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, Q4 2021
Institutional positions in TransDigm Group INC as of Dec 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
- 659
- +40 vs. Q3 2021
- Shares held
- 52.3M
- −987.3K (−1.9%) vs. Q3 2021
- Total value
- $33.3B
- −$9.99M (0.0%) vs. Q3 2021
- New holders
- 102
- 246 more added
- Sold out
- 62
- 188 more reduced
11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,146 | $70.0B |
| Q1 2026 | 1,112 | $61.3B |
| Q4 2025 | 1,133 | $71.5B |
| Q3 2025 | 1,073 | $70.6B |
| Q2 2025 | 1,111 | $82.3B |
| Q1 2025 | 1,090 | $73.7B |
| Q4 2024 | 1,048 | $67.4B |
| Q3 2024 | 1,032 | $74.0B |
| Q2 2024 | 1,005 | $68.0B |
| Q1 2024 | 936 | $65.7B |
| Q4 2023 | 864 | $54.1B |
| Q3 2023 | 770 | $44.8B |
| Q2 2023 | 746 | $47.7B |
| Q1 2023 | 721 | $38.8B |
| Q4 2022 | 705 | $32.9B |
| Q3 2022 | 649 | $27.5B |
| Q2 2022 | 658 | $27.7B |
| Q1 2022 | 684 | $33.7B |
| Q4 2021 | 659 | $33.3B |
| Q3 2021 | 630 | $33.5B |
| Q2 2021 | 614 | $34.6B |
| Q1 2021 | 609 | $31.1B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,553,399 | $4.17B | 0.88% | +16,648+0.3% | Added |
| Vanguard Group Inc | 5,485,195 | $3.49B | 0.08% | +20,534+0.4% | Added |
| BlackRock Inc. | 4,228,746 | $2.69B | 0.07% | +328,367+8.4% | Added |
| Principal Financial Group Inc | 2,927,814 | $1.86B | 1.11% | +26,327+0.9% | Added |
| Vulcan Value Partners, LLC | 2,223,480 | $1.41B | 7.23% | +179,787+8.8% | Added |
| State Street Corp | 2,145,428 | $1.37B | 0.06% | +13,955+0.7% | Added |
| Stockbridge Partners LLC | 1,554,497 | $989.1M | 19.97% | 00.0% | Unchanged |
| Altarock Partners LLC | 1,351,054 | $859.6M | 22.66% | +24,872+1.9% | Added |
| Matrix Capital Management Company, LP | 1,094,900 | $696.7M | 7.76% | 00.0% | Unchanged |
| Berkshire Partners LLC | 1,021,471 | $649.9M | 39.34% | 00.0% | Unchanged |
| Capital Research Global Investors | 1,013,093 | $644.6M | 0.14% | +4450.0% | Added |
| Windacre Partnership LLC | 985,500 | $627.1M | 13.98% | +316,700+47.4% | Added |
| Geode Capital Management, LLC | 933,187 | $592.2M | 0.07% | +25,886+2.9% | Added |
| Capital World Investors | 821,480 | $522.7M | 0.08% | −27,160−3.2% | Reduced |
| Meritage Group LP | 657,117 | $418.1M | 8.33% | +2,101+0.3% | Added |
| Fred Alger Management, LLC | 616,018 | $392.0M | 0.98% | +121,708+24.6% | Added |
| Alkeon Capital Management LLC | 615,720 | $391.8M | 1.34% | 00.0% | Unchanged |
| Primecap Management Co | 611,044 | $388.8M | 0.27% | −1500.0% | Reduced |
| Northern Trust Corp | 574,061 | $365.3M | 0.06% | −2,360−0.4% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 539,305 | $343.1M | 7.53% | 00.0% | Unchanged |
| Norges Bank | 415,332 | $264.3M | 0.05% | −8,204−1.9% | Reduced |
| Select Equity Group, L.P. | 411,333 | $261.7M | 0.78% | +407,110+9,640.3% | Added |
| Deccan Value Investors L.P. | 410,709 | $261.3M | 10.27% | −15,433−3.6% | Reduced |
| Voya Investment Management LLC | 402,691 | $256.2M | 0.49% | −36,422−8.3% | Reduced |
| DF Dent & Co Inc | 377,017 | $239.9M | 2.41% | +26,671+7.6% | Added |
| FMR LLC | 368,208 | $234.3M | 0.02% | −535,852−59.3% | Reduced |
| Westfield Capital Management Co LP | 361,727 | $230.2M | 1.37% | +12,972+3.7% | Added |
| UBS Asset Management Americas Inc | 350,978 | $223.3M | 0.09% | +13,789+4.1% | Added |
| Bank of New York Mellon Corp | 349,819 | $222.6M | 0.04% | −5,311−1.5% | Reduced |
| Third Point LLCSuperinvestorThird Point | 326,878 | $208.0M | 1.45% | −123,122−27.4% | Reduced |
| Parametric Portfolio Associates LLC | 316,570 | $201.4M | 0.10% | +22,954+7.8% | Added |
| Bank of America Corp | 312,881 | $199.1M | 0.02% | +18,324+6.2% | Added |
| Legal & General Group Plc | 305,893 | $194.6M | 0.06% | −18,887−5.8% | Reduced |
| Invesco Ltd. | 302,902 | $192.7M | 0.05% | −11,198−3.6% | Reduced |
| Atalan Capital Partners, LP | 283,000 | $180.1M | 11.50% | +20,000+7.6% | Added |
| Charles Schwab Investment Management Inc | 267,861 | $170.4M | 0.05% | +7,628+2.9% | Added |
| XN LP | 253,300 | $161.2M | 14.83% | +253,300 | New |
| Palestra Capital Management LLC | 244,790 | $155.8M | 4.54% | +51,335+26.5% | Added |
| Morgan Stanley | 231,865 | $147.5M | 0.02% | −13,223−5.4% | Reduced |
| Nuveen Asset Management, LLC | 220,621 | $140.4M | 0.04% | −6,251−2.8% | Reduced |
| Citadel Advisors LLC | 208,070 | $132.4M | 0.14% | +124,191+148.1% | Added |
| Wells Fargo & Company | 202,845 | $129.1M | 0.03% | −6,961−3.3% | Reduced |
| Spyglass Capital Management LLC | 199,639 | $127.0M | 3.37% | −10,188−4.9% | Reduced |
| Swiss National Bank | 199,061 | $126.7M | 0.08% | −7,200−3.5% | Reduced |
| Mar Vista Investment Partners LLC | 195,925 | $124.7M | 3.37% | +100,944+106.3% | Added |
| APG Asset Management N.V. | 216,284 | $121.0M | 0.21% | +32,782+17.9% | Added |
| Blair William & Co | 178,318 | $113.5M | 0.36% | −3,232−1.8% | Reduced |
| Price T Rowe Associates Inc | 177,144 | $112.7M | 0.01% | −2,243−1.3% | Reduced |
| Goldman Sachs Group Inc | 176,767 | $112.5M | 0.03% | +1,947+1.1% | Added |
| Advent International Corp | 164,756 | $104.8M | 0.44% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 158,131 | $100.6M | 0.03% | −1,416−0.9% | Reduced |
| Artemis Investment Management LLP | 154,557 | $98.3M | 0.71% | +24,340+18.7% | Added |
| Yiheng Capital Management, L.P. | 147,711 | $94.0M | 4.80% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 147,623 | $93.9M | 0.17% | −2,940−2.0% | Reduced |
| Triple Frond Partners LLC | 146,400 | $93.2M | 10.50% | +18,006+14.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 142,231 | $90.5M | 0.06% | −6,377−4.3% | Reduced |
| Deutsche Bank AG | 139,329 | $88.7M | 0.04% | −11,775−7.8% | Reduced |
| US Bancorp | 135,896 | $86.5M | 0.14% | +1,192+0.9% | Added |
| Bamco Inc | 125,000 | $79.5M | 0.17% | −1,736−1.4% | Reduced |
| Franklin Resources Inc | 116,521 | $74.1M | 0.03% | −22,358−16.1% | Reduced |
| Capital International Inc | 115,441 | $73.5M | 0.68% | +440+0.4% | Added |
| Cat Rock Capital Management LP | 114,027 | $72.6M | 7.01% | −23,000−16.8% | Reduced |
| California Public Employees Retirement System | 112,999 | $71.9M | 0.05% | −2,675−2.3% | Reduced |
| Bristol John W & Co Inc | 108,816 | $69.2M | 1.20% | −1,097−1.0% | Reduced |
| Balyasny Asset Management LLC | 107,165 | $68.2M | 0.29% | +107,165 | New |
| Brown Brothers Harriman & Co | 103,831 | $66.1M | 0.37% | −71−0.1% | Reduced |
| EULAV Asset Management | 100,800 | $64.1M | 1.62% | −120.0% | Reduced |
| Heard Capital LLC | 98,486 | $62.7M | 9.81% | +16,674+20.4% | Added |
| California State Teachers Retirement System | 92,104 | $58.6M | 0.07% | +1,548+1.7% | Added |
| Millennium Management LLC | 91,916 | $58.5M | 0.06% | +39,570+75.6% | Added |
| Arrowstreet Capital, Limited Partnership | 89,246 | $56.8M | 0.07% | +89,246 | New |
| Rhumbline Advisers | 85,334 | $54.3M | 0.07% | +1,229+1.5% | Added |
| Artisan Partners Limited Partnership | 84,102 | $53.5M | 0.06% | +9,325+12.5% | Added |
| Capital Group Private Client Services, Inc. | 82,174 | $52.3M | 0.56% | −2,980−3.5% | Reduced |
| State of Wisconsin Investment Board | 81,319 | $51.7M | 0.10% | +10,203+14.3% | Added |
| Hound Partners, LLC | 80,568 | $51.3M | 3.02% | −46,425−36.6% | Reduced |
| Raymond James & Associates | 79,641 | $50.7M | 0.04% | +6,695+9.2% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 77,804 | $49.5M | 12.19% | −20,006−20.5% | Reduced |
| State of Tennessee, Treasury Department | 77,311 | $49.2M | 0.18% | −23,793−23.5% | Reduced |
| National Pension Service | 75,916 | $48.3M | 0.08% | −2,062−2.6% | Reduced |
| Credit Suisse AG | 75,824 | $48.2M | 0.04% | −4,862−6.0% | Reduced |
| Douglas Lane & Associates, LLC | 75,435 | $48.0M | 0.64% | +19,967+36.0% | Added |
| East Coast Asset Management, LLC. | 72,995 | $46.4M | 10.26% | +162+0.2% | Added |
| Barclays PLC | 69,392 | $44.1M | 0.03% | +2,441+3.6% | Added |
| Alyeska Investment Group, L.P. | 67,947 | $43.2M | 0.50% | +67,947 | New |
| Alliancebernstein L.P. | 67,775 | $43.1M | 0.02% | −3,373−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 67,370 | $42.9M | 0.03% | −88,508−56.8% | Reduced |
| Alleghany Corp | 66,500 | $42.7M | 1.24% | +66,500 | New |
| Holocene Advisors, LP | 66,601 | $42.4M | 0.23% | +56,442+555.6% | Added |
| Partners Capital Investment Group, LLP | 64,145 | $40.8M | 1.89% | −5,412−7.8% | Reduced |
| State Board of Administration of Florida Retirement System | 62,550 | $39.8M | 0.07% | −120−0.2% | Reduced |
| Aravt Global LLC | 61,292 | $39.0M | 12.69% | +2,984+5.1% | Added |
| Long Path Partners Fund, LP | 60,914 | $38.8M | 24.09% | +60,914 | New |
| Adage Capital Partners GP, L.L.C. | 58,494 | $37.2M | 0.07% | −500−0.8% | Reduced |
| New York State Common Retirement Fund | 58,467 | $37.2M | 0.04% | 00.0% | Unchanged |
| Anabranch Capital Management, LP | 58,404 | $37.2M | 21.07% | −200.0% | Reduced |
| New York State Teachers Retirement System | 57,378 | $36.5M | 0.07% | −1,924−3.2% | Reduced |
| JPMorgan Chase & Co | 57,115 | $36.3M | 0.00% | +1,266+2.3% | Added |
| Oakcliff Capital Partners, LP | 55,698 | $35.4M | 16.19% | 00.0% | Unchanged |
| Ampfield Management, L.P. | 55,404 | $35.3M | 34.35% | −14,446−20.7% | Reduced |