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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 433 | $365.1K | 0.01% | +28+6.9% | Added |
| Gries Financial LLC | 436 | $367.6K | 0.10% | −90−17.1% | Reduced |
| Prelude Capital Management, LLC | 445 | $375.2K | 0.03% | +15+3.5% | Added |
| HB Wealth Management, LLC | 446 | $376.0K | 0.01% | +148+49.7% | Added |
| Siemens Fonds Invest GmbH | 451 | $380.3K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 454 | $382.8K | 0.04% | −4−0.9% | Reduced |
| 4J Wealth Management LLC | 458 | $386.4K | 0.38% | +3+0.7% | Added |
| Webster Bank, N. A. | 460 | $387.8K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 461 | $388.7K | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 462 | $389.5K | 0.04% | +6+1.3% | Added |
| Eqis Capital Management, Inc. | 463 | $390.3K | 0.05% | +463 | New |
| Dorsey & Whitney Trust CO LLC | 463 | $390.4K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 466 | $392.9K | 0.00% | −5,406−92.1% | Reduced |
| Clarius Group, LLC | 473 | $398.8K | 0.04% | −90−16.0% | Reduced |
| Strategy Asset Managers LLC | 473 | $398.8K | 0.10% | +473 | New |
| Contravisory Investment Management, Inc. | 473 | $398.8K | 0.11% | +473 | New |
| Triasima Portfolio Management inc. | 475 | $400.5K | 0.04% | +475 | New |
| Old National Bancorp | 476 | $401.3K | 0.01% | −12−2.5% | Reduced |
| Brinker Capital Investments, LLC | 484 | $407.7K | 0.00% | +77+18.9% | Added |
| Orion Portfolio Solutions, LLC | 484 | $407.7K | 0.00% | +77+18.9% | Added |
| Quadrant Private Wealth Management, LLC | 489 | $412.3K | 0.14% | −38−7.2% | Reduced |
| Crescent Grove Advisors, LLC | 490 | $413.1K | 0.05% | +80+19.5% | Added |
| SeaCrest Wealth Management, LLC | 499 | $420.7K | 0.05% | +2+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 500 | $421.6K | 0.06% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 506 | $427.0K | 0.01% | −238−32.0% | Reduced |
| JMG Financial Group, Ltd. | 513 | $432.5K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 517 | $435.7K | 0.05% | −117−18.5% | Reduced |
| Credit Agricole S A | 518 | $436.7K | 0.01% | +518 | New |
| Wedmont Private Capital | 512 | $443.9K | 0.04% | +53+11.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 532 | $449.0K | 0.02% | −24−4.3% | Reduced |
| Oak Associates, Ltd | 535 | $451.1K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 535 | $451.1K | 0.06% | +26+5.1% | Added |
| Moody National Bank Trust Division | 536 | $451.9K | 0.03% | +32+6.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 537 | $452.8K | 0.02% | −17−3.1% | Reduced |
| Private Advisor Group, LLC | 538 | $454.0K | 0.00% | +35+7.0% | Added |
| First Manhattan Co | 539 | $454.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 542 | $457.0K | 0.01% | −15−2.7% | Reduced |
| Qube Research & Technologies Ltd | 544 | $458.7K | 0.00% | +544 | New |
| B. Metzler seel. Sohn & Co. AG | 546 | $460.3K | 0.01% | −538−49.6% | Reduced |
| Integrated Wealth Concepts LLC | 551 | $464.3K | 0.01% | +28+5.4% | Added |
| Signaturefd, LLC | 551 | $464.6K | 0.01% | +34+6.6% | Added |
| Coastal Bridge Advisors, LLC | 552 | $465.4K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 561 | $473.0K | 0.02% | −375−40.1% | Reduced |
| Mirabella Financial Services LLP | 563 | $474.7K | 0.07% | +563 | New |
| Cigna Investments Inc | 564 | $475.0K | 0.11% | −66−10.5% | Reduced |
| Miracle Mile Advisors, LLC | 564 | $475.5K | 0.01% | −2−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 572 | $482.3K | 0.05% | −1−0.2% | Reduced |
| Vident Advisory, LLC | 577 | $486.5K | 0.02% | +577 | New |
| Northern Financial Advisors Inc | 580 | $489.0K | 0.45% | −1−0.2% | Reduced |
| Bokf, NA | 597 | $494.4K | 0.01% | +585+4,875.0% | Added |
| Cedar Brook Financial Partners, LLC | 587 | $494.9K | 0.13% | −8−1.3% | Reduced |
| Strong Tower Advisory Services | 588 | $496.4K | 0.25% | −3−0.5% | Reduced |
| Cerity Partners LLC | 598 | $504.2K | 0.00% | −2,835−82.6% | Reduced |
| Great Valley Advisor Group, Inc. | 599 | $505.1K | 0.02% | −7−1.2% | Reduced |
| Asset Dedication, LLC | 605 | $510.0K | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 605 | $510.1K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 607 | $511.8K | 0.02% | +80+15.2% | Added |
| Williams Jones Wealth Management, LLC. | 611 | $515.2K | 0.01% | +100+19.6% | Added |
| Coronation Fund Managers Ltd. | 617 | $520.2K | 0.02% | −185−23.1% | Reduced |
| Symmetry Partners, LLC | 633 | $534.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 634 | $534.5K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 636 | $536.2K | 0.02% | +103+19.3% | Added |
| Profund Advisors LLC | 637 | $537.1K | 0.03% | +16+2.6% | Added |
| New England Research & Management, Inc. | 645 | $544.0K | 0.31% | +70+12.2% | Added |
| Cumberland Partners Ltd | 650 | $548.0K | 0.05% | +650 | New |
| First Business Financial Services, Inc. | 652 | $549.7K | 0.07% | +4+0.6% | Added |
| Los Angeles Capital Management LLC | 654 | $551.4K | 0.00% | −23,270−97.3% | Reduced |
| Graham Capital Management, L.P. | 654 | $551.4K | 0.02% | +654 | New |
| YHB Investment Advisors, Inc. | 664 | $559.8K | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 675 | $569.0K | 0.17% | −10−1.5% | Reduced |
| BFSG, LLC | 676 | $570.0K | 0.09% | −346−33.9% | Reduced |
| Okabena Investment Services Inc | 677 | $570.8K | 0.44% | −216−24.2% | Reduced |
| Vontobel Holding Ltd. | 679 | $572.5K | 0.01% | +679 | New |
| Whittier Trust Co | 689 | $580.9K | 0.01% | +220+46.9% | Added |
| Veriti Management LLC | 694 | $585.1K | 0.07% | +70+11.2% | Added |
| Capstone Investment Advisors, LLC | 694 | $585.1K | 0.02% | +111+19.0% | Added |
| Neville Rodie & Shaw Inc | 695 | $586.0K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 697 | $587.7K | 0.01% | +415+147.2% | Added |
| Altshuler Shaham Ltd | 698 | $588.5K | 0.02% | −167−19.3% | Reduced |
| Toth Financial Advisory Corp | 700 | $590.2K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 717 | $604.5K | 0.04% | −29−3.9% | Reduced |
| Citadel Advisors LLC | 718 | $605.4K | 0.00% | −6,135−89.5% | Reduced |
| Souders Financial Advisors | 718 | $605.4K | 0.12% | −52−6.8% | Reduced |
| Meeder Advisory Services, Inc. | 722 | $608.7K | 0.08% | −77−9.6% | Reduced |
| Banque Cantonale Vaudoise | 725 | $612.0K | 0.03% | +173+31.3% | Added |
| Blue Fin Capital, Inc. | 728 | $613.8K | 0.18% | +186+34.3% | Added |
| Verition Fund Management LLC | 733 | $618.0K | 0.01% | −2,589−77.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 743 | $626.4K | 0.10% | −1,537−67.4% | Reduced |
| Horizon Investments, LLC | 743 | $626.4K | 0.02% | +11+1.5% | Added |
| National Asset Management, Inc. | 763 | $643.0K | 0.02% | +9+1.2% | Added |
| Ninepoint Partners LP | 764 | $644.2K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 770 | $649.0K | 0.00% | +85+12.4% | Added |
| Silvercrest Asset Management Group LLC | 770 | $649.2K | 0.00% | −25−3.1% | Reduced |
| Castleark Management LLC | 770 | $649.2K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 773 | $651.7K | 0.09% | +157+25.5% | Added |
| Marks Group Wealth Management, Inc | 778 | $656.0K | 0.08% | −41−5.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 788 | $664.4K | 0.11% | +109+16.1% | Added |
| Park Avenue Securities LLC | 797 | $672.0K | 0.01% | +797 | New |
| Front Barnett Associates LLC | 798 | $673.0K | 0.08% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 809 | $682.1K | 0.34% | −10−1.2% | Reduced |