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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, Q3 2022

Institutional positions in TransDigm Group INC as of Sep 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
649
−4 vs. Q2 2022
Shares held
52.5M
+815.4K (+1.6%) vs. Q2 2022
Total value
$27.5B
−$201.6M (−0.7%) vs. Q2 2022
New holders
49
237 more added
Sold out
53
228 more reduced

5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 649 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 heldQ3 2022: $27.5B
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, Q3 2022

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q2 2022.

Institutions holding TDG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors6,544,816$3.43B1.00%+6,283+0.1%Added
Vanguard Group Inc5,579,729$2.93B0.09%+18,781+0.3%Added
BlackRock Inc.4,790,298$2.51B0.09%+60,702+1.3%Added
Principal Financial Group Inc3,302,704$1.73B1.38%+45,043+1.4%Added
State Street Corp2,035,258$1.07B0.07%−30,693−1.5%Reduced
Stockbridge Partners LLC1,602,348$840.9M23.82%00.0%Unchanged
Altarock Partners LLC1,502,379$788.5M25.81%+43,700+3.0%Added
Capital Research Global Investors1,441,721$756.7M0.25%+90,911+6.7%Added
Matrix Capital Management Company, LP1,094,900$574.6M10.99%00.0%Unchanged
Berkshire Partners LLC1,021,471$536.1M55.55%00.0%Unchanged
Vulcan Value Partners, LLC1,019,056$534.8M6.26%−211,116−17.2%Reduced
Geode Capital Management, LLC1,008,534$528.7M0.08%+12,866+1.3%Added
Capital World Investors867,067$455.1M0.10%+62,094+7.7%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital737,523$387.1M3.65%+737,523New
Primecap Management Co604,444$317.2M0.31%−4,150−0.7%Reduced
Morgan Stanley582,507$305.7M0.04%+957+0.2%Added
Meritage Group LP574,399$301.5M10.72%+4,006+0.7%Added
Windacre Partnership LLC548,400$287.8M4.82%+30,000+5.8%Added
Abrams Capital Management, L.P.SuperinvestorAbrams Capital539,305$283.0M8.16%00.0%Unchanged
Fred Alger Management, LLC514,129$269.8M1.37%+6,709+1.3%Added
Northern Trust Corp512,728$269.1M0.06%−15,337−2.9%Reduced
FMR LLC406,474$213.3M0.02%+22,545+5.9%Added
Westfield Capital Management Co LP379,608$199.2M1.58%−25,752−6.4%Reduced
Alkeon Capital Management LLC368,884$193.6M1.33%−42,729−10.4%Reduced
Bank of New York Mellon Corp361,456$189.7M0.05%−2,246−0.6%Reduced
Bank of America Corp354,472$186.0M0.02%−19,603−5.2%Reduced
DF Dent & Co Inc349,750$183.6M2.84%−7,714−2.2%Reduced
Deccan Value Investors L.P.346,439$181.8M22.77%+53,280+18.2%Added
Voya Investment Management LLC332,744$174.6M0.21%−51,010−13.3%Reduced
Invesco Ltd.309,566$162.5M0.05%+37,385+13.7%Added
Millennium Management LLC306,522$160.9M0.20%+209,583+216.2%Added
American Century Companies Inc304,120$159.6M0.14%+75,767+33.2%Added
Legal & General Group Plc303,683$159.4M0.06%−22,392−6.9%Reduced
Atalan Capital Partners, LP302,917$159.0M17.49%−2,083−0.7%Reduced
Norges Bank286,851$150.5M0.04%+14,482+5.3%Added
Charles Schwab Investment Management Inc280,878$147.4M0.05%+3,236+1.2%Added
Nuveen Asset Management, LLC239,179$125.5M0.05%+25,365+11.9%Added
UBS Asset Management Americas Inc237,449$124.6M0.07%−56,164−19.1%Reduced
Artisan Partners Limited Partnership235,105$123.4M0.22%−1,087−0.5%Reduced
Swiss National Bank224,761$118.0M0.08%−3,800−1.7%Reduced
Renaissance Technologies LLC222,300$116.7M0.17%+83,200+59.8%Added
Ameriprise Financial Inc213,045$111.8M0.04%−6,816−3.1%Reduced
Advent International Corp199,650$104.8M0.93%+34,894+21.2%Added
Putnam Investments LLC195,910$102.8M0.20%+172,163+725.0%Added
Wells Fargo & Company192,983$101.3M0.03%−8,347−4.1%Reduced
Mar Vista Investment Partners LLC180,784$94.9M4.24%−813−0.4%Reduced
Prudential Financial Inc177,668$93.2M0.16%+52,128+41.5%Added
Price T Rowe Associates Inc176,479$92.6M0.02%+1,407+0.8%Added
Blair William & Co174,135$91.4M0.42%−1,423−0.8%Reduced
XN LP173,395$91.0M10.62%−1,923−1.1%Reduced
Dimensional Fund Advisors LP162,130$85.1M0.03%+1,910+1.2%Added
Heard Capital LLC159,693$83.8M10.05%+3,707+2.4%Added
APG Asset Management N.V.152,647$81.8M0.21%−16,085−9.5%Reduced
Citadel Advisors LLC151,937$79.7M0.10%+85,274+127.9%Added
Sands Capital Management, LLC151,904$79.7M0.30%+17,773+13.3%Added
Sumitomo Mitsui Trust Holdings, Inc.147,487$77.4M0.06%−2,033−1.4%Reduced
Triple Frond Partners LLC146,291$76.8M13.52%−109−0.1%Reduced
Select Equity Group, L.P.140,235$73.6M0.30%−9,134−6.1%Reduced
Goldman Sachs Group Inc135,837$71.3M0.02%+4,455+3.4%Added
Franklin Resources Inc134,374$70.5M0.04%+16,677+14.2%Added
Bamco Inc125,000$65.6M0.21%00.0%Unchanged
US Bancorp120,373$63.2M0.13%−10,185−7.8%Reduced
Spyglass Capital Management LLC118,201$62.0M4.39%−19,880−14.4%Reduced
Deutsche Bank AG118,147$62.0M0.04%−1,949−1.6%Reduced
Voloridge Investment Management, LLC116,375$61.1M0.33%+32,646+39.0%Added
California Public Employees Retirement System113,543$59.6M0.05%+8,621+8.2%Added
Alleghany Corp112,380$59.0M2.66%00.0%Unchanged
Yiheng Capital Management, L.P.107,612$56.5M5.32%−17,615−14.1%Reduced
Eagle Asset Management Inc105,325$55.3M0.36%+35,055+49.9%Added
Bristol John W & Co Inc104,297$54.7M1.37%+337+0.3%Added
Brown Brothers Harriman & Co103,792$54.5M0.51%−440.0%Reduced
Rhumbline Advisers99,908$52.4M0.08%+5,595+5.9%Added
Crow's Nest Holdings LP99,170$52.0M18.85%−7,300−6.9%Reduced
Alyeska Investment Group, L.P.96,928$50.9M0.60%+24,823+34.4%Added
Douglass Winthrop Advisors, LLC93,450$49.0M1.48%+23,505+33.6%Added
Douglas Lane & Associates, LLC92,535$48.6M0.90%+1,763+1.9%Added
EULAV Asset Management89,200$46.8M2.07%00.0%Unchanged
State of Michigan Retirement System87,692$46.0M0.34%+17,200+24.4%Added
Raymond James & Associates87,262$45.8M0.05%−1,766−2.0%Reduced
National Pension Service84,927$45.0M0.09%+227+0.3%Added
California State Teachers Retirement System84,970$44.6M0.08%−2,478−2.8%Reduced
Capital Group Private Client Services, Inc.79,141$41.5M0.58%−1,019−1.3%Reduced
Credit Suisse AG76,279$40.0M0.05%−11,260−12.9%Reduced
Ci Investments Inc.70,278$36.9M0.19%+4,133+6.2%Added
JPMorgan Chase & Co69,880$36.7M0.01%+6,040+9.5%Added
Holocene Advisors, LP69,314$36.4M0.23%+34,773+100.7%Added
Alliancebernstein L.P.67,700$35.5M0.02%+238+0.4%Added
1832 Asset Management L.P.63,647$33.4M0.07%00.0%Unchanged
Cat Rock Capital Management LP62,923$33.0M7.36%−18,400−22.6%Reduced
Hudson Way Capital Management LLC59,736$31.4M8.57%+47,755+398.6%Added
Worldquant Millennium Advisors LLC59,571$31.3M0.76%+46,123+343.0%Added
Capital International Inc58,663$30.8M0.69%−53,918−47.9%Reduced
State Board of Administration of Florida Retirement System58,247$30.6M0.08%−963−1.6%Reduced
New York State Teachers Retirement System55,838$29.3M0.08%−1,068−1.9%Reduced
Oakcliff Capital Partners, LP55,698$29.2M24.58%00.0%Unchanged
New York State Common Retirement Fund54,937$28.8M0.04%−2,410−4.2%Reduced
Barclays PLC51,414$27.0M0.03%+16,205+46.0%Added
Cartenna Capital, LP51,000$26.8M6.42%+6,000+13.3%Added
Marshall Wace, LLP49,251$25.8M0.06%+37,234+309.8%Added
Adage Capital Partners GP, L.L.C.48,855$25.6M0.06%+8,845+22.1%Added