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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, Q3 2021

Institutional positions in TransDigm Group INC as of Sep 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
630
+21 vs. Q2 2021
Shares held
53.7M
+139.9K (+0.3%) vs. Q2 2021
Total value
$33.5B
−$1.12B (−3.2%) vs. Q2 2021
New holders
69
209 more added
Sold out
48
216 more reduced

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 630 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 heldQ3 2021: $33.5B
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, Q3 2021

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q2 2021.

Institutions holding TDG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Graticule Asia Macro Advisors LLC27,029$16.9M3.18%+27,029New
Chilton Capital Management LLC27,970$17.5M0.99%+27,970New
Mitsubishi UFJ Trust & Banking Corp28,049$17.5M0.04%−48−0.2%Reduced
Pennant Investors, LP28,094$17.5M5.34%00.0%Unchanged
Envestnet Asset Management Inc28,235$17.6M0.01%+775+2.8%Added
Public Employees Retirement System of Ohio28,867$18.0M0.06%−897−3.0%Reduced
Tiff Advisory Services Inc29,083$18.2M5.75%−3,241−10.0%Reduced
UBS Group AG29,341$18.3M0.01%+46+0.2%Added
State of New Jersey Common Pension Fund D29,732$18.6M0.06%−328−1.1%Reduced
Asset Management One Co.,Ltd.30,497$19.0M0.07%+620+2.1%Added
Janus Henderson Group PLC31,024$19.4M0.01%−47,676−60.6%Reduced
STRS Ohio31,592$19.7M0.07%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.32,146$20.1M0.07%−2,833−8.1%Reduced
Wedge Capital Management L L P32,350$20.2M0.26%−11,917−26.9%Reduced
Lord, Abbett & Co. LLC34,209$21.4M0.05%+1,424+4.3%Added
CIBC Private Wealth Group, LLC34,626$21.6M0.05%+842+2.5%Added
Royal Bank of Canada34,886$21.8M0.01%−24,992−41.7%Reduced
Stamina Capital Management LP36,035$22.5M6.02%00.0%Unchanged
Ameriprise Financial Inc36,928$23.1M0.01%−9,235−20.0%Reduced
Titan Global Capital Management USA LLC38,390$24.0M3.74%+4,405+13.0%Added
Sandbar Asset Management LLP42,507$26.5M2.89%+19,487+84.7%Added
BRX Global LP43,213$27.0M21.55%00.0%Unchanged
Prudential Financial Inc44,848$27.6M0.04%−1,826−3.9%Reduced
Goodnow Investment Group, LLC44,767$28.0M2.33%+770+1.8%Added
Clough Capital Partners L P47,391$29.6M1.84%−22,725−32.4%Reduced
HSBC Holdings PLC47,217$29.7M0.03%−11,134−19.1%Reduced
Bank of Montreal48,622$31.0M0.02%+5,709+13.3%Added
BNP Paribas Arbitrage, SA50,596$31.6M0.07%−3,341−6.2%Reduced
Symmetry Investments LP52,249$32.6M7.65%+35,999+221.5%Added
Millennium Management LLC52,346$32.7M0.04%+35,333+207.7%Added
Kemnay Advisory Services Inc.54,001$33.7M4.43%+47,198+693.8%Added
Douglas Lane & Associates, LLC55,468$34.6M0.50%+15,973+40.4%Added
Oakcliff Capital Partners, LP55,698$34.8M15.40%00.0%Unchanged
JPMorgan Chase & Co55,849$34.9M0.00%−3,050−5.2%Reduced
Aravt Global LLC58,308$36.4M10.22%+14,108+31.9%Added
Anabranch Capital Management, LP58,424$36.5M20.94%−3,225−5.2%Reduced
New York State Common Retirement Fund58,467$36.5M0.04%00.0%Unchanged
Adage Capital Partners GP, L.L.C.58,994$36.8M0.07%−348−0.6%Reduced
New York State Teachers Retirement System59,302$37.0M0.08%−371−0.6%Reduced
State Board of Administration of Florida Retirement System62,670$39.1M0.08%−2,822−4.3%Reduced
Barclays PLC66,951$41.8M0.03%−8,644−11.4%Reduced
Partners Capital Investment Group, LLP69,557$43.4M1.99%+971+1.4%Added
Ampfield Management, L.P.69,850$43.6M38.06%+3,111+4.7%Added
State of Wisconsin Investment Board71,116$44.4M0.09%+1,763+2.5%Added
Alliancebernstein L.P.71,148$44.4M0.02%−448−0.6%Reduced
Citigroup Inc72,013$45.0M0.05%+14,691+25.6%Added
East Coast Asset Management, LLC.72,833$45.5M10.67%−47−0.1%Reduced
Raymond James & Associates72,946$45.6M0.04%+5,144+7.6%Added
Artisan Partners Limited Partnership74,777$46.7M0.06%+4,492+6.4%Added
Point72 Asset Management, L.P.77,466$48.4M0.23%+7,354+10.5%Added
National Pension Service77,978$48.7M0.09%−194−0.2%Reduced
Credit Suisse AG80,686$50.4M0.04%+8,700+12.1%Added
Heard Capital LLC81,812$51.1M9.93%+16,826+25.9%Added
Citadel Advisors LLC83,879$52.4M0.06%+66,783+390.6%Added
Rhumbline Advisers84,105$52.5M0.07%−4,016−4.6%Reduced
Capital Group Private Client Services, Inc.85,154$53.2M0.62%+85,154New
California State Teachers Retirement System90,556$56.6M0.07%−1,195−1.3%Reduced
Mar Vista Investment Partners LLC94,981$59.3M1.53%−3,890−3.9%Reduced
Investidor Profissional Gestao de Recursos Ltda.97,810$61.1M14.36%+39,817+68.7%Added
EULAV Asset Management100,812$63.0M1.66%00.0%Unchanged
State of Tennessee, Treasury Department101,104$63.1M0.25%+10,373+11.4%Added
Junto Capital Management LP101,513$63.4M2.00%+101,513New
Brown Brothers Harriman & Co103,902$64.9M0.38%−240.0%Reduced
Marshall Wace North America L.P.109,329$68.3M0.29%+109,329New
Bristol John W & Co Inc109,913$68.6M1.28%−1,608−1.4%Reduced
Capital International Inc115,001$71.8M0.69%−5,306−4.4%Reduced
California Public Employees Retirement System115,674$72.2M0.05%−310.0%Reduced
Bamco Inc126,736$79.2M0.18%+1,736+1.4%Added
Hound Partners, LLC126,993$79.3M4.35%+13,496+11.9%Added
Triple Frond Partners LLC128,394$80.2M8.75%00.0%Unchanged
Artemis Investment Management LLP130,217$81.3M0.64%−11,273−8.0%Reduced
US Bancorp134,704$84.1M0.16%+2,426+1.8%Added
Cat Rock Capital Management LP137,027$85.6M7.51%−46,000−25.1%Reduced
Franklin Resources Inc138,879$86.7M0.03%−700−0.5%Reduced
Yiheng Capital Management, L.P.147,711$92.3M4.54%−113,989−43.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.148,608$92.8M0.06%−6,651−4.3%Reduced
Putnam Investments LLC150,382$93.9M0.15%−76,181−33.6%Reduced
Sands Capital Management, LLC150,563$94.0M0.16%+1,299+0.9%Added
Deutsche Bank AG151,104$94.4M0.04%+76+0.1%Added
Manufacturers Life Insurance Company, The155,878$97.4M0.08%−3,740−2.3%Reduced
APG Asset Management N.V.183,502$98.9M0.18%−11,875−6.1%Reduced
Dimensional Fund Advisors LP159,547$99.7M0.03%−1,320−0.8%Reduced
Advent International Corp164,756$102.9M0.48%00.0%Unchanged
Goldman Sachs Group Inc174,820$109.2M0.03%+4,405+2.6%Added
Price T Rowe Associates Inc179,387$112.0M0.01%+21,982+14.0%Added
Blair William & Co181,550$113.4M0.39%−1,601−0.9%Reduced
Palestra Capital Management LLC193,455$120.8M2.61%+62,820+48.1%Added
Swiss National Bank206,261$128.8M0.08%−5,600−2.6%Reduced
Wells Fargo & Company209,806$131.0M0.03%−6,648−3.1%Reduced
Spyglass Capital Management LLC209,827$131.1M3.01%+24,445+13.2%Added
Nuveen Asset Management, LLC226,872$141.7M0.04%−30,715−11.9%Reduced
XN Exponent Advisors LLC243,100$151.8M7.35%+38,300+18.7%Added
Morgan Stanley245,088$153.1M0.02%+20,313+9.0%Added
Charles Schwab Investment Management Inc260,233$162.5M0.05%−5,899−2.2%Reduced
Atalan Capital Partners, LP263,000$164.3M10.24%+26,000+11.0%Added
Parametric Portfolio Associates LLC293,616$183.4M0.10%+4,757+1.6%Added
Bank of America Corp294,557$184.0M0.02%+58,478+24.8%Added
Invesco Ltd.314,100$196.2M0.05%−60,043−16.0%Reduced
Legal & General Group Plc324,780$202.8M0.07%+9,206+2.9%Added
UBS Asset Management Americas Inc337,189$210.6M0.09%+86,272+34.4%Added