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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 211 | $267.0K | 0.08% | −12−5.4% | Reduced |
| Keel Point, LLC | 210 | $266.1K | 0.02% | +19+9.9% | Added |
| Avantra Family Wealth, Inc. | 210 | $266.1K | 0.25% | +210 | New |
| ICONIQ Capital, LLC | 209 | $264.9K | 0.00% | +209 | New |
| EverSource Wealth Advisors, LLC | 209 | $264.9K | 0.01% | +31+17.4% | Added |
| Objective Capital Management, LLC | 209 | $264.4K | 0.18% | −35−14.3% | Reduced |
| Leavell Investment Management, Inc. | 208 | $263.6K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 208 | $263.6K | 0.03% | +208 | New |
| AMG National Trust Bank | 206 | $261.3K | 0.01% | +10+5.1% | Added |
| Catalina Capital Group, LLC | 204 | $258.5K | 0.09% | +10+5.2% | Added |
| RMB Capital Management, LLC | 202 | $256.0K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 202 | $256.0K | 0.01% | +2+1.0% | Added |
| Plancorp, LLC | 202 | $256.0K | 0.01% | +4+2.0% | Added |
| Daymark Wealth Partners, LLC | 200 | $253.9K | 0.01% | +13+7.0% | Added |
| Carnegie Capital Asset Management, LLC | 200 | $253.5K | 0.01% | −39−16.3% | Reduced |
| Tiptree Advisors, LLC | 200 | $253.5K | 0.26% | +200 | New |
| Kohmann Bosshard Financial Services, LLC | 200 | $253.5K | 0.03% | +200 | New |
| Tucker Asset Management LLC | 200 | $253.5K | 0.03% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $253.5K | 0.06% | +200 | New |
| IFC Advisors LLC | 200 | $253.5K | 0.06% | +200 | New |
| Aptus Capital Advisors, LLC | 199 | $252.2K | 0.00% | +5+2.6% | Added |
| Ritholtz Wealth Management | 198 | $251.0K | 0.01% | +25+14.5% | Added |
| TriaGen Wealth Management LLC | 198 | $250.9K | 0.08% | +4+2.1% | Added |
| KMG Fiduciary Partners, LLC | 195 | $247.4K | 0.02% | +3+1.6% | Added |
| Fractal Investments LLC | 195 | $247.1K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 195 | $247.1K | 0.00% | +195 | New |
| First Nebraska Trust Co | 194 | $245.9K | 0.02% | 00.0% | Unchanged |
| NatWest Group plc | 191 | $242.1K | 0.07% | −5,493−96.6% | Reduced |
| Alta Advisers Ltd | 191 | $242.1K | 0.15% | +41+27.3% | Added |
| HBW Advisory Services LLC | 190 | $240.8K | 0.04% | +5+2.7% | Added |
| Berbice Capital Management LLC | 190 | $240.8K | 0.19% | +190 | New |
| Von Berge Wealth Management Group, LLC | 175 | $238.9K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 188 | $238.2K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 186 | $235.7K | 0.05% | −1,696−90.1% | Reduced |
| Waldron Private Wealth LLC | 186 | $235.7K | 0.01% | +2+1.1% | Added |
| Pinebridge Investments, L.P. | 185 | $234.4K | 0.00% | −56−23.2% | Reduced |
| Boston Private Wealth LLC | 185 | $234.4K | 0.00% | +185 | New |
| Laurion Capital Management LP | 184 | $233.2K | 0.01% | +184 | New |
| Pinnacle Bancorp, Inc. | 183 | $231.9K | 0.08% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 183 | $231.9K | 0.06% | +14+8.3% | Added |
| Independent Financial Group, LLC | 183 | $231.9K | 0.01% | +183 | New |
| Wealthspire Advisors, LLC | 180 | $228.3K | 0.00% | +36+25.0% | Added |
| Equitable Holdings, Inc. | 180 | $228.1K | 0.00% | −29−13.9% | Reduced |
| Rockland Trust Co | 180 | $228.1K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 180 | $228.1K | 0.01% | +180 | New |
| Chase Investment Counsel Corp | 180 | $228.0K | 0.07% | 00.0% | Unchanged |
| Welch & Forbes LLC | 177 | $224.3K | 0.00% | +177 | New |
| Legacy Financial Advisors, Inc. | 177 | $224.3K | 0.04% | −7−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 177 | $224.3K | 0.00% | +175+8,750.0% | Added |
| Smith, Moore & Co. | 176 | $222.8K | 0.02% | +7+4.1% | Added |
| FSM Wealth Advisors, LLC | 168 | $222.4K | 0.05% | +6+3.7% | Added |
| New Republic Capital, LLC | 175 | $221.8K | 0.14% | −4−2.2% | Reduced |
| E&G Advisors, LP | 175 | $221.8K | 0.06% | 00.0% | Unchanged |
| CX Institutional | 175 | $221.8K | 0.01% | +9+5.4% | Added |
| Sound Income Strategies, LLC | 175 | $221.8K | 0.01% | +175 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 174 | $220.5K | 0.05% | −4−2.2% | Reduced |
| V-Square Quantitative Management LLC | 174 | $220.5K | 0.03% | +16+10.1% | Added |
| PDS Planning, Inc | 173 | $219.2K | 0.02% | +1+0.6% | Added |
| Foundations Investment Advisors, LLC | 172 | $218.0K | 0.00% | +172 | New |
| Aaron Wealth Advisors | 172 | $218.0K | 0.03% | −13−7.0% | Reduced |
| Ellevest, Inc. | 171 | $216.7K | 0.01% | −13−7.1% | Reduced |
| Birch Financial Group, LLC | 169 | $214.5K | 0.24% | +169 | New |
| Moneta Group Investment Advisors LLC | 167 | $212.0K | 0.00% | +167 | New |
| Mission Wealth Management, LP | 167 | $211.7K | 0.01% | −993−85.6% | Reduced |
| Panoramic Capital Partners, LLC | 165 | $209.1K | 0.18% | +165 | New |
| Isthmus Partners, LLC | 164 | $207.8K | 0.03% | +164 | New |
| IHT Wealth Management, LLC | 163 | $206.6K | 0.01% | −25−13.3% | Reduced |
| Harbor Capital Advisors, Inc. | 162 | $205.0K | 0.01% | −90−35.7% | Reduced |
| VisionPoint Advisory Group, LLC | 163 | $204.4K | 0.07% | +42+34.7% | Added |
| Cromwell Holdings LLC | 159 | $201.5K | 0.12% | 00.0% | Unchanged |
| Thompson David Blair | 159 | $201.5K | 0.15% | +159 | New |
| Massmutual Trust Co FSB | 158 | $200.2K | 0.01% | −2−1.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 158 | $200.2K | 0.07% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 158 | $200.2K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $197.7K | 0.03% | +4+2.6% | Added |
| Manchester Capital Management LLC | 149 | $188.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 148 | $186.0K | 0.00% | +142+2,366.7% | Added |
| Lazard Asset Management LLC | 147 | $185.0K | 0.00% | −99−40.2% | Reduced |
| HM Payson & Co | 143 | $181.2K | 0.00% | +143 | New |
| Fairway Wealth LLC | 142 | $180.0K | 0.08% | −40−22.0% | Reduced |
| Acadian Asset Management LLC | 142 | $179.0K | 0.00% | −370−72.3% | Reduced |
| Proequities, Inc. | 132 | $178.7K | 0.01% | +24+22.2% | Added |
| FSA Wealth Management LLC | 139 | $176.2K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 138 | $174.9K | 0.03% | +41+42.3% | Added |
| Quent Capital, LLC | 132 | $167.3K | 0.02% | +8+6.5% | Added |
| Geneos Wealth Management Inc. | 131 | $166.0K | 0.01% | −21−13.8% | Reduced |
| Bayforest Capital Ltd | 129 | $163.5K | 0.20% | +129 | New |
| Hazlett, Burt & Watson, Inc. | 128 | $162.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 127 | $160.9K | 0.00% | +4+3.3% | Added |
| Gen-Wealth Partners Inc | 127 | $160.9K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 119 | $150.8K | 0.00% | −174−59.4% | Reduced |
| HHM Wealth Advisors, LLC | 119 | $150.3K | 0.02% | +2+1.7% | Added |
| LRI Investments, LLC | 113 | $143.3K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 105 | $133.5K | 0.03% | +5+5.0% | Added |
| Trivant Custom Portfolio Group, LLC | 100 | $126.7K | 0.07% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 100 | $126.7K | 0.03% | +100 | New |
| Silicon Valley Capital Partners | 99 | $125.8K | 0.01% | +5+5.3% | Added |
| Venturi Wealth Management, LLC | 97 | $122.9K | 0.01% | −2−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 96 | $121.7K | 0.06% | −2−2.0% | Reduced |
| Colonial Trust Advisors | 95 | $120.4K | 0.01% | 00.0% | Unchanged |