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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 273 | $346.0K | 0.01% | −106−28.0% | Reduced |
| Agf Management Ltd | 274 | $347.2K | 0.00% | −680−71.3% | Reduced |
| Prosperity Financial Group, Inc. | 274 | $347.2K | 0.17% | +44+19.1% | Added |
| Kovack Advisors, Inc. | 274 | $347.3K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 275 | $348.5K | 0.01% | +275 | New |
| Howard Capital Management Inc. | 276 | $349.8K | 0.01% | +9+3.4% | Added |
| Jump Financial, LLC | 276 | $349.8K | 0.01% | +276 | New |
| Simon Quick Advisors, LLC | 278 | $352.3K | 0.02% | +52+23.0% | Added |
| Independent Advisor Alliance | 279 | $353.6K | 0.00% | +279 | New |
| Skopos Labs, Inc. | 281 | $356.1K | 0.11% | +6+2.2% | Added |
| PFG Investments, LLC | 284 | $359.5K | 0.02% | +126+79.7% | Added |
| Axq Capital, LP | 287 | $363.7K | 0.16% | −748−72.3% | Reduced |
| Insigneo Advisory Services, LLC | 288 | $364.7K | 0.04% | −44−13.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 288 | $365.0K | 0.01% | +148+105.7% | Added |
| Smartleaf Asset Management LLC | 286 | $366.1K | 0.04% | +97+51.3% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 289 | $366.2K | 0.36% | +289 | New |
| Crescent Grove Advisors, LLC | 290 | $367.5K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 290 | $367.8K | 0.01% | −38−11.6% | Reduced |
| Umb Bank N A | 294 | $372.6K | 0.01% | −1−0.3% | Reduced |
| D.A. Davidson & Co. | 295 | $373.8K | 0.00% | +5+1.7% | Added |
| Blue Edge Capital, LLC | 296 | $375.1K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 296 | $375.1K | 0.01% | +296 | New |
| Kesler, Norman & Wride, LLC | 296 | $375.3K | 0.08% | +296 | New |
| Promus Capital, LLC | 298 | $377.6K | 0.29% | +298 | New |
| Valeo Financial Advisors, LLC | 300 | $379.7K | 0.01% | +5+1.7% | Added |
| Westhampton Capital, LLC | 300 | $380.2K | 0.19% | 00.0% | Unchanged |
| Allworth Financial LP | 281 | $380.8K | 0.00% | +34+13.8% | Added |
| HWG Holdings LP | 305 | $386.5K | 0.13% | −260−46.0% | Reduced |
| Secure Asset Management, LLC | 306 | $387.6K | 0.06% | +10+3.4% | Added |
| Severin Investments, LLC | 309 | $391.9K | 0.39% | +309 | New |
| Johnson Investment Counsel Inc | 310 | $392.6K | 0.00% | +122+64.9% | Added |
| Sagespring Wealth Partners, LLC | 313 | $396.8K | 0.01% | +313 | New |
| GHP Investment Advisors, Inc. | 314 | $397.9K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 316 | $400.5K | 0.17% | −4−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 298 | $400.6K | 0.00% | −8−2.6% | Reduced |
| Oak Associates, Ltd | 317 | $401.7K | 0.03% | −83−20.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 317 | $401.7K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 318 | $402.5K | 0.01% | −1−0.3% | Reduced |
| Sage Mountain Advisors LLC | 319 | $404.3K | 0.03% | +17+5.6% | Added |
| Forum Financial Management, LP | 319 | $404.3K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 322 | $408.1K | 0.15% | −6−1.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 323 | $409.3K | 0.01% | +22+7.3% | Added |
| Tiaa Trust, National Association | 323 | $409.4K | 0.00% | +2+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 324 | $410.1K | 0.01% | +324 | New |
| Pier 88 Investment Partners LLC | 325 | $411.9K | 0.08% | −2,520−88.6% | Reduced |
| Salem Investment Counselors Inc | 325 | $411.9K | 0.01% | −2−0.6% | Reduced |
| Shelton Capital Management | 326 | $413.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 326 | $413.1K | 0.04% | +122+59.8% | Added |
| Bingham Private Wealth, LLC | 326 | $413.1K | 0.44% | +326 | New |
| Argent Trust Co | 330 | $418.2K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 331 | $419.5K | 0.03% | −4−1.2% | Reduced |
| Two Sigma Securities, LLC | 334 | $423.3K | 0.08% | −761−69.5% | Reduced |
| Quadrant Capital Group LLC | 340 | $430.9K | 0.03% | +1+0.3% | Added |
| Tuttle Tactical Management | 341 | $432.1K | 2.22% | +88+34.8% | Added |
| Optimum Investment Advisors | 342 | $433.4K | 0.19% | +15+4.6% | Added |
| Conning Inc. | 342 | $433.4K | 0.02% | +72+26.7% | Added |
| Simmons Bank | 342 | $433.4K | 0.03% | +342 | New |
| Pinnacle Wealth Planning Services, Inc. | 343 | $434.7K | 0.07% | −59−14.7% | Reduced |
| ClearAlpha Technologies LP | 347 | $439.7K | 0.38% | −106−23.4% | Reduced |
| Mather Group, LLC. | 349 | $442.3K | 0.01% | +53+17.9% | Added |
| Bay Rivers Group | 349 | $442.3K | 0.21% | +137+64.6% | Added |
| Toth Financial Advisory Corp | 350 | $443.5K | 0.05% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 39,150 | $445.0K | 0.05% | +38,803+11,182.4% | Added |
| CenterStar Asset Management, LLC | 352 | $445.4K | 0.98% | +176+100.0% | Added |
| Altshuler Shaham Ltd | 352 | $446.1K | 0.02% | −71−16.8% | Reduced |
| Yarbrough Capital, LLC | 354 | $448.6K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 359 | $455.0K | 0.13% | +359 | New |
| Bradley Foster & Sargent Inc | 363 | $460.0K | 0.01% | −37−9.3% | Reduced |
| DRW Securities, LLC | 365 | $462.6K | 0.03% | −126−25.7% | Reduced |
| Ballentine Partners, LLC | 370 | $468.9K | 0.01% | +15+4.2% | Added |
| 4J Wealth Management LLC | 370 | $469.0K | 0.38% | −1−0.3% | Reduced |
| Boothbay Fund Management, LLC | 378 | $479.0K | 0.01% | −2,763−88.0% | Reduced |
| Pinnacle Associates Ltd | 379 | $480.1K | 0.01% | +2+0.5% | Added |
| Petrus Trust Company, LTA | 398 | $504.4K | 0.05% | +398 | New |
| Fortress Wealth Group, LLC | 373 | $504.7K | 0.24% | +11+3.0% | Added |
| TFB Advisors LLC | 399 | $505.6K | 0.14% | +9+2.3% | Added |
| Syon Capital LLC | 399 | $505.6K | 0.05% | +82+25.9% | Added |
| Parsons Capital Management Inc | 400 | $506.9K | 0.03% | 00.0% | Unchanged |
| Little House Capital LLC | 400 | $506.9K | 0.14% | 00.0% | Unchanged |
| Clarius Group, LLC | 400 | $506.9K | 0.03% | +42+11.7% | Added |
| First Horizon Advisors, Inc. | 402 | $510.5K | 0.01% | −22−5.2% | Reduced |
| Trust Point Inc. | 403 | $510.7K | 0.04% | +403 | New |
| FineMark National Bank & Trust | 406 | $514.5K | 0.02% | −41−9.2% | Reduced |
| Jane Street Group, LLC | 406 | $514.5K | 0.00% | −17,045−97.7% | Reduced |
| Shira Ridge Wealth Management | 406 | $514.5K | 0.25% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 414 | $524.7K | 0.22% | +414 | New |
| Adviser Investments LLC | 417 | $528.5K | 0.01% | −38−8.4% | Reduced |
| Stablepoint Partners, LLC | 422 | $534.8K | 0.10% | +4+1.0% | Added |
| Edgestream Partners, L.P. | 428 | $542.4K | 0.02% | −5,691−93.0% | Reduced |
| TrueWealth Advisors, LLC | 433 | $548.7K | 0.18% | +157+56.9% | Added |
| Allianz Asset Management GmbH | 441 | $558.9K | 0.00% | +147+50.0% | Added |
| HighPoint Advisor Group LLC | 412 | $561.1K | 0.03% | +38+10.2% | Added |
| Schechter Investment Advisors, LLC | 443 | $561.5K | 0.04% | +93+26.6% | Added |
| Eqis Capital Management, Inc. | 447 | $565.7K | 0.05% | −9−2.0% | Reduced |
| Chicago Trust Co NA | 453 | $574.1K | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 454 | $575.3K | 0.05% | +277+156.5% | Added |
| Webster Bank, N. A. | 460 | $582.9K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 462 | $585.5K | 0.00% | +7+1.5% | Added |
| Resonant Capital Advisors, LLC | 462 | $585.5K | 0.04% | +8+1.8% | Added |
| Contravisory Investment Management, Inc. | 465 | $589.3K | 0.13% | 00.0% | Unchanged |