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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 37 | $37.4K | 0.01% | +37 | New |
| Oliver Lagore Vanvalin Investment Group | 37 | $37.6K | 0.01% | +12+48.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 39 | $39.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 42 | $42.5K | 0.03% | +23+121.1% | Added |
| Frazier Financial Advisors, LLC | 43 | $43.5K | 0.04% | +43 | New |
| Harbour Investments, Inc. | 44 | $44.5K | 0.00% | +13+41.9% | Added |
| Ronald Blue Trust, Inc. | 54 | $46.0K | 0.00% | +31+134.8% | Added |
| Impact Partnership Wealth, LLC | 49 | $49.6K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $50.6K | 0.02% | +50 | New |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $54.6K | 0.00% | +1+1.9% | Added |
| Washington Trust Co | 55 | $55.6K | 0.00% | −9−14.1% | Reduced |
| Smithfield Trust Co | 56 | $56.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 70 | $70.8K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 71 | $71.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 71 | $71.8K | 0.04% | +71 | New |
| Turtle Creek Wealth Advisors, LLC | 72 | $72.8K | 0.02% | +72 | New |
| Psagot Value Holdings Ltd. / (Israel) | 73 | $74.0K | 0.03% | +60+461.5% | Added |
| Union Savings Bank | 75 | $75.9K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 75 | $75.9K | 0.01% | −80−51.6% | Reduced |
| NBC Securities, Inc. | 79 | $80.0K | 0.01% | −2−2.5% | Reduced |
| TFC Financial Management | 84 | $85.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 87 | $88.0K | 0.01% | +11+14.5% | Added |
| Global Retirement Partners, LLC | 90 | $92.5K | 0.00% | +12+15.4% | Added |
| Smartleaf Asset Management LLC | 92 | $93.2K | 0.02% | +92 | New |
| Deseret Mutual Benefit Administrators | 93 | $94.1K | 0.05% | −38−29.0% | Reduced |
| Silicon Valley Capital Partners | 94 | $95.4K | 0.02% | +3+3.3% | Added |
| Arlington Trust Co LLC | 95 | $96.1K | 0.03% | +50+111.1% | Added |
| Alta Advisers Ltd | 100 | $101.2K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $101.2K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Advisors | 103 | $104.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 105 | $106.0K | 0.02% | +47+81.0% | Added |
| TD Private Client Wealth LLC | 106 | $107.2K | 0.00% | +13+14.0% | Added |
| Proequities, Inc. | 114 | $115.3K | 0.01% | +7+6.5% | Added |
| HHM Wealth Advisors, LLC | 117 | $118.0K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 123 | $124.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 123 | $124.5K | 0.02% | +10+8.8% | Added |
| Pinnacle Bancorp, Inc. | 124 | $125.4K | 0.04% | −19−13.3% | Reduced |
| Massmutual Trust Co FSB | 126 | $127.5K | 0.00% | +37+41.6% | Added |
| Lindbrook Capital, LLC | 127 | $128.5K | 0.01% | +43+51.2% | Added |
| Hazlett, Burt & Watson, Inc. | 128 | $129.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 131 | $132.5K | 0.02% | −27−17.1% | Reduced |
| Rakuten Investment Management, Inc. | 137 | $138.8K | 0.00% | +137 | New |
| FSA Wealth Management LLC | 139 | $141.0K | 0.07% | +139 | New |
| AXS Investments LLC | 140 | $141.6K | 0.03% | −5−3.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 140 | $141.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $152.3K | 0.01% | +77+104.1% | Added |
| Private Trust Co NA | 163 | $164.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 166 | $167.7K | 0.02% | −9−5.1% | Reduced |
| Leonteq Securities AG | 171 | $173.0K | 0.02% | +60+54.1% | Added |
| Allianz Asset Management GmbH | 177 | $179.1K | 0.00% | −116−39.6% | Reduced |
| First Horizon Advisors, Inc. | 179 | $181.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 179 | $181.1K | 0.04% | +179 | New |
| Washington Trust Advisors, Inc. | 192 | $194.2K | 0.02% | +192 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $196.7K | 0.00% | +10+5.9% | Added |
| TriaGen Wealth Management LLC | 198 | $200.3K | 0.10% | +198 | New |
| Welch Group, LLC | 200 | $202.3K | 0.01% | +200 | New |
| Horan Capital Advisors, LLC. | 200 | $202.3K | 0.07% | +200 | New |
| Rathbone Brothers plc | 205 | $207.4K | 0.00% | +205 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 208 | $210.4K | 0.02% | +208 | New |
| Wealth Alliance | 209 | $211.1K | 0.03% | +209 | New |
| Biltmore Family Office, LLC | 209 | $211.4K | 0.04% | +209 | New |
| RMB Capital Management, LLC | 210 | $212.4K | 0.01% | +210 | New |
| LGL Partners, LLC | 212 | $214.5K | 0.03% | +212 | New |
| Chicago Trust Co NA | 213 | $215.5K | 0.05% | +213 | New |
| D. E. Shaw & Co., Inc. | 214 | $216.5K | 0.00% | −100−31.8% | Reduced |
| Hill Investment Group Partners, LLC | 215 | $217.5K | 0.03% | +215 | New |
| GWM Advisors LLC | 218 | $220.8K | 0.00% | +58+36.3% | Added |
| Fielder Capital Group LLC | 219 | $221.5K | 0.13% | +219 | New |
| Conning Inc. | 222 | $224.6K | 0.01% | +222 | New |
| Fisher Asset Management, LLC | 223 | $226.6K | 0.00% | +223 | New |
| Kovack Advisors, Inc. | 224 | $226.7K | 0.03% | +224 | New |
| Daymark Wealth Partners, LLC | 226 | $228.6K | 0.01% | +226 | New |
| Sage Mountain Advisors LLC | 235 | $237.4K | 0.03% | −22−8.6% | Reduced |
| V-Square Quantitative Management LLC | 238 | $240.8K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 239 | $241.7K | 0.01% | +239 | New |
| Carnegie Capital Asset Management, LLC | 239 | $241.8K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 240 | $242.8K | 0.08% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 240 | $242.8K | 0.00% | +240 | New |
| Morningstar Investment Services LLC | 240 | $243.0K | 0.00% | +240 | New |
| RFG Advisory, LLC | 241 | $243.9K | 0.01% | +241 | New |
| Harvest Fund Management Co., Ltd | 248 | $251.0K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 249 | $251.7K | 0.01% | −17−6.4% | Reduced |
| Snowden Capital Advisors LLC | 252 | $254.9K | 0.01% | −31−11.0% | Reduced |
| Bay Rivers Group | 260 | $263.0K | 0.17% | +260 | New |
| Skopos Labs, Inc. | 264 | $267.1K | 0.13% | +264 | New |
| Abn Amro Investment Solutions | 264 | $267.1K | 0.00% | +264 | New |
| United Asset Strategies, Inc. | 264 | $267.3K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 265 | $268.1K | 0.01% | −4−1.5% | Reduced |
| Corton Capital Inc. | 266 | $269.1K | 0.09% | +266 | New |
| LWM Advisory Services, LLC | 267 | $270.1K | 0.24% | −20−7.0% | Reduced |
| Parallel Advisors, LLC | 270 | $272.8K | 0.01% | −21−7.2% | Reduced |
| Mezzasalma Advisors, LLC | 277 | $280.2K | 0.15% | +277 | New |
| Commerzbank Aktiengesellschaft | 284 | $288.0K | 0.01% | +284 | New |
| Nicholas Hoffman & Company, LLC. | 286 | $289.3K | 0.02% | −5−1.7% | Reduced |
| D.A. Davidson & Co. | 288 | $291.3K | 0.00% | +288 | New |
| Resonant Capital Advisors, LLC | 289 | $292.4K | 0.03% | +7+2.5% | Added |
| Sentry Investment Management LLC | 290 | $293.0K | 0.13% | −31−9.7% | Reduced |
| Quadrant Capital Group LLC | 291 | $294.4K | 0.03% | −1−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 292 | $295.4K | 0.04% | +292 | New |
| ISAM Funds (UK) Ltd | 296 | $299.4K | 0.21% | +296 | New |