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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 202 | $258.1K | 0.01% | −66−24.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 201 | $256.8K | 0.01% | +1+0.5% | Added |
| Aptus Capital Advisors, LLC | 199 | $254.2K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 199 | $254.2K | 0.05% | +199 | New |
| Schmidt P J Investment Management Inc | 196 | $250.4K | 0.05% | +5+2.6% | Added |
| TrueWealth Advisors, LLC | 196 | $250.4K | 0.09% | +196 | New |
| IFP Advisors, Inc | 196 | $250.0K | 0.01% | −102−34.2% | Reduced |
| Morningstar Investment Services LLC | 194 | $250.0K | 0.00% | +194 | New |
| Fractal Investments LLC | 195 | $249.1K | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 194 | $247.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| Keel Point, LLC | 197 | $245.0K | 0.02% | +15+8.2% | Added |
| Legacy Advisors, LLC | 190 | $242.7K | 0.03% | −12−5.9% | Reduced |
| Aprio Wealth Management, LLC | 188 | $240.2K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 187 | $238.9K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 185 | $236.4K | 0.02% | −1−0.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 184 | $235.1K | 1.77% | −425−69.8% | Reduced |
| Pinnacle Bancorp, Inc. | 183 | $233.8K | 0.07% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 182 | $232.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $230.5K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 180 | $230.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 175 | $223.6K | 0.07% | +175 | New |
| Aureus Asset Management, LLC | 174 | $222.3K | 0.02% | −2−1.1% | Reduced |
| Catalina Capital Group, LLC | 174 | $222.3K | 0.08% | +174 | New |
| EverSource Wealth Advisors, LLC | 171 | $221.1K | 0.01% | +12+7.5% | Added |
| Pinkerton Retirement Specialists, LLC | 172 | $219.7K | 0.03% | +7+4.2% | Added |
| Von Berge Wealth Management Group, LLC | 175 | $219.2K | 0.14% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 171 | $218.5K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 170 | $217.5K | 0.03% | −8−4.5% | Reduced |
| Allstate Corp | 169 | $215.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 169 | $215.9K | 0.01% | +36+27.1% | Added |
| IHT Wealth Management, LLC | 168 | $214.6K | 0.01% | +168 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 168 | $214.6K | 0.05% | +168 | New |
| Farther Finance Advisors, LLC | 170 | $212.4K | 0.01% | +7+4.3% | Added |
| Bay Rivers Group | 165 | $210.8K | 0.11% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 162 | $207.0K | 0.02% | +17+11.7% | Added |
| Horan Capital Advisors, LLC. | 160 | $204.4K | 0.07% | −40−20.0% | Reduced |
| Cromwell Holdings LLC | 159 | $203.1K | 0.12% | +159 | New |
| Virtue Capital Management, LLC | 157 | $202.8K | 0.03% | +157 | New |
| 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 |
| Alta Advisers Ltd | 150 | $191.6K | 0.09% | +50+50.0% | Added |
| Manchester Capital Management LLC | 149 | $190.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| Ashton Thomas Private Wealth, LLC | 134 | $171.2K | 0.01% | +134 | New |
| Global Retirement Partners, LLC | 130 | $166.1K | 0.01% | +29+28.7% | Added |
| Hazlett, Burt & Watson, Inc. | 128 | $163.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 127 | $162.3K | 0.03% | −1−0.8% | Reduced |
| Gen-Wealth Partners Inc | 126 | $161.0K | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 125 | $159.3K | 0.02% | +125 | New |
| Quent Capital, LLC | 124 | $158.5K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 124 | $158.4K | 0.01% | +34+37.8% | Added |
| Glass Jacobson Investment Advisors llc | 124 | $158.4K | 0.06% | +124 | New |
| Avalon Trust Co | 123 | $157.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 122 | $155.9K | 0.00% | +17+16.2% | Added |
| HHM Wealth Advisors, LLC | 117 | $149.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 115 | $146.9K | 0.01% | +28+32.2% | Added |
| Resources Management Corp | 110 | $141.0K | 0.02% | −5−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 113 | $139.2K | 0.00% | +88+352.0% | Added |
| Triad Wealth Partners, LLC | 106 | $135.4K | 0.07% | +106 | New |
| Smartleaf Asset Management LLC | 105 | $135.3K | 0.02% | +48+84.2% | Added |
| Valley National Advisers Inc | 105 | $134.0K | 0.02% | −4−3.7% | Reduced |
| Deseret Mutual Benefit Administrators | 101 | $129.0K | 0.06% | −5−4.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 100 | $127.8K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $127.8K | 0.03% | +100 | New |
| Jones Financial Companies LLLP | 97 | $123.9K | 0.00% | +96+9,600.0% | Added |
| Colonial Trust Advisors | 95 | $121.4K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 94 | $120.4K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 94 | $120.1K | 0.04% | +35+59.3% | Added |
| Raffa Wealth Management, LLC | 92 | $117.5K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 87 | $112.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 86 | $109.9K | 0.03% | −7−7.5% | Reduced |
| TFC Financial Management | 85 | $108.6K | 0.02% | +1+1.2% | Added |
| Larson Financial Group LLC | 84 | $107.3K | 0.01% | +80+2,000.0% | Added |
| Covestor Ltd | 82 | $106.0K | 0.07% | −9−9.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 80 | $102.2K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 75 | $95.8K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 72 | $92.0K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 72 | $92.0K | 0.04% | +72 | 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 |
| Rothschild Investment LLC | 63 | $80.5K | 0.01% | +21+50.0% | Added |
| Kings Path Partners LLC | 63 | $80.5K | 0.04% | +63 | New |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $71.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 56 | $71.0K | 0.00% | −5−8.2% | Reduced |
| Castleview Partners, LLC | 54 | $69.0K | 0.04% | +4+8.0% | Added |
| Rise Advisors, LLC | 53 | $67.4K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 51 | $65.2K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $63.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $57.5K | 0.01% | +38+542.9% | Added |
| International Assets Investment Management, LLC | 45 | $57.0K | 0.01% | +45 | New |
| Frazier Financial Advisors, LLC | 43 | $54.9K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $51.1K | 0.01% | +7+21.2% | Added |
| Optiver Holding B.V. | 37 | $47.3K | 0.00% | −96−72.2% | Reduced |