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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, 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
DuPont Capital Management Corp13,754$8.96M0.36%−459−3.2%Reduced
Employees Retirement System of Texas14,000$9.12M0.11%00.0%Unchanged
Arizona State Retirement System14,402$9.38M0.08%+62+0.4%Added
Noble Path Asset Management LP14,538$9.47M8.69%+850+6.2%Added
Saya Management LP14,765$9.62M8.60%+3,100+26.6%Added
MetLife Investment Management15,005$9.78M0.06%+3,437+29.7%Added
Aviva PLC15,039$9.80M0.05%+3,671+32.3%Added
Korea Investment CORP15,100$9.84M0.02%+5,200+52.5%Added
American International Group, Inc.15,480$10.1M0.06%−331−2.1%Reduced
Trustees of Princeton University15,607$10.2M6.61%00.0%Unchanged
Advisor Group Holdings, Inc.15,443$10.4M0.02%+1,930+14.3%Added
MAI Capital Management16,025$10.4M0.18%+1,446+9.9%Added
Gilder Gagnon Howe & Co LLC16,144$10.5M0.10%+11+0.1%Added
Squarepoint Ops LLC16,320$10.6M0.08%+14,833+997.5%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund16,429$10.7M0.11%+1,900+13.1%Added
Kemnay Advisory Services Inc.16,575$10.8M1.92%−26,919−61.9%Reduced
PYA Waltman Capital, LLC16,833$11.0M5.40%+153+0.9%Added
TD Asset Management Inc17,370$11.3M0.01%−70.0%Reduced
Janney Montgomery Scott LLC17,406$11.3M0.05%+14,827+574.9%Added
Retirement Systems of Alabama17,457$11.4M0.04%+108+0.6%Added
Natixis18,416$12.0M0.04%+15,859+620.2%Added
Cubist Systematic Strategies, LLC18,452$12.0M0.10%+15,566+539.4%Added
Delta Investment Management, LLC18,493$12.0M3.58%−199−1.1%Reduced
Scopus Asset Management, L.P.18,580$12.1M0.45%+11,842+175.7%Added
Great West Life Assurance Co18,093$12.4M0.03%−684−3.6%Reduced
Putnam Investments LLC19,014$12.4M0.02%−3,024−13.7%Reduced
Treasurer of the State of North Carolina19,317$12.6M0.07%+568+3.0%Added
Minot Capital, LP19,616$12.8M2.13%00.0%Unchanged
Victory Capital Management Inc21,505$12.8M0.01%+1,433+7.1%Added
Equitable Trust Co19,677$12.8M0.82%+329+1.7%Added
Intrinsic Edge Capital Management LLC20,000$13.0M1.03%+20,000New
Natixis Advisors, L.P.20,544$13.4M0.05%+3,437+20.1%Added
Royal London Asset Management Ltd21,018$13.7M0.05%+1,991+10.5%Added
Quest Investment Management LLC21,061$13.7M1.31%−3,763−15.2%Reduced
Mass Ave Global Inc.21,629$14.1M5.49%−13,633−38.7%Reduced
Bluegrass Capital Partners LP22,000$14.3M9.88%00.0%Unchanged
Neuberger Berman Group LLC22,377$14.6M0.01%−1,401−5.9%Reduced
Long Path Partners Fund, LP22,521$14.7M8.55%−38,393−63.0%Reduced
Pictet Asset Management SA23,042$15.0M0.02%+560+2.5%Added
Woodline Partners LP23,140$15.1M0.25%+15,360+197.4%Added
The PNC Financial Services Group, Inc.23,506$15.3M0.01%−1,255−5.1%Reduced
CIBC Private Wealth Group, LLC23,571$15.4M0.03%−7,867−25.0%Reduced
Tiff Advisory Services Inc23,886$15.6M5.56%−3,845−13.9%Reduced
Toronto Dominion Bank24,776$16.1M0.02%−232−0.9%Reduced
Mill Capital Management, LLC24,822$16.2M1.55%+465+1.9%Added
Archon Partners LLC25,100$16.4M2.17%+3,000+13.6%Added
Wedge Capital Management L L P25,914$16.9M0.23%−4,223−14.0%Reduced
Mitsubishi UFJ Trust & Banking Corp26,433$17.2M0.04%−799−2.9%Reduced
Stifel Financial Corp26,765$17.4M0.02%−1,500−5.3%Reduced
Ampfield Management, L.P.27,127$17.7M20.36%−28,277−51.0%Reduced
Lord, Abbett & Co. LLC27,321$17.8M0.05%−5,720−17.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)28,133$18.3M0.09%+4,499+19.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.28,395$18.5M0.07%+2,532+9.8%Added
Clough Capital Partners L P28,814$18.8M1.43%+280+1.0%Added
Asset Management One Co.,Ltd.28,934$18.9M0.07%−1,756−5.7%Reduced
SEI Investments Co29,629$19.4M0.04%+2,020+7.3%Added
Chilton Capital Management LLC30,025$19.6M1.03%+1,114+3.9%Added
First Republic Investment Management, Inc.30,201$19.7M0.04%+5,439+22.0%Added
State of New Jersey Common Pension Fund D30,318$19.8M0.06%+361+1.2%Added
STRS Ohio31,000$20.2M0.07%−592−1.9%Reduced
Governors Lane LP31,470$20.5M1.59%+31,470New
Pennant Investors, LP31,500$20.5M8.23%+3,406+12.1%Added
Chevy Chase Trust Holdings, Inc.31,685$20.6M0.07%+287+0.9%Added
UBS Group AG32,320$21.1M0.01%−2,327−6.7%Reduced
BNP Paribas Arbitrage, SA32,868$21.4M0.04%+1,511+4.8%Added
Bank of Montreal31,814$21.5M0.01%−15,563−32.8%Reduced
Stamina Capital Management LP33,040$21.5M9.02%+7,005+26.9%Added
Citigroup Inc33,120$21.6M0.02%−12,048−26.7%Reduced
Millennium Management LLC34,470$22.5M0.03%−57,446−62.5%Reduced
Wildcat Capital Management, LLC35,368$23.0M5.90%00.0%Unchanged
Adams Diversified Equity Fund, Inc.35,800$23.3M0.93%+35,800New
Symmetry Investments LP37,040$24.1M7.83%+5,840+18.7%Added
Qube Research & Technologies Ltd37,215$24.2M0.22%+37,215New
Russell Investments Group, Ltd.37,618$24.5M0.04%+3,115+9.0%Added
Ameriprise Financial Inc37,865$24.6M0.01%−551−1.4%Reduced
Manufacturers Life Insurance Company, The37,958$24.7M0.02%−29,412−43.7%Reduced
Anabranch Capital Management, LP38,325$25.0M17.15%−20,079−34.4%Reduced
Envestnet Asset Management Inc39,460$25.7M0.01%+4,188+11.9%Added
Royal Bank of Canada40,264$26.2M0.01%+7,639+23.4%Added
State of Wisconsin Investment Board41,656$27.1M0.06%−39,663−48.8%Reduced
HSBC Holdings PLC41,216$27.3M0.04%−5,476−11.7%Reduced
GW&K Investment Management, LLC42,473$27.7M0.25%+404+1.0%Added
Goodnow Investment Group, LLC43,537$28.4M3.00%−1,270−2.8%Reduced
Titan Global Capital Management USA LLC44,633$29.1M6.11%−1,151−2.5%Reduced
Adage Capital Partners GP, L.L.C.45,010$29.3M0.06%−13,484−23.1%Reduced
BRX Global LP45,538$29.7M28.03%00.0%Unchanged
Public Employees Retirement System of Ohio47,855$31.2M0.11%+20,005+71.8%Added
Partners Capital Investment Group, LLP54,843$35.7M1.76%−9,302−14.5%Reduced
Oakcliff Capital Partners, LP55,698$36.3M18.81%00.0%Unchanged
New York State Teachers Retirement System57,400$37.4M0.08%+220.0%Added
New York State Common Retirement Fund59,837$39.0M0.04%+1,370+2.3%Added
Ci Investments Inc.61,228$39.9M0.15%+8,162+15.4%Added
State Board of Administration of Florida Retirement System61,510$40.1M0.08%−1,040−1.7%Reduced
National Bank of Canada63,233$41.2M0.16%+63,022+29,868.2%Added
State of Tennessee, Treasury Department65,022$42.4M0.16%−12,289−15.9%Reduced
Investidor Profissional Gestao de Recursos Ltda.65,098$42.4M11.02%−12,706−16.3%Reduced
State of Michigan Retirement System65,792$42.9M0.25%+52,616+399.3%Added
Alliancebernstein L.P.67,918$44.3M0.02%+143+0.2%Added
Marshall Wace, LLP68,817$44.8M0.09%+65,956+2,305.3%Added
Barclays PLC72,805$47.4M0.04%+3,413+4.9%Added