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 |
|---|---|---|---|---|---|
| Fruth Investment Management | 675 | $569.0K | 0.17% | −10−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 664 | $559.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| First Business Financial Services, Inc. | 652 | $549.7K | 0.07% | +4+0.6% | Added |
| Cumberland Partners Ltd | 650 | $548.0K | 0.05% | +650 | New |
| New England Research & Management, Inc. | 645 | $544.0K | 0.31% | +70+12.2% | Added |
| Profund Advisors LLC | 637 | $537.1K | 0.03% | +16+2.6% | Added |
| Merit Financial Group, LLC | 636 | $536.2K | 0.02% | +103+19.3% | Added |
| Ameritas Investment Partners, Inc. | 634 | $534.5K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 633 | $534.0K | 0.03% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 617 | $520.2K | 0.02% | −185−23.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 611 | $515.2K | 0.01% | +100+19.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 607 | $511.8K | 0.02% | +80+15.2% | Added |
| Moody Lynn & Lieberson, LLC | 605 | $510.1K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 605 | $510.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 599 | $505.1K | 0.02% | −7−1.2% | Reduced |
| Cerity Partners LLC | 598 | $504.2K | 0.00% | −2,835−82.6% | Reduced |
| Strong Tower Advisory Services | 588 | $496.4K | 0.25% | −3−0.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 587 | $494.9K | 0.13% | −8−1.3% | Reduced |
| Bokf, NA | 597 | $494.4K | 0.01% | +585+4,875.0% | Added |
| Northern Financial Advisors Inc | 580 | $489.0K | 0.45% | −1−0.2% | Reduced |
| Vident Advisory, LLC | 577 | $486.5K | 0.02% | +577 | New |
| Transcend Wealth Collective, LLC | 572 | $482.3K | 0.05% | −1−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 564 | $475.5K | 0.01% | −2−0.4% | Reduced |
| Cigna Investments Inc | 564 | $475.0K | 0.11% | −66−10.5% | Reduced |
| Mirabella Financial Services LLP | 563 | $474.7K | 0.07% | +563 | New |
| Coldstream Capital Management Inc | 561 | $473.0K | 0.02% | −375−40.1% | Reduced |
| Coastal Bridge Advisors, LLC | 552 | $465.4K | 0.12% | 00.0% | Unchanged |
| Signaturefd, LLC | 551 | $464.6K | 0.01% | +34+6.6% | Added |
| Integrated Wealth Concepts LLC | 551 | $464.3K | 0.01% | +28+5.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 546 | $460.3K | 0.01% | −538−49.6% | Reduced |
| Qube Research & Technologies Ltd | 544 | $458.7K | 0.00% | +544 | New |
| MAI Capital Management | 542 | $457.0K | 0.01% | −15−2.7% | Reduced |
| First Manhattan Co | 539 | $454.4K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 538 | $454.0K | 0.00% | +35+7.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 537 | $452.8K | 0.02% | −17−3.1% | Reduced |
| Moody National Bank Trust Division | 536 | $451.9K | 0.03% | +32+6.3% | Added |
| Oak Associates, Ltd | 535 | $451.1K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 535 | $451.1K | 0.06% | +26+5.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 532 | $449.0K | 0.02% | −24−4.3% | Reduced |
| Wedmont Private Capital | 512 | $443.9K | 0.04% | +53+11.5% | Added |
| Credit Agricole S A | 518 | $436.7K | 0.01% | +518 | New |
| Desjardins Global Asset Management Inc. | 517 | $435.7K | 0.05% | −117−18.5% | Reduced |
| JMG Financial Group, Ltd. | 513 | $432.5K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 506 | $427.0K | 0.01% | −238−32.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 500 | $421.6K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 499 | $420.7K | 0.05% | +2+0.4% | Added |
| Crescent Grove Advisors, LLC | 490 | $413.1K | 0.05% | +80+19.5% | Added |
| Quadrant Private Wealth Management, LLC | 489 | $412.3K | 0.14% | −38−7.2% | 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 |
| Old National Bancorp | 476 | $401.3K | 0.01% | −12−2.5% | Reduced |
| Triasima Portfolio Management inc. | 475 | $400.5K | 0.04% | +475 | New |
| 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 |
| Pinebridge Investments, L.P. | 466 | $392.9K | 0.00% | −5,406−92.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 463 | $390.4K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 463 | $390.3K | 0.05% | +463 | New |
| Roundview Capital LLC | 462 | $389.5K | 0.04% | +6+1.3% | Added |
| Geller Advisors LLC | 461 | $388.7K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 460 | $387.8K | 0.05% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 458 | $386.4K | 0.38% | +3+0.7% | Added |
| Belpointe Asset Management LLC | 454 | $382.8K | 0.04% | −4−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 451 | $380.3K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 446 | $376.0K | 0.01% | +148+49.7% | Added |
| Prelude Capital Management, LLC | 445 | $375.2K | 0.03% | +15+3.5% | Added |
| Gries Financial LLC | 436 | $367.6K | 0.10% | −90−17.1% | Reduced |
| Resources Investment Advisors, LLC. | 433 | $365.1K | 0.01% | +28+6.9% | Added |
| QRG Capital Management, Inc. | 427 | $360.2K | 0.01% | +427 | New |
| Lazard Asset Management LLC | 422 | $355.0K | 0.00% | −27−6.0% | Reduced |
| FineMark National Bank & Trust | 419 | $353.3K | 0.02% | −2−0.5% | Reduced |
| Tranquility Partners, LLC | 415 | $349.9K | 0.15% | −194−31.9% | Reduced |
| Lido Advisors, LLC | 414 | $349.3K | 0.00% | +71+20.7% | Added |
| Mather Group, LLC. | 413 | $348.2K | 0.01% | +57+16.0% | Added |
| Montag A & Associates Inc | 413 | $348.2K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 408 | $344.0K | 0.03% | −2−0.5% | Reduced |
| Little House Capital LLC | 400 | $337.3K | 0.14% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 400 | $337.3K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 400 | $337.3K | 0.10% | +400 | New |
| Diversified Trust Co | 397 | $334.7K | 0.01% | +1+0.3% | Added |
| Parsons Capital Management Inc | 395 | $333.0K | 0.03% | −32−7.5% | Reduced |
| Perennial Advisors, LLC | 395 | $333.0K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 380 | $320.4K | 0.00% | +3+0.8% | Added |
| Everhart Financial Group, Inc. | 380 | $320.4K | 0.14% | +34+9.8% | Added |
| Pinnacle Associates Ltd | 376 | $316.9K | 0.01% | +125+49.8% | Added |
| Choate Investment Advisors | 368 | $310.3K | 0.01% | +67+22.3% | Added |
| Apollon Wealth Management, LLC | 364 | $306.9K | 0.02% | +116+46.8% | Added |
| Stratos Wealth Advisors, LLC | 350 | $295.6K | 0.02% | +29+9.0% | Added |
| FDx Advisors, Inc. | 348 | $293.0K | 0.02% | −283−44.8% | Reduced |
| CoreCap Advisors, LLC | 345 | $290.9K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 344 | $290.0K | 0.01% | −23−6.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 342 | $288.4K | 0.03% | +115+50.7% | Added |
| First Heartland Consultants, Inc. | 340 | $287.0K | 0.04% | +1+0.3% | Added |
| Axxcess Wealth Management, LLC | 336 | $283.3K | 0.01% | +1+0.3% | Added |
| Altiora Financial Group, LLC | 333 | $280.8K | 0.13% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 332 | $280.0K | 0.01% | −27−7.5% | Reduced |
| Schechter Investment Advisors, LLC | 330 | $278.2K | 0.03% | +67+25.5% | Added |
| Ferguson Wellman Capital Management, Inc | 330 | $278.2K | 0.01% | −6−1.8% | Reduced |