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 |
|---|---|---|---|---|---|
| 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 |
| Insigneo Advisory Services, LLC | 263 | $323.9K | 0.04% | +263 | New |
| Avestar Capital, LLC | 261 | $321.4K | 0.04% | +261 | New |
| Sage Mountain Advisors LLC | 260 | $319.8K | 0.03% | +25+10.6% | Added |
| Snowden Capital Advisors LLC | 256 | $315.3K | 0.01% | +4+1.6% | Added |
| Abn Amro Investment Solutions | 255 | $314.1K | 0.01% | −9−3.4% | Reduced |
| Enterprise Financial Services Corp | 255 | $314.1K | 0.19% | +255 | New |
| Harvest Fund Management Co., Ltd | 248 | $305.0K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 241 | $296.8K | 0.01% | +241 | New |
| NewEdge Wealth, LLC | 233 | $296.3K | 0.01% | +233 | New |
| L.M. Kohn & Company | 240 | $295.6K | 0.08% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 239 | $294.4K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 238 | $293.1K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 234 | $288.7K | 0.01% | −7−2.9% | Reduced |
| Mather Group, LLC. | 280 | $283.2K | 0.00% | −120−30.0% | Reduced |
| Voya Financial Advisors, Inc. | 229 | $282.5K | 0.03% | +229 | New |
| Greenwich Wealth Management LLC | 228 | $280.0K | 0.02% | +228 | New |
| TBH Global Asset Management, LLC | 227 | $279.6K | 0.06% | +227 | New |
| Daymark Wealth Partners, LLC | 226 | $278.3K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 224 | $275.9K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 223 | $274.6K | 0.12% | +4+1.8% | Added |
| Plancorp, LLC | 223 | $274.6K | 0.01% | +223 | New |
| AMG National Trust Bank | 221 | $272.5K | 0.01% | −28−11.2% | Reduced |
| GWM Advisors LLC | 217 | $267.6K | 0.00% | −1−0.5% | Reduced |
| Grey Street Capital, LLC | 217 | $267.3K | 0.04% | +217 | New |
| Hill Investment Group Partners, LLC | 215 | $264.8K | 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 |
| LGL Partners, LLC | 212 | $261.1K | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 210 | $258.6K | 0.00% | +5+2.4% | Added |
| Biltmore Family Office, LLC | 209 | $257.4K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 209 | $257.4K | 0.01% | +209 | New |
| Prosperity Financial Group, Inc. | 207 | $254.9K | 0.16% | +207 | New |
| WMS Partners, LLC | 206 | $253.7K | 0.02% | −133−39.2% | Reduced |
| Private Trust Co NA | 202 | $248.8K | 0.03% | +39+23.9% | Added |
| Legacy Advisors, LLC | 202 | $248.8K | 0.03% | +202 | New |
| Fairway Wealth LLC | 201 | $247.6K | 0.17% | −167−45.4% | Reduced |
| Axq Capital, LP | 200 | $246.3K | 0.06% | −500−71.4% | Reduced |
| Horan Capital Advisors, LLC. | 200 | $246.3K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 200 | $246.3K | 0.01% | +200 | New |
| Aptus Capital Advisors, LLC | 199 | $245.1K | 0.01% | +199 | New |
| Pitcairn Co | 199 | $245.1K | 0.02% | +199 | New |
| Pinebridge Investments, L.P. | 197 | $242.6K | 0.00% | +197 | New |
| L2 Asset Management, LLC | 196 | $241.4K | 0.08% | +196 | New |
| Fractal Investments LLC | 195 | $240.2K | 0.04% | +195 | New |
| Citizens Financial Group Inc | 194 | $238.9K | 0.01% | +194 | New |
| KMG Fiduciary Partners, LLC | 194 | $238.9K | 0.02% | +194 | New |
| First Nebraska Trust Co | 194 | $238.9K | 0.02% | +194 | New |
| Patron Partners Advisors, LLC | 193 | $237.7K | 0.14% | +193 | New |
| TriaGen Wealth Management LLC | 192 | $236.5K | 0.10% | −6−3.0% | Reduced |
| Tocqueville Asset Management L.P. | 192 | $236.5K | 0.00% | +192 | New |
| Schmidt P J Investment Management Inc | 191 | $235.2K | 0.04% | +191 | New |
| Amussen Hunsaker Associates LLC | 191 | $234.1K | 0.04% | +191 | New |
| Perigon Wealth Management, LLC | 190 | $234.1K | 0.01% | +190 | New |
| Allianz Asset Management GmbH | 189 | $232.8K | 0.00% | +12+6.8% | Added |
| Aprio Wealth Management, LLC | 188 | $231.5K | 0.05% | +188 | New |
| Johnson Investment Counsel Inc | 187 | $230.3K | 0.00% | +187 | New |
| Smith, Salley & Associates | 186 | $229.1K | 0.02% | +186 | New |
| Moors & Cabot, Inc. | 186 | $229.1K | 0.01% | +186 | New |
| Graypoint LLC | 185 | $228.3K | 0.02% | +185 | New |
| Pinnacle Bancorp, Inc. | 183 | $225.4K | 0.07% | +59+47.6% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 183 | $225.4K | 0.10% | +183 | New |
| Centurion Wealth Management LLC | 182 | $224.5K | 0.09% | +182 | New |
| Keel Point, LLC | 182 | $224.2K | 0.02% | +182 | New |
| Waldron Private Wealth LLC | 182 | $224.2K | 0.01% | +182 | New |
| Newbridge Financial Services Group, Inc. | 180 | $221.7K | 0.10% | +109+153.5% | Added |
| Rockland Trust Co | 180 | $221.7K | 0.01% | +180 | New |
| Wealth Alliance | 178 | $219.6K | 0.03% | −31−14.8% | Reduced |
| New Republic Capital, LLC | 178 | $219.2K | 0.14% | +178 | New |
| Hilltop Holdings Inc. | 176 | $216.8K | 0.02% | +176 | New |
| Aureus Asset Management, LLC | 176 | $216.8K | 0.01% | +176 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $216.2K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 175 | $215.5K | 0.01% | +175 | New |
| Von Berge Wealth Management Group, LLC | 175 | $215.5K | 0.14% | +175 | New |
| Umb Bank N A | 173 | $213.1K | 0.00% | +143+476.7% | Added |
| Simon Quick Advisors, LLC | 173 | $213.1K | 0.02% | +173 | New |
| Washington Trust Advisors, Inc. | 171 | $210.6K | 0.02% | −21−10.9% | Reduced |
| Interchange Capital Partners, LLC | 152 | $209.2K | 0.14% | +152 | New |
| Allstate Corp | 169 | $208.1K | 0.01% | +169 | New |
| PDS Planning, Inc | 166 | $204.4K | 0.02% | +166 | New |
| Bay Rivers Group | 165 | $203.2K | 0.11% | −95−36.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 165 | $203.2K | 0.03% | +165 | New |
| Tuttle Tactical Management | 165 | $203.2K | 1.57% | +165 | New |
| Ellevest, Inc. | 164 | $202.0K | 0.01% | +164 | New |
| EverSource Wealth Advisors, LLC | 159 | $198.2K | 0.02% | −7−4.2% | Reduced |
| Farther Finance Advisors, LLC | 163 | $197.3K | 0.01% | +12+7.9% | Added |
| Manchester Capital Management LLC | 149 | $183.5K | 0.02% | +144+2,880.0% | Added |
| Lindbrook Capital, LLC | 145 | $178.6K | 0.02% | +18+14.2% | Added |
| Edmond de Rothschild Holding S.A. | 140 | $172.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 139 | $171.2K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $163.8K | 0.01% | +7+5.6% | Added |
| Optiver Holding B.V. | 133 | $163.8K | 0.01% | +133 | New |
| Parkside Financial Bank & Trust | 128 | $157.6K | 0.03% | −3−2.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 128 | $157.0K | 0.09% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 126 | $155.2K | 0.08% | +126 | New |
| Quent Capital, LLC | 124 | $152.8K | 0.02% | +1+0.8% | Added |
| Avalon Trust Co | 123 | $151.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 117 | $143.6K | 0.02% | 00.0% | Unchanged |