TransDigm Group INC

TDG

Exchange: NYSE
Industry: Aircraft Parts & Auxiliary Equipment, NEC
SEC CIK: 0001260221

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2024: 936 institutions

Value heldQ1 2024: $65.7B

Institutions holding TDG and their total value by quarter
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.

Institutions holding TDG in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$7	0.00%	0	Unchanged
Pacific Center for Financial Services	0	$21	0.00%	0	New
Capital Analysts, LLC	1	$1.00K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	1	$1.23K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	1	$1.23K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	1	$1.23K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	1	$1.23K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	1	$1.23K	0.00%	+1	New
Anfield Capital Management, LLC	1	$1.23K	0.00%	+1	New
MCF Advisors LLC	1	$1.23K	0.00%	+1	New
Center for Financial Planning, Inc.	1	$1.23K	0.00%	+1	New
WR Wealth Planners, LLC	1	$1.23K	0.00%	+1	New
ClariVest Asset Management LLC	1	$1.23K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	1	$1.80K	0.00%	−2−66.7%	Reduced
Global Financial Private Client, LLC	2	$2.43K	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	2	$2.44K	0.00%	−1,330−99.8%	Reduced
Eagle Bay Advisors LLC	2	$2.46K	0.00%	−2−50.0%	Reduced
Financial Perspectives, Inc	2	$2.46K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	2	$2.46K	0.00%	+2	New
Moisand Fitzgerald Tamayo, LLC	2	$2.46K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	2	$2.46K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	2	$2.46K	0.00%	+1+100.0%	Added
Opal Wealth Advisors, LLC	2	$2.46K	0.00%	+2	New
Atlas Capital Advisors LLC	3	$3.69K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	3	$3.69K	0.00%	00.0%	Unchanged
Gradient Investments LLC	3	$3.69K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	3	$3.69K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	3	$3.69K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	3	$3.69K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	3	$3.69K	0.00%	+3	New
Clear Investment Research, LLC	3	$3.69K	0.00%	+3	New
Psagot Value Holdings Ltd. / (Israel)	3	$4.00K	0.04%	−70−95.9%	Reduced
First PREMIER Bank	3	$4.00K	0.00%	+3	New
Colonial Trust Co	3	$4.31K	0.00%	+1+50.0%	Added
Larson Financial Group LLC	4	$4.93K	0.00%	−19−82.6%	Reduced
Hollencrest Capital Management	4	$4.93K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	4	$4.93K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	4	$4.93K	0.00%	00.0%	Unchanged
South State Corp.	4	$4.93K	0.00%	+4	New
SJS Investment Consulting Inc.	4	$4.93K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	5	$6.16K	0.01%	00.0%	Unchanged
Sofos Investments, Inc.	4	$6.35K	0.00%	+3+300.0%	Added
Penserra Capital Management LLC	6	$7.00K	0.00%	−397−98.5%	Reduced
Capital Advisors, Ltd. LLC	6	$7.00K	0.00%	+1+20.0%	Added
Beaird Harris Wealth Management, LLC	6	$7.39K	0.00%	−15−71.4%	Reduced
Bellevue Asset Management, LLC	6	$7.39K	0.00%	−1−14.3%	Reduced
Fortitude Family Office, LLC	6	$7.39K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	6	$7.39K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	6	$7.39K	0.00%	+1+20.0%	Added
Richardson Financial Services Inc.	6	$7.39K	0.01%	+6	New
Sunbelt Securities, Inc.	6	$7.43K	0.00%	+5+500.0%	Added
Semmax Financial Advisors Inc.	6	$7.68K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	7	$8.28K	0.00%	+1+16.7%	Added
Cedar Wealth Management, LLC	7	$8.62K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	7	$8.62K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	7	$8.62K	0.01%	00.0%	Unchanged
Fairman Group, LLC	7	$8.62K	0.01%	00.0%	Unchanged
Avion Wealth	7	$9.00K	0.00%	−1−12.5%	Reduced
Bogart Wealth, LLC	8	$9.85K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	8	$9.85K	0.00%	+8	New
Abound Wealth Management	9	$10.6K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	9	$11.1K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	9	$11.1K	0.01%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	10	$12.3K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	11	$13.5K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	11	$13.5K	0.01%	00.0%	Unchanged
Sachetta, LLC	15	$15.2K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	13	$16.0K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	13	$16.0K	0.00%	−7−35.0%	Reduced
Planning Capital Management Corp	13	$16.0K	0.01%	00.0%	Unchanged
Rakuten Securities, Inc.	13	$16.0K	0.01%	+6+85.7%	Added
Red Tortoise LLC	14	$17.2K	0.01%	00.0%	Unchanged
Continuum Advisory, LLC	14	$18.5K	0.00%	+14	New
Central Trust Co	15	$18.5K	0.00%	+4+36.4%	Added
Cullen/Frost Bankers, Inc.	16	$19.7K	0.00%	−15−48.4%	Reduced
DT Investment Partners, LLC	16	$19.7K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	16	$19.7K	0.00%	00.0%	Unchanged
Quarry LP	16	$19.7K	0.01%	+2+14.3%	Added
Tortoise Investment Management, LLC	16	$19.7K	0.00%	+12+300.0%	Added
CVA Family Office, LLC	17	$20.9K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	18	$22.2K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	18	$22.2K	0.01%	00.0%	Unchanged
Providence Capital Advisors, LLC	18	$22.2K	0.00%	00.0%	Unchanged
Archer Investment Corp	18	$22.2K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	18	$22.2K	0.01%	+10+125.0%	Added
MV Capital Management, Inc.	19	$23.4K	0.00%	+1+5.6%	Added
Atticus Wealth Management, LLC	20	$24.6K	0.01%	00.0%	Unchanged
Sit Investment Associates Inc	20	$25.0K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	21	$25.9K	0.00%	00.0%	Unchanged
ORG Partners LLC	25	$30.3K	0.06%	+25	New
Ronald Blue Trust, Inc.	25	$30.8K	0.00%	−29−53.7%	Reduced
Compagnie Lombard Odier SCmA	25	$30.8K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	26	$32.0K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	26	$32.2K	0.01%	−11−29.7%	Reduced
Core Alternative Capital	28	$34.5K	0.01%	−47−62.7%	Reduced
SYSTM Wealth Solutions LLC	29	$35.9K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	30	$36.9K	0.00%	−14−31.8%	Reduced
Central Pacific Bank - Trust Division	32	$38.8K	0.00%	+32	New
Annis Gardner Whiting Capital Advisors, LLC	33	$40.6K	0.01%	+10+43.5%	Added
Farmers & Merchants Investments Inc	34	$41.9K	0.00%	00.0%	Unchanged