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, Q3 2024
Institutional positions in TransDigm Group INC as of Sep 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
- 1,032
- +36 vs. Q2 2024
- Shares held
- 51.9M
- +2.64M (+5.4%) vs. Q2 2024
- Total value
- $74.0B
- +$11.0B (+17.5%) vs. Q2 2024
- New holders
- 124
- 392 more added
- Sold out
- 88
- 352 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 6,258,887 | $8.93B | 1.71% | −61,086−1.0% | Reduced |
| Vanguard Group Inc | 6,191,519 | $8.84B | 0.16% | +39,491+0.6% | Added |
| BlackRock, Inc. | 3,919,658 | $5.59B | 0.12% | +3,919,658 | New |
| Capital World Investors | 3,636,386 | $5.19B | 0.80% | +99,965+2.8% | Added |
| State Street Corp | 2,229,199 | $3.18B | 0.13% | +29,489+1.3% | Added |
| JPMorgan Chase & Co | 1,997,827 | $2.85B | 0.23% | +173,342+9.5% | Added |
| Principal Financial Group Inc | 1,940,852 | $2.77B | 1.51% | −58,906−2.9% | Reduced |
| FMR LLC | 1,920,181 | $2.74B | 0.17% | +43,604+2.3% | Added |
| Capital Research Global Investors | 1,823,819 | $2.60B | 0.54% | −195,995−9.7% | Reduced |
| Morgan Stanley | 1,272,786 | $1.82B | 0.13% | +179,340+16.4% | Added |
| Geode Capital Management, LLC | 1,133,443 | $1.61B | 0.13% | +19,314+1.7% | Added |
| Altarock Partners LLC | 1,048,264 | $1.50B | 29.46% | −25,000−2.3% | Reduced |
| Norges Bank | 847,929 | $1.21B | 0.17% | +11,407+1.4% | Added |
| Windacre Partnership LLC | 728,000 | $1.04B | 13.81% | +217,700+42.7% | Added |
| Stockbridge Partners LLC | 706,338 | $1.01B | 20.24% | 00.0% | Unchanged |
| Invesco Ltd. | 528,681 | $754.5M | 0.15% | −125,952−19.2% | Reduced |
| Primecap Management Co | 513,194 | $732.4M | 0.54% | +900+0.2% | Added |
| Price T Rowe Associates Inc | 460,927 | $657.8M | 0.08% | −61,197−11.7% | Reduced |
| Northern Trust Corp | 450,120 | $642.4M | 0.11% | −10,862−2.4% | Reduced |
| Westfield Capital Management Co LP | 372,061 | $531.0M | 2.40% | +8,655+2.4% | Added |
| Bank of America Corp | 353,479 | $504.5M | 0.04% | +16,723+5.0% | Added |
| Charles Schwab Investment Management Inc | 338,106 | $482.5M | 0.09% | +4,481+1.3% | Added |
| Bank of New York Mellon Corp | 313,104 | $446.8M | 0.08% | −7,667−2.4% | Reduced |
| Legal & General Group Plc | 275,223 | $392.8M | 0.10% | −2,548−0.9% | Reduced |
| UBS Asset Management Americas Inc | 274,620 | $391.9M | 0.10% | +7,947+3.0% | Added |
| UBS Group AG | 238,083 | $339.8M | 0.10% | +10,034+4.4% | Added |
| Goldman Sachs Group Inc | 233,229 | $332.8M | 0.06% | +11,680+5.3% | Added |
| Brown Advisory Inc | 213,945 | $305.3M | 0.38% | −18,335−7.9% | Reduced |
| Ameriprise Financial Inc | 203,355 | $290.2M | 0.07% | −3,542−1.7% | Reduced |
| Franklin Resources Inc | 205,543 | $290.2M | 0.08% | +4,442+2.2% | Added |
| Alkeon Capital Management LLC | 195,791 | $279.4M | 1.53% | −171−0.1% | Reduced |
| Vulcan Value Partners, LLC | 195,116 | $278.5M | 4.66% | −25,454−11.5% | Reduced |
| American Century Companies Inc | 182,084 | $259.9M | 0.15% | −35,097−16.2% | Reduced |
| DF Dent & Co Inc | 180,017 | $256.9M | 3.12% | −10,706−5.6% | Reduced |
| Blair William & Co | 177,669 | $253.6M | 0.74% | +285+0.2% | Added |
| CIBC Private Wealth Group, LLC | 173,530 | $247.6M | 0.44% | −893−0.5% | Reduced |
| Swiss National Bank | 166,100 | $237.0M | 0.15% | +1,400+0.9% | Added |
| Darsana Capital Partners LP | 165,000 | $235.5M | 5.80% | 00.0% | Unchanged |
| Wells Fargo & Company | 164,446 | $234.7M | 0.06% | −13,247−7.5% | Reduced |
| Fred Alger Management, LLC | 157,493 | $224.8M | 1.09% | −21,673−12.1% | Reduced |
| Neuberger Berman Group LLC | 150,211 | $214.4M | 0.17% | +2,460+1.7% | Added |
| Nuveen Asset Management, LLC | 147,283 | $210.2M | 0.06% | −14,939−9.2% | Reduced |
| Canada Pension Plan Investment Board | 143,746 | $205.1M | 0.19% | −1,665−1.1% | Reduced |
| Dimensional Fund Advisors LP | 139,728 | $199.4M | 0.05% | −575−0.4% | Reduced |
| Royal Bank of Canada | 137,782 | $196.6M | 0.04% | +20,466+17.4% | Added |
| Barclays PLC | 137,256 | $195.9M | 0.09% | −6,030−4.2% | Reduced |
| Qube Research & Technologies Ltd | 137,127 | $195.7M | 0.36% | −6,665−4.6% | Reduced |
| National Pension Service | 140,703 | $190.2M | 0.18% | +16,656+13.4% | Added |
| Voya Investment Management LLC | 132,606 | $189.2M | 0.20% | −23,975−15.3% | Reduced |
| Heard Capital LLC | 132,206 | $188.7M | 10.58% | +13,073+11.0% | Added |
| Deutsche Bank AG | 127,654 | $182.2M | 0.07% | −49,931−28.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 123,240 | $175.9M | 0.12% | +1,988+1.6% | Added |
| Citigroup Inc | 120,876 | $172.5M | 0.16% | +32,609+36.9% | Added |
| Advent International Corp | 115,474 | $164.8M | 3.49% | −15,700−12.0% | Reduced |
| Sands Capital Management, LLC | 115,136 | $164.3M | 0.50% | −5,746−4.8% | Reduced |
| Skye Global Management LP | 112,000 | $159.8M | 3.86% | +928+0.8% | Added |
| EULAV Asset Management | 107,457 | $153.4M | 3.73% | −2,200−2.0% | Reduced |
| Bamco Inc | 105,859 | $151.1M | 0.40% | +5,859+5.9% | Added |
| Atalan Capital Partners, LP | 103,000 | $147.0M | 12.64% | −10,500−9.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 101,911 | $145.4M | 2.77% | −753−0.7% | Reduced |
| HSBC Holdings PLC | 105,389 | $145.2M | 0.09% | +18,496+21.3% | Added |
| Rhumbline Advisers | 101,577 | $145.0M | 0.13% | −1,927−1.9% | Reduced |
| Massachusetts Financial Services Co | 99,147 | $141.5M | 0.04% | −1,348−1.3% | Reduced |
| Intermede Investment Partners Ltd | 98,104 | $140.0M | 2.92% | +98,104 | New |
| US Bancorp | 97,723 | $139.5M | 0.18% | −735−0.7% | Reduced |
| Bain Capital Public Equity Management II, LLC | 95,194 | $135.9M | 6.18% | −44,634−31.9% | Reduced |
| Bristol John W & Co Inc | 94,845 | $135.4M | 2.16% | −1,011−1.1% | Reduced |
| Zurich Insurance Group Ltd | 94,537 | $134.9M | 1.14% | +31,376+49.7% | Added |
| Meritage Group LP | 94,478 | $134.8M | 3.15% | −51,688−35.4% | Reduced |
| California Public Employees Retirement System | 94,307 | $134.6M | 0.09% | −1,662−1.7% | Reduced |
| California State Teachers Retirement System | 91,961 | $131.2M | 0.15% | +336+0.4% | Added |
| Voloridge Investment Management, LLC | 89,790 | $128.1M | 0.47% | +18,295+25.6% | Added |
| BNP Paribas Arbitrage, SA | 85,692 | $122.3M | 0.12% | +16,049+23.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,058 | $118.5M | 0.13% | +8,172+10.9% | Added |
| Triple Frond Partners LLC | 82,673 | $118.0M | 15.27% | +20,434+32.8% | Added |
| Douglas Lane & Associates, LLC | 82,345 | $117.5M | 1.62% | −1,387−1.7% | Reduced |
| State of Michigan Retirement System | 76,292 | $108.9M | 0.54% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 75,500 | $107.7M | 0.16% | −11,100−12.8% | Reduced |
| Envestnet Asset Management Inc | 71,319 | $101.8M | 0.03% | −1,352−1.9% | Reduced |
| New York State Common Retirement Fund | 70,664 | $100.8M | 0.14% | +1,376+2.0% | Added |
| Millennium Management LLC | 70,464 | $100.6M | 0.09% | −75,657−51.8% | Reduced |
| Lord, Abbett & Co. LLC | 67,977 | $97.0M | 0.31% | −6,019−8.1% | Reduced |
| Raymond James & Associates | 67,335 | $96.1M | 0.06% | +2,025+3.1% | Added |
| Russell Investments Group, Ltd. | 65,576 | $93.5M | 0.14% | +39,240+149.0% | Added |
| Capital Group Private Client Services, Inc. | 63,590 | $90.8M | 0.86% | −1,823−2.8% | Reduced |
| Mar Vista Investment Partners LLC | 61,366 | $87.6M | 5.58% | −20,005−24.6% | Reduced |
| Employees Retirement System of Texas | 60,529 | $86.4M | 0.75% | −2,471−3.9% | Reduced |
| Bank of Montreal | 61,223 | $85.9M | 0.04% | −14,369−19.0% | Reduced |
| Argent Capital Management LLC | 59,740 | $85.3M | 2.36% | −1,264−2.1% | Reduced |
| Alliancebernstein L.P. | 59,691 | $85.2M | 0.03% | −423−0.7% | Reduced |
| Artisan Partners Limited Partnership | 57,121 | $81.5M | 0.12% | −17,324−23.3% | Reduced |
| State Board of Administration of Florida Retirement System | 55,251 | $78.9M | 0.15% | +907+1.7% | Added |
| Stifel Financial Corp | 54,360 | $77.6M | 0.08% | +5,116+10.4% | Added |
| Schroder Investment Management Group | 53,571 | $76.5M | 0.08% | +9,014+20.2% | Added |
| Adage Capital Partners GP, L.L.C. | 52,894 | $75.5M | 0.13% | −800−1.5% | Reduced |
| Ci Investments Inc. | 52,797 | $75.3M | 0.29% | −1,389−2.6% | Reduced |
| Chicago Capital, LLC | 51,479 | $73.5M | 2.04% | −74−0.1% | Reduced |
| STRS Ohio | 48,558 | $69.3M | 0.27% | +9,779+25.2% | Added |
| Linonia Partnership LP | 48,159 | $68.7M | 4.17% | −31,560−39.6% | Reduced |
| New York State Teachers Retirement System | 47,249 | $67.4M | 0.14% | −1,808−3.7% | Reduced |