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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
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.51,146$43.1M0.09%+5,287+11.5%Added
TD Asset Management Inc48,707$41.1M0.05%−1,667−3.3%Reduced
Prudential Financial Inc47,465$40.0M0.06%+1,980+4.4%Added
Employees Retirement System of Texas47,000$39.6M0.59%00.0%Unchanged
Citigroup Inc46,933$39.6M0.06%+6,279+15.4%Added
Chicago Capital, LLC46,794$39.5M1.85%−58−0.1%Reduced
First Trust Advisors LP46,087$38.9M0.05%+2,549+5.9%Added
New York State Common Retirement Fund44,040$37.1M0.05%−8,534−16.2%Reduced
Retirement Systems of Alabama43,422$36.6M0.17%+31,562+266.1%Added
Ampfield Management, L.P.43,229$36.4M32.61%00.0%Unchanged
Scopus Asset Management, L.P.42,706$36.0M1.36%−3,000−6.6%Reduced
Stifel Financial Corp42,175$35.6M0.05%−3,938−8.5%Reduced
Pennant Investors, LP42,000$35.4M13.41%00.0%Unchanged
Manufacturers Life Insurance Company, The41,752$35.2M0.02%−2,217−5.0%Reduced
Bank of Montreal39,835$34.9M0.02%−27,627−41.0%Reduced
Maplelane Capital, LLC39,900$33.6M3.58%00.0%Unchanged
Anabranch Capital Management, LP39,603$33.4M24.42%−3,653−8.4%Reduced
East Coast Asset Management, LLC.37,729$31.8M14.39%−1,425−3.6%Reduced
Goodnow Investment Group, LLC37,727$31.8M5.36%−740−1.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.36,926$31.1M0.16%+8,955+32.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)36,070$30.4M0.13%+569+1.6%Added
Minot Capital, LP33,335$28.1M5.73%00.0%Unchanged
UBS Group AG33,313$28.1M0.01%−41,706−55.6%Reduced
State of Tennessee, Treasury Department32,271$27.2M0.11%+15,159+88.6%Added
Titan Global Capital Management USA LLC32,104$27.1M6.61%−1,066−3.2%Reduced
Cookson Peirce & Co Inc31,448$26.5M1.74%+309+1.0%Added
Chevy Chase Trust Holdings, Inc.31,018$26.2M0.10%+999+3.3%Added
State of New Jersey Common Pension Fund D30,891$26.0M0.09%+217+0.7%Added
Mitsubishi UFJ Trust & Banking Corp30,656$25.8M0.06%−1,577−4.9%Reduced
AQR Capital Management LLC30,421$25.6M0.05%−6,415−17.4%Reduced
State of Wisconsin Investment Board30,325$25.6M0.08%+321+1.1%Added
Asset Management One Co.,Ltd.29,872$25.2M0.11%−764−2.5%Reduced
Chilton Capital Management LLC28,967$24.4M1.37%+947+3.4%Added
SEI Investments Co28,050$23.7M0.04%−5,240−15.7%Reduced
Mill Capital Management, LLC27,920$23.5M2.30%−62−0.2%Reduced
Regions Financial Corp27,855$23.5M0.21%+7,656+37.9%Added
Capital Group Investment Management Pte. Ltd.27,366$23.1M1.50%−8,379−23.4%Reduced
BRX Global LP27,149$22.9M26.61%00.0%Unchanged
Two Sigma Investments, LP26,195$22.1M0.06%+3,683+16.4%Added
Storebrand Asset Management AS26,183$22.1M0.11%+15+0.1%Added
The PNC Financial Services Group, Inc.26,116$22.0M0.02%−1,294−4.7%Reduced
GW&K Investment Management, LLC24,765$20.9M0.21%−524−2.1%Reduced
Pictet Asset Management Holding SA24,745$20.9M0.03%+24,745New
Public Employees Retirement System of Ohio24,742$20.9M0.09%−2,763−10.0%Reduced
Oakcliff Capital Partners, LP24,308$20.5M14.07%−8,090−25.0%Reduced
First Republic Investment Management, Inc.24,064$20.3M0.06%+24,064New
Russell Investments Group, Ltd.23,982$20.2M0.04%−8,673−26.6%Reduced
Adams Diversified Equity Fund, Inc.23,900$20.2M0.86%−2,800−10.5%Reduced
Natixis Advisors, L.P.23,682$20.0M0.06%−1,048−4.2%Reduced
Ensign Peak Advisors, Inc23,196$19.6M0.04%+945+4.2%Added
Treasurer of the State of North Carolina23,041$19.4M0.11%+124+0.5%Added
JS Capital Management LLC22,800$19.2M2.62%−1,200−5.0%Reduced
Allspring Global Investments Holdings, LLC22,540$19.0M0.03%−958−4.1%Reduced
Royal London Asset Management Ltd21,998$18.5M0.06%+1,641+8.1%Added
Victory Capital Management Inc21,562$18.2M0.02%+2,072+10.6%Added
Susquehanna International Group, LLP21,483$18.1M0.03%−4,077−16.0%Reduced
Toronto Dominion Bank20,798$17.5M0.03%−5,992−22.4%Reduced
Schroder Investment Management Group18,396$15.5M0.02%+235+1.3%Added
Comerica Bank18,304$15.4M0.08%+18,304New
Clough Capital Partners L P18,215$15.4M1.65%−4,875−21.1%Reduced
Great West Life Assurance Co17,366$14.6M0.04%+667+4.0%Added
Archon Partners LLC17,300$14.6M2.28%00.0%Unchanged
Brown Advisory Inc16,114$13.6M0.02%+90+0.6%Added
Millennium Management LLC15,767$13.3M0.01%−32,952−67.6%Reduced
Arizona State Retirement System15,548$13.1M0.11%−59−0.4%Reduced
National Bank of Canada15,924$13.1M0.02%+1,481+10.3%Added
Gilder Gagnon Howe & Co LLC15,401$13.0M0.20%−108−0.7%Reduced
PYA Waltman Capital, LLC15,359$12.9M5.48%+105+0.7%Added
Partners Capital Investment Group, LLP15,248$12.9M0.31%−699−4.4%Reduced
Forsta Ap-Fonden15,200$12.8M0.14%−200−1.3%Reduced
Nissay Asset Management Corp15,175$12.8M0.11%−211−1.4%Reduced
Center Lake Capital Management, LLC15,000$12.6M10.58%00.0%Unchanged
Nisa Investment Advisors, LLC14,933$12.6M0.10%+474+3.3%Added
American International Group, Inc.14,843$12.5M0.08%+483+3.4%Added
Woodline Partners LP14,821$12.5M0.15%+12,564+556.7%Added
DuPont Capital Management Corp14,778$12.5M1.09%−13,715−48.1%Reduced
Amalgamated Bank14,269$12.0M0.10%+739+5.5%Added
MetLife Investment Management13,966$11.8M0.09%+345+2.5%Added
Symmetry Investments LP13,901$11.7M3.40%−567−3.9%Reduced
Nomura Asset Management Co Ltd13,869$11.7M0.05%+151+1.1%Added
Capital International Sarl13,830$11.7M0.53%−603−4.2%Reduced
Capital International Ltd13,829$11.7M0.67%−71−0.5%Reduced
Pinnacle Financial Partners Inc13,735$11.6M0.30%−22−0.2%Reduced
Federated Hermes, Inc.13,735$11.6M0.03%+12,435+956.5%Added
CI Private Wealth, LLC13,297$11.2M0.03%+82+0.6%Added
Standard Life Aberdeen plc12,884$10.9M0.03%−43−0.3%Reduced
Jane Street Group, LLC12,678$10.7M0.02%+2,850+29.0%Added
TCW Group Inc12,648$10.7M0.13%+888+7.6%Added
Janus Henderson Group PLC12,388$10.4M0.01%+4,503+57.1%Added
Shell Asset Management Co12,162$10.3M0.42%+88+0.7%Added
STRS Ohio12,150$10.2M0.05%00.0%Unchanged
Fifth Third Bancorp12,026$10.1M0.05%−275−2.2%Reduced
Bluegrass Capital Partners LP12,000$10.1M12.28%−1,000−7.7%Reduced
Fairbanks Capital Management, Inc.11,914$10.0M8.46%−732−5.8%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund11,829$9.97M0.13%+1,300+12.3%Added
DnB Asset Management AS11,758$9.91M0.06%−190−1.6%Reduced
Two Sigma Advisers, LP11,700$9.86M0.03%+10,800+1,200.0%Added
Texas Permanent School Fund11,402$9.61M0.09%+460+4.2%Added
Ardevora Asset Management LLP11,144$9.40M0.46%−9,705−46.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,096$9.36M0.08%+1,995+21.9%Added