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, Q1 2025
Institutional positions in TransDigm Group INC as of Mar 31, 2025. 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
- 1,090
- +53 vs. Q4 2024
- Shares held
- 53.3M
- +192.6K (+0.4%) vs. Q4 2024
- Total value
- $73.7B
- +$6.49B (+9.6%) vs. Q4 2024
- New holders
- 146
- 401 more added
- Sold out
- 93
- 373 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 225 | $311.2K | 0.03% | +8+3.7% | Added |
| LWM Advisory Services, LLC | 226 | $312.6K | 0.22% | +12+5.6% | Added |
| Perigon Wealth Management, LLC | 229 | $317.0K | 0.01% | −16−6.5% | Reduced |
| L2 Asset Management, LLC | 231 | $319.5K | 0.07% | +20+9.5% | Added |
| Geneos Wealth Management Inc. | 232 | $320.9K | 0.01% | +101+77.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 233 | $322.3K | 0.33% | −56−19.4% | Reduced |
| MBB Public Markets I LLC | 233 | $322.3K | 0.04% | +233 | New |
| Enterprise Financial Services Corp | 235 | $325.1K | 0.19% | +2+0.9% | Added |
| Manchester Capital Management LLC | 235 | $325.1K | 0.04% | +86+57.7% | Added |
| GeoWealth Management, LLC | 237 | $327.8K | 0.01% | −36−13.2% | Reduced |
| Howard Capital Management Inc. | 238 | $329.2K | 0.01% | −38−13.8% | Reduced |
| Warren Averett Asset Management, LLC | 238 | $329.2K | 0.00% | +43+22.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 238 | $329.2K | 0.01% | −28−10.5% | Reduced |
| Cura Wealth Advisors, LLC | 243 | $336.1K | 0.14% | +243 | New |
| Graypoint LLC | 243 | $336.5K | 0.02% | +4+1.7% | Added |
| Ameriflex Group, Inc. | 245 | $338.9K | 0.14% | +235+2,350.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 246 | $339.9K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 246 | $340.3K | 0.01% | −3−1.2% | Reduced |
| Simplex Trading, LLC | 248 | $343.0K | 0.01% | +248 | New |
| Integrity Wealth Solutions LLC | 249 | $344.4K | 0.19% | −15−5.7% | Reduced |
| L.M. Kohn & Company | 250 | $345.8K | 0.09% | +10+4.2% | Added |
| Massmutual Trust Co FSB | 250 | $345.8K | 0.01% | +92+58.2% | Added |
| Counterpoint Mutual Funds LLC | 250 | $345.8K | 0.05% | +250 | New |
| Ashton Thomas Private Wealth, LLC | 250 | $345.8K | 0.01% | +250 | New |
| Cynosure Management, LLC | 251 | $347.2K | 0.05% | +19+8.2% | Added |
| Congress Wealth Management LLC | 251 | $348.0K | 0.00% | +251 | New |
| RFG Advisory, LLC | 255 | $352.2K | 0.01% | +3+1.2% | Added |
| EverSource Wealth Advisors, LLC | 259 | $358.3K | 0.02% | +50+23.9% | Added |
| Oarsman Capital, Inc. | 261 | $361.0K | 0.06% | +3+1.2% | Added |
| Schmidt P J Investment Management Inc | 261 | $361.0K | 0.07% | +29+12.5% | Added |
| Ritholtz Wealth Management | 261 | $361.2K | 0.01% | +63+31.8% | Added |
| Interchange Capital Partners, LLC | 263 | $363.4K | 0.10% | +20+8.2% | Added |
| Keel Point, LLC | 264 | $365.2K | 0.03% | +54+25.7% | Added |
| United Asset Strategies, Inc. | 264 | $365.5K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 265 | $366.6K | 0.00% | −30−10.2% | Reduced |
| IFC Advisors LLC | 267 | $369.3K | 0.08% | +67+33.5% | Added |
| Bourgeon Capital Management LLC | 270 | $373.5K | 0.08% | +270 | New |
| IFP Advisors, Inc | 271 | $374.1K | 0.01% | +32+13.4% | Added |
| Bank of Hawaii | 271 | $374.9K | 0.02% | −241−47.1% | Reduced |
| Acadian Asset Management LLC | 273 | $376.0K | 0.00% | +131+92.3% | Added |
| Fukoku Mutual Life Insurance Co | 272 | $376.3K | 0.03% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 274 | $379.0K | 0.15% | +24+9.6% | Added |
| Cullen/Frost Bankers, Inc. | 277 | $383.2K | 0.01% | +100+56.5% | Added |
| HBK Sorce Advisory LLC | 277 | $383.5K | 0.01% | −13−4.5% | Reduced |
| Fisher Asset Management, LLC | 277 | $383.5K | 0.00% | +22+8.6% | Added |
| First Heartland Consultants, Inc. | 277 | $383.6K | 0.04% | −38,873−99.3% | Reduced |
| Allworth Financial LP | 282 | $385.1K | 0.00% | +1+0.4% | Added |
| Lighthouse Investment Partners, LLC | 279 | $385.9K | 0.02% | −221−44.2% | Reduced |
| Vontobel Holding Ltd. | 280 | $387.3K | 0.00% | +280 | New |
| Parsons Capital Management Inc | 280 | $387.3K | 0.02% | −120−30.0% | Reduced |
| TFB Advisors LLC | 283 | $391.5K | 0.11% | −116−29.1% | Reduced |
| Independent Advisor Alliance | 283 | $391.5K | 0.01% | +4+1.4% | Added |
| Prosperity Financial Group, Inc. | 283 | $391.5K | 0.20% | +9+3.3% | Added |
| Bradley Foster & Sargent Inc | 289 | $399.8K | 0.01% | −74−20.4% | Reduced |
| Patron Partners Advisors, LLC | 290 | $401.2K | 0.22% | +43+17.4% | Added |
| Stonegate Investment Group, LLC | 291 | $402.0K | 0.01% | −27−8.5% | Reduced |
| Alta Advisers Ltd | 291 | $402.5K | 0.17% | +100+52.4% | Added |
| Altshuler Shaham Ltd | 292 | $403.9K | 0.01% | −60−17.0% | Reduced |
| PFG Investments, LLC | 295 | $407.7K | 0.03% | +11+3.9% | Added |
| TD Waterhouse Canada Inc. | 293 | $408.2K | 0.00% | −4,612−94.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 302 | $408.3K | 0.00% | +4+1.3% | Added |
| Promus Capital, LLC | 296 | $409.5K | 0.31% | −2−0.7% | Reduced |
| Blue Edge Capital, LLC | 296 | $409.5K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 299 | $413.6K | 0.02% | +55+22.5% | Added |
| Insigneo Advisory Services, LLC | 300 | $414.4K | 0.04% | +12+4.2% | Added |
| Valeo Financial Advisors, LLC | 300 | $414.4K | 0.01% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 302 | $417.8K | 0.04% | +12+4.1% | Added |
| Severin Investments, LLC | 307 | $425.0K | 0.43% | −2−0.6% | Reduced |
| Smartleaf Asset Management LLC | 309 | $425.6K | 0.04% | +23+8.0% | Added |
| Vestmark Advisory Solutions, Inc. | 311 | $429.8K | 0.01% | −13−4.0% | Reduced |
| Custom Index Systems, LLC | 311 | $430.2K | 0.22% | +311 | New |
| Johnson Investment Counsel Inc | 315 | $435.4K | 0.00% | +5+1.6% | Added |
| GHP Investment Advisors, Inc. | 315 | $435.7K | 0.02% | +1+0.3% | Added |
| Clarius Group, LLC | 316 | $437.1K | 0.03% | −84−21.0% | Reduced |
| Shelton Capital Management | 317 | $438.5K | 0.01% | −9−2.8% | Reduced |
| Oak Associates, Ltd | 317 | $438.5K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 317 | $438.5K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 318 | $439.9K | 0.03% | −13−3.9% | Reduced |
| Forum Financial Management, LP | 319 | $441.3K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 320 | $442.7K | 0.00% | −3−0.9% | Reduced |
| Private Trust Co NA | 321 | $444.0K | 0.05% | −5−1.5% | Reduced |
| Fiduciary Trust Co | 323 | $446.8K | 0.01% | +323 | New |
| Evergreen Capital Management LLC | 325 | $449.6K | 0.02% | +29+9.8% | Added |
| Resources Investment Advisors, LLC. | 327 | $452.4K | 0.01% | −363−52.6% | Reduced |
| Banque Cantonale Vaudoise | 327 | $453.0K | 0.02% | +327 | New |
| Ferguson Wellman Capital Management, Inc | 328 | $453.7K | 0.01% | +5+1.5% | Added |
| Salem Investment Counselors Inc | 328 | $453.7K | 0.02% | +3+0.9% | Added |
| Adviser Investments LLC | 330 | $456.5K | 0.01% | −87−20.9% | Reduced |
| Umb Bank N A | 330 | $456.5K | 0.01% | +36+12.2% | Added |
| Optimum Investment Advisors | 342 | $473.1K | 0.22% | 00.0% | Unchanged |
| Conning Inc. | 342 | $473.1K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $484.2K | 0.06% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 351 | $485.5K | 0.01% | +142+67.9% | Added |
| Yarbrough Capital, LLC | 354 | $489.7K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 355 | $491.1K | 0.27% | +55+18.3% | Added |
| Bingham Private Wealth, LLC | 358 | $495.2K | 0.51% | +32+9.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 358 | $495.2K | 0.32% | +358 | New |
| Pinnacle Wealth Planning Services, Inc. | 360 | $498.0K | 0.07% | +17+5.0% | Added |
| Farther Finance Advisors, LLC | 357 | $498.9K | 0.01% | +91+34.2% | Added |
| 4J Wealth Management LLC | 366 | $506.4K | 0.40% | −4−1.1% | Reduced |