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Livermore
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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.

Institutional holdersQ2 2023: 746 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ2 2023: $47.7B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$31.1B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2023.

Institutions holding TDG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Center for Financial Services0$160.00%0Unchanged
Sofos Investments, Inc.894$5060.00%+894New
North Star Investment Management Corp.1$8940.00%00.0%Unchanged
Highline Wealth Partners LLC1$8940.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$8950.00%00.0%Unchanged
True Wealth Design, LLC1$8950.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC1$1.00K0.00%00.0%Unchanged
Safeguard Financial, LLC1$1.00K0.00%+1New
Exchange Traded Concepts, LLC2$1.79K0.00%−1−33.3%Reduced
American National Bank2$1.79K0.00%00.0%Unchanged
Financial Perspectives, Inc2$1.79K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2$1.79K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$1.79K0.00%00.0%Unchanged
Global Financial Private Client, LLC2$1.79K0.00%00.0%Unchanged
Atlas Capital Advisors LLC3$2.68K0.00%00.0%Unchanged
Creative Financial Designs Inc3$2.68K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC3$2.68K0.00%00.0%Unchanged
Hollencrest Capital Management4$3.58K0.00%00.0%Unchanged
Tortoise Investment Management, LLC4$3.58K0.00%00.0%Unchanged
WealthPLAN Partners, LLC4$3.58K0.00%00.0%Unchanged
Aspire Private Capital, LLC4$3.58K0.00%00.0%Unchanged
Your Advocates Ltd., LLP4$3.58K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$3.58K0.00%00.0%Unchanged
Disciplined Investments, LLC4$3.58K0.00%00.0%Unchanged
Eagle Bay Advisors LLC4$3.58K0.00%00.0%Unchanged
Gradient Investments LLC4$3.58K0.00%+4New
Capital Advisors, Ltd. LLC5$4.00K0.00%+1+25.0%Added
Avion Wealth6$4.00K0.00%+6New
TSFG, LLC4$4.00K0.00%+4New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$4.47K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$5.37K0.00%−1−14.3%Reduced
Lee Financial Co6$5.37K0.00%00.0%Unchanged
Tradition Wealth Management, LLC7$6.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC7$6.26K0.00%−1−12.5%Reduced
Cedar Wealth Management, LLC7$6.26K0.00%00.0%Unchanged
Versant Capital Management, Inc7$6.26K0.00%+1+16.7%Added
Abound Wealth Management7$6.31K0.00%+1+16.7%Added
Rocky Mountain Advisers, LLC9$6.63K0.00%00.0%Unchanged
Bogart Wealth, LLC8$7.15K0.00%00.0%Unchanged
Piscataqua Savings Bank9$8.05K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.10$8.94K0.00%00.0%Unchanged
HWG Holdings LP10$8.94K0.00%+10New
Global Wealth Strategies & Associates11$9.84K0.00%00.0%Unchanged
Steward Financial Group LLC12$10.0K0.00%+12New
Psagot Value Holdings Ltd. / (Israel)11$10.0K0.01%+11New
Bokf, NA12$10.7K0.00%−5−29.4%Reduced
Bell Investment Advisors, Inc13$11.6K0.00%−1−7.1%Reduced
Financial Management Professionals, Inc.13$12.0K0.00%+2+18.2%Added
Red Tortoise LLC14$12.5K0.01%00.0%Unchanged
MV Capital Management, Inc.15$13.4K0.00%+1+7.1%Added
Tucker Asset Management LLC16$14.3K0.00%00.0%Unchanged
DT Investment Partners, LLC16$14.4K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.20$15.0K0.00%−6−23.1%Reduced
Baker Avenue Asset Management, LP17$15.2K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$15.2K0.01%00.0%Unchanged
CVA Family Office, LLC17$15.2K0.00%00.0%Unchanged
Global Trust Asset Management, LLC18$16.1K0.01%00.0%Unchanged
Providence Capital Advisors, LLC18$16.1K0.00%+18New
Archer Investment Corp18$16.1K0.01%+18New
JFS Wealth Advisors, LLC18$16.1K0.00%00.0%Unchanged
Zions Bancorporation, N.A.20$17.9K0.00%00.0%Unchanged
Atticus Wealth Management, LLC20$17.9K0.01%00.0%Unchanged
Sit Investment Associates Inc20$18.0K0.00%00.0%Unchanged
Earnest Partners LLC23$20.6K0.00%00.0%Unchanged
Covestor Ltd24$22.0K0.02%00.0%Unchanged
Umb Bank N A29$25.9K0.00%−8−21.6%Reduced
Cullen/Frost Bankers, Inc.31$27.7K0.00%−7−18.4%Reduced
Central Trust Co31$27.7K0.00%00.0%Unchanged
West Tower Group, LLC32$28.6K0.02%+32New
Proequities, Inc.33$29.5K0.00%−3−8.3%Reduced
Farmers & Merchants Investments Inc34$30.4K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group36$32.2K0.01%−2−5.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt39$34.8K0.00%00.0%Unchanged
Valley National Advisers Inc46$42.0K0.01%+46New
Lindbrook Capital, LLC49$43.8K0.00%+1+2.1%Added
BDO Wealth Advisors, LLC49$43.8K0.01%00.0%Unchanged
Riverview Trust Co51$45.6K0.04%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC53$47.4K0.00%+1+1.9%Added
Harbour Investments, Inc.53$47.4K0.00%+26+96.3%Added
Farther Finance Advisors, LLC53$47.5K0.01%+4+8.2%Added
Park Place Capital Corp54$48.3K0.01%+28+107.7%Added
Smithfield Trust Co56$49.0K0.00%00.0%Unchanged
KB Financial Partners, LLC60$54.0K0.01%00.0%Unchanged
Washington Trust Co64$57.2K0.00%+39+156.0%Added
Castleview Partners, LLC64$57.2K0.05%+45+236.8%Added
TD Private Client Wealth LLC65$58.1K0.00%−5−7.1%Reduced
Global Retirement Partners, LLC67$59.9K0.00%−16−19.3%Reduced
Clear Street Markets LLC68$61.0K0.03%−34−33.3%Reduced
Glassman Wealth Services70$62.6K0.01%+1+1.4%Added
Venturi Wealth Management, LLC71$63.5K0.01%+1+1.4%Added
Column Capital Advisors, LLC72$64.4K0.01%00.0%Unchanged
Union Savings Bank75$67.5K0.04%+75New
TFC Financial Management84$75.1K0.02%00.0%Unchanged
Silicon Valley Capital Partners91$81.4K0.02%+91New
Massmutual Trust Co FSB93$83.2K0.00%+35+60.3%Added
Alta Advisers Ltd100$89.4K0.05%00.0%Unchanged
Trivant Custom Portfolio Group, LLC100$89.4K0.06%00.0%Unchanged
IFP Advisors, Inc265$89.7K0.00%+23+9.5%Added
Colonial Trust Advisors103$92.1K0.01%00.0%Unchanged
Leonteq Securities AG104$93.0K0.01%−4−3.7%Reduced