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, 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
Goodnow Investment Group, LLC44,217$23.7M3.65%+680+1.6%Added
Titan Global Capital Management USA LLC43,908$23.6M5.74%−725−1.6%Reduced
Anabranch Capital Management, LP43,256$23.2M24.14%+4,931+12.9%Added
East Coast Asset Management, LLC.42,295$22.7M10.76%−31,085−42.4%Reduced
Chicago Capital, LLC41,895$22.5M1.24%+39,595+1,721.5%Added
HSBC Holdings PLC42,145$22.4M0.03%+929+2.3%Added
GW&K Investment Management, LLC40,712$21.8M0.24%−1,761−4.1%Reduced
State of Wisconsin Investment Board40,153$21.5M0.06%−1,503−3.6%Reduced
Adage Capital Partners GP, L.L.C.40,010$21.5M0.05%−5,000−11.1%Reduced
BNP Paribas Arbitrage, SA39,977$21.5M0.05%+7,109+21.6%Added
Envestnet Asset Management Inc39,486$21.2M0.01%+26+0.1%Added
Partners Capital Investment Group, LLP39,266$21.1M1.42%−15,577−28.4%Reduced
Governors Lane LP38,490$20.7M1.75%+7,020+22.3%Added
Manufacturers Life Insurance Company, The38,369$20.6M0.01%+411+1.1%Added
Schonfeld Strategic Advisors LLC38,210$20.5M0.22%+38,210New
Adams Diversified Equity Fund, Inc.35,800$19.2M0.91%00.0%Unchanged
Wildcat Capital Management, LLC35,368$19.0M6.29%00.0%Unchanged
Barclays PLC35,209$18.9M0.02%−37,596−51.6%Reduced
Holocene Advisors, LP34,541$18.5M0.11%+33,946+5,705.2%Added
Royal Bank of Canada34,498$18.5M0.01%−5,766−14.3%Reduced
Russell Investments Group, Ltd.33,807$18.1M0.04%−3,811−10.1%Reduced
Bank of Montreal33,651$18.1M0.01%+1,837+5.8%Added
Minot Capital, LP33,335$17.9M3.61%+13,719+69.9%Added
Clough Capital Partners L P32,719$17.6M2.27%+3,905+13.6%Added
Tiff Advisory Services Inc32,494$17.4M6.31%+8,608+36.0%Added
Kemnay Advisory Services Inc.32,114$17.2M4.19%+15,539+93.7%Added
Public Employees Retirement System of Ohio31,759$17.0M0.07%−16,096−33.6%Reduced
Pennant Investors, LP31,500$16.9M7.30%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.31,316$16.8M0.07%−369−1.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.31,022$16.6M0.07%+2,627+9.3%Added
STRS Ohio31,000$16.6M0.07%00.0%Unchanged
Jane Street Group, LLC30,942$16.6M0.03%+23,723+328.6%Added
UBS Group AG30,694$16.5M0.01%−1,626−5.0%Reduced
Long Path Partners LP30,450$16.3M9.91%+30,450New
Chilton Capital Management LLC30,075$16.1M0.99%+50+0.2%Added
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
Center Lake Capital Management, LLC30,000$16.0M8.05%+30,000New
SEI Investments Co28,925$15.9M0.03%−704−2.4%Reduced
Citigroup Inc29,294$15.7M0.02%−3,826−11.6%Reduced
Intrinsic Edge Capital Management LLC29,172$15.7M1.40%+9,172+45.9%Added
Asset Management One Co.,Ltd.28,707$15.4M0.07%−227−0.8%Reduced
Mitsubishi UFJ Trust & Banking Corp28,443$15.3M0.04%+2,010+7.6%Added
Aviva PLC28,349$15.2M0.08%+13,310+88.5%Added
Mill Capital Management, LLC26,624$14.3M1.58%+1,802+7.3%Added
Stifel Financial Corp26,203$14.1M0.02%−562−2.1%Reduced
Squarepoint Ops LLC26,179$14.0M0.13%+9,859+60.4%Added
Stamina Capital Management LP26,035$14.0M14.82%−7,005−21.2%Reduced
Archon Partners LLC25,100$13.5M2.36%00.0%Unchanged
Wedge Capital Management L L P24,968$13.4M0.21%−946−3.7%Reduced
Group One Trading, L.P.24,624$13.2M0.38%+24,624New
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
Korea Investment CORP24,358$13.1M0.04%+9,258+61.3%Added
First Republic Investment Management, Inc.24,202$13.0M0.03%−5,999−19.9%Reduced
The PNC Financial Services Group, Inc.23,933$12.8M0.01%+427+1.8%Added
Putnam Investments LLC23,747$12.7M0.02%+4,733+24.9%Added
Swedbank AB23,629$12.7M0.03%+23,629New
Toronto Dominion Bank23,285$12.5M0.02%−1,491−6.0%Reduced
Ampfield Management, L.P.23,117$12.4M19.26%−4,010−14.8%Reduced
Pictet Asset Management SA22,632$12.1M0.02%−410−1.8%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund22,229$11.9M0.15%+5,800+35.3%Added
Treasurer of the State of North Carolina22,221$11.9M0.08%+2,904+15.0%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management22,100$11.9M0.24%+9,600+76.8%Added
Bluegrass Capital Partners LP22,000$11.8M10.69%00.0%Unchanged
Saya Management LP21,965$11.8M15.06%+7,200+48.8%Added
Royal London Asset Management Ltd21,392$11.5M0.05%+374+1.8%Added
CIBC Private Wealth Group, LLC20,982$11.3M0.03%−2,589−11.0%Reduced
Victory Capital Management Inc20,928$11.2M0.01%−577−2.7%Reduced
Weiss Multi-Strategy Advisers LLC20,752$11.1M0.34%+16,600+399.8%Added
Symmetry Investments LP20,550$11.0M6.10%−16,490−44.5%Reduced
Equitable Trust Co19,637$10.5M0.79%−40−0.2%Reduced
Natixis Advisors, L.P.19,429$10.4M0.05%−1,115−5.4%Reduced
Edgestream Partners, L.P.18,207$9.77M0.77%+16,688+1,098.6%Added
PYA Waltman Capital, LLC18,027$9.67M5.40%+1,194+7.1%Added
Great West Life Assurance Co17,616$9.46M0.02%−477−2.6%Reduced
First Trust Advisors LP17,535$9.41M0.01%+3,954+29.1%Added
Hudson Bay Capital Management LP17,500$9.39M0.09%+17,500New
Retirement Systems of Alabama17,191$9.23M0.04%−266−1.5%Reduced
Delta Investment Management, LLC16,868$9.05M4.13%−1,625−8.8%Reduced
TD Asset Management Inc16,711$8.97M0.01%−659−3.8%Reduced
Gilder Gagnon Howe & Co LLC16,124$8.65M0.15%−20−0.1%Reduced
Tudor Investment Corp Et Al15,852$8.51M0.25%+2,262+16.6%Added
Trustees of Princeton University15,607$8.38M15.37%00.0%Unchanged
Storebrand Asset Management AS15,503$8.32M0.05%+6,536+72.9%Added
Noble Path Asset Management LP15,463$8.30M8.87%+925+6.4%Added
Brown Advisory Inc15,446$8.29M0.02%+11,058+252.0%Added
Advisor Group Holdings, Inc.15,414$8.28M0.02%−29−0.2%Reduced
Investidor Profissional Gestao de Recursos Ltda.14,824$7.96M3.81%−50,274−77.2%Reduced
American International Group, Inc.14,824$7.96M0.05%−656−4.2%Reduced
MetLife Investment Management14,817$7.95M0.06%−188−1.3%Reduced
Arizona State Retirement System14,455$7.76M0.08%+53+0.4%Added
Comerica Bank13,405$7.70M0.06%+1,248+10.3%Added
Saba Capital Management, L.P.14,305$7.68M0.10%+14,305New
Zurcher Kantonalbank (Zurich Cantonalbank)14,085$7.56M0.04%−14,048−49.9%Reduced
Employees Retirement System of Texas14,000$7.51M0.11%00.0%Unchanged
Canada Pension Plan Investment Board13,856$7.44M0.01%+6,920+99.8%Added
Amalgamated Bank13,515$7.25M0.07%+226+1.7%Added
Worldquant Millennium Advisors LLC13,448$7.22M0.21%+336+2.6%Added
Oberndorf William E13,373$7.18M16.08%00.0%Unchanged