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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 327 | $275.7K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 326 | $274.9K | 0.01% | +8+2.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 326 | $274.9K | 0.01% | −228−41.2% | Reduced |
| Shelton Capital Management | 326 | $274.9K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 325 | $274.0K | 0.01% | +325 | New |
| Atria Wealth Solutions, Inc. | 324 | $273.2K | 0.00% | +69+27.1% | Added |
| Sentry Investment Management LLC | 321 | $271.0K | 0.13% | −18−5.3% | Reduced |
| Fortress Wealth Group, LLC | 333 | $270.2K | 0.18% | +14+4.4% | Added |
| GHP Investment Advisors, Inc. | 314 | $269.1K | 0.02% | −86−21.5% | Reduced |
| AE Wealth Management LLC | 315 | $265.6K | 0.00% | +35+12.5% | Added |
| D. E. Shaw & Co., Inc. | 314 | $264.7K | 0.00% | −100−24.2% | Reduced |
| David R. Rahn & Associates Inc. | 314 | $264.7K | 0.14% | +314 | New |
| Tiaa Trust, National Association | 312 | $263.1K | 0.00% | +312 | New |
| Pinnacle Wealth Planning Services, Inc. | 309 | $260.5K | 0.04% | −4−1.3% | Reduced |
| Penserra Capital Management LLC | 309 | $259.0K | 0.01% | −31−9.1% | Reduced |
| Echo Street Capital Management LLC | 307 | $258.8K | 0.00% | +29+10.4% | Added |
| Worldquant Millennium Advisors LLC | 307 | $258.8K | 0.00% | +307 | New |
| Westhampton Capital, LLC | 300 | $252.9K | 0.16% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 298 | $251.3K | 0.05% | +298 | New |
| Allianz Asset Management GmbH | 293 | $247.0K | 0.00% | +183+166.4% | Added |
| Quadrant Capital Group LLC | 292 | $246.2K | 0.02% | +28+10.6% | Added |
| Parallel Advisors, LLC | 291 | $245.8K | 0.01% | +11+3.9% | Added |
| Nicholas Hoffman & Company, LLC. | 291 | $245.4K | 0.02% | −4−1.4% | Reduced |
| LWM Advisory Services, LLC | 287 | $242.0K | 0.26% | −140−32.8% | Reduced |
| Syon Capital LLC | 287 | $242.0K | 0.03% | +287 | New |
| Snowden Capital Advisors LLC | 283 | $238.6K | 0.01% | −43−13.2% | Reduced |
| Resonant Capital Advisors, LLC | 282 | $237.8K | 0.03% | +19+7.2% | Added |
| Ballentine Partners, LLC | 269 | $226.8K | 0.01% | −9−3.2% | Reduced |
| AMG National Trust Bank | 266 | $223.9K | 0.01% | −1−0.4% | Reduced |
| United Asset Strategies, Inc. | 264 | $222.8K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 263 | $221.7K | 0.01% | −2−0.8% | Reduced |
| Sage Mountain Advisors LLC | 257 | $216.7K | 0.03% | +4+1.6% | Added |
| BBR Partners, LLC | 253 | $213.3K | 0.02% | +253 | New |
| Cozad Asset Management Inc | 249 | $209.9K | 0.03% | −10−3.9% | Reduced |
| Harvest Fund Management Co., Ltd | 248 | $209.0K | 0.04% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 246 | $207.4K | 0.11% | +246 | New |
| NorthRock Partners, LLC | 243 | $204.7K | 0.02% | +14+6.1% | Added |
| L.M. Kohn & Company | 240 | $202.4K | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 239 | $201.5K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 238 | $200.7K | 0.09% | +238 | New |
| Spire Wealth Management | 201 | $169.5K | 0.01% | +35+21.1% | Added |
| First Horizon Advisors, Inc. | 179 | $150.9K | 0.01% | −16−8.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 170 | $147.9K | 0.00% | +23+15.6% | Added |
| EverSource Wealth Advisors, LLC | 175 | $147.2K | 0.02% | −23−11.6% | Reduced |
| Private Trust Co NA | 163 | $137.4K | 0.02% | +44+37.0% | Added |
| GWM Advisors LLC | 160 | $134.5K | 0.00% | +6+3.9% | Added |
| Parkside Financial Bank & Trust | 158 | $133.2K | 0.03% | +5+3.3% | Added |
| Core Alternative Capital | 155 | $130.7K | 0.02% | +45+40.9% | Added |
| AXS Investments LLC | 145 | $122.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 143 | $120.6K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 140 | $118.0K | 0.00% | +140 | New |
| Deseret Mutual Benefit Administrators | 131 | $110.5K | 0.05% | −17−11.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 128 | $108.0K | 0.08% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 125 | $105.4K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 123 | $103.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 117 | $98.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 113 | $95.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 111 | $93.6K | 0.01% | +7+6.7% | Added |
| Proequities, Inc. | 107 | $90.2K | 0.01% | +74+224.2% | Added |
| Colonial Trust Advisors | 103 | $86.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $84.3K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $84.3K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 93 | $78.4K | 0.00% | +28+43.1% | Added |
| Itau Unibanco Holding S.A. | 92 | $77.6K | 0.00% | +92 | New |
| Silicon Valley Capital Partners | 91 | $76.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $75.0K | 0.00% | −4−4.3% | Reduced |
| West Tower Group, LLC | 86 | $72.5K | 0.04% | +54+168.8% | Added |
| Headlands Technologies LLC | 86 | $72.5K | 0.04% | +86 | New |
| TFC Financial Management | 84 | $70.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $70.8K | 0.01% | +35+71.4% | Added |
| NBC Securities, Inc. | 81 | $68.0K | 0.01% | +81 | New |
| Global Retirement Partners, LLC | 78 | $64.1K | 0.00% | +11+16.4% | Added |
| Venturi Wealth Management, LLC | 76 | $64.1K | 0.01% | +5+7.0% | Added |
| Union Savings Bank | 75 | $63.2K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 74 | $62.5K | 0.01% | +21+39.6% | Added |
| Column Capital Advisors, LLC | 72 | $60.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 71 | $59.9K | 0.01% | +1+1.4% | Added |
| FWL Investment Management, LLC | 70 | $59.0K | 0.04% | +70 | New |
| SkyView Investment Advisors, LLC | 70 | $59.0K | 0.02% | −771−91.7% | Reduced |
| Washington Trust Co | 64 | $54.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 60 | $51.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 58 | $49.0K | 0.01% | +12+26.1% | Added |
| Smithfield Trust Co | 56 | $47.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $44.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 51 | $43.0K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 49 | $41.3K | 0.01% | +49 | New |
| Arlington Partners LLC | 45 | $37.9K | 0.02% | −137−75.3% | Reduced |
| Arlington Trust Co LLC | 45 | $37.9K | 0.02% | +45 | New |
| Optiver Holding B.V. | 42 | $35.4K | 0.00% | +42 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 39 | $32.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 39 | $32.0K | 0.00% | −271−87.4% | Reduced |
| Park Place Capital Corp | 35 | $29.5K | 0.01% | −19−35.2% | Reduced |
| Farmers & Merchants Investments Inc | 34 | $28.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $26.1K | 0.00% | −22−41.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 31 | $26.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 29 | $24.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $21.1K | 0.01% | −11−30.6% | Reduced |
| Ronald Blue Trust, Inc. | 23 | $21.0K | 0.00% | +3+15.0% | Added |
| Covestor Ltd | 24 | $20.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $19.4K | 0.00% | 00.0% | Unchanged |