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 |
|---|---|---|---|---|---|
| MAI Capital Management | 838 | $847.7K | 0.01% | +296+54.6% | Added |
| Summit Trail Advisors, LLC | 831 | $840.6K | 0.03% | −11−1.3% | Reduced |
| Private Advisory Group LLC | 829 | $838.8K | 0.15% | +829 | New |
| Cipher Capital LP | 828 | $837.6K | 0.27% | +828 | New |
| CWM, LLC | 809 | $819.0K | 0.00% | +39+5.1% | Added |
| Meadow Creek Wealth Advisors LLC | 806 | $815.0K | 0.79% | +806 | New |
| Allred Capital Management, LLC | 804 | $813.3K | 0.35% | −5−0.6% | Reduced |
| IPG Investment Advisors LLC | 800 | $809.3K | 0.16% | +800 | New |
| GTS Securities LLC | 797 | $806.2K | 0.02% | +100+14.3% | Added |
| Horizon Investments, LLC | 791 | $800.2K | 0.02% | +48+6.5% | Added |
| Park Avenue Securities LLC | 788 | $797.0K | 0.01% | −9−1.1% | Reduced |
| NEOS Investment Management LLC | 783 | $792.1K | 0.07% | +783 | New |
| Silvercrest Asset Management Group LLC | 777 | $786.0K | 0.01% | +7+0.9% | Added |
| Lake Street Financial LLC | 771 | $779.9K | 0.12% | +771 | New |
| Castleark Management LLC | 770 | $778.9K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 768 | $777.1K | 0.05% | +768 | New |
| Ninepoint Partners LP | 764 | $772.9K | 0.11% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 760 | $768.8K | 0.04% | −53−6.5% | Reduced |
| Souders Financial Advisors | 759 | $767.8K | 0.13% | +41+5.7% | Added |
| Verdence Capital Advisors LLC | 759 | $767.4K | 0.07% | −178−19.0% | Reduced |
| National Asset Management, Inc. | 754 | $763.0K | 0.02% | −9−1.2% | Reduced |
| Knollwood Investment Advisory, LLC | 751 | $759.7K | 0.16% | +751 | New |
| Marks Group Wealth Management, Inc | 742 | $750.6K | 0.09% | −36−4.6% | Reduced |
| Meeder Advisory Services, Inc. | 741 | $749.6K | 0.09% | +19+2.6% | Added |
| Lake Street Advisors Group, LLC | 734 | $742.7K | 0.04% | +734 | New |
| Private Advisor Group, LLC | 734 | $742.4K | 0.01% | +196+36.4% | Added |
| Circle Wealth Management, LLC | 733 | $741.5K | 0.02% | −134−15.5% | Reduced |
| Hanlon Investment Management, Inc. | 732 | $740.5K | 0.23% | +732 | New |
| Canopy Partners, LLC | 731 | $739.5K | 0.45% | +731 | New |
| Marex Group plc | 712 | $720.3K | 0.03% | +712 | New |
| Clearstead Advisors, LLC | 708 | $716.5K | 0.04% | −9−1.3% | Reduced |
| Toth Financial Advisory Corp | 700 | $708.1K | 0.10% | 00.0% | Unchanged |
| Axq Capital, LP | 700 | $708.1K | 0.19% | +700 | New |
| Altshuler Shaham Ltd | 698 | $706.1K | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 695 | $703.0K | 0.06% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 682 | $689.9K | 0.01% | +3+0.4% | Added |
| Profund Advisors LLC | 681 | $688.9K | 0.03% | +44+6.9% | Added |
| Semanteon Capital Management, LP | 676 | $683.8K | 0.46% | +676 | New |
| Fruth Investment Management | 675 | $682.0K | 0.19% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 664 | $671.7K | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 664 | $671.6K | 0.02% | +65+10.9% | Added |
| Merit Financial Group, LLC | 661 | $668.2K | 0.02% | +25+3.9% | Added |
| Edgestream Partners, L.P. | 656 | $663.6K | 0.05% | −2,149−76.6% | Reduced |
| Concurrent Investment Advisors, LLC | 655 | $661.7K | 0.03% | +655 | New |
| Cetera Advisors LLC | 652 | $659.7K | 0.01% | +652 | New |
| First Business Financial Services, Inc. | 652 | $659.6K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 649 | $647.2K | 0.05% | +137+26.8% | Added |
| Savant Capital, LLC | 639 | $646.5K | 0.01% | +639 | New |
| Whittier Trust Co | 637 | $644.4K | 0.01% | −52−7.5% | Reduced |
| First Western Trust Bank | 630 | $637.3K | 0.03% | +630 | New |
| Bokf, NA | 621 | $628.2K | 0.01% | +24+4.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 619 | $626.2K | 0.03% | +12+2.0% | Added |
| Ameritas Investment Partners, Inc. | 615 | $622.1K | 0.02% | −19−3.0% | Reduced |
| Zega Financial, LLC | 612 | $619.1K | 0.26% | +612 | New |
| Williams Jones Wealth Management, LLC. | 611 | $618.1K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 604 | $616.0K | 0.14% | +17+2.9% | Added |
| Siemens Fonds Invest GmbH | 607 | $614.0K | 0.05% | +156+34.6% | Added |
| Moody Lynn & Lieberson, LLC | 605 | $612.0K | 0.05% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 604 | $611.7K | 0.27% | +16+2.7% | Added |
| Agf Management Ltd | 603 | $610.0K | 0.00% | +603 | New |
| Asset Dedication, LLC | 605 | $609.0K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 586 | $592.8K | 0.02% | +22+3.9% | Added |
| 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 |
| Northern Financial Advisors Inc | 580 | $586.7K | 0.49% | 00.0% | Unchanged |
| Signaturefd, LLC | 578 | $585.2K | 0.01% | +27+4.9% | Added |
| Cigna Investments Inc | 571 | $577.0K | 0.12% | +7+1.2% | Added |
| Coldstream Capital Management Inc | 570 | $576.6K | 0.02% | +9+1.6% | Added |
| Integrated Wealth Concepts LLC | 564 | $571.0K | 0.01% | +13+2.4% | Added |
| Transcend Wealth Collective, LLC | 563 | $569.5K | 0.05% | −9−1.6% | Reduced |
| Prelude Capital Management, LLC | 557 | $563.5K | 0.05% | +112+25.2% | Added |
| Silver Oak Securities, Inc | 556 | $562.0K | 0.08% | +556 | New |
| New England Research & Management, Inc. | 555 | $561.0K | 0.30% | −90−14.0% | Reduced |
| Montag A & Associates Inc | 554 | $560.4K | 0.03% | +141+34.1% | 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 |
| NorthRock Partners, LLC | 550 | $556.4K | 0.02% | +307+126.3% | Added |
| Baker Tilly Wealth Management, LLC | 544 | $550.3K | 0.09% | −199−26.8% | Reduced |
| Proficio Capital Partners LLC | 535 | $541.3K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 530 | $536.1K | 0.00% | −9−1.7% | Reduced |
| Huntington National Bank | 529 | $535.1K | 0.00% | +149+39.2% | Added |
| Desjardins Global Asset Management Inc. | 524 | $530.1K | 0.06% | +7+1.4% | Added |
| HB Wealth Management, LLC | 519 | $525.1K | 0.01% | +73+16.4% | Added |
| Acadian Asset Management LLC | 516 | $521.0K | 0.00% | +477+1,223.1% | Added |
| QRG Capital Management, Inc. | 513 | $519.0K | 0.01% | +86+20.1% | Added |
| JMG Financial Group, Ltd. | 513 | $519.0K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 506 | $511.6K | 0.01% | +92+22.2% | Added |
| Achmea Investment Management B.V. | 506 | $511.0K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 504 | $509.7K | 0.11% | +504 | New |
| 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 |
| FDx Advisors, Inc. | 492 | $498.0K | 0.04% | +144+41.4% | 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 |
| Apollon Wealth Management, LLC | 486 | $491.8K | 0.02% | +122+33.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 485 | $490.6K | 0.01% | −61−11.2% | Reduced |
| Atria Wealth Solutions, Inc. | 479 | $484.7K | 0.01% | +155+47.8% | Added |
| Contravisory Investment Management, Inc. | 478 | $483.5K | 0.12% | +5+1.1% | Added |
| Resources Investment Advisors, LLC. | 475 | $480.5K | 0.01% | +42+9.7% | Added |
| Dorsey & Whitney Trust CO LLC | 470 | $475.5K | 0.04% | +7+1.5% | Added |