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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, Q4 2024

Institutional positions in TransDigm Group INC as of Dec 31, 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
1,048
+31 vs. Q3 2024
Shares held
53.3M
+1.46M (+2.8%) vs. Q3 2024
Total value
$67.4B
−$6.43B (−8.7%) vs. Q3 2024
New holders
134
432 more added
Sold out
103
328 more reduced

15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,048 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 heldQ4 2024: $67.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2024.

Institutions holding TDG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,270,803$7.95B0.14%+79,284+1.3%Added
Capital International Investors6,258,179$7.93B1.49%−7080.0%Reduced
BlackRock, Inc.4,085,860$5.18B0.11%+166,202+4.2%Added
Capital World Investors3,791,927$4.81B0.73%+155,541+4.3%Added
State Street Corp2,311,015$2.93B0.12%+81,816+3.7%Added
JPMorgan Chase & Co2,204,649$2.79B0.22%+206,822+10.4%Added
Principal Financial Group Inc2,126,274$2.69B1.47%+185,422+9.6%Added
FMR LLC1,925,595$2.44B0.15%+5,414+0.3%Added
Capital Research Global Investors1,911,128$2.42B0.50%+87,309+4.8%Added
Morgan Stanley1,435,857$1.82B0.13%+163,071+12.8%Added
Geode Capital Management, LLC1,293,282$1.64B0.13%+159,839+14.1%Added
Altarock Partners LLC1,000,604$1.27B25.65%−47,660−4.5%Reduced
Norges Bank768,065$973.4M0.13%−79,864−9.4%Reduced
Windacre Partnership LLC753,997$955.5M14.01%+25,997+3.6%Added
Stockbridge Partners LLC668,285$846.9M17.97%−38,053−5.4%Reduced
Primecap Management Co513,194$650.4M0.50%00.0%Unchanged
Invesco Ltd.501,722$635.8M0.12%−26,959−5.1%Reduced
Northern Trust Corp489,710$620.6M0.09%+39,590+8.8%Added
Price T Rowe Associates Inc423,429$536.6M0.06%−37,498−8.1%Reduced
Westfield Capital Management Co LP362,218$459.0M2.00%−9,843−2.6%Reduced
Charles Schwab Investment Management Inc350,253$443.9M0.08%+12,147+3.6%Added
UBS Asset Management Americas Inc341,771$433.1M0.10%+67,151+24.5%Added
Bank of America Corp334,554$424.0M0.04%−18,925−5.4%Reduced
UBS Group AG318,496$403.6M0.09%+80,413+33.8%Added
Edgewood Management LLC315,317$399.6M1.15%+315,317New
Bank of New York Mellon Corp298,680$378.5M0.07%−14,424−4.6%Reduced
Legal & General Group Plc293,745$372.3M0.10%+18,522+6.7%Added
Alkeon Capital Management LLC245,791$311.5M1.80%+50,000+25.5%Added
Vulcan Value Partners, LLC235,740$298.7M5.00%+40,624+20.8%Added
Ameriprise Financial Inc209,729$265.8M0.07%+6,374+3.1%Added
Goldman Sachs Group Inc206,577$261.8M0.05%−26,652−11.4%Reduced
CIBC Private Wealth Group, LLC200,469$257.1M0.47%+26,939+15.5%Added
Darsana Capital Partners LP200,000$253.5M7.71%+35,000+21.2%Added
Deutsche Bank AG193,042$244.6M0.10%+65,388+51.2%Added
Brown Advisory Inc190,316$241.2M0.31%−23,629−11.0%Reduced
Blair William & Co178,343$226.0M0.66%+674+0.4%Added
DF Dent & Co Inc175,210$222.0M2.81%−4,807−2.7%Reduced
Wells Fargo & Company169,169$214.4M0.05%+4,723+2.9%Added
Heard Capital LLC168,421$213.4M12.69%+36,215+27.4%Added
Royal Bank of Canada160,493$203.4M0.04%+22,711+16.5%Added
Swiss National Bank158,500$200.9M0.13%−7,600−4.6%Reduced
Canada Pension Plan Investment Board152,725$193.5M0.18%+8,979+6.2%Added
Neuberger Berman Group LLC151,245$191.7M0.15%+1,034+0.7%Added
Dimensional Fund Advisors LP143,869$182.3M0.04%+4,141+3.0%Added
Franklin Resources Inc138,826$175.9M0.05%−66,717−32.5%Reduced
Point72 Asset Management, L.P.132,526$167.9M0.46%+128,826+3,481.8%Added
Voya Investment Management LLC130,100$164.9M0.17%−2,506−1.9%Reduced
Nuveen Asset Management, LLC125,305$158.8M0.04%−21,978−14.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.124,720$158.1M0.11%+1,480+1.2%Added
National Pension Service116,510$147.7M0.14%−24,193−17.2%Reduced
Barclays PLC111,143$140.8M0.07%−26,113−19.0%Reduced
Fred Alger Management, LLC108,791$137.9M0.66%−48,702−30.9%Reduced
Bamco Inc107,844$136.7M0.35%+1,985+1.9%Added
EULAV Asset Management105,057$133.1M3.21%−2,400−2.2%Reduced
Skye Global Management LP105,000$133.1M2.77%−7,000−6.3%Reduced
Atalan Capital Partners, LP103,000$130.5M12.99%00.0%Unchanged
Douglass Winthrop Advisors, LLC102,269$129.6M2.52%+358+0.4%Added
Rhumbline Advisers99,318$125.9M0.11%−2,259−2.2%Reduced
BNP Paribas Arbitrage, SA98,696$125.1M0.10%+13,004+15.2%Added
HSBC Holdings PLC98,212$124.6M0.08%−7,177−6.8%Reduced
Marshall Wace, LLP97,858$124.0M0.16%+75,780+343.2%Added
US Bancorp97,737$123.9M0.16%+140.0%Added
Intermede Investment Partners Ltd97,206$123.2M3.29%−898−0.9%Reduced
Meritage Group LP94,478$119.7M2.85%00.0%Unchanged
Bristol John W & Co Inc92,818$117.6M1.93%−2,027−2.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.90,895$115.9M0.11%+7,837+9.4%Added
California Public Employees Retirement System89,692$113.7M0.08%−4,615−4.9%Reduced
California State Teachers Retirement System89,397$113.3M0.13%−2,564−2.8%Reduced
Sands Capital Management, LLC86,405$109.5M0.32%−28,731−25.0%Reduced
Qube Research & Technologies Ltd83,982$106.4M0.17%−53,145−38.8%Reduced
Douglas Lane & Associates, LLC81,867$103.7M1.46%−478−0.6%Reduced
Triple Frond Partners LLC79,754$101.1M13.08%−2,919−3.5%Reduced
Raymond James Financial Inc79,549$100.8M0.04%+79,549New
State of Michigan Retirement System76,292$96.7M0.50%00.0%Unchanged
Massachusetts Financial Services Co75,576$95.8M0.03%−23,571−23.8%Reduced
Envestnet Asset Management Inc74,630$94.6M0.03%+3,311+4.6%Added
Renaissance Technologies LLC73,700$93.4M0.14%−1,800−2.4%Reduced
New York State Common Retirement Fund70,359$89.2M0.12%−305−0.4%Reduced
Lord, Abbett & Co. LLC68,941$87.4M0.28%+964+1.4%Added
The PNC Financial Services Group, Inc.67,559$85.6M0.06%+37,678+126.1%Added
Russell Investments Group, Ltd.66,863$84.7M0.12%+1,287+2.0%Added
American Century Companies Inc65,736$83.3M0.05%−116,348−63.9%Reduced
Schroder Investment Management Group63,125$80.0M0.08%+9,554+17.8%Added
Capital Group Private Client Services, Inc.61,871$78.4M0.72%−1,719−2.7%Reduced
Citadel Advisors LLC61,506$77.9M0.07%+24,513+66.3%Added
Employees Retirement System of Texas60,529$76.7M0.65%00.0%Unchanged
Voloridge Investment Management, LLC60,057$76.1M0.27%−29,733−33.1%Reduced
Mar Vista Investment Partners LLC59,019$74.8M5.12%−2,347−3.8%Reduced
Alliancebernstein L.P.58,665$74.3M0.03%−1,026−1.7%Reduced
Citigroup Inc58,644$74.3M0.07%−62,232−51.5%Reduced
Argent Capital Management LLC58,408$74.0M2.09%−1,332−2.2%Reduced
Bank of Montreal57,953$73.4M0.04%−3,270−5.3%Reduced
Worldquant Millennium Advisors LLC56,489$71.6M0.46%+52,241+1,229.8%Added
Hudson Way Capital Management LLC56,465$71.6M8.09%+10,025+21.6%Added
STRS Ohio55,321$70.1M0.28%+6,763+13.9%Added
Holocene Advisors, LP55,247$70.0M0.23%+22,454+68.5%Added
State Board of Administration of Florida Retirement System54,291$68.8M0.13%−960−1.7%Reduced
Stifel Financial Corp52,053$66.0M0.07%−2,307−4.2%Reduced
Chicago Capital, LLC51,740$65.6M1.74%+261+0.5%Added
Ci Investments Inc.49,560$62.8M0.24%−3,237−6.1%Reduced