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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 108 | $79.6K | 0.01% | −69−39.0% | Reduced |
| IFP Advisors, Inc | 242 | $81.9K | 0.00% | −226−48.3% | Reduced |
| Quent Capital, LLC | 112 | $82.8K | 0.01% | +70+166.7% | Added |
| ING Groep NV | 114 | $84.0K | 0.00% | −669−85.4% | Reduced |
| Worth Asset Management, LLC | 115 | $84.8K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 116 | $85.5K | 0.01% | +44+61.1% | Added |
| HHM Wealth Advisors, LLC | 117 | $86.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 122 | $90.0K | 0.02% | +122 | New |
| Avalon Trust Co | 123 | $90.7K | 0.01% | +123 | New |
| Carmel Capital Partners, LLC | 125 | $92.1K | 0.05% | +125 | New |
| Hazlett, Burt & Watson, Inc. | 128 | $94.0K | 0.08% | 00.0% | Unchanged |
| Arlington Partners LLC | 131 | $96.6K | 0.01% | +45+52.3% | Added |
| TCI Wealth Advisors, Inc. | 139 | $102.5K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 139 | $102.5K | 0.01% | +139 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 140 | $103.2K | 0.00% | +115+460.0% | Added |
| Pittenger & Anderson Inc | 140 | $103.2K | 0.01% | +20+16.7% | Added |
| Deseret Mutual Benefit Administrators | 141 | $103.9K | 0.04% | +4+2.9% | Added |
| Pinnacle Bancorp, Inc. | 143 | $105.4K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 148 | $108.9K | 0.01% | −1−0.7% | Reduced |
| Parkside Financial Bank & Trust | 153 | $112.8K | 0.03% | −6−3.8% | Reduced |
| Spire Wealth Management | 155 | $114.2K | 0.00% | +14+9.9% | Added |
| Ellevest, Inc. | 163 | $120.1K | 0.01% | +18+12.4% | Added |
| C M Bidwell & Associates Ltd | 175 | $129.0K | 0.10% | −27−13.4% | Reduced |
| First Horizon Advisors, Inc. | 197 | $145.2K | 0.01% | −11−5.3% | Reduced |
| Allworth Financial LP | 200 | $147.4K | 0.00% | −21−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 208 | $153.3K | 0.00% | −86−29.3% | Reduced |
| Quadrant Capital Group LLC | 259 | $190.9K | 0.02% | +46+21.6% | Added |
| Parallel Advisors, LLC | 262 | $193.5K | 0.01% | +18+7.4% | Added |
| Belpointe Asset Management LLC | 265 | $195.3K | 0.01% | +117+79.1% | Added |
| Diversified Trust Co | 287 | $211.5K | 0.01% | −62−17.8% | Reduced |
| Trust Investment Advisors | 288 | $212.3K | 0.19% | +288 | New |
| AMG National Trust Bank | 298 | $219.6K | 0.01% | −39−11.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 299 | $220.4K | 0.02% | −141−32.0% | Reduced |
| Glenview Trust Co | 303 | $223.3K | 0.01% | +303 | New |
| Tiaa, FSB | 306 | $225.5K | 0.00% | +306 | New |
| Everhart Financial Group, Inc. | 308 | $227.0K | 0.10% | +308 | New |
| Huntington National Bank | 312 | $230.0K | 0.00% | +23+8.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 313 | $230.7K | 0.04% | +313 | New |
| RMB Capital Management, LLC | 313 | $230.7K | 0.01% | +313 | New |
| Forum Financial Management, LP | 314 | $231.4K | 0.01% | +314 | New |
| WMS Partners, LLC | 316 | $232.9K | 0.02% | −43−12.0% | Reduced |
| AE Wealth Management LLC | 318 | $234.5K | 0.00% | +318 | New |
| Stratos Wealth Advisors, LLC | 321 | $237.1K | 0.02% | −7−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 322 | $237.3K | 0.02% | +4+1.3% | Added |
| Man Group plc | – | $239.5K | 0.00% | – | – |
| Shelton Capital Management | 326 | $240.3K | 0.01% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 333 | $245.4K | 0.11% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 336 | $247.6K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 338 | $249.1K | 0.00% | +338 | New |
| Orion Portfolio Solutions, LLC | 338 | $249.1K | 0.00% | +338 | New |
| Sentry Investment Management LLC | 339 | $250.0K | 0.10% | −4−1.2% | Reduced |
| First Heartland Consultants, Inc. | 339 | $250.5K | 0.04% | −6−1.7% | Reduced |
| Diametric Capital, LP | 342 | $252.1K | 0.12% | −911−72.7% | Reduced |
| Axxcess Wealth Management, LLC | 349 | $257.2K | 0.02% | −16−4.4% | Reduced |
| Westhampton Capital, LLC | 350 | $258.0K | 0.17% | −52−12.9% | Reduced |
| Toth Financial Advisory Corp | 352 | $259.4K | 0.04% | +352 | New |
| Regions Financial Corp | 370 | $273.0K | 0.00% | −5−1.3% | Reduced |
| Desjardins Global Asset Management Inc. | 389 | $287.0K | 0.04% | +389 | New |
| Great Lakes Advisors, LLC | 395 | $291.1K | 0.00% | −7−1.7% | Reduced |
| GHP Investment Advisors, Inc. | 400 | $294.8K | 0.02% | −40−9.1% | Reduced |
| Little House Capital LLC | 400 | $294.8K | 0.14% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 401 | $295.6K | 0.01% | +65+19.3% | Added |
| LMR Partners LLP | 401 | $295.6K | 0.01% | +401 | New |
| Ostrum Asset Management | 409 | $301.5K | 0.03% | +409 | New |
| Wedmont Private Capital | 411 | $301.6K | 0.04% | +47+12.9% | Added |
| Crescent Grove Advisors, LLC | 410 | $302.2K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 412 | $303.7K | 0.07% | +412 | New |
| Montag A & Associates Inc | 413 | $304.4K | 0.02% | +17+4.3% | Added |
| CIBC World Markets Inc. | 414 | $305.0K | 0.00% | +414 | New |
| D. E. Shaw & Co., Inc. | 414 | $305.1K | 0.00% | −1,895−82.1% | Reduced |
| Engineers Gate Manager LP | 414 | $305.1K | 0.01% | −8−1.9% | Reduced |
| Boston Private Wealth LLC | 421 | $310.4K | 0.00% | +38+9.9% | Added |
| LWM Advisory Services, LLC | 427 | $314.7K | 0.34% | +427 | New |
| Parsons Capital Management Inc | 427 | $314.7K | 0.03% | −23−5.1% | Reduced |
| Siemens Fonds Invest GmbH | 431 | $317.7K | 0.03% | −8−1.8% | Reduced |
| FineMark National Bank & Trust | 438 | $322.8K | 0.01% | +54+14.1% | Added |
| PGGM Investments | 445 | $328.0K | 0.01% | +445 | New |
| Lazard Asset Management LLC | 452 | $332.0K | 0.00% | +6+1.3% | Added |
| Vident Investment Advisory, LLC | 451 | $332.4K | 0.01% | +65+16.8% | Added |
| Kistler-Tiffany Companies, LLC | 454 | $334.7K | 0.06% | +383+539.4% | Added |
| Roundview Capital LLC | 456 | $336.1K | 0.04% | −1−0.2% | Reduced |
| FDx Advisors, Inc. | 536 | $338.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 460 | $339.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 464 | $341.8K | 0.02% | +464 | New |
| SeaCrest Wealth Management, LLC | 490 | $361.2K | 0.05% | +18+3.8% | Added |
| Signaturefd, LLC | 490 | $361.2K | 0.01% | +39+8.6% | Added |
| 4J Wealth Management LLC | 491 | $362.1K | 0.39% | −101−17.1% | Reduced |
| Old National Bancorp | 492 | $362.6K | 0.01% | +492 | New |
| Worldquant Millennium Advisors LLC | 495 | $365.0K | 0.01% | −2,755−84.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 500 | $368.5K | 0.05% | +100+25.0% | Added |
| Private Advisor Group, LLC | 503 | $371.1K | 0.00% | +503 | New |
| Moody National Bank Trust Division | 504 | $371.5K | 0.03% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 505 | $372.2K | 0.39% | +505 | New |
| Integrated Wealth Concepts LLC | 507 | $373.0K | 0.01% | +507 | New |
| Cedar Brook Financial Partners, LLC | 509 | $375.2K | 0.10% | +4+0.8% | Added |
| CWM Advisors, LLC | 510 | $375.9K | 0.05% | −35−6.4% | Reduced |
| JMG Financial Group, Ltd. | 513 | $378.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 515 | $379.6K | 0.01% | +266+106.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 516 | $380.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 516 | $380.5K | 0.01% | +35+7.3% | Added |