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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 49,057 | $62.7M | 0.13% | −1,882−3.7% | Reduced |
| Stifel Financial Corp | 49,244 | $62.9M | 0.07% | +1,261+2.6% | Added |
| Wedge Capital Management L L P | 49,928 | $63.8M | 1.13% | −22,753−31.3% | Reduced |
| Capital International Inc | 51,123 | $65.3M | 0.87% | +1,777+3.6% | Added |
| Chicago Capital, LLC | 51,553 | $65.9M | 1.96% | +354+0.7% | Added |
| Hudson Way Capital Management LLC | 53,241 | $68.0M | 9.39% | +12,612+31.0% | Added |
| Adage Capital Partners GP, L.L.C. | 53,694 | $68.6M | 0.13% | +1,200+2.3% | Added |
| Ci Investments Inc. | 54,186 | $69.2M | 0.27% | −2,830−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 54,344 | $69.4M | 0.14% | −2,973−5.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 55,355 | $70.7M | 0.30% | +916+1.7% | Added |
| Alliancebernstein L.P. | 60,114 | $76.8M | 0.03% | −4,381−6.8% | Reduced |
| Argent Capital Management LLC | 61,004 | $77.9M | 2.29% | −631−1.0% | Reduced |
| Balyasny Asset Management LLC | 61,110 | $78.1M | 0.20% | −9,569−13.5% | Reduced |
| Triple Frond Partners LLC | 62,239 | $79.5M | 9.33% | −40,443−39.4% | Reduced |
| Employees Retirement System of Texas | 63,000 | $80.5M | 0.75% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 63,161 | $80.7M | 0.70% | +8,464+15.5% | Added |
| Raymond James & Associates | 65,310 | $83.4M | 0.05% | −218−0.3% | Reduced |
| Capital Group Private Client Services, Inc. | 65,413 | $83.6M | 0.84% | −3,310−4.8% | Reduced |
| New York State Common Retirement Fund | 69,288 | $88.5M | 0.12% | +33,147+91.7% | Added |
| BNP Paribas Arbitrage, SA | 69,643 | $89.0M | 0.10% | −1,238−1.7% | Reduced |
| Korea Investment CORP | 70,073 | $89.5M | 0.23% | +6,991+11.1% | Added |
| Voloridge Investment Management, LLC | 71,495 | $91.3M | 0.34% | −37,435−34.4% | Reduced |
| Envestnet Asset Management Inc | 72,671 | $92.8M | 0.03% | +6,258+9.4% | Added |
| Lord, Abbett & Co. LLC | 73,996 | $94.5M | 0.31% | −320.0% | Reduced |
| Artisan Partners Limited Partnership | 74,445 | $95.1M | 0.14% | −15,835−17.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 74,886 | $95.7M | 0.12% | +9,279+14.1% | Added |
| State of Michigan Retirement System | 76,292 | $97.5M | 0.50% | +100+0.1% | Added |
| Jane Street Group, LLC | 76,516 | $97.8M | 0.11% | +70,279+1,126.8% | Added |
| Bank of Montreal | 75,592 | $100.7M | 0.05% | +19,829+35.6% | Added |
| Linonia Partnership LP | 79,719 | $101.8M | 8.08% | −16,054−16.8% | Reduced |
| Mar Vista Investment Partners LLC | 81,371 | $104.0M | 5.11% | −12,005−12.9% | Reduced |
| Douglas Lane & Associates, LLC | 83,732 | $107.0M | 1.52% | −800−0.9% | Reduced |
| Renaissance Technologies LLC | 86,600 | $110.6M | 0.19% | +3,400+4.1% | Added |
| HSBC Holdings PLC | 86,893 | $111.2M | 0.07% | −16,861−16.3% | Reduced |
| Citigroup Inc | 88,267 | $112.8M | 0.11% | +38,965+79.0% | Added |
| California State Teachers Retirement System | 91,625 | $117.1M | 0.14% | +2,831+3.2% | Added |
| Bristol John W & Co Inc | 95,856 | $122.5M | 1.98% | −2,108−2.2% | Reduced |
| California Public Employees Retirement System | 95,969 | $122.6M | 0.09% | −993−1.0% | Reduced |
| US Bancorp | 98,458 | $125.8M | 0.17% | −505−0.5% | Reduced |
| Bamco Inc | 100,000 | $127.8M | 0.37% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 100,495 | $128.4M | 0.04% | −13,904−12.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 102,664 | $131.2M | 2.68% | −1,482−1.4% | Reduced |
| Rhumbline Advisers | 103,504 | $132.2M | 0.12% | −3,077−2.9% | Reduced |
| EULAV Asset Management | 109,657 | $140.1M | 3.79% | −1,400−1.3% | Reduced |
| Skye Global Management LP | 111,072 | $141.9M | 3.21% | −15,428−12.2% | Reduced |
| Atalan Capital Partners, LP | 113,500 | $145.0M | 13.52% | −36,500−24.3% | Reduced |
| Royal Bank of Canada | 117,316 | $149.9M | 0.04% | +27,496+30.6% | Added |
| Heard Capital LLC | 119,133 | $152.2M | 9.29% | −16,682−12.3% | Reduced |
| Sands Capital Management, LLC | 120,882 | $154.4M | 0.45% | +3,872+3.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 121,252 | $154.9M | 0.11% | −9,897−7.5% | Reduced |
| National Pension Service | 124,047 | $158.5M | 0.18% | +642+0.5% | Added |
| Advent International Corp | 131,174 | $167.6M | 4.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 144,536 | $172.3M | 0.31% | +2,785+2.0% | Added |
| Bain Capital Public Equity Management II, LLC | 139,828 | $178.6M | 8.02% | −22,346−13.8% | Reduced |
| Dimensional Fund Advisors LP | 140,303 | $179.3M | 0.05% | +13,746+10.9% | Added |
| Barclays PLC | 143,286 | $183.1M | 0.08% | +17,424+13.8% | Added |
| Qube Research & Technologies Ltd | 143,792 | $183.7M | 0.34% | +115,859+414.8% | Added |
| Canada Pension Plan Investment Board | 145,411 | $185.8M | 0.18% | +17,182+13.4% | Added |
| Millennium Management LLC | 146,121 | $186.7M | 0.15% | +31,291+27.2% | Added |
| Meritage Group LP | 146,166 | $186.7M | 4.74% | +1,251+0.9% | Added |
| Neuberger Berman Group LLC | 147,751 | $188.8M | 0.15% | +9,801+7.1% | Added |
| Voya Investment Management LLC | 156,581 | $200.0M | 0.20% | −33,230−17.5% | Reduced |
| Nuveen Asset Management, LLC | 162,222 | $207.3M | 0.06% | −15,772−8.9% | Reduced |
| Swiss National Bank | 164,700 | $210.4M | 0.14% | −1,000−0.6% | Reduced |
| Darsana Capital Partners LP | 165,000 | $210.8M | 5.76% | +165,000 | New |
| CIBC Private Wealth Group, LLC | 174,423 | $221.9M | 0.42% | +2,660+1.5% | Added |
| Blair William & Co | 177,384 | $226.6M | 0.70% | +188+0.1% | Added |
| Deutsche Bank AG | 177,585 | $226.9M | 0.10% | +19,125+12.1% | Added |
| Wells Fargo & Company | 177,693 | $227.0M | 0.06% | +5,086+2.9% | Added |
| Fred Alger Management, LLC | 179,166 | $228.9M | 1.11% | −26,098−12.7% | Reduced |
| DF Dent & Co Inc | 190,723 | $243.7M | 3.15% | −43,097−18.4% | Reduced |
| Alkeon Capital Management LLC | 195,962 | $250.4M | 1.28% | 00.0% | Unchanged |
| Franklin Resources Inc | 201,101 | $256.9M | 0.08% | −5,141−2.5% | Reduced |
| Ameriprise Financial Inc | 206,897 | $264.3M | 0.07% | +42,760+26.1% | Added |
| American Century Companies Inc | 217,181 | $277.5M | 0.17% | −8,672−3.8% | Reduced |
| Vulcan Value Partners, LLC | 220,570 | $281.6M | 4.30% | −117,155−34.7% | Reduced |
| Goldman Sachs Group Inc | 221,549 | $283.1M | 0.06% | +41,476+23.0% | Added |
| UBS Group AG | 228,049 | $291.4M | 0.09% | +42,988+23.2% | Added |
| Brown Advisory Inc | 232,280 | $296.8M | 0.39% | +215,815+1,310.8% | Added |
| UBS Asset Management Americas Inc | 266,673 | $340.7M | 0.10% | +42,852+19.1% | Added |
| Legal & General Group Plc | 277,771 | $354.9M | 0.10% | −4,635−1.6% | Reduced |
| Bank of New York Mellon Corp | 320,771 | $409.8M | 0.08% | +1,035+0.3% | Added |
| Charles Schwab Investment Management Inc | 333,625 | $426.2M | 0.08% | +4,196+1.3% | Added |
| Bank of America Corp | 336,756 | $430.2M | 0.04% | −19,897−5.6% | Reduced |
| Westfield Capital Management Co LP | 363,406 | $464.3M | 2.28% | +48,032+15.2% | Added |
| Northern Trust Corp | 460,982 | $589.0M | 0.10% | −10,470−2.2% | Reduced |
| Windacre Partnership LLC | 510,300 | $652.0M | 8.58% | +12,300+2.5% | Added |
| Primecap Management Co | 512,294 | $654.5M | 0.47% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 522,124 | $667.1M | 0.08% | −19,533−3.6% | Reduced |
| Invesco Ltd. | 654,633 | $836.4M | 0.18% | −935−0.1% | Reduced |
| Stockbridge Partners LLC | 706,338 | $902.4M | 18.66% | −63,710−8.3% | Reduced |
| Norges Bank | 836,522 | $1.07B | 0.16% | +34,759+4.3% | Added |
| Altarock Partners LLC | 1,073,264 | $1.37B | 28.22% | −83,134−7.2% | Reduced |
| Morgan Stanley | 1,093,446 | $1.40B | 0.11% | +14,231+1.3% | Added |
| Matrix Capital Management Company, LP | 1,094,900 | $1.40B | 10.65% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,114,129 | $1.42B | 0.12% | −139,771−11.1% | Reduced |
| JPMorgan Chase & Co | 1,824,485 | $2.33B | 0.20% | +155,025+9.3% | Added |
| FMR LLC | 1,876,577 | $2.40B | 0.15% | +8250.0% | Added |
| Principal Financial Group Inc | 1,999,758 | $2.55B | 1.52% | −206,361−9.4% | Reduced |
| Capital Research Global Investors | 2,019,814 | $2.58B | 0.57% | +54,174+2.8% | Added |