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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 15,200 | $12.8M | 0.14% | −200−1.3% | Reduced |
| Partners Capital Investment Group, LLP | 15,248 | $12.9M | 0.31% | −699−4.4% | Reduced |
| PYA Waltman Capital, LLC | 15,359 | $12.9M | 5.48% | +105+0.7% | Added |
| Gilder Gagnon Howe & Co LLC | 15,401 | $13.0M | 0.20% | −108−0.7% | Reduced |
| National Bank of Canada | 15,924 | $13.1M | 0.02% | +1,481+10.3% | Added |
| Arizona State Retirement System | 15,548 | $13.1M | 0.11% | −59−0.4% | Reduced |
| Millennium Management LLC | 15,767 | $13.3M | 0.01% | −32,952−67.6% | Reduced |
| Brown Advisory Inc | 16,114 | $13.6M | 0.02% | +90+0.6% | Added |
| Archon Partners LLC | 17,300 | $14.6M | 2.28% | 00.0% | Unchanged |
| Great West Life Assurance Co | 17,366 | $14.6M | 0.04% | +667+4.0% | Added |
| Clough Capital Partners L P | 18,215 | $15.4M | 1.65% | −4,875−21.1% | Reduced |
| Comerica Bank | 18,304 | $15.4M | 0.08% | +18,304 | New |
| Schroder Investment Management Group | 18,396 | $15.5M | 0.02% | +235+1.3% | Added |
| Toronto Dominion Bank | 20,798 | $17.5M | 0.03% | −5,992−22.4% | Reduced |
| Susquehanna International Group, LLP | 21,483 | $18.1M | 0.03% | −4,077−16.0% | Reduced |
| Victory Capital Management Inc | 21,562 | $18.2M | 0.02% | +2,072+10.6% | Added |
| Royal London Asset Management Ltd | 21,998 | $18.5M | 0.06% | +1,641+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 22,540 | $19.0M | 0.03% | −958−4.1% | Reduced |
| JS Capital Management LLC | 22,800 | $19.2M | 2.62% | −1,200−5.0% | Reduced |
| Treasurer of the State of North Carolina | 23,041 | $19.4M | 0.11% | +124+0.5% | Added |
| Ensign Peak Advisors, Inc | 23,196 | $19.6M | 0.04% | +945+4.2% | Added |
| Natixis Advisors, L.P. | 23,682 | $20.0M | 0.06% | −1,048−4.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 23,900 | $20.2M | 0.86% | −2,800−10.5% | Reduced |
| Russell Investments Group, Ltd. | 23,982 | $20.2M | 0.04% | −8,673−26.6% | Reduced |
| First Republic Investment Management, Inc. | 24,064 | $20.3M | 0.06% | +24,064 | New |
| Oakcliff Capital Partners, LP | 24,308 | $20.5M | 14.07% | −8,090−25.0% | Reduced |
| Public Employees Retirement System of Ohio | 24,742 | $20.9M | 0.09% | −2,763−10.0% | Reduced |
| Pictet Asset Management Holding SA | 24,745 | $20.9M | 0.03% | +24,745 | New |
| GW&K Investment Management, LLC | 24,765 | $20.9M | 0.21% | −524−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 26,116 | $22.0M | 0.02% | −1,294−4.7% | Reduced |
| Storebrand Asset Management AS | 26,183 | $22.1M | 0.11% | +15+0.1% | Added |
| Two Sigma Investments, LP | 26,195 | $22.1M | 0.06% | +3,683+16.4% | Added |
| BRX Global LP | 27,149 | $22.9M | 26.61% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 27,366 | $23.1M | 1.50% | −8,379−23.4% | Reduced |
| Regions Financial Corp | 27,855 | $23.5M | 0.21% | +7,656+37.9% | Added |
| Mill Capital Management, LLC | 27,920 | $23.5M | 2.30% | −62−0.2% | Reduced |
| SEI Investments Co | 28,050 | $23.7M | 0.04% | −5,240−15.7% | Reduced |
| Chilton Capital Management LLC | 28,967 | $24.4M | 1.37% | +947+3.4% | Added |
| Asset Management One Co.,Ltd. | 29,872 | $25.2M | 0.11% | −764−2.5% | Reduced |
| State of Wisconsin Investment Board | 30,325 | $25.6M | 0.08% | +321+1.1% | Added |
| AQR Capital Management LLC | 30,421 | $25.6M | 0.05% | −6,415−17.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 30,656 | $25.8M | 0.06% | −1,577−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 30,891 | $26.0M | 0.09% | +217+0.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 31,018 | $26.2M | 0.10% | +999+3.3% | Added |
| Cookson Peirce & Co Inc | 31,448 | $26.5M | 1.74% | +309+1.0% | Added |
| Titan Global Capital Management USA LLC | 32,104 | $27.1M | 6.61% | −1,066−3.2% | Reduced |
| State of Tennessee, Treasury Department | 32,271 | $27.2M | 0.11% | +15,159+88.6% | Added |
| UBS Group AG | 33,313 | $28.1M | 0.01% | −41,706−55.6% | Reduced |
| Minot Capital, LP | 33,335 | $28.1M | 5.73% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,070 | $30.4M | 0.13% | +569+1.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,926 | $31.1M | 0.16% | +8,955+32.0% | Added |
| Goodnow Investment Group, LLC | 37,727 | $31.8M | 5.36% | −740−1.9% | Reduced |
| East Coast Asset Management, LLC. | 37,729 | $31.8M | 14.39% | −1,425−3.6% | Reduced |
| Anabranch Capital Management, LP | 39,603 | $33.4M | 24.42% | −3,653−8.4% | Reduced |
| Maplelane Capital, LLC | 39,900 | $33.6M | 3.58% | 00.0% | Unchanged |
| Bank of Montreal | 39,835 | $34.9M | 0.02% | −27,627−41.0% | Reduced |
| Manufacturers Life Insurance Company, The | 41,752 | $35.2M | 0.02% | −2,217−5.0% | Reduced |
| Pennant Investors, LP | 42,000 | $35.4M | 13.41% | 00.0% | Unchanged |
| Stifel Financial Corp | 42,175 | $35.6M | 0.05% | −3,938−8.5% | Reduced |
| Scopus Asset Management, L.P. | 42,706 | $36.0M | 1.36% | −3,000−6.6% | Reduced |
| Ampfield Management, L.P. | 43,229 | $36.4M | 32.61% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 43,422 | $36.6M | 0.17% | +31,562+266.1% | Added |
| New York State Common Retirement Fund | 44,040 | $37.1M | 0.05% | −8,534−16.2% | Reduced |
| First Trust Advisors LP | 46,087 | $38.9M | 0.05% | +2,549+5.9% | Added |
| Chicago Capital, LLC | 46,794 | $39.5M | 1.85% | −58−0.1% | Reduced |
| Citigroup Inc | 46,933 | $39.6M | 0.06% | +6,279+15.4% | Added |
| Employees Retirement System of Texas | 47,000 | $39.6M | 0.59% | 00.0% | Unchanged |
| Prudential Financial Inc | 47,465 | $40.0M | 0.06% | +1,980+4.4% | Added |
| TD Asset Management Inc | 48,707 | $41.1M | 0.05% | −1,667−3.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51,146 | $43.1M | 0.09% | +5,287+11.5% | Added |
| Eagle Asset Management Inc | 51,391 | $43.3M | 0.26% | −70.0% | Reduced |
| New York State Teachers Retirement System | 51,669 | $43.6M | 0.11% | −290−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 51,894 | $43.8M | 0.10% | +16,900+48.3% | Added |
| State Board of Administration of Florida Retirement System | 52,204 | $44.0M | 0.10% | −3,790−6.8% | Reduced |
| Royal Bank of Canada | 54,514 | $46.0M | 0.01% | +1,662+3.1% | Added |
| Samlyn Capital, LLC | 54,693 | $46.1M | 0.82% | −25,431−31.7% | Reduced |
| Capital International Inc | 54,932 | $46.3M | 0.89% | −3,030−5.2% | Reduced |
| HSBC Holdings PLC | 55,045 | $46.4M | 0.05% | −2,850−4.9% | Reduced |
| Balyasny Asset Management LLC | 56,548 | $47.7M | 0.13% | +50,747+874.8% | Added |
| BNP Paribas Arbitrage, SA | 57,262 | $48.3M | 0.11% | +24,879+76.8% | Added |
| Alyeska Investment Group, L.P. | 61,010 | $51.4M | 0.35% | +13,303+27.9% | Added |
| Yiheng Capital Management, L.P. | 61,042 | $51.5M | 4.65% | −4,203−6.4% | Reduced |
| Spyglass Capital Management LLC | 61,459 | $51.8M | 4.06% | −12,038−16.4% | Reduced |
| Envestnet Asset Management Inc | 62,984 | $53.1M | 0.02% | +22,436+55.3% | Added |
| Ci Investments Inc. | 64,490 | $54.4M | 0.30% | −3,600−5.3% | Reduced |
| Credit Suisse AG | 66,963 | $56.5M | 0.06% | +942+1.4% | Added |
| Hudson Way Capital Management LLC | 67,758 | $57.1M | 11.24% | −3,731−5.2% | Reduced |
| Alliancebernstein L.P. | 68,302 | $57.6M | 0.02% | +305+0.4% | Added |
| Raymond James & Associates | 69,617 | $58.7M | 0.05% | −4,260−5.8% | Reduced |
| Zurich Insurance Group Ltd | 70,375 | $59.3M | 0.63% | +9,723+16.0% | Added |
| Crow's Nest Holdings LP | 71,335 | $60.1M | 15.30% | −3,665−4.9% | Reduced |
| Capital Group Private Client Services, Inc. | 73,106 | $61.6M | 0.75% | −1,270−1.7% | Reduced |
| Korea Investment CORP | 73,874 | $62.3M | 0.18% | +141+0.2% | Added |
| State of Michigan Retirement System | 76,092 | $64.2M | 0.41% | +700+0.9% | Added |
| Franklin Resources Inc | 77,823 | $65.6M | 0.03% | −14,690−15.9% | Reduced |
| Massachusetts Financial Services Co | 81,690 | $68.9M | 0.02% | +81,690 | New |
| Lord, Abbett & Co. LLC | 82,221 | $69.3M | 0.26% | −40,029−32.7% | Reduced |
| California State Teachers Retirement System | 84,553 | $71.3M | 0.11% | −3,310−3.8% | Reduced |
| Douglas Lane & Associates, LLC | 90,756 | $76.5M | 1.28% | −1,363−1.5% | Reduced |
| Slate Path Capital LP | 94,200 | $79.4M | 2.21% | −33,700−26.3% | Reduced |