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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
Neuberger Berman Group LLC23,567$12.4M0.01%−821−3.4%Reduced
Wedge Capital Management L L P23,629$12.4M0.21%−1,339−5.4%Reduced
Toronto Dominion Bank23,944$12.6M0.02%+659+2.8%Added
Ensign Peak Advisors, Inc24,331$12.8M0.03%+13,550+125.7%Added
Jane Street Group, LLC24,794$13.0M0.02%−6,148−19.9%Reduced
Employees Retirement System of Texas25,000$13.1M0.20%+11,000+78.6%Added
The PNC Financial Services Group, Inc.25,184$13.2M0.01%+1,251+5.2%Added
Scopus Asset Management, L.P.25,436$13.3M0.78%+20,000+367.9%Added
Stifel Financial Corp25,867$13.6M0.02%−336−1.3%Reduced
Stamina Capital Management LP26,035$13.7M9.78%00.0%Unchanged
Korea Investment CORP26,289$13.8M0.04%+1,931+7.9%Added
SEI Investments Co27,169$14.3M0.03%−1,756−6.1%Reduced
Mill Capital Management, LLC27,519$14.4M1.69%+895+3.4%Added
Pennant Investors, LP28,094$14.7M8.43%−3,406−10.8%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management28,484$14.9M0.28%+6,384+28.9%Added
Bank of Montreal28,058$15.0M0.01%−5,593−16.6%Reduced
Weiss Multi-Strategy Advisers LLC28,709$15.1M0.41%+7,957+38.3%Added
Asset Management One Co.,Ltd.28,838$15.1M0.08%+131+0.5%Added
Point72 Asset Management, L.P.29,037$15.2M0.07%−35,163−54.8%Reduced
UBS Group AG29,175$15.3M0.01%−1,519−4.9%Reduced
State of New Jersey Common Pension Fund D29,406$15.4M0.06%−475−1.6%Reduced
Mitsubishi UFJ Trust & Banking Corp29,614$15.5M0.04%+1,171+4.1%Added
Chilton Capital Management LLC30,340$15.9M1.06%+265+0.9%Added
Public Employees Retirement System of Ohio30,883$16.2M0.07%−876−2.8%Reduced
STRS Ohio31,000$16.3M0.08%00.0%Unchanged
Citigroup Inc31,306$16.4M0.02%+2,012+6.9%Added
Chevy Chase Trust Holdings, Inc.31,461$16.5M0.07%+145+0.5%Added
State of Wisconsin Investment Board32,887$17.3M0.05%−7,266−18.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.33,092$17.4M0.06%+2,070+6.7%Added
Minot Capital, LP33,335$17.5M4.75%00.0%Unchanged
Russell Investments Group, Ltd.33,656$17.7M0.04%−151−0.4%Reduced
Qube Research & Technologies Ltd34,062$17.9M0.11%+24,266+247.7%Added
Wildcat Capital Management, LLC35,368$18.6M7.13%00.0%Unchanged
Adams Diversified Equity Fund, Inc.35,800$18.8M0.94%00.0%Unchanged
Royal Bank of Canada36,133$19.0M0.01%+1,635+4.7%Added
Partners Capital Investment Group, LLP36,624$19.2M1.14%−2,642−6.7%Reduced
Clough Capital Partners L P37,039$19.4M2.90%+4,320+13.2%Added
Manufacturers Life Insurance Company, The38,324$20.1M0.01%−45−0.1%Reduced
Long Path Partners LP38,706$20.3M10.89%+8,256+27.1%Added
GW&K Investment Management, LLC41,750$21.9M0.24%+1,038+2.5%Added
Envestnet Asset Management Inc41,817$21.9M0.01%+2,331+5.9%Added
Chicago Capital, LLC42,058$22.1M1.28%+163+0.4%Added
Titan Global Capital Management USA LLC42,467$22.3M6.38%−1,441−3.3%Reduced
Anabranch Capital Management, LP43,256$22.7M24.39%00.0%Unchanged
HSBC Holdings PLC43,305$23.0M0.04%+1,160+2.8%Added
East Coast Asset Management, LLC.44,293$23.2M13.24%+1,998+4.7%Added
Goodnow Investment Group, LLC44,847$23.5M3.96%+630+1.4%Added
BRX Global LP45,538$23.9M29.12%00.0%Unchanged
BNP Paribas Arbitrage, SA46,962$24.6M0.06%+6,985+17.5%Added
Adage Capital Partners GP, L.L.C.48,855$25.6M0.06%+8,845+22.1%Added
Marshall Wace, LLP49,251$25.8M0.06%+37,234+309.8%Added
Cartenna Capital, LP51,000$26.8M6.42%+6,000+13.3%Added
Barclays PLC51,414$27.0M0.03%+16,205+46.0%Added
New York State Common Retirement Fund54,937$28.8M0.04%−2,410−4.2%Reduced
Oakcliff Capital Partners, LP55,698$29.2M24.58%00.0%Unchanged
New York State Teachers Retirement System55,838$29.3M0.08%−1,068−1.9%Reduced
State Board of Administration of Florida Retirement System58,247$30.6M0.08%−963−1.6%Reduced
Capital International Inc58,663$30.8M0.69%−53,918−47.9%Reduced
Worldquant Millennium Advisors LLC59,571$31.3M0.76%+46,123+343.0%Added
Hudson Way Capital Management LLC59,736$31.4M8.57%+47,755+398.6%Added
Cat Rock Capital Management LP62,923$33.0M7.36%−18,400−22.6%Reduced
1832 Asset Management L.P.63,647$33.4M0.07%00.0%Unchanged
Alliancebernstein L.P.67,700$35.5M0.02%+238+0.4%Added
Holocene Advisors, LP69,314$36.4M0.23%+34,773+100.7%Added
JPMorgan Chase & Co69,880$36.7M0.01%+6,040+9.5%Added
Ci Investments Inc.70,278$36.9M0.19%+4,133+6.2%Added
Credit Suisse AG76,279$40.0M0.05%−11,260−12.9%Reduced
Capital Group Private Client Services, Inc.79,141$41.5M0.58%−1,019−1.3%Reduced
California State Teachers Retirement System84,970$44.6M0.08%−2,478−2.8%Reduced
National Pension Service84,927$45.0M0.09%+227+0.3%Added
Raymond James & Associates87,262$45.8M0.05%−1,766−2.0%Reduced
State of Michigan Retirement System87,692$46.0M0.34%+17,200+24.4%Added
EULAV Asset Management89,200$46.8M2.07%00.0%Unchanged
Douglas Lane & Associates, LLC92,535$48.6M0.90%+1,763+1.9%Added
Douglass Winthrop Advisors, LLC93,450$49.0M1.48%+23,505+33.6%Added
Alyeska Investment Group, L.P.96,928$50.9M0.60%+24,823+34.4%Added
Crow's Nest Holdings LP99,170$52.0M18.85%−7,300−6.9%Reduced
Rhumbline Advisers99,908$52.4M0.08%+5,595+5.9%Added
Brown Brothers Harriman & Co103,792$54.5M0.51%−440.0%Reduced
Bristol John W & Co Inc104,297$54.7M1.37%+337+0.3%Added
Eagle Asset Management Inc105,325$55.3M0.36%+35,055+49.9%Added
Yiheng Capital Management, L.P.107,612$56.5M5.32%−17,615−14.1%Reduced
Alleghany Corp112,380$59.0M2.66%00.0%Unchanged
California Public Employees Retirement System113,543$59.6M0.05%+8,621+8.2%Added
Voloridge Investment Management, LLC116,375$61.1M0.33%+32,646+39.0%Added
Deutsche Bank AG118,147$62.0M0.04%−1,949−1.6%Reduced
Spyglass Capital Management LLC118,201$62.0M4.39%−19,880−14.4%Reduced
US Bancorp120,373$63.2M0.13%−10,185−7.8%Reduced
Bamco Inc125,000$65.6M0.21%00.0%Unchanged
Franklin Resources Inc134,374$70.5M0.04%+16,677+14.2%Added
Goldman Sachs Group Inc135,837$71.3M0.02%+4,455+3.4%Added
Select Equity Group, L.P.140,235$73.6M0.30%−9,134−6.1%Reduced
Triple Frond Partners LLC146,291$76.8M13.52%−109−0.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.147,487$77.4M0.06%−2,033−1.4%Reduced
Sands Capital Management, LLC151,904$79.7M0.30%+17,773+13.3%Added
Citadel Advisors LLC151,937$79.7M0.10%+85,274+127.9%Added
APG Asset Management N.V.152,647$81.8M0.21%−16,085−9.5%Reduced
Heard Capital LLC159,693$83.8M10.05%+3,707+2.4%Added
Dimensional Fund Advisors LP162,130$85.1M0.03%+1,910+1.2%Added
XN LP173,395$91.0M10.62%−1,923−1.1%Reduced