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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
Thrivent Financial for Lutherans2,358$1.53M0.00%+13+0.6%Added
Sumitomo Life Insurance Co2,348$1.52M0.05%−362−13.4%Reduced
Janney Montgomery Scott LLC2,313$1.50M0.01%+293+14.5%Added
Level Four Advisory Services, LLC2,311$1.50M0.10%+128+5.9%Added
Chicago Capital, LLC2,300$1.49M0.06%00.0%Unchanged
Raymond James Trust N.A.2,297$1.49M0.05%+443+23.9%Added
Mainstay Capital Management LLC2,275$1.47M0.35%−155−6.4%Reduced
Patton Fund Management, Inc.2,263$1.47M0.78%+2,263New
First Hawaiian Bank2,195$1.42M0.06%−217−9.0%Reduced
Beese Fulmer Investment Management, Inc.2,172$1.41M0.16%00.0%Unchanged
Skye Global Management LP2,150$1.39M0.03%−1,150−34.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,139$1.39M0.00%+2,139New
Glenmede Trust Co NA2,138$1.38M0.01%+5+0.2%Added
L & S Advisors Inc2,120$1.37M0.15%+68+3.3%Added
USS Investment Management Ltd2,100$1.36M0.01%00.0%Unchanged
Holocene Advisors, LP2,098$1.36M0.01%−23,090−91.7%Reduced
Mackenzie Financial Corp2,042$1.32M0.00%+117+6.1%Added
Ergoteles LLC2,018$1.31M0.03%+2,018New
Cerity Partners LLC1,997$1.29M0.03%−2−0.1%Reduced
Stonnington Group, LLC1,970$1.27M0.28%−80−3.9%Reduced
Banque Cantonale Vaudoise1,952$1.26M0.06%00.0%Unchanged
MinichMacGregor Wealth Management, LLC1,929$1.25M0.44%−1−0.1%Reduced
Pinebridge Investments, L.P.1,906$1.23M0.01%−1,800−48.6%Reduced
MML Investors Services, LLC1,901$1.23M0.01%+548+40.5%Added
Capitolis Advisors LLC1,874$1.21M0.01%−1,285−40.7%Reduced
Regal Investment Advisors LLC1,873$1.21M0.12%+1,873New
Wolverine Trading, LLC1,870$1.21M0.03%−2,336−55.5%Reduced
Tributary Capital Management, LLC1,830$1.19M0.09%00.0%Unchanged
Walleye Trading LLC1,813$1.17M0.03%−2,080−53.4%Reduced
University of Notre Dame du Lac1,792$1.16M3.37%+1,792New
Cigna Investments Inc1,751$1.13M0.08%−278−13.7%Reduced
Palisade Capital Management LLC1,700$1.10M0.02%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)1,675$1.08M0.01%−442−20.9%Reduced
Atria Investments LLC1,670$1.08M0.02%+1,670New
Cresset Asset Management, LLC1,660$1.07M0.02%−259−13.5%Reduced
Commerce Bank1,629$1.05M0.01%+52+3.3%Added
Mount Yale Investment Advisors, LLC1,629$1.05M0.13%+193+13.4%Added
SG Americas Securities, LLC1,624$1.05M0.01%−1,091−40.2%Reduced
Cna Financial Corp1,560$1.01M0.29%00.0%Unchanged
Pathstone Family Office, LLC1,558$1.01M0.03%+91+6.2%Added
FORA Capital, LLC1,547$1.00M0.19%+1,547New
Simplex Trading, LLC1,543$998.0K0.04%−4,167−73.0%Reduced
Insight Wealth Strategies, LLC1,531$991.0K0.14%−338−18.1%Reduced
Altshuler Shaham Ltd1,520$984.0K0.01%+1,520New
IBM Retirement Fund1,454$941.0K0.07%−321−18.1%Reduced
XTX Topco Ltd1,450$939.0K0.32%+418+40.5%Added
Alaethes Wealth LLC1,449$938.0K0.72%+245+20.3%Added
Kentucky Retirement Systems Insurance Trust Fund1,429$925.0K0.10%−139−8.9%Reduced
Redpoint Investment Management Pty Ltd1,424$922.0K0.08%−169−10.6%Reduced
Dai-Ichi Life Insurance Company, Ltd1,425$922.0K0.01%−43−2.9%Reduced
Motley Fool Asset Management LLC1,422$920.0K0.06%+136+10.6%Added
Family Legacy, Inc.1,400$906.0K0.40%+24+1.7%Added
Panagora Asset Management Inc1,386$897.0K0.00%−40−2.8%Reduced
PEAK6 Investments LLC1,372$888.0K0.02%−2,112−60.6%Reduced
CAPROCK Group, Inc.1,322$856.0K0.08%+187+16.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,321$855.0K0.02%+106+8.7%Added
Alexandria Capital, LLC1,311$849.0K0.08%−25−1.9%Reduced
Hills Bank & Trust Co1,300$841.0K0.13%00.0%Unchanged
World Asset Management Inc1,287$833.0K0.08%−66−4.9%Reduced
Commonwealth Equity Services, LLC1,284$831.0K0.00%+61+5.0%Added
Gilbert & Cook, Inc.1,276$826.0K0.15%+224+21.3%Added
Allstate Corp1,253$811.0K0.03%−220−14.9%Reduced
Gotham Asset Management, LLC1,246$807.0K0.03%−14,180−91.9%Reduced
BP PLC1,245$806.0K0.03%00.0%Unchanged
Caxton Corp1,239$802.0K0.55%+529+74.5%Added
Haverford Trust Co1,200$777.0K0.01%00.0%Unchanged
Robeco Institutional Asset Management B.V.1,177$761.0K0.00%00.0%Unchanged
Man Group plc1,172$758.0K0.00%−120−9.3%Reduced
Allred Capital Management, LLC1,169$756.0K0.37%−41−3.4%Reduced
Veritable, L.P.1,152$746.0K0.01%+25+2.2%Added
AdvisorNet Financial, Inc1,103$714.0K0.05%+66+6.4%Added
Crescent Grove Advisors, LLC1,070$693.0K0.07%00.0%Unchanged
CIBC World Markets Inc.1,054$682.0K0.00%+1,054New
Baker Tilly Wealth Management, LLC1,014$656.0K0.11%+34+3.5%Added
Skylands Capital, LLC980$634.0K0.08%00.0%Unchanged
Tiger Eye Capital LLC978$633.0K0.16%−26,259−96.4%Reduced
Y-Intercept (Hong Kong) Ltd975$631.0K0.16%+975New
Nomura Holdings Inc954$618.0K0.01%+954New
Kestra Advisory Services, LLC948$614.0K0.01%+241+34.1%Added
Marks Group Wealth Management, Inc933$604.0K0.08%−6−0.6%Reduced
Dark Forest Capital Management LP918$594.0K0.26%+918New
Optimal Asset Management, Inc.914$592.0K0.07%−1−0.1%Reduced
CenterStar Asset Management, LLC–$589.0K0.64%––
QS Investors, LLC889$576.0K0.01%−10−1.1%Reduced
Tru Independence Asset Management 2, LLC887$574.0K0.39%+887New
Checchi Capital Advisers, LLC884$572.0K0.07%+15+1.7%Added
Vestcor Inc872$564.0K0.02%−142−14.0%Reduced
Ethic Inc.868$562.0K0.07%+868New
Quantitative Systematic Strategies LLC829$537.0K0.19%−2,453−74.7%Reduced
Northwestern Mutual Wealth Management Co821$532.0K0.00%+175+27.1%Added
Silvercrest Asset Management Group LLC820$531.0K0.00%−50−5.7%Reduced
Seeyond809$523.0K0.05%+4+0.5%Added
Whittier Trust Co of Nevada Inc805$521.0K0.02%00.0%Unchanged
Squarepoint Ops LLC795$515.0K0.00%−261−24.7%Reduced
WMS Partners, LLC791$512.0K0.08%−52−6.2%Reduced
Profund Advisors LLC788$511.0K0.02%+35+4.6%Added
Tower Research Capital LLC (TRC)784$507.0K0.01%−1,922−71.0%Reduced
Castleark Management LLC770$498.0K0.02%00.0%Unchanged
Telemus Capital, LLC761$493.0K0.04%+56+7.9%Added
Asset Dedication, LLC760$493.0K0.07%+172+29.3%Added