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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 918 | $1.13M | 0.09% | +9+1.0% | Added |
| Investment Management Corp of Ontario | 917 | $1.13M | 0.03% | −400−30.4% | Reduced |
| Brighton Jones LLC | 917 | $1.13M | 0.04% | +23+2.6% | Added |
| Evercore Wealth Management, LLC | 908 | $1.12M | 0.02% | −6,001−86.9% | Reduced |
| YHB Investment Advisors, Inc. | 898 | $1.11M | 0.10% | +234+35.2% | Added |
| Brinker Capital Investments, LLC | 878 | $1.08M | 0.01% | +284+47.8% | Added |
| Orion Portfolio Solutions, LLC | 878 | $1.08M | 0.01% | +284+47.8% | Added |
| Cinctive Capital Management LP | 872 | $1.07M | 0.06% | −6,919−88.8% | Reduced |
| TownSquare Capital, LLC | 868 | $1.07M | 0.02% | −820−48.6% | Reduced |
| Verus Capital Partners, LLC | 865 | $1.07M | 0.12% | −47−5.2% | Reduced |
| NVWM, LLC | 863 | $1.06M | 0.29% | −4−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 861 | $1.06M | 0.03% | +197+29.7% | Added |
| Sapient Capital LLC | 853 | $1.05M | 0.02% | −35−3.9% | Reduced |
| Prudential PLC | 850 | $1.05M | 0.01% | −635−42.8% | Reduced |
| CWM, LLC | 847 | $1.04M | 0.01% | +38+4.7% | Added |
| Park Avenue Securities LLC | 837 | $1.03M | 0.01% | +49+6.2% | Added |
| Horizon Investments, LLC | 829 | $1.02M | 0.03% | +38+4.8% | Added |
| Banco Santander, S.A. | 827 | $1.02M | 0.01% | −1,536−65.0% | Reduced |
| Allred Capital Management, LLC | 799 | $984.0K | 0.38% | −5−0.6% | Reduced |
| Private Advisory Group LLC | 788 | $970.3K | 0.14% | −41−4.9% | Reduced |
| Circle Wealth Management, LLC | 783 | $964.3K | 0.02% | +50+6.8% | Added |
| Unigestion Holding SA | 781 | $961.9K | 0.05% | +781 | New |
| Mesirow Financial Investment Management, Inc. | 778 | $958.2K | 0.02% | +778 | New |
| Silvercrest Asset Management Group LLC | 777 | $957.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 777 | $957.0K | 0.04% | +158+25.5% | Added |
| Integrated Wealth Concepts LLC | 772 | $950.1K | 0.01% | +208+36.9% | Added |
| NEOS Investment Management LLC | 771 | $949.6K | 0.06% | −12−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 770 | $948.8K | 0.01% | +291+60.8% | Added |
| Castleark Management LLC | 770 | $948.3K | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 767 | $944.6K | 0.15% | +8+1.1% | Added |
| Meadow Creek Wealth Advisors LLC | 766 | $942.9K | 0.66% | −40−5.0% | Reduced |
| Ninepoint Partners LP | 764 | $940.9K | 0.12% | 00.0% | Unchanged |
| Marex Group plc | 757 | $932.3K | 0.03% | +45+6.3% | Added |
| Plato Investment Management Ltd | 757 | $932.3K | 0.10% | +756+75,600.0% | Added |
| Knollwood Investment Advisory, LLC | 751 | $924.9K | 0.17% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 750 | $923.7K | 0.09% | +9+1.2% | Added |
| Anchor Investment Management, LLC | 729 | $897.8K | 0.09% | +729 | New |
| Clearstead Advisors, LLC | 696 | $891.6K | 0.04% | −12−1.7% | Reduced |
| Canopy Partners, LLC | 721 | $888.0K | 0.43% | −10−1.4% | Reduced |
| Danske Bank A/S | 711 | $875.7K | 0.00% | +711 | New |
| Lake Street Advisors Group, LLC | 711 | $875.1K | 0.04% | −23−3.1% | Reduced |
| Merit Financial Group, LLC | 675 | $872.7K | 0.02% | +14+2.1% | Added |
| Mount Yale Investment Advisors, LLC | 700 | $862.3K | 0.07% | −256−26.8% | Reduced |
| MAI Capital Management | 697 | $858.5K | 0.01% | −141−16.8% | Reduced |
| Neville Rodie & Shaw Inc | 695 | $856.0K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 694 | $854.2K | 0.08% | −65−8.6% | Reduced |
| Hanlon Investment Management, Inc. | 692 | $852.3K | 0.26% | −40−5.5% | Reduced |
| Marks Group Wealth Management, Inc | 680 | $837.5K | 0.09% | −62−8.4% | Reduced |
| Signaturefd, LLC | 676 | $833.1K | 0.02% | +98+17.0% | Added |
| Alyeska Investment Group, L.P. | 676 | $832.6K | 0.01% | +676 | New |
| Fruth Investment Management | 675 | $831.0K | 0.21% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 670 | $825.2K | 0.01% | +185+38.1% | Added |
| Wedmont Private Capital | 674 | $819.5K | 0.06% | +25+3.9% | Added |
| Vinva Investment Management Ltd | 654 | $805.5K | 0.05% | −647−49.7% | Reduced |
| First Business Financial Services, Inc. | 652 | $803.0K | 0.09% | 00.0% | Unchanged |
| ASB Consultores, LLC | 650 | $800.5K | 0.21% | +650 | New |
| Nebula Research & Development LLC | 646 | $795.6K | 0.17% | +646 | New |
| Navalign, LLC | 641 | $789.5K | 0.26% | +641 | New |
| Coldstream Capital Management Inc | 637 | $784.5K | 0.02% | +67+11.8% | Added |
| Whittier Trust Co | 637 | $784.5K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 634 | $780.8K | 0.00% | +420+196.3% | Added |
| Huntington National Bank | 633 | $779.6K | 0.01% | +104+19.7% | Added |
| Concurrent Investment Advisors, LLC | 623 | $766.2K | 0.03% | −32−4.9% | Reduced |
| Resources Investment Advisors, LLC. | 613 | $755.0K | 0.01% | +138+29.1% | Added |
| Triasima Portfolio Management inc. | 613 | $755.0K | 0.06% | −437−41.6% | Reduced |
| First Western Trust Bank | 611 | $752.5K | 0.03% | −19−3.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 611 | $752.5K | 0.01% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 609 | $750.0K | 0.15% | +5+0.8% | Added |
| Zega Financial, LLC | 607 | $747.6K | 0.32% | −5−0.8% | Reduced |
| Apollon Wealth Management, LLC | 607 | $747.0K | 0.02% | +121+24.9% | Added |
| Moody Lynn & Lieberson, LLC | 605 | $745.1K | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 605 | $745.1K | 0.06% | +143+31.0% | Added |
| Asset Dedication, LLC | 605 | $745.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 601 | $740.2K | 0.03% | −14−2.3% | Reduced |
| Miracle Mile Advisors, LLC | 597 | $735.3K | 0.02% | +11+1.9% | Added |
| Strong Tower Advisory Services | 603 | $731.6K | 0.29% | −1−0.2% | Reduced |
| NorthRock Partners, LLC | 594 | $731.6K | 0.03% | +44+8.0% | Added |
| Bokf, NA | 595 | $722.3K | 0.01% | −26−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 583 | $718.0K | 0.05% | +113+24.0% | Added |
| Siemens Fonds Invest GmbH | 583 | $718.0K | 0.06% | −24−4.0% | Reduced |
| Northern Financial Advisors Inc | 580 | $714.3K | 0.56% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 578 | $711.9K | 0.41% | +282+95.3% | Added |
| Strategy Asset Managers LLC | 572 | $704.5K | 0.15% | +20+3.6% | Added |
| Cigna Investments Inc | 567 | $698.0K | 0.13% | −4−0.7% | Reduced |
| Proficio Capital Partners LLC | 561 | $691.0K | 0.08% | +26+4.9% | Added |
| New England Research & Management, Inc. | 555 | $684.0K | 0.34% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 552 | $679.8K | 0.16% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 549 | $676.7K | 0.01% | +36+7.0% | Added |
| HB Wealth Management, LLC | 547 | $673.8K | 0.01% | +28+5.4% | Added |
| SeaCrest Wealth Management, LLC | 546 | $672.5K | 0.08% | +61+12.6% | Added |
| Cynosure Management, LLC | 540 | $665.1K | 0.12% | +540 | New |
| Lido Advisors, LLC | 536 | $659.7K | 0.01% | +30+5.9% | Added |
| Baker Tilly Wealth Management, LLC | 527 | $649.1K | 0.12% | −17−3.1% | Reduced |
| First Manhattan Co | 525 | $646.6K | 0.00% | −5−0.9% | Reduced |
| National Asset Management, Inc. | 763 | $643.0K | 0.02% | +9+1.2% | Added |
| CM Wealth Advisors LLC | 486 | $636.9K | 0.18% | +486 | New |
| CoreCap Advisors, LLC | 516 | $635.5K | 0.03% | +171+49.6% | Added |
| Acadian Asset Management LLC | 516 | $635.0K | 0.00% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 513 | $631.8K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 510 | $628.1K | 0.02% | −188−26.9% | Reduced |