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, Q1 2022

Institutional positions in TransDigm Group INC as of Mar 31, 2022. 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
684
+29 vs. Q4 2021
Shares held
51.7M
−565.7K (−1.1%) vs. Q4 2021
Total value
$33.7B
+$402.1M (+1.2%) vs. Q4 2021
New holders
81
273 more added
Sold out
52
208 more reduced

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 684 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 heldQ1 2022: $33.7B
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, Q1 2022

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2021.

Institutions holding TDG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors6,557,837$4.27B0.97%+4,438+0.1%Added
Vanguard Group Inc5,602,332$3.65B0.09%+117,137+2.1%Added
BlackRock Inc.4,336,367$2.83B0.08%+107,621+2.5%Added
Principal Financial Group Inc3,084,248$2.01B1.27%+156,434+5.3%Added
State Street Corp2,138,630$1.39B0.07%−6,798−0.3%Reduced
Vulcan Value Partners, LLC2,024,890$1.32B8.10%−198,590−8.9%Reduced
Stockbridge Partners LLC1,554,497$1.01B21.86%00.0%Unchanged
Altarock Partners LLC1,421,279$926.0M23.61%+70,225+5.2%Added
Matrix Capital Management Company, LP1,094,900$713.4M8.56%00.0%Unchanged
Berkshire Partners LLC1,021,471$665.5M46.25%00.0%Unchanged
Geode Capital Management, LLC987,571$641.9M0.08%+54,384+5.8%Added
Capital Research Global Investors931,416$606.9M0.15%−81,677−8.1%Reduced
Capital World Investors820,913$534.9M0.09%−567−0.1%Reduced
Windacre Partnership LLC724,400$472.0M9.92%−261,100−26.5%Reduced
Meritage Group LP617,122$402.1M8.62%−39,995−6.1%Reduced
Primecap Management Co608,594$396.5M0.30%−2,450−0.4%Reduced
Fred Alger Management, LLC565,895$368.7M1.18%−50,123−8.1%Reduced
Northern Trust Corp558,502$363.9M0.06%−15,559−2.7%Reduced
Abrams Capital Management, L.P.SuperinvestorAbrams Capital539,305$351.4M8.20%00.0%Unchanged
FMR LLC524,096$341.5M0.03%+155,888+42.3%Added
Alkeon Capital Management LLC507,720$330.8M1.48%−108,000−17.5%Reduced
Norges Bank437,419$285.0M0.06%+22,087+5.3%Added
Westfield Capital Management Co LP397,054$258.7M1.66%+35,327+9.8%Added
Voya Investment Management LLC391,912$255.3M0.53%−10,779−2.7%Reduced
Bank of New York Mellon Corp390,524$254.4M0.05%+40,705+11.6%Added
DF Dent & Co Inc378,466$246.6M2.84%+1,449+0.4%Added
Parametric Portfolio Associates LLC371,317$241.9M0.13%+54,747+17.3%Added
Deccan Value Investors L.P.349,405$227.7M11.59%−61,304−14.9%Reduced
Legal & General Group Plc320,999$209.1M0.06%+15,106+4.9%Added
Bank of America Corp313,946$204.5M0.02%+1,065+0.3%Added
UBS Asset Management Americas Inc299,306$195.0M0.08%−51,672−14.7%Reduced
Atalan Capital Partners, LP283,000$184.4M13.60%00.0%Unchanged
Charles Schwab Investment Management Inc277,731$181.0M0.05%+9,870+3.7%Added
Invesco Ltd.260,879$170.0M0.04%−42,023−13.9%Reduced
Morgan Stanley243,883$158.9M0.02%+12,018+5.2%Added
Swiss National Bank227,361$148.1M0.08%+28,300+14.2%Added
Nuveen Asset Management, LLC216,212$141.7M0.05%−4,409−2.0%Reduced
Wells Fargo & Company214,593$139.8M0.04%+11,748+5.8%Added
XN LP210,800$137.3M11.01%−42,500−16.8%Reduced
Mar Vista Investment Partners LLC204,557$133.3M4.18%+8,632+4.4%Added
Artisan Partners Limited Partnership197,315$128.6M0.17%+113,213+134.6%Added
Goldman Sachs Group Inc191,424$124.7M0.03%+14,657+8.3%Added
Price T Rowe Associates Inc178,482$116.3M0.01%+1,338+0.8%Added
APG Asset Management N.V.196,983$115.3M0.22%−19,301−8.9%Reduced
Blair William & Co174,899$114.0M0.40%−3,419−1.9%Reduced
Bank of Nova Scotia171,551$111.8M0.19%+154,609+912.6%Added
Advent International Corp164,756$107.3M0.66%00.0%Unchanged
Third Point LLCSuperinvestorThird Point160,000$104.2M1.36%−166,878−51.1%Reduced
Spyglass Capital Management LLC159,416$103.9M3.55%−40,223−20.1%Reduced
Dimensional Fund Advisors LP159,263$103.8M0.03%+1,132+0.7%Added
Triple Frond Partners LLC146,400$95.4M11.81%00.0%Unchanged
Artemis Investment Management LLP146,185$95.1M0.77%−8,372−5.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.141,665$92.3M0.06%−566−0.4%Reduced
Sands Capital Management, LLC139,591$90.9M0.21%−8,032−5.4%Reduced
Heard Capital LLC138,411$90.2M8.26%+39,925+40.5%Added
US Bancorp133,581$87.0M0.14%−2,315−1.7%Reduced
Select Equity Group, L.P.127,555$83.1M0.27%−283,778−69.0%Reduced
Bamco Inc125,000$81.4M0.20%00.0%Unchanged
Deutsche Bank AG119,441$77.8M0.04%−19,888−14.3%Reduced
Franklin Resources Inc117,310$76.4M0.03%+789+0.7%Added
Cat Rock Capital Management LP116,323$75.8M7.88%+2,296+2.0%Added
Citadel Advisors LLC115,019$74.9M0.09%−93,051−44.7%Reduced
JPMorgan Chase & Co114,634$74.7M0.01%+57,519+100.7%Added
Capital International Inc112,999$73.6M0.82%−2,442−2.1%Reduced
Alleghany Corp112,380$73.2M2.31%+45,880+69.0%Added
California Public Employees Retirement System109,395$71.3M0.06%−3,604−3.2%Reduced
Bristol John W & Co Inc106,616$69.5M1.38%−2,200−2.0%Reduced
Yiheng Capital Management, L.P.104,927$68.4M4.37%−42,784−29.0%Reduced
Alyeska Investment Group, L.P.104,491$68.1M0.75%+36,544+53.8%Added
Brown Brothers Harriman & Co103,837$67.7M0.48%+60.0%Added
EULAV Asset Management97,800$63.7M1.90%−3,000−3.0%Reduced
Crow's Nest Holdings LP97,400$63.5M16.01%+71,000+268.9%Added
Voloridge Investment Management, LLC96,468$62.9M0.36%+80,358+498.8%Added
Prudential Financial Inc95,809$62.4M0.08%+50,429+111.1%Added
Balyasny Asset Management LLC95,471$62.2M0.27%−11,694−10.9%Reduced
Arrowstreet Capital, Limited Partnership94,695$61.7M0.08%+5,449+6.1%Added
Credit Suisse AG92,790$60.5M0.05%+16,966+22.4%Added
Raymond James & Associates89,531$58.3M0.05%+9,890+12.4%Added
California State Teachers Retirement System87,380$56.9M0.07%−4,724−5.1%Reduced
Douglas Lane & Associates, LLC86,096$56.1M0.79%+10,661+14.1%Added
Rhumbline Advisers85,920$56.0M0.07%+586+0.7%Added
Capital Group Private Client Services, Inc.82,233$53.6M0.59%+59+0.1%Added
National Pension Service78,561$51.2M0.09%+2,645+3.5%Added
East Coast Asset Management, LLC.73,380$47.8M11.37%+385+0.5%Added
Barclays PLC72,805$47.4M0.04%+3,413+4.9%Added
Marshall Wace, LLP68,817$44.8M0.09%+65,956+2,305.3%Added
Alliancebernstein L.P.67,918$44.3M0.02%+143+0.2%Added
State of Michigan Retirement System65,792$42.9M0.25%+52,616+399.3%Added
Investidor Profissional Gestao de Recursos Ltda.65,098$42.4M11.02%−12,706−16.3%Reduced
State of Tennessee, Treasury Department65,022$42.4M0.16%−12,289−15.9%Reduced
National Bank of Canada63,233$41.2M0.16%+63,022+29,868.2%Added
State Board of Administration of Florida Retirement System61,510$40.1M0.08%−1,040−1.7%Reduced
Ci Investments Inc.61,228$39.9M0.15%+8,162+15.4%Added
New York State Common Retirement Fund59,837$39.0M0.04%+1,370+2.3%Added
New York State Teachers Retirement System57,400$37.4M0.08%+220.0%Added
Oakcliff Capital Partners, LP55,698$36.3M18.81%00.0%Unchanged
Partners Capital Investment Group, LLP54,843$35.7M1.76%−9,302−14.5%Reduced
Public Employees Retirement System of Ohio47,855$31.2M0.11%+20,005+71.8%Added
BRX Global LP45,538$29.7M28.03%00.0%Unchanged
Adage Capital Partners GP, L.L.C.45,010$29.3M0.06%−13,484−23.1%Reduced