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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 94,800 | $79.9M | 0.14% | −3,000−3.1% | Reduced |
| Mar Vista Investment Partners LLC | 99,257 | $83.7M | 4.01% | −49,084−33.1% | Reduced |
| Barclays PLC | 99,631 | $84.0M | 0.05% | +1,821+1.9% | Added |
| Deutsche Bank AG | 99,772 | $84.1M | 0.05% | −65,839−39.8% | Reduced |
| US Bancorp | 99,780 | $84.1M | 0.14% | −2,331−2.3% | Reduced |
| California Public Employees Retirement System | 99,951 | $84.3M | 0.07% | +620+0.6% | Added |
| Bristol John W & Co Inc | 102,639 | $86.5M | 1.71% | −881−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 105,242 | $88.7M | 2.20% | −280−0.3% | Reduced |
| Rhumbline Advisers | 107,593 | $90.7M | 0.11% | +4,088+3.9% | Added |
| Sands Capital Management, LLC | 108,388 | $91.4M | 0.31% | −44,592−29.1% | Reduced |
| Deccan Value Investors L.P. | 111,284 | $93.8M | 100.00% | −166,944−60.0% | Reduced |
| EULAV Asset Management | 111,457 | $94.0M | 3.44% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 118,007 | $99.5M | 0.88% | −75−0.1% | Reduced |
| National Pension Service | 119,764 | $100.9M | 0.16% | +4,013+3.5% | Added |
| CIBC Private Wealth Group, LLC | 119,904 | $101.1M | 0.24% | −16,078−11.8% | Reduced |
| Bamco Inc | 125,000 | $105.4M | 0.31% | 00.0% | Unchanged |
| Triple Frond Partners LLC | 129,000 | $108.8M | 13.80% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 130,551 | $110.1M | 0.09% | −2,456−1.8% | Reduced |
| APG Asset Management N.V. | 131,533 | $110.9M | 0.23% | −47,066−26.4% | Reduced |
| Putnam Investments LLC | 132,989 | $112.1M | 0.17% | −55,418−29.4% | Reduced |
| Skye Global Management LP | 136,500 | $115.1M | 3.34% | −2,000−1.4% | Reduced |
| Dimensional Fund Advisors LP | 139,146 | $117.3M | 0.04% | −10,032−6.7% | Reduced |
| Goldman Sachs Group Inc | 141,799 | $119.6M | 0.03% | −16,456−10.4% | Reduced |
| Artisan Partners Limited Partnership | 141,899 | $119.6M | 0.20% | −35,223−19.9% | Reduced |
| Voloridge Investment Management, LLC | 144,375 | $121.7M | 0.60% | +33,190+29.9% | Added |
| Heard Capital LLC | 158,214 | $133.4M | 9.99% | +13,267+9.2% | Added |
| Wells Fargo & Company | 163,187 | $137.6M | 0.04% | −12,994−7.4% | Reduced |
| Neuberger Berman Group LLC | 163,367 | $137.7M | 0.13% | −75,001−31.5% | Reduced |
| Canada Pension Plan Investment Board | 167,858 | $141.5M | 0.21% | +46,003+37.8% | Added |
| Bain Capital Public Equity Management II, LLC | 172,330 | $145.3M | 7.79% | +5,331+3.2% | Added |
| Blair William & Co | 172,506 | $145.4M | 0.56% | +1,940+1.1% | Added |
| Swiss National Bank | 176,600 | $148.9M | 0.12% | −20,600−10.4% | Reduced |
| Nuveen Asset Management, LLC | 182,827 | $154.1M | 0.05% | −2,152−1.2% | Reduced |
| Alkeon Capital Management LLC | 196,177 | $165.4M | 1.05% | 00.0% | Unchanged |
| Advent International Corp | 199,650 | $168.3M | 2.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 213,547 | $180.0M | 0.06% | −3,908−1.8% | Reduced |
| Voya Investment Management LLC | 222,942 | $188.0M | 0.21% | −29,523−11.7% | Reduced |
| UBS Asset Management Americas Inc | 226,330 | $190.8M | 0.09% | −14,996−6.2% | Reduced |
| Atalan Capital Partners, LP | 252,680 | $213.0M | 19.96% | −32,062−11.3% | Reduced |
| DF Dent & Co Inc | 268,726 | $226.6M | 3.32% | −12,215−4.3% | Reduced |
| Legal & General Group Plc | 282,568 | $238.2M | 0.08% | −13,918−4.7% | Reduced |
| American Century Companies Inc | 283,581 | $239.1M | 0.18% | −32,030−10.1% | Reduced |
| Meritage Group LP | 286,940 | $241.9M | 6.62% | −54,463−16.0% | Reduced |
| Fred Alger Management, LLC | 299,444 | $252.5M | 1.45% | −115,624−27.9% | Reduced |
| Charles Schwab Investment Management Inc | 312,800 | $263.7M | 0.08% | +16,559+5.6% | Added |
| Westfield Capital Management Co LP | 323,938 | $273.1M | 1.86% | −39,857−11.0% | Reduced |
| Bank of America Corp | 340,058 | $286.7M | 0.04% | −8,366−2.4% | Reduced |
| Bank of New York Mellon Corp | 344,151 | $290.2M | 0.06% | −780.0% | Reduced |
| Vulcan Value Partners, LLC | 432,748 | $364.6M | 5.55% | −194,090−31.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 436,740 | $368.2M | 3.55% | −146,246−25.1% | Reduced |
| Northern Trust Corp | 516,049 | $435.1M | 0.08% | +30,531+6.3% | Added |
| Primecap Management Co | 527,044 | $444.4M | 0.38% | +1,000+0.2% | Added |
| Windacre Partnership LLC | 563,300 | $474.9M | 8.64% | +28,000+5.2% | Added |
| Invesco Ltd. | 565,215 | $476.5M | 0.13% | +24,576+4.5% | Added |
| Price T Rowe Associates Inc | 599,719 | $505.6M | 0.07% | −166,797−21.8% | Reduced |
| Morgan Stanley | 650,127 | $548.1M | 0.06% | +4,989+0.8% | Added |
| Norges Bank | 729,916 | $615.4M | 0.12% | +125,749+20.8% | Added |
| Matrix Capital Management Company, LP | 1,094,900 | $923.1M | 11.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,107,497 | $933.8M | 0.11% | +349,409+46.1% | Added |
| Geode Capital Management, LLC | 1,171,573 | $985.6M | 0.12% | +72,456+6.6% | Added |
| Stockbridge Partners LLC | 1,171,919 | $988.1M | 21.97% | −24,022−2.0% | Reduced |
| Altarock Partners LLC | 1,310,086 | $1.10B | 27.67% | −47,405−3.5% | Reduced |
| FMR LLC | 1,651,413 | $1.39B | 0.12% | +136,834+9.0% | Added |
| Capital Research Global Investors | 1,979,541 | $1.67B | 0.46% | −8,716−0.4% | Reduced |
| State Street Corp | 2,117,895 | $1.79B | 0.10% | +56,050+2.7% | Added |
| Principal Financial Group Inc | 2,483,715 | $2.09B | 1.50% | −116,722−4.5% | Reduced |
| Capital World Investors | 2,973,299 | $2.51B | 0.50% | +766,419+34.7% | Added |
| BlackRock Inc. | 4,638,715 | $3.91B | 0.11% | −12,169−0.3% | Reduced |
| Vanguard Group Inc | 5,903,014 | $4.98B | 0.12% | +104,433+1.8% | Added |
| Capital International Investors | 6,569,059 | $5.54B | 1.41% | −10,590−0.2% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 0 | $0 | 0.00% | −312,747−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −4,093−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,777−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |