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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 297 | $300.4K | 0.01% | −100−25.2% | Reduced |
| Westhampton Capital, LLC | 300 | $303.5K | 0.18% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 301 | $304.0K | 0.00% | −121−28.7% | Reduced |
| Syon Capital LLC | 304 | $307.5K | 0.03% | +17+5.9% | Added |
| Integrity Wealth Solutions LLC | 306 | $309.6K | 0.21% | +306 | New |
| Pinnacle Wealth Planning Services, Inc. | 309 | $312.6K | 0.05% | 00.0% | Unchanged |
| Oak Thistle LLC | 314 | $317.6K | 0.09% | +314 | New |
| GHP Investment Advisors, Inc. | 314 | $317.6K | 0.02% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 315 | $318.7K | 0.08% | −80−20.3% | Reduced |
| Axxcess Wealth Management, LLC | 317 | $320.7K | 0.01% | −19−5.7% | Reduced |
| Tiaa Trust, National Association | 319 | $322.7K | 0.00% | +7+2.2% | Added |
| Forum Financial Management, LP | 319 | $322.7K | 0.01% | −7−2.1% | Reduced |
| Stratos Wealth Advisors, LLC | 321 | $325.4K | 0.02% | −29−8.3% | Reduced |
| IFP Advisors, Inc | 323 | $326.9K | 0.02% | +60+22.8% | Added |
| Schechter Investment Advisors, LLC | 325 | $328.8K | 0.03% | −5−1.5% | Reduced |
| Salem Investment Counselors Inc | 325 | $328.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 301 | $328.9K | 0.09% | +301 | New |
| Shelton Capital Management | 326 | $329.8K | 0.01% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 326 | $329.8K | 0.17% | +326 | New |
| Optimum Investment Advisors | 327 | $330.8K | 0.17% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 328 | $331.8K | 0.01% | −366−52.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 330 | $333.8K | 0.01% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 333 | $336.9K | 0.10% | 00.0% | Unchanged |
| WMS Partners, LLC | 339 | $342.9K | 0.03% | +339 | New |
| Pine Valley Investments Ltd Liability Co | 342 | $346.0K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 342 | $346.0K | 0.04% | +2+0.6% | Added |
| Symmetry Partners, LLC | 344 | $348.0K | 0.02% | −289−45.7% | Reduced |
| CoreCap Advisors, LLC | 345 | $349.0K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 353 | $357.1K | 0.17% | −811−69.7% | Reduced |
| Choate Investment Advisors | 353 | $357.1K | 0.01% | −15−4.1% | Reduced |
| O'Neil Global Advisors, Inc. | 362 | $366.0K | 0.21% | +362 | New |
| Spire Wealth Management | 348 | $367.7K | 0.01% | +147+73.1% | Added |
| Qsemble Capital Management, LP | 366 | $370.2K | 0.09% | +366 | New |
| Fairway Wealth LLC | 368 | $372.3K | 0.28% | +368 | New |
| Pinnacle Associates Ltd | 377 | $381.2K | 0.01% | +1+0.3% | Added |
| Boston Private Wealth LLC | 380 | $385.0K | 0.01% | +48+14.5% | Added |
| GeoWealth Management, LLC | 385 | $389.0K | 0.03% | +385 | New |
| Fortress Wealth Group, LLC | 391 | $390.3K | 0.23% | +58+17.4% | Added |
| Parsons Capital Management Inc | 395 | $399.6K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 400 | $404.6K | 0.01% | −13−3.1% | Reduced |
| Shay Capital LLC | 400 | $404.6K | 0.16% | 00.0% | Unchanged |
| Little House Capital LLC | 400 | $404.6K | 0.15% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 403 | $407.0K | 0.01% | +94+30.4% | Added |
| Eqis Capital Management, Inc. | 402 | $407.1K | 0.03% | −61−13.2% | Reduced |
| Glenview Trust Co | 407 | $411.7K | 0.01% | +63+18.3% | Added |
| Stablepoint Partners, LLC | 407 | $411.7K | 0.11% | +407 | New |
| 4J Wealth Management LLC | 409 | $413.3K | 0.38% | −49−10.7% | Reduced |
| FineMark National Bank & Trust | 410 | $414.8K | 0.02% | −9−2.1% | Reduced |
| Ostrum Asset Management | 410 | $414.8K | 0.04% | +2+0.5% | Added |
| HighPoint Advisor Group LLC | 340 | $416.0K | 0.03% | +340 | New |
| Tranquility Partners, LLC | 415 | $419.8K | 0.18% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 419 | $423.9K | 0.10% | +419 | New |
| Everhart Financial Group, Inc. | 429 | $434.0K | 0.15% | +49+12.9% | Added |
| Diametric Capital, LP | 430 | $435.0K | 0.26% | +430 | New |
| Clarius Group, LLC | 444 | $449.1K | 0.04% | −29−6.1% | Reduced |
| Vivid Wealth Management, LLC | 447 | $452.2K | 0.31% | +447 | New |
| Oak Associates, Ltd | 450 | $455.2K | 0.03% | −85−15.9% | Reduced |
| Webster Bank, N. A. | 460 | $465.3K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 461 | $466.3K | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 462 | $467.4K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 466 | $471.4K | 0.01% | −10−2.1% | Reduced |
| UniSuper Management Pty Ltd | 467 | $472.4K | 0.01% | +67+16.8% | Added |
| SeaCrest Wealth Management, LLC | 485 | $474.6K | 0.06% | −14−2.8% | Reduced |
| Atlantic Trust, LLC | 470 | $475.5K | 0.13% | +470 | New |
| Dorsey & Whitney Trust CO LLC | 470 | $475.5K | 0.04% | +7+1.5% | Added |
| Resources Investment Advisors, LLC. | 475 | $480.5K | 0.01% | +42+9.7% | Added |
| Contravisory Investment Management, Inc. | 478 | $483.5K | 0.12% | +5+1.1% | Added |
| Atria Wealth Solutions, Inc. | 479 | $484.7K | 0.01% | +155+47.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 485 | $490.6K | 0.01% | −61−11.2% | Reduced |
| Apollon Wealth Management, LLC | 486 | $491.8K | 0.02% | +122+33.5% | Added |
| Crescent Grove Advisors, LLC | 490 | $495.7K | 0.06% | 00.0% | Unchanged |
| Gries Financial LLC | 490 | $495.7K | 0.11% | +54+12.4% | Added |
| FDx Advisors, Inc. | 492 | $498.0K | 0.04% | +144+41.4% | Added |
| Marble Harbor Investment Counsel, LLC | 500 | $505.8K | 0.06% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 500 | $505.8K | 0.29% | +500 | New |
| Premier Path Wealth Partners, LLC | 504 | $509.7K | 0.11% | +504 | New |
| Achmea Investment Management B.V. | 506 | $511.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 506 | $511.6K | 0.01% | +92+22.2% | Added |
| JMG Financial Group, Ltd. | 513 | $519.0K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 513 | $519.0K | 0.01% | +86+20.1% | Added |
| Acadian Asset Management LLC | 516 | $521.0K | 0.00% | +477+1,223.1% | Added |
| HB Wealth Management, LLC | 519 | $525.1K | 0.01% | +73+16.4% | Added |
| Desjardins Global Asset Management Inc. | 524 | $530.1K | 0.06% | +7+1.4% | Added |
| Huntington National Bank | 529 | $535.1K | 0.00% | +149+39.2% | Added |
| First Manhattan Co | 530 | $536.1K | 0.00% | −9−1.7% | Reduced |
| Proficio Capital Partners LLC | 535 | $541.3K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 544 | $550.3K | 0.09% | −199−26.8% | Reduced |
| NorthRock Partners, LLC | 550 | $556.4K | 0.02% | +307+126.3% | Added |
| Coastal Bridge Advisors, LLC | 552 | $558.4K | 0.14% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 552 | $558.4K | 0.13% | +79+16.7% | Added |
| Montag A & Associates Inc | 554 | $560.4K | 0.03% | +141+34.1% | Added |
| New England Research & Management, Inc. | 555 | $561.0K | 0.30% | −90−14.0% | Reduced |
| Silver Oak Securities, Inc | 556 | $562.0K | 0.08% | +556 | New |
| Prelude Capital Management, LLC | 557 | $563.5K | 0.05% | +112+25.2% | Added |
| Transcend Wealth Collective, LLC | 563 | $569.5K | 0.05% | −9−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 564 | $571.0K | 0.01% | +13+2.4% | Added |
| Coldstream Capital Management Inc | 570 | $576.6K | 0.02% | +9+1.6% | Added |
| Cigna Investments Inc | 571 | $577.0K | 0.12% | +7+1.2% | Added |
| Signaturefd, LLC | 578 | $585.2K | 0.01% | +27+4.9% | Added |
| Northern Financial Advisors Inc | 580 | $586.7K | 0.49% | 00.0% | Unchanged |