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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.

Institutional holdersQ2 2024: 1,005 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ2 2024: $68.0B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$31.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2024.

Institutions holding TDG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kingsview Wealth Management, LLC5,131$6.56M0.15%+8+0.2%Added
Quantinno Capital Management LP5,059$6.46M0.12%+1,408+38.6%Added
Albar Capital Ltd5,025$6.42M0.98%−12,718−71.7%Reduced
Center Lake Capital Management, LLC5,000$6.39M12.40%00.0%Unchanged
Itau Unibanco Holding S.A.4,951$6.33M0.26%+4,951New
Baird Financial Group, Inc.4,895$6.25M0.01%+272+5.9%Added
Man Group plc4,892$6.25M0.02%+1,553+46.5%Added
MML Investors Services, LLC4,840$6.18M0.02%+799+19.8%Added
Riggs Asset Managment Co. Inc.4,820$6.16M1.84%+130+2.8%Added
Oregon Public Employees Retirement Fund4,805$6.14M0.12%+78+1.7%Added
Clearbridge Investments, LLC4,738$6.05M0.00%+111+2.4%Added
Cetera Investment Advisers4,697$6.00M0.01%+682+17.0%Added
Mackenzie Financial Corp4,685$5.99M0.01%−1,774−27.5%Reduced
Pacer Advisors, Inc.4,651$5.94M0.01%+163+3.6%Added
Advisors Asset Management, Inc.4,581$5.85M0.11%+99+2.2%Added
Macquarie Group Ltd4,561$5.83M0.01%+2,160+90.0%Added
Intrinsic Edge Capital Management LLC4,550$5.81M0.56%−4,500−49.7%Reduced
Gulf International Bank (UK) Ltd4,538$5.80M0.15%−456−9.1%Reduced
TD Waterhouse Canada Inc.4,619$5.79M0.05%+167+3.8%Added
Mediolanum International Funds Ltd4,808$5.78M0.09%+260+5.7%Added
KP Management LLC4,500$5.75M2.16%00.0%Unchanged
Northwestern Mutual Wealth Management Co4,497$5.75M0.01%+120+2.7%Added
NatWest Group plc4,495$5.74M1.96%−69−1.5%Reduced
Intech Investment Management LLC4,408$5.63M0.07%−2,357−34.8%Reduced
Teachers Retirement System of the State of Kentucky4,350$5.56M0.05%−124−2.8%Reduced
Kovitz Investment Group Partners, LLC4,331$5.53M0.05%−1,408−24.5%Reduced
Mizuho Securities USA LLC4,313$5.51M0.12%+4,313New
Chartwell Investment Partners, LLC4,294$5.49M0.19%+201+4.9%Added
Cresset Asset Management, LLC4,294$5.49M0.02%+409+10.5%Added
Mirae Asset Global ETFs Holdings Ltd.4,260$5.44M0.01%+4,260New
Maryland State Retirement & Pension System4,243$5.42M0.10%+120+2.9%Added
Dorsey Wright & Associates4,235$5.41M1.40%+40+1.0%Added
Point72 (DIFC) Ltd4,226$5.40M0.48%+4,226New
Kentucky Retirement Systems4,217$5.39M0.16%−6−0.1%Reduced
Ethic Inc.4,184$5.35M0.13%+267+6.8%Added
Avanda Investment Management Pte. Ltd.4,184$5.35M0.81%−3,071−42.3%Reduced
JustInvest LLC4,224$5.31M0.10%+371+9.6%Added
Kennedy Capital Management, Inc.4,146$5.30M0.11%−487−10.5%Reduced
Covenant Asset Management, LLC4,122$5.27M1.18%+3+0.1%Added
Candelo Capital Management LP4,121$5.27M3.90%+1,644+66.4%Added
Centiva Capital, LP4,089$5.22M0.25%+3,637+804.6%Added
Atria Investments LLC4,049$5.17M0.07%+269+7.1%Added
Miura Global Management, LLC4,000$5.11M4.98%+500+14.3%Added
MBB Public Markets I LLC3,985$5.09M0.11%+3,686+1,232.8%Added
BNC Wealth Management, LLC3,948$5.04M1.87%+480+13.8%Added
Wealth Enhancement Advisory Services, LLC3,898$4.98M0.01%+567+17.0%Added
Minot Capital, LP3,865$4.94M1.46%00.0%Unchanged
Wetherby Asset Management Inc3,852$4.92M0.23%−51−1.3%Reduced
Envestnet Portfolio Solutions, Inc.3,826$4.89M0.02%+789+26.0%Added
National Philanthropic Trust3,808$4.87M0.09%−6−0.2%Reduced
Mirae Asset Global Investments Co., Ltd.3,747$4.83M0.02%+3,747New
Americana Partners, LLC3,741$4.78M0.38%+587+18.6%Added
Csenge Advisory Group3,723$4.76M0.27%+10+0.3%Added
Cornerstone Advisors, LLC3,700$4.73M0.19%00.0%Unchanged
Concentric Capital Strategies, LP3,686$4.71M0.29%−6,025−62.0%Reduced
Hartford Investment Management Co3,596$4.59M0.16%−2−0.1%Reduced
Brant Point Investment Management LLC3,589$4.59M1.07%+3,589New
Cloverfields Capital Group, LP3,580$4.57M1.54%−26−0.7%Reduced
Navellier & Associates Inc3,569$4.56M0.54%+168+4.9%Added
Catalyst Capital Advisors LLC3,556$4.54M0.10%−380−9.7%Reduced
Pitcairn Co3,541$4.52M0.28%+3,342+1,679.4%Added
Bokf, NA3,535$4.52M0.08%+2,940+494.1%Added
Sigma Investment Counselors Inc3,470$4.43M0.28%+239+7.4%Added
O'Shaughnessy Asset Management, LLC3,456$4.42M0.05%+658+23.5%Added
Raymond James Financial Services Advisors, Inc.3,442$4.40M0.01%+931+37.1%Added
Alcosta Capital Management, Inc.3,435$4.39M2.70%−19−0.6%Reduced
Prime Capital Investment Advisors, LLC3,366$4.30M0.06%−422−11.1%Reduced
Principal Securities, Inc.3,362$4.30M0.12%−54−1.6%Reduced
Securian Asset Management, Inc3,302$4.22M0.12%00.0%Unchanged
Frank, Rimerman Advisors LLC3,291$4.20M0.30%+3,288+109,600.0%Added
Louisiana State Employees Retirement System3,200$4.09M0.08%00.0%Unchanged
AIA Group Ltd3,193$4.08M0.12%+1,796+128.6%Added
BI Asset Management Fondsmaeglerselskab A/S3,151$4.03M0.07%+1,859+143.9%Added
Swiss Life Asset Management Ltd3,132$4.00M0.05%+619+24.6%Added
King Luther Capital Management Corp3,116$3.98M0.02%−116−3.6%Reduced
Bain Capital Public Equity, LP3,085$3.94M4.31%−1,369−30.7%Reduced
Girard Partners Ltd.3,079$3.93M0.37%−343−10.0%Reduced
Walleye Capital LLC3,064$3.91M0.04%+1,492+94.9%Added
Cercano Management LLC3,035$3.88M0.10%+3,035New
Rockingstone Advisors LLC2,999$3.83M1.97%−17−0.6%Reduced
Capital Group Investment Management Pte. Ltd.2,945$3.76M0.81%−1,794−37.9%Reduced
UniSuper Management Pty Ltd2,872$3.67M0.03%+1,316+84.6%Added
Vident Advisory, LLC2,871$3.67M0.10%−3,336−53.7%Reduced
Great Lakes Advisors, LLC2,871$3.67M0.03%−203−6.6%Reduced
NWK Group, Inc.2,871$3.67M1.54%+2+0.1%Added
Kornitzer Capital Management Inc2,847$3.64M0.07%−6−0.2%Reduced
Simplex Trading, LLC2,810$3.59M0.12%−709−20.1%Reduced
Eos Management, L.P.2,807$3.59M1.40%00.0%Unchanged
New Mexico Educational Retirement Board2,800$3.58M0.12%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.2,791$3.56M0.01%−186−6.2%Reduced
Allen Operations LLC2,764$3.53M0.69%00.0%Unchanged
PGGM Investments2,757$3.52M0.05%00.0%Unchanged
Paloma Partners Management Co2,726$3.48M0.30%+2,726New
Entropy Technologies, LP2,683$3.43M0.37%+2,683New
Texas Yale Capital Corp.2,612$3.34M0.16%00.0%Unchanged
Commerce Bank2,599$3.32M0.02%+190+7.9%Added
Crossmark Global Holdings, Inc.2,597$3.32M0.06%−131−4.8%Reduced
Allianz SE2,594$3.31M0.10%00.0%Unchanged
Glenmede Trust Co NA2,564$3.28M0.02%+140+5.8%Added
Advisor Group Holdings, Inc.2,553$3.27M0.01%+612+31.5%Added