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, 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.

Institutional holdersQ4 2021: 659 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 heldQ4 2021: $33.3B
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, Q4 2021

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2021.

Institutions holding TDG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bamco Inc125,000$79.5M0.17%−1,736−1.4%Reduced
US Bancorp135,896$86.5M0.14%+1,192+0.9%Added
Deutsche Bank AG139,329$88.7M0.04%−11,775−7.8%Reduced
Sumitomo Mitsui Trust Holdings, Inc.142,231$90.5M0.06%−6,377−4.3%Reduced
Triple Frond Partners LLC146,400$93.2M10.50%+18,006+14.0%Added
Sands Capital Management, LLC147,623$93.9M0.17%−2,940−2.0%Reduced
Yiheng Capital Management, L.P.147,711$94.0M4.80%00.0%Unchanged
Artemis Investment Management LLP154,557$98.3M0.71%+24,340+18.7%Added
Dimensional Fund Advisors LP158,131$100.6M0.03%−1,416−0.9%Reduced
Advent International Corp164,756$104.8M0.44%00.0%Unchanged
Goldman Sachs Group Inc176,767$112.5M0.03%+1,947+1.1%Added
Price T Rowe Associates Inc177,144$112.7M0.01%−2,243−1.3%Reduced
Blair William & Co178,318$113.5M0.36%−3,232−1.8%Reduced
APG Asset Management N.V.216,284$121.0M0.21%+32,782+17.9%Added
Mar Vista Investment Partners LLC195,925$124.7M3.37%+100,944+106.3%Added
Swiss National Bank199,061$126.7M0.08%−7,200−3.5%Reduced
Spyglass Capital Management LLC199,639$127.0M3.37%−10,188−4.9%Reduced
Wells Fargo & Company202,845$129.1M0.03%−6,961−3.3%Reduced
Citadel Advisors LLC208,070$132.4M0.14%+124,191+148.1%Added
Nuveen Asset Management, LLC220,621$140.4M0.04%−6,251−2.8%Reduced
Morgan Stanley231,865$147.5M0.02%−13,223−5.4%Reduced
Palestra Capital Management LLC244,790$155.8M4.54%+51,335+26.5%Added
XN LP253,300$161.2M14.83%+253,300New
Charles Schwab Investment Management Inc267,861$170.4M0.05%+7,628+2.9%Added
Atalan Capital Partners, LP283,000$180.1M11.50%+20,000+7.6%Added
Invesco Ltd.302,902$192.7M0.05%−11,198−3.6%Reduced
Legal & General Group Plc305,893$194.6M0.06%−18,887−5.8%Reduced
Bank of America Corp312,881$199.1M0.02%+18,324+6.2%Added
Parametric Portfolio Associates LLC316,570$201.4M0.10%+22,954+7.8%Added
Third Point LLCSuperinvestorThird Point326,878$208.0M1.45%−123,122−27.4%Reduced
Bank of New York Mellon Corp349,819$222.6M0.04%−5,311−1.5%Reduced
UBS Asset Management Americas Inc350,978$223.3M0.09%+13,789+4.1%Added
Westfield Capital Management Co LP361,727$230.2M1.37%+12,972+3.7%Added
FMR LLC368,208$234.3M0.02%−535,852−59.3%Reduced
DF Dent & Co Inc377,017$239.9M2.41%+26,671+7.6%Added
Voya Investment Management LLC402,691$256.2M0.49%−36,422−8.3%Reduced
Deccan Value Investors L.P.410,709$261.3M10.27%−15,433−3.6%Reduced
Select Equity Group, L.P.411,333$261.7M0.78%+407,110+9,640.3%Added
Norges Bank415,332$264.3M0.05%−8,204−1.9%Reduced
Abrams Capital Management, L.P.SuperinvestorAbrams Capital539,305$343.1M7.53%00.0%Unchanged
Northern Trust Corp574,061$365.3M0.06%−2,360−0.4%Reduced
Primecap Management Co611,044$388.8M0.27%−1500.0%Reduced
Alkeon Capital Management LLC615,720$391.8M1.34%00.0%Unchanged
Fred Alger Management, LLC616,018$392.0M0.98%+121,708+24.6%Added
Meritage Group LP657,117$418.1M8.33%+2,101+0.3%Added
Capital World Investors821,480$522.7M0.08%−27,160−3.2%Reduced
Geode Capital Management, LLC933,187$592.2M0.07%+25,886+2.9%Added
Windacre Partnership LLC985,500$627.1M13.98%+316,700+47.4%Added
Capital Research Global Investors1,013,093$644.6M0.14%+4450.0%Added
Berkshire Partners LLC1,021,471$649.9M39.34%00.0%Unchanged
Matrix Capital Management Company, LP1,094,900$696.7M7.76%00.0%Unchanged
Altarock Partners LLC1,351,054$859.6M22.66%+24,872+1.9%Added
Stockbridge Partners LLC1,554,497$989.1M19.97%00.0%Unchanged
State Street Corp2,145,428$1.37B0.06%+13,955+0.7%Added
Vulcan Value Partners, LLC2,223,480$1.41B7.23%+179,787+8.8%Added
Principal Financial Group Inc2,927,814$1.86B1.11%+26,327+0.9%Added
BlackRock Inc.4,228,746$2.69B0.07%+328,367+8.4%Added
Vanguard Group Inc5,485,195$3.49B0.08%+20,534+0.4%Added
Capital International Investors6,553,399$4.17B0.88%+16,648+0.3%Added
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−1,757,245−100.0%Sold out
Lone Pine Capital LLCSuperinvestorLone Pine Capital0$00.00%−784,342−100.0%Sold out
Junto Capital Management LP0$00.00%−101,513−100.0%Sold out
Sandbar Asset Management LLP0$00.00%−42,507−100.0%Sold out
Graticule Asia Macro Advisors LLC0$00.00%−27,029−100.0%Sold out
HRT Financial LP0$00.00%−22,900−100.0%Sold out
Swedbank AB0$00.00%−21,341−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−14,175−100.0%Sold out
TIG Advisors, LLC0$00.00%−12,567−100.0%Sold out
Ossiam0$00.00%−12,141−100.0%Sold out
Manor Road Capital Partners, LLC0$00.00%−8,700−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−7,800−100.0%Sold out
Eos Focused Equity Management, L.P.0$00.00%−6,205−100.0%Sold out
Jade Capital Advisors, LLC0$00.00%−5,000−100.0%Sold out
Skye Global Management LP0$00.00%−4,300−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−3,562−100.0%Sold out
Fortis Capital Management LLC0$00.00%−3,202−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−2,913−100.0%Sold out
Capula Management Ltd0$00.00%−2,621−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−2,427−100.0%Sold out
L & S Advisors Inc0$00.00%−2,295−100.0%Sold out
University of Notre Dame du Lac0$00.00%−1,903−100.0%Sold out
PEAK6 Investments LLC0$00.00%−1,462−100.0%Sold out
WMS Partners, LLC0$00.00%−1,101−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−1,011−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−1,000−100.0%Sold out
Laurion Capital Management LP0$00.00%−846−100.0%Sold out
Virtu Financial LLC0$00.00%−837−100.0%Sold out
Ergoteles LLC0$00.00%−832−100.0%Sold out
CastleArk Alternatives, LLC0$00.00%−770−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−731−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−642−100.0%Sold out
Gries Financial LLC0$00.00%−628−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−615−100.0%Sold out
Meeder Asset Management Inc0$00.00%−570−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−563−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−515−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−479−100.0%Sold out
Boston Private Wealth LLC0$00.00%−476−100.0%Sold out
Centiva Capital, LP0$00.00%−398−100.0%Sold out
1832 Asset Management L.P.0$00.00%−388−100.0%Sold out