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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, 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.

Institutional holdersQ4 2022: 705 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 heldQ4 2022: $32.9B
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, Q4 2022

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2022.

Institutions holding TDG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.630$2400.00%+630New
Addison Advisors LLC1$6300.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$6300.00%00.0%Unchanged
Highline Wealth Partners LLC1$6300.00%00.0%Unchanged
North Star Investment Management Corp.1$6300.00%+1New
Plante Moran Financial Advisors, LLC1$6300.00%+1New
EWG Elevate Inc.1$6300.00%+1New
My Personal CFO, LLC1$6300.00%+1New
True Wealth Design, LLC1$6300.00%+1New
Capital Advisors, Ltd. LLC2$1.00K0.00%−2−50.0%Reduced
Thompson Siegel & Walmsley LLC1$1.00K0.00%00.0%Unchanged
American National Bank2$1.00K0.00%00.0%Unchanged
Penserra Capital Management LLC2$1.00K0.00%+2New
PEAK6 Investments LLC2$1.14K0.00%−1−33.3%Reduced
Global Financial Private Client, LLC2$1.26K0.00%00.0%Unchanged
Financial Perspectives, Inc2$1.26K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$1.26K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2$1.26K0.00%+2New
Atlas Capital Advisors LLC3$1.89K0.00%00.0%Unchanged
Creative Financial Designs Inc3$1.89K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC3$1.89K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC3$1.89K0.00%00.0%Unchanged
Freedom Wealth Alliance, LLC3$1.89K0.00%+3New
Tortoise Investment Management, LLC4$2.52K0.00%00.0%Unchanged
Aspire Private Capital, LLC4$2.52K0.00%00.0%Unchanged
Your Advocates Ltd., LLP4$2.52K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$2.52K0.00%00.0%Unchanged
Disciplined Investments, LLC4$2.52K0.00%+1+33.3%Added
Hollencrest Capital Management4$2.52K0.00%+4New
TD Ameritrade Investment Management, LLC5$3.00K0.00%−12−70.6%Reduced
Sierra Capital LLC5$3.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC4$3.00K0.00%+4New
Zullo Investment Group, Inc.5$3.15K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC5$3.15K0.00%+1+25.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$3.15K0.00%00.0%Unchanged
Eagle Bay Advisors LLC5$3.15K0.00%+1+25.0%Added
Abound Wealth Management5$3.19K0.00%−5−50.0%Reduced
Lee Financial Co6$3.78K0.00%−2−25.0%Reduced
Versant Capital Management, Inc6$3.78K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$3.78K0.00%+4+200.0%Added
Semmax Financial Advisors Inc.6$4.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC7$4.41K0.00%−4−36.4%Reduced
Money Concepts Capital Corp7$4.41K0.00%−3−30.0%Reduced
Cedar Wealth Management, LLC7$4.41K0.00%00.0%Unchanged
Bellevue Asset Management, LLC8$5.00K0.00%00.0%Unchanged
Crewe Advisors LLC8$5.04K0.00%−33−80.5%Reduced
Beaird Harris Wealth Management, LLC8$5.04K0.00%+8New
Piscataqua Savings Bank9$5.67K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC9$5.67K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC9$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.9$6.00K0.00%+2+28.6%Added
Schubert & Co10$6.30K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC10$6.30K0.00%00.0%Unchanged
Central Trust Co11$6.93K0.00%00.0%Unchanged
Romano Brothers and Company11$6.93K0.00%+11New
Castleview Partners, LLC12$7.55K0.01%+12New
MV Capital Management, Inc.12$7.56K0.00%−3−20.0%Reduced
Bell Investment Advisors, Inc12$7.56K0.00%+2+20.0%Added
Comerica Securities,inc.13$8.19K0.00%+13New
Cary Street Partner Investment Advisory LLC14$8.81K0.00%+14New
Red Tortoise LLC14$8.81K0.01%+14New
CVA Family Office, LLC15$9.45K0.00%+10+200.0%Added
Tucker Asset Management LLC16$10.1K0.00%00.0%Unchanged
DT Investment Partners, LLC16$10.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC16$10.1K0.00%+5+45.5%Added
Accurate Wealth Management, LLC16$10.5K0.00%+16New
Raffa Wealth Management, LLC17$10.7K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP17$10.7K0.00%+17New
Jones Financial Companies LLLP18$11.0K0.00%+12+200.0%Added
Global Trust Asset Management, LLC18$11.3K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.23$12.0K0.00%+7+43.8%Added
Atticus Wealth Management, LLC20$12.6K0.01%−2−9.1%Reduced
Sit Investment Associates Inc20$13.0K0.00%+20New
Earnest Partners LLC23$14.5K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP25$15.7K0.00%+25New
Washington Trust Co26$16.4K0.00%00.0%Unchanged
Umb Bank N A29$18.0K0.00%−549−95.0%Reduced
Covestor Ltd30$19.0K0.02%00.0%Unchanged
Smithfield Trust Co32$20.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc34$21.4K0.00%00.0%Unchanged
Elequin Capital LP34$21.4K0.01%+34New
Harbour Investments, Inc.35$22.0K0.00%+8+29.6%Added
Oliver Lagore Vanvalin Investment Group36$22.7K0.01%+13+56.5%Added
Private Trust Co NA36$23.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt39$24.5K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC39$24.6K0.00%00.0%Unchanged
Quent Capital, LLC42$26.7K0.00%+1+2.4%Added
Park Place Capital Corp46$29.0K0.01%+46New
Resurgent Financial Advisors LLC47$29.6K0.02%+47New
Lindbrook Capital, LLC48$30.2K0.00%−37−43.5%Reduced
Global Retirement Partners, LLC48$30.2K0.00%−1−2.0%Reduced
Riverview Trust Co51$32.0K0.03%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC52$32.7K0.00%00.0%Unchanged
Clear Street Markets LLC53$33.0K0.01%−178−77.1%Reduced
Massmutual Trust Co FSB54$34.0K0.00%−16−22.9%Reduced
Farther Finance Advisors, LLC59$37.2K0.01%+59New
GWM Advisors LLC105$37.8K0.00%+105New
KB Financial Partners, LLC60$38.0K0.01%00.0%Unchanged
Proequities, Inc.61$38.4K0.00%−1−1.6%Reduced
Glassman Wealth Services66$41.6K0.01%+4+6.5%Added