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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 25,560 | $22.9M | 0.04% | −9,380−26.8% | Reduced |
| Storebrand Asset Management AS | 26,168 | $23.4M | 0.11% | +362+1.4% | Added |
| Adams Diversified Equity Fund, Inc. | 26,700 | $23.9M | 0.99% | 00.0% | Unchanged |
| Toronto Dominion Bank | 26,790 | $23.9M | 0.04% | +3,793+16.5% | Added |
| BRX Global LP | 27,149 | $24.3M | 31.50% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27,410 | $24.5M | 0.02% | +136+0.5% | Added |
| Public Employees Retirement System of Ohio | 27,505 | $24.6M | 0.10% | −2,385−8.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 27,971 | $25.0M | 0.12% | +7,930+39.6% | Added |
| Mill Capital Management, LLC | 27,982 | $25.0M | 2.35% | +322+1.2% | Added |
| Chilton Capital Management LLC | 28,020 | $25.1M | 1.38% | −356−1.3% | Reduced |
| DuPont Capital Management Corp | 28,493 | $25.5M | 1.25% | −1,092−3.7% | Reduced |
| State of Wisconsin Investment Board | 30,004 | $26.8M | 0.08% | +1,822+6.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 30,019 | $26.8M | 0.10% | −123−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 30,636 | $27.4M | 0.12% | +1,293+4.4% | Added |
| State of New Jersey Common Pension Fund D | 30,674 | $27.4M | 0.09% | +1,268+4.3% | Added |
| Cookson Peirce & Co Inc | 31,139 | $27.8M | 1.70% | +455+1.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 32,233 | $28.8M | 0.07% | +1,526+5.0% | Added |
| BNP Paribas Arbitrage, SA | 32,383 | $29.0M | 0.06% | +9,232+39.9% | Added |
| Oakcliff Capital Partners, LP | 32,398 | $29.0M | 19.30% | −4,800−12.9% | Reduced |
| Russell Investments Group, Ltd. | 32,655 | $29.2M | 0.06% | −255−0.8% | Reduced |
| Titan Global Capital Management USA LLC | 33,170 | $29.7M | 7.03% | −5,629−14.5% | Reduced |
| SEI Investments Co | 33,290 | $29.8M | 0.05% | +1,033+3.2% | Added |
| Minot Capital, LP | 33,335 | $29.8M | 5.28% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 34,770 | $31.1M | 0.51% | +2,156+6.6% | Added |
| Adage Capital Partners GP, L.L.C. | 34,994 | $31.3M | 0.07% | −8,900−20.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,501 | $31.7M | 0.14% | +5,285+17.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 35,745 | $32.0M | 1.59% | 00.0% | Unchanged |
| AQR Capital Management LLC | 36,836 | $32.9M | 0.07% | −14,414−28.1% | Reduced |
| Goodnow Investment Group, LLC | 38,467 | $34.4M | 4.95% | −870−2.2% | Reduced |
| East Coast Asset Management, LLC. | 39,154 | $35.0M | 15.67% | −9,711−19.9% | Reduced |
| Maplelane Capital, LLC | 39,900 | $35.7M | 3.03% | +39,900 | New |
| Envestnet Asset Management Inc | 40,548 | $36.3M | 0.02% | −1,245−3.0% | Reduced |
| Citigroup Inc | 40,654 | $36.4M | 0.05% | −4,075−9.1% | Reduced |
| Pennant Investors, LP | 42,000 | $37.6M | 13.33% | 00.0% | Unchanged |
| Ampfield Management, L.P. | 43,229 | $38.7M | 27.63% | 00.0% | Unchanged |
| Anabranch Capital Management, LP | 43,256 | $38.7M | 28.42% | 00.0% | Unchanged |
| First Trust Advisors LP | 43,538 | $38.9M | 0.04% | +10,371+31.3% | Added |
| Manufacturers Life Insurance Company, The | 43,969 | $39.3M | 0.02% | +7,483+20.5% | Added |
| Prudential Financial Inc | 45,485 | $40.7M | 0.06% | +349+0.8% | Added |
| Scopus Asset Management, L.P. | 45,706 | $40.9M | 1.43% | +11,514+33.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45,859 | $41.0M | 0.09% | +4,726+11.5% | Added |
| Stifel Financial Corp | 46,113 | $41.2M | 0.06% | +6,498+16.4% | Added |
| Chicago Capital, LLC | 46,852 | $41.9M | 1.89% | +1,901+4.2% | Added |
| Employees Retirement System of Texas | 47,000 | $42.0M | 0.58% | +11,000+30.6% | Added |
| Alyeska Investment Group, L.P. | 47,707 | $42.7M | 0.32% | −6,343−11.7% | Reduced |
| Millennium Management LLC | 48,719 | $43.6M | 0.05% | −127,396−72.3% | Reduced |
| TD Asset Management Inc | 50,374 | $45.0M | 0.05% | −104−0.2% | Reduced |
| Eagle Asset Management Inc | 51,398 | $46.0M | 0.26% | −26,810−34.3% | Reduced |
| New York State Teachers Retirement System | 51,959 | $46.5M | 0.10% | −647−1.2% | Reduced |
| New York State Common Retirement Fund | 52,574 | $47.0M | 0.06% | −1,363−2.5% | Reduced |
| Royal Bank of Canada | 52,852 | $47.3M | 0.01% | +7,693+17.0% | Added |
| State Board of Administration of Florida Retirement System | 55,994 | $50.1M | 0.11% | −1,323−2.3% | Reduced |
| HSBC Holdings PLC | 57,895 | $51.8M | 0.06% | −6,818−10.5% | Reduced |
| Capital International Inc | 57,962 | $51.8M | 0.94% | −1,312−2.2% | Reduced |
| 1832 Asset Management L.P. | 59,547 | $53.2M | 0.10% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 60,652 | $54.2M | 0.56% | +60,652 | New |
| Yiheng Capital Management, L.P. | 65,245 | $58.3M | 5.07% | −36,067−35.6% | Reduced |
| Credit Suisse AG | 66,021 | $59.0M | 0.06% | +4,361+7.1% | Added |
| Bank of Montreal | 67,462 | $60.5M | 0.04% | +15,271+29.3% | Added |
| Alliancebernstein L.P. | 67,997 | $60.8M | 0.02% | +3,137+4.8% | Added |
| Ci Investments Inc. | 68,090 | $60.9M | 0.31% | −3,159−4.4% | Reduced |
| Hudson Way Capital Management LLC | 71,489 | $63.9M | 11.99% | +11,772+19.7% | Added |
| Spyglass Capital Management LLC | 73,497 | $65.7M | 4.75% | −6,382−8.0% | Reduced |
| Korea Investment CORP | 73,733 | $65.9M | 0.19% | +31,556+74.8% | Added |
| Raymond James & Associates | 73,877 | $66.1M | 0.05% | −3,157−4.1% | Reduced |
| Capital Group Private Client Services, Inc. | 74,376 | $66.5M | 0.78% | −1,121−1.5% | Reduced |
| Crow's Nest Holdings LP | 75,000 | $67.1M | 15.90% | −345−0.5% | Reduced |
| UBS Group AG | 75,019 | $67.1M | 0.03% | +37,931+102.3% | Added |
| State of Michigan Retirement System | 75,392 | $67.4M | 0.42% | −5,900−7.3% | Reduced |
| Samlyn Capital, LLC | 80,124 | $71.6M | 1.24% | +247+0.3% | Added |
| California State Teachers Retirement System | 87,863 | $78.6M | 0.11% | +2,332+2.7% | Added |
| Douglas Lane & Associates, LLC | 92,119 | $82.4M | 1.33% | −827−0.9% | Reduced |
| Franklin Resources Inc | 92,513 | $82.7M | 0.04% | −1,227−1.3% | Reduced |
| Renaissance Technologies LLC | 97,800 | $87.5M | 0.13% | +13,500+16.0% | Added |
| Barclays PLC | 97,810 | $87.5M | 0.06% | +36,561+59.7% | Added |
| California Public Employees Retirement System | 99,331 | $88.8M | 0.08% | −4,340−4.2% | Reduced |
| US Bancorp | 102,111 | $91.3M | 0.15% | −3,106−3.0% | Reduced |
| Rhumbline Advisers | 103,505 | $92.6M | 0.10% | −428−0.4% | Reduced |
| Bristol John W & Co Inc | 103,520 | $92.6M | 1.75% | −510−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 105,522 | $94.4M | 2.25% | −1,002−0.9% | Reduced |
| Voloridge Investment Management, LLC | 111,185 | $99.4M | 0.47% | +34,414+44.8% | Added |
| EULAV Asset Management | 111,457 | $99.7M | 3.71% | +3,857+3.6% | Added |
| National Pension Service | 115,751 | $102.6M | 0.17% | +27,325+30.9% | Added |
| Brown Brothers Harriman & Co | 118,082 | $105.6M | 0.85% | −10.0% | Reduced |
| Canada Pension Plan Investment Board | 121,855 | $109.0M | 0.17% | +101,970+512.8% | Added |
| Lord, Abbett & Co. LLC | 122,250 | $109.3M | 0.38% | +54,845+81.4% | Added |
| Bamco Inc | 125,000 | $111.8M | 0.31% | 00.0% | Unchanged |
| Slate Path Capital LP | 127,900 | $114.4M | 4.18% | 00.0% | Unchanged |
| Triple Frond Partners LLC | 129,000 | $115.3M | 14.87% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 133,007 | $118.9M | 0.09% | −11,090−7.7% | Reduced |
| CIBC Private Wealth Group, LLC | 135,982 | $121.6M | 0.27% | −578−0.4% | Reduced |
| Skye Global Management LP | 138,500 | $123.8M | 3.50% | +40,500+41.3% | Added |
| Heard Capital LLC | 144,947 | $129.6M | 9.96% | −19,867−12.1% | Reduced |
| Mar Vista Investment Partners LLC | 148,341 | $132.6M | 5.55% | −6,914−4.5% | Reduced |
| Dimensional Fund Advisors LP | 149,178 | $133.4M | 0.04% | −5,396−3.5% | Reduced |
| Sands Capital Management, LLC | 152,980 | $136.8M | 0.42% | −3,206−2.1% | Reduced |
| Goldman Sachs Group Inc | 158,255 | $141.5M | 0.04% | +14,554+10.1% | Added |
| APG Asset Management N.V. | 178,599 | $146.4M | 0.30% | −2,163−1.2% | Reduced |
| Deutsche Bank AG | 165,611 | $148.1M | 0.08% | −27,842−14.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 166,999 | $149.3M | 8.60% | −31,224−15.8% | Reduced |