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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 32 | $40.9K | 0.00% | 00.0% | Unchanged |
| Hershey Financial Advisers, LLC | 32 | $40.9K | 0.04% | +32 | New |
| Farmers & Merchants Investments Inc | 34 | $43.4K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 36 | $46.0K | 0.00% | +35+3,500.0% | Added |
| Optiver Holding B.V. | 37 | $47.3K | 0.00% | −96−72.2% | Reduced |
| Crewe Advisors LLC | 37 | $47.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $51.1K | 0.01% | +7+21.2% | Added |
| Frazier Financial Advisors, LLC | 43 | $54.9K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 45 | $57.0K | 0.01% | +45 | New |
| Versant Capital Management, Inc | 45 | $57.5K | 0.01% | +38+542.9% | Added |
| Westside Investment Management, Inc. | 50 | $63.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 51 | $65.2K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $67.4K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 54 | $69.0K | 0.04% | +4+8.0% | Added |
| Smithfield Trust Co | 56 | $71.0K | 0.00% | −5−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $71.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 63 | $80.5K | 0.01% | +21+50.0% | Added |
| Kings Path Partners LLC | 63 | $80.5K | 0.04% | +63 | New |
| FWL Investment Management, LLC | 70 | $89.4K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $89.4K | 0.03% | +20+40.0% | Added |
| Atlantic Trust, LLC | 72 | $92.0K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 72 | $92.0K | 0.04% | +72 | New |
| Union Savings Bank | 75 | $95.8K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 80 | $102.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 82 | $106.0K | 0.07% | −9−9.9% | Reduced |
| Larson Financial Group LLC | 84 | $107.3K | 0.01% | +80+2,000.0% | Added |
| TFC Financial Management | 85 | $108.6K | 0.02% | +1+1.2% | Added |
| Arlington Trust Co LLC | 86 | $109.9K | 0.03% | −7−7.5% | Reduced |
| NBC Securities, Inc. | 87 | $112.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 92 | $117.5K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 94 | $120.1K | 0.04% | +35+59.3% | Added |
| Silicon Valley Capital Partners | 94 | $120.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 95 | $121.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 97 | $123.9K | 0.00% | +96+9,600.0% | Added |
| Trivant Custom Portfolio Group, LLC | 100 | $127.8K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $127.8K | 0.03% | +100 | New |
| Deseret Mutual Benefit Administrators | 101 | $129.0K | 0.06% | −5−4.7% | Reduced |
| Valley National Advisers Inc | 105 | $134.0K | 0.02% | −4−3.7% | Reduced |
| Smartleaf Asset Management LLC | 105 | $135.3K | 0.02% | +48+84.2% | Added |
| Triad Wealth Partners, LLC | 106 | $135.4K | 0.07% | +106 | New |
| Ronald Blue Trust, Inc. | 113 | $139.2K | 0.00% | +88+352.0% | Added |
| Resources Management Corp | 110 | $141.0K | 0.02% | −5−4.3% | Reduced |
| Proequities, Inc. | 115 | $146.9K | 0.01% | +28+32.2% | Added |
| HHM Wealth Advisors, LLC | 117 | $149.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 122 | $155.9K | 0.00% | +17+16.2% | Added |
| Avalon Trust Co | 123 | $157.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 124 | $158.4K | 0.06% | +124 | New |
| Venturi Wealth Management, LLC | 124 | $158.4K | 0.01% | +34+37.8% | Added |
| Quent Capital, LLC | 124 | $158.5K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 125 | $159.3K | 0.02% | +125 | New |
| Gen-Wealth Partners Inc | 126 | $161.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 127 | $162.3K | 0.03% | −1−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 128 | $163.0K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 130 | $166.1K | 0.01% | +29+28.7% | Added |
| Ashton Thomas Private Wealth, LLC | 134 | $171.2K | 0.01% | +134 | New |
| Edmond de Rothschild Holding S.A. | 140 | $178.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 140 | $178.9K | 0.07% | +124+775.0% | Added |
| Manchester Capital Management LLC | 149 | $190.4K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 150 | $191.6K | 0.09% | +50+50.0% | Added |
| V-Square Quantitative Management LLC | 158 | $201.9K | 0.03% | −80−33.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 158 | $201.9K | 0.08% | +158 | New |
| Virtue Capital Management, LLC | 157 | $202.8K | 0.03% | +157 | New |
| Cromwell Holdings LLC | 159 | $203.1K | 0.12% | +159 | New |
| Horan Capital Advisors, LLC. | 160 | $204.4K | 0.07% | −40−20.0% | Reduced |
| Lindbrook Capital, LLC | 162 | $207.0K | 0.02% | +17+11.7% | Added |
| We Are One Seven, LLC | 163 | $208.3K | 0.01% | −46−22.0% | Reduced |
| HBW Advisory Services LLC | 163 | $208.3K | 0.03% | +163 | New |
| Bay Rivers Group | 165 | $210.8K | 0.11% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 170 | $212.4K | 0.01% | +7+4.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 168 | $214.6K | 0.05% | +168 | New |
| IHT Wealth Management, LLC | 168 | $214.6K | 0.01% | +168 | New |
| Allstate Corp | 169 | $215.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 169 | $215.9K | 0.01% | +36+27.1% | Added |
| Wealth Alliance | 170 | $217.5K | 0.03% | −8−4.5% | Reduced |
| Washington Trust Advisors, Inc. | 171 | $218.5K | 0.02% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 175 | $219.2K | 0.14% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 172 | $219.7K | 0.03% | +7+4.2% | Added |
| EverSource Wealth Advisors, LLC | 171 | $221.1K | 0.01% | +12+7.5% | Added |
| Aureus Asset Management, LLC | 174 | $222.3K | 0.02% | −2−1.1% | Reduced |
| Catalina Capital Group, LLC | 174 | $222.3K | 0.08% | +174 | New |
| E&G Advisors, LP | 175 | $223.6K | 0.07% | +175 | New |
| Rockland Trust Co | 180 | $230.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $230.5K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 182 | $232.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 183 | $233.8K | 0.07% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 184 | $235.1K | 1.77% | −425−69.8% | Reduced |
| Smith, Salley & Associates | 185 | $236.4K | 0.02% | −1−0.5% | Reduced |
| Johnson Investment Counsel Inc | 187 | $238.9K | 0.00% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 188 | $240.2K | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 190 | $242.7K | 0.03% | −12−5.9% | Reduced |
| Keel Point, LLC | 197 | $245.0K | 0.02% | +15+8.2% | Added |
| KMG Fiduciary Partners, LLC | 192 | $245.3K | 0.02% | −2−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 192 | $245.3K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 192 | $245.3K | 0.02% | +26+15.7% | Added |
| Ellevest, Inc. | 192 | $245.3K | 0.01% | +28+17.1% | Added |
| First Nebraska Trust Co | 194 | $247.9K | 0.03% | 00.0% | Unchanged |
| Fractal Investments LLC | 195 | $249.1K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 194 | $250.0K | 0.00% | +194 | New |
| IFP Advisors, Inc | 196 | $250.0K | 0.01% | −102−34.2% | Reduced |
| Schmidt P J Investment Management Inc | 196 | $250.4K | 0.05% | +5+2.6% | Added |