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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 344 | $439.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 341 | $435.7K | 0.01% | +68+24.9% | Added |
| Hilltop Holdings Inc. | 341 | $435.7K | 0.05% | +165+93.8% | Added |
| Quadrant Capital Group LLC | 338 | $431.8K | 0.03% | +46+15.8% | Added |
| Choate Investment Advisors | 336 | $429.3K | 0.01% | −2−0.6% | Reduced |
| Bennett Selby Investments LP | 336 | $429.3K | 0.19% | +8+2.4% | Added |
| Argent Trust Co | 333 | $425.4K | 0.02% | +92+38.2% | Added |
| Fukoku Mutual Life Insurance Co | 332 | $424.2K | 0.03% | +23+7.4% | 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 |
| Insigneo Advisory Services, LLC | 346 | $418.5K | 0.05% | +83+31.6% | Added |
| Optimum Investment Advisors | 327 | $417.8K | 0.19% | 00.0% | Unchanged |
| Shelton Capital Management | 326 | $416.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 325 | $415.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 324 | $414.0K | 0.03% | +76+30.6% | Added |
| Forum Financial Management, LP | 320 | $408.8K | 0.01% | +1+0.3% | Added |
| Tiaa Trust, National Association | 319 | $407.6K | 0.00% | −7−2.1% | Reduced |
| Syon Capital LLC | 318 | $406.3K | 0.04% | +7+2.3% | Added |
| Pine Valley Investments Ltd Liability Co | 317 | $405.0K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 317 | $405.0K | 0.11% | +103+48.1% | Added |
| Frisch Financial Group, Inc. | 317 | $405.0K | 0.12% | +317 | New |
| GHP Investment Advisors, Inc. | 314 | $401.2K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 307 | $392.5K | 0.02% | +305+15,250.0% | Added |
| Sage Mountain Advisors LLC | 307 | $392.0K | 0.04% | +47+18.1% | Added |
| 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 |
| Westhampton Capital, LLC | 300 | $383.3K | 0.21% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 298 | $380.7K | 0.32% | +298 | New |
| Leonteq Securities AG | 297 | $379.4K | 0.05% | +32+12.1% | Added |
| Blue Edge Capital, LLC | 296 | $378.2K | 0.06% | −2−0.7% | Reduced |
| Umb Bank N A | 292 | $373.1K | 0.01% | +119+68.8% | Added |
| Perigon Wealth Management, LLC | 291 | $371.8K | 0.01% | +101+53.2% | Added |
| Secure Asset Management, LLC | 291 | $371.8K | 0.07% | +291 | New |
| Crescent Grove Advisors, LLC | 290 | $370.5K | 0.04% | −200−40.8% | Reduced |
| Fisher Asset Management, LLC | 288 | $368.8K | 0.00% | −31−9.7% | Reduced |
| Lazard Asset Management LLC | 289 | $368.0K | 0.00% | −106−26.8% | Reduced |
| D.A. Davidson & Co. | 288 | $368.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 287 | $355.4K | 0.00% | −962−77.0% | Reduced |
| Natixis | 278 | $355.2K | 0.00% | +278 | New |
| Independent Financial Group, LLC | 277 | $353.9K | 0.01% | +277 | New |
| Valeo Financial Advisors, LLC | 276 | $353.0K | 0.01% | +5+1.8% | Added |
| Diversified Trust Co | 276 | $352.6K | 0.01% | −21−7.1% | Reduced |
| Conning Inc. | 274 | $350.1K | 0.01% | +8+3.0% | Added |
| Sentry Investment Management LLC | 269 | $344.0K | 0.15% | −55−17.0% | Reduced |
| Kovack Advisors, Inc. | 268 | $342.5K | 0.04% | +44+19.6% | Added |
| Pinebridge Investments, L.P. | 268 | $342.4K | 0.00% | +71+36.0% | Added |
| 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 |
| Axxcess Wealth Management, LLC | 266 | $339.8K | 0.01% | −25−8.6% | Reduced |
| United Asset Strategies, Inc. | 264 | $337.6K | 0.03% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 264 | $337.3K | 0.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 264 | $337.0K | 0.09% | −47−15.1% | Reduced |
| Skopos Labs, Inc. | 269 | $326.6K | 0.14% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 250 | $319.4K | 0.01% | −6−2.3% | Reduced |
| Glaxis Capital Management, LLC | 250 | $319.4K | 0.55% | +250 | New |
| Empirical Asset Management, LLC | 2,744 | $319.3K | 0.12% | +2,429+771.1% | Added |
| Enterprise Financial Services Corp | 247 | $315.6K | 0.19% | −8−3.1% | Reduced |
| Alpha DNA Investment Management LLC | 245 | $313.0K | 0.18% | +245 | New |
| Sherbrooke Park Advisers LLC | 243 | $310.5K | 0.05% | +243 | New |
| Marshall Wace, LLP | 242 | $309.2K | 0.00% | −2,820−92.1% | Reduced |
| L.M. Kohn & Company | 240 | $306.6K | 0.08% | 00.0% | Unchanged |
| 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 |
| Fulton Bank, N.A. | 239 | $305.3K | 0.01% | +64+36.6% | Added |
| Moors & Cabot, Inc. | 238 | $304.1K | 0.02% | +52+28.0% | Added |
| Tuttle Tactical Management | 220 | $295.5K | 1.78% | +55+33.3% | Added |
| RFG Advisory, LLC | 230 | $294.3K | 0.01% | −4−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 229 | $292.6K | 0.01% | +229 | New |
| Plancorp, LLC | 228 | $291.3K | 0.01% | +5+2.2% | Added |
| Greenwich Wealth Management LLC | 228 | $291.0K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 227 | $290.0K | 0.06% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 225 | $287.5K | 0.02% | +225 | New |
| Spire Wealth Management | 223 | $284.9K | 0.01% | −167−42.8% | Reduced |
| 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 |
| 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 |
| Moneta Group Investment Advisors LLC | 221 | $282.4K | 0.00% | +221 | New |
| New Republic Capital, LLC | 218 | $278.5K | 0.14% | +40+22.5% | Added |
| Hill Investment Group Partners, LLC | 216 | $278.0K | 0.04% | +1+0.5% | Added |
| Graypoint LLC | 216 | $276.5K | 0.02% | +31+16.8% | Added |
| Aristeia Capital LLC | 213 | $272.1K | 0.01% | −118−35.6% | Reduced |
| LGL Partners, LLC | 212 | $270.9K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 212 | $270.9K | 0.00% | +212 | New |
| 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 |
| Chicago Trust Co NA | 211 | $269.6K | 0.05% | −3−1.4% | Reduced |
| Interchange Capital Partners, LLC | 210 | $268.1K | 0.10% | +58+38.2% | Added |
| AMG National Trust Bank | 209 | $267.6K | 0.01% | −12−5.4% | Reduced |
| Biltmore Family Office, LLC | 209 | $267.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 209 | $267.0K | 0.04% | +209 | New |
| Leavell Investment Management, Inc. | 208 | $266.0K | 0.01% | +208 | New |
| L2 Asset Management, LLC | 208 | $265.7K | 0.08% | +12+6.1% | Added |
| WMS Partners, LLC | 207 | $264.5K | 0.02% | +1+0.5% | Added |
| Patron Partners Advisors, LLC | 207 | $264.5K | 0.16% | +14+7.3% | 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 |
| Private Trust Co NA | 204 | $260.6K | 0.03% | +2+1.0% | Added |