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, Q2 2026
Institutional positions in TransDigm Group INC as of Jun 30, 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
- 1,146
- +46 vs. Q1 2026
- Shares held
- 52.6M
- −303.3K (−0.6%) vs. Q1 2026
- Total value
- $70.0B
- +$8.73B (+14.3%) vs. Q1 2026
- New holders
- 141
- 449 more added
- Sold out
- 95
- 368 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $71.7B |
| Q3 2025 | 1,073 | $72.4B |
| Q2 2025 | 1,111 | $82.4B |
| Q1 2025 | 1,090 | $73.8B |
| Q4 2024 | 1,048 | $67.4B |
| Q3 2024 | 1,032 | $76.8B |
| Q2 2024 | 1,005 | $70.4B |
| Q1 2024 | 936 | $70.5B |
| Q4 2023 | 864 | $56.7B |
| Q3 2023 | 770 | $44.9B |
| Q2 2023 | 746 | $48.0B |
| Q1 2023 | 721 | $40.0B |
| Q4 2022 | 705 | $32.9B |
| Q3 2022 | 650 | $27.5B |
| Q2 2022 | 658 | $27.7B |
| Q1 2022 | 684 | $33.7B |
| Q4 2021 | 659 | $34.7B |
| Q3 2021 | 630 | $33.5B |
| Q2 2021 | 614 | $34.6B |
| Q1 2021 | 609 | $31.1B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 5,062,682 | $6.74B | 1.39% | −432,013−7.9% | Reduced |
| BlackRock, Inc. | 4,871,505 | $6.49B | 0.10% | +270,253+5.9% | Added |
| Capital World Investors | 4,274,109 | $5.69B | 0.67% | −392,382−8.4% | Reduced |
| Vanguard Capital Management LLC | 3,653,511 | $4.87B | 0.10% | −16,218−0.4% | Reduced |
| Capital Research Global Investors | 3,119,490 | $4.16B | 0.58% | −24,019−0.8% | Reduced |
| Vanguard Portfolio Management LLC | 2,580,994 | $3.44B | 0.15% | +7,907+0.3% | Added |
| State Street Corp | 2,559,096 | $3.41B | 0.10% | +42,490+1.7% | Added |
| Principal Financial Group Inc | 1,709,129 | $2.28B | 1.12% | −304,655−15.1% | Reduced |
| Geode Capital Management, LLC | 1,286,385 | $1.71B | 0.09% | +9,941+0.8% | Added |
| FMR LLC | 1,091,534 | $1.45B | 0.06% | −267,005−19.7% | Reduced |
| Soroban Capital Partners LP | 898,197 | $1.20B | 8.45% | +42,000+4.9% | Added |
| Altarock Partners LLC | 875,755 | $1.17B | 27.51% | −33,413−3.7% | Reduced |
| Morgan Stanley | 872,559 | $1.16B | 0.06% | −21,176−2.4% | Reduced |
| JPMorgan Chase & Co | 835,113 | $1.11B | 0.06% | −62,835−7.0% | Reduced |
| Norges Bank | 781,731 | $1.04B | 0.10% | +781,731 | New |
| Windacre Partnership LLC | 684,100 | $911.2M | 9.01% | +174,500+34.2% | Added |
| UBS Group AG | 606,686 | $808.1M | 0.13% | +97,018+19.0% | Added |
| Price T Rowe Associates Inc | 574,438 | $765.2M | 0.08% | −18,257−3.1% | Reduced |
| Invesco Ltd. | 479,551 | $638.8M | 0.05% | +44,960+10.3% | Added |
| Northern Trust Corp | 467,543 | $622.8M | 0.07% | +11,699+2.6% | Added |
| Charles Schwab Investment Management Inc | 442,904 | $590.0M | 0.08% | +32,710+8.0% | Added |
| Stockbridge Partners LLC | 434,281 | $578.5M | 12.17% | 00.0% | Unchanged |
| Primecap Management Co | 410,217 | $546.4M | 0.32% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 392,447 | $522.8M | 0.41% | +202,300+106.4% | Added |
| UBS Asset Management Americas Inc | 354,105 | $471.7M | 0.09% | −5,536−1.5% | Reduced |
| Select Equity Group, L.P. | 353,230 | $470.5M | 2.49% | +305,287+636.8% | Added |
| Goldman Sachs Group Inc | 349,906 | $466.1M | 0.05% | +67,789+24.0% | Added |
| Bank of New York Mellon Corp | 318,749 | $424.6M | 0.07% | −1,958−0.6% | Reduced |
| Vanguard Fiduciary Trust Co | 317,808 | $423.3M | 0.09% | −1,212−0.4% | Reduced |
| Bank of America Corp | 286,324 | $381.4M | 0.02% | −9,707−3.3% | Reduced |
| Edgewood Management LLC | 278,240 | $370.6M | 3.82% | −339,261−54.9% | Reduced |
| Legal & General Group Plc | 267,276 | $356.0M | 0.07% | −15,317−5.4% | Reduced |
| CIBC Bancorp USA Inc. | 233,167 | $310.6M | 0.38% | +31,690+15.7% | Added |
| Temasek Holdings (Private) Ltd | 203,419 | $271.0M | 0.74% | −15,466−7.1% | Reduced |
| Heard Capital LLC | 186,289 | $248.1M | 10.62% | +7,679+4.3% | Added |
| Wells Fargo & Company | 183,673 | $244.7M | 0.04% | +33,707+22.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 181,405 | $241.6M | 0.14% | +1,213+0.7% | Added |
| Deutsche Bank AG | 174,808 | $232.9M | 0.07% | −17,896−9.3% | Reduced |
| Dimensional Fund Advisors LP | 173,772 | $231.5M | 0.04% | +12,195+7.5% | Added |
| Vulcan Value Partners, LLC | 170,429 | $227.0M | 6.91% | −13,799−7.5% | Reduced |
| Nuveen, LLC | 167,347 | $222.9M | 0.05% | +27,738+19.9% | Added |
| Blair William & Co | 164,960 | $219.7M | 0.57% | −1,288−0.8% | Reduced |
| Swiss National Bank | 159,280 | $212.2M | 0.11% | −6,000−3.6% | Reduced |
| Canada Pension Plan Investment Board | 158,357 | $210.9M | 0.12% | −43,100−21.4% | Reduced |
| Alkeon Capital Management LLC | 149,078 | $198.6M | 0.77% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,880 | $193.0M | 0.11% | +13,562+10.3% | Added |
| Bank of Montreal | 142,184 | $189.4M | 0.07% | +22,595+18.9% | Added |
| Veritas Asset Management LLP | 137,969 | $183.8M | 3.31% | +3,995+3.0% | Added |
| National Pension Service | 135,233 | $180.1M | 0.12% | +4,924+3.8% | Added |
| Citigroup Inc | 129,926 | $173.1M | 0.08% | −14,247−9.9% | Reduced |
| Franklin Resources Inc | 122,664 | $163.4M | 0.04% | −20,846−14.5% | Reduced |
| Vanguard Global Advisers, LLC | 120,366 | $160.3M | 0.07% | −2,762−2.2% | Reduced |
| Skye Global Management LP | 120,000 | $159.8M | 3.11% | +2,000+1.7% | Added |
| DF Dent & Co Inc | 111,941 | $149.1M | 2.83% | −10,812−8.8% | Reduced |
| Bristol John W & Co Inc | 108,456 | $144.5M | 2.14% | −1,055−1.0% | Reduced |
| Vanguard Asset Management, Ltd | 106,903 | $142.4M | 0.10% | +12,148+12.8% | Added |
| Triple Frond Partners LLC | 106,544 | $141.9M | 12.67% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 105,396 | $140.4M | 0.03% | −38,486−26.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 105,306 | $140.3M | 2.42% | +2,503+2.4% | Added |
| Amundi | 102,747 | $136.9M | 0.03% | +8,134+8.6% | Added |
| California Public Employees Retirement System | 95,459 | $127.2M | 0.07% | +2,522+2.7% | Added |
| Citadel Advisors LLC | 95,123 | $126.7M | 0.07% | +4,849+5.4% | Added |
| King Luther Capital Management Corp | 94,221 | $125.5M | 0.51% | −14,155−13.1% | Reduced |
| Rhumbline Advisers | 92,555 | $123.3M | 0.09% | −5,331−5.4% | Reduced |
| HSBC Holdings PLC | 91,325 | $121.4M | 0.06% | +8,266+10.0% | Added |
| Sands Capital Management, LLC | 89,669 | $119.4M | 0.44% | −4,672−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 87,645 | $116.7M | 0.06% | +622+0.7% | Added |
| Atalan Capital Partners, LP | 87,530 | $116.6M | 7.15% | +3,030+3.6% | Added |
| BNP Paribas Arbitrage, SA | 86,048 | $114.6M | 0.06% | +4,674+5.7% | Added |
| California State Teachers Retirement System | 84,346 | $112.4M | 0.10% | −8,904−9.5% | Reduced |
| Douglas Lane & Associates, LLC | 83,069 | $110.7M | 1.50% | +926+1.1% | Added |
| Russell Investments Group, Ltd. | 82,776 | $110.3M | 0.10% | −1,262−1.5% | Reduced |
| US Bancorp | 79,707 | $106.2M | 0.12% | −13,586−14.6% | Reduced |
| Third Point LLCSuperinvestorThird Point | 79,000 | $105.2M | 2.26% | +54,000+216.0% | Added |
| Bamco Inc | 78,501 | $104.6M | 0.16% | −163−0.2% | Reduced |
| Raymond James Financial Inc | 78,373 | $104.4M | 0.03% | +192+0.2% | Added |
| Argent Capital Management LLC | 66,590 | $88.7M | 2.80% | −8,675−11.5% | Reduced |
| CI Private Wealth, LLC | 64,302 | $85.7M | 0.12% | −3,896−5.7% | Reduced |
| Barclays PLC | 64,282 | $85.6M | 0.03% | −43,077−40.1% | Reduced |
| Cat Rock Capital Management LP | 63,339 | $84.4M | 19.57% | +17,255+37.4% | Added |
| Envestnet Asset Management Inc | 61,513 | $81.9M | 0.02% | −4,999−7.5% | Reduced |
| New York State Common Retirement Fund | 59,988 | $79.9M | 0.10% | −3,000−4.8% | Reduced |
| Colony Group, LLC | 56,568 | $75.4M | 0.08% | +1,725+3.1% | Added |
| Chicago Capital, LLC | 53,084 | $70.7M | 1.70% | +107+0.2% | Added |
| Royal Bank of Canada | 53,052 | $70.7M | 0.01% | +3,387+6.8% | Added |
| Susquehanna Fundamental Investments, LLC | 50,812 | $67.7M | 1.27% | +6,959+15.9% | Added |
| Alliancebernstein L.P. | 58,222 | $67.5M | 0.02% | +2,373+4.2% | Added |
| Hudson Way Capital Management LLC | 50,410 | $67.1M | 5.99% | +1,043+2.1% | Added |
| Adage Capital Partners GP, L.L.C. | 49,894 | $66.5M | 0.09% | −700−1.4% | Reduced |
| Schroder Investment Management Group | 49,697 | $66.2M | 0.05% | +232+0.5% | Added |
| Holocene Advisors, LP | 49,202 | $65.5M | 0.15% | +25,108+104.2% | Added |
| Danske Bank A/S | 48,972 | $65.2M | 0.13% | −498−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 48,683 | $64.8M | 0.11% | −881−1.8% | Reduced |
| Aviva PLC | 47,791 | $63.7M | 0.09% | +952+2.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 47,672 | $63.5M | 0.16% | −20,660−30.2% | Reduced |
| Intermede Investment Partners Ltd | 49,681 | $62.0M | 2.61% | −11,643−19.0% | Reduced |
| Storebrand Asset Management AS | 46,523 | $62.0M | 0.15% | +2,749+6.3% | Added |
| Ycg, LLC | 46,242 | $61.6M | 5.42% | +16,066+53.2% | Added |
| Retirement Systems of Alabama | 45,966 | $61.2M | 0.18% | −242−0.5% | Reduced |
| Blacksheep Fund Management Ltd | 45,754 | $60.9M | 19.69% | 00.0% | Unchanged |