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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 349 | $489.8K | 0.00% | +252+259.8% | Added |
| HighPoint Advisor Group LLC | 374 | $487.7K | 0.03% | +8+2.2% | Added |
| Fortress Wealth Group, LLC | 362 | $484.9K | 0.24% | −41−10.2% | Reduced |
| Quadrant Capital Group LLC | 339 | $483.8K | 0.03% | +1+0.3% | Added |
| Nations Financial Group Inc, | 335 | $478.1K | 0.03% | +6+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 332 | $473.8K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 332 | $473.1K | 0.05% | −14−4.0% | Reduced |
| Argent Trust Co | 330 | $471.0K | 0.02% | −3−0.9% | Reduced |
| HBK Sorce Advisory LLC | 328 | $468.1K | 0.01% | −31−8.6% | Reduced |
| Tranquility Partners, LLC | 328 | $468.1K | 0.17% | −30−8.4% | Reduced |
| Optimum Investment Advisors | 327 | $466.7K | 0.20% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 327 | $466.7K | 0.01% | +2+0.6% | Added |
| Shelton Capital Management | 326 | $465.2K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 321 | $458.1K | 0.00% | +2+0.6% | Added |
| ASB Consultores, LLC | 320 | $456.7K | 0.18% | +19+6.3% | Added |
| Forum Financial Management, LP | 319 | $455.3K | 0.01% | −1−0.3% | Reduced |
| Stonegate Investment Group, LLC | 319 | $455.3K | 0.01% | +319 | New |
| Pine Valley Investments Ltd Liability Co | 317 | $452.4K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 317 | $452.4K | 0.04% | −1−0.3% | Reduced |
| GHP Investment Advisors, Inc. | 314 | $448.1K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 311 | $443.8K | 0.05% | +14+4.7% | Added |
| Mount Yale Investment Advisors, LLC | 308 | $439.6K | 0.04% | −372−54.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 307 | $438.3K | 0.08% | −359−53.9% | Reduced |
| Sage Mountain Advisors LLC | 302 | $431.0K | 0.04% | −5−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 301 | $429.6K | 0.01% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 300 | $428.1K | 0.22% | 00.0% | Unchanged |
| We Are One Seven, LLC | 299 | $427.6K | 0.02% | +136+83.4% | Added |
| Mather Group, LLC. | 296 | $423.1K | 0.01% | −145−32.9% | Reduced |
| Blue Edge Capital, LLC | 296 | $422.4K | 0.07% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 296 | $422.4K | 0.07% | +5+1.7% | Added |
| Valeo Financial Advisors, LLC | 295 | $421.5K | 0.01% | +19+6.9% | Added |
| Umb Bank N A | 295 | $421.0K | 0.01% | +3+1.0% | Added |
| Allianz Asset Management GmbH | 294 | $419.6K | 0.00% | −821−73.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 292 | $416.7K | 0.01% | +25+9.4% | 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 306 | $411.7K | 0.00% | +126+70.0% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 283 | $403.9K | 0.13% | +60+26.9% | Added |
| Cynosure Management, LLC | 277 | $395.4K | 0.06% | −299−51.9% | Reduced |
| TrueWealth Advisors, LLC | 276 | $393.9K | 0.13% | +80+40.8% | Added |
| Skopos Labs, Inc. | 275 | $392.5K | 0.13% | +6+2.2% | Added |
| Kovack Advisors, Inc. | 274 | $391.1K | 0.04% | +6+2.2% | Added |
| Covenant Partners, LLC | 273 | $389.6K | 0.11% | +273 | New |
| Empirical Asset Management, LLC | 2,766 | $387.8K | 0.14% | +22+0.8% | Added |
| 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 |
| Sentry Investment Management LLC | 269 | $384.0K | 0.16% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 377 | $381.2K | 0.01% | −7−1.8% | Reduced |
| Howard Capital Management Inc. | 267 | $381.0K | 0.01% | +267 | New |
| United Asset Strategies, Inc. | 264 | $377.1K | 0.04% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 264 | $376.8K | 0.22% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 263 | $375.3K | 0.02% | +25+10.5% | Added |
| Ronald Blue Trust, Inc. | 293 | $374.3K | 0.00% | +180+159.3% | Added |
| Proficio Capital Partners LLC | 255 | $364.0K | 0.04% | −307−54.6% | Reduced |
| Greenwich Wealth Management LLC | 254 | $363.0K | 0.02% | +26+11.4% | Added |
| Tuttle Tactical Management | 253 | $361.1K | 1.96% | +33+15.0% | Added |
| Harbor Capital Advisors, Inc. | 252 | $360.0K | 0.02% | +252 | New |
| Allworth Financial LP | 247 | $352.6K | 0.00% | −40−13.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 246 | $351.1K | 0.02% | +166+207.5% | Added |
| Lazard Asset Management LLC | 246 | $350.0K | 0.00% | −43−14.9% | Reduced |
| Objective Capital Management, LLC | 244 | $348.6K | 0.20% | +244 | New |
| Axxcess Wealth Management, LLC | 243 | $346.8K | 0.01% | −23−8.6% | Reduced |
| Oarsman Capital, Inc. | 243 | $346.8K | 0.06% | +243 | New |
| Pinebridge Investments, L.P. | 241 | $343.9K | 0.00% | −27−10.1% | Reduced |
| RFG Advisory, LLC | 240 | $343.1K | 0.01% | +10+4.3% | Added |
| L.M. Kohn & Company | 240 | $342.5K | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 239 | $341.1K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 239 | $341.1K | 0.20% | −8−3.2% | Reduced |
| TBH Global Asset Management, LLC | 237 | $338.2K | 0.07% | +10+4.4% | 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 |
| Simon Quick Advisors, LLC | 226 | $322.5K | 0.02% | +21+10.2% | Added |
| Net Worth Advisory Group | 225 | $321.1K | 0.10% | +225 | New |
| Fulton Bank, N.A. | 225 | $321.1K | 0.01% | −14−5.9% | Reduced |
| 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 |
| Lindbrook Capital, LLC | 223 | $318.3K | 0.03% | +61+37.7% | Added |
| FDx Advisors, Inc. | 223 | $318.0K | 0.09% | −41−15.5% | Reduced |
| Graypoint LLC | 221 | $316.0K | 0.02% | +5+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 220 | $314.0K | 0.03% | −2−0.9% | Reduced |
| Fisher Asset Management, LLC | 219 | $312.8K | 0.00% | −69−24.0% | Reduced |
| Moseley Investment Management Inc | 217 | $309.7K | 0.12% | +217 | New |
| L2 Asset Management, LLC | 215 | $306.8K | 0.08% | +7+3.4% | 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 |
| 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 |
| 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 |
| Fortitude Advisory Group L.L.C. | 211 | $301.1K | 0.19% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 210 | $299.7K | 0.05% | +14+7.1% | Added |
| Equitable Holdings, Inc. | 209 | $298.3K | 0.00% | +209 | New |
| Interchange Capital Partners, LLC | 208 | $298.0K | 0.11% | −2−1.0% | Reduced |
| Leavell Investment Management, Inc. | 208 | $296.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 207 | $295.5K | 0.01% | +11+5.6% | Added |
| Centurion Wealth Management LLC | 206 | $294.3K | 0.09% | +206 | New |
| Private Trust Co NA | 204 | $291.1K | 0.03% | 00.0% | Unchanged |