03%+3,500New
Ensign Peak Advisors, Inc3,505$2.27M0.00%+15+0.4%Added
Guggenheim Capital LLC3,593$2.33M0.01%+262+7.9%Added
Chartwell Investment Partners, LLC3,598$2.33M0.07%−2−0.1%Reduced
New Mexico Educational Retirement Board3,600$2.33M0.08%+400+12.5%Added
Rockefeller Capital Management L.P.3,664$2.37M0.01%+81+2.3%Added
CIBC World Markets Corp3,811$2.47M0.02%−1,401−26.9%Reduced
Wetherby Asset Management Inc3,860$2.50M0.15%−709−15.5%Reduced
Maryland State Retirement & Pension System3,836$2.52M0.08%−216−5.3%Reduced
Alliance Wealth Advisors, LLC3,930$2.54M2.29%+82+2.1%Added
Teachers Retirement System of the State of Kentucky4,100$2.65M0.02%00.0%Unchanged
Kornitzer Capital Management Inc4,195$2.71M0.04%00.0%Unchanged
Caisse de Depot Et Placement du Quebec4,196$2.72M0.01%+3,179+312.6%Added
Bank of Hawaii4,307$2.79M0.16%+486+12.7%Added
Montag A & Associates Inc4,320$2.80M0.15%+125+3.0%Added
Truist Financial Corp4,381$2.84M0.00%−141−3.1%Reduced
Brown Advisory Inc4,395$2.85M0.00%+33+0.8%Added
Oregon Public Employees Retirement Fund4,473$2.90M0.03%00.0%Unchanged
ING Groep NV4,508$2.92M0.05%+887+24.5%Added
Wealthfront Advisers LLC4,524$2.93M0.01%−37−0.8%Reduced
Norinchukin Bank, The4,529$2.93M0.04%−4−0.1%Reduced
Westpac Banking Corp4,533$2.93M0.03%00.0%Unchanged
Xponance, Inc.4,536$2.94M0.05%+966+27.1%Added
Raymond James Financial Services Advisors, Inc.4,637$3.00M0.01%−1,448−23.8%Reduced
Securian Asset Management, Inc4,741$3.07M0.06%−100−2.1%Reduced
CIBC Asset Management Inc4,787$3.10M0.01%+233+5.1%Added
Colony Group LLC4,864$3.15M0.06%−110−2.2%Reduced
Creative Planning4,877$3.16M0.01%−1,253−20.4%Reduced
Advisors Asset Management, Inc.4,962$3.21M0.05%−482−8.9%Reduced
Ilmarinen Mutual Pension Insurance Co5,000$3.24M0.03%00.0%Unchanged
Cornerstone Advisors, LLC5,000$3.24M0.19%+5,000New
Girard Partners Ltd.5,108$3.31M0.42%−203−3.8%Reduced
Kingsview Wealth Management, LLC5,051$3.33M0.16%+1,251+32.9%Added
Capital International Sarl5,186$3.36M0.29%−3,151−37.8%Reduced
Ancora Advisors, LLC5,233$3.39M0.09%+135+2.6%Added
Nissay Asset Management Corp5,287$3.42M0.03%+198+3.9%Added
DekaBank Deutsche Girozentrale5,730$3.67M0.01%−355−5.8%Reduced
Storebrand Asset Management AS5,723$3.70M0.02%−1,108−16.2%Reduced
Eaton Vance Management5,829$3.77M0.01%+166+2.9%Added
Eos Focused Equity Management, L.P.5,913$3.83M3.27%+3,445+139.6%Added
Barbara Oil Co.6,000$3.88M1.79%00.0%Unchanged
Federated Hermes, Inc.6,133$3.97M0.01%+5,904+2,578.2%Added
Legal Advantage Investments, Inc.6,238$4.04M2.77%00.0%Unchanged
Parallax Volatility Advisers, L.P.6,368$4.12M0.05%+6,356+52,966.7%Added
Gardner Lewis Asset Management L P6,414$4.15M0.68%00.0%Unchanged
Keybank National Association6,428$4.16M0.02%−28−0.4%Reduced
M&T Bank Corp6,584$4.26M0.02%−134−2.0%Reduced
Teacher Retirement System of Texas6,750$4.37M0.02%+1,013+17.7%Added
Banco Santander, S.A.6,786$4.39M0.02%−53−0.8%Reduced
Kemnay Advisory Services Inc.6,803$4.40M0.52%+107+1.6%Added
Yarra Square Partners LP6,831$4.42M3.76%−3,470−33.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,877$4.45M0.05%+37+0.5%Added
Hartford Investment Management Co6,912$4.47M0.11%+108+1.6%Added
Qube Research & Technologies Ltd6,934$4.49M0.06%−3,592−34.1%Reduced
Sequoia Financial Advisors, LLC6,958$4.50M0.16%+3,677+112.1%Added
Advisor Group Holdings, Inc.6,970$4.51M0.01%+1,447+26.2%Added
Mutual of America Capital Management LLC7,088$4.59M0.05%+100+1.4%Added
Amundi7,148$4.63M0.00%+7,148New
Swiss Life Asset Management Ltd7,093$4.67M0.06%−1,725−19.6%Reduced
Bank of Nova Scotia7,241$4.69M0.01%−1,892−20.7%Reduced