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, Q2 2024
Institutional positions in TransDigm Group INC as of Jun 30, 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
- 1,005
- +75 vs. Q1 2024
- Shares held
- 53.2M
- −105.6K (−0.2%) vs. Q1 2024
- Total value
- $68.0B
- +$2.35B (+3.6%) vs. Q1 2024
- New holders
- 119
- 421 more added
- Sold out
- 44
- 287 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,319,973 | $8.07B | 1.66% | −247,687−3.8% | Reduced |
| Vanguard Group Inc | 6,152,028 | $7.86B | 0.15% | +104,945+1.7% | Added |
| BlackRock Inc. | 3,895,760 | $4.98B | 0.11% | −576,677−12.9% | Reduced |
| Capital World Investors | 3,536,421 | $4.52B | 0.74% | +8820.0% | Added |
| State Street Corp | 2,199,710 | $2.81B | 0.12% | +32,299+1.5% | Added |
| Capital Research Global Investors | 2,019,814 | $2.58B | 0.57% | +54,174+2.8% | Added |
| Principal Financial Group Inc | 1,999,758 | $2.55B | 1.52% | −206,361−9.4% | Reduced |
| FMR LLC | 1,876,577 | $2.40B | 0.15% | +8250.0% | Added |
| JPMorgan Chase & Co | 1,824,485 | $2.33B | 0.20% | +155,025+9.3% | Added |
| Geode Capital Management, LLC | 1,114,129 | $1.42B | 0.12% | −139,771−11.1% | Reduced |
| Matrix Capital Management Company, LP | 1,094,900 | $1.40B | 10.65% | 00.0% | Unchanged |
| Morgan Stanley | 1,093,446 | $1.40B | 0.11% | +14,231+1.3% | Added |
| Altarock Partners LLC | 1,073,264 | $1.37B | 28.22% | −83,134−7.2% | Reduced |
| Norges Bank | 836,522 | $1.07B | 0.16% | +34,759+4.3% | Added |
| Stockbridge Partners LLC | 706,338 | $902.4M | 18.66% | −63,710−8.3% | Reduced |
| Invesco Ltd. | 654,633 | $836.4M | 0.18% | −935−0.1% | Reduced |
| Price T Rowe Associates Inc | 522,124 | $667.1M | 0.08% | −19,533−3.6% | Reduced |
| Primecap Management Co | 512,294 | $654.5M | 0.47% | 00.0% | Unchanged |
| Windacre Partnership LLC | 510,300 | $652.0M | 8.58% | +12,300+2.5% | Added |
| Northern Trust Corp | 460,982 | $589.0M | 0.10% | −10,470−2.2% | Reduced |
| Westfield Capital Management Co LP | 363,406 | $464.3M | 2.28% | +48,032+15.2% | Added |
| Bank of America Corp | 336,756 | $430.2M | 0.04% | −19,897−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 333,625 | $426.2M | 0.08% | +4,196+1.3% | Added |
| Bank of New York Mellon Corp | 320,771 | $409.8M | 0.08% | +1,035+0.3% | Added |
| Legal & General Group Plc | 277,771 | $354.9M | 0.10% | −4,635−1.6% | Reduced |
| UBS Asset Management Americas Inc | 266,673 | $340.7M | 0.10% | +42,852+19.1% | Added |
| Brown Advisory Inc | 232,280 | $296.8M | 0.39% | +215,815+1,310.8% | Added |
| UBS Group AG | 228,049 | $291.4M | 0.09% | +42,988+23.2% | Added |
| Goldman Sachs Group Inc | 221,549 | $283.1M | 0.06% | +41,476+23.0% | Added |
| Vulcan Value Partners, LLC | 220,570 | $281.6M | 4.30% | −117,155−34.7% | Reduced |
| American Century Companies Inc | 217,181 | $277.5M | 0.17% | −8,672−3.8% | Reduced |
| Ameriprise Financial Inc | 206,897 | $264.3M | 0.07% | +42,760+26.1% | Added |
| Franklin Resources Inc | 201,101 | $256.9M | 0.08% | −5,141−2.5% | Reduced |
| Alkeon Capital Management LLC | 195,962 | $250.4M | 1.28% | 00.0% | Unchanged |
| DF Dent & Co Inc | 190,723 | $243.7M | 3.15% | −43,097−18.4% | Reduced |
| Fred Alger Management, LLC | 179,166 | $228.9M | 1.11% | −26,098−12.7% | Reduced |
| Wells Fargo & Company | 177,693 | $227.0M | 0.06% | +5,086+2.9% | Added |
| Deutsche Bank AG | 177,585 | $226.9M | 0.10% | +19,125+12.1% | Added |
| Blair William & Co | 177,384 | $226.6M | 0.70% | +188+0.1% | Added |
| CIBC Private Wealth Group, LLC | 174,423 | $221.9M | 0.42% | +2,660+1.5% | Added |
| Darsana Capital Partners LP | 165,000 | $210.8M | 5.76% | +165,000 | New |
| Swiss National Bank | 164,700 | $210.4M | 0.14% | −1,000−0.6% | Reduced |
| Nuveen Asset Management, LLC | 162,222 | $207.3M | 0.06% | −15,772−8.9% | Reduced |
| Voya Investment Management LLC | 156,581 | $200.0M | 0.20% | −33,230−17.5% | Reduced |
| Neuberger Berman Group LLC | 147,751 | $188.8M | 0.15% | +9,801+7.1% | Added |
| Meritage Group LP | 146,166 | $186.7M | 4.74% | +1,251+0.9% | Added |
| Millennium Management LLC | 146,121 | $186.7M | 0.15% | +31,291+27.2% | Added |
| Canada Pension Plan Investment Board | 145,411 | $185.8M | 0.18% | +17,182+13.4% | Added |
| Qube Research & Technologies Ltd | 143,792 | $183.7M | 0.34% | +115,859+414.8% | Added |
| Barclays PLC | 143,286 | $183.1M | 0.08% | +17,424+13.8% | Added |
| Dimensional Fund Advisors LP | 140,303 | $179.3M | 0.05% | +13,746+10.9% | Added |
| Bain Capital Public Equity Management II, LLC | 139,828 | $178.6M | 8.02% | −22,346−13.8% | Reduced |
| APG Asset Management N.V. | 144,536 | $172.3M | 0.31% | +2,785+2.0% | Added |
| Advent International Corp | 131,174 | $167.6M | 4.00% | 00.0% | Unchanged |
| National Pension Service | 124,047 | $158.5M | 0.18% | +642+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 121,252 | $154.9M | 0.11% | −9,897−7.5% | Reduced |
| Sands Capital Management, LLC | 120,882 | $154.4M | 0.45% | +3,872+3.3% | Added |
| Heard Capital LLC | 119,133 | $152.2M | 9.29% | −16,682−12.3% | Reduced |
| Royal Bank of Canada | 117,316 | $149.9M | 0.04% | +27,496+30.6% | Added |
| Atalan Capital Partners, LP | 113,500 | $145.0M | 13.52% | −36,500−24.3% | Reduced |
| Skye Global Management LP | 111,072 | $141.9M | 3.21% | −15,428−12.2% | Reduced |
| EULAV Asset Management | 109,657 | $140.1M | 3.79% | −1,400−1.3% | Reduced |
| Rhumbline Advisers | 103,504 | $132.2M | 0.12% | −3,077−2.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 102,664 | $131.2M | 2.68% | −1,482−1.4% | Reduced |
| Massachusetts Financial Services Co | 100,495 | $128.4M | 0.04% | −13,904−12.2% | Reduced |
| Bamco Inc | 100,000 | $127.8M | 0.37% | 00.0% | Unchanged |
| US Bancorp | 98,458 | $125.8M | 0.17% | −505−0.5% | Reduced |
| California Public Employees Retirement System | 95,969 | $122.6M | 0.09% | −993−1.0% | Reduced |
| Bristol John W & Co Inc | 95,856 | $122.5M | 1.98% | −2,108−2.2% | Reduced |
| California State Teachers Retirement System | 91,625 | $117.1M | 0.14% | +2,831+3.2% | Added |
| Citigroup Inc | 88,267 | $112.8M | 0.11% | +38,965+79.0% | Added |
| HSBC Holdings PLC | 86,893 | $111.2M | 0.07% | −16,861−16.3% | Reduced |
| Renaissance Technologies LLC | 86,600 | $110.6M | 0.19% | +3,400+4.1% | Added |
| Douglas Lane & Associates, LLC | 83,732 | $107.0M | 1.52% | −800−0.9% | Reduced |
| Mar Vista Investment Partners LLC | 81,371 | $104.0M | 5.11% | −12,005−12.9% | Reduced |
| Linonia Partnership LP | 79,719 | $101.8M | 8.08% | −16,054−16.8% | Reduced |
| Bank of Montreal | 75,592 | $100.7M | 0.05% | +19,829+35.6% | Added |
| Jane Street Group, LLC | 76,516 | $97.8M | 0.11% | +70,279+1,126.8% | Added |
| State of Michigan Retirement System | 76,292 | $97.5M | 0.50% | +100+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74,886 | $95.7M | 0.12% | +9,279+14.1% | Added |
| Artisan Partners Limited Partnership | 74,445 | $95.1M | 0.14% | −15,835−17.5% | Reduced |
| Lord, Abbett & Co. LLC | 73,996 | $94.5M | 0.31% | −320.0% | Reduced |
| Envestnet Asset Management Inc | 72,671 | $92.8M | 0.03% | +6,258+9.4% | Added |
| Voloridge Investment Management, LLC | 71,495 | $91.3M | 0.34% | −37,435−34.4% | Reduced |
| Korea Investment CORP | 70,073 | $89.5M | 0.23% | +6,991+11.1% | Added |
| BNP Paribas Arbitrage, SA | 69,643 | $89.0M | 0.10% | −1,238−1.7% | Reduced |
| New York State Common Retirement Fund | 69,288 | $88.5M | 0.12% | +33,147+91.7% | Added |
| Capital Group Private Client Services, Inc. | 65,413 | $83.6M | 0.84% | −3,310−4.8% | Reduced |
| Raymond James & Associates | 65,310 | $83.4M | 0.05% | −218−0.3% | Reduced |
| Zurich Insurance Group Ltd | 63,161 | $80.7M | 0.70% | +8,464+15.5% | Added |
| Employees Retirement System of Texas | 63,000 | $80.5M | 0.75% | 00.0% | Unchanged |
| Triple Frond Partners LLC | 62,239 | $79.5M | 9.33% | −40,443−39.4% | Reduced |
| Balyasny Asset Management LLC | 61,110 | $78.1M | 0.20% | −9,569−13.5% | Reduced |
| Argent Capital Management LLC | 61,004 | $77.9M | 2.29% | −631−1.0% | Reduced |
| Alliancebernstein L.P. | 60,114 | $76.8M | 0.03% | −4,381−6.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 55,355 | $70.7M | 0.30% | +916+1.7% | Added |
| State Board of Administration of Florida Retirement System | 54,344 | $69.4M | 0.14% | −2,973−5.2% | Reduced |
| Ci Investments Inc. | 54,186 | $69.2M | 0.27% | −2,830−5.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 53,694 | $68.6M | 0.13% | +1,200+2.3% | Added |
| Hudson Way Capital Management LLC | 53,241 | $68.0M | 9.39% | +12,612+31.0% | Added |