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 |
|---|---|---|---|---|---|
| AA Financial Advisors, LLC | 212 | $293.3K | 0.07% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 212 | $293.3K | 0.28% | +2+1.0% | Added |
| Leavell Investment Management, Inc. | 212 | $293.3K | 0.01% | +4+1.9% | Added |
| Plancorp, LLC | 212 | $293.3K | 0.01% | +10+5.0% | Added |
| Pinnacle Bancorp, Inc. | 212 | $293.3K | 0.10% | +29+15.8% | Added |
| FFT Wealth Management LLC | 212 | $293.3K | 0.06% | +212 | New |
| Keebeck Alpha, LP | 211 | $291.9K | 0.34% | +211 | New |
| FDx Advisors, Inc. | 210 | $290.0K | 0.09% | −1−0.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 209 | $289.1K | 0.04% | +209 | New |
| George Kaiser Family Foundation | 209 | $289.1K | 0.04% | +209 | New |
| Jane Street Group, LLC | 209 | $289.1K | 0.00% | −197−48.5% | Reduced |
| AMG National Trust Bank | 207 | $286.6K | 0.01% | +1+0.5% | Added |
| Rathbone Brothers plc | 207 | $286.3K | 0.00% | −6−2.8% | Reduced |
| TenCore Partners, LP | 206 | $285.0K | 0.15% | +206 | New |
| Aptus Capital Advisors, LLC | 206 | $285.0K | 0.00% | +7+3.5% | Added |
| Daymark Wealth Partners, LLC | 200 | $277.1K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 200 | $276.7K | 0.00% | −17,300−98.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 200 | $276.7K | 0.01% | −2−1.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 200 | $276.7K | 0.03% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $276.7K | 0.24% | +10+5.3% | Added |
| Corient IA LLC | 200 | $276.7K | 0.20% | +200 | New |
| Crestwood Advisors Group LLC | 199 | $274.9K | 0.01% | +199 | New |
| TriaGen Wealth Management LLC | 198 | $273.9K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 196 | $271.1K | 0.00% | +16+8.9% | Added |
| Advisors Capital Management, LLC | 195 | $270.8K | 0.00% | +195 | New |
| Bayforest Capital Ltd | 195 | $269.7K | 0.12% | +66+51.2% | Added |
| First Nebraska Trust Co | 194 | $268.4K | 0.03% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 194 | $268.4K | 0.01% | +194 | New |
| KMG Fiduciary Partners, LLC | 193 | $267.3K | 0.02% | −2−1.0% | Reduced |
| Aaron Wealth Advisors | 193 | $267.0K | 0.03% | +21+12.2% | Added |
| PDS Planning, Inc | 192 | $265.6K | 0.02% | +19+11.0% | Added |
| NatWest Group plc | 191 | $264.2K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 191 | $263.2K | 0.01% | +191 | New |
| Quotient Wealth Partners, LLC | 190 | $262.4K | 0.01% | +190 | New |
| U.S. Capital Wealth Advisors, LLC | 189 | $261.6K | 0.01% | −86−31.3% | Reduced |
| Aprio Wealth Management, LLC | 189 | $261.4K | 0.03% | +1+0.5% | Added |
| Occidental Asset Management, LLC | 189 | $261.4K | 0.04% | +189 | New |
| Lindbrook Capital, LLC | 186 | $257.3K | 0.02% | −45−19.5% | Reduced |
| Tocqueville Asset Management L.P. | 186 | $257.3K | 0.00% | −39−17.3% | Reduced |
| Diversified Enterprises, LLC | 186 | $257.3K | 0.02% | +186 | New |
| FSM Wealth Advisors, LLC | 184 | $254.8K | 0.06% | +16+9.5% | Added |
| Legacy Financial Advisors, Inc. | 183 | $253.1K | 0.04% | +6+3.4% | Added |
| New Republic Capital, LLC | 183 | $253.1K | 0.11% | +8+4.6% | Added |
| Ellevest, Inc. | 182 | $251.8K | 0.02% | +11+6.4% | Added |
| Carnegie Capital Asset Management, LLC | 200 | $249.9K | 0.01% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 180 | $249.0K | 0.17% | −46−20.4% | Reduced |
| Rockland Trust Co | 180 | $249.0K | 0.01% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 180 | $248.0K | 0.09% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 179 | $247.6K | 0.00% | −6−3.2% | Reduced |
| Family Management Corp | 178 | $246.2K | 0.04% | +178 | New |
| Foundations Investment Advisors, LLC | 177 | $244.9K | 0.00% | +5+2.9% | Added |
| Welch & Forbes LLC | 177 | $244.8K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 177 | $244.8K | 0.03% | −31−14.9% | Reduced |
| E&G Advisors, LP | 175 | $242.1K | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 175 | $242.1K | 0.01% | +175 | New |
| Canvas Wealth Advisors, LLC | 185 | $242.0K | 0.06% | +2+1.1% | Added |
| Snowden Capital Advisors LLC | 174 | $240.7K | 0.01% | −38−17.9% | Reduced |
| Von Berge Wealth Management Group, LLC | 175 | $239.4K | 0.15% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 172 | $237.9K | 0.02% | +172 | New |
| VisionPoint Advisory Group, LLC | 171 | $236.5K | 0.08% | +8+4.9% | Added |
| Tower Wealth Partners, Inc. | 171 | $236.5K | 0.13% | +171 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 174 | $232.7K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 167 | $231.4K | 0.00% | 00.0% | Unchanged |
| David Loasby | 177 | $229.8K | 0.02% | +177 | New |
| DRW Securities, LLC | 166 | $229.6K | 0.02% | −199−54.5% | Reduced |
| Washington Trust Advisors, Inc. | 166 | $229.6K | 0.02% | −70−29.7% | Reduced |
| Simplicity Wealth,LLC | 165 | $228.0K | 0.02% | +165 | New |
| Isthmus Partners, LLC | 164 | $226.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 162 | $224.1K | 0.03% | +6+3.8% | Added |
| Optas, LLC | 162 | $224.1K | 0.04% | +162 | New |
| Sentry Investment Management LLC | 178 | $222.0K | 0.15% | −53−22.9% | Reduced |
| Wealthspire Advisors, LLC | 160 | $221.5K | 0.00% | −20−11.1% | Reduced |
| Moran Wealth Management, LLC | 160 | $221.3K | 0.01% | +160 | New |
| Mission Wealth Management, LP | 160 | $221.0K | 0.01% | −7−4.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 158 | $220.8K | 0.08% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 159 | $219.9K | 0.01% | +86+117.8% | Added |
| Cromwell Holdings LLC | 159 | $219.9K | 0.14% | 00.0% | Unchanged |
| Ewa, LLC | 158 | $219.1K | 0.08% | +158 | New |
| CSM Advisors, LLC | 159 | $219.0K | 0.01% | −57−26.4% | Reduced |
| Laidlaw Wealth Management LLC | 157 | $217.2K | 0.65% | +157 | New |
| Clune & Associates, Ltd. | 157 | $217.2K | 0.07% | +157 | New |
| Amussen Hunsaker Associates LLC | 156 | $215.8K | 0.03% | +156 | New |
| Stonebrook Private Inc. | 156 | $215.8K | 0.06% | +156 | New |
| CWA Asset Management Group, LLC | 154 | $213.0K | 0.01% | +154 | New |
| IHT Wealth Management, LLC | 154 | $213.0K | 0.01% | −9−5.5% | Reduced |
| Strategy Asset Managers LLC | 153 | $211.7K | 0.04% | −398−72.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 153 | $211.6K | 0.08% | −5−3.2% | Reduced |
| Cornerstone Wealth Group, LLC | 153 | $211.6K | 0.02% | +153 | New |
| Quarry LP | 152 | $210.3K | 0.05% | +14+10.1% | Added |
| Onefund, LLC | 152 | $210.3K | 0.21% | +152 | New |
| Longboard Asset Management, LP | 152 | $210.3K | 0.62% | +152 | New |
| V-Square Quantitative Management LLC | 151 | $208.9K | 0.03% | −23−13.2% | Reduced |
| Parcion Private Wealth LLC | 151 | $208.9K | 0.02% | +151 | New |
| Catalyst Financial Partners LLC | 151 | $208.9K | 0.04% | +151 | New |
| BLB&B Advisors, LLC | 150 | $207.5K | 0.01% | −30−16.7% | Reduced |
| Ronald Blue Trust, Inc. | 150 | $207.5K | 0.00% | +31+26.1% | Added |
| Evoke Wealth, LLC | 150 | $207.0K | 0.01% | +150 | New |
| Birch Financial Group, LLC | 149 | $205.8K | 0.18% | −20−11.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 148 | $204.7K | 0.00% | −140−48.6% | Reduced |
| Arkadios Wealth Advisors | 147 | $203.2K | 0.01% | +147 | New |