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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 281 | $251.3K | 0.18% | +106+60.6% | Added |
| Parallel Advisors, LLC | 280 | $250.9K | 0.01% | +18+6.9% | Added |
| AE Wealth Management LLC | 280 | $250.4K | 0.00% | −38−11.9% | Reduced |
| Echo Street Capital Management LLC | 278 | $248.6K | 0.00% | +278 | New |
| Ballentine Partners, LLC | 278 | $248.6K | 0.01% | +278 | New |
| TFB Advisors LLC | 272 | $243.2K | 0.11% | +272 | New |
| AMG National Trust Bank | 267 | $239.2K | 0.01% | −31−10.4% | Reduced |
| United Asset Strategies, Inc. | 264 | $236.3K | 0.03% | +264 | New |
| Quadrant Capital Group LLC | 264 | $236.1K | 0.02% | +5+1.9% | Added |
| Resonant Capital Advisors, LLC | 263 | $235.2K | 0.03% | +263 | New |
| Schechter Investment Advisors, LLC | 263 | $235.2K | 0.02% | +263 | New |
| Cozad Asset Management Inc | 259 | $231.6K | 0.03% | +259 | New |
| Atria Wealth Solutions, Inc. | 255 | $228.0K | 0.00% | +255 | New |
| Skandinaviska Enskilda Banken AB (publ) | 254 | $227.0K | 0.00% | −482−65.5% | Reduced |
| Sage Mountain Advisors LLC | 253 | $226.2K | 0.03% | +253 | New |
| Pinnacle Associates Ltd | 251 | $224.4K | 0.00% | +251 | New |
| Harvest Fund Management Co., Ltd | 248 | $222.0K | 0.04% | +126+103.3% | Added |
| Apollon Wealth Management, LLC | 248 | $221.8K | 0.01% | +248 | New |
| RMB Capital Management, LLC | 246 | $220.0K | 0.01% | −67−21.4% | Reduced |
| L.M. Kohn & Company | 240 | $214.6K | 0.08% | +240 | New |
| Carnegie Capital Asset Management, LLC | 239 | $213.7K | 0.01% | +239 | New |
| Johnson Investment Counsel Inc | 230 | $205.7K | 0.00% | +230 | New |
| NorthRock Partners, LLC | 229 | $204.4K | 0.02% | +229 | New |
| Pine Valley Investments Ltd Liability Co | 227 | $203.0K | 0.02% | +227 | New |
| Daymark Wealth Partners, LLC | 226 | $202.1K | 0.02% | +226 | New |
| Goldstein Advisors, LLC | 226 | $202.1K | 0.04% | +226 | New |
| EverSource Wealth Advisors, LLC | 198 | $176.7K | 0.02% | +50+33.8% | Added |
| First Horizon Advisors, Inc. | 195 | $174.4K | 0.01% | −2−1.0% | Reduced |
| Arlington Partners LLC | 182 | $162.7K | 0.03% | +51+38.9% | Added |
| Spire Wealth Management | 166 | $148.1K | 0.01% | +11+7.1% | Added |
| GWM Advisors LLC | 154 | $137.3K | 0.00% | +103+202.0% | Added |
| Parkside Financial Bank & Trust | 153 | $136.8K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 148 | $132.3K | 0.05% | +7+5.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 147 | $131.4K | 0.00% | +7+5.0% | Added |
| AXS Investments LLC | 145 | $129.7K | 0.03% | +145 | New |
| Pinnacle Bancorp, Inc. | 143 | $127.9K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 131 | $117.2K | 0.02% | −323−71.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 128 | $114.0K | 0.09% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 125 | $111.8K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 123 | $110.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 119 | $106.4K | 0.01% | +15+14.4% | Added |
| HHM Wealth Advisors, LLC | 117 | $104.3K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 115 | $102.8K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 113 | $101.5K | 0.02% | +1+0.9% | Added |
| Core Alternative Capital | 110 | $98.4K | 0.01% | −6−5.2% | Reduced |
| Allianz Asset Management GmbH | 110 | $98.4K | 0.00% | +25+29.4% | Added |
| Leonteq Securities AG | 104 | $93.0K | 0.01% | −4−3.7% | Reduced |
| Colonial Trust Advisors | 103 | $92.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 265 | $89.7K | 0.00% | +23+9.5% | Added |
| Alta Advisers Ltd | 100 | $89.4K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $89.4K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $83.2K | 0.00% | +35+60.3% | Added |
| Silicon Valley Capital Partners | 91 | $81.4K | 0.02% | +91 | New |
| TFC Financial Management | 84 | $75.1K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $67.5K | 0.04% | +75 | New |
| Column Capital Advisors, LLC | 72 | $64.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 71 | $63.5K | 0.01% | +1+1.4% | Added |
| Glassman Wealth Services | 70 | $62.6K | 0.01% | +1+1.4% | Added |
| Clear Street Markets LLC | 68 | $61.0K | 0.03% | −34−33.3% | Reduced |
| Global Retirement Partners, LLC | 67 | $59.9K | 0.00% | −16−19.3% | Reduced |
| TD Private Client Wealth LLC | 65 | $58.1K | 0.00% | −5−7.1% | Reduced |
| Washington Trust Co | 64 | $57.2K | 0.00% | +39+156.0% | Added |
| Castleview Partners, LLC | 64 | $57.2K | 0.05% | +45+236.8% | Added |
| KB Financial Partners, LLC | 60 | $54.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 56 | $49.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 54 | $48.3K | 0.01% | +28+107.7% | Added |
| Farther Finance Advisors, LLC | 53 | $47.5K | 0.01% | +4+8.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $47.4K | 0.00% | +1+1.9% | Added |
| Harbour Investments, Inc. | 53 | $47.4K | 0.00% | +26+96.3% | Added |
| Riverview Trust Co | 51 | $45.6K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 49 | $43.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $43.8K | 0.00% | +1+2.1% | Added |
| Valley National Advisers Inc | 46 | $42.0K | 0.01% | +46 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 39 | $34.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 36 | $32.2K | 0.01% | −2−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 34 | $30.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 33 | $29.5K | 0.00% | −3−8.3% | Reduced |
| West Tower Group, LLC | 32 | $28.6K | 0.02% | +32 | New |
| Central Trust Co | 31 | $27.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 31 | $27.7K | 0.00% | −7−18.4% | Reduced |
| Umb Bank N A | 29 | $25.9K | 0.00% | −8−21.6% | Reduced |
| Covestor Ltd | 24 | $22.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $20.6K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 20 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $17.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $17.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $16.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $16.1K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 18 | $16.1K | 0.00% | +18 | New |
| Archer Investment Corp | 18 | $16.1K | 0.01% | +18 | New |
| Baker Avenue Asset Management, LP | 17 | $15.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $15.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20 | $15.0K | 0.00% | −6−23.1% | Reduced |
| DT Investment Partners, LLC | 16 | $14.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $14.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $13.4K | 0.00% | +1+7.1% | Added |
| Red Tortoise LLC | 14 | $12.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $12.0K | 0.00% | +2+18.2% | Added |
| Bell Investment Advisors, Inc | 13 | $11.6K | 0.00% | −1−7.1% | Reduced |