Skip to main content

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
Annis Gardner Whiting Capital Advisors, LLC23$19.4K0.01%+23New
Rise Advisors, LLC22$18.5K0.01%+22New
Sit Investment Associates Inc20$17.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC20$16.9K0.01%00.0%Unchanged
Zions Bancorporation, N.A.20$16.9K0.00%00.0%Unchanged
LMR Partners LLP20$16.9K0.00%+20New
MV Capital Management, Inc.19$16.0K0.00%+4+26.7%Added
Castleview Partners, LLC19$16.0K0.01%−45−70.3%Reduced
Baker Avenue Asset Management, LP19$16.0K0.00%+2+11.8%Added
JFS Wealth Advisors, LLC18$15.2K0.00%00.0%Unchanged
Global Trust Asset Management, LLC18$15.2K0.01%00.0%Unchanged
Providence Capital Advisors, LLC18$15.2K0.00%00.0%Unchanged
Archer Investment Corp18$15.2K0.01%00.0%Unchanged
Raffa Wealth Management, LLC17$14.3K0.00%00.0%Unchanged
DT Investment Partners, LLC16$13.5K0.00%00.0%Unchanged
Tucker Asset Management LLC16$13.5K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund14$11.8K0.00%−999−98.6%Reduced
Red Tortoise LLC14$11.8K0.01%00.0%Unchanged
Financial Management Professionals, Inc.13$11.0K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)13$11.0K0.01%+2+18.2%Added
Bell Investment Advisors, Inc13$11.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.13$11.0K0.01%+3+30.0%Added
Central Trust Co11$9.28K0.00%−20−64.5%Reduced
Global Wealth Strategies & Associates11$9.27K0.00%00.0%Unchanged
HWG Holdings LP10$8.43K0.00%00.0%Unchanged
Macroview Investment Management LLC9$7.59K0.01%+9New
Piscataqua Savings Bank9$7.59K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC9$7.59K0.00%00.0%Unchanged
Steward Financial Group LLC9$7.00K0.00%−3−25.0%Reduced
Abound Wealth Management8$6.79K0.00%+1+14.3%Added
Bogart Wealth, LLC8$6.75K0.00%00.0%Unchanged
Tradition Wealth Management, LLC7$6.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.6$5.96K0.00%+6New
Cedar Wealth Management, LLC7$5.90K0.00%00.0%Unchanged
Versant Capital Management, Inc7$5.90K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC7$5.90K0.00%+7New
Bellevue Asset Management, LLC7$5.90K0.00%00.0%Unchanged
Lee Financial Co6$5.06K0.00%00.0%Unchanged
Avion Wealth7$5.00K0.00%+1+16.7%Added
SJS Investment Consulting Inc.5$4.22K0.00%−1−16.7%Reduced
LGT Financial Advisors LLC5$4.22K0.01%+5New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$4.21K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$4.00K0.00%00.0%Unchanged
Hollencrest Capital Management4$3.37K0.00%00.0%Unchanged
Tortoise Investment Management, LLC4$3.37K0.00%00.0%Unchanged
Eagle Bay Advisors LLC4$3.37K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC4$3.37K0.00%+2+100.0%Added
Aspire Private Capital, LLC4$3.37K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$3.31K0.00%00.0%Unchanged
TSFG, LLC4$3.00K0.00%00.0%Unchanged
Gradient Investments LLC3$2.53K0.00%−1−25.0%Reduced
Creative Financial Designs Inc3$2.53K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC3$2.53K0.00%00.0%Unchanged
Atlas Capital Advisors LLC3$2.53K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2$1.69K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$1.69K0.00%00.0%Unchanged
American National Bank2$1.69K0.00%00.0%Unchanged
Financial Perspectives, Inc2$1.69K0.00%00.0%Unchanged
Global Financial Private Client, LLC2$1.65K0.00%00.0%Unchanged
Sofos Investments, Inc.0$1.33K0.00%−894−100.0%Reduced
Raleigh Capital Management Inc.1$1.24K0.00%+1New
Thompson Siegel & Walmsley LLC1$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC1$1.00K0.00%+1New
Capital Analysts, LLC1$1.00K0.00%+1New
Delos Wealth Advisors, LLC1$9040.00%00.0%Unchanged
True Wealth Design, LLC1$8440.00%00.0%Unchanged
North Star Investment Management Corp.1$8430.00%00.0%Unchanged
Highline Wealth Partners LLC1$8430.00%00.0%Unchanged
Perkins Coie Trust Co1$8430.00%+1New
Pacific Center for Financial Services0$150.00%0Unchanged
Abrams Capital Management, L.P.SuperinvestorAbrams Capital0$00.00%−312,747−100.0%Sold out
Cartenna Capital, LP0$00.00%−21,000−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−9,793−100.0%Sold out
Andra AP-fonden0$00.00%−8,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−5,162−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−5,034−100.0%Sold out
HBK Investments L P0$00.00%−4,093−100.0%Sold out
Nippon Life Global Investors Americas, Inc.0$00.00%−4,050−100.0%Sold out
Forest Avenue Capital Management LP0$00.00%−3,400−100.0%Sold out
Everence Capital Management Inc0$00.00%−2,380−100.0%Sold out
Duality Advisers, LP0$00.00%−1,986−100.0%Sold out
AMS Capital Ltda0$00.00%−1,981−100.0%Sold out
Angeles Wealth Management, LLC0$00.00%−1,883−100.0%Sold out
HRT Financial LP0$00.00%−1,777−100.0%Sold out
Veritable, L.P.0$00.00%−1,738−100.0%Sold out
Ergoteles LLC0$00.00%−1,478−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−1,305−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−1,042−100.0%Sold out
Westpac Banking Corp0$00.00%−900−100.0%Sold out
Sepio Capital, LP0$00.00%−822−100.0%Sold out
HighVista Strategies LLC0$00.00%−759−100.0%Sold out
CM Wealth Advisors LLC0$00.00%−674−100.0%Sold out
Marshall Wace, LLP0$00.00%−600−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−584−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−450−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−428−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−425−100.0%Sold out
Caxton Associates LP0$00.00%−383−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−344−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−344−100.0%Sold out