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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 179 | $255.5K | 0.15% | −39−17.9% | Reduced |
| Chase Investment Counsel Corp | 180 | $256.0K | 0.09% | +180 | New |
| Rockland Trust Co | 180 | $256.9K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 182 | $259.7K | 0.13% | −23−11.2% | Reduced |
| Pinnacle Bancorp, Inc. | 183 | $261.2K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 183 | $261.2K | 0.02% | +12+7.0% | Added |
| Legacy Financial Advisors, Inc. | 184 | $262.6K | 0.04% | −15−7.5% | Reduced |
| Ellevest, Inc. | 184 | $262.6K | 0.01% | −8−4.2% | Reduced |
| Waldron Private Wealth LLC | 184 | $262.6K | 0.01% | +2+1.1% | Added |
| Aaron Wealth Advisors | 185 | $264.0K | 0.03% | −24−11.5% | Reduced |
| HBW Advisory Services LLC | 185 | $264.0K | 0.04% | +22+13.5% | Added |
| Smartleaf Asset Management LLC | 189 | $265.1K | 0.03% | +84+80.0% | Added |
| Farther Finance Advisors, LLC | 187 | $266.2K | 0.01% | +17+10.0% | Added |
| Daymark Wealth Partners, LLC | 187 | $266.9K | 0.01% | −52−21.8% | Reduced |
| Johnson Investment Counsel Inc | 188 | $268.0K | 0.00% | +1+0.5% | Added |
| Aprio Wealth Management, LLC | 188 | $268.3K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 188 | $268.5K | 0.01% | +20+11.9% | Added |
| Hill Investment Group Partners, LLC | 216 | $270.6K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 191 | $272.6K | 0.02% | −6−3.0% | Reduced |
| KMG Fiduciary Partners, LLC | 192 | $274.0K | 0.02% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 194 | $276.9K | 0.09% | −830−81.1% | Reduced |
| First Nebraska Trust Co | 194 | $276.9K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 194 | $276.9K | 0.09% | +20+11.5% | Added |
| Aptus Capital Advisors, LLC | 194 | $276.9K | 0.00% | −5−2.5% | Reduced |
| Fractal Investments LLC | 195 | $278.3K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 196 | $279.7K | 0.02% | +196 | New |
| AMG National Trust Bank | 196 | $279.7K | 0.01% | −13−6.2% | Reduced |
| Plancorp, LLC | 198 | $282.6K | 0.01% | −30−13.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 200 | $285.4K | 0.01% | −1−0.5% | Reduced |
| Morningstar Investment Services LLC | 204 | $286.0K | 0.00% | +10+5.2% | Added |
| Thompson Siegel & Walmsley LLC | 201 | $287.0K | 0.00% | +201 | New |
| RMB Capital Management, LLC | 202 | $288.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 204 | $291.1K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 206 | $294.3K | 0.09% | +206 | New |
| IFP Advisors, Inc | 207 | $295.5K | 0.01% | +11+5.6% | Added |
| Leavell Investment Management, Inc. | 208 | $296.8K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 208 | $298.0K | 0.11% | −2−1.0% | Reduced |
| Equitable Holdings, Inc. | 209 | $298.3K | 0.00% | +209 | New |
| Schmidt P J Investment Management Inc | 210 | $299.7K | 0.05% | +14+7.1% | Added |
| Fortitude Advisory Group L.L.C. | 211 | $301.1K | 0.19% | 00.0% | Unchanged |
| Rathbone Brothers plc | 212 | $302.6K | 0.00% | +1+0.5% | Added |
| Bay Rivers Group | 212 | $302.6K | 0.15% | +47+28.5% | Added |
| Dudley Capital Management, LLC | 212 | $302.6K | 0.16% | +212 | New |
| AA Financial Advisors, LLC | 212 | $302.6K | 0.09% | +212 | New |
| Patron Partners Advisors, LLC | 213 | $304.0K | 0.17% | +6+2.9% | Added |
| Global Retirement Partners, LLC | 213 | $304.0K | 0.01% | +83+63.8% | Added |
| Prelude Capital Management, LLC | 214 | $305.4K | 0.02% | −308−59.0% | Reduced |
| LGL Partners, LLC | 214 | $305.4K | 0.04% | +2+0.9% | Added |
| Biltmore Family Office, LLC | 214 | $305.4K | 0.05% | +5+2.4% | Added |
| L2 Asset Management, LLC | 215 | $306.8K | 0.08% | +7+3.4% | Added |
| Moseley Investment Management Inc | 217 | $309.7K | 0.12% | +217 | New |
| Fisher Asset Management, LLC | 219 | $312.8K | 0.00% | −69−24.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 220 | $314.0K | 0.03% | −2−0.9% | Reduced |
| Graypoint LLC | 221 | $316.0K | 0.02% | +5+2.3% | Added |
| FDx Advisors, Inc. | 223 | $318.0K | 0.09% | −41−15.5% | Reduced |
| Lindbrook Capital, LLC | 223 | $318.3K | 0.03% | +61+37.7% | Added |
| LWM Advisory Services, LLC | 224 | $319.7K | 0.24% | −43−16.1% | Reduced |
| Fielder Capital Group LLC | 224 | $319.7K | 0.11% | +1+0.4% | Added |
| Fulton Bank, N.A. | 225 | $321.1K | 0.01% | −14−5.9% | Reduced |
| Net Worth Advisory Group | 225 | $321.1K | 0.10% | +225 | New |
| Simon Quick Advisors, LLC | 226 | $322.5K | 0.02% | +21+10.2% | Added |
| Prosperity Financial Group, Inc. | 230 | $328.2K | 0.18% | +8+3.6% | Added |
| Tocqueville Asset Management L.P. | 230 | $328.2K | 0.01% | +38+19.8% | Added |
| TBH Global Asset Management, LLC | 237 | $338.2K | 0.07% | +10+4.4% | Added |
| Enterprise Financial Services Corp | 239 | $341.1K | 0.20% | −8−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 239 | $341.1K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 240 | $342.5K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 240 | $343.1K | 0.01% | +10+4.3% | Added |
| Pinebridge Investments, L.P. | 241 | $343.9K | 0.00% | −27−10.1% | Reduced |
| Axxcess Wealth Management, LLC | 243 | $346.8K | 0.01% | −23−8.6% | Reduced |
| Oarsman Capital, Inc. | 243 | $346.8K | 0.06% | +243 | New |
| Objective Capital Management, LLC | 244 | $348.6K | 0.20% | +244 | New |
| Lazard Asset Management LLC | 246 | $350.0K | 0.00% | −43−14.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 246 | $351.1K | 0.02% | +166+207.5% | Added |
| Allworth Financial LP | 247 | $352.6K | 0.00% | −40−13.9% | Reduced |
| Harbor Capital Advisors, Inc. | 252 | $360.0K | 0.02% | +252 | New |
| Tuttle Tactical Management | 253 | $361.1K | 1.96% | +33+15.0% | Added |
| Greenwich Wealth Management LLC | 254 | $363.0K | 0.02% | +26+11.4% | Added |
| Proficio Capital Partners LLC | 255 | $364.0K | 0.04% | −307−54.6% | Reduced |
| Ronald Blue Trust, Inc. | 293 | $374.3K | 0.00% | +180+159.3% | Added |
| Moors & Cabot, Inc. | 263 | $375.3K | 0.02% | +25+10.5% | Added |
| Integrity Wealth Solutions LLC | 264 | $376.8K | 0.22% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 264 | $377.1K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 267 | $381.0K | 0.01% | +267 | New |
| Pinnacle Associates Ltd | 377 | $381.2K | 0.01% | −7−1.8% | Reduced |
| Sentry Investment Management LLC | 269 | $384.0K | 0.16% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 270 | $385.3K | 0.03% | −3,715−93.2% | Reduced |
| Conning Inc. | 270 | $385.3K | 0.01% | −4−1.5% | Reduced |
| Empirical Asset Management, LLC | 2,766 | $387.8K | 0.14% | +22+0.8% | Added |
| Covenant Partners, LLC | 273 | $389.6K | 0.11% | +273 | New |
| Kovack Advisors, Inc. | 274 | $391.1K | 0.04% | +6+2.2% | Added |
| Skopos Labs, Inc. | 275 | $392.5K | 0.13% | +6+2.2% | Added |
| TrueWealth Advisors, LLC | 276 | $393.9K | 0.13% | +80+40.8% | Added |
| Cynosure Management, LLC | 277 | $395.4K | 0.06% | −299−51.9% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 283 | $403.9K | 0.13% | +60+26.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 306 | $411.7K | 0.00% | +126+70.0% | Added |
| Crescent Grove Advisors, LLC | 290 | $413.9K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 290 | $413.9K | 0.00% | +2+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 292 | $416.7K | 0.01% | +25+9.4% | Added |
| Allianz Asset Management GmbH | 294 | $419.6K | 0.00% | −821−73.6% | Reduced |