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, Q4 2022
Institutional positions in TransDigm Group INC as of Dec 31, 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
- 705
- +68 vs. Q3 2022
- Shares held
- 52.3M
- −23.5K (0.0%) vs. Q3 2022
- Total value
- $32.9B
- +$5.47B (+19.9%) vs. Q3 2022
- New holders
- 112
- 248 more added
- Sold out
- 44
- 219 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,146 | $70.0B |
| Q1 2026 | 1,112 | $61.3B |
| Q4 2025 | 1,133 | $71.5B |
| Q3 2025 | 1,073 | $70.6B |
| Q2 2025 | 1,111 | $82.3B |
| Q1 2025 | 1,090 | $73.7B |
| Q4 2024 | 1,048 | $67.4B |
| Q3 2024 | 1,032 | $74.0B |
| Q2 2024 | 1,005 | $68.0B |
| Q1 2024 | 936 | $65.7B |
| Q4 2023 | 864 | $54.1B |
| Q3 2023 | 770 | $44.8B |
| Q2 2023 | 746 | $47.7B |
| Q1 2023 | 721 | $38.8B |
| Q4 2022 | 705 | $32.9B |
| Q3 2022 | 649 | $27.5B |
| Q2 2022 | 658 | $27.7B |
| Q1 2022 | 684 | $33.7B |
| Q4 2021 | 659 | $33.3B |
| Q3 2021 | 630 | $33.5B |
| Q2 2021 | 614 | $34.6B |
| Q1 2021 | 609 | $31.1B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,558,633 | $4.13B | 1.11% | +13,817+0.2% | Added |
| Vanguard Group Inc | 5,672,346 | $3.57B | 0.10% | +92,617+1.7% | Added |
| BlackRock Inc. | 4,750,402 | $2.99B | 0.09% | −39,896−0.8% | Reduced |
| Principal Financial Group Inc | 3,118,901 | $1.96B | 1.48% | −183,803−5.6% | Reduced |
| State Street Corp | 2,035,736 | $1.28B | 0.08% | +4780.0% | Added |
| Stockbridge Partners LLC | 1,602,348 | $1.01B | 27.08% | 00.0% | Unchanged |
| Capital Research Global Investors | 1,517,534 | $955.5M | 0.29% | +75,813+5.3% | Added |
| Altarock Partners LLC | 1,409,724 | $887.6M | 27.90% | −92,655−6.2% | Reduced |
| Matrix Capital Management Company, LP | 1,094,900 | $689.4M | 13.16% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,036,174 | $651.2M | 0.09% | +27,640+2.7% | Added |
| Capital World Investors | 876,291 | $551.8M | 0.12% | +9,224+1.1% | Added |
| Vulcan Value Partners, LLC | 835,344 | $525.8M | 7.06% | −183,712−18.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 775,690 | $488.4M | 4.66% | +38,167+5.2% | Added |
| Morgan Stanley | 640,696 | $403.4M | 0.05% | +58,189+10.0% | Added |
| Primecap Management Co | 592,694 | $373.2M | 0.34% | −11,750−1.9% | Reduced |
| Fred Alger Management, LLC | 590,657 | $371.9M | 2.02% | +76,528+14.9% | Added |
| Meritage Group LP | 563,983 | $355.1M | 12.25% | −10,416−1.8% | Reduced |
| Northern Trust Corp | 505,520 | $318.3M | 0.07% | −7,208−1.4% | Reduced |
| Windacre Partnership LLC | 458,300 | $288.6M | 6.97% | −90,100−16.4% | Reduced |
| American Century Companies Inc | 455,242 | $286.6M | 0.23% | +151,122+49.7% | Added |
| FMR LLC | 422,282 | $265.9M | 0.03% | +15,808+3.9% | Added |
| Berkshire Partners LLC | 408,288 | $257.1M | 47.60% | −613,183−60.0% | Reduced |
| Citadel Advisors LLC | 402,360 | $253.3M | 0.29% | +250,423+164.8% | Added |
| Westfield Capital Management Co LP | 379,165 | $238.7M | 1.84% | −443−0.1% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 366,187 | $230.6M | 8.22% | −173,118−32.1% | Reduced |
| Price T Rowe Associates Inc | 358,970 | $226.0M | 0.04% | +182,491+103.4% | Added |
| Bank of New York Mellon Corp | 356,392 | $224.4M | 0.05% | −5,064−1.4% | Reduced |
| Bank of America Corp | 355,582 | $223.9M | 0.03% | +1,110+0.3% | Added |
| Deccan Value Investors L.P. | 340,898 | $214.6M | 23.27% | −5,541−1.6% | Reduced |
| DF Dent & Co Inc | 337,941 | $212.8M | 3.18% | −11,809−3.4% | Reduced |
| Voya Investment Management LLC | 328,097 | $206.6M | 0.24% | −4,647−1.4% | Reduced |
| Point72 Asset Management, L.P. | 306,307 | $192.9M | 0.73% | +277,270+954.9% | Added |
| Invesco Ltd. | 303,336 | $191.0M | 0.06% | −6,230−2.0% | Reduced |
| Atalan Capital Partners, LP | 302,917 | $190.7M | 18.08% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 289,683 | $182.4M | 0.06% | +8,805+3.1% | Added |
| Norges Bank | 287,180 | $180.8M | 0.04% | +329+0.1% | Added |
| Legal & General Group Plc | 285,643 | $179.9M | 0.07% | −18,040−5.9% | Reduced |
| Balyasny Asset Management LLC | 266,815 | $168.0M | 0.59% | +266,815 | New |
| Alkeon Capital Management LLC | 259,332 | $163.3M | 1.21% | −109,552−29.7% | Reduced |
| UBS Asset Management Americas Inc | 237,438 | $149.5M | 0.08% | −110.0% | Reduced |
| Artisan Partners Limited Partnership | 233,908 | $147.3M | 0.26% | −1,197−0.5% | Reduced |
| Deutsche Bank AG | 220,222 | $138.7M | 0.08% | +102,075+86.4% | Added |
| Renaissance Technologies LLC | 214,400 | $135.0M | 0.18% | −7,900−3.6% | Reduced |
| Swiss National Bank | 209,600 | $132.0M | 0.09% | −15,161−6.7% | Reduced |
| Advent International Corp | 199,650 | $125.7M | 1.47% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 193,402 | $121.8M | 0.05% | −45,777−19.1% | Reduced |
| Wells Fargo & Company | 192,350 | $121.1M | 0.04% | −633−0.3% | Reduced |
| Putnam Investments LLC | 185,566 | $116.8M | 0.20% | −10,344−5.3% | Reduced |
| Ameriprise Financial Inc | 183,649 | $115.6M | 0.04% | −29,396−13.8% | Reduced |
| APG Asset Management N.V. | 177,288 | $111.6M | 0.21% | +24,641+16.1% | Added |
| Blair William & Co | 175,604 | $110.6M | 0.48% | +1,469+0.8% | Added |
| Heard Capital LLC | 169,701 | $106.9M | 11.57% | +10,008+6.3% | Added |
| Mar Vista Investment Partners LLC | 168,595 | $106.2M | 4.76% | −12,189−6.7% | Reduced |
| Dimensional Fund Advisors LP | 163,092 | $102.7M | 0.04% | +962+0.6% | Added |
| Bain Capital Public Equity Management II, LLC | 160,694 | $101.2M | 6.00% | +160,694 | New |
| Sands Capital Management, LLC | 154,267 | $97.1M | 0.37% | +2,363+1.6% | Added |
| Triple Frond Partners LLC | 146,291 | $92.1M | 15.23% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 145,227 | $91.4M | 0.07% | −2,260−1.5% | Reduced |
| XN LP | 136,323 | $85.8M | 16.22% | −37,072−21.4% | Reduced |
| Goldman Sachs Group Inc | 133,835 | $84.3M | 0.02% | −2,002−1.5% | Reduced |
| Bamco Inc | 125,000 | $78.7M | 0.26% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 117,942 | $74.3M | 0.65% | +14,150+13.6% | Added |
| California Public Employees Retirement System | 117,183 | $73.8M | 0.06% | +3,640+3.2% | Added |
| US Bancorp | 115,437 | $72.7M | 0.13% | −4,936−4.1% | Reduced |
| Yiheng Capital Management, L.P. | 107,612 | $67.8M | 5.26% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 107,249 | $67.5M | 0.26% | −32,986−23.5% | Reduced |
| Spyglass Capital Management LLC | 104,997 | $66.1M | 5.31% | −13,204−11.2% | Reduced |
| Eagle Asset Management Inc | 105,487 | $66.0M | 0.40% | +162+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 104,105 | $65.5M | 1.80% | +10,655+11.4% | Added |
| Bristol John W & Co Inc | 103,895 | $65.4M | 1.56% | −402−0.4% | Reduced |
| Franklin Resources Inc | 101,148 | $63.7M | 0.03% | −33,226−24.7% | Reduced |
| Rhumbline Advisers | 100,804 | $63.5M | 0.09% | +896+0.9% | Added |
| EULAV Asset Management | 100,600 | $63.3M | 2.72% | +11,400+12.8% | Added |
| Douglas Lane & Associates, LLC | 93,525 | $58.9M | 0.98% | +990+1.1% | Added |
| State of Michigan Retirement System | 92,347 | $58.1M | 0.41% | +4,655+5.3% | Added |
| JPMorgan Chase & Co | 91,415 | $57.6M | 0.01% | +21,535+30.8% | Added |
| National Pension Service | 87,443 | $55.1M | 0.11% | +2,516+3.0% | Added |
| Crow's Nest Holdings LP | 86,395 | $54.4M | 18.05% | −12,775−12.9% | Reduced |
| California State Teachers Retirement System | 86,232 | $54.3M | 0.09% | +1,262+1.5% | Added |
| Raymond James & Associates | 79,320 | $49.9M | 0.05% | −7,942−9.1% | Reduced |
| Capital Group Private Client Services, Inc. | 76,922 | $48.4M | 0.61% | −2,219−2.8% | Reduced |
| Ci Investments Inc. | 76,353 | $48.1M | 0.24% | +6,075+8.6% | Added |
| Voloridge Investment Management, LLC | 72,881 | $45.9M | 0.26% | −43,494−37.4% | Reduced |
| HSBC Holdings PLC | 70,127 | $44.1M | 0.05% | +26,822+61.9% | Added |
| Alliancebernstein L.P. | 67,021 | $42.2M | 0.02% | −679−1.0% | Reduced |
| 1832 Asset Management L.P. | 63,647 | $40.1M | 0.08% | 00.0% | Unchanged |
| Credit Suisse AG | 63,473 | $40.0M | 0.04% | −12,806−16.8% | Reduced |
| Cartenna Capital, LP | 61,500 | $38.7M | 6.68% | +10,500+20.6% | Added |
| Barclays PLC | 59,002 | $37.2M | 0.03% | +7,588+14.8% | Added |
| Capital International Inc | 58,665 | $36.9M | 0.80% | +20.0% | Added |
| Hudson Way Capital Management LLC | 58,319 | $36.7M | 9.49% | −1,417−2.4% | Reduced |
| Prudential Financial Inc | 57,386 | $36.1M | 0.06% | −120,282−67.7% | Reduced |
| New York State Common Retirement Fund | 55,937 | $35.2M | 0.05% | +1,000+1.8% | Added |
| State Board of Administration of Florida Retirement System | 55,557 | $35.0M | 0.09% | −2,690−4.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 53,631 | $33.8M | 1.30% | +53,631 | New |
| New York State Teachers Retirement System | 52,761 | $33.2M | 0.08% | −3,077−5.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 52,494 | $33.1M | 0.08% | +3,639+7.4% | Added |
| Oakcliff Capital Partners, LP | 51,698 | $32.6M | 24.28% | −4,000−7.2% | Reduced |
| Scopus Asset Management, L.P. | 51,674 | $32.5M | 1.32% | +26,238+103.2% | Added |
| Symmetry Investments LP | 51,039 | $32.1M | 15.63% | +29,644+138.6% | Added |