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 |
|---|---|---|---|---|---|
| East Coast Asset Management, LLC. | 48,865 | $36.0M | 15.88% | −172−0.4% | Reduced |
| Woodline Partners LP | 47,205 | $34.8M | 0.49% | +14,627+44.9% | Added |
| Royal Bank of Canada | 45,159 | $33.3M | 0.01% | +3,834+9.3% | Added |
| Chicago Capital, LLC | 44,951 | $33.1M | 1.65% | +171+0.4% | Added |
| Citigroup Inc | 44,729 | $33.0M | 0.04% | +3,830+9.4% | Added |
| Adage Capital Partners GP, L.L.C. | 43,894 | $32.4M | 0.07% | −8,600−16.4% | Reduced |
| Anabranch Capital Management, LP | 43,256 | $31.9M | 26.15% | 00.0% | Unchanged |
| Ampfield Management, L.P. | 43,229 | $31.9M | 21.41% | +15,206+54.3% | Added |
| Korea Investment CORP | 42,177 | $31.1M | 0.09% | +14,413+51.9% | Added |
| Pennant Investors, LP | 42,000 | $31.0M | 12.91% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 41,793 | $30.8M | 0.01% | −1,532−3.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,133 | $30.3M | 0.07% | +3,478+9.2% | Added |
| Stifel Financial Corp | 39,615 | $29.2M | 0.04% | +13,143+49.6% | Added |
| Goodnow Investment Group, LLC | 39,337 | $29.0M | 4.74% | −4,310−9.9% | Reduced |
| Holocene Advisors, LP | 39,258 | $28.9M | 0.14% | +13,479+52.3% | Added |
| Titan Global Capital Management USA LLC | 38,799 | $28.6M | 7.46% | −1,037−2.6% | Reduced |
| Prudential Financial Inc | 45,136 | $27.7M | 0.04% | −12,250−21.3% | Reduced |
| Oakcliff Capital Partners, LP | 37,198 | $27.4M | 19.10% | −14,500−28.0% | Reduced |
| UBS Group AG | 37,088 | $27.3M | 0.01% | +6,729+22.2% | Added |
| Manufacturers Life Insurance Company, The | 36,486 | $26.9M | 0.02% | −857−2.3% | Reduced |
| Employees Retirement System of Texas | 36,000 | $26.5M | 0.39% | +11,000+44.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 35,745 | $26.3M | 1.41% | −17,886−33.4% | Reduced |
| GW&K Investment Management, LLC | 35,068 | $25.8M | 0.25% | −4,129−10.5% | Reduced |
| Susquehanna International Group, LLP | 34,940 | $25.8M | 0.04% | +12,159+53.4% | Added |
| Scopus Asset Management, L.P. | 34,192 | $25.2M | 0.94% | −17,482−33.8% | Reduced |
| Minot Capital, LP | 33,335 | $24.6M | 4.45% | 00.0% | Unchanged |
| First Trust Advisors LP | 33,167 | $24.4M | 0.03% | +28,140+559.8% | Added |
| Russell Investments Group, Ltd. | 32,910 | $24.3M | 0.05% | −1,695−4.9% | Reduced |
| Tudor Investment Corp Et Al | 32,614 | $24.0M | 0.46% | +20,482+168.8% | Added |
| SEI Investments Co | 32,257 | $23.8M | 0.04% | +831+2.6% | Added |
| Cartenna Capital, LP | 31,000 | $22.8M | 4.33% | −30,500−49.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 30,707 | $22.6M | 0.06% | +85+0.3% | Added |
| Cookson Peirce & Co Inc | 30,684 | $22.6M | 1.45% | +30,684 | New |
| Wildcat Capital Management, LLC | 30,353 | $22.4M | 8.31% | −5,015−14.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,216 | $22.3M | 0.11% | +2,502+9.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 30,142 | $22.2M | 0.09% | +433+1.5% | Added |
| Public Employees Retirement System of Ohio | 29,890 | $22.0M | 0.09% | −945−3.1% | Reduced |
| DuPont Capital Management Corp | 29,585 | $21.8M | 1.04% | +1,436+5.1% | Added |
| State of New Jersey Common Pension Fund D | 29,406 | $21.7M | 0.08% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 29,343 | $21.6M | 0.10% | +308+1.1% | Added |
| Chilton Capital Management LLC | 28,376 | $20.9M | 1.21% | −800−2.7% | Reduced |
| State of Wisconsin Investment Board | 28,182 | $20.8M | 0.06% | −609−2.1% | Reduced |
| Mill Capital Management, LLC | 27,660 | $20.4M | 2.07% | +143+0.5% | Added |
| The PNC Financial Services Group, Inc. | 27,274 | $20.1M | 0.02% | +2,134+8.5% | Added |
| BRX Global LP | 27,149 | $20.0M | 23.80% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 26,700 | $19.7M | 0.88% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 25,806 | $19.0M | 0.10% | −951−3.6% | Reduced |
| Victory Capital Management Inc | 25,726 | $19.0M | 0.02% | −1,563−5.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 24,930 | $18.4M | 0.03% | +8,333+50.2% | Added |
| Pinebridge Investments, L.P. | 24,627 | $18.2M | 0.20% | −1,537−5.9% | Reduced |
| Cat Rock Capital Management LP | 24,138 | $17.8M | 2.51% | −25,385−51.3% | Reduced |
| Los Angeles Capital Management LLC | 23,984 | $17.7M | 0.08% | −11,218−31.9% | Reduced |
| Clough Capital Partners L P | 23,782 | $17.5M | 1.89% | −12,595−34.6% | Reduced |
| Natixis Advisors, L.P. | 23,630 | $17.4M | 0.06% | +278+1.2% | Added |
| Aviva PLC | 23,503 | $17.3M | 0.08% | −6,455−21.5% | Reduced |
| BNP Paribas Arbitrage, SA | 23,151 | $17.1M | 0.04% | −21,708−48.4% | Reduced |
| Toronto Dominion Bank | 22,997 | $16.9M | 0.03% | −2,233−8.9% | Reduced |
| Partners Capital Investment Group, LLP | 22,786 | $16.8M | 0.72% | −6,630−22.5% | Reduced |
| Ensign Peak Advisors, Inc | 22,781 | $16.8M | 0.04% | −3,985−14.9% | Reduced |
| Treasurer of the State of North Carolina | 22,461 | $16.6M | 0.09% | +160+0.7% | Added |
| Pictet Asset Management SA | 21,449 | $15.8M | 0.02% | −293−1.3% | Reduced |
| Royal London Asset Management Ltd | 20,357 | $15.0M | 0.06% | −1,035−4.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,041 | $14.8M | 0.08% | +8,712+76.9% | Added |
| Intrinsic Edge Capital Management LLC | 20,000 | $14.7M | 1.49% | +15,000+300.0% | Added |
| Canada Pension Plan Investment Board | 19,885 | $14.7M | 0.02% | +11,418+134.9% | Added |
| State of Tennessee, Treasury Department | 18,404 | $13.6M | 0.06% | +2,539+16.0% | Added |
| Quest Investment Management LLC | 18,400 | $13.6M | 1.86% | −3,252−15.0% | Reduced |
| Hudson Bay Capital Management LP | 18,400 | $13.6M | 0.15% | +3,200+21.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 18,029 | $13.3M | 0.18% | −700−3.7% | Reduced |
| Archon Partners LLC | 17,300 | $12.8M | 2.13% | +1,000+6.1% | Added |
| Two Sigma Investments, LP | 16,868 | $12.4M | 0.04% | −6,029−26.3% | Reduced |
| PYA Waltman Capital, LLC | 16,851 | $12.4M | 6.17% | −1,434−7.8% | Reduced |
| Nissay Asset Management Corp | 16,168 | $11.9M | 0.11% | +10,241+172.8% | Added |
| Gilder Gagnon Howe & Co LLC | 16,081 | $11.9M | 0.20% | −34−0.2% | Reduced |
| Brown Advisory Inc | 16,017 | $11.8M | 0.02% | +228+1.4% | Added |
| Great West Life Assurance Co | 15,915 | $11.7M | 0.03% | −461−2.8% | Reduced |
| Schroder Investment Management Group | 15,699 | $11.6M | 0.02% | −227−1.4% | Reduced |
| Retirement Systems of Alabama | 15,330 | $11.3M | 0.05% | −1,217−7.4% | Reduced |
| Center Lake Capital Management, LLC | 15,000 | $11.1M | 7.15% | −10,000−40.0% | Reduced |
| AMS Capital Ltda | 14,751 | $10.9M | 18.17% | +3,130+26.9% | Added |
| American International Group, Inc. | 14,221 | $10.5M | 0.07% | +98+0.7% | Added |
| MetLife Investment Management | 14,170 | $10.4M | 0.08% | −106−0.7% | Reduced |
| Arizona State Retirement System | 14,104 | $10.4M | 0.09% | +65+0.5% | Added |
| STRS Ohio | 14,000 | $10.3M | 0.04% | −17,000−54.8% | Reduced |
| Nisa Investment Advisors, LLC | 13,827 | $10.2M | 0.08% | +1,605+13.1% | Added |
| Capital International Ltd | 13,799 | $10.2M | 0.61% | +3,936+39.9% | Added |
| Pinnacle Financial Partners Inc | 13,772 | $10.2M | 0.27% | +925+7.2% | Added |
| Forsta Ap-Fonden | 13,700 | $10.1M | 0.12% | +1,700+14.2% | Added |
| Amalgamated Bank | 13,612 | $10.0M | 0.09% | −37−0.3% | Reduced |
| Capital International Sarl | 13,322 | $9.82M | 0.50% | +6,751+102.7% | Added |
| Wedge Capital Management L L P | 13,236 | $9.76M | 0.16% | −7,357−35.7% | Reduced |
| CI Private Wealth, LLC | 13,228 | $9.75M | 0.03% | +11,505+667.7% | Added |
| Fairbanks Capital Management, Inc. | 13,187 | $9.72M | 7.73% | +418+3.3% | Added |
| Standard Life Aberdeen plc | 13,069 | $9.63M | 0.02% | −362−2.7% | Reduced |
| Bluegrass Capital Partners LP | 13,000 | $9.58M | 10.64% | −3,000−18.8% | Reduced |
| Nomura Asset Management Co Ltd | 12,952 | $9.55M | 0.05% | +300+2.4% | Added |
| Delta Investment Management, LLC | 12,850 | $9.47M | 2.71% | −1,934−13.1% | Reduced |
| Fifth Third Bancorp | 12,681 | $9.35M | 0.04% | +1,726+15.8% | Added |
| Shell Asset Management Co | 12,239 | $9.02M | 0.37% | +2,073+20.4% | Added |
| Jane Street Group, LLC | 12,015 | $8.86M | 0.02% | +7,014+140.3% | Added |