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 |
|---|---|---|---|---|---|
| East Coast Asset Management, LLC. | 49,037 | $30.9M | 15.64% | +4,744+10.7% | Added |
| Neuberger Berman Group LLC | 49,516 | $31.2M | 0.03% | +25,949+110.1% | Added |
| Cat Rock Capital Management LP | 49,523 | $31.2M | 5.73% | −13,400−21.3% | Reduced |
| Alyeska Investment Group, L.P. | 50,264 | $31.6M | 0.33% | −46,664−48.1% | Reduced |
| Symmetry Investments LP | 51,039 | $32.1M | 15.63% | +29,644+138.6% | Added |
| Scopus Asset Management, L.P. | 51,674 | $32.5M | 1.32% | +26,238+103.2% | Added |
| Oakcliff Capital Partners, LP | 51,698 | $32.6M | 24.28% | −4,000−7.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 52,494 | $33.1M | 0.08% | +3,639+7.4% | Added |
| New York State Teachers Retirement System | 52,761 | $33.2M | 0.08% | −3,077−5.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 53,631 | $33.8M | 1.30% | +53,631 | New |
| State Board of Administration of Florida Retirement System | 55,557 | $35.0M | 0.09% | −2,690−4.6% | Reduced |
| New York State Common Retirement Fund | 55,937 | $35.2M | 0.05% | +1,000+1.8% | Added |
| Prudential Financial Inc | 57,386 | $36.1M | 0.06% | −120,282−67.7% | Reduced |
| Hudson Way Capital Management LLC | 58,319 | $36.7M | 9.49% | −1,417−2.4% | Reduced |
| Capital International Inc | 58,665 | $36.9M | 0.80% | +20.0% | Added |
| Barclays PLC | 59,002 | $37.2M | 0.03% | +7,588+14.8% | Added |
| Cartenna Capital, LP | 61,500 | $38.7M | 6.68% | +10,500+20.6% | Added |
| Credit Suisse AG | 63,473 | $40.0M | 0.04% | −12,806−16.8% | Reduced |
| 1832 Asset Management L.P. | 63,647 | $40.1M | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 67,021 | $42.2M | 0.02% | −679−1.0% | Reduced |
| HSBC Holdings PLC | 70,127 | $44.1M | 0.05% | +26,822+61.9% | Added |
| Voloridge Investment Management, LLC | 72,881 | $45.9M | 0.26% | −43,494−37.4% | Reduced |
| Ci Investments Inc. | 76,353 | $48.1M | 0.24% | +6,075+8.6% | Added |
| Capital Group Private Client Services, Inc. | 76,922 | $48.4M | 0.61% | −2,219−2.8% | Reduced |
| Raymond James & Associates | 79,320 | $49.9M | 0.05% | −7,942−9.1% | Reduced |
| California State Teachers Retirement System | 86,232 | $54.3M | 0.09% | +1,262+1.5% | Added |
| Crow's Nest Holdings LP | 86,395 | $54.4M | 18.05% | −12,775−12.9% | Reduced |
| National Pension Service | 87,443 | $55.1M | 0.11% | +2,516+3.0% | Added |
| JPMorgan Chase & Co | 91,415 | $57.6M | 0.01% | +21,535+30.8% | Added |
| State of Michigan Retirement System | 92,347 | $58.1M | 0.41% | +4,655+5.3% | Added |
| Douglas Lane & Associates, LLC | 93,525 | $58.9M | 0.98% | +990+1.1% | Added |
| EULAV Asset Management | 100,600 | $63.3M | 2.72% | +11,400+12.8% | Added |
| Rhumbline Advisers | 100,804 | $63.5M | 0.09% | +896+0.9% | Added |
| Franklin Resources Inc | 101,148 | $63.7M | 0.03% | −33,226−24.7% | Reduced |
| Bristol John W & Co Inc | 103,895 | $65.4M | 1.56% | −402−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 104,105 | $65.5M | 1.80% | +10,655+11.4% | Added |
| Eagle Asset Management Inc | 105,487 | $66.0M | 0.40% | +162+0.2% | Added |
| Spyglass Capital Management LLC | 104,997 | $66.1M | 5.31% | −13,204−11.2% | Reduced |
| Select Equity Group, L.P. | 107,249 | $67.5M | 0.26% | −32,986−23.5% | Reduced |
| Yiheng Capital Management, L.P. | 107,612 | $67.8M | 5.26% | 00.0% | Unchanged |
| US Bancorp | 115,437 | $72.7M | 0.13% | −4,936−4.1% | Reduced |
| California Public Employees Retirement System | 117,183 | $73.8M | 0.06% | +3,640+3.2% | Added |
| Brown Brothers Harriman & Co | 117,942 | $74.3M | 0.65% | +14,150+13.6% | Added |
| Bamco Inc | 125,000 | $78.7M | 0.26% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 133,835 | $84.3M | 0.02% | −2,002−1.5% | Reduced |
| XN LP | 136,323 | $85.8M | 16.22% | −37,072−21.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 145,227 | $91.4M | 0.07% | −2,260−1.5% | Reduced |
| Triple Frond Partners LLC | 146,291 | $92.1M | 15.23% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 154,267 | $97.1M | 0.37% | +2,363+1.6% | Added |
| Bain Capital Public Equity Management II, LLC | 160,694 | $101.2M | 6.00% | +160,694 | New |
| Dimensional Fund Advisors LP | 163,092 | $102.7M | 0.04% | +962+0.6% | Added |
| Mar Vista Investment Partners LLC | 168,595 | $106.2M | 4.76% | −12,189−6.7% | Reduced |
| Heard Capital LLC | 169,701 | $106.9M | 11.57% | +10,008+6.3% | Added |
| Blair William & Co | 175,604 | $110.6M | 0.48% | +1,469+0.8% | Added |
| APG Asset Management N.V. | 177,288 | $111.6M | 0.21% | +24,641+16.1% | Added |
| Ameriprise Financial Inc | 183,649 | $115.6M | 0.04% | −29,396−13.8% | Reduced |
| Putnam Investments LLC | 185,566 | $116.8M | 0.20% | −10,344−5.3% | Reduced |
| Wells Fargo & Company | 192,350 | $121.1M | 0.04% | −633−0.3% | Reduced |
| Nuveen Asset Management, LLC | 193,402 | $121.8M | 0.05% | −45,777−19.1% | Reduced |
| Advent International Corp | 199,650 | $125.7M | 1.47% | 00.0% | Unchanged |
| Swiss National Bank | 209,600 | $132.0M | 0.09% | −15,161−6.7% | Reduced |
| Renaissance Technologies LLC | 214,400 | $135.0M | 0.18% | −7,900−3.6% | Reduced |
| Deutsche Bank AG | 220,222 | $138.7M | 0.08% | +102,075+86.4% | Added |
| Artisan Partners Limited Partnership | 233,908 | $147.3M | 0.26% | −1,197−0.5% | Reduced |
| UBS Asset Management Americas Inc | 237,438 | $149.5M | 0.08% | −110.0% | Reduced |
| Alkeon Capital Management LLC | 259,332 | $163.3M | 1.21% | −109,552−29.7% | Reduced |
| Balyasny Asset Management LLC | 266,815 | $168.0M | 0.59% | +266,815 | New |
| Legal & General Group Plc | 285,643 | $179.9M | 0.07% | −18,040−5.9% | Reduced |
| Norges Bank | 287,180 | $180.8M | 0.04% | +329+0.1% | Added |
| Charles Schwab Investment Management Inc | 289,683 | $182.4M | 0.06% | +8,805+3.1% | Added |
| Atalan Capital Partners, LP | 302,917 | $190.7M | 18.08% | 00.0% | Unchanged |
| Invesco Ltd. | 303,336 | $191.0M | 0.06% | −6,230−2.0% | Reduced |
| Point72 Asset Management, L.P. | 306,307 | $192.9M | 0.73% | +277,270+954.9% | Added |
| Voya Investment Management LLC | 328,097 | $206.6M | 0.24% | −4,647−1.4% | Reduced |
| DF Dent & Co Inc | 337,941 | $212.8M | 3.18% | −11,809−3.4% | Reduced |
| Deccan Value Investors L.P. | 340,898 | $214.6M | 23.27% | −5,541−1.6% | Reduced |
| Bank of America Corp | 355,582 | $223.9M | 0.03% | +1,110+0.3% | Added |
| Bank of New York Mellon Corp | 356,392 | $224.4M | 0.05% | −5,064−1.4% | Reduced |
| Price T Rowe Associates Inc | 358,970 | $226.0M | 0.04% | +182,491+103.4% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 366,187 | $230.6M | 8.22% | −173,118−32.1% | Reduced |
| Westfield Capital Management Co LP | 379,165 | $238.7M | 1.84% | −443−0.1% | Reduced |
| Citadel Advisors LLC | 402,360 | $253.3M | 0.29% | +250,423+164.8% | Added |
| Berkshire Partners LLC | 408,288 | $257.1M | 47.60% | −613,183−60.0% | Reduced |
| FMR LLC | 422,282 | $265.9M | 0.03% | +15,808+3.9% | Added |
| American Century Companies Inc | 455,242 | $286.6M | 0.23% | +151,122+49.7% | Added |
| Windacre Partnership LLC | 458,300 | $288.6M | 6.97% | −90,100−16.4% | Reduced |
| Northern Trust Corp | 505,520 | $318.3M | 0.07% | −7,208−1.4% | Reduced |
| Meritage Group LP | 563,983 | $355.1M | 12.25% | −10,416−1.8% | Reduced |
| Fred Alger Management, LLC | 590,657 | $371.9M | 2.02% | +76,528+14.9% | Added |
| Primecap Management Co | 592,694 | $373.2M | 0.34% | −11,750−1.9% | Reduced |
| Morgan Stanley | 640,696 | $403.4M | 0.05% | +58,189+10.0% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 775,690 | $488.4M | 4.66% | +38,167+5.2% | Added |
| Vulcan Value Partners, LLC | 835,344 | $525.8M | 7.06% | −183,712−18.0% | Reduced |
| Capital World Investors | 876,291 | $551.8M | 0.12% | +9,224+1.1% | Added |
| Geode Capital Management, LLC | 1,036,174 | $651.2M | 0.09% | +27,640+2.7% | Added |
| Matrix Capital Management Company, LP | 1,094,900 | $689.4M | 13.16% | 00.0% | Unchanged |
| Altarock Partners LLC | 1,409,724 | $887.6M | 27.90% | −92,655−6.2% | Reduced |
| Capital Research Global Investors | 1,517,534 | $955.5M | 0.29% | +75,813+5.3% | Added |
| Stockbridge Partners LLC | 1,602,348 | $1.01B | 27.08% | 00.0% | Unchanged |
| State Street Corp | 2,035,736 | $1.28B | 0.08% | +4780.0% | Added |