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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, 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.

Institutional holdersQ3 2024: 1,032 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 heldQ3 2024: $74.0B
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, Q3 2024

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q2 2024.

Institutions holding TDG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
DuPont Capital Management Corp8,529$12.2M1.02%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.8,918$12.5M0.06%+5,171+138.0%Added
Rafferty Asset Management, LLC8,810$12.6M0.04%+128+1.5%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund8,987$12.8M0.13%+8,987New
Shell Asset Management Co8,988$12.8M0.56%+8,988New
Zimmer Partners, LP9,000$12.8M0.24%−1,000−10.0%Reduced
Utah Retirement Systems9,002$12.8M0.14%+33+0.4%Added
Railway Pension Investments Ltd9,200$13.1M0.16%00.0%Unchanged
Partners Capital Investment Group, LLP9,227$13.2M0.21%−511−5.2%Reduced
Pittenger & Anderson Inc9,261$13.2M0.50%+1,304+16.4%Added
British Columbia Investment Management Corp9,337$13.3M0.08%−1,314−12.3%Reduced
Quest Investment Management LLC9,444$13.5M1.58%+443+4.9%Added
Investidor Profissional Gestao de Recursos Ltda.9,686$13.8M12.42%+3,060+46.2%Added
Varma Mutual Pension Insurance Co10,720$14.0M0.11%−4,107−27.7%Reduced
ING Groep NV10,504$15.0M0.09%+10,504New
Dai-Ichi Life Insurance Company, Ltd10,605$15.1M0.38%+1,631+18.2%Added
APG Asset Management N.V.11,929$15.3M0.10%−132,607−91.7%Reduced
Cubist Systematic Strategies, LLC10,942$15.6M0.24%+2,056+23.1%Added
Teamwork Financial Advisors, LLC10,945$15.6M2.16%+908+9.0%Added
Oak Ridge Investments LLC11,089$15.8M1.38%+111+1.0%Added
Amalgamated Bank11,095$15.8M0.13%−249−2.2%Reduced
Fairbanks Capital Management, Inc.11,095$15.8M9.95%+142+1.3%Added
Czech National Bank11,430$16.3M0.16%+767+7.2%Added
PYA Waltman Capital, LLC11,468$16.4M5.35%−476−4.0%Reduced
Fifth Third Bancorp11,562$16.5M0.06%−65−0.6%Reduced
Robeco Institutional Asset Management B.V.11,709$16.7M0.03%+4,121+54.3%Added
Bluegrass Capital Partners LP12,000$17.1M15.64%+1,000+9.1%Added
Pragma Gestao de Patrimonio Ltd12,000$17.1M8.85%+3,000+33.3%Added
Aviva PLC12,187$17.4M0.05%−1,298−9.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,215$17.4M0.11%−76−0.6%Reduced
Scopus Asset Management, L.P.12,350$17.6M0.52%−20,225−62.1%Reduced
HRT Financial LP12,503$17.8M0.09%−29,064−69.9%Reduced
Janney Montgomery Scott LLC12,745$18.2M0.05%+786+6.6%Added
Pinnacle Financial Partners Inc13,354$19.1M0.38%−76−0.6%Reduced
Gilder Gagnon Howe & Co LLC13,645$19.5M0.23%−737−5.1%Reduced
Broad Run Investment Management, LLC13,794$19.7M2.38%00.0%Unchanged
Corebridge Financial, Inc.13,877$19.8M0.11%−458−3.2%Reduced
Bank of Nova Scotia14,172$20.2M0.04%+363+2.6%Added
Los Angeles Capital Management LLC14,178$20.2M0.08%+522+3.8%Added
Oakmont Corp15,665$20.4M3.93%+15,665New
Nissay Asset Management Corp14,627$20.9M0.13%+15+0.1%Added
Rockefeller Capital Management L.P.14,721$21.0M0.06%+2,224+17.8%Added
Nisa Investment Advisors, LLC15,020$21.4M0.13%−3,305−18.0%Reduced
MetLife Investment Management15,066$21.5M0.12%−346−2.2%Reduced
Squarepoint Ops LLC15,073$21.5M0.07%−7,017−31.8%Reduced
Howland Capital Management LLC15,075$21.5M0.93%+15,075New
HighTower Advisors, LLC15,216$21.7M0.03%+6,895+82.9%Added
CI Private Wealth, LLC15,472$22.1M0.03%+1,292+9.1%Added
Mariner, LLC15,667$22.3M0.04%+292+1.9%Added
Capital International Ltd15,669$22.4M0.96%−34−0.2%Reduced
Arizona State Retirement System16,044$22.9M0.14%−76−0.5%Reduced
Nomura Asset Management Co Ltd16,323$23.3M0.07%+1,086+7.1%Added
Clough Capital Partners L P16,407$23.4M2.40%−80.0%Reduced
Cartenna Capital, LP16,500$23.5M1.87%−17,000−50.7%Reduced
Forsta Ap-Fonden16,500$23.5M0.18%+3,100+23.1%Added
Schonfeld Strategic Advisors LLC16,856$24.1M0.20%+8,579+103.6%Added
Resona Asset Management Co.,Ltd.16,897$24.1M0.14%−155−0.9%Reduced
Adams Diversified Equity Fund, Inc.16,900$24.1M0.89%−2,400−12.4%Reduced
Alyeska Investment Group, L.P.16,960$24.2M0.12%+16,510+3,668.9%Added
Archon Partners LLC17,300$24.7M2.86%00.0%Unchanged
Jane Street Group, LLC17,451$24.9M0.04%−59,065−77.2%Reduced
Gotham Asset Management, LLC17,693$25.3M0.26%+7,077+66.7%Added
Capital International Sarl18,108$25.8M0.66%+882+5.1%Added
LPL Financial LLC18,313$26.1M0.01%+1,601+9.6%Added
Two Sigma Investments, LP18,361$26.2M0.06%+18,361New
TD Asset Management Inc19,302$27.1M0.02%+288+1.5%Added
GW&K Investment Management, LLC19,083$27.2M0.23%+202+1.1%Added
Pennant Investors, LP19,371$27.6M8.23%−13,000−40.2%Reduced
Colony Group, LLC20,274$28.3M0.09%−24,956−55.2%Reduced
Victory Capital Management Inc19,907$28.4M0.03%−1,572−7.3%Reduced
TCW Group Inc20,285$28.9M0.25%−106−0.5%Reduced
Standard Life Aberdeen plc20,731$29.1M0.05%−40−0.2%Reduced
State of New Jersey Common Pension Fund D20,547$29.3M0.12%00.0%Unchanged
Comerica Bank20,842$29.7M0.12%−787−3.6%Reduced
Goodnow Investment Group, LLC20,917$29.9M3.17%−200−0.9%Reduced
Susquehanna International Group, LLP21,071$30.1M0.05%−3,802−15.3%Reduced
Mn Services Vermogensbeheer B.V.21,300$30.4M0.21%−600−2.7%Reduced
Baskin Financial Services Inc.21,304$30.4M2.49%+21,304New
Great West Life Assurance Co21,291$30.4M0.05%+346+1.7%Added
Oakcliff Capital Partners, LP21,424$30.6M15.38%00.0%Unchanged
Cypress Funds LLC21,730$31.0M4.03%+21,730New
Healthcare of Ontario Pension Plan Trust Fund22,000$31.4M0.08%+22,000New
Marshall Wace, LLP22,078$31.5M0.04%+21,836+9,023.1%Added
Toronto Dominion Bank22,676$32.4M0.06%−1,686−6.9%Reduced
State of Tennessee, Treasury Department22,900$32.7M0.11%+4,404+23.8%Added
Titan Global Capital Management USA LLC23,290$33.2M5.19%−660−2.8%Reduced
Treasurer of the State of North Carolina23,793$34.0M0.14%+90+0.4%Added
DnB Asset Management AS24,024$34.3M0.15%+805+3.5%Added
Public Employees Retirement System of Ohio24,277$34.6M0.15%−197−0.8%Reduced
Spyglass Capital Management LLC24,405$34.8M2.29%−10,291−29.7%Reduced
Pictet Asset Management Holding SA24,728$35.3M0.04%+380+1.6%Added
Connor, Clark & Lunn Investment Management Ltd.25,244$36.0M0.17%−30,111−54.4%Reduced
Mitsubishi UFJ Trust & Banking Corp26,291$37.5M0.09%+200+0.8%Added
Mill Capital Management, LLC26,543$37.9M2.96%−91−0.3%Reduced
Storebrand Asset Management AS26,838$38.3M0.12%+905+3.5%Added
East Coast Asset Management, LLC.27,093$38.7M12.84%−1,191−4.2%Reduced
BRX Global LP27,149$38.7M25.38%00.0%Unchanged
Natixis Advisors, L.P.27,194$38.8M0.08%−109−0.4%Reduced
Chilton Capital Management LLC27,319$39.0M1.62%−884−3.1%Reduced
Two Sigma Advisers, LP27,500$39.2M0.09%+26,600+2,955.6%Added