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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 155 | $114.2K | 0.00% | +14+9.9% | Added |
| Parkside Financial Bank & Trust | 153 | $112.8K | 0.03% | −6−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 148 | $108.9K | 0.01% | −1−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 143 | $105.4K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 141 | $103.9K | 0.04% | +4+2.9% | Added |
| Pittenger & Anderson Inc | 140 | $103.2K | 0.01% | +20+16.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 140 | $103.2K | 0.00% | +115+460.0% | 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 |
| Arlington Partners LLC | 131 | $96.6K | 0.01% | +45+52.3% | Added |
| Hazlett, Burt & Watson, Inc. | 128 | $94.0K | 0.08% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 125 | $92.1K | 0.05% | +125 | New |
| Avalon Trust Co | 123 | $90.7K | 0.01% | +123 | New |
| Harvest Fund Management Co., Ltd | 122 | $90.0K | 0.02% | +122 | New |
| HHM Wealth Advisors, LLC | 117 | $86.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 116 | $85.5K | 0.01% | +44+61.1% | Added |
| Worth Asset Management, LLC | 115 | $84.8K | 0.06% | 00.0% | Unchanged |
| ING Groep NV | 114 | $84.0K | 0.00% | −669−85.4% | Reduced |
| Quent Capital, LLC | 112 | $82.8K | 0.01% | +70+166.7% | Added |
| IFP Advisors, Inc | 242 | $81.9K | 0.00% | −226−48.3% | Reduced |
| Leonteq Securities AG | 108 | $79.6K | 0.01% | −69−39.0% | Reduced |
| Private Trust Co NA | 104 | $76.7K | 0.01% | +68+188.9% | Added |
| Colonial Trust Advisors | 103 | $75.9K | 0.01% | −1−1.0% | Reduced |
| Clear Street Markets LLC | 102 | $75.0K | 0.02% | +49+92.5% | Added |
| Alta Advisers Ltd | 100 | $73.7K | 0.04% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $73.7K | 0.05% | +100 | New |
| Ameritas Advisory Services, LLC | 90 | $66.0K | 0.00% | +90 | New |
| Global Retirement Partners, LLC | 83 | $63.8K | 0.00% | +35+72.9% | Added |
| Allianz Asset Management GmbH | 85 | $62.6K | 0.00% | +85 | New |
| TFC Financial Management | 84 | $61.9K | 0.02% | +1+1.2% | Added |
| Column Capital Advisors, LLC | 72 | $53.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 70 | $51.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $51.6K | 0.00% | +70 | New |
| Glassman Wealth Services | 69 | $50.9K | 0.01% | +3+4.5% | Added |
| KB Financial Partners, LLC | 60 | $44.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $42.7K | 0.00% | +4+7.4% | Added |
| Smithfield Trust Co | 56 | $42.0K | 0.00% | +24+75.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $38.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 51 | $37.6K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 51 | $37.3K | 0.00% | −54−51.4% | Reduced |
| Farther Finance Advisors, LLC | 49 | $36.2K | 0.01% | −10−16.9% | Reduced |
| BDO Wealth Advisors, LLC | 49 | $36.1K | 0.00% | +10+25.6% | Added |
| Edge Capital Group, LLC | 49 | $36.1K | 0.00% | −59−54.6% | Reduced |
| Lindbrook Capital, LLC | 48 | $35.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 39 | $28.7K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 38 | $28.0K | 0.01% | +2+5.6% | Added |
| Cullen/Frost Bankers, Inc. | 38 | $28.0K | 0.00% | +38 | New |
| Umb Bank N A | 37 | $27.3K | 0.00% | +8+27.6% | Added |
| International Assets Investment Management, LLC | 37 | $27.1K | 0.00% | +37 | New |
| Proequities, Inc. | 36 | $26.5K | 0.00% | −25−41.0% | Reduced |
| Farmers & Merchants Investments Inc | 34 | $25.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 31 | $22.8K | 0.00% | +20+181.8% | Added |
| Harbour Investments, Inc. | 27 | $19.9K | 0.00% | −8−22.9% | Reduced |
| Park Place Capital Corp | 26 | $19.2K | 0.01% | −20−43.5% | Reduced |
| Washington Trust Co | 25 | $18.4K | 0.00% | −1−3.8% | Reduced |
| Covestor Ltd | 24 | $18.0K | 0.02% | −6−20.0% | Reduced |
| Earnest Partners LLC | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $16.0K | 0.00% | +3+13.0% | Added |
| Sit Investment Associates Inc | 20 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $14.7K | 0.00% | −173−89.6% | Reduced |
| Atticus Wealth Management, LLC | 20 | $14.7K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 19 | $14.0K | 0.01% | +7+58.3% | Added |
| Global Trust Asset Management, LLC | 18 | $13.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $13.3K | 0.00% | +2+12.5% | Added |
| Bokf, NA | 17 | $12.5K | 0.00% | −584−97.2% | Reduced |
| Baker Avenue Asset Management, LP | 17 | $12.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $12.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $12.5K | 0.00% | +2+13.3% | Added |
| DT Investment Partners, LLC | 16 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $11.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 14 | $10.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $10.3K | 0.00% | +2+16.7% | Added |
| Bell Investment Advisors, Inc | 14 | $10.3K | 0.00% | +2+16.7% | Added |
| Point72 Asset Management, L.P. | 13 | $9.58K | 0.00% | −306,294−100.0% | Reduced |
| Global Wealth Strategies & Associates | 11 | $8.11K | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 11 | $8.00K | 0.00% | +2+22.2% | Added |
| Sutton Wealth Advisors Inc. | 10 | $7.37K | 0.00% | −446−97.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 10 | $7.37K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $7.37K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $6.63K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $6.63K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $5.90K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $5.16K | 0.00% | +1+16.7% | Added |
| Cedar Wealth Management, LLC | 7 | $5.16K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $5.00K | 0.00% | +3+75.0% | Added |
| Abound Wealth Management | 6 | $4.46K | 0.00% | +1+20.0% | Added |
| Lee Financial Co | 6 | $4.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $4.42K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 6 | $4.00K | 0.00% | +1+20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.69K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4 | $2.95K | 0.00% | −10−71.4% | Reduced |
| Eagle Bay Advisors LLC | 4 | $2.95K | 0.00% | −1−20.0% | Reduced |
| Hollencrest Capital Management | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |