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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
Swedbank AB23,629$12.7M0.03%+23,629New
Putnam Investments LLC23,747$12.7M0.02%+4,733+24.9%Added
The PNC Financial Services Group, Inc.23,933$12.8M0.01%+427+1.8%Added
First Republic Investment Management, Inc.24,202$13.0M0.03%−5,999−19.9%Reduced
Korea Investment CORP24,358$13.1M0.04%+9,258+61.3%Added
Neuberger Berman Group LLC24,388$13.1M0.01%+2,011+9.0%Added
Cubist Systematic Strategies, LLC24,391$13.1M0.10%+5,939+32.2%Added
Group One Trading, L.P.24,624$13.2M0.38%+24,624New
Wedge Capital Management L L P24,968$13.4M0.21%−946−3.7%Reduced
Archon Partners LLC25,100$13.5M2.36%00.0%Unchanged
Stamina Capital Management LP26,035$14.0M14.82%−7,005−21.2%Reduced
Squarepoint Ops LLC26,179$14.0M0.13%+9,859+60.4%Added
Stifel Financial Corp26,203$14.1M0.02%−562−2.1%Reduced
Mill Capital Management, LLC26,624$14.3M1.58%+1,802+7.3%Added
Aviva PLC28,349$15.2M0.08%+13,310+88.5%Added
Mitsubishi UFJ Trust & Banking Corp28,443$15.3M0.04%+2,010+7.6%Added
Asset Management One Co.,Ltd.28,707$15.4M0.07%−227−0.8%Reduced
Intrinsic Edge Capital Management LLC29,172$15.7M1.40%+9,172+45.9%Added
Citigroup Inc29,294$15.7M0.02%−3,826−11.6%Reduced
SEI Investments Co28,925$15.9M0.03%−704−2.4%Reduced
Center Lake Capital Management, LLC30,000$16.0M8.05%+30,000New
State of New Jersey Common Pension Fund D29,881$16.0M0.06%−437−1.4%Reduced
Lord, Abbett & Co. LLC29,880$16.0M0.06%+2,559+9.4%Added
Chilton Capital Management LLC30,075$16.1M0.99%+50+0.2%Added
Long Path Partners LP30,450$16.3M9.91%+30,450New
UBS Group AG30,694$16.5M0.01%−1,626−5.0%Reduced
Jane Street Group, LLC30,942$16.6M0.03%+23,723+328.6%Added
STRS Ohio31,000$16.6M0.07%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.31,022$16.6M0.07%+2,627+9.3%Added
Chevy Chase Trust Holdings, Inc.31,316$16.8M0.07%−369−1.2%Reduced
Pennant Investors, LP31,500$16.9M7.30%00.0%Unchanged
Public Employees Retirement System of Ohio31,759$17.0M0.07%−16,096−33.6%Reduced
Kemnay Advisory Services Inc.32,114$17.2M4.19%+15,539+93.7%Added
Tiff Advisory Services Inc32,494$17.4M6.31%+8,608+36.0%Added
Clough Capital Partners L P32,719$17.6M2.27%+3,905+13.6%Added
Minot Capital, LP33,335$17.9M3.61%+13,719+69.9%Added
Bank of Montreal33,651$18.1M0.01%+1,837+5.8%Added
Russell Investments Group, Ltd.33,807$18.1M0.04%−3,811−10.1%Reduced
Royal Bank of Canada34,498$18.5M0.01%−5,766−14.3%Reduced
Holocene Advisors, LP34,541$18.5M0.11%+33,946+5,705.2%Added
Barclays PLC35,209$18.9M0.02%−37,596−51.6%Reduced
Wildcat Capital Management, LLC35,368$19.0M6.29%00.0%Unchanged
Adams Diversified Equity Fund, Inc.35,800$19.2M0.91%00.0%Unchanged
Schonfeld Strategic Advisors LLC38,210$20.5M0.22%+38,210New
Manufacturers Life Insurance Company, The38,369$20.6M0.01%+411+1.1%Added
Governors Lane LP38,490$20.7M1.75%+7,020+22.3%Added
Partners Capital Investment Group, LLP39,266$21.1M1.42%−15,577−28.4%Reduced
Envestnet Asset Management Inc39,486$21.2M0.01%+26+0.1%Added
BNP Paribas Arbitrage, SA39,977$21.5M0.05%+7,109+21.6%Added
Adage Capital Partners GP, L.L.C.40,010$21.5M0.05%−5,000−11.1%Reduced
State of Wisconsin Investment Board40,153$21.5M0.06%−1,503−3.6%Reduced
GW&K Investment Management, LLC40,712$21.8M0.24%−1,761−4.1%Reduced
HSBC Holdings PLC42,145$22.4M0.03%+929+2.3%Added
Chicago Capital, LLC41,895$22.5M1.24%+39,595+1,721.5%Added
East Coast Asset Management, LLC.42,295$22.7M10.76%−31,085−42.4%Reduced
Anabranch Capital Management, LP43,256$23.2M24.14%+4,931+12.9%Added
Titan Global Capital Management USA LLC43,908$23.6M5.74%−725−1.6%Reduced
Goodnow Investment Group, LLC44,217$23.7M3.65%+680+1.6%Added
Cartenna Capital, LP45,000$24.1M6.34%+45,000New
BRX Global LP45,538$24.4M28.11%00.0%Unchanged
Walleye Capital LLC55,471$29.8M0.85%+54,945+10,445.8%Added
Oakcliff Capital Partners, LP55,698$29.9M22.04%00.0%Unchanged
State of Tennessee, Treasury Department56,759$30.5M0.14%−8,263−12.7%Reduced
New York State Teachers Retirement System56,906$30.5M0.07%−494−0.9%Reduced
New York State Common Retirement Fund57,347$30.8M0.04%−2,490−4.2%Reduced
State Board of Administration of Florida Retirement System59,210$31.8M0.08%−2,300−3.7%Reduced
1832 Asset Management L.P.63,647$34.2M0.07%+63,647New
JPMorgan Chase & Co63,840$34.3M0.01%−50,794−44.3%Reduced
Point72 Asset Management, L.P.64,200$34.5M0.16%+64,200New
Ci Investments Inc.66,145$35.5M0.17%+4,917+8.0%Added
Citadel Advisors LLC66,663$35.8M0.05%−48,356−42.0%Reduced
Alliancebernstein L.P.67,462$36.2M0.02%−456−0.7%Reduced
Douglass Winthrop Advisors, LLC69,945$37.5M1.06%+69,595+19,884.3%Added
Eagle Asset Management Inc70,270$37.7M0.24%+70,270New
State of Michigan Retirement System70,492$37.8M0.26%+4,700+7.1%Added
Alyeska Investment Group, L.P.72,105$38.7M0.44%−32,386−31.0%Reduced
Artemis Investment Management LLP75,866$40.8M0.42%−70,319−48.1%Reduced
Arrowstreet Capital, Limited Partnership79,571$42.7M0.06%−15,124−16.0%Reduced
Capital Group Private Client Services, Inc.80,160$43.0M0.56%−2,073−2.5%Reduced
Cat Rock Capital Management LP81,323$43.6M9.29%−35,000−30.1%Reduced
Voloridge Investment Management, LLC83,729$44.9M0.23%−12,739−13.2%Reduced
National Pension Service84,700$45.5M0.09%+6,139+7.8%Added
Junto Capital Management LP86,483$46.4M1.38%+86,483New
California State Teachers Retirement System87,448$46.9M0.07%+68+0.1%Added
Credit Suisse AG87,539$47.0M0.05%−5,251−5.7%Reduced
Raymond James & Associates89,028$47.8M0.05%−503−0.6%Reduced
EULAV Asset Management89,200$47.9M1.98%−8,600−8.8%Reduced
Douglas Lane & Associates, LLC90,772$48.7M0.83%+4,676+5.4%Added
Rhumbline Advisers94,313$50.6M0.07%+8,393+9.8%Added
Millennium Management LLC96,939$52.0M0.07%+62,469+181.2%Added
Brown Brothers Harriman & Co103,836$55.7M0.48%−10.0%Reduced
Bristol John W & Co Inc103,960$55.8M1.37%−2,656−2.5%Reduced
California Public Employees Retirement System104,922$56.3M0.05%−4,473−4.1%Reduced
Crow's Nest Holdings LP106,470$57.1M20.42%+9,070+9.3%Added
Alleghany Corp112,380$60.3M2.28%00.0%Unchanged
Capital International Inc112,581$60.4M0.84%−418−0.4%Reduced
Franklin Resources Inc117,697$63.2M0.03%+387+0.3%Added
Deutsche Bank AG120,096$64.5M0.04%+655+0.5%Added
Prudential Financial Inc125,540$66.2M0.10%+29,731+31.0%Added
Bamco Inc125,000$67.1M0.22%00.0%Unchanged