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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 206 | $253.7K | 0.02% | −133−39.2% | Reduced |
| Prosperity Financial Group, Inc. | 207 | $254.9K | 0.16% | +207 | New |
| Biltmore Family Office, LLC | 209 | $257.4K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 209 | $257.4K | 0.01% | +209 | New |
| Rathbone Brothers plc | 210 | $258.6K | 0.00% | +5+2.4% | Added |
| LGL Partners, LLC | 212 | $261.1K | 0.04% | 00.0% | Unchanged |
| Chicago Trust Co NA | 214 | $263.6K | 0.05% | +1+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 214 | $263.6K | 0.03% | +6+2.9% | Added |
| Univest Financial Corp | 214 | $263.6K | 0.07% | +214 | New |
| Hill Investment Group Partners, LLC | 215 | $264.8K | 0.04% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 217 | $267.3K | 0.04% | +217 | New |
| GWM Advisors LLC | 217 | $267.6K | 0.00% | −1−0.5% | Reduced |
| AMG National Trust Bank | 221 | $272.5K | 0.01% | −28−11.2% | Reduced |
| Fielder Capital Group LLC | 223 | $274.6K | 0.12% | +4+1.8% | Added |
| Plancorp, LLC | 223 | $274.6K | 0.01% | +223 | New |
| Kovack Advisors, Inc. | 224 | $275.9K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 226 | $278.3K | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 227 | $279.6K | 0.06% | +227 | New |
| Greenwich Wealth Management LLC | 228 | $280.0K | 0.02% | +228 | New |
| Voya Financial Advisors, Inc. | 229 | $282.5K | 0.03% | +229 | New |
| Mather Group, LLC. | 280 | $283.2K | 0.00% | −120−30.0% | Reduced |
| RFG Advisory, LLC | 234 | $288.7K | 0.01% | −7−2.9% | Reduced |
| V-Square Quantitative Management LLC | 238 | $293.1K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 239 | $294.4K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 240 | $295.6K | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 233 | $296.3K | 0.01% | +233 | New |
| Argent Trust Co | 241 | $296.8K | 0.01% | +241 | New |
| Harvest Fund Management Co., Ltd | 248 | $305.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 255 | $314.1K | 0.19% | +255 | New |
| Abn Amro Investment Solutions | 255 | $314.1K | 0.01% | −9−3.4% | Reduced |
| Snowden Capital Advisors LLC | 256 | $315.3K | 0.01% | +4+1.6% | Added |
| Sage Mountain Advisors LLC | 260 | $319.8K | 0.03% | +25+10.6% | Added |
| Avestar Capital, LLC | 261 | $321.4K | 0.04% | +261 | New |
| Insigneo Advisory Services, LLC | 263 | $323.9K | 0.04% | +263 | New |
| Integrity Wealth Solutions LLC | 264 | $325.1K | 0.21% | −42−13.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 264 | $325.1K | 0.02% | +264 | New |
| United Asset Strategies, Inc. | 264 | $325.4K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 265 | $326.4K | 0.04% | +94+55.0% | Added |
| Skopos Labs, Inc. | 269 | $326.6K | 0.14% | +5+1.9% | Added |
| Conning Inc. | 266 | $327.6K | 0.01% | +44+19.8% | Added |
| LWM Advisory Services, LLC | 267 | $328.8K | 0.26% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 268 | $330.1K | 0.01% | +58+27.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 269 | $331.3K | 0.01% | +269 | New |
| Valeo Financial Advisors, LLC | 271 | $336.0K | 0.01% | +32+13.4% | Added |
| Ballentine Partners, LLC | 273 | $336.2K | 0.01% | +8+3.0% | Added |
| Corton Capital Inc. | 274 | $337.5K | 0.12% | +8+3.0% | Added |
| Nicholas Hoffman & Company, LLC. | 279 | $343.6K | 0.02% | −7−2.4% | Reduced |
| Boston Private Wealth LLC | 282 | $347.3K | 0.01% | −98−25.8% | Reduced |
| D.A. Davidson & Co. | 288 | $354.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 288 | $354.7K | 0.01% | +288 | New |
| Axxcess Wealth Management, LLC | 291 | $358.4K | 0.01% | −26−8.2% | Reduced |
| Quadrant Capital Group LLC | 292 | $359.6K | 0.03% | +1+0.3% | Added |
| Blue Edge Capital, LLC | 298 | $364.6K | 0.06% | +298 | New |
| Diversified Trust Co | 297 | $365.8K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 299 | $368.2K | 0.02% | +299 | New |
| IFP Advisors, Inc | 298 | $368.4K | 0.02% | −25−7.7% | Reduced |
| Westhampton Capital, LLC | 300 | $369.5K | 0.20% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 301 | $370.7K | 0.01% | −29−8.8% | Reduced |
| Diametric Capital, LP | 305 | $375.6K | 0.21% | −125−29.1% | Reduced |
| Savant Capital, LLC | 305 | $375.7K | 0.00% | −334−52.3% | Reduced |
| Resonant Capital Advisors, LLC | 307 | $378.1K | 0.03% | +18+6.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 309 | $380.6K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 309 | $380.6K | 0.03% | +309 | New |
| Scientech Research LLC | 310 | $381.8K | 0.20% | +310 | New |
| FDx Advisors, Inc. | 311 | $383.0K | 0.06% | −181−36.8% | Reduced |
| Syon Capital LLC | 311 | $383.0K | 0.04% | +7+2.3% | Added |
| GHP Investment Advisors, Inc. | 314 | $386.7K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 315 | $387.9K | 0.15% | +315 | New |
| Perennial Advisors, LLC | 315 | $388.0K | 0.09% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 315 | $388.0K | 0.19% | +315 | New |
| Pine Valley Investments Ltd Liability Co | 317 | $390.4K | 0.03% | −25−7.3% | Reduced |
| Forum Financial Management, LP | 319 | $392.9K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 319 | $393.3K | 0.00% | +96+43.0% | Added |
| Stratos Wealth Advisors, LLC | 321 | $396.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 324 | $399.0K | 0.15% | +34+11.7% | Added |
| ClearAlpha Technologies LP | 325 | $400.3K | 0.17% | −678−67.6% | Reduced |
| Salem Investment Counselors Inc | 325 | $400.3K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 326 | $401.5K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 326 | $401.5K | 0.00% | +7+2.2% | Added |
| Agf Management Ltd | 327 | $402.7K | 0.00% | −276−45.8% | Reduced |
| Optimum Investment Advisors | 327 | $402.7K | 0.18% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 328 | $404.0K | 0.19% | +2+0.6% | Added |
| Maven Securities LTD | 328 | $404.0K | 0.02% | +328 | New |
| Schechter Investment Advisors, LLC | 330 | $406.4K | 0.03% | +5+1.5% | Added |
| Aristeia Capital LLC | 331 | $407.7K | 0.02% | +331 | New |
| Choate Investment Advisors | 338 | $416.3K | 0.01% | −15−4.2% | Reduced |
| TFB Advisors LLC | 337 | $421.0K | 0.15% | +337 | New |
| Symmetry Partners, LLC | 344 | $424.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $431.1K | 0.05% | −350−50.0% | Reduced |
| Wolverine Trading, LLC | 351 | $432.3K | 0.00% | +111+46.3% | Added |
| First Heartland Consultants, Inc. | 342 | $433.0K | 0.05% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 351 | $433.0K | 0.01% | +67+23.6% | Added |
| GAMMA Investing LLC | 354 | $436.0K | 0.09% | +53+17.6% | Added |
| Yarbrough Capital, LLC | 354 | $436.0K | 0.02% | +354 | New |
| HighPoint Advisor Group LLC | 345 | $441.0K | 0.03% | +5+1.5% | Added |
| GeoWealth Management, LLC | 372 | $458.2K | 0.02% | −13−3.4% | Reduced |
| Eqis Capital Management, Inc. | 379 | $466.8K | 0.04% | −23−5.7% | Reduced |
| Parallel Advisors, LLC | 382 | $470.1K | 0.01% | +112+41.5% | Added |
| Pinnacle Associates Ltd | 382 | $470.2K | 0.01% | +5+1.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 382 | $470.5K | 0.03% | +382 | New |