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, Q1 2024
Institutional positions in TransDigm Group INC as of Mar 31, 2024. 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
- 936
- +79 vs. Q4 2023
- Shares held
- 53.4M
- −158.5K (−0.3%) vs. Q4 2023
- Total value
- $65.7B
- +$11.8B (+21.8%) vs. Q4 2023
- New holders
- 138
- 322 more added
- Sold out
- 59
- 317 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,567,660 | $8.09B | 1.64% | −3590.0% | Reduced |
| Vanguard Group Inc | 6,047,083 | $7.45B | 0.15% | +58,243+1.0% | Added |
| BlackRock Inc. | 4,472,437 | $5.51B | 0.13% | −29,513−0.7% | Reduced |
| Capital World Investors | 3,535,539 | $4.35B | 0.72% | +442,182+14.3% | Added |
| Principal Financial Group Inc | 2,206,119 | $2.72B | 1.60% | −168,250−7.1% | Reduced |
| State Street Corp | 2,167,411 | $2.67B | 0.12% | +6,158+0.3% | Added |
| Capital Research Global Investors | 1,965,640 | $2.42B | 0.55% | +30,393+1.6% | Added |
| FMR LLC | 1,875,752 | $2.31B | 0.16% | +48,399+2.6% | Added |
| JPMorgan Chase & Co | 1,669,460 | $2.06B | 0.18% | +192,962+13.1% | Added |
| Geode Capital Management, LLC | 1,253,900 | $1.54B | 0.14% | +48,398+4.0% | Added |
| Altarock Partners LLC | 1,156,398 | $1.42B | 30.61% | −81,224−6.6% | Reduced |
| Matrix Capital Management Company, LP | 1,094,900 | $1.35B | 12.53% | 00.0% | Unchanged |
| Morgan Stanley | 1,079,215 | $1.33B | 0.11% | +53,652+5.2% | Added |
| Norges Bank | 801,763 | $987.5M | 0.16% | +20,009+2.6% | Added |
| Stockbridge Partners LLC | 770,048 | $948.4M | 19.54% | −253,890−24.8% | Reduced |
| Invesco Ltd. | 655,568 | $807.4M | 0.17% | −36,646−5.3% | Reduced |
| Price T Rowe Associates Inc | 541,657 | $667.1M | 0.08% | −3,354−0.6% | Reduced |
| Primecap Management Co | 512,294 | $630.9M | 0.47% | +1,300+0.3% | Added |
| Windacre Partnership LLC | 498,000 | $613.3M | 8.43% | −82,200−14.2% | Reduced |
| Northern Trust Corp | 471,452 | $580.6M | 0.10% | −27,481−5.5% | Reduced |
| Bank of America Corp | 356,653 | $439.3M | 0.04% | +21,617+6.5% | Added |
| Vulcan Value Partners, LLC | 337,725 | $415.8M | 6.04% | −49,639−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 329,429 | $405.7M | 0.09% | +9,246+2.9% | Added |
| Bank of New York Mellon Corp | 319,736 | $393.8M | 0.08% | −14,110−4.2% | Reduced |
| Westfield Capital Management Co LP | 315,374 | $388.4M | 2.04% | −4,801−1.5% | Reduced |
| Legal & General Group Plc | 282,406 | $347.8M | 0.10% | −2,902−1.0% | Reduced |
| DF Dent & Co Inc | 233,820 | $288.0M | 3.51% | −4,558−1.9% | Reduced |
| American Century Companies Inc | 225,853 | $278.2M | 0.17% | −23,488−9.4% | Reduced |
| UBS Asset Management Americas Inc | 223,821 | $275.7M | 0.10% | +4,323+2.0% | Added |
| Franklin Resources Inc | 206,242 | $254.0M | 0.08% | +138,102+202.7% | Added |
| Fred Alger Management, LLC | 205,264 | $252.8M | 1.25% | −37,886−15.6% | Reduced |
| Alkeon Capital Management LLC | 195,962 | $241.3M | 1.33% | 00.0% | Unchanged |
| Voya Investment Management LLC | 189,811 | $233.8M | 0.23% | −28,471−13.0% | Reduced |
| UBS Group AG | 185,061 | $227.9M | 0.08% | +148,628+407.9% | Added |
| Goldman Sachs Group Inc | 180,073 | $221.8M | 0.05% | +28,905+19.1% | Added |
| Nuveen Asset Management, LLC | 177,994 | $219.2M | 0.07% | −4,100−2.3% | Reduced |
| Blair William & Co | 177,196 | $218.2M | 0.69% | +4,213+2.4% | Added |
| Wells Fargo & Company | 172,607 | $212.6M | 0.06% | −2,545−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 171,763 | $208.5M | 0.41% | +51,980+43.4% | Added |
| Swiss National Bank | 165,700 | $204.1M | 0.14% | −6,800−3.9% | Reduced |
| Ameriprise Financial Inc | 164,137 | $202.1M | 0.06% | −45,710−21.8% | Reduced |
| Bain Capital Public Equity Management II, LLC | 162,174 | $199.7M | 8.19% | −1,216−0.7% | Reduced |
| Deutsche Bank AG | 158,460 | $195.2M | 0.09% | −32,894−17.2% | Reduced |
| Atalan Capital Partners, LP | 150,000 | $184.7M | 15.27% | −50,000−25.0% | Reduced |
| Meritage Group LP | 144,915 | $178.5M | 4.20% | −143,399−49.7% | Reduced |
| Neuberger Berman Group LLC | 137,950 | $169.9M | 0.14% | +2,577+1.9% | Added |
| Heard Capital LLC | 135,815 | $167.3M | 10.51% | −4,609−3.3% | Reduced |
| APG Asset Management N.V. | 141,751 | $161.6M | 0.28% | +6,188+4.6% | Added |
| Advent International Corp | 131,174 | $161.6M | 2.83% | −68,476−34.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 131,149 | $161.5M | 0.11% | +1,142+0.9% | Added |
| Canada Pension Plan Investment Board | 128,229 | $157.9M | 0.17% | +5,216+4.2% | Added |
| Dimensional Fund Advisors LP | 126,557 | $155.9M | 0.04% | −9,826−7.2% | Reduced |
| Skye Global Management LP | 126,500 | $155.8M | 3.70% | +500+0.4% | Added |
| Barclays PLC | 125,862 | $155.0M | 0.07% | −3,867−3.0% | Reduced |
| National Pension Service | 123,405 | $152.0M | 0.18% | −580.0% | Reduced |
| Sands Capital Management, LLC | 117,010 | $144.1M | 0.40% | +2,381+2.1% | Added |
| Millennium Management LLC | 114,830 | $141.4M | 0.12% | +84,225+275.2% | Added |
| Massachusetts Financial Services Co | 114,399 | $140.9M | 0.04% | +15,667+15.9% | Added |
| EULAV Asset Management | 111,057 | $136.8M | 3.76% | −3,600−3.1% | Reduced |
| Voloridge Investment Management, LLC | 108,930 | $134.2M | 0.49% | −43,836−28.7% | Reduced |
| Rhumbline Advisers | 106,581 | $131.3M | 0.13% | +2,423+2.3% | Added |
| Douglass Winthrop Advisors, LLC | 104,146 | $128.3M | 2.64% | −1,310−1.2% | Reduced |
| HSBC Holdings PLC | 103,754 | $127.7M | 0.09% | +16,800+19.3% | Added |
| Triple Frond Partners LLC | 102,682 | $126.5M | 14.39% | −17,300−14.4% | Reduced |
| Bamco Inc | 100,000 | $123.2M | 0.33% | −25,000−20.0% | Reduced |
| US Bancorp | 98,963 | $121.9M | 0.17% | +2,184+2.3% | Added |
| Bristol John W & Co Inc | 97,964 | $120.7M | 2.05% | +115+0.1% | Added |
| California Public Employees Retirement System | 96,962 | $119.4M | 0.08% | −1,112−1.1% | Reduced |
| Linonia Partnership LP | 95,773 | $118.0M | 10.72% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 93,376 | $115.0M | 5.02% | −3,449−3.6% | Reduced |
| Artisan Partners Limited Partnership | 90,280 | $111.2M | 0.16% | −1,141−1.2% | Reduced |
| Royal Bank of Canada | 89,820 | $110.6M | 0.03% | +22,646+33.7% | Added |
| California State Teachers Retirement System | 88,794 | $109.4M | 0.14% | +1,191+1.4% | Added |
| Douglas Lane & Associates, LLC | 84,532 | $104.1M | 1.47% | −977−1.1% | Reduced |
| Renaissance Technologies LLC | 83,200 | $102.5M | 0.16% | −54,000−39.4% | Reduced |
| State of Michigan Retirement System | 76,192 | $93.8M | 0.50% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 74,028 | $91.2M | 0.29% | −1,314−1.7% | Reduced |
| Wedge Capital Management L L P | 72,681 | $89.5M | 1.45% | −6,312−8.0% | Reduced |
| BNP Paribas Arbitrage, SA | 70,881 | $87.3M | 0.11% | +18,655+35.7% | Added |
| Balyasny Asset Management LLC | 70,679 | $87.0M | 0.22% | +67,910+2,452.5% | Added |
| Capital Group Private Client Services, Inc. | 68,723 | $84.6M | 0.86% | −2,442−3.4% | Reduced |
| Deccan Value Investors L.P. | 68,666 | $84.6M | 100.00% | −20.0% | Reduced |
| Envestnet Asset Management Inc | 66,413 | $81.8M | 0.03% | +1,084+1.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,607 | $80.8M | 0.11% | +9,814+17.6% | Added |
| Raymond James & Associates | 65,528 | $80.7M | 0.05% | −3,552−5.1% | Reduced |
| Alliancebernstein L.P. | 64,495 | $79.4M | 0.03% | −3,872−5.7% | Reduced |
| Credit Suisse AG | 63,734 | $78.5M | 0.08% | −3,312−4.9% | Reduced |
| Korea Investment CORP | 63,082 | $77.7M | 0.20% | −9,404−13.0% | Reduced |
| Employees Retirement System of Texas | 63,000 | $77.6M | 0.85% | −1,000−1.6% | Reduced |
| Argent Capital Management LLC | 61,635 | $75.9M | 2.21% | +61,635 | New |
| Ci Investments Inc. | 57,016 | $70.2M | 0.28% | −587−1.0% | Reduced |
| Bank of Montreal | 55,763 | $68.9M | 0.04% | +708+1.3% | Added |
| Zurich Insurance Group Ltd | 54,697 | $67.4M | 0.62% | −12,564−18.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,439 | $67.0M | 0.29% | +16,923+45.1% | Added |
| Adage Capital Partners GP, L.L.C. | 52,494 | $64.7M | 0.12% | +16,300+45.0% | Added |
| Cartenna Capital, LP | 51,500 | $63.4M | 5.96% | +6,500+14.4% | Added |
| Chicago Capital, LLC | 51,199 | $63.1M | 1.92% | +2,882+6.0% | Added |
| New York State Teachers Retirement System | 50,939 | $62.7M | 0.13% | −670−1.3% | Reduced |
| Eagle Asset Management Inc | 50,281 | $61.0M | 0.31% | −1,172−2.3% | Reduced |
| Capital International Inc | 49,346 | $60.8M | 0.82% | −3,516−6.7% | Reduced |