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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 594 | $591.9K | 0.01% | +110+22.7% | Added |
| Orion Portfolio Solutions, LLC | 594 | $591.9K | 0.01% | +110+22.7% | Added |
| Miracle Mile Advisors, LLC | 586 | $592.8K | 0.02% | +22+3.9% | Added |
| Asset Dedication, LLC | 605 | $609.0K | 0.05% | 00.0% | Unchanged |
| Agf Management Ltd | 603 | $610.0K | 0.00% | +603 | New |
| Strong Tower Advisory Services | 604 | $611.7K | 0.27% | +16+2.7% | Added |
| Moody Lynn & Lieberson, LLC | 605 | $612.0K | 0.05% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 607 | $614.0K | 0.05% | +156+34.6% | Added |
| Cedar Brook Financial Partners, LLC | 604 | $616.0K | 0.14% | +17+2.9% | Added |
| Williams Jones Wealth Management, LLC. | 611 | $618.1K | 0.01% | 00.0% | Unchanged |
| Zega Financial, LLC | 612 | $619.1K | 0.26% | +612 | New |
| Ameritas Investment Partners, Inc. | 615 | $622.1K | 0.02% | −19−3.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 619 | $626.2K | 0.03% | +12+2.0% | Added |
| Bokf, NA | 621 | $628.2K | 0.01% | +24+4.0% | Added |
| First Western Trust Bank | 630 | $637.3K | 0.03% | +630 | New |
| Whittier Trust Co | 637 | $644.4K | 0.01% | −52−7.5% | Reduced |
| Savant Capital, LLC | 639 | $646.5K | 0.01% | +639 | New |
| Wedmont Private Capital | 649 | $647.2K | 0.05% | +137+26.8% | Added |
| First Business Financial Services, Inc. | 652 | $659.6K | 0.08% | 00.0% | Unchanged |
| Cetera Advisors LLC | 652 | $659.7K | 0.01% | +652 | New |
| Concurrent Investment Advisors, LLC | 655 | $661.7K | 0.03% | +655 | New |
| Edgestream Partners, L.P. | 656 | $663.6K | 0.05% | −2,149−76.6% | Reduced |
| Merit Financial Group, LLC | 661 | $668.2K | 0.02% | +25+3.9% | Added |
| Great Valley Advisor Group, Inc. | 664 | $671.6K | 0.02% | +65+10.9% | Added |
| YHB Investment Advisors, Inc. | 664 | $671.7K | 0.07% | 00.0% | Unchanged |
| Fruth Investment Management | 675 | $682.0K | 0.19% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 676 | $683.8K | 0.46% | +676 | New |
| Profund Advisors LLC | 681 | $688.9K | 0.03% | +44+6.9% | Added |
| Vontobel Holding Ltd. | 682 | $689.9K | 0.01% | +3+0.4% | Added |
| Neville Rodie & Shaw Inc | 695 | $703.0K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 698 | $706.1K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 700 | $708.1K | 0.10% | 00.0% | Unchanged |
| Axq Capital, LP | 700 | $708.1K | 0.19% | +700 | New |
| Clearstead Advisors, LLC | 708 | $716.5K | 0.04% | −9−1.3% | Reduced |
| Marex Group plc | 712 | $720.3K | 0.03% | +712 | New |
| Canopy Partners, LLC | 731 | $739.5K | 0.45% | +731 | New |
| Hanlon Investment Management, Inc. | 732 | $740.5K | 0.23% | +732 | New |
| Circle Wealth Management, LLC | 733 | $741.5K | 0.02% | −134−15.5% | Reduced |
| Private Advisor Group, LLC | 734 | $742.4K | 0.01% | +196+36.4% | Added |
| Lake Street Advisors Group, LLC | 734 | $742.7K | 0.04% | +734 | New |
| Meeder Advisory Services, Inc. | 741 | $749.6K | 0.09% | +19+2.6% | Added |
| Marks Group Wealth Management, Inc | 742 | $750.6K | 0.09% | −36−4.6% | Reduced |
| Knollwood Investment Advisory, LLC | 751 | $759.7K | 0.16% | +751 | New |
| National Asset Management, Inc. | 754 | $763.0K | 0.02% | −9−1.2% | Reduced |
| Verdence Capital Advisors LLC | 759 | $767.4K | 0.07% | −178−19.0% | Reduced |
| Souders Financial Advisors | 759 | $767.8K | 0.13% | +41+5.7% | Added |
| Integrated Advisors Network LLC | 760 | $768.8K | 0.04% | −53−6.5% | Reduced |
| Ninepoint Partners LP | 764 | $772.9K | 0.11% | 00.0% | Unchanged |
| Point72 Middle East FZE | 768 | $777.1K | 0.05% | +768 | New |
| Castleark Management LLC | 770 | $778.9K | 0.03% | 00.0% | Unchanged |
| Lake Street Financial LLC | 771 | $779.9K | 0.12% | +771 | New |
| Silvercrest Asset Management Group LLC | 777 | $786.0K | 0.01% | +7+0.9% | Added |
| NEOS Investment Management LLC | 783 | $792.1K | 0.07% | +783 | New |
| Park Avenue Securities LLC | 788 | $797.0K | 0.01% | −9−1.1% | Reduced |
| Horizon Investments, LLC | 791 | $800.2K | 0.02% | +48+6.5% | Added |
| GTS Securities LLC | 797 | $806.2K | 0.02% | +100+14.3% | Added |
| IPG Investment Advisors LLC | 800 | $809.3K | 0.16% | +800 | New |
| Allred Capital Management, LLC | 804 | $813.3K | 0.35% | −5−0.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 806 | $815.0K | 0.79% | +806 | New |
| CWM, LLC | 809 | $819.0K | 0.00% | +39+5.1% | Added |
| Cipher Capital LP | 828 | $837.6K | 0.27% | +828 | New |
| Private Advisory Group LLC | 829 | $838.8K | 0.15% | +829 | New |
| Summit Trail Advisors, LLC | 831 | $840.6K | 0.03% | −11−1.3% | Reduced |
| MAI Capital Management | 838 | $847.7K | 0.01% | +296+54.6% | Added |
| Veriti Management LLC | 839 | $848.3K | 0.08% | +145+20.9% | Added |
| Graham Capital Management, L.P. | 839 | $848.7K | 0.03% | +185+28.3% | Added |
| Vident Advisory, LLC | 858 | $868.0K | 0.02% | +281+48.7% | Added |
| Fidelis Capital Partners, LLC | 862 | $872.0K | 0.19% | +42+5.1% | Added |
| NVWM, LLC | 867 | $877.1K | 0.26% | −24−2.7% | Reduced |
| Duality Advisers, LP | 870 | $880.1K | 0.09% | +870 | New |
| Dynamic Advisor Solutions LLC | 902 | $882.7K | 0.03% | +902 | New |
| Toroso Investments, LLC | 885 | $895.3K | 0.02% | −563−38.9% | Reduced |
| Sapient Capital LLC | 888 | $898.7K | 0.02% | +888 | New |
| Brighton Jones LLC | 894 | $904.0K | 0.04% | +26+3.0% | Added |
| Checchi Capital Advisers, LLC | 909 | $919.5K | 0.07% | +90+11.0% | Added |
| Blue Fin Capital, Inc. | 911 | $921.6K | 0.24% | +183+25.1% | Added |
| Verus Capital Partners, LLC | 912 | $922.6K | 0.11% | +139+18.0% | Added |
| Assenagon Asset Management S.A. | 913 | $923.6K | 0.00% | +48+5.5% | Added |
| Qtron Investments LLC | 925 | $935.7K | 0.15% | 00.0% | Unchanged |
| Simplex Trading, LLC | 931 | $941.0K | 0.03% | −1,630−63.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 933 | $944.0K | 0.02% | −94−9.2% | Reduced |
| Cross Staff Investments Inc | 952 | $963.0K | 0.85% | +85+9.8% | Added |
| Mount Yale Investment Advisors, LLC | 956 | $967.3K | 0.09% | −5−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 958 | $969.1K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 959 | $970.0K | 0.29% | +959 | New |
| Skylands Capital, LLC | 965 | $976.2K | 0.14% | −15−1.5% | Reduced |
| ClearAlpha Technologies LP | 1,003 | $1.01M | 0.39% | +1,003 | New |
| Beacon Pointe Advisors, LLC | 1,010 | $1.02M | 0.01% | +6+0.6% | Added |
| Teza Capital Management LLC | 1,014 | $1.03M | 0.17% | +45+4.6% | Added |
| Aigen Investment Management, LP | 1,035 | $1.05M | 0.19% | −2,059−66.5% | Reduced |
| CORDA Investment Management, LLC. | 1,039 | $1.05M | 0.09% | +1,039 | New |
| Triasima Portfolio Management inc. | 1,050 | $1.06M | 0.09% | +575+121.1% | Added |
| Oppenheimer & Co Inc | 1,059 | $1.07M | 0.02% | +71+7.2% | Added |
| Hikari Tsushin, Inc. | 1,060 | $1.07M | 0.10% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,060 | $1.07M | 0.01% | +53+5.3% | Added |
| Ascent Group, LLC | 970 | $1.08M | 0.10% | +100+11.5% | Added |
| AdvisorNet Financial, Inc | 1,066 | $1.08M | 0.10% | +135+14.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,069 | $1.08M | 0.00% | −675−38.7% | Reduced |
| Quantbot Technologies LP | 1,088 | $1.10M | 0.06% | −597−35.4% | Reduced |
| Omers Administration Corp | 1,100 | $1.11M | 0.01% | +1,100 | New |