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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
Yiheng Capital Management, L.P.125,227$67.2M4.82%+20,300+19.3%Added
US Bancorp130,558$70.1M0.14%−3,023−2.3%Reduced
Goldman Sachs Group Inc131,382$70.5M0.02%−60,042−31.4%Reduced
Sands Capital Management, LLC134,131$72.0M0.25%−5,460−3.9%Reduced
Spyglass Capital Management LLC138,081$74.1M4.12%−21,335−13.4%Reduced
Renaissance Technologies LLC139,100$74.7M0.09%+132,100+1,887.1%Added
Triple Frond Partners LLC146,400$78.6M12.01%00.0%Unchanged
Select Equity Group, L.P.149,369$80.2M0.30%+21,814+17.1%Added
Sumitomo Mitsui Trust Holdings, Inc.149,520$80.2M0.06%+7,855+5.5%Added
Heard Capital LLC155,986$83.7M9.28%+17,575+12.7%Added
Dimensional Fund Advisors LP160,220$86.0M0.03%+957+0.6%Added
APG Asset Management N.V.168,732$86.6M0.20%−28,251−14.3%Reduced
Advent International Corp164,756$88.4M0.62%00.0%Unchanged
Price T Rowe Associates Inc175,072$94.0M0.01%−3,410−1.9%Reduced
XN LP175,318$94.1M9.19%−35,482−16.8%Reduced
Blair William & Co175,558$94.2M0.42%+659+0.4%Added
Mar Vista Investment Partners LLC181,597$97.5M4.01%−22,960−11.2%Reduced
Wells Fargo & Company201,330$108.0M0.03%−13,263−6.2%Reduced
Nuveen Asset Management, LLC213,814$114.7M0.04%−2,398−1.1%Reduced
Ameriprise Financial Inc219,861$118.0M0.04%+181,996+480.6%Added
American Century Companies Inc228,353$122.6M0.10%+220,632+2,857.6%Added
Swiss National Bank228,561$122.7M0.08%+1,200+0.5%Added
Artisan Partners Limited Partnership236,192$126.8M0.21%+38,877+19.7%Added
Invesco Ltd.272,181$146.1M0.04%+11,302+4.3%Added
Norges Bank272,369$146.2M0.04%−165,050−37.7%Reduced
Charles Schwab Investment Management Inc277,642$149.0M0.05%−890.0%Reduced
Deccan Value Investors L.P.293,159$157.3M13.29%−56,246−16.1%Reduced
UBS Asset Management Americas Inc293,613$157.6M0.08%−5,693−1.9%Reduced
Atalan Capital Partners, LP305,000$163.7M15.94%+22,000+7.8%Added
Legal & General Group Plc326,075$175.0M0.06%+5,076+1.6%Added
Balyasny Asset Management LLC337,202$181.0M0.76%+241,731+253.2%Added
DF Dent & Co Inc357,464$191.8M2.71%−21,002−5.5%Reduced
Bank of New York Mellon Corp363,702$195.2M0.04%−26,822−6.9%Reduced
Bank of America Corp374,075$200.8M0.02%+60,129+19.2%Added
Voya Investment Management LLC383,754$205.9M0.52%−8,158−2.1%Reduced
FMR LLC383,929$206.0M0.02%−140,167−26.7%Reduced
Westfield Capital Management Co LP405,360$217.5M1.71%+8,306+2.1%Added
Alkeon Capital Management LLC411,613$220.9M1.33%−96,107−18.9%Reduced
Fred Alger Management, LLC507,420$272.3M1.27%−58,475−10.3%Reduced
Windacre Partnership LLC518,400$278.2M5.84%−206,000−28.4%Reduced
Northern Trust Corp528,065$283.4M0.06%−30,437−5.4%Reduced
Abrams Capital Management, L.P.SuperinvestorAbrams Capital539,305$289.4M7.78%00.0%Unchanged
Meritage Group LP570,393$306.1M8.84%−46,729−7.6%Reduced
Morgan Stanley581,550$312.1M0.04%+337,667+138.5%Added
Primecap Management Co608,594$326.6M0.29%00.0%Unchanged
Capital World Investors804,973$432.0M0.09%−15,940−1.9%Reduced
Geode Capital Management, LLC995,668$533.3M0.08%+8,097+0.8%Added
Berkshire Partners LLC1,021,471$548.2M53.88%00.0%Unchanged
Matrix Capital Management Company, LP1,094,900$587.6M13.32%00.0%Unchanged
Vulcan Value Partners, LLC1,230,172$660.2M6.46%−794,718−39.2%Reduced
Capital Research Global Investors1,350,810$724.9M0.23%+419,394+45.0%Added
Altarock Partners LLC1,458,679$782.8M24.16%+37,400+2.6%Added
Stockbridge Partners LLC1,602,348$859.9M22.51%+47,851+3.1%Added
State Street Corp2,065,951$1.11B0.07%−72,679−3.4%Reduced
Principal Financial Group Inc3,257,661$1.75B1.29%+173,413+5.6%Added
BlackRock Inc.4,729,596$2.54B0.08%+393,229+9.1%Added
Vanguard Group Inc5,560,948$2.98B0.08%−41,384−0.7%Reduced
Capital International Investors6,538,533$3.51B0.95%−19,304−0.3%Reduced
Third Point LLCSuperinvestorThird Point0$00.00%−160,000−100.0%Sold out
Woodline Partners LP0$00.00%−23,140−100.0%Sold out
Mass Ave Global Inc.0$00.00%−21,629−100.0%Sold out
Quest Investment Management LLC0$00.00%−21,061−100.0%Sold out
Columbus Hill Capital Management, L.P.0$00.00%−12,801−100.0%Sold out
Aravt Global LLC0$00.00%−8,767−100.0%Sold out
Mackay Shields LLC0$00.00%−7,527−100.0%Sold out
Moore Capital Management, LP0$00.00%−6,494−100.0%Sold out
Family Management Corp0$00.00%−5,569−100.0%Sold out
FORA Capital, LLC0$00.00%−3,407−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−3,451−100.0%Sold out
HRT Financial LP0$00.00%−2,202−100.0%Sold out
First Hawaiian Bank0$00.00%−2,061−100.0%Sold out
Pearl River Capital, LLC0$00.00%−1,877−100.0%Sold out
Atria Investments LLC0$00.00%−1,726−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−1,700−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−1,557−100.0%Sold out
Two Sigma Investments, LP0$00.00%−1,528−100.0%Sold out
Caxton Corp0$00.00%−1,391−100.0%Sold out
Tributary Capital Management, LLC0$00.00%−1,230−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,210−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−1,100−100.0%Sold out
Alpha Square Group S, LLC0$00.00%−996−100.0%Sold out
Quadrature Capital Ltd0$00.00%−863−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−840−100.0%Sold out
IBM Retirement Fund0$00.00%−824−100.0%Sold out
Acadian Asset Management LLC0$00.00%−800−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−755−100.0%Sold out
Jump Financial, LLC0$00.00%−700−100.0%Sold out
Asset Dedication, LLC0$00.00%−666−100.0%Sold out
Oak Thistle LLC0$00.00%−622−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−595−100.0%Sold out
Zeke Capital Advisors, LLC0$00.00%−565−100.0%Sold out
Dixon Hubard Feinour & Brown Inc0$00.00%−499−100.0%Sold out
Cypress Capital Group0$00.00%−484−100.0%Sold out
Parametrica Management Ltd0$00.00%−471−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−434−100.0%Sold out
KG&L Capital Management,LLC0$00.00%−402−100.0%Sold out
Laurion Capital Management LP0$00.00%−400−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−393−100.0%Sold out
WMS Partners, LLC0$00.00%−391−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−370−100.0%Sold out