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Livermore
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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, Q4 2023

Institutional positions in TransDigm Group INC as of Dec 31, 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
864
+103 vs. Q3 2023
Shares held
53.7M
+638.0K (+1.2%) vs. Q3 2023
Total value
$54.1B
+$9.36B (+20.9%) vs. Q3 2023
New holders
154
302 more added
Sold out
51
265 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 864 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 heldQ4 2023: $54.1B
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, Q4 2023

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2023.

Institutions holding TDG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$80.00%0New
Thompson Siegel & Walmsley LLC1$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC1$1.00K0.00%00.0%Unchanged
Plato Investment Management Ltd1$1.01K0.00%+1New
Delos Wealth Advisors, LLC1$1.01K0.00%00.0%Unchanged
True Wealth Design, LLC1$1.01K0.00%00.0%Unchanged
North Star Investment Management Corp.1$1.01K0.00%00.0%Unchanged
Highline Wealth Partners LLC1$1.01K0.00%00.0%Unchanged
Jones Financial Companies LLLP1$1.01K0.00%+1New
Johnson Financial Group, Inc.1$1.01K0.00%+1New
ClariVest Asset Management LLC1$1.01K0.00%00.0%Unchanged
Sunbelt Securities, Inc.1$1.05K0.00%+1New
LM Advisors LLC1$1.48K0.00%+1New
Sofos Investments, Inc.1$1.77K0.00%+1Added
Colonial Trust Co2$1.86K0.00%+2New
American National Bank2$2.02K0.00%00.0%Unchanged
Financial Perspectives, Inc2$2.02K0.00%00.0%Unchanged
Global Financial Private Client, LLC2$2.02K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC2$2.02K0.00%+2New
Moisand Fitzgerald Tamayo, LLC2$2.02K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$2.02K0.00%00.0%Unchanged
Atlas Capital Advisors LLC3$3.03K0.00%00.0%Unchanged
Creative Financial Designs Inc3$3.04K0.00%00.0%Unchanged
Gradient Investments LLC3$3.04K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC3$3.04K0.00%+3New
Frank, Rimerman Advisors LLC3$3.04K0.00%+3New
Aspect Partners, LLC3$3.04K0.00%+3New
Dunhill Financial, LLC3$3.13K0.00%+3New
TSFG, LLC4$4.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P4$4.00K0.00%+4New
Hollencrest Capital Management4$4.05K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC4$4.05K0.00%00.0%Unchanged
Tortoise Investment Management, LLC4$4.05K0.00%00.0%Unchanged
Eagle Bay Advisors LLC4$4.05K0.00%00.0%Unchanged
Aspire Private Capital, LLC4$4.05K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$4.05K0.00%00.0%Unchanged
SJS Investment Consulting Inc.4$4.05K0.00%−1−20.0%Reduced
Capital Advisors, Ltd. LLC5$5.00K0.00%00.0%Unchanged
LGT Financial Advisors LLC5$5.06K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$5.06K0.00%00.0%Unchanged
Manchester Capital Management LLC5$5.06K0.00%+5New
Hexagon Capital Partners LLC5$5.06K0.00%+5New
Long Island Wealth Management, Inc.6$6.00K0.00%+6New
Lee Financial Co6$6.07K0.00%00.0%Unchanged
Fortitude Family Office, LLC6$6.07K0.00%+6New
DiNuzzo Private Wealth, Inc.6$6.07K0.00%+6New
Baystate Wealth Management LLC6$6.29K0.00%+6New
Harbor Investment Advisory, LLC6$6.52K0.00%+3+100.0%Added
Semmax Financial Advisors Inc.6$6.73K0.00%00.0%Unchanged
Tradition Wealth Management, LLC7$7.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC7$7.08K0.00%00.0%Unchanged
Versant Capital Management, Inc7$7.08K0.00%00.0%Unchanged
Bellevue Asset Management, LLC7$7.08K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC7$7.08K0.01%+7New
Rakuten Securities, Inc.7$7.08K0.01%+7New
Fairman Group, LLC7$7.08K0.01%+7New
Avion Wealth8$8.00K0.00%+1+14.3%Added
Bogart Wealth, LLC8$8.09K0.00%00.0%Unchanged
Raleigh Capital Management Inc.8$8.57K0.00%+7+700.0%Added
Abound Wealth Management9$8.72K0.00%+1+12.5%Added
Rocky Mountain Advisers, LLC9$9.10K0.00%00.0%Unchanged
Piscataqua Savings Bank9$9.10K0.01%00.0%Unchanged
HWG Holdings LP10$10.1K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.10$10.1K0.01%+10New
Pin Oak Investment Advisors Inc11$11.0K0.01%+11New
Bell Investment Advisors, Inc11$11.1K0.00%−2−15.4%Reduced
Central Trust Co11$11.1K0.00%00.0%Unchanged
Global Wealth Strategies & Associates11$11.1K0.00%00.0%Unchanged
West Paces Advisors Inc.11$11.1K0.00%+11New
Financial Management Professionals, Inc.13$13.0K0.00%00.0%Unchanged
Planning Capital Management Corp13$13.2K0.01%+13New
Red Tortoise LLC14$14.2K0.01%00.0%Unchanged
Quarry LP14$14.2K0.01%+14New
Sachetta, LLC15$15.2K0.01%+15New
Tucker Asset Management LLC16$16.2K0.00%00.0%Unchanged
Raffa Wealth Management, LLC17$17.2K0.01%00.0%Unchanged
CVA Family Office, LLC17$17.2K0.00%+17New
DT Investment Partners, LLC16$17.4K0.00%00.0%Unchanged
MV Capital Management, Inc.18$18.2K0.00%−1−5.3%Reduced
JFS Wealth Advisors, LLC18$18.2K0.00%00.0%Unchanged
Global Trust Asset Management, LLC18$18.2K0.01%00.0%Unchanged
Providence Capital Advisors, LLC18$18.2K0.00%00.0%Unchanged
Archer Investment Corp18$18.2K0.01%00.0%Unchanged
Headlands Technologies LLC19$19.2K0.01%−67−77.9%Reduced
Sit Investment Associates Inc20$20.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.20$20.2K0.00%00.0%Unchanged
Atticus Wealth Management, LLC20$20.2K0.01%00.0%Unchanged
St Germain D J Co Inc21$21.2K0.00%+21New
Beaird Harris Wealth Management, LLC21$21.2K0.00%+21New
Rise Advisors, LLC23$23.1K0.02%+1+4.5%Added
Annis Gardner Whiting Capital Advisors, LLC23$23.3K0.01%00.0%Unchanged
Larson Financial Group LLC23$23.3K0.00%+23New
Covestor Ltd24$25.0K0.02%00.0%Unchanged
Compagnie Lombard Odier SCmA25$25.3K0.00%+25New
Oakworth Capital, Inc.26$26.3K0.00%+26New
SYSTM Wealth Solutions LLC29$29.5K0.00%+29New
Umb Bank N A30$30.3K0.00%+1+3.4%Added
Cullen/Frost Bankers, Inc.31$31.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc34$34.4K0.00%00.0%Unchanged
Rothschild Investment LLC35$35.4K0.00%+35New