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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 196 | $250.4K | 0.09% | +196 | New |
| Legacy Financial Advisors, Inc. | 199 | $254.2K | 0.05% | +199 | New |
| Aptus Capital Advisors, LLC | 199 | $254.2K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 201 | $256.8K | 0.01% | +1+0.5% | Added |
| RMB Capital Management, LLC | 202 | $258.1K | 0.01% | −66−24.6% | Reduced |
| Private Trust Co NA | 204 | $260.6K | 0.03% | +2+1.0% | Added |
| Fairway Wealth LLC | 205 | $261.9K | 0.15% | +4+2.0% | Added |
| Simon Quick Advisors, LLC | 205 | $261.9K | 0.02% | +32+18.5% | Added |
| Patron Partners Advisors, LLC | 207 | $264.5K | 0.16% | +14+7.3% | Added |
| WMS Partners, LLC | 207 | $264.5K | 0.02% | +1+0.5% | Added |
| L2 Asset Management, LLC | 208 | $265.7K | 0.08% | +12+6.1% | Added |
| Leavell Investment Management, Inc. | 208 | $266.0K | 0.01% | +208 | New |
| Biltmore Family Office, LLC | 209 | $267.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 209 | $267.0K | 0.04% | +209 | New |
| AMG National Trust Bank | 209 | $267.6K | 0.01% | −12−5.4% | Reduced |
| Interchange Capital Partners, LLC | 210 | $268.1K | 0.10% | +58+38.2% | Added |
| Chicago Trust Co NA | 211 | $269.6K | 0.05% | −3−1.4% | Reduced |
| Boston Private Wealth LLC | 211 | $269.6K | 0.01% | −71−25.2% | Reduced |
| Rathbone Brothers plc | 211 | $269.6K | 0.00% | +1+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 211 | $269.6K | 0.16% | +211 | New |
| LGL Partners, LLC | 212 | $270.9K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 212 | $270.9K | 0.00% | +212 | New |
| Aristeia Capital LLC | 213 | $272.1K | 0.01% | −118−35.6% | Reduced |
| Graypoint LLC | 216 | $276.5K | 0.02% | +31+16.8% | Added |
| Hill Investment Group Partners, LLC | 216 | $278.0K | 0.04% | +1+0.5% | Added |
| New Republic Capital, LLC | 218 | $278.5K | 0.14% | +40+22.5% | Added |
| Moneta Group Investment Advisors LLC | 221 | $282.4K | 0.00% | +221 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 222 | $283.6K | 0.03% | +8+3.7% | Added |
| Prosperity Financial Group, Inc. | 222 | $283.6K | 0.18% | +15+7.2% | Added |
| Fielder Capital Group LLC | 223 | $284.9K | 0.11% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 223 | $284.9K | 0.11% | +40+21.9% | Added |
| Spire Wealth Management | 223 | $284.9K | 0.01% | −167−42.8% | Reduced |
| Oxford Financial Group Ltd | 225 | $287.5K | 0.02% | +225 | New |
| TBH Global Asset Management, LLC | 227 | $290.0K | 0.06% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 228 | $291.0K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 228 | $291.3K | 0.01% | +5+2.2% | Added |
| J.W. Cole Advisors, Inc. | 229 | $292.6K | 0.01% | +229 | New |
| RFG Advisory, LLC | 230 | $294.3K | 0.01% | −4−1.7% | Reduced |
| Tuttle Tactical Management | 220 | $295.5K | 1.78% | +55+33.3% | Added |
| Moors & Cabot, Inc. | 238 | $304.1K | 0.02% | +52+28.0% | Added |
| Fulton Bank, N.A. | 239 | $305.3K | 0.01% | +64+36.6% | Added |
| Carnegie Capital Asset Management, LLC | 239 | $305.3K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 239 | $305.3K | 0.01% | +13+5.8% | Added |
| L.M. Kohn & Company | 240 | $306.6K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 242 | $309.2K | 0.00% | −2,820−92.1% | Reduced |
| Sherbrooke Park Advisers LLC | 243 | $310.5K | 0.05% | +243 | New |
| Alpha DNA Investment Management LLC | 245 | $313.0K | 0.18% | +245 | New |
| Enterprise Financial Services Corp | 247 | $315.6K | 0.19% | −8−3.1% | Reduced |
| Empirical Asset Management, LLC | 2,744 | $319.3K | 0.12% | +2,429+771.1% | Added |
| Snowden Capital Advisors LLC | 250 | $319.4K | 0.01% | −6−2.3% | Reduced |
| Glaxis Capital Management, LLC | 250 | $319.4K | 0.55% | +250 | New |
| Skopos Labs, Inc. | 269 | $326.6K | 0.14% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 264 | $337.0K | 0.09% | −47−15.1% | Reduced |
| Integrity Wealth Solutions LLC | 264 | $337.3K | 0.22% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 264 | $337.6K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 266 | $339.8K | 0.01% | −25−8.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 267 | $341.1K | 0.01% | −2−0.7% | Reduced |
| LWM Advisory Services, LLC | 267 | $341.1K | 0.29% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 268 | $342.4K | 0.00% | +71+36.0% | Added |
| Kovack Advisors, Inc. | 268 | $342.5K | 0.04% | +44+19.6% | Added |
| Sentry Investment Management LLC | 269 | $344.0K | 0.15% | −55−17.0% | Reduced |
| Conning Inc. | 274 | $350.1K | 0.01% | +8+3.0% | Added |
| Diversified Trust Co | 276 | $352.6K | 0.01% | −21−7.1% | Reduced |
| Valeo Financial Advisors, LLC | 276 | $353.0K | 0.01% | +5+1.8% | Added |
| Independent Financial Group, LLC | 277 | $353.9K | 0.01% | +277 | New |
| Natixis | 278 | $355.2K | 0.00% | +278 | New |
| Allworth Financial LP | 287 | $355.4K | 0.00% | −962−77.0% | Reduced |
| D.A. Davidson & Co. | 288 | $368.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 289 | $368.0K | 0.00% | −106−26.8% | Reduced |
| Fisher Asset Management, LLC | 288 | $368.8K | 0.00% | −31−9.7% | Reduced |
| Crescent Grove Advisors, LLC | 290 | $370.5K | 0.04% | −200−40.8% | Reduced |
| Perigon Wealth Management, LLC | 291 | $371.8K | 0.01% | +101+53.2% | Added |
| Secure Asset Management, LLC | 291 | $371.8K | 0.07% | +291 | New |
| Umb Bank N A | 292 | $373.1K | 0.01% | +119+68.8% | Added |
| Blue Edge Capital, LLC | 296 | $378.2K | 0.06% | −2−0.7% | Reduced |
| Leonteq Securities AG | 297 | $379.4K | 0.05% | +32+12.1% | Added |
| Vienna Asset Management LLC | 298 | $380.7K | 0.32% | +298 | New |
| Westhampton Capital, LLC | 300 | $383.3K | 0.21% | 00.0% | Unchanged |
| ASB Consultores, LLC | 301 | $384.6K | 0.14% | −349−53.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 301 | $384.6K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 301 | $384.6K | 0.01% | +301 | New |
| Sage Mountain Advisors LLC | 307 | $392.0K | 0.04% | +47+18.1% | Added |
| PEAK6 Investments LLC | 307 | $392.5K | 0.02% | +305+15,250.0% | Added |
| GHP Investment Advisors, Inc. | 314 | $401.2K | 0.02% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 317 | $405.0K | 0.12% | +317 | New |
| Univest Financial Corp | 317 | $405.0K | 0.11% | +103+48.1% | Added |
| Pine Valley Investments Ltd Liability Co | 317 | $405.0K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 318 | $406.3K | 0.04% | +7+2.3% | Added |
| Tiaa Trust, National Association | 319 | $407.6K | 0.00% | −7−2.1% | Reduced |
| Forum Financial Management, LP | 320 | $408.8K | 0.01% | +1+0.3% | Added |
| Harvest Fund Management Co., Ltd | 324 | $414.0K | 0.03% | +76+30.6% | Added |
| Salem Investment Counselors Inc | 325 | $415.2K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 326 | $416.5K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 327 | $417.8K | 0.19% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 346 | $418.5K | 0.05% | +83+31.6% | Added |
| Schechter Investment Advisors, LLC | 329 | $420.3K | 0.03% | −1−0.3% | Reduced |
| Nations Financial Group Inc, | 329 | $420.3K | 0.03% | +329 | New |
| Fukoku Mutual Life Insurance Co | 332 | $424.2K | 0.03% | +23+7.4% | Added |
| Argent Trust Co | 333 | $425.4K | 0.02% | +92+38.2% | Added |
| Choate Investment Advisors | 336 | $429.3K | 0.01% | −2−0.6% | Reduced |