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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 110 | $98.4K | 0.00% | +25+29.4% | Added |
| Core Alternative Capital | 110 | $98.4K | 0.01% | −6−5.2% | Reduced |
| Quent Capital, LLC | 113 | $101.5K | 0.02% | +1+0.9% | Added |
| Worth Asset Management, LLC | 115 | $102.8K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 117 | $104.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 119 | $106.4K | 0.01% | +15+14.4% | Added |
| Avalon Trust Co | 123 | $110.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 125 | $111.8K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 128 | $114.0K | 0.09% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 131 | $117.2K | 0.02% | −323−71.1% | Reduced |
| Pinnacle Bancorp, Inc. | 143 | $127.9K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 145 | $129.7K | 0.03% | +145 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 147 | $131.4K | 0.00% | +7+5.0% | Added |
| Deseret Mutual Benefit Administrators | 148 | $132.3K | 0.05% | +7+5.0% | Added |
| Parkside Financial Bank & Trust | 153 | $136.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 154 | $137.3K | 0.00% | +103+202.0% | Added |
| Spire Wealth Management | 166 | $148.1K | 0.01% | +11+7.1% | Added |
| Arlington Partners LLC | 182 | $162.7K | 0.03% | +51+38.9% | Added |
| First Horizon Advisors, Inc. | 195 | $174.4K | 0.01% | −2−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 198 | $176.7K | 0.02% | +50+33.8% | Added |
| Daymark Wealth Partners, LLC | 226 | $202.1K | 0.02% | +226 | New |
| Goldstein Advisors, LLC | 226 | $202.1K | 0.04% | +226 | New |
| Pine Valley Investments Ltd Liability Co | 227 | $203.0K | 0.02% | +227 | New |
| NorthRock Partners, LLC | 229 | $204.4K | 0.02% | +229 | New |
| Johnson Investment Counsel Inc | 230 | $205.7K | 0.00% | +230 | New |
| Carnegie Capital Asset Management, LLC | 239 | $213.7K | 0.01% | +239 | New |
| L.M. Kohn & Company | 240 | $214.6K | 0.08% | +240 | New |
| RMB Capital Management, LLC | 246 | $220.0K | 0.01% | −67−21.4% | Reduced |
| Apollon Wealth Management, LLC | 248 | $221.8K | 0.01% | +248 | New |
| Harvest Fund Management Co., Ltd | 248 | $222.0K | 0.04% | +126+103.3% | Added |
| Pinnacle Associates Ltd | 251 | $224.4K | 0.00% | +251 | New |
| Sage Mountain Advisors LLC | 253 | $226.2K | 0.03% | +253 | New |
| Skandinaviska Enskilda Banken AB (publ) | 254 | $227.0K | 0.00% | −482−65.5% | Reduced |
| Atria Wealth Solutions, Inc. | 255 | $228.0K | 0.00% | +255 | New |
| Cozad Asset Management Inc | 259 | $231.6K | 0.03% | +259 | New |
| Resonant Capital Advisors, LLC | 263 | $235.2K | 0.03% | +263 | New |
| Schechter Investment Advisors, LLC | 263 | $235.2K | 0.02% | +263 | New |
| Quadrant Capital Group LLC | 264 | $236.1K | 0.02% | +5+1.9% | Added |
| United Asset Strategies, Inc. | 264 | $236.3K | 0.03% | +264 | New |
| AMG National Trust Bank | 267 | $239.2K | 0.01% | −31−10.4% | Reduced |
| TFB Advisors LLC | 272 | $243.2K | 0.11% | +272 | New |
| Echo Street Capital Management LLC | 278 | $248.6K | 0.00% | +278 | New |
| Ballentine Partners, LLC | 278 | $248.6K | 0.01% | +278 | New |
| AE Wealth Management LLC | 280 | $250.4K | 0.00% | −38−11.9% | Reduced |
| Parallel Advisors, LLC | 280 | $250.9K | 0.01% | +18+6.9% | Added |
| C M Bidwell & Associates Ltd | 281 | $251.3K | 0.18% | +106+60.6% | Added |
| GTS Securities LLC | 282 | $252.2K | 0.01% | +282 | New |
| Brookfield Asset Management Inc. | 288 | $257.5K | 0.00% | −4,084−93.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 295 | $263.8K | 0.01% | −4−1.3% | Reduced |
| HB Wealth Management, LLC | 298 | $266.5K | 0.00% | +298 | New |
| Westhampton Capital, LLC | 300 | $268.3K | 0.17% | −50−14.3% | Reduced |
| Choate Investment Advisors | 301 | $269.1K | 0.01% | +301 | New |
| Acadian Asset Management LLC | 310 | $277.0K | 0.00% | −967−75.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 313 | $279.9K | 0.05% | 00.0% | Unchanged |
| Tiaa, FSB | 314 | $280.8K | 0.00% | +8+2.6% | Added |
| Forum Financial Management, LP | 318 | $284.3K | 0.01% | +4+1.3% | Added |
| Stratos Wealth Advisors, LLC | 321 | $287.6K | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 319 | $291.3K | 0.18% | +319 | New |
| Shelton Capital Management | 326 | $291.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 326 | $291.5K | 0.01% | +326 | New |
| WMS Partners, LLC | 326 | $291.5K | 0.02% | +10+3.2% | Added |
| Optimum Investment Advisors | 327 | $292.4K | 0.14% | +327 | New |
| Altiora Financial Group, LLC | 333 | $297.8K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 335 | $299.5K | 0.02% | −14−4.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 336 | $300.4K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 337 | $301.3K | 0.17% | +337 | New |
| Sentry Investment Management LLC | 339 | $303.0K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 340 | $303.0K | 0.01% | +338+16,900.0% | Added |
| First Heartland Consultants, Inc. | 339 | $303.9K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 343 | $306.9K | 0.00% | +343 | New |
| Chiron Investment Management, LLC | 344 | $307.6K | 0.09% | −350−50.4% | Reduced |
| Loomis Sayles & Co L P | 344 | $308.0K | 0.00% | +344 | New |
| CoreCap Advisors, LLC | 345 | $308.5K | 0.02% | +345 | New |
| Everhart Financial Group, Inc. | 346 | $309.4K | 0.13% | +38+12.3% | Added |
| Mather Group, LLC. | 356 | $318.3K | 0.01% | +356 | New |
| Boston Private Wealth LLC | 359 | $321.1K | 0.01% | −62−14.7% | Reduced |
| Glenview Trust Co | 367 | $328.2K | 0.01% | +64+21.1% | Added |
| Huntington National Bank | 377 | $337.1K | 0.00% | +65+20.8% | Added |
| Caxton Associates LP | 383 | $342.5K | 0.05% | +383 | New |
| GHP Investment Advisors, Inc. | 400 | $349.3K | 0.02% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 395 | $353.2K | 0.09% | +395 | New |
| Diversified Trust Co | 396 | $354.1K | 0.01% | +109+38.0% | Added |
| Little House Capital LLC | 400 | $357.7K | 0.15% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 400 | $357.7K | 0.00% | +400 | New |
| Resources Investment Advisors, LLC. | 405 | $362.1K | 0.01% | +4+1.0% | Added |
| Brinker Capital Investments, LLC | 407 | $363.5K | 0.00% | +69+20.4% | Added |
| Orion Portfolio Solutions, LLC | 407 | $363.5K | 0.00% | +69+20.4% | Added |
| Crescent Grove Advisors, LLC | 410 | $366.6K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 410 | $366.6K | 0.03% | +1+0.2% | Added |
| Montag A & Associates Inc | 413 | $369.3K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 414 | $370.2K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 421 | $376.4K | 0.02% | −17−3.9% | Reduced |
| Vident Investment Advisory, LLC | 425 | $379.1K | 0.01% | −26−5.8% | Reduced |
| Parsons Capital Management Inc | 427 | $381.8K | 0.03% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 427 | $381.8K | 0.40% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 428 | $383.0K | 0.08% | +428 | New |
| Prelude Capital Management, LLC | 430 | $384.5K | 0.03% | −104−19.5% | Reduced |
| Lazard Asset Management LLC | 449 | $400.0K | 0.00% | −3−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 451 | $401.3K | 0.04% | +20+4.6% | Added |
| Angeles Investment Advisors, LLC | 450 | $402.4K | 0.03% | +450 | New |