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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 326 | $413.1K | 0.04% | +122+59.8% | Added |
| Bingham Private Wealth, LLC | 326 | $413.1K | 0.44% | +326 | 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 |
| Vestmark Advisory Solutions, Inc. | 324 | $410.1K | 0.01% | +324 | New |
| Tiaa Trust, National Association | 323 | $409.4K | 0.00% | +2+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 323 | $409.3K | 0.01% | +22+7.3% | Added |
| Tranquility Partners, LLC | 322 | $408.1K | 0.15% | −6−1.8% | Reduced |
| Forum Financial Management, LP | 319 | $404.3K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 319 | $404.3K | 0.03% | +17+5.6% | Added |
| Stonegate Investment Group, LLC | 318 | $402.5K | 0.01% | −1−0.3% | 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 298 | $400.6K | 0.00% | −8−2.6% | Reduced |
| ASB Consultores, LLC | 316 | $400.5K | 0.17% | −4−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 314 | $397.9K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 313 | $396.8K | 0.01% | +313 | New |
| Johnson Investment Counsel Inc | 310 | $392.6K | 0.00% | +122+64.9% | Added |
| Severin Investments, LLC | 309 | $391.9K | 0.39% | +309 | New |
| Secure Asset Management, LLC | 306 | $387.6K | 0.06% | +10+3.4% | Added |
| HWG Holdings LP | 305 | $386.5K | 0.13% | −260−46.0% | Reduced |
| Allworth Financial LP | 281 | $380.8K | 0.00% | +34+13.8% | Added |
| Westhampton Capital, LLC | 300 | $380.2K | 0.19% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 300 | $379.7K | 0.01% | +5+1.7% | Added |
| Promus Capital, LLC | 298 | $377.6K | 0.29% | +298 | New |
| Kesler, Norman & Wride, LLC | 296 | $375.3K | 0.08% | +296 | New |
| Blue Edge Capital, LLC | 296 | $375.1K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 296 | $375.1K | 0.01% | +296 | New |
| D.A. Davidson & Co. | 295 | $373.8K | 0.00% | +5+1.7% | Added |
| Umb Bank N A | 294 | $372.6K | 0.01% | −1−0.3% | Reduced |
| HBK Sorce Advisory LLC | 290 | $367.8K | 0.01% | −38−11.6% | Reduced |
| Crescent Grove Advisors, LLC | 290 | $367.5K | 0.04% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 289 | $366.2K | 0.36% | +289 | New |
| Smartleaf Asset Management LLC | 286 | $366.1K | 0.04% | +97+51.3% | Added |
| Edmond de Rothschild Holding S.A. | 288 | $365.0K | 0.01% | +148+105.7% | Added |
| Insigneo Advisory Services, LLC | 288 | $364.7K | 0.04% | −44−13.3% | Reduced |
| Axq Capital, LP | 287 | $363.7K | 0.16% | −748−72.3% | Reduced |
| PFG Investments, LLC | 284 | $359.5K | 0.02% | +126+79.7% | Added |
| Skopos Labs, Inc. | 281 | $356.1K | 0.11% | +6+2.2% | Added |
| Independent Advisor Alliance | 279 | $353.6K | 0.00% | +279 | New |
| Simon Quick Advisors, LLC | 278 | $352.3K | 0.02% | +52+23.0% | Added |
| Howard Capital Management Inc. | 276 | $349.8K | 0.01% | +9+3.4% | Added |
| Jump Financial, LLC | 276 | $349.8K | 0.01% | +276 | New |
| U.S. Capital Wealth Advisors, LLC | 275 | $348.5K | 0.01% | +275 | New |
| Kovack Advisors, Inc. | 274 | $347.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| GeoWealth Management, LLC | 273 | $346.0K | 0.01% | −106−28.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 272 | $344.7K | 0.02% | −60−18.1% | Reduced |
| Farther Finance Advisors, LLC | 266 | $337.3K | 0.01% | +79+42.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 266 | $337.1K | 0.01% | −26−8.9% | Reduced |
| United Asset Strategies, Inc. | 264 | $334.9K | 0.03% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 264 | $334.6K | 0.19% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 258 | $327.0K | 0.06% | +15+6.2% | Added |
| Perigon Wealth Management, LLC | 245 | $324.1K | 0.01% | −112−31.4% | Reduced |
| Fisher Asset Management, LLC | 255 | $324.1K | 0.00% | +36+16.4% | Added |
| Quest Partners LLC | 252 | $319.4K | 0.04% | −1,865−88.1% | Reduced |
| RFG Advisory, LLC | 252 | $318.9K | 0.01% | +12+5.0% | Added |
| Moseley Investment Management Inc | 250 | $316.8K | 0.12% | +33+15.2% | Added |
| Petros Family Wealth, LLC | 249 | $315.6K | 0.34% | +249 | New |
| Fulton Bank, N.A. | 249 | $315.6K | 0.01% | +24+10.7% | Added |
| Patron Partners Advisors, LLC | 247 | $313.0K | 0.17% | +34+16.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 246 | $311.5K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 244 | $309.2K | 0.01% | −19−7.2% | Reduced |
| Interchange Capital Partners, LLC | 243 | $307.6K | 0.11% | +35+16.8% | Added |
| L.M. Kohn & Company | 240 | $304.1K | 0.08% | 00.0% | Unchanged |
| Graypoint LLC | 239 | $303.4K | 0.02% | +18+8.1% | Added |
| IFP Advisors, Inc | 239 | $303.1K | 0.01% | +32+15.5% | Added |
| Westover Capital Advisors, LLC | 239 | $302.9K | 0.07% | +239 | New |
| TBH Global Asset Management, LLC | 237 | $300.3K | 0.07% | 00.0% | Unchanged |
| Net Worth Advisory Group | 237 | $300.3K | 0.09% | +12+5.3% | Added |
| Atomi Financial Group, Inc. | 236 | $299.1K | 0.02% | +40+20.4% | Added |
| Washington Trust Advisors, Inc. | 236 | $299.1K | 0.03% | +53+29.0% | Added |
| Greenwich Wealth Management LLC | 236 | $299.0K | 0.02% | −18−7.1% | Reduced |
| Enterprise Financial Services Corp | 233 | $295.3K | 0.16% | −6−2.5% | Reduced |
| Centurion Wealth Management LLC | 232 | $294.3K | 0.09% | +26+12.6% | Added |
| Cynosure Management, LLC | 232 | $294.0K | 0.04% | −45−16.2% | Reduced |
| Schmidt P J Investment Management Inc | 232 | $294.0K | 0.05% | +22+10.5% | Added |
| Sentry Investment Management LLC | 231 | $293.0K | 0.14% | −38−14.1% | Reduced |
| Graham Capital Management, L.P. | 231 | $292.7K | 0.01% | −1,008−81.4% | Reduced |
| Lindbrook Capital, LLC | 231 | $292.7K | 0.03% | +8+3.6% | Added |
| Dudley Capital Management, LLC | 230 | $291.5K | 0.15% | +18+8.5% | Added |
| Optiver Holding B.V. | 229 | $290.2K | 0.01% | +172+301.8% | Added |
| Strive Asset Management, LLC | 226 | $286.4K | 0.21% | +226 | New |
| Tocqueville Asset Management L.P. | 225 | $285.1K | 0.00% | −5−2.2% | Reduced |
| Everstar Asset Management, LLC | 224 | $283.9K | 0.20% | −160−41.7% | Reduced |
| Fielder Capital Group LLC | 218 | $276.3K | 0.09% | −6−2.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 217 | $275.0K | 0.03% | −3−1.4% | Reduced |
| CSM Advisors, LLC | 216 | $274.0K | 0.01% | +52+31.7% | Added |
| LGL Partners, LLC | 215 | $272.5K | 0.04% | +1+0.5% | Added |
| Hill Investment Group Partners, LLC | 215 | $272.5K | 0.04% | −1−0.5% | Reduced |
| LWM Advisory Services, LLC | 214 | $271.2K | 0.19% | −10−4.5% | Reduced |
| Biltmore Family Office, LLC | 214 | $271.2K | 0.05% | 00.0% | Unchanged |
| Rathbone Brothers plc | 213 | $269.9K | 0.00% | +1+0.5% | Added |
| Kingswood Wealth Advisors, LLC | 213 | $269.9K | 0.02% | −1,765−89.2% | Reduced |
| Snowden Capital Advisors LLC | 212 | $268.7K | 0.01% | −1,729−89.1% | Reduced |
| AA Financial Advisors, LLC | 212 | $268.7K | 0.07% | 00.0% | Unchanged |
| Teza Capital Management LLC | 212 | $268.7K | 0.04% | +212 | New |
| L2 Asset Management, LLC | 211 | $267.4K | 0.06% | −4−1.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 211 | $267.4K | 0.16% | 00.0% | Unchanged |