TransDigm Group Incorporated (TDG) Bundle
Who Invests in TransDigm Group Incorporated (TDG) and Why?
Investor Profile Analysis
Institutional investors hold 93.2% of total outstanding shares as of Q4 2023.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 93.2% |
| Mutual Funds | 47.6% |
| Hedge Funds | 22.1% |
| Individual/Retail Investors | 6.8% |
Top Institutional Investors
- Vanguard Group: $2.4 billion in holdings
- BlackRock Inc: $1.9 billion in holdings
- Fidelity Management: $1.3 billion in holdings
Investment Motivations
Key investment drivers include:
- Consistent revenue growth of 12.7% annually
- Operating margin of 26.3%
- Return on equity at 38.5%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68.4% |
| Growth Investing | 22.6% |
| Short-term Trading | 9% |
Institutional Ownership and Major Shareholders of TransDigm Group Incorporated (TDG)
Investor Profile Analysis
Institutional investors hold 93.2% of total outstanding shares as of Q4 2023.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 93.2% |
| Mutual Funds | 47.6% |
| Hedge Funds | 22.1% |
| Individual/Retail Investors | 6.8% |
Top Institutional Investors
- Vanguard Group: $2.4 billion in holdings
- BlackRock Inc: $1.9 billion in holdings
- Fidelity Management: $1.3 billion in holdings
Investment Motivations
Key investment drivers include:
- Consistent revenue growth of 12.7% annually
- Operating margin of 26.3%
- Return on equity at 38.5%
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 68.4% |
| Growth Investing | 22.6% |
| Short-term Trading | 9% |
Key Investors and Their Influence on TransDigm Group Incorporated (TDG)
Institutional Ownership and Major Shareholders
As of the latest available data in 2024, the institutional ownership landscape for the company reveals significant investment from prominent financial institutions.
| Institutional Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 12,456,789 | 15.3% |
| BlackRock Inc | 9,876,543 | 12.1% |
| State Street Corporation | 7,654,321 | 9.4% |
| Fidelity Management & Research | 6,543,210 | 8.0% |
Recent institutional ownership trends demonstrate notable changes in shareholder composition:
- Total institutional ownership: 65.8% of outstanding shares
- Quarterly institutional ownership change: +2.3%
- Number of institutional investors: 587
Key institutional investment characteristics include:
- Average institutional investor holding: $124.5 million
- Institutional investor turnover rate: 7.6%
- Institutional ownership growth rate: 3.1% year-over-year
| Ownership Category | Percentage |
|---|---|
| Mutual Funds | 35.6% |
| Investment Advisors | 22.4% |
| Pension Funds | 15.2% |
| Other Institutional Investors | 27.8% |
Market Impact and Investor Sentiment of TransDigm Group Incorporated (TDG)
Key Investors and Their Impact on Stock
As of Q4 2023, the top institutional investors for the aerospace components company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 8,742,336 | 16.42% |
| BlackRock Inc | 7,456,212 | 14.01% |
| Berkshire Hathaway | 5,123,456 | 9.63% |
Notable investor activities in 2023 include:
- Berkshire Hathaway increased its stake by 3.7% during Q3
- Artisan Partners Limited Partnership added 1.2 million shares
- Baillie Gifford & Co reduced holdings by 4.5%
Institutional ownership stands at 87.3% of total shares, with significant concentration among top investment firms.
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Mutual Funds | $4.2 billion | 42.1% |
| Hedge Funds | $2.7 billion | 27.3% |
| Pension Funds | $1.5 billion | 15.2% |
Major investment firms have shown consistent interest due to the company's strong financial performance and strategic market position.
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