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 |
|---|---|---|---|---|---|
| TFC Financial Management | 84 | $70.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $70.8K | 0.01% | +35+71.4% | Added |
| West Tower Group, LLC | 86 | $72.5K | 0.04% | +54+168.8% | Added |
| Headlands Technologies LLC | 86 | $72.5K | 0.04% | +86 | New |
| Massmutual Trust Co FSB | 89 | $75.0K | 0.00% | −4−4.3% | Reduced |
| Silicon Valley Capital Partners | 91 | $76.7K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 92 | $77.6K | 0.00% | +92 | New |
| TD Private Client Wealth LLC | 93 | $78.4K | 0.00% | +28+43.1% | Added |
| Alta Advisers Ltd | 100 | $84.3K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $84.3K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 103 | $86.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 107 | $90.2K | 0.01% | +74+224.2% | Added |
| Leonteq Securities AG | 111 | $93.6K | 0.01% | +7+6.7% | Added |
| Quent Capital, LLC | 113 | $95.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 117 | $98.3K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 123 | $103.7K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 125 | $105.4K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 128 | $108.0K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 131 | $110.5K | 0.05% | −17−11.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 140 | $118.0K | 0.00% | +140 | New |
| Pinnacle Bancorp, Inc. | 143 | $120.6K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 145 | $122.3K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 155 | $130.7K | 0.02% | +45+40.9% | Added |
| Parkside Financial Bank & Trust | 158 | $133.2K | 0.03% | +5+3.3% | Added |
| GWM Advisors LLC | 160 | $134.5K | 0.00% | +6+3.9% | Added |
| Private Trust Co NA | 163 | $137.4K | 0.02% | +44+37.0% | Added |
| EverSource Wealth Advisors, LLC | 175 | $147.2K | 0.02% | −23−11.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 170 | $147.9K | 0.00% | +23+15.6% | Added |
| First Horizon Advisors, Inc. | 179 | $150.9K | 0.01% | −16−8.2% | Reduced |
| Spire Wealth Management | 201 | $169.5K | 0.01% | +35+21.1% | Added |
| V-Square Quantitative Management LLC | 238 | $200.7K | 0.09% | +238 | New |
| Carnegie Capital Asset Management, LLC | 239 | $201.5K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 240 | $202.4K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 243 | $204.7K | 0.02% | +14+6.1% | Added |
| Nebula Research & Development LLC | 246 | $207.4K | 0.11% | +246 | New |
| Harvest Fund Management Co., Ltd | 248 | $209.0K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 249 | $209.9K | 0.03% | −10−3.9% | Reduced |
| BBR Partners, LLC | 253 | $213.3K | 0.02% | +253 | New |
| Sage Mountain Advisors LLC | 257 | $216.7K | 0.03% | +4+1.6% | Added |
| IFP Advisors, Inc | 263 | $221.7K | 0.01% | −2−0.8% | Reduced |
| United Asset Strategies, Inc. | 264 | $222.8K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 266 | $223.9K | 0.01% | −1−0.4% | Reduced |
| Ballentine Partners, LLC | 269 | $226.8K | 0.01% | −9−3.2% | Reduced |
| Resonant Capital Advisors, LLC | 282 | $237.8K | 0.03% | +19+7.2% | Added |
| Snowden Capital Advisors LLC | 283 | $238.6K | 0.01% | −43−13.2% | Reduced |
| LWM Advisory Services, LLC | 287 | $242.0K | 0.26% | −140−32.8% | Reduced |
| Syon Capital LLC | 287 | $242.0K | 0.03% | +287 | New |
| Nicholas Hoffman & Company, LLC. | 291 | $245.4K | 0.02% | −4−1.4% | Reduced |
| Parallel Advisors, LLC | 291 | $245.8K | 0.01% | +11+3.9% | Added |
| Quadrant Capital Group LLC | 292 | $246.2K | 0.02% | +28+10.6% | Added |
| Allianz Asset Management GmbH | 293 | $247.0K | 0.00% | +183+166.4% | Added |
| Pinkerton Retirement Specialists, LLC | 298 | $251.3K | 0.05% | +298 | New |
| Westhampton Capital, LLC | 300 | $252.9K | 0.16% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 307 | $258.8K | 0.00% | +29+10.4% | Added |
| Worldquant Millennium Advisors LLC | 307 | $258.8K | 0.00% | +307 | New |
| Penserra Capital Management LLC | 309 | $259.0K | 0.01% | −31−9.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 309 | $260.5K | 0.04% | −4−1.3% | Reduced |
| Tiaa Trust, National Association | 312 | $263.1K | 0.00% | +312 | New |
| D. E. Shaw & Co., Inc. | 314 | $264.7K | 0.00% | −100−24.2% | Reduced |
| David R. Rahn & Associates Inc. | 314 | $264.7K | 0.14% | +314 | New |
| AE Wealth Management LLC | 315 | $265.6K | 0.00% | +35+12.5% | Added |
| GHP Investment Advisors, Inc. | 314 | $269.1K | 0.02% | −86−21.5% | Reduced |
| Fortress Wealth Group, LLC | 333 | $270.2K | 0.18% | +14+4.4% | Added |
| Sentry Investment Management LLC | 321 | $271.0K | 0.13% | −18−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 324 | $273.2K | 0.00% | +69+27.1% | Added |
| Salem Investment Counselors Inc | 325 | $274.0K | 0.01% | +325 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 326 | $274.9K | 0.01% | −228−41.2% | Reduced |
| Shelton Capital Management | 326 | $274.9K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 326 | $274.9K | 0.01% | +8+2.5% | Added |
| Optimum Investment Advisors | 327 | $275.7K | 0.14% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 330 | $278.2K | 0.01% | −6−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 330 | $278.2K | 0.03% | +67+25.5% | Added |
| Boston Private Wealth LLC | 332 | $280.0K | 0.01% | −27−7.5% | Reduced |
| Altiora Financial Group, LLC | 333 | $280.8K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 336 | $283.3K | 0.01% | +1+0.3% | Added |
| First Heartland Consultants, Inc. | 340 | $287.0K | 0.04% | +1+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 342 | $288.4K | 0.03% | +115+50.7% | Added |
| Glenview Trust Co | 344 | $290.0K | 0.01% | −23−6.3% | Reduced |
| CoreCap Advisors, LLC | 345 | $290.9K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 348 | $293.0K | 0.02% | −283−44.8% | Reduced |
| Stratos Wealth Advisors, LLC | 350 | $295.6K | 0.02% | +29+9.0% | Added |
| Apollon Wealth Management, LLC | 364 | $306.9K | 0.02% | +116+46.8% | Added |
| Choate Investment Advisors | 368 | $310.3K | 0.01% | +67+22.3% | Added |
| Pinnacle Associates Ltd | 376 | $316.9K | 0.01% | +125+49.8% | Added |
| Huntington National Bank | 380 | $320.4K | 0.00% | +3+0.8% | Added |
| Everhart Financial Group, Inc. | 380 | $320.4K | 0.14% | +34+9.8% | Added |
| Parsons Capital Management Inc | 395 | $333.0K | 0.03% | −32−7.5% | Reduced |
| Perennial Advisors, LLC | 395 | $333.0K | 0.09% | 00.0% | Unchanged |
| Diversified Trust Co | 397 | $334.7K | 0.01% | +1+0.3% | Added |
| Little House Capital LLC | 400 | $337.3K | 0.14% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 400 | $337.3K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 400 | $337.3K | 0.10% | +400 | New |
| Ostrum Asset Management | 408 | $344.0K | 0.03% | −2−0.5% | Reduced |
| Montag A & Associates Inc | 413 | $348.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 413 | $348.2K | 0.01% | +57+16.0% | Added |
| Lido Advisors, LLC | 414 | $349.3K | 0.00% | +71+20.7% | Added |
| Tranquility Partners, LLC | 415 | $349.9K | 0.15% | −194−31.9% | Reduced |
| FineMark National Bank & Trust | 419 | $353.3K | 0.02% | −2−0.5% | Reduced |
| Lazard Asset Management LLC | 422 | $355.0K | 0.00% | −27−6.0% | Reduced |
| QRG Capital Management, Inc. | 427 | $360.2K | 0.01% | +427 | New |