TransDigm Group INC

TDG

Exchange: NYSE
Industry: Aircraft Parts & Auxiliary Equipment, NEC
SEC CIK: 0001260221

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 770 institutions

Value heldQ3 2023: $44.8B

Institutions holding TDG and their total value by quarter
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.

Institutions holding TDG in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Pacific Center for Financial Services	0	$15	0.00%	0	Unchanged
North Star Investment Management Corp.	1	$843	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	1	$843	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	1	$843	0.00%	+1	New
True Wealth Design, LLC	1	$844	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	1	$904	0.00%	00.0%	Unchanged
Thompson Siegel & Walmsley LLC	1	$1.00K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	1	$1.00K	0.00%	+1	New
Capital Analysts, LLC	1	$1.00K	0.00%	+1	New
Raleigh Capital Management Inc.	1	$1.24K	0.00%	+1	New
Sofos Investments, Inc.	0	$1.33K	0.00%	−894−100.0%	Reduced
Global Financial Private Client, LLC	2	$1.65K	0.00%	00.0%	Unchanged
American National Bank	2	$1.69K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	2	$1.69K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	2	$1.69K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	2	$1.69K	0.00%	00.0%	Unchanged
Gradient Investments LLC	3	$2.53K	0.00%	−1−25.0%	Reduced
Creative Financial Designs Inc	3	$2.53K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	3	$2.53K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	3	$2.53K	0.00%	00.0%	Unchanged
TSFG, LLC	4	$3.00K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	4	$3.31K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	4	$3.37K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	4	$3.37K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	4	$3.37K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	4	$3.37K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	4	$3.37K	0.00%	+2+100.0%	Added
Capital Advisors, Ltd. LLC	5	$4.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	5	$4.21K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	5	$4.22K	0.01%	+5	New
SJS Investment Consulting Inc.	5	$4.22K	0.00%	−1−16.7%	Reduced
Avion Wealth	7	$5.00K	0.00%	+1+16.7%	Added
Lee Financial Co	6	$5.06K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	7	$5.90K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	7	$5.90K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	7	$5.90K	0.00%	00.0%	Unchanged
Cary Street Partner Investment Advisory LLC	7	$5.90K	0.00%	+7	New
Semmax Financial Advisors Inc.	6	$5.96K	0.00%	+6	New
Tradition Wealth Management, LLC	7	$6.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	8	$6.75K	0.00%	00.0%	Unchanged
Abound Wealth Management	8	$6.79K	0.00%	+1+14.3%	Added
Steward Financial Group LLC	9	$7.00K	0.00%	−3−25.0%	Reduced
Piscataqua Savings Bank	9	$7.59K	0.01%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	9	$7.59K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	9	$7.59K	0.01%	+9	New
HWG Holdings LP	10	$8.43K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	11	$9.27K	0.00%	00.0%	Unchanged
Central Trust Co	11	$9.28K	0.00%	−20−64.5%	Reduced
Bell Investment Advisors, Inc	13	$11.0K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	13	$11.0K	0.01%	+3+30.0%	Added
Financial Management Professionals, Inc.	13	$11.0K	0.00%	00.0%	Unchanged
Psagot Value Holdings Ltd. / (Israel)	13	$11.0K	0.01%	+2+18.2%	Added
Healthcare of Ontario Pension Plan Trust Fund	14	$11.8K	0.00%	−999−98.6%	Reduced
Red Tortoise LLC	14	$11.8K	0.01%	00.0%	Unchanged
Tucker Asset Management LLC	16	$13.5K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	16	$13.5K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	17	$14.3K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	18	$15.2K	0.01%	00.0%	Unchanged
Providence Capital Advisors, LLC	18	$15.2K	0.00%	00.0%	Unchanged
Archer Investment Corp	18	$15.2K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	18	$15.2K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	19	$16.0K	0.01%	−45−70.3%	Reduced
Baker Avenue Asset Management, LP	19	$16.0K	0.00%	+2+11.8%	Added
MV Capital Management, Inc.	19	$16.0K	0.00%	+4+26.7%	Added
Atticus Wealth Management, LLC	20	$16.9K	0.01%	00.0%	Unchanged
Zions Bancorporation, N.A.	20	$16.9K	0.00%	00.0%	Unchanged
LMR Partners LLP	20	$16.9K	0.00%	+20	New
Sit Investment Associates Inc	20	$17.0K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	22	$18.5K	0.01%	+22	New
Earnest Partners LLC	23	$19.4K	0.00%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	23	$19.4K	0.01%	+23	New
Covestor Ltd	24	$20.0K	0.02%	00.0%	Unchanged
Ronald Blue Trust, Inc.	23	$21.0K	0.00%	+3+15.0%	Added
Oliver Lagore Vanvalin Investment Group	25	$21.1K	0.01%	−11−30.6%	Reduced
Umb Bank N A	29	$24.5K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	31	$26.1K	0.00%	−22−41.5%	Reduced
Cullen/Frost Bankers, Inc.	31	$26.1K	0.00%	00.0%	Unchanged
Farmers & Merchants Investments Inc	34	$28.7K	0.00%	00.0%	Unchanged
Park Place Capital Corp	35	$29.5K	0.01%	−19−35.2%	Reduced
Acadian Asset Management LLC	39	$32.0K	0.00%	−271−87.4%	Reduced
Livforsakringsbolaget Skandia, Omsesidigt	39	$32.9K	0.00%	00.0%	Unchanged
Optiver Holding B.V.	42	$35.4K	0.00%	+42	New
Arlington Partners LLC	45	$37.9K	0.02%	−137−75.3%	Reduced
Arlington Trust Co LLC	45	$37.9K	0.02%	+45	New
Impact Partnership Wealth, LLC	49	$41.3K	0.01%	+49	New
Riverview Trust Co	51	$43.0K	0.04%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	53	$44.7K	0.00%	00.0%	Unchanged
Smithfield Trust Co	56	$47.0K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	58	$49.0K	0.01%	+12+26.1%	Added
KB Financial Partners, LLC	60	$51.0K	0.01%	00.0%	Unchanged
Washington Trust Co	64	$54.0K	0.00%	00.0%	Unchanged
SkyView Investment Advisors, LLC	70	$59.0K	0.02%	−771−91.7%	Reduced
FWL Investment Management, LLC	70	$59.0K	0.04%	+70	New
Glassman Wealth Services	71	$59.9K	0.01%	+1+1.4%	Added
Column Capital Advisors, LLC	72	$60.7K	0.01%	00.0%	Unchanged
Farther Finance Advisors, LLC	74	$62.5K	0.01%	+21+39.6%	Added
Union Savings Bank	75	$63.2K	0.04%	00.0%	Unchanged
Venturi Wealth Management, LLC	76	$64.1K	0.01%	+5+7.0%	Added
Global Retirement Partners, LLC	78	$64.1K	0.00%	+11+16.4%	Added
NBC Securities, Inc.	81	$68.0K	0.01%	+81	New