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, Q2 2023
Institutional positions in TransDigm Group INC as of Jun 30, 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
- 746
- +28 vs. Q1 2023
- Shares held
- 53.5M
- +775.1K (+1.5%) vs. Q1 2023
- Total value
- $47.7B
- +$8.91B (+23.0%) vs. Q1 2023
- New holders
- 87
- 263 more added
- Sold out
- 59
- 246 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,579,649 | $5.88B | 1.42% | +14,190+0.2% | Added |
| Vanguard Group Inc | 5,798,581 | $5.18B | 0.12% | +51,488+0.9% | Added |
| BlackRock Inc. | 4,650,884 | $4.16B | 0.12% | −82,015−1.7% | Reduced |
| Principal Financial Group Inc | 2,600,437 | $2.33B | 1.59% | −227,573−8.0% | Reduced |
| Capital World Investors | 2,206,880 | $1.97B | 0.38% | +335,334+17.9% | Added |
| State Street Corp | 2,061,845 | $1.84B | 0.10% | +39,677+2.0% | Added |
| Capital Research Global Investors | 1,988,257 | $1.78B | 0.48% | +8,413+0.4% | Added |
| FMR LLC | 1,514,579 | $1.35B | 0.11% | +173,904+13.0% | Added |
| Altarock Partners LLC | 1,357,491 | $1.21B | 29.15% | −25,633−1.9% | Reduced |
| Stockbridge Partners LLC | 1,195,941 | $1.07B | 21.82% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,099,117 | $980.1M | 0.12% | +35,578+3.3% | Added |
| Matrix Capital Management Company, LP | 1,094,900 | $979.0M | 11.38% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 766,516 | $685.4M | 0.10% | −52,241−6.4% | Reduced |
| JPMorgan Chase & Co | 758,088 | $677.9M | 0.08% | +644,578+567.9% | Added |
| Morgan Stanley | 645,138 | $576.9M | 0.06% | +5,753+0.9% | Added |
| Vulcan Value Partners, LLC | 626,838 | $560.5M | 7.04% | −64,327−9.3% | Reduced |
| Norges Bank | 604,167 | $540.2M | 0.11% | +192,855+46.9% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 582,986 | $521.3M | 4.78% | −115,862−16.6% | Reduced |
| Invesco Ltd. | 540,639 | $483.4M | 0.13% | +57,221+11.8% | Added |
| Windacre Partnership LLC | 535,300 | $478.6M | 9.23% | +535,300 | New |
| Primecap Management Co | 526,044 | $470.4M | 0.39% | −29,350−5.3% | Reduced |
| Northern Trust Corp | 485,518 | $434.1M | 0.08% | −15,377−3.1% | Reduced |
| Fred Alger Management, LLC | 415,068 | $371.1M | 1.90% | −58,515−12.4% | Reduced |
| Westfield Capital Management Co LP | 363,795 | $325.3M | 2.07% | −7,354−2.0% | Reduced |
| Bank of America Corp | 348,424 | $311.6M | 0.04% | −70,907−16.9% | Reduced |
| Bank of New York Mellon Corp | 344,229 | $307.8M | 0.06% | −2,577−0.7% | Reduced |
| Meritage Group LP | 341,403 | $305.3M | 8.50% | −4,443−1.3% | Reduced |
| American Century Companies Inc | 315,611 | $282.2M | 0.21% | −53,046−14.4% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 312,747 | $279.6M | 8.04% | −53,440−14.6% | Reduced |
| Legal & General Group Plc | 296,486 | $265.1M | 0.09% | +3,078+1.0% | Added |
| Charles Schwab Investment Management Inc | 296,241 | $264.9M | 0.08% | +1,926+0.7% | Added |
| Atalan Capital Partners, LP | 284,742 | $254.6M | 20.00% | −18,175−6.0% | Reduced |
| DF Dent & Co Inc | 280,941 | $251.2M | 3.40% | −46,927−14.3% | Reduced |
| Deccan Value Investors L.P. | 278,228 | $248.8M | 22.77% | −14,600−5.0% | Reduced |
| Voya Investment Management LLC | 252,465 | $225.7M | 0.23% | −66,972−21.0% | Reduced |
| Neuberger Berman Group LLC | 238,368 | $213.1M | 0.19% | −1,656−0.7% | Reduced |
| Ameriprise Financial Inc | 217,455 | $194.4M | 0.06% | +27,449+14.4% | Added |
| Advent International Corp | 199,650 | $178.5M | 2.07% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 241,326 | $177.9M | 0.09% | 00.0% | Unchanged |
| Swiss National Bank | 197,200 | $176.3M | 0.12% | −7,700−3.8% | Reduced |
| Alkeon Capital Management LLC | 196,177 | $175.4M | 1.05% | −26,647−12.0% | Reduced |
| Putnam Investments LLC | 188,407 | $168.5M | 0.25% | −213−0.1% | Reduced |
| Nuveen Asset Management, LLC | 184,979 | $165.4M | 0.06% | −1,374−0.7% | Reduced |
| Artisan Partners Limited Partnership | 177,122 | $158.4M | 0.25% | +3,923+2.3% | Added |
| Wells Fargo & Company | 176,181 | $157.5M | 0.05% | +6,219+3.7% | Added |
| Blair William & Co | 170,566 | $152.5M | 0.56% | −448−0.3% | Reduced |
| Bain Capital Public Equity Management II, LLC | 166,999 | $149.3M | 8.60% | −31,224−15.8% | Reduced |
| Deutsche Bank AG | 165,611 | $148.1M | 0.08% | −27,842−14.4% | Reduced |
| APG Asset Management N.V. | 178,599 | $146.4M | 0.30% | −2,163−1.2% | Reduced |
| Goldman Sachs Group Inc | 158,255 | $141.5M | 0.04% | +14,554+10.1% | Added |
| Sands Capital Management, LLC | 152,980 | $136.8M | 0.42% | −3,206−2.1% | Reduced |
| Dimensional Fund Advisors LP | 149,178 | $133.4M | 0.04% | −5,396−3.5% | Reduced |
| Mar Vista Investment Partners LLC | 148,341 | $132.6M | 5.55% | −6,914−4.5% | Reduced |
| Heard Capital LLC | 144,947 | $129.6M | 9.96% | −19,867−12.1% | Reduced |
| Skye Global Management LP | 138,500 | $123.8M | 3.50% | +40,500+41.3% | Added |
| CIBC Private Wealth Group, LLC | 135,982 | $121.6M | 0.27% | −578−0.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 133,007 | $118.9M | 0.09% | −11,090−7.7% | Reduced |
| Triple Frond Partners LLC | 129,000 | $115.3M | 14.87% | 00.0% | Unchanged |
| Slate Path Capital LP | 127,900 | $114.4M | 4.18% | 00.0% | Unchanged |
| Bamco Inc | 125,000 | $111.8M | 0.31% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 122,250 | $109.3M | 0.38% | +54,845+81.4% | Added |
| Canada Pension Plan Investment Board | 121,855 | $109.0M | 0.17% | +101,970+512.8% | Added |
| Brown Brothers Harriman & Co | 118,082 | $105.6M | 0.85% | −10.0% | Reduced |
| National Pension Service | 115,751 | $102.6M | 0.17% | +27,325+30.9% | Added |
| EULAV Asset Management | 111,457 | $99.7M | 3.71% | +3,857+3.6% | Added |
| Voloridge Investment Management, LLC | 111,185 | $99.4M | 0.47% | +34,414+44.8% | Added |
| Douglass Winthrop Advisors, LLC | 105,522 | $94.4M | 2.25% | −1,002−0.9% | Reduced |
| Bristol John W & Co Inc | 103,520 | $92.6M | 1.75% | −510−0.5% | Reduced |
| Rhumbline Advisers | 103,505 | $92.6M | 0.10% | −428−0.4% | Reduced |
| US Bancorp | 102,111 | $91.3M | 0.15% | −3,106−3.0% | Reduced |
| California Public Employees Retirement System | 99,331 | $88.8M | 0.08% | −4,340−4.2% | Reduced |
| Barclays PLC | 97,810 | $87.5M | 0.06% | +36,561+59.7% | Added |
| Renaissance Technologies LLC | 97,800 | $87.5M | 0.13% | +13,500+16.0% | Added |
| Franklin Resources Inc | 92,513 | $82.7M | 0.04% | −1,227−1.3% | Reduced |
| Douglas Lane & Associates, LLC | 92,119 | $82.4M | 1.33% | −827−0.9% | Reduced |
| California State Teachers Retirement System | 87,863 | $78.6M | 0.11% | +2,332+2.7% | Added |
| Samlyn Capital, LLC | 80,124 | $71.6M | 1.24% | +247+0.3% | Added |
| State of Michigan Retirement System | 75,392 | $67.4M | 0.42% | −5,900−7.3% | Reduced |
| UBS Group AG | 75,019 | $67.1M | 0.03% | +37,931+102.3% | Added |
| Crow's Nest Holdings LP | 75,000 | $67.1M | 15.90% | −345−0.5% | Reduced |
| Capital Group Private Client Services, Inc. | 74,376 | $66.5M | 0.78% | −1,121−1.5% | Reduced |
| Raymond James & Associates | 73,877 | $66.1M | 0.05% | −3,157−4.1% | Reduced |
| Korea Investment CORP | 73,733 | $65.9M | 0.19% | +31,556+74.8% | Added |
| Spyglass Capital Management LLC | 73,497 | $65.7M | 4.75% | −6,382−8.0% | Reduced |
| Hudson Way Capital Management LLC | 71,489 | $63.9M | 11.99% | +11,772+19.7% | Added |
| Ci Investments Inc. | 68,090 | $60.9M | 0.31% | −3,159−4.4% | Reduced |
| Alliancebernstein L.P. | 67,997 | $60.8M | 0.02% | +3,137+4.8% | Added |
| Bank of Montreal | 67,462 | $60.5M | 0.04% | +15,271+29.3% | Added |
| Credit Suisse AG | 66,021 | $59.0M | 0.06% | +4,361+7.1% | Added |
| Yiheng Capital Management, L.P. | 65,245 | $58.3M | 5.07% | −36,067−35.6% | Reduced |
| Zurich Insurance Group Ltd | 60,652 | $54.2M | 0.56% | +60,652 | New |
| 1832 Asset Management L.P. | 59,547 | $53.2M | 0.10% | 00.0% | Unchanged |
| Capital International Inc | 57,962 | $51.8M | 0.94% | −1,312−2.2% | Reduced |
| HSBC Holdings PLC | 57,895 | $51.8M | 0.06% | −6,818−10.5% | Reduced |
| State Board of Administration of Florida Retirement System | 55,994 | $50.1M | 0.11% | −1,323−2.3% | Reduced |
| Royal Bank of Canada | 52,852 | $47.3M | 0.01% | +7,693+17.0% | Added |
| New York State Common Retirement Fund | 52,574 | $47.0M | 0.06% | −1,363−2.5% | Reduced |
| New York State Teachers Retirement System | 51,959 | $46.5M | 0.10% | −647−1.2% | Reduced |
| Eagle Asset Management Inc | 51,398 | $46.0M | 0.26% | −26,810−34.3% | Reduced |
| TD Asset Management Inc | 50,374 | $45.0M | 0.05% | −104−0.2% | Reduced |