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 |
|---|---|---|---|---|---|
| BRX Global LP | 27,149 | $33.4M | 25.10% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 27,568 | $34.0M | 0.08% | +6,249+29.3% | Added |
| Qube Research & Technologies Ltd | 27,933 | $34.4M | 0.06% | −33,756−54.7% | Reduced |
| Chilton Capital Management LLC | 28,007 | $34.5M | 1.63% | −582−2.0% | Reduced |
| Russell Investments Group, Ltd. | 28,592 | $35.2M | 0.06% | +2,914+11.3% | Added |
| Scopus Asset Management, L.P. | 28,975 | $35.7M | 1.17% | +1,269+4.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 29,148 | $35.9M | 0.08% | −2,170−6.9% | Reduced |
| DekaBank Deutsche Girozentrale | 29,322 | $36.0M | 0.07% | +16,578+130.1% | Added |
| CBIZ Investment Advisory Services, LLC | 29,594 | $36.4M | 2.53% | 00.0% | Unchanged |
| Woodline Partners LP | 30,032 | $37.0M | 0.34% | +30,032 | New |
| Regions Financial Corp | 30,577 | $37.7M | 0.29% | +1,535+5.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 30,815 | $38.0M | 0.12% | −84−0.3% | Reduced |
| Cookson Peirce & Co Inc | 30,847 | $38.0M | 2.03% | −129−0.4% | Reduced |
| Yiheng Capital Management, L.P. | 31,121 | $38.3M | 5.50% | −20,569−39.8% | Reduced |
| Tudor Investment Corp Et Al | 31,385 | $38.7M | 0.47% | +18,759+148.6% | Added |
| State of New Jersey Common Pension Fund D | 31,833 | $39.2M | 0.12% | +762+2.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,091 | $39.5M | 0.14% | −3,759−10.5% | Reduced |
| State of Wisconsin Investment Board | 33,008 | $40.7M | 0.11% | +907+2.8% | Added |
| Slate Path Capital LP | 34,300 | $42.2M | 0.84% | −36,300−51.4% | Reduced |
| State Board of Administration of Florida Retirement System | 57,317 | $42.2M | 0.10% | −5,797−9.2% | Reduced |
| Anabranch Capital Management, LP | 34,419 | $42.4M | 24.71% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 35,243 | $43.4M | 15.83% | −2,502−6.6% | Reduced |
| New York State Common Retirement Fund | 36,141 | $44.5M | 0.06% | −3,796−9.5% | Reduced |
| Manufacturers Life Insurance Company, The | 36,737 | $45.2M | 0.04% | −4,324−10.5% | Reduced |
| Federated Hermes, Inc. | 37,349 | $46.0M | 0.11% | +1,528+4.3% | Added |
| First Trust Advisors LP | 38,450 | $47.4M | 0.05% | −230−0.6% | Reduced |
| Crow's Nest Holdings LP | 39,000 | $48.0M | 9.25% | −16,500−29.7% | Reduced |
| Prudential Financial Inc | 39,053 | $48.1M | 0.07% | −592−1.5% | Reduced |
| Hudson Way Capital Management LLC | 40,629 | $50.0M | 9.14% | −361−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 41,916 | $51.6M | 0.09% | +12,275+41.4% | Added |
| Pennant Investors, LP | 42,000 | $51.7M | 14.30% | 00.0% | Unchanged |
| Ampfield Management, L.P. | 43,229 | $53.2M | 36.84% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 43,273 | $53.3M | 0.21% | +84+0.2% | Added |
| Spyglass Capital Management LLC | 45,726 | $56.3M | 3.75% | −8,256−15.3% | Reduced |
| Stifel Financial Corp | 47,983 | $59.1M | 0.07% | +1,314+2.8% | Added |
| Citigroup Inc | 49,302 | $60.7M | 0.07% | −5,916−10.7% | Reduced |
| Capital International Inc | 49,346 | $60.8M | 0.82% | −3,516−6.7% | Reduced |
| Eagle Asset Management Inc | 50,281 | $61.0M | 0.31% | −1,172−2.3% | Reduced |
| New York State Teachers Retirement System | 50,939 | $62.7M | 0.13% | −670−1.3% | Reduced |
| Chicago Capital, LLC | 51,199 | $63.1M | 1.92% | +2,882+6.0% | Added |
| Cartenna Capital, LP | 51,500 | $63.4M | 5.96% | +6,500+14.4% | Added |
| Adage Capital Partners GP, L.L.C. | 52,494 | $64.7M | 0.12% | +16,300+45.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 54,439 | $67.0M | 0.29% | +16,923+45.1% | Added |
| Zurich Insurance Group Ltd | 54,697 | $67.4M | 0.62% | −12,564−18.7% | Reduced |
| Bank of Montreal | 55,763 | $68.9M | 0.04% | +708+1.3% | Added |
| Ci Investments Inc. | 57,016 | $70.2M | 0.28% | −587−1.0% | Reduced |
| Argent Capital Management LLC | 61,635 | $75.9M | 2.21% | +61,635 | New |
| Employees Retirement System of Texas | 63,000 | $77.6M | 0.85% | −1,000−1.6% | Reduced |
| Korea Investment CORP | 63,082 | $77.7M | 0.20% | −9,404−13.0% | Reduced |
| Credit Suisse AG | 63,734 | $78.5M | 0.08% | −3,312−4.9% | Reduced |
| Alliancebernstein L.P. | 64,495 | $79.4M | 0.03% | −3,872−5.7% | Reduced |
| Raymond James & Associates | 65,528 | $80.7M | 0.05% | −3,552−5.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,607 | $80.8M | 0.11% | +9,814+17.6% | Added |
| Envestnet Asset Management Inc | 66,413 | $81.8M | 0.03% | +1,084+1.7% | Added |
| Deccan Value Investors L.P. | 68,666 | $84.6M | 100.00% | −20.0% | Reduced |
| Capital Group Private Client Services, Inc. | 68,723 | $84.6M | 0.86% | −2,442−3.4% | Reduced |
| Balyasny Asset Management LLC | 70,679 | $87.0M | 0.22% | +67,910+2,452.5% | Added |
| BNP Paribas Arbitrage, SA | 70,881 | $87.3M | 0.11% | +18,655+35.7% | Added |
| Wedge Capital Management L L P | 72,681 | $89.5M | 1.45% | −6,312−8.0% | Reduced |
| Lord, Abbett & Co. LLC | 74,028 | $91.2M | 0.29% | −1,314−1.7% | Reduced |
| State of Michigan Retirement System | 76,192 | $93.8M | 0.50% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 83,200 | $102.5M | 0.16% | −54,000−39.4% | Reduced |
| Douglas Lane & Associates, LLC | 84,532 | $104.1M | 1.47% | −977−1.1% | Reduced |
| California State Teachers Retirement System | 88,794 | $109.4M | 0.14% | +1,191+1.4% | Added |
| Royal Bank of Canada | 89,820 | $110.6M | 0.03% | +22,646+33.7% | Added |
| Artisan Partners Limited Partnership | 90,280 | $111.2M | 0.16% | −1,141−1.2% | Reduced |
| Mar Vista Investment Partners LLC | 93,376 | $115.0M | 5.02% | −3,449−3.6% | Reduced |
| Linonia Partnership LP | 95,773 | $118.0M | 10.72% | 00.0% | Unchanged |
| California Public Employees Retirement System | 96,962 | $119.4M | 0.08% | −1,112−1.1% | Reduced |
| Bristol John W & Co Inc | 97,964 | $120.7M | 2.05% | +115+0.1% | Added |
| US Bancorp | 98,963 | $121.9M | 0.17% | +2,184+2.3% | Added |
| Bamco Inc | 100,000 | $123.2M | 0.33% | −25,000−20.0% | Reduced |
| Triple Frond Partners LLC | 102,682 | $126.5M | 14.39% | −17,300−14.4% | Reduced |
| HSBC Holdings PLC | 103,754 | $127.7M | 0.09% | +16,800+19.3% | Added |
| Douglass Winthrop Advisors, LLC | 104,146 | $128.3M | 2.64% | −1,310−1.2% | Reduced |
| Rhumbline Advisers | 106,581 | $131.3M | 0.13% | +2,423+2.3% | Added |
| Voloridge Investment Management, LLC | 108,930 | $134.2M | 0.49% | −43,836−28.7% | Reduced |
| EULAV Asset Management | 111,057 | $136.8M | 3.76% | −3,600−3.1% | Reduced |
| Massachusetts Financial Services Co | 114,399 | $140.9M | 0.04% | +15,667+15.9% | Added |
| Millennium Management LLC | 114,830 | $141.4M | 0.12% | +84,225+275.2% | Added |
| Sands Capital Management, LLC | 117,010 | $144.1M | 0.40% | +2,381+2.1% | Added |
| National Pension Service | 123,405 | $152.0M | 0.18% | −580.0% | Reduced |
| Barclays PLC | 125,862 | $155.0M | 0.07% | −3,867−3.0% | Reduced |
| Skye Global Management LP | 126,500 | $155.8M | 3.70% | +500+0.4% | Added |
| Dimensional Fund Advisors LP | 126,557 | $155.9M | 0.04% | −9,826−7.2% | Reduced |
| Canada Pension Plan Investment Board | 128,229 | $157.9M | 0.17% | +5,216+4.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 131,149 | $161.5M | 0.11% | +1,142+0.9% | Added |
| Advent International Corp | 131,174 | $161.6M | 2.83% | −68,476−34.3% | Reduced |
| APG Asset Management N.V. | 141,751 | $161.6M | 0.28% | +6,188+4.6% | Added |
| Heard Capital LLC | 135,815 | $167.3M | 10.51% | −4,609−3.3% | Reduced |
| Neuberger Berman Group LLC | 137,950 | $169.9M | 0.14% | +2,577+1.9% | Added |
| Meritage Group LP | 144,915 | $178.5M | 4.20% | −143,399−49.7% | Reduced |
| Atalan Capital Partners, LP | 150,000 | $184.7M | 15.27% | −50,000−25.0% | Reduced |
| Deutsche Bank AG | 158,460 | $195.2M | 0.09% | −32,894−17.2% | Reduced |
| Bain Capital Public Equity Management II, LLC | 162,174 | $199.7M | 8.19% | −1,216−0.7% | Reduced |
| Ameriprise Financial Inc | 164,137 | $202.1M | 0.06% | −45,710−21.8% | Reduced |
| Swiss National Bank | 165,700 | $204.1M | 0.14% | −6,800−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 171,763 | $208.5M | 0.41% | +51,980+43.4% | Added |
| Wells Fargo & Company | 172,607 | $212.6M | 0.06% | −2,545−1.5% | Reduced |
| Blair William & Co | 177,196 | $218.2M | 0.69% | +4,213+2.4% | Added |