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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.

Institutional holdersQ3 2023: 770 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ3 2023: $44.8B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$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
InstitutionSharesValue% of portfolioChange in sharesAction
Kentucky Retirement Systems Insurance Trust Fund2,012$1.70M0.13%+139+7.4%Added
MML Investors Services, LLC2,045$1.72M0.01%−370−15.3%Reduced
PEAK6 Investments LLC2,072$1.75M0.09%+805+63.5%Added
Hixon Zuercher, LLC2,074$1.75M0.92%+67+3.3%Added
Beese Fulmer Investment Management, Inc.2,122$1.79M0.20%00.0%Unchanged
Natixis2,149$1.81M0.01%+2,149New
Wellington Management Group LLP2,161$1.82M0.00%−208−8.8%Reduced
CenterBook Partners LP2,161$1.82M0.23%+318+17.3%Added
Raymond James Trust N.A.2,164$1.82M0.05%−131−5.7%Reduced
Shira Ridge Wealth Management2,171$1.83M1.20%00.0%Unchanged
Sustainable Insight Capital Management, LLC2,207$1.86M1.82%+2,207New
Centaurus Financial, Inc.2,278$1.92M0.17%−93−3.9%Reduced
Metropolitan Life Insurance Co2,284$1.93M0.10%+9+0.4%Added
Wolverine Asset Management LLC2,338$1.97M0.04%+300+14.7%Added
Buckingham Strategic Wealth, LLC2,347$1.98M0.03%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.2,362$1.99M0.01%+2,362New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,400$2.02M0.00%+2,400New
Bessemer Group Inc2,403$2.03M0.00%−271−10.1%Reduced
Highland Capital Management, LLC2,428$2.05M0.14%−47−1.9%Reduced
Privium Fund Management (UK) Ltd2,450$2.07M1.62%00.0%Unchanged
Pier 88 Investment Partners LLC2,505$2.11M0.53%00.0%Unchanged
Level Four Advisory Services, LLC2,506$2.11M0.14%+74+3.0%Added
WoodTrust Financial Corp2,525$2.13M0.41%−300−10.6%Reduced
Simplex Trading, LLC2,561$2.16M0.08%+2,561New
Kingswood Wealth Advisors, LLC2,564$2.16M0.37%+2,564New
Texas Yale Capital Corp.2,590$2.18M0.10%00.0%Unchanged
Alliance Wealth Advisors, LLC2,616$2.21M1.60%−130−4.7%Reduced
Pittenger & Anderson Inc2,616$2.21M0.11%+2,104+410.9%Added
Glenmede Trust Co NA2,626$2.21M0.01%+330+14.4%Added
TownSquare Capital, LLC2,651$2.24M0.04%+114+4.5%Added
New Mexico Educational Retirement Board2,700$2.28M0.10%+200+8.0%Added
NWK Group, Inc.2,726$2.30M1.41%+56+2.1%Added
Wealth Enhancement Advisory Services, LLC2,737$2.31M0.01%+2,737New
Baader Bank INC2,757$2.32M0.21%−1,153−29.5%Reduced
PGGM Investments2,757$2.33M0.04%+1,292+88.2%Added
Allen Operations LLC2,764$2.33M0.52%00.0%Unchanged
Thrivent Financial for Lutherans2,803$2.36M0.01%+267+10.5%Added
Edgestream Partners, L.P.2,805$2.36M0.19%+2,805New
Aurora Investment Managers, LLC.2,814$2.37M2.01%−100−3.4%Reduced
Kornitzer Capital Management Inc2,860$2.41M0.05%−1,220−29.9%Reduced
Rockingstone Advisors LLC2,893$2.44M1.35%+7+0.2%Added
Select Equity Group, L.P.2,895$2.44M0.01%−7,464−72.1%Reduced
Cresset Asset Management, LLC2,956$2.49M0.02%−248−7.7%Reduced
Crossmark Global Holdings, Inc.2,891$2.50M0.06%+90+3.2%Added
JustInvest LLC2,992$2.52M0.08%+575+23.8%Added
XTX Topco Ltd2,992$2.52M0.43%+2,992New
Quantinno Capital Management LP2,996$2.53M0.12%+280+10.3%Added
Eos Management, L.P.3,032$2.56M1.20%−580−16.1%Reduced
CIBC World Markets Corp3,046$2.57M0.03%−3,067−50.2%Reduced
Aigen Investment Management, LP3,094$2.61M0.49%+3,094New
Alberta Investment Management Corp3,100$2.61M0.03%00.0%Unchanged
King Luther Capital Management Corp3,138$2.65M0.01%−111−3.4%Reduced
1832 Asset Management L.P.3,147$2.65M0.01%−56,400−94.7%Reduced
Wedge Capital Management L L P3,209$2.71M0.05%−3,915−55.0%Reduced
ING Groep NV3,228$2.72M0.02%+3,228New
Louisiana State Employees Retirement System3,400$2.87M0.07%+200+6.3%Added
Bank of Hawaii3,456$2.91M0.17%−2,055−37.3%Reduced
CIBC World Markets Inc.3,458$2.92M0.01%+204+6.3%Added
Alcosta Capital Management, Inc.3,485$2.94M2.45%+12+0.3%Added
Creative Planning3,538$2.98M0.00%+294+9.1%Added
Atria Investments LLC3,591$3.03M0.05%+21+0.6%Added
Long Path Partners LP3,612$3.05M1.53%−5,569−60.7%Reduced
Csenge Advisory Group3,613$3.05M0.21%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,676$3.10M0.00%+212+6.1%Added
Mariner, LLC3,819$3.22M0.01%+303+8.6%Added
Tower Research Capital LLC (TRC)3,848$3.24M0.10%+3,127+433.7%Added
Catalyst Capital Advisors LLC3,850$3.25M0.09%−125−3.1%Reduced
Wetherby Asset Management Inc3,854$3.25M0.18%−10.0%Reduced
Girard Partners Ltd.3,866$3.26M0.37%−195−4.8%Reduced
Hartford Investment Management Co3,867$3.26M0.13%+99+2.6%Added
Cloverfields Capital Group, LP3,914$3.30M1.49%−98−2.4%Reduced
Mackenzie Financial Corp4,127$3.35M0.01%+145+3.6%Added
Securian Asset Management, Inc3,981$3.36M0.10%−356−8.2%Reduced
Maryland State Retirement & Pension System4,003$3.38M0.08%00.0%Unchanged
FORA Capital, LLC4,017$3.39M0.30%+4,017New
Cavalier Investments, LLC4,058$3.42M1.34%+140+3.6%Added
Jump Financial, LLC4,062$3.42M0.13%+2,262+125.7%Added
Cornerstone Advisors, LLC4,100$3.46M0.16%−900−18.0%Reduced
HighTower Advisors, LLC4,178$3.54M0.01%+153+3.8%Added
Pathstone Family Office, LLC4,226$3.56M0.03%+2,011+90.8%Added
Covenant Asset Management, LLC4,253$3.59M1.11%−21−0.5%Reduced
TD Waterhouse Canada Inc.3,518$3.59M0.04%+99+2.9%Added
Baird Financial Group, Inc.4,318$3.64M0.01%+143+3.4%Added
Kovitz Investment Group Partners, LLC4,353$3.67M0.07%−208−4.6%Reduced
Norinchukin Bank, The4,402$3.71M0.09%−2,088−32.2%Reduced
Cat Rock Capital Management LP4,438$3.74M0.56%−5,700−56.2%Reduced
Ethic Inc.4,442$3.75M0.13%−720−13.9%Reduced
Kentucky Retirement Systems4,507$3.80M0.13%+311+7.4%Added
Truist Financial Corp4,534$3.82M0.01%−1,217−21.2%Reduced
Bain Capital Public Equity, LP4,539$3.83M3.34%+424+10.3%Added
Pacer Advisors, Inc.4,539$3.83M0.01%+507+12.6%Added
Aviva PLC4,604$3.88M0.02%+191+4.3%Added
Federation des caisses Desjardins du Quebec4,635$3.91M0.04%−692−13.0%Reduced
Daiwa Securities Group Inc.4,637$3.91M0.03%+338+7.9%Added
Teachers Retirement System of the State of Kentucky4,663$3.93M0.04%00.0%Unchanged
Ancora Advisors, LLC4,683$3.95M0.11%−55−1.2%Reduced
Investidor Profissional Gestao de Recursos Ltda.4,727$3.99M3.34%+180+4.0%Added
Colony Group LLC4,734$3.99M0.06%−135−2.8%Reduced
Advisors Asset Management, Inc.4,759$4.01M0.09%−160−3.3%Reduced
Gulf International Bank (UK) Ltd4,990$4.21M0.12%−554−10.0%Reduced