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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 470 | $475.5K | 0.13% | +470 | New |
| SeaCrest Wealth Management, LLC | 485 | $474.6K | 0.06% | −14−2.8% | Reduced |
| UniSuper Management Pty Ltd | 467 | $472.4K | 0.01% | +67+16.8% | Added |
| Old National Bancorp | 466 | $471.4K | 0.01% | −10−2.1% | Reduced |
| Roundview Capital LLC | 462 | $467.4K | 0.04% | 00.0% | Unchanged |
| Geller Advisors LLC | 461 | $466.3K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 460 | $465.3K | 0.06% | 00.0% | Unchanged |
| Oak Associates, Ltd | 450 | $455.2K | 0.03% | −85−15.9% | Reduced |
| Vivid Wealth Management, LLC | 447 | $452.2K | 0.31% | +447 | New |
| Clarius Group, LLC | 444 | $449.1K | 0.04% | −29−6.1% | Reduced |
| Diametric Capital, LP | 430 | $435.0K | 0.26% | +430 | New |
| Everhart Financial Group, Inc. | 429 | $434.0K | 0.15% | +49+12.9% | Added |
| Coastal Investment Advisors, Inc. | 419 | $423.9K | 0.10% | +419 | New |
| Tranquility Partners, LLC | 415 | $419.8K | 0.18% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 340 | $416.0K | 0.03% | +340 | New |
| 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 |
| 4J Wealth Management LLC | 409 | $413.3K | 0.38% | −49−10.7% | Reduced |
| Glenview Trust Co | 407 | $411.7K | 0.01% | +63+18.3% | Added |
| Stablepoint Partners, LLC | 407 | $411.7K | 0.11% | +407 | New |
| Eqis Capital Management, Inc. | 402 | $407.1K | 0.03% | −61−13.2% | Reduced |
| Penserra Capital Management LLC | 403 | $407.0K | 0.01% | +94+30.4% | Added |
| 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 |
| Parsons Capital Management Inc | 395 | $399.6K | 0.03% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 391 | $390.3K | 0.23% | +58+17.4% | Added |
| GeoWealth Management, LLC | 385 | $389.0K | 0.03% | +385 | New |
| Boston Private Wealth LLC | 380 | $385.0K | 0.01% | +48+14.5% | Added |
| Pinnacle Associates Ltd | 377 | $381.2K | 0.01% | +1+0.3% | Added |
| Fairway Wealth LLC | 368 | $372.3K | 0.28% | +368 | New |
| Qsemble Capital Management, LP | 366 | $370.2K | 0.09% | +366 | New |
| Spire Wealth Management | 348 | $367.7K | 0.01% | +147+73.1% | Added |
| O'Neil Global Advisors, Inc. | 362 | $366.0K | 0.21% | +362 | New |
| 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 |
| CoreCap Advisors, LLC | 345 | $349.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 344 | $348.0K | 0.02% | −289−45.7% | Reduced |
| First Heartland Consultants, Inc. | 342 | $346.0K | 0.04% | +2+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 342 | $346.0K | 0.03% | 00.0% | Unchanged |
| WMS Partners, LLC | 339 | $342.9K | 0.03% | +339 | New |
| Altiora Financial Group, LLC | 333 | $336.9K | 0.10% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 330 | $333.8K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 328 | $331.8K | 0.01% | −366−52.7% | Reduced |
| Optimum Investment Advisors | 327 | $330.8K | 0.17% | 00.0% | Unchanged |
| Shelton Capital Management | 326 | $329.8K | 0.01% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 326 | $329.8K | 0.17% | +326 | New |
| GAMMA Investing LLC | 301 | $328.9K | 0.09% | +301 | New |
| 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 |
| IFP Advisors, Inc | 323 | $326.9K | 0.02% | +60+22.8% | Added |
| Stratos Wealth Advisors, LLC | 321 | $325.4K | 0.02% | −29−8.3% | Reduced |
| Forum Financial Management, LP | 319 | $322.7K | 0.01% | −7−2.1% | Reduced |
| Tiaa Trust, National Association | 319 | $322.7K | 0.00% | +7+2.2% | Added |
| Axxcess Wealth Management, LLC | 317 | $320.7K | 0.01% | −19−5.7% | Reduced |
| Perennial Advisors, LLC | 315 | $318.7K | 0.08% | −80−20.3% | Reduced |
| GHP Investment Advisors, Inc. | 314 | $317.6K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 314 | $317.6K | 0.09% | +314 | New |
| Pinnacle Wealth Planning Services, Inc. | 309 | $312.6K | 0.05% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 306 | $309.6K | 0.21% | +306 | New |
| Syon Capital LLC | 304 | $307.5K | 0.03% | +17+5.9% | Added |
| Lazard Asset Management LLC | 301 | $304.0K | 0.00% | −121−28.7% | Reduced |
| Westhampton Capital, LLC | 300 | $303.5K | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 297 | $300.4K | 0.01% | −100−25.2% | Reduced |
| ISAM Funds (UK) Ltd | 296 | $299.4K | 0.21% | +296 | New |
| Koshinski Asset Management, Inc. | 292 | $295.4K | 0.04% | +292 | New |
| Quadrant Capital Group LLC | 291 | $294.4K | 0.03% | −1−0.3% | Reduced |
| Sentry Investment Management LLC | 290 | $293.0K | 0.13% | −31−9.7% | Reduced |
| Resonant Capital Advisors, LLC | 289 | $292.4K | 0.03% | +7+2.5% | Added |
| D.A. Davidson & Co. | 288 | $291.3K | 0.00% | +288 | New |
| Nicholas Hoffman & Company, LLC. | 286 | $289.3K | 0.02% | −5−1.7% | Reduced |
| Commerzbank Aktiengesellschaft | 284 | $288.0K | 0.01% | +284 | New |
| Mezzasalma Advisors, LLC | 277 | $280.2K | 0.15% | +277 | New |
| Parallel Advisors, LLC | 270 | $272.8K | 0.01% | −21−7.2% | Reduced |
| LWM Advisory Services, LLC | 267 | $270.1K | 0.24% | −20−7.0% | Reduced |
| Corton Capital Inc. | 266 | $269.1K | 0.09% | +266 | New |
| Ballentine Partners, LLC | 265 | $268.1K | 0.01% | −4−1.5% | Reduced |
| United Asset Strategies, Inc. | 264 | $267.3K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 264 | $267.1K | 0.13% | +264 | New |
| Abn Amro Investment Solutions | 264 | $267.1K | 0.00% | +264 | New |
| Bay Rivers Group | 260 | $263.0K | 0.17% | +260 | New |
| Snowden Capital Advisors LLC | 252 | $254.9K | 0.01% | −31−11.0% | Reduced |
| AMG National Trust Bank | 249 | $251.7K | 0.01% | −17−6.4% | Reduced |
| Harvest Fund Management Co., Ltd | 248 | $251.0K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 241 | $243.9K | 0.01% | +241 | New |
| Morningstar Investment Services LLC | 240 | $243.0K | 0.00% | +240 | New |
| L.M. Kohn & Company | 240 | $242.8K | 0.08% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 240 | $242.8K | 0.00% | +240 | New |
| Carnegie Capital Asset Management, LLC | 239 | $241.8K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 239 | $241.7K | 0.01% | +239 | New |
| V-Square Quantitative Management LLC | 238 | $240.8K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 235 | $237.4K | 0.03% | −22−8.6% | Reduced |
| Daymark Wealth Partners, LLC | 226 | $228.6K | 0.01% | +226 | New |
| Kovack Advisors, Inc. | 224 | $226.7K | 0.03% | +224 | New |
| Fisher Asset Management, LLC | 223 | $226.6K | 0.00% | +223 | New |
| Conning Inc. | 222 | $224.6K | 0.01% | +222 | New |
| Fielder Capital Group LLC | 219 | $221.5K | 0.13% | +219 | New |
| GWM Advisors LLC | 218 | $220.8K | 0.00% | +58+36.3% | Added |
| Hill Investment Group Partners, LLC | 215 | $217.5K | 0.03% | +215 | New |
| D. E. Shaw & Co., Inc. | 214 | $216.5K | 0.00% | −100−31.8% | Reduced |