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, Q1 2023
Institutional positions in TransDigm Group INC as of Mar 31, 2023. 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
- 721
- +26 vs. Q4 2022
- Shares held
- 52.7M
- +403.8K (+0.8%) vs. Q4 2022
- Total value
- $38.8B
- +$5.91B (+18.0%) vs. Q4 2022
- New holders
- 81
- 263 more added
- Sold out
- 55
- 253 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,565,459 | $4.84B | 1.24% | +6,826+0.1% | Added |
| Vanguard Group Inc | 5,747,093 | $4.24B | 0.11% | +74,747+1.3% | Added |
| BlackRock Inc. | 4,732,899 | $3.49B | 0.10% | −17,503−0.4% | Reduced |
| Principal Financial Group Inc | 2,828,010 | $2.08B | 1.49% | −290,891−9.3% | Reduced |
| State Street Corp | 2,022,168 | $1.49B | 0.08% | −13,568−0.7% | Reduced |
| Capital Research Global Investors | 1,979,844 | $1.46B | 0.42% | +462,310+30.5% | Added |
| Capital World Investors | 1,871,546 | $1.38B | 0.29% | +995,255+113.6% | Added |
| Altarock Partners LLC | 1,383,124 | $1.02B | 27.92% | −26,600−1.9% | Reduced |
| FMR LLC | 1,340,675 | $988.1M | 0.09% | +918,393+217.5% | Added |
| Stockbridge Partners LLC | 1,195,941 | $881.5M | 20.43% | −406,407−25.4% | Reduced |
| Matrix Capital Management Company, LP | 1,094,900 | $807.0M | 10.96% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,063,539 | $782.1M | 0.10% | +27,365+2.6% | Added |
| Price T Rowe Associates Inc | 818,757 | $603.5M | 0.09% | +459,787+128.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 698,848 | $515.1M | 4.77% | −76,842−9.9% | Reduced |
| Vulcan Value Partners, LLC | 691,165 | $509.7M | 6.45% | −144,179−17.3% | Reduced |
| Morgan Stanley | 639,385 | $471.3M | 0.05% | −1,311−0.2% | Reduced |
| Primecap Management Co | 555,394 | $409.4M | 0.36% | −37,300−6.3% | Reduced |
| Northern Trust Corp | 500,895 | $369.2M | 0.07% | −4,625−0.9% | Reduced |
| Invesco Ltd. | 483,418 | $356.3M | 0.10% | +180,082+59.4% | Added |
| Fred Alger Management, LLC | 473,583 | $349.1M | 1.87% | −117,074−19.8% | Reduced |
| Bank of America Corp | 419,331 | $309.1M | 0.04% | +63,749+17.9% | Added |
| Norges Bank | 411,312 | $303.2M | 0.07% | +124,132+43.2% | Added |
| Westfield Capital Management Co LP | 371,149 | $273.6M | 1.93% | −8,016−2.1% | Reduced |
| American Century Companies Inc | 368,657 | $270.2M | 0.21% | −86,585−19.0% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 366,187 | $269.9M | 8.54% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 346,806 | $255.6M | 0.06% | −9,586−2.7% | Reduced |
| Meritage Group LP | 345,846 | $254.9M | 7.71% | −218,137−38.7% | Reduced |
| DF Dent & Co Inc | 327,868 | $241.7M | 3.41% | −10,073−3.0% | Reduced |
| Voya Investment Management LLC | 319,437 | $235.4M | 0.25% | −8,660−2.6% | Reduced |
| Atalan Capital Partners, LP | 302,917 | $223.3M | 18.76% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 294,315 | $216.9M | 0.07% | +4,632+1.6% | Added |
| Legal & General Group Plc | 293,408 | $216.3M | 0.08% | +7,765+2.7% | Added |
| Deccan Value Investors L.P. | 292,828 | $215.8M | 21.37% | −48,070−14.1% | Reduced |
| UBS Asset Management Americas Inc | 241,326 | $177.9M | 0.09% | +3,888+1.6% | Added |
| Neuberger Berman Group LLC | 240,024 | $176.9M | 0.16% | +190,508+384.7% | Added |
| Alkeon Capital Management LLC | 222,824 | $164.2M | 1.05% | −36,508−14.1% | Reduced |
| Swiss National Bank | 204,900 | $151.0M | 0.10% | −4,700−2.2% | Reduced |
| Citadel Advisors LLC | 203,590 | $150.1M | 0.16% | −198,770−49.4% | Reduced |
| Advent International Corp | 199,650 | $147.2M | 1.79% | 00.0% | Unchanged |
| Bain Capital Public Equity Management II, LLC | 198,223 | $146.1M | 8.75% | +37,529+23.4% | Added |
| Deutsche Bank AG | 193,453 | $142.6M | 0.08% | −26,769−12.2% | Reduced |
| Ameriprise Financial Inc | 190,006 | $140.0M | 0.05% | +6,357+3.5% | Added |
| Putnam Investments LLC | 188,620 | $139.0M | 0.22% | +3,054+1.6% | Added |
| Nuveen Asset Management, LLC | 186,353 | $137.4M | 0.05% | −7,049−3.6% | Reduced |
| Millennium Management LLC | 176,115 | $129.8M | 0.15% | +142,197+419.2% | Added |
| Artisan Partners Limited Partnership | 173,199 | $127.7M | 0.21% | −60,709−26.0% | Reduced |
| Blair William & Co | 171,014 | $126.0M | 0.50% | −4,590−2.6% | Reduced |
| Wells Fargo & Company | 169,962 | $125.3M | 0.04% | −22,388−11.6% | Reduced |
| APG Asset Management N.V. | 180,762 | $122.6M | 0.26% | +3,474+2.0% | Added |
| Heard Capital LLC | 164,814 | $121.5M | 10.11% | −4,887−2.9% | Reduced |
| Sands Capital Management, LLC | 156,186 | $115.1M | 0.38% | +1,919+1.2% | Added |
| Mar Vista Investment Partners LLC | 155,255 | $114.4M | 5.09% | −13,340−7.9% | Reduced |
| Dimensional Fund Advisors LP | 154,574 | $113.9M | 0.04% | −8,518−5.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 144,097 | $106.2M | 0.08% | −1,130−0.8% | Reduced |
| Goldman Sachs Group Inc | 143,701 | $105.9M | 0.03% | +9,866+7.4% | Added |
| Triple Frond Partners LLC | 129,000 | $95.1M | 13.87% | −17,291−11.8% | Reduced |
| Slate Path Capital LP | 127,900 | $94.3M | 4.43% | +96,000+300.9% | Added |
| Bamco Inc | 125,000 | $92.1M | 0.28% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 118,083 | $87.0M | 0.73% | +141+0.1% | Added |
| CIBC Private Wealth Group, LLC | 136,560 | $86.9M | 0.25% | +78,256+134.2% | Added |
| XN LP | 117,748 | $86.8M | 10.35% | −18,575−13.6% | Reduced |
| JPMorgan Chase & Co | 113,510 | $83.7M | 0.01% | +22,095+24.2% | Added |
| EULAV Asset Management | 107,600 | $79.3M | 3.13% | +7,000+7.0% | Added |
| Douglass Winthrop Advisors, LLC | 106,524 | $78.5M | 2.04% | +2,419+2.3% | Added |
| US Bancorp | 105,217 | $77.6M | 0.13% | −10,220−8.9% | Reduced |
| Bristol John W & Co Inc | 104,030 | $76.7M | 1.58% | +135+0.1% | Added |
| Rhumbline Advisers | 103,933 | $76.6M | 0.09% | +3,129+3.1% | Added |
| California Public Employees Retirement System | 103,671 | $76.4M | 0.07% | −13,512−11.5% | Reduced |
| Yiheng Capital Management, L.P. | 101,312 | $74.7M | 5.82% | −6,300−5.9% | Reduced |
| Skye Global Management LP | 98,000 | $72.2M | 2.46% | +98,000 | New |
| Franklin Resources Inc | 93,740 | $69.1M | 0.03% | −7,408−7.3% | Reduced |
| Douglas Lane & Associates, LLC | 92,946 | $68.5M | 1.14% | −579−0.6% | Reduced |
| Balyasny Asset Management LLC | 92,049 | $67.8M | 0.22% | −174,766−65.5% | Reduced |
| National Pension Service | 88,426 | $65.0M | 0.12% | +983+1.1% | Added |
| California State Teachers Retirement System | 85,531 | $63.0M | 0.09% | −701−0.8% | Reduced |
| Renaissance Technologies LLC | 84,300 | $62.1M | 0.08% | −130,100−60.7% | Reduced |
| State of Michigan Retirement System | 81,292 | $59.9M | 0.39% | −11,055−12.0% | Reduced |
| Spyglass Capital Management LLC | 79,879 | $58.9M | 4.44% | −25,118−23.9% | Reduced |
| Samlyn Capital, LLC | 79,877 | $58.9M | 1.08% | +79,877 | New |
| Eagle Asset Management Inc | 78,208 | $57.6M | 0.34% | −27,279−25.9% | Reduced |
| Raymond James & Associates | 77,034 | $56.8M | 0.05% | −2,286−2.9% | Reduced |
| Voloridge Investment Management, LLC | 76,771 | $56.6M | 0.28% | +3,890+5.3% | Added |
| Capital Group Private Client Services, Inc. | 75,497 | $55.6M | 0.69% | −1,425−1.9% | Reduced |
| Crow's Nest Holdings LP | 75,345 | $55.5M | 15.33% | −11,050−12.8% | Reduced |
| Ci Investments Inc. | 71,249 | $52.5M | 0.26% | −5,104−6.7% | Reduced |
| Lord, Abbett & Co. LLC | 67,405 | $49.7M | 0.18% | +53,435+382.5% | Added |
| Alliancebernstein L.P. | 64,860 | $47.8M | 0.02% | −2,161−3.2% | Reduced |
| HSBC Holdings PLC | 64,713 | $47.7M | 0.06% | −5,414−7.7% | Reduced |
| Credit Suisse AG | 61,660 | $45.4M | 0.05% | −1,813−2.9% | Reduced |
| Barclays PLC | 61,249 | $45.1M | 0.05% | +2,247+3.8% | Added |
| Hudson Way Capital Management LLC | 59,717 | $44.0M | 10.96% | +1,398+2.4% | Added |
| 1832 Asset Management L.P. | 59,547 | $43.9M | 0.09% | −4,100−6.4% | Reduced |
| Capital International Inc | 59,274 | $43.7M | 0.88% | +609+1.0% | Added |
| State Board of Administration of Florida Retirement System | 57,317 | $42.2M | 0.10% | +1,760+3.2% | Added |
| Alyeska Investment Group, L.P. | 54,050 | $39.8M | 0.35% | +3,786+7.5% | Added |
| New York State Common Retirement Fund | 53,937 | $39.8M | 0.05% | −2,000−3.6% | Reduced |
| New York State Teachers Retirement System | 52,606 | $38.8M | 0.09% | −155−0.3% | Reduced |
| Bank of Montreal | 52,191 | $38.6M | 0.02% | +14,297+37.7% | Added |
| AQR Capital Management LLC | 51,250 | $37.8M | 0.08% | +35,372+222.8% | Added |
| TD Asset Management Inc | 50,478 | $37.2M | 0.04% | +33,849+203.6% | Added |