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, Q3 2023
Institutional positions in TransDigm Group INC as of Sep 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
- 770
- +30 vs. Q2 2023
- Shares held
- 53.1M
- −352.4K (−0.7%) vs. Q2 2023
- Total value
- $44.8B
- −$2.93B (−6.1%) vs. Q2 2023
- New holders
- 77
- 271 more added
- Sold out
- 47
- 274 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,569,059 | $5.54B | 1.41% | −10,590−0.2% | Reduced |
| Vanguard Group Inc | 5,903,014 | $4.98B | 0.12% | +104,433+1.8% | Added |
| BlackRock Inc. | 4,638,715 | $3.91B | 0.11% | −12,169−0.3% | Reduced |
| Capital World Investors | 2,973,299 | $2.51B | 0.50% | +766,419+34.7% | Added |
| Principal Financial Group Inc | 2,483,715 | $2.09B | 1.50% | −116,722−4.5% | Reduced |
| State Street Corp | 2,117,895 | $1.79B | 0.10% | +56,050+2.7% | Added |
| Capital Research Global Investors | 1,979,541 | $1.67B | 0.46% | −8,716−0.4% | Reduced |
| FMR LLC | 1,651,413 | $1.39B | 0.12% | +136,834+9.0% | Added |
| Altarock Partners LLC | 1,310,086 | $1.10B | 27.67% | −47,405−3.5% | Reduced |
| Stockbridge Partners LLC | 1,171,919 | $988.1M | 21.97% | −24,022−2.0% | Reduced |
| Geode Capital Management, LLC | 1,171,573 | $985.6M | 0.12% | +72,456+6.6% | Added |
| JPMorgan Chase & Co | 1,107,497 | $933.8M | 0.11% | +349,409+46.1% | Added |
| Matrix Capital Management Company, LP | 1,094,900 | $923.1M | 11.07% | 00.0% | Unchanged |
| Norges Bank | 729,916 | $615.4M | 0.12% | +125,749+20.8% | Added |
| Morgan Stanley | 650,127 | $548.1M | 0.06% | +4,989+0.8% | Added |
| Price T Rowe Associates Inc | 599,719 | $505.6M | 0.07% | −166,797−21.8% | Reduced |
| Invesco Ltd. | 565,215 | $476.5M | 0.13% | +24,576+4.5% | Added |
| Windacre Partnership LLC | 563,300 | $474.9M | 8.64% | +28,000+5.2% | Added |
| Primecap Management Co | 527,044 | $444.4M | 0.38% | +1,000+0.2% | Added |
| Northern Trust Corp | 516,049 | $435.1M | 0.08% | +30,531+6.3% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 436,740 | $368.2M | 3.55% | −146,246−25.1% | Reduced |
| Vulcan Value Partners, LLC | 432,748 | $364.6M | 5.55% | −194,090−31.0% | Reduced |
| Bank of New York Mellon Corp | 344,151 | $290.2M | 0.06% | −780.0% | Reduced |
| Bank of America Corp | 340,058 | $286.7M | 0.04% | −8,366−2.4% | Reduced |
| Westfield Capital Management Co LP | 323,938 | $273.1M | 1.86% | −39,857−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 312,800 | $263.7M | 0.08% | +16,559+5.6% | Added |
| Fred Alger Management, LLC | 299,444 | $252.5M | 1.45% | −115,624−27.9% | Reduced |
| Meritage Group LP | 286,940 | $241.9M | 6.62% | −54,463−16.0% | Reduced |
| American Century Companies Inc | 283,581 | $239.1M | 0.18% | −32,030−10.1% | Reduced |
| Legal & General Group Plc | 282,568 | $238.2M | 0.08% | −13,918−4.7% | Reduced |
| DF Dent & Co Inc | 268,726 | $226.6M | 3.32% | −12,215−4.3% | Reduced |
| Atalan Capital Partners, LP | 252,680 | $213.0M | 19.96% | −32,062−11.3% | Reduced |
| UBS Asset Management Americas Inc | 226,330 | $190.8M | 0.09% | −14,996−6.2% | Reduced |
| Voya Investment Management LLC | 222,942 | $188.0M | 0.21% | −29,523−11.7% | Reduced |
| Ameriprise Financial Inc | 213,547 | $180.0M | 0.06% | −3,908−1.8% | Reduced |
| Advent International Corp | 199,650 | $168.3M | 2.01% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 196,177 | $165.4M | 1.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 182,827 | $154.1M | 0.05% | −2,152−1.2% | Reduced |
| Swiss National Bank | 176,600 | $148.9M | 0.12% | −20,600−10.4% | Reduced |
| Blair William & Co | 172,506 | $145.4M | 0.56% | +1,940+1.1% | Added |
| Bain Capital Public Equity Management II, LLC | 172,330 | $145.3M | 7.79% | +5,331+3.2% | Added |
| Canada Pension Plan Investment Board | 167,858 | $141.5M | 0.21% | +46,003+37.8% | Added |
| Neuberger Berman Group LLC | 163,367 | $137.7M | 0.13% | −75,001−31.5% | Reduced |
| Wells Fargo & Company | 163,187 | $137.6M | 0.04% | −12,994−7.4% | Reduced |
| Heard Capital LLC | 158,214 | $133.4M | 9.99% | +13,267+9.2% | Added |
| Voloridge Investment Management, LLC | 144,375 | $121.7M | 0.60% | +33,190+29.9% | Added |
| Artisan Partners Limited Partnership | 141,899 | $119.6M | 0.20% | −35,223−19.9% | Reduced |
| Goldman Sachs Group Inc | 141,799 | $119.6M | 0.03% | −16,456−10.4% | Reduced |
| Dimensional Fund Advisors LP | 139,146 | $117.3M | 0.04% | −10,032−6.7% | Reduced |
| Skye Global Management LP | 136,500 | $115.1M | 3.34% | −2,000−1.4% | Reduced |
| Putnam Investments LLC | 132,989 | $112.1M | 0.17% | −55,418−29.4% | Reduced |
| APG Asset Management N.V. | 131,533 | $110.9M | 0.23% | −47,066−26.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 130,551 | $110.1M | 0.09% | −2,456−1.8% | Reduced |
| Triple Frond Partners LLC | 129,000 | $108.8M | 13.80% | 00.0% | Unchanged |
| Bamco Inc | 125,000 | $105.4M | 0.31% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 119,904 | $101.1M | 0.24% | −16,078−11.8% | Reduced |
| National Pension Service | 119,764 | $100.9M | 0.16% | +4,013+3.5% | Added |
| Brown Brothers Harriman & Co | 118,007 | $99.5M | 0.88% | −75−0.1% | Reduced |
| EULAV Asset Management | 111,457 | $94.0M | 3.44% | 00.0% | Unchanged |
| Deccan Value Investors L.P. | 111,284 | $93.8M | 100.00% | −166,944−60.0% | Reduced |
| Sands Capital Management, LLC | 108,388 | $91.4M | 0.31% | −44,592−29.1% | Reduced |
| Rhumbline Advisers | 107,593 | $90.7M | 0.11% | +4,088+3.9% | Added |
| Douglass Winthrop Advisors, LLC | 105,242 | $88.7M | 2.20% | −280−0.3% | Reduced |
| Bristol John W & Co Inc | 102,639 | $86.5M | 1.71% | −881−0.9% | Reduced |
| California Public Employees Retirement System | 99,951 | $84.3M | 0.07% | +620+0.6% | Added |
| US Bancorp | 99,780 | $84.1M | 0.14% | −2,331−2.3% | Reduced |
| Deutsche Bank AG | 99,772 | $84.1M | 0.05% | −65,839−39.8% | Reduced |
| Barclays PLC | 99,631 | $84.0M | 0.05% | +1,821+1.9% | Added |
| Mar Vista Investment Partners LLC | 99,257 | $83.7M | 4.01% | −49,084−33.1% | Reduced |
| Renaissance Technologies LLC | 94,800 | $79.9M | 0.14% | −3,000−3.1% | Reduced |
| Slate Path Capital LP | 94,200 | $79.4M | 2.21% | −33,700−26.3% | Reduced |
| Douglas Lane & Associates, LLC | 90,756 | $76.5M | 1.28% | −1,363−1.5% | Reduced |
| California State Teachers Retirement System | 84,553 | $71.3M | 0.11% | −3,310−3.8% | Reduced |
| Lord, Abbett & Co. LLC | 82,221 | $69.3M | 0.26% | −40,029−32.7% | Reduced |
| Massachusetts Financial Services Co | 81,690 | $68.9M | 0.02% | +81,690 | New |
| Franklin Resources Inc | 77,823 | $65.6M | 0.03% | −14,690−15.9% | Reduced |
| State of Michigan Retirement System | 76,092 | $64.2M | 0.41% | +700+0.9% | Added |
| Korea Investment CORP | 73,874 | $62.3M | 0.18% | +141+0.2% | Added |
| Capital Group Private Client Services, Inc. | 73,106 | $61.6M | 0.75% | −1,270−1.7% | Reduced |
| Crow's Nest Holdings LP | 71,335 | $60.1M | 15.30% | −3,665−4.9% | Reduced |
| Zurich Insurance Group Ltd | 70,375 | $59.3M | 0.63% | +9,723+16.0% | Added |
| Raymond James & Associates | 69,617 | $58.7M | 0.05% | −4,260−5.8% | Reduced |
| Alliancebernstein L.P. | 68,302 | $57.6M | 0.02% | +305+0.4% | Added |
| Hudson Way Capital Management LLC | 67,758 | $57.1M | 11.24% | −3,731−5.2% | Reduced |
| Credit Suisse AG | 66,963 | $56.5M | 0.06% | +942+1.4% | Added |
| Ci Investments Inc. | 64,490 | $54.4M | 0.30% | −3,600−5.3% | Reduced |
| Envestnet Asset Management Inc | 62,984 | $53.1M | 0.02% | +22,436+55.3% | Added |
| Spyglass Capital Management LLC | 61,459 | $51.8M | 4.06% | −12,038−16.4% | Reduced |
| Yiheng Capital Management, L.P. | 61,042 | $51.5M | 4.65% | −4,203−6.4% | Reduced |
| Alyeska Investment Group, L.P. | 61,010 | $51.4M | 0.35% | +13,303+27.9% | Added |
| BNP Paribas Arbitrage, SA | 57,262 | $48.3M | 0.11% | +24,879+76.8% | Added |
| Balyasny Asset Management LLC | 56,548 | $47.7M | 0.13% | +50,747+874.8% | Added |
| HSBC Holdings PLC | 55,045 | $46.4M | 0.05% | −2,850−4.9% | Reduced |
| Capital International Inc | 54,932 | $46.3M | 0.89% | −3,030−5.2% | Reduced |
| Samlyn Capital, LLC | 54,693 | $46.1M | 0.82% | −25,431−31.7% | Reduced |
| Royal Bank of Canada | 54,514 | $46.0M | 0.01% | +1,662+3.1% | Added |
| State Board of Administration of Florida Retirement System | 52,204 | $44.0M | 0.10% | −3,790−6.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 51,894 | $43.8M | 0.10% | +16,900+48.3% | Added |
| New York State Teachers Retirement System | 51,669 | $43.6M | 0.11% | −290−0.6% | Reduced |
| Eagle Asset Management Inc | 51,391 | $43.3M | 0.26% | −70.0% | Reduced |