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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 342 | $473.1K | 0.22% | 00.0% | Unchanged |
| 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 |
| Salem Investment Counselors Inc | 328 | $453.7K | 0.02% | +3+0.9% | Added |
| Ferguson Wellman Capital Management, Inc | 328 | $453.7K | 0.01% | +5+1.5% | Added |
| Banque Cantonale Vaudoise | 327 | $453.0K | 0.02% | +327 | New |
| Resources Investment Advisors, LLC. | 327 | $452.4K | 0.01% | −363−52.6% | Reduced |
| Evergreen Capital Management LLC | 325 | $449.6K | 0.02% | +29+9.8% | Added |
| Fiduciary Trust Co | 323 | $446.8K | 0.01% | +323 | New |
| Private Trust Co NA | 321 | $444.0K | 0.05% | −5−1.5% | Reduced |
| Tiaa Trust, National Association | 320 | $442.7K | 0.00% | −3−0.9% | Reduced |
| Forum Financial Management, LP | 319 | $441.3K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 318 | $439.9K | 0.03% | −13−3.9% | 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 |
| Clarius Group, LLC | 316 | $437.1K | 0.03% | −84−21.0% | Reduced |
| GHP Investment Advisors, Inc. | 315 | $435.7K | 0.02% | +1+0.3% | Added |
| Johnson Investment Counsel Inc | 315 | $435.4K | 0.00% | +5+1.6% | Added |
| Custom Index Systems, LLC | 311 | $430.2K | 0.22% | +311 | New |
| Vestmark Advisory Solutions, Inc. | 311 | $429.8K | 0.01% | −13−4.0% | Reduced |
| Smartleaf Asset Management LLC | 309 | $425.6K | 0.04% | +23+8.0% | Added |
| Severin Investments, LLC | 307 | $425.0K | 0.43% | −2−0.6% | Reduced |
| Crescent Grove Advisors, LLC | 302 | $417.8K | 0.04% | +12+4.1% | Added |
| Valeo Financial Advisors, LLC | 300 | $414.4K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 300 | $414.4K | 0.04% | +12+4.2% | Added |
| Moors & Cabot, Inc. | 299 | $413.6K | 0.02% | +55+22.5% | 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 302 | $408.3K | 0.00% | +4+1.3% | Added |
| TD Waterhouse Canada Inc. | 293 | $408.2K | 0.00% | −4,612−94.0% | Reduced |
| PFG Investments, LLC | 295 | $407.7K | 0.03% | +11+3.9% | Added |
| Altshuler Shaham Ltd | 292 | $403.9K | 0.01% | −60−17.0% | Reduced |
| Alta Advisers Ltd | 291 | $402.5K | 0.17% | +100+52.4% | Added |
| Stonegate Investment Group, LLC | 291 | $402.0K | 0.01% | −27−8.5% | Reduced |
| Patron Partners Advisors, LLC | 290 | $401.2K | 0.22% | +43+17.4% | Added |
| Bradley Foster & Sargent Inc | 289 | $399.8K | 0.01% | −74−20.4% | 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 |
| Parsons Capital Management Inc | 280 | $387.3K | 0.02% | −120−30.0% | Reduced |
| Vontobel Holding Ltd. | 280 | $387.3K | 0.00% | +280 | New |
| Lighthouse Investment Partners, LLC | 279 | $385.9K | 0.02% | −221−44.2% | Reduced |
| Allworth Financial LP | 282 | $385.1K | 0.00% | +1+0.4% | Added |
| First Heartland Consultants, Inc. | 277 | $383.6K | 0.04% | −38,873−99.3% | Reduced |
| Fisher Asset Management, LLC | 277 | $383.5K | 0.00% | +22+8.6% | Added |
| HBK Sorce Advisory LLC | 277 | $383.5K | 0.01% | −13−4.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 277 | $383.2K | 0.01% | +100+56.5% | Added |
| Moseley Investment Management Inc | 274 | $379.0K | 0.15% | +24+9.6% | Added |
| Fukoku Mutual Life Insurance Co | 272 | $376.3K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 273 | $376.0K | 0.00% | +131+92.3% | Added |
| Bank of Hawaii | 271 | $374.9K | 0.02% | −241−47.1% | Reduced |
| IFP Advisors, Inc | 271 | $374.1K | 0.01% | +32+13.4% | Added |
| Bourgeon Capital Management LLC | 270 | $373.5K | 0.08% | +270 | New |
| IFC Advisors LLC | 267 | $369.3K | 0.08% | +67+33.5% | Added |
| D.A. Davidson & Co. | 265 | $366.6K | 0.00% | −30−10.2% | Reduced |
| United Asset Strategies, Inc. | 264 | $365.5K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 264 | $365.2K | 0.03% | +54+25.7% | Added |
| Interchange Capital Partners, LLC | 263 | $363.4K | 0.10% | +20+8.2% | Added |
| Ritholtz Wealth Management | 261 | $361.2K | 0.01% | +63+31.8% | 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 |
| EverSource Wealth Advisors, LLC | 259 | $358.3K | 0.02% | +50+23.9% | Added |
| RFG Advisory, LLC | 255 | $352.2K | 0.01% | +3+1.2% | Added |
| Congress Wealth Management LLC | 251 | $348.0K | 0.00% | +251 | New |
| Cynosure Management, LLC | 251 | $347.2K | 0.05% | +19+8.2% | Added |
| 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 |
| Integrity Wealth Solutions LLC | 249 | $344.4K | 0.19% | −15−5.7% | Reduced |
| Simplex Trading, LLC | 248 | $343.0K | 0.01% | +248 | New |
| Fulton Bank, N.A. | 246 | $340.3K | 0.01% | −3−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 246 | $339.9K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 245 | $338.9K | 0.14% | +235+2,350.0% | Added |
| Graypoint LLC | 243 | $336.5K | 0.02% | +4+1.7% | Added |
| Cura Wealth Advisors, LLC | 243 | $336.1K | 0.14% | +243 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 238 | $329.2K | 0.01% | −28−10.5% | 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 |
| GeoWealth Management, LLC | 237 | $327.8K | 0.01% | −36−13.2% | Reduced |
| Manchester Capital Management LLC | 235 | $325.1K | 0.04% | +86+57.7% | Added |
| Enterprise Financial Services Corp | 235 | $325.1K | 0.19% | +2+0.9% | 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 |
| Geneos Wealth Management Inc. | 232 | $320.9K | 0.01% | +101+77.1% | Added |
| L2 Asset Management, LLC | 231 | $319.5K | 0.07% | +20+9.5% | Added |
| Perigon Wealth Management, LLC | 229 | $317.0K | 0.01% | −16−6.5% | Reduced |
| LWM Advisory Services, LLC | 226 | $312.6K | 0.22% | +12+5.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 225 | $311.2K | 0.03% | +8+3.7% | Added |
| Fielder Capital Group LLC | 223 | $308.5K | 0.09% | +5+2.3% | Added |
| Brown Miller Wealth Management, LLC | 221 | $305.7K | 0.11% | +221 | New |
| Fortitude Advisory Group L.L.C. | 227 | $303.3K | 0.22% | +16+7.6% | Added |
| TBH Global Asset Management, LLC | 217 | $300.2K | 0.06% | −20−8.4% | Reduced |
| Axq Capital, LP | 215 | $297.4K | 0.12% | −72−25.1% | Reduced |
| Biltmore Family Office, LLC | 214 | $296.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 213 | $295.0K | 0.01% | +38+21.7% | Added |
| Kingswood Wealth Advisors, LLC | 213 | $294.7K | 0.03% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 213 | $294.6K | 0.16% | −17−7.4% | Reduced |
| Centurion Wealth Management LLC | 232 | $294.3K | 0.09% | 00.0% | Unchanged |