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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, Q2 2022

Institutional positions in TransDigm Group INC as of Jun 30, 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
658
−16 vs. Q1 2022
Shares held
51.7M
+326.8K (+0.6%) vs. Q1 2022
Total value
$27.7B
−$5.67B (−17.0%) vs. Q1 2022
New holders
62
222 more added
Sold out
78
236 more reduced

10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 658 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 heldQ2 2022: $27.7B
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, Q2 2022

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2022.

Institutions holding TDG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors6,538,533$3.51B0.95%−19,304−0.3%Reduced
Vanguard Group Inc5,560,948$2.98B0.08%−41,384−0.7%Reduced
BlackRock Inc.4,729,596$2.54B0.08%+393,229+9.1%Added
Principal Financial Group Inc3,257,661$1.75B1.29%+173,413+5.6%Added
State Street Corp2,065,951$1.11B0.07%−72,679−3.4%Reduced
Stockbridge Partners LLC1,602,348$859.9M22.51%+47,851+3.1%Added
Altarock Partners LLC1,458,679$782.8M24.16%+37,400+2.6%Added
Capital Research Global Investors1,350,810$724.9M0.23%+419,394+45.0%Added
Vulcan Value Partners, LLC1,230,172$660.2M6.46%−794,718−39.2%Reduced
Matrix Capital Management Company, LP1,094,900$587.6M13.32%00.0%Unchanged
Berkshire Partners LLC1,021,471$548.2M53.88%00.0%Unchanged
Geode Capital Management, LLC995,668$533.3M0.08%+8,097+0.8%Added
Capital World Investors804,973$432.0M0.09%−15,940−1.9%Reduced
Primecap Management Co608,594$326.6M0.29%00.0%Unchanged
Morgan Stanley581,550$312.1M0.04%+337,667+138.5%Added
Meritage Group LP570,393$306.1M8.84%−46,729−7.6%Reduced
Abrams Capital Management, L.P.SuperinvestorAbrams Capital539,305$289.4M7.78%00.0%Unchanged
Northern Trust Corp528,065$283.4M0.06%−30,437−5.4%Reduced
Windacre Partnership LLC518,400$278.2M5.84%−206,000−28.4%Reduced
Fred Alger Management, LLC507,420$272.3M1.27%−58,475−10.3%Reduced
Alkeon Capital Management LLC411,613$220.9M1.33%−96,107−18.9%Reduced
Westfield Capital Management Co LP405,360$217.5M1.71%+8,306+2.1%Added
FMR LLC383,929$206.0M0.02%−140,167−26.7%Reduced
Voya Investment Management LLC383,754$205.9M0.52%−8,158−2.1%Reduced
Bank of America Corp374,075$200.8M0.02%+60,129+19.2%Added
Bank of New York Mellon Corp363,702$195.2M0.04%−26,822−6.9%Reduced
DF Dent & Co Inc357,464$191.8M2.71%−21,002−5.5%Reduced
Balyasny Asset Management LLC337,202$181.0M0.76%+241,731+253.2%Added
Legal & General Group Plc326,075$175.0M0.06%+5,076+1.6%Added
Atalan Capital Partners, LP305,000$163.7M15.94%+22,000+7.8%Added
UBS Asset Management Americas Inc293,613$157.6M0.08%−5,693−1.9%Reduced
Deccan Value Investors L.P.293,159$157.3M13.29%−56,246−16.1%Reduced
Charles Schwab Investment Management Inc277,642$149.0M0.05%−890.0%Reduced
Norges Bank272,369$146.2M0.04%−165,050−37.7%Reduced
Invesco Ltd.272,181$146.1M0.04%+11,302+4.3%Added
Artisan Partners Limited Partnership236,192$126.8M0.21%+38,877+19.7%Added
Swiss National Bank228,561$122.7M0.08%+1,200+0.5%Added
American Century Companies Inc228,353$122.6M0.10%+220,632+2,857.6%Added
Ameriprise Financial Inc219,861$118.0M0.04%+181,996+480.6%Added
Nuveen Asset Management, LLC213,814$114.7M0.04%−2,398−1.1%Reduced
Wells Fargo & Company201,330$108.0M0.03%−13,263−6.2%Reduced
Mar Vista Investment Partners LLC181,597$97.5M4.01%−22,960−11.2%Reduced
Blair William & Co175,558$94.2M0.42%+659+0.4%Added
XN LP175,318$94.1M9.19%−35,482−16.8%Reduced
Price T Rowe Associates Inc175,072$94.0M0.01%−3,410−1.9%Reduced
Advent International Corp164,756$88.4M0.62%00.0%Unchanged
APG Asset Management N.V.168,732$86.6M0.20%−28,251−14.3%Reduced
Dimensional Fund Advisors LP160,220$86.0M0.03%+957+0.6%Added
Heard Capital LLC155,986$83.7M9.28%+17,575+12.7%Added
Sumitomo Mitsui Trust Holdings, Inc.149,520$80.2M0.06%+7,855+5.5%Added
Select Equity Group, L.P.149,369$80.2M0.30%+21,814+17.1%Added
Triple Frond Partners LLC146,400$78.6M12.01%00.0%Unchanged
Renaissance Technologies LLC139,100$74.7M0.09%+132,100+1,887.1%Added
Spyglass Capital Management LLC138,081$74.1M4.12%−21,335−13.4%Reduced
Sands Capital Management, LLC134,131$72.0M0.25%−5,460−3.9%Reduced
Goldman Sachs Group Inc131,382$70.5M0.02%−60,042−31.4%Reduced
US Bancorp130,558$70.1M0.14%−3,023−2.3%Reduced
Yiheng Capital Management, L.P.125,227$67.2M4.82%+20,300+19.3%Added
Bamco Inc125,000$67.1M0.22%00.0%Unchanged
Prudential Financial Inc125,540$66.2M0.10%+29,731+31.0%Added
Deutsche Bank AG120,096$64.5M0.04%+655+0.5%Added
Franklin Resources Inc117,697$63.2M0.03%+387+0.3%Added
Capital International Inc112,581$60.4M0.84%−418−0.4%Reduced
Alleghany Corp112,380$60.3M2.28%00.0%Unchanged
Crow's Nest Holdings LP106,470$57.1M20.42%+9,070+9.3%Added
California Public Employees Retirement System104,922$56.3M0.05%−4,473−4.1%Reduced
Bristol John W & Co Inc103,960$55.8M1.37%−2,656−2.5%Reduced
Brown Brothers Harriman & Co103,836$55.7M0.48%−10.0%Reduced
Millennium Management LLC96,939$52.0M0.07%+62,469+181.2%Added
Rhumbline Advisers94,313$50.6M0.07%+8,393+9.8%Added
Douglas Lane & Associates, LLC90,772$48.7M0.83%+4,676+5.4%Added
EULAV Asset Management89,200$47.9M1.98%−8,600−8.8%Reduced
Raymond James & Associates89,028$47.8M0.05%−503−0.6%Reduced
Credit Suisse AG87,539$47.0M0.05%−5,251−5.7%Reduced
California State Teachers Retirement System87,448$46.9M0.07%+68+0.1%Added
Junto Capital Management LP86,483$46.4M1.38%+86,483New
National Pension Service84,700$45.5M0.09%+6,139+7.8%Added
Voloridge Investment Management, LLC83,729$44.9M0.23%−12,739−13.2%Reduced
Cat Rock Capital Management LP81,323$43.6M9.29%−35,000−30.1%Reduced
Capital Group Private Client Services, Inc.80,160$43.0M0.56%−2,073−2.5%Reduced
Arrowstreet Capital, Limited Partnership79,571$42.7M0.06%−15,124−16.0%Reduced
Artemis Investment Management LLP75,866$40.8M0.42%−70,319−48.1%Reduced
Alyeska Investment Group, L.P.72,105$38.7M0.44%−32,386−31.0%Reduced
State of Michigan Retirement System70,492$37.8M0.26%+4,700+7.1%Added
Eagle Asset Management Inc70,270$37.7M0.24%+70,270New
Douglass Winthrop Advisors, LLC69,945$37.5M1.06%+69,595+19,884.3%Added
Alliancebernstein L.P.67,462$36.2M0.02%−456−0.7%Reduced
Citadel Advisors LLC66,663$35.8M0.05%−48,356−42.0%Reduced
Ci Investments Inc.66,145$35.5M0.17%+4,917+8.0%Added
Point72 Asset Management, L.P.64,200$34.5M0.16%+64,200New
JPMorgan Chase & Co63,840$34.3M0.01%−50,794−44.3%Reduced
1832 Asset Management L.P.63,647$34.2M0.07%+63,647New
State Board of Administration of Florida Retirement System59,210$31.8M0.08%−2,300−3.7%Reduced
New York State Common Retirement Fund57,347$30.8M0.04%−2,490−4.2%Reduced
New York State Teachers Retirement System56,906$30.5M0.07%−494−0.9%Reduced
State of Tennessee, Treasury Department56,759$30.5M0.14%−8,263−12.7%Reduced
Oakcliff Capital Partners, LP55,698$29.9M22.04%00.0%Unchanged
Walleye Capital LLC55,471$29.8M0.85%+54,945+10,445.8%Added
BRX Global LP45,538$24.4M28.11%00.0%Unchanged
Cartenna Capital, LP45,000$24.1M6.34%+45,000New