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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
Nuveen Asset Management, LLC125,305$158.8M0.04%−21,978−14.9%Reduced
Voya Investment Management LLC130,100$164.9M0.17%−2,506−1.9%Reduced
Point72 Asset Management, L.P.132,526$167.9M0.46%+128,826+3,481.8%Added
Franklin Resources Inc138,826$175.9M0.05%−66,717−32.5%Reduced
Dimensional Fund Advisors LP143,869$182.3M0.04%+4,141+3.0%Added
Neuberger Berman Group LLC151,245$191.7M0.15%+1,034+0.7%Added
Canada Pension Plan Investment Board152,725$193.5M0.18%+8,979+6.2%Added
Swiss National Bank158,500$200.9M0.13%−7,600−4.6%Reduced
Royal Bank of Canada160,493$203.4M0.04%+22,711+16.5%Added
Heard Capital LLC168,421$213.4M12.69%+36,215+27.4%Added
Wells Fargo & Company169,169$214.4M0.05%+4,723+2.9%Added
DF Dent & Co Inc175,210$222.0M2.81%−4,807−2.7%Reduced
Blair William & Co178,343$226.0M0.66%+674+0.4%Added
Brown Advisory Inc190,316$241.2M0.31%−23,629−11.0%Reduced
Deutsche Bank AG193,042$244.6M0.10%+65,388+51.2%Added
Darsana Capital Partners LP200,000$253.5M7.71%+35,000+21.2%Added
CIBC Private Wealth Group, LLC200,469$257.1M0.47%+26,939+15.5%Added
Goldman Sachs Group Inc206,577$261.8M0.05%−26,652−11.4%Reduced
Ameriprise Financial Inc209,729$265.8M0.07%+6,374+3.1%Added
Vulcan Value Partners, LLC235,740$298.7M5.00%+40,624+20.8%Added
Alkeon Capital Management LLC245,791$311.5M1.80%+50,000+25.5%Added
Legal & General Group Plc293,745$372.3M0.10%+18,522+6.7%Added
Bank of New York Mellon Corp298,680$378.5M0.07%−14,424−4.6%Reduced
Edgewood Management LLC315,317$399.6M1.15%+315,317New
UBS Group AG318,496$403.6M0.09%+80,413+33.8%Added
Bank of America Corp334,554$424.0M0.04%−18,925−5.4%Reduced
UBS Asset Management Americas Inc341,771$433.1M0.10%+67,151+24.5%Added
Charles Schwab Investment Management Inc350,253$443.9M0.08%+12,147+3.6%Added
Westfield Capital Management Co LP362,218$459.0M2.00%−9,843−2.6%Reduced
Price T Rowe Associates Inc423,429$536.6M0.06%−37,498−8.1%Reduced
Northern Trust Corp489,710$620.6M0.09%+39,590+8.8%Added
Invesco Ltd.501,722$635.8M0.12%−26,959−5.1%Reduced
Primecap Management Co513,194$650.4M0.50%00.0%Unchanged
Stockbridge Partners LLC668,285$846.9M17.97%−38,053−5.4%Reduced
Windacre Partnership LLC753,997$955.5M14.01%+25,997+3.6%Added
Norges Bank768,065$973.4M0.13%−79,864−9.4%Reduced
Altarock Partners LLC1,000,604$1.27B25.65%−47,660−4.5%Reduced
Geode Capital Management, LLC1,293,282$1.64B0.13%+159,839+14.1%Added
Morgan Stanley1,435,857$1.82B0.13%+163,071+12.8%Added
Capital Research Global Investors1,911,128$2.42B0.50%+87,309+4.8%Added
FMR LLC1,925,595$2.44B0.15%+5,414+0.3%Added
Principal Financial Group Inc2,126,274$2.69B1.47%+185,422+9.6%Added
JPMorgan Chase & Co2,204,649$2.79B0.22%+206,822+10.4%Added
State Street Corp2,311,015$2.93B0.12%+81,816+3.7%Added
Capital World Investors3,791,927$4.81B0.73%+155,541+4.3%Added
BlackRock, Inc.4,085,860$5.18B0.11%+166,202+4.2%Added
Capital International Investors6,258,179$7.93B1.49%−7080.0%Reduced
Vanguard Group Inc6,270,803$7.95B0.14%+79,284+1.3%Added
Activest Wealth Management0$00.00%−4−100.0%Sold out
Bain Capital Public Equity Management II, LLC0$00.00%−95,194−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−94,537−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−52,894−100.0%Sold out
Wedge Capital Management L L P0$00.00%−41,953−100.0%Sold out
Spyglass Capital Management LLC0$00.00%−24,405−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−22,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−16,960−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−16,856−100.0%Sold out
Cartenna Capital, LP0$00.00%−16,500−100.0%Sold out
HRT Financial LP0$00.00%−12,503−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−10,942−100.0%Sold out
Verde Servicos Internacionais S.A.0$00.00%−8,108−100.0%Sold out
Interval Partners, LP0$00.00%−7,669−100.0%Sold out
Natixis0$00.00%−6,605−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,373−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−5,117−100.0%Sold out
Appian Way Asset Management LP0$00.00%−4,600−100.0%Sold out
Owl Creek Asset Management, L.P.0$00.00%−3,931−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−3,574−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−3,550−100.0%Sold out
Brant Point Investment Management LLC0$00.00%−3,500−100.0%Sold out
Cutter & CO Brokerage, Inc.0$00.00%−3,491−100.0%Sold out
Alcosta Capital Management, Inc.0$00.00%−3,466−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,282−100.0%Sold out
Bain Capital Public Equity, LP0$00.00%−3,084−100.0%Sold out
NWK Group, Inc.0$00.00%−2,873−100.0%Sold out
Surience Private Wealth LLC0$00.00%−2,808−100.0%Sold out
Estuary Capital Management LP0$00.00%−2,700−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−2,500−100.0%Sold out
Highland Capital Management, LLC0$00.00%−1,951−100.0%Sold out
Veriti Management LLC0$00.00%−1,904−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−1,817−100.0%Sold out
Avanda Investment Management Pte. Ltd.0$00.00%−1,792−100.0%Sold out
Rational Advisors LLC0$00.00%−1,700−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−1,661−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,444−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−1,319−100.0%Sold out
Panagora Asset Management Inc0$00.00%−1,235−100.0%Sold out
Roman Butler Fullerton & Co0$00.00%−1,215−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−1,004−100.0%Sold out
Summit Global Investments0$00.00%−870−100.0%Sold out
Old Mission Capital LLC0$00.00%−732−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−724−100.0%Sold out
Seven Eight Capital, LP0$00.00%−703−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−611−100.0%Sold out
Caxton Associates LP0$00.00%−576−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−535−100.0%Sold out
Ninepoint Partners LP0$00.00%−521−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−420−100.0%Sold out
Centiva Capital, LP0$00.00%−390−100.0%Sold out
Diametric Capital, LP0$00.00%−351−100.0%Sold out