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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
Blair William & Co170,566$152.5M0.56%−448−0.3%Reduced
Wells Fargo & Company176,181$157.5M0.05%+6,219+3.7%Added
Artisan Partners Limited Partnership177,122$158.4M0.25%+3,923+2.3%Added
Nuveen Asset Management, LLC184,979$165.4M0.06%−1,374−0.7%Reduced
Putnam Investments LLC188,407$168.5M0.25%−213−0.1%Reduced
Alkeon Capital Management LLC196,177$175.4M1.05%−26,647−12.0%Reduced
Swiss National Bank197,200$176.3M0.12%−7,700−3.8%Reduced
UBS Asset Management Americas Inc241,326$177.9M0.09%00.0%Unchanged
Advent International Corp199,650$178.5M2.07%00.0%Unchanged
Ameriprise Financial Inc217,455$194.4M0.06%+27,449+14.4%Added
Neuberger Berman Group LLC238,368$213.1M0.19%−1,656−0.7%Reduced
Voya Investment Management LLC252,465$225.7M0.23%−66,972−21.0%Reduced
Deccan Value Investors L.P.278,228$248.8M22.77%−14,600−5.0%Reduced
DF Dent & Co Inc280,941$251.2M3.40%−46,927−14.3%Reduced
Atalan Capital Partners, LP284,742$254.6M20.00%−18,175−6.0%Reduced
Charles Schwab Investment Management Inc296,241$264.9M0.08%+1,926+0.7%Added
Legal & General Group Plc296,486$265.1M0.09%+3,078+1.0%Added
Abrams Capital Management, L.P.SuperinvestorAbrams Capital312,747$279.6M8.04%−53,440−14.6%Reduced
American Century Companies Inc315,611$282.2M0.21%−53,046−14.4%Reduced
Meritage Group LP341,403$305.3M8.50%−4,443−1.3%Reduced
Bank of New York Mellon Corp344,229$307.8M0.06%−2,577−0.7%Reduced
Bank of America Corp348,424$311.6M0.04%−70,907−16.9%Reduced
Westfield Capital Management Co LP363,795$325.3M2.07%−7,354−2.0%Reduced
Fred Alger Management, LLC415,068$371.1M1.90%−58,515−12.4%Reduced
Northern Trust Corp485,518$434.1M0.08%−15,377−3.1%Reduced
Primecap Management Co526,044$470.4M0.39%−29,350−5.3%Reduced
Windacre Partnership LLC535,300$478.6M9.23%+535,300New
Invesco Ltd.540,639$483.4M0.13%+57,221+11.8%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital582,986$521.3M4.78%−115,862−16.6%Reduced
Norges Bank604,167$540.2M0.11%+192,855+46.9%Added
Vulcan Value Partners, LLC626,838$560.5M7.04%−64,327−9.3%Reduced
Morgan Stanley645,138$576.9M0.06%+5,753+0.9%Added
JPMorgan Chase & Co758,088$677.9M0.08%+644,578+567.9%Added
Price T Rowe Associates Inc766,516$685.4M0.10%−52,241−6.4%Reduced
Matrix Capital Management Company, LP1,094,900$979.0M11.38%00.0%Unchanged
Geode Capital Management, LLC1,099,117$980.1M0.12%+35,578+3.3%Added
Stockbridge Partners LLC1,195,941$1.07B21.82%00.0%Unchanged
Altarock Partners LLC1,357,491$1.21B29.15%−25,633−1.9%Reduced
FMR LLC1,514,579$1.35B0.11%+173,904+13.0%Added
Capital Research Global Investors1,988,257$1.78B0.48%+8,413+0.4%Added
State Street Corp2,061,845$1.84B0.10%+39,677+2.0%Added
Capital World Investors2,206,880$1.97B0.38%+335,334+17.9%Added
Principal Financial Group Inc2,600,437$2.33B1.59%−227,573−8.0%Reduced
BlackRock Inc.4,650,884$4.16B0.12%−82,015−1.7%Reduced
Vanguard Group Inc5,798,581$5.18B0.12%+51,488+0.9%Added
Capital International Investors6,579,649$5.88B1.42%+14,190+0.2%Added
XN LP0$00.00%−117,748−100.0%Sold out
Holocene Advisors, LP0$00.00%−39,258−100.0%Sold out
Wildcat Capital Management, LLC0$00.00%−30,353−100.0%Sold out
Quest Investment Management LLC0$00.00%−18,400−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−18,400−100.0%Sold out
Greenland Capital Management LP0$00.00%−10,136−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−8,859−100.0%Sold out
Pinnbrook Capital Management LP0$00.00%−6,049−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−5,600−100.0%Sold out
Point72 Middle East FZE0$00.00%−5,238−100.0%Sold out
Ilmarinen Mutual Pension Insurance Co0$00.00%−5,000−100.0%Sold out
FORA Capital, LLC0$00.00%−4,935−100.0%Sold out
Noble Path Asset Management LP0$00.00%−4,862−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−4,400−100.0%Sold out
Trustees of Columbia University in the City of New York0$00.00%−3,103−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−2,456−100.0%Sold out
First Hawaiian Bank0$00.00%−2,182−100.0%Sold out
Quadrature Capital Ltd0$00.00%−2,087−100.0%Sold out
Sustainable Insight Capital Management, LLC0$00.00%−2,082−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,937−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,908−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−1,804−100.0%Sold out
Centiva Capital, LP0$00.00%−1,676−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,635−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−1,541−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−1,399−100.0%Sold out
Virtu Financial LLC0$00.00%−1,373−100.0%Sold out
Brown University0$00.00%−1,339−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,072−100.0%Sold out
Legato Capital Management LLC0$00.00%−926−100.0%Sold out
Financial Consulate, Inc0$00.00%−901−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−836−100.0%Sold out
Teza Capital Management LLC0$00.00%−784−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−769−100.0%Sold out
Acrisure Capital Management, LLC0$00.00%−748−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−746−100.0%Sold out
Headlands Technologies LLC0$00.00%−739−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−632−100.0%Sold out
XTX Topco Ltd0$00.00%−609−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−505−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−495−100.0%Sold out
Engineers Gate Manager LP0$00.00%−414−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−412−100.0%Sold out
LMR Partners LLP0$00.00%−401−100.0%Sold out
Diametric Capital, LP0$00.00%−342−100.0%Sold out
Trust Investment Advisors0$00.00%−288−100.0%Sold out
Ellevest, Inc.0$00.00%−163−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−139−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−139−100.0%Sold out
ING Groep NV0$00.00%−114−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−90−100.0%Sold out
Edge Capital Group, LLC0$00.00%−49−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−37−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−13−100.0%Sold out