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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 36,000 | $26.5M | 0.39% | +11,000+44.0% | Added |
| Manufacturers Life Insurance Company, The | 36,486 | $26.9M | 0.02% | −857−2.3% | Reduced |
| UBS Group AG | 37,088 | $27.3M | 0.01% | +6,729+22.2% | Added |
| Oakcliff Capital Partners, LP | 37,198 | $27.4M | 19.10% | −14,500−28.0% | Reduced |
| Prudential Financial Inc | 45,136 | $27.7M | 0.04% | −12,250−21.3% | Reduced |
| Titan Global Capital Management USA LLC | 38,799 | $28.6M | 7.46% | −1,037−2.6% | Reduced |
| Holocene Advisors, LP | 39,258 | $28.9M | 0.14% | +13,479+52.3% | Added |
| Goodnow Investment Group, LLC | 39,337 | $29.0M | 4.74% | −4,310−9.9% | Reduced |
| Stifel Financial Corp | 39,615 | $29.2M | 0.04% | +13,143+49.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,133 | $30.3M | 0.07% | +3,478+9.2% | Added |
| Envestnet Asset Management Inc | 41,793 | $30.8M | 0.01% | −1,532−3.5% | Reduced |
| Pennant Investors, LP | 42,000 | $31.0M | 12.91% | 00.0% | Unchanged |
| Korea Investment CORP | 42,177 | $31.1M | 0.09% | +14,413+51.9% | Added |
| Ampfield Management, L.P. | 43,229 | $31.9M | 21.41% | +15,206+54.3% | Added |
| Anabranch Capital Management, LP | 43,256 | $31.9M | 26.15% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 43,894 | $32.4M | 0.07% | −8,600−16.4% | Reduced |
| Citigroup Inc | 44,729 | $33.0M | 0.04% | +3,830+9.4% | Added |
| Chicago Capital, LLC | 44,951 | $33.1M | 1.65% | +171+0.4% | Added |
| Royal Bank of Canada | 45,159 | $33.3M | 0.01% | +3,834+9.3% | Added |
| Woodline Partners LP | 47,205 | $34.8M | 0.49% | +14,627+44.9% | Added |
| East Coast Asset Management, LLC. | 48,865 | $36.0M | 15.88% | −172−0.4% | Reduced |
| TD Asset Management Inc | 50,478 | $37.2M | 0.04% | +33,849+203.6% | Added |
| AQR Capital Management LLC | 51,250 | $37.8M | 0.08% | +35,372+222.8% | Added |
| Bank of Montreal | 52,191 | $38.6M | 0.02% | +14,297+37.7% | Added |
| New York State Teachers Retirement System | 52,606 | $38.8M | 0.09% | −155−0.3% | Reduced |
| New York State Common Retirement Fund | 53,937 | $39.8M | 0.05% | −2,000−3.6% | Reduced |
| Alyeska Investment Group, L.P. | 54,050 | $39.8M | 0.35% | +3,786+7.5% | Added |
| State Board of Administration of Florida Retirement System | 57,317 | $42.2M | 0.10% | +1,760+3.2% | Added |
| Capital International Inc | 59,274 | $43.7M | 0.88% | +609+1.0% | Added |
| 1832 Asset Management L.P. | 59,547 | $43.9M | 0.09% | −4,100−6.4% | Reduced |
| Hudson Way Capital Management LLC | 59,717 | $44.0M | 10.96% | +1,398+2.4% | Added |
| Barclays PLC | 61,249 | $45.1M | 0.05% | +2,247+3.8% | Added |
| Credit Suisse AG | 61,660 | $45.4M | 0.05% | −1,813−2.9% | Reduced |
| HSBC Holdings PLC | 64,713 | $47.7M | 0.06% | −5,414−7.7% | Reduced |
| Alliancebernstein L.P. | 64,860 | $47.8M | 0.02% | −2,161−3.2% | Reduced |
| Lord, Abbett & Co. LLC | 67,405 | $49.7M | 0.18% | +53,435+382.5% | Added |
| Ci Investments Inc. | 71,249 | $52.5M | 0.26% | −5,104−6.7% | Reduced |
| Crow's Nest Holdings LP | 75,345 | $55.5M | 15.33% | −11,050−12.8% | Reduced |
| Capital Group Private Client Services, Inc. | 75,497 | $55.6M | 0.69% | −1,425−1.9% | Reduced |
| Voloridge Investment Management, LLC | 76,771 | $56.6M | 0.28% | +3,890+5.3% | Added |
| Raymond James & Associates | 77,034 | $56.8M | 0.05% | −2,286−2.9% | Reduced |
| Eagle Asset Management Inc | 78,208 | $57.6M | 0.34% | −27,279−25.9% | Reduced |
| Samlyn Capital, LLC | 79,877 | $58.9M | 1.08% | +79,877 | New |
| Spyglass Capital Management LLC | 79,879 | $58.9M | 4.44% | −25,118−23.9% | Reduced |
| State of Michigan Retirement System | 81,292 | $59.9M | 0.39% | −11,055−12.0% | Reduced |
| Renaissance Technologies LLC | 84,300 | $62.1M | 0.08% | −130,100−60.7% | Reduced |
| California State Teachers Retirement System | 85,531 | $63.0M | 0.09% | −701−0.8% | Reduced |
| National Pension Service | 88,426 | $65.0M | 0.12% | +983+1.1% | Added |
| Balyasny Asset Management LLC | 92,049 | $67.8M | 0.22% | −174,766−65.5% | Reduced |
| Douglas Lane & Associates, LLC | 92,946 | $68.5M | 1.14% | −579−0.6% | Reduced |
| Franklin Resources Inc | 93,740 | $69.1M | 0.03% | −7,408−7.3% | Reduced |
| Skye Global Management LP | 98,000 | $72.2M | 2.46% | +98,000 | New |
| Yiheng Capital Management, L.P. | 101,312 | $74.7M | 5.82% | −6,300−5.9% | Reduced |
| California Public Employees Retirement System | 103,671 | $76.4M | 0.07% | −13,512−11.5% | Reduced |
| Rhumbline Advisers | 103,933 | $76.6M | 0.09% | +3,129+3.1% | Added |
| Bristol John W & Co Inc | 104,030 | $76.7M | 1.58% | +135+0.1% | Added |
| US Bancorp | 105,217 | $77.6M | 0.13% | −10,220−8.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 106,524 | $78.5M | 2.04% | +2,419+2.3% | Added |
| EULAV Asset Management | 107,600 | $79.3M | 3.13% | +7,000+7.0% | Added |
| JPMorgan Chase & Co | 113,510 | $83.7M | 0.01% | +22,095+24.2% | Added |
| XN LP | 117,748 | $86.8M | 10.35% | −18,575−13.6% | Reduced |
| CIBC Private Wealth Group, LLC | 136,560 | $86.9M | 0.25% | +78,256+134.2% | Added |
| Brown Brothers Harriman & Co | 118,083 | $87.0M | 0.73% | +141+0.1% | Added |
| Bamco Inc | 125,000 | $92.1M | 0.28% | 00.0% | Unchanged |
| Slate Path Capital LP | 127,900 | $94.3M | 4.43% | +96,000+300.9% | Added |
| Triple Frond Partners LLC | 129,000 | $95.1M | 13.87% | −17,291−11.8% | Reduced |
| Goldman Sachs Group Inc | 143,701 | $105.9M | 0.03% | +9,866+7.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 144,097 | $106.2M | 0.08% | −1,130−0.8% | Reduced |
| Dimensional Fund Advisors LP | 154,574 | $113.9M | 0.04% | −8,518−5.2% | Reduced |
| Mar Vista Investment Partners LLC | 155,255 | $114.4M | 5.09% | −13,340−7.9% | Reduced |
| Sands Capital Management, LLC | 156,186 | $115.1M | 0.38% | +1,919+1.2% | Added |
| Heard Capital LLC | 164,814 | $121.5M | 10.11% | −4,887−2.9% | Reduced |
| APG Asset Management N.V. | 180,762 | $122.6M | 0.26% | +3,474+2.0% | Added |
| Wells Fargo & Company | 169,962 | $125.3M | 0.04% | −22,388−11.6% | Reduced |
| Blair William & Co | 171,014 | $126.0M | 0.50% | −4,590−2.6% | Reduced |
| Artisan Partners Limited Partnership | 173,199 | $127.7M | 0.21% | −60,709−26.0% | Reduced |
| Millennium Management LLC | 176,115 | $129.8M | 0.15% | +142,197+419.2% | Added |
| Nuveen Asset Management, LLC | 186,353 | $137.4M | 0.05% | −7,049−3.6% | Reduced |
| Putnam Investments LLC | 188,620 | $139.0M | 0.22% | +3,054+1.6% | Added |
| Ameriprise Financial Inc | 190,006 | $140.0M | 0.05% | +6,357+3.5% | Added |
| Deutsche Bank AG | 193,453 | $142.6M | 0.08% | −26,769−12.2% | Reduced |
| Bain Capital Public Equity Management II, LLC | 198,223 | $146.1M | 8.75% | +37,529+23.4% | Added |
| Advent International Corp | 199,650 | $147.2M | 1.79% | 00.0% | Unchanged |
| Citadel Advisors LLC | 203,590 | $150.1M | 0.16% | −198,770−49.4% | Reduced |
| Swiss National Bank | 204,900 | $151.0M | 0.10% | −4,700−2.2% | Reduced |
| Alkeon Capital Management LLC | 222,824 | $164.2M | 1.05% | −36,508−14.1% | Reduced |
| Neuberger Berman Group LLC | 240,024 | $176.9M | 0.16% | +190,508+384.7% | Added |
| UBS Asset Management Americas Inc | 241,326 | $177.9M | 0.09% | +3,888+1.6% | Added |
| Deccan Value Investors L.P. | 292,828 | $215.8M | 21.37% | −48,070−14.1% | Reduced |
| Legal & General Group Plc | 293,408 | $216.3M | 0.08% | +7,765+2.7% | Added |
| Charles Schwab Investment Management Inc | 294,315 | $216.9M | 0.07% | +4,632+1.6% | Added |
| Atalan Capital Partners, LP | 302,917 | $223.3M | 18.76% | 00.0% | Unchanged |
| Voya Investment Management LLC | 319,437 | $235.4M | 0.25% | −8,660−2.6% | Reduced |
| DF Dent & Co Inc | 327,868 | $241.7M | 3.41% | −10,073−3.0% | Reduced |
| Meritage Group LP | 345,846 | $254.9M | 7.71% | −218,137−38.7% | Reduced |
| Bank of New York Mellon Corp | 346,806 | $255.6M | 0.06% | −9,586−2.7% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 366,187 | $269.9M | 8.54% | 00.0% | Unchanged |
| American Century Companies Inc | 368,657 | $270.2M | 0.21% | −86,585−19.0% | Reduced |
| Westfield Capital Management Co LP | 371,149 | $273.6M | 1.93% | −8,016−2.1% | Reduced |
| Norges Bank | 411,312 | $303.2M | 0.07% | +124,132+43.2% | Added |