Skip to main content

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.

Institutional holdersQ1 2024: 936 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ1 2024: $65.7B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$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
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc49,302$60.7M0.07%−5,916−10.7%Reduced
Stifel Financial Corp47,983$59.1M0.07%+1,314+2.8%Added
Spyglass Capital Management LLC45,726$56.3M3.75%−8,256−15.3%Reduced
Retirement Systems of Alabama43,273$53.3M0.21%+84+0.2%Added
Ampfield Management, L.P.43,229$53.2M36.84%00.0%Unchanged
Pennant Investors, LP42,000$51.7M14.30%00.0%Unchanged
Ensign Peak Advisors, Inc41,916$51.6M0.09%+12,275+41.4%Added
Hudson Way Capital Management LLC40,629$50.0M9.14%−361−0.9%Reduced
Prudential Financial Inc39,053$48.1M0.07%−592−1.5%Reduced
Crow's Nest Holdings LP39,000$48.0M9.25%−16,500−29.7%Reduced
First Trust Advisors LP38,450$47.4M0.05%−230−0.6%Reduced
Federated Hermes, Inc.37,349$46.0M0.11%+1,528+4.3%Added
Manufacturers Life Insurance Company, The36,737$45.2M0.04%−4,324−10.5%Reduced
New York State Common Retirement Fund36,141$44.5M0.06%−3,796−9.5%Reduced
East Coast Asset Management, LLC.35,243$43.4M15.83%−2,502−6.6%Reduced
Anabranch Capital Management, LP34,419$42.4M24.71%00.0%Unchanged
State Board of Administration of Florida Retirement System57,317$42.2M0.10%−5,797−9.2%Reduced
Slate Path Capital LP34,300$42.2M0.84%−36,300−51.4%Reduced
State of Wisconsin Investment Board33,008$40.7M0.11%+907+2.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)32,091$39.5M0.14%−3,759−10.5%Reduced
State of New Jersey Common Pension Fund D31,833$39.2M0.12%+762+2.5%Added
Tudor Investment Corp Et Al31,385$38.7M0.47%+18,759+148.6%Added
Yiheng Capital Management, L.P.31,121$38.3M5.50%−20,569−39.8%Reduced
Cookson Peirce & Co Inc30,847$38.0M2.03%−129−0.4%Reduced
Chevy Chase Trust Holdings, Inc.30,815$38.0M0.12%−84−0.3%Reduced
Regions Financial Corp30,577$37.7M0.29%+1,535+5.3%Added
Woodline Partners LP30,032$37.0M0.34%+30,032New
CBIZ Investment Advisory Services, LLC29,594$36.4M2.53%00.0%Unchanged
DekaBank Deutsche Girozentrale29,322$36.0M0.07%+16,578+130.1%Added
Mitsubishi UFJ Trust & Banking Corp29,148$35.9M0.08%−2,170−6.9%Reduced
Scopus Asset Management, L.P.28,975$35.7M1.17%+1,269+4.6%Added
Russell Investments Group, Ltd.28,592$35.2M0.06%+2,914+11.3%Added
Chilton Capital Management LLC28,007$34.5M1.63%−582−2.0%Reduced
Qube Research & Technologies Ltd27,933$34.4M0.06%−33,756−54.7%Reduced
Royal London Asset Management Ltd27,568$34.0M0.08%+6,249+29.3%Added
BRX Global LP27,149$33.4M25.10%00.0%Unchanged
AQR Capital Management LLC27,070$33.3M0.06%+2,846+11.7%Added
Asset Management One Co.,Ltd.26,993$33.2M0.13%+2,486+10.1%Added
The PNC Financial Services Group, Inc.26,957$33.2M0.02%+843+3.2%Added
Mill Capital Management, LLC26,717$32.9M2.75%−576−2.1%Reduced
Schonfeld Strategic Advisors LLC26,648$32.8M0.26%+9,922+59.3%Added
National Bank of Canada24,478$32.1M0.06%+4,253+21.0%Added
State of Tennessee, Treasury Department25,628$31.6M0.12%−10,597−29.3%Reduced
Natixis Advisors, L.P.24,849$30.6M0.07%+1,308+5.6%Added
Titan Global Capital Management USA LLC24,216$29.8M4.70%−80−0.3%Reduced
Pictet Asset Management Holding SA23,987$29.5M0.03%−748−3.0%Reduced
Storebrand Asset Management AS23,971$29.5M0.10%−3,610−13.1%Reduced
Treasurer of the State of North Carolina23,678$29.2M0.13%+167+0.7%Added
Comerica Bank23,617$29.1M0.13%−186−0.8%Reduced
SEI Investments Co23,387$28.8M0.04%−1,339−5.4%Reduced
Public Employees Retirement System of Ohio22,954$28.3M0.11%−2,492−9.8%Reduced
DnB Asset Management AS22,818$28.1M0.15%+11,414+100.1%Added
Adams Diversified Equity Fund, Inc.22,600$27.8M0.99%−1,300−5.4%Reduced
Mn Services Vermogensbeheer B.V.22,400$27.6M0.20%+22,400New
Victory Capital Management Inc21,994$27.1M0.03%+733+3.4%Added
Goodnow Investment Group, LLC21,907$27.0M3.24%−15,250−41.0%Reduced
GW&K Investment Management, LLC21,825$26.9M0.24%−1,800−7.6%Reduced
Oakcliff Capital Partners, LP21,424$26.4M15.81%−2,884−11.9%Reduced
Allspring Global Investments Holdings, LLC21,077$26.0M0.04%−614−2.8%Reduced
TCW Group Inc20,861$25.7M0.26%+6,006+40.4%Added
Schroder Investment Management Group20,645$25.4M0.03%+2,596+14.4%Added
Great West Life Assurance Co19,322$23.8M0.05%+819+4.4%Added
TD Asset Management Inc18,293$22.5M0.02%+243+1.3%Added
Resona Asset Management Co.,Ltd.17,969$22.1M0.13%+17,969New
Albar Capital Ltd17,743$21.9M3.71%+17,743New
Archon Partners LLC17,300$21.3M2.61%00.0%Unchanged
Broad Run Investment Management, LLC17,119$21.1M2.59%+8,246+92.9%Added
Colony Group, LLC17,057$21.0M0.17%+12,416+267.5%Added
Capital International Sarl16,900$20.8M0.69%+2,373+16.3%Added
Varma Mutual Pension Insurance Co16,557$20.4M0.18%+10,200+160.5%Added
Toronto Dominion Bank16,532$20.4M0.03%−849−4.9%Reduced
Brown Advisory Inc16,465$20.3M0.03%+121+0.7%Added
Clough Capital Partners L P16,080$19.8M2.18%−110−0.7%Reduced
Arizona State Retirement System15,874$19.6M0.14%+348+2.2%Added
Capital International Ltd15,743$19.4M0.93%+1,758+12.6%Added
Susquehanna International Group, LLP15,348$18.9M0.03%−23,188−60.2%Reduced
American International Group, Inc.15,135$18.6M0.07%−90−0.6%Reduced
Nissay Asset Management Corp15,002$18.5M0.13%−64−0.4%Reduced
PYA Waltman Capital, LLC14,960$18.4M6.84%−250−1.6%Reduced
Gilder Gagnon Howe & Co LLC14,917$18.4M0.23%−162−1.1%Reduced
Forsta Ap-Fonden14,900$18.4M0.16%+1,200+8.8%Added
Bank of Nova Scotia14,897$18.3M0.04%−1,954−11.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main14,668$18.1M0.02%+12,268+511.2%Added
Nomura Asset Management Co Ltd14,649$18.0M0.07%+460+3.2%Added
CI Private Wealth, LLC13,991$17.2M0.03%+265+1.9%Added
LPL Financial LLC13,943$17.2M0.01%+3,066+28.2%Added
Nisa Investment Advisors, LLC13,639$16.8M0.11%−560−3.9%Reduced
Pinnacle Financial Partners Inc13,413$16.5M0.36%−348−2.5%Reduced
MetLife Investment Management13,341$16.4M0.11%−413−3.0%Reduced
Mariner, LLC13,246$16.3M0.03%+223+1.7%Added
Maplelane Capital, LLC13,000$16.0M1.08%−20,500−61.2%Reduced
Standard Life Aberdeen plc12,574$15.5M0.03%−379−2.9%Reduced
Symmetry Investments LP12,358$15.2M1.59%−10,274−45.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,207$15.0M0.10%+94+0.8%Added
Fifth Third Bancorp11,496$14.2M0.06%−166−1.4%Reduced
Texas Permanent School Fund11,494$14.2M0.11%+73+0.6%Added
Amalgamated Bank11,383$14.0M0.12%−2,358−17.2%Reduced
SG Americas Securities, LLC11,093$13.7M0.07%+9,389+551.0%Added
Bluegrass Capital Partners LP11,000$13.5M14.12%+500+4.8%Added
Fairbanks Capital Management, Inc.10,873$13.4M9.23%−1,207−10.0%Reduced