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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
Linonia Partnership LP48,159$61.0M3.21%00.0%Unchanged
Retirement Systems of Alabama47,395$60.1M0.22%+10,115+27.1%Added
New York State Teachers Retirement System47,088$59.7M0.13%−161−0.3%Reduced
Advent International Corp45,924$58.2M1.36%−69,550−60.2%Reduced
King Luther Capital Management Corp44,449$56.3M0.24%+41,331+1,325.6%Added
Crow's Nest Holdings LP44,000$55.8M11.76%00.0%Unchanged
CI Private Wealth, LLC43,455$55.1M0.09%+27,983+180.9%Added
Federated Hermes, Inc.42,070$53.3M0.12%+3,431+8.9%Added
Ampfield Management, L.P.41,542$52.6M54.80%−1,208−2.8%Reduced
APG Asset Management N.V.42,464$52.0M0.14%+30,535+256.0%Added
Capital International Inc40,388$51.2M0.60%−2,171−5.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)38,676$49.0M0.14%+2,772+7.7%Added
Manufacturers Life Insurance Company, The38,273$48.5M0.04%+375+1.0%Added
Korea Investment CORP37,057$47.0M0.11%−9,912−21.1%Reduced
Freestone Grove Partners LP35,749$45.3M0.56%+35,749New
Cookson Peirce & Co Inc35,204$44.6M2.02%−266−0.7%Reduced
KLP Kapitalforvaltning AS34,992$44.3M0.21%+34,992New
AQR Capital Management LLC34,256$43.4M0.06%−1,616−4.5%Reduced
Regions Financial Corp34,045$43.1M0.32%+655+2.0%Added
Millennium Management LLC33,613$42.6M0.04%−36,851−52.3%Reduced
Ensign Peak Advisors, Inc33,267$42.2M0.07%−6,287−15.9%Reduced
First Trust Advisors LP32,480$41.2M0.04%+1,775+5.8%Added
State of Wisconsin Investment Board31,574$40.0M0.10%−5,340−14.5%Reduced
Colony Group, LLC31,343$39.7M0.10%+11,069+54.6%Added
Storebrand Asset Management AS31,006$39.3M0.12%+4,168+15.5%Added
Cercano Management LLC30,789$39.0M0.99%00.0%Unchanged
DekaBank Deutsche Girozentrale29,877$38.3M0.07%00.0%Unchanged
Prudential Financial Inc29,910$37.9M0.05%−4,432−12.9%Reduced
Chilton Capital Management LLC29,665$37.6M1.58%+2,346+8.6%Added
Chevy Chase Trust Holdings, Inc.29,652$37.6M0.11%−563−1.9%Reduced
CBIZ Investment Advisory Services, LLC29,594$37.5M1.87%00.0%Unchanged
Asset Management One Co.,Ltd.28,636$36.9M0.13%−3,217−10.1%Reduced
National Bank of Canada28,974$36.7M0.05%−2,860−9.0%Reduced
Zimmer Partners, LP28,920$36.6M0.64%+19,920+221.3%Added
Royal London Asset Management Ltd28,629$36.3M0.09%−63−0.2%Reduced
J. Goldman & Co LP28,007$35.5M1.25%+25,379+965.7%Added
Toronto Dominion Bank27,327$34.6M0.07%+4,651+20.5%Added
BRX Global LP27,149$34.4M24.32%00.0%Unchanged
Mill Capital Management, LLC26,219$33.2M2.63%−324−1.2%Reduced
Natixis Advisors, L.P.25,713$32.6M0.06%−1,481−5.4%Reduced
Pictet Asset Management Holding SA25,574$32.4M0.03%+846+3.4%Added
Mitsubishi UFJ Trust & Banking Corp25,403$32.2M0.08%−888−3.4%Reduced
SEI Investments Co25,270$32.0M0.04%−4,692−15.7%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH25,056$31.8M0.06%+25,056New
DnB Asset Management AS24,623$31.2M0.14%+599+2.5%Added
Amundi24,017$30.8M0.01%+16,355+213.5%Added
Treasurer of the State of North Carolina23,943$30.3M0.12%+150+0.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main23,842$30.2M0.03%−21,821−47.8%Reduced
East Coast Asset Management, LLC.23,802$30.2M10.08%−3,291−12.1%Reduced
State of Tennessee, Treasury Department23,460$29.7M0.11%+560+2.4%Added
Public Employees Retirement System of Ohio23,131$29.3M0.10%−1,146−4.7%Reduced
Susquehanna International Group, LLP22,986$29.1M0.04%+1,915+9.1%Added
Titan Global Capital Management USA LLC22,774$28.9M4.38%−516−2.2%Reduced
Anabranch Capital Management, LP22,673$28.7M17.19%−8,120−26.4%Reduced
Baskin Financial Services Inc.22,358$28.3M2.25%+1,054+4.9%Added
iA Global Asset Management Inc.22,251$28.2M0.49%−6,292−22.0%Reduced
Mn Services Vermogensbeheer B.V.21,800$27.6M0.19%+500+2.3%Added
Cypress Funds LLC21,730$27.5M3.70%00.0%Unchanged
LPL Financial LLC21,495$27.2M0.01%+3,182+17.4%Added
Quadrature Capital Ltd21,381$27.1M0.54%+18,184+568.8%Added
Great West Life Assurance Co21,370$27.1M0.05%+79+0.4%Added
Oakcliff Capital Partners, LP21,293$27.0M13.80%−131−0.6%Reduced
State of New Jersey Common Pension Fund D20,436$25.9M0.10%−111−0.5%Reduced
TD Asset Management Inc20,122$25.5M0.02%+820+4.2%Added
Oakmont Corp20,086$25.5M4.45%+4,421+28.2%Added
Victory Capital Management Inc19,499$24.7M0.02%−408−2.0%Reduced
Capital International Sarl19,423$24.6M0.57%+1,315+7.3%Added
Pennant Investors, LP19,371$24.5M7.29%00.0%Unchanged
TCW Group Inc19,244$24.4M0.20%−1,041−5.1%Reduced
Standard Life Aberdeen plc19,133$24.4M0.05%−1,598−7.7%Reduced
GW&K Investment Management, LLC19,004$24.1M0.20%−79−0.4%Reduced
Nomura Asset Management Co Ltd18,111$23.0M0.07%+1,788+11.0%Added
Comerica Bank17,847$22.6M0.09%−2,995−14.4%Reduced
Gotham Asset Management, LLC17,818$22.6M0.21%+125+0.7%Added
Two Sigma Advisers, LP17,500$22.2M0.05%−10,000−36.4%Reduced
HighTower Advisors, LLC17,338$22.0M0.03%+2,122+13.9%Added
Archon Partners LLC17,300$21.9M2.55%00.0%Unchanged
Goodnow Investment Group, LLC16,407$20.8M2.05%−4,510−21.6%Reduced
Janney Montgomery Scott LLC16,252$20.6M0.06%+3,507+27.5%Added
Capital International Ltd16,212$20.5M0.84%+543+3.5%Added
Arizona State Retirement System16,131$20.4M0.12%+87+0.5%Added
Resona Asset Management Co.,Ltd.16,036$20.4M0.12%−861−5.1%Reduced
Howland Capital Management LLC16,063$20.4M0.89%+988+6.6%Added
One Madison Group LLC16,000$20.3M2.32%+16,000New
Mariner, LLC15,739$19.9M0.03%+72+0.5%Added
MetLife Investment Management15,339$19.4M0.11%+273+1.8%Added
Toroso Investments, LLC15,216$19.3M0.16%+13,824+993.1%Added
Nissay Asset Management Corp14,846$19.2M0.12%+219+1.5%Added
Nisa Investment Advisors, LLC14,947$18.9M0.07%−73−0.5%Reduced
AMF Pensionsforsakring AB14,932$18.9M0.13%+14,932New
Allspring Global Investments Holdings, LLC14,913$18.7M0.03%−25,670−63.3%Reduced
Bank of Nova Scotia14,499$18.4M0.03%+327+2.3%Added
Whitford Management LLC14,331$18.2M5.37%+11,952+502.4%Added
Los Angeles Capital Management LLC13,986$17.7M0.07%−192−1.4%Reduced
Corebridge Financial, Inc.13,859$17.6M0.09%−18−0.1%Reduced
Broad Run Investment Management, LLC13,794$17.5M2.37%00.0%Unchanged
Pragma Gestao de Patrimonio Ltd13,700$17.4M9.57%+1,700+14.2%Added
Credit Agricole S A13,697$17.4M0.06%+7,191+110.5%Added
Teamwork Financial Advisors, LLC13,636$17.3M2.25%+2,691+24.6%Added
Gilder Gagnon Howe & Co LLC13,456$17.1M0.18%−189−1.4%Reduced