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 2026
Institutional positions in TransDigm Group INC as of Mar 31, 2026. 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
- 1,112
- −7 vs. Q4 2025
- Shares held
- 52.9M
- +6.91M (+15.0%) vs. Q4 2025
- Total value
- $61.3B
- +$142.0M (+0.2%) vs. Q4 2025
- New holders
- 120
- 398 more added
- Sold out
- 127
- 412 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 249 | $288.6K | 0.04% | +10+4.2% | Added |
| PEAK6 LLC | 249 | $288.6K | 0.01% | +1+0.4% | Added |
| Burling Wealth Partners, LLC | 248 | $287.4K | 0.05% | −77−23.7% | Reduced |
| Simplicity Wealth,LLC | 248 | $287.4K | 0.02% | −49−16.5% | Reduced |
| Plancorp, LLC | 236 | $284.9K | 0.01% | +16+7.3% | Added |
| Integrity Wealth Solutions LLC | 245 | $283.9K | 0.11% | −4−1.6% | Reduced |
| GeoWealth Management, LLC | 243 | $282.2K | 0.01% | +9+3.8% | Added |
| Family Management Corp | 241 | $279.3K | 0.03% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 239 | $277.0K | 0.21% | +20+9.1% | Added |
| Clark Capital Management Group, Inc. | 238 | $276.2K | 0.00% | −4−1.7% | Reduced |
| HighPoint Advisor Group LLC | 238 | $275.8K | 0.01% | −529−69.0% | Reduced |
| 1776 Wealth LLC | 238 | $275.8K | 0.11% | 00.0% | Unchanged |
| Private Trust Co NA | 237 | $274.7K | 0.02% | +8+3.5% | Added |
| Oarsman Capital, Inc. | 236 | $273.5K | 0.03% | −8−3.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 236 | $273.5K | 0.02% | +14+6.3% | Added |
| TenCore Partners, LP | 236 | $273.5K | 0.21% | +30+14.6% | Added |
| Fielder Capital Group LLC | 235 | $272.4K | 0.06% | −6−2.5% | Reduced |
| Berbice Capital Management LLC | 235 | $272.4K | 0.18% | +10+4.4% | Added |
| AlphaCore Capital LLC | 235 | $272.4K | 0.01% | +32+15.8% | Added |
| Conning Inc. | 232 | $268.9K | 0.01% | −75−24.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 230 | $266.6K | 0.02% | +2+0.9% | Added |
| Foundations Investment Advisors, LLC | 227 | $263.2K | 0.00% | −2−0.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 225 | $260.8K | 0.02% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 225 | $260.8K | 0.10% | 00.0% | Unchanged |
| Headlands Technologies LLC | 224 | $259.6K | 0.03% | +224 | New |
| Sigma Planning Corp | 223 | $258.7K | 0.01% | +64+40.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 223 | $258.4K | 0.03% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 222 | $257.5K | 0.02% | +222 | New |
| Alta Advisers Ltd | 221 | $256.1K | 0.09% | 00.0% | Unchanged |
| IFC Advisors LLC | 220 | $255.0K | 0.04% | −45−17.0% | Reduced |
| Pinnacle Bancorp, Inc. | 219 | $253.8K | 0.07% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 217 | $251.5K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 216 | $250.3K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 214 | $247.7K | 0.01% | +3+1.4% | Added |
| E Fund Management Co., Ltd. | 213 | $246.9K | 0.01% | +213 | New |
| FFT Wealth Management LLC | 212 | $245.7K | 0.04% | +212 | New |
| Portside Wealth Group, LLC | 212 | $245.7K | 0.03% | +212 | New |
| Spire Wealth Management | 212 | $245.4K | 0.01% | −330−60.9% | Reduced |
| Valeo Financial Advisors, LLC | 212 | $245.3K | 0.01% | −85−28.6% | Reduced |
| Pure Financial Advisors, Inc. | 210 | $243.5K | 0.00% | −1−0.5% | Reduced |
| Purkiss Capital Advisors LLC | 210 | $243.4K | 0.11% | −70−25.0% | Reduced |
| SBI Securities Co., Ltd. | 209 | $242.2K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 208 | $241.1K | 0.04% | +24+13.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 208 | $241.1K | 0.00% | −3,994−95.0% | Reduced |
| Bryn Mawr Trust Co | 208 | $241.1K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 208 | $241.1K | 0.04% | +15+7.8% | Added |
| TCG Advisory Services, LLC | 208 | $240.9K | 0.01% | −105−33.5% | Reduced |
| CM Wealth Advisors LLC | 206 | $238.7K | 0.05% | −92−30.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 206 | $238.7K | 0.01% | −6−2.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 205 | $237.6K | 0.01% | −3−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 204 | $236.4K | 0.01% | −84−29.2% | Reduced |
| Invst, LLC | 204 | $236.4K | 0.03% | +47+29.9% | Added |
| V-Square Quantitative Management LLC | 202 | $234.1K | 0.02% | −6−2.9% | Reduced |
| Delta Global Management LP | 201 | $233.0K | 0.02% | −341−62.9% | Reduced |
| Capital Investment Management, Inc. | 201 | $232.4K | 0.08% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 200 | $231.8K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 200 | $231.8K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 200 | $231.5K | 0.01% | +1+0.5% | Added |
| Howard Capital Management Inc. | 198 | $229.5K | 0.00% | −188−48.7% | Reduced |
| PDS Planning, Inc | 195 | $226.0K | 0.01% | −28−12.6% | Reduced |
| Defiance ETFs, LLC | 195 | $226.0K | 0.00% | +195 | New |
| First Nebraska Trust Co | 194 | $224.8K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 194 | $224.3K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 192 | $222.5K | 0.05% | −3,757−95.1% | Reduced |
| Isthmus Partners, LLC | 187 | $216.7K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 187 | $216.7K | 0.01% | 00.0% | Unchanged |
| Marble Wealth, LLC | 186 | $215.7K | 0.04% | −85−31.4% | Reduced |
| IHT Wealth Management, LLC | 186 | $215.6K | 0.01% | +4+2.2% | Added |
| Massmutual Trust Co FSB | 185 | $214.4K | 0.01% | −29−13.6% | Reduced |
| Canvas Wealth Advisors, LLC | 185 | $214.4K | 0.04% | −3−1.6% | Reduced |
| Patton Fund Management, Inc. | 185 | $214.4K | 0.04% | +18+10.8% | Added |
| HBK Sorce Advisory LLC | 176 | $213.3K | 0.00% | −63−26.4% | Reduced |
| LGT Group Foundation | 184 | $213.2K | 0.00% | +184 | New |
| First Bank & Trust | 181 | $209.8K | 0.03% | −542−75.0% | Reduced |
| Proficio Capital Partners LLC | 180 | $209.0K | 0.01% | −1−0.6% | Reduced |
| Corient IA LLC | 180 | $208.6K | 0.20% | −20−10.0% | Reduced |
| Qtron Investments LLC | 179 | $207.5K | 0.03% | −273−60.4% | Reduced |
| SmartHarvest Portfolios, LLC | 178 | $206.3K | 0.09% | −33−15.6% | Reduced |
| Perpetual Ltd | 178 | $206.3K | 0.00% | +178 | New |
| Snowden Capital Advisors LLC | 176 | $204.0K | 0.01% | +176 | New |
| Catalyst Financial Partners LLC | 173 | $200.5K | 0.02% | +3+1.8% | Added |
| TD Private Client Wealth LLC | 169 | $195.9K | 0.00% | −155−47.8% | Reduced |
| Larson Financial Group LLC | 169 | $195.5K | 0.01% | +3+1.8% | Added |
| Capula Management Ltd | 166 | $192.4K | 0.00% | +166 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 163 | $188.9K | 0.46% | −11−6.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 162 | $188.1K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 159 | $184.3K | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 156 | $180.8K | 0.01% | −32−17.0% | Reduced |
| Onefund, LLC | 154 | $180.6K | 0.12% | −8−4.9% | Reduced |
| Parkside Financial Bank & Trust | 153 | $177.3K | 0.01% | −25−14.0% | Reduced |
| Root Financial Partners, LLC | 150 | $173.8K | 0.01% | −5−3.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 148 | $171.5K | 0.00% | −25−14.5% | Reduced |
| CX Institutional | 145 | $168.0K | 0.01% | −68−31.9% | Reduced |
| Community Financial Services Group, LLC | 142 | $166.6K | 0.03% | +142 | New |
| HM Payson & Co | 143 | $165.7K | 0.00% | −1−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 138 | $160.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 135 | $156.7K | 0.01% | −1−0.7% | Reduced |
| Barrett & Company, Inc. | 134 | $154.9K | 0.05% | −66−33.0% | Reduced |
| First Horizon Corp | 131 | $151.8K | 0.01% | −1−0.8% | Reduced |
| NBC Securities, Inc. | 120 | $139.5K | 0.01% | −34−22.1% | Reduced |