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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 2021

Institutional positions in TransDigm Group INC as of Jun 30, 2021. 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
614
+8 vs. Q1 2021
Shares held
53.6M
+720.1K (+1.4%) vs. Q1 2021
Total value
$34.6B
+$3.60B (+11.6%) vs. Q1 2021
New holders
67
215 more added
Sold out
59
203 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 614 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ2 2021: $34.6B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$31.1B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2021.

Institutions holding TDG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors6,502,181$4.21B0.96%+48,633+0.8%Added
Vanguard Group Inc5,503,856$3.56B0.09%+14,767+0.3%Added
BlackRock Inc.4,129,836$2.67B0.07%+91,111+2.3%Added
Principal Financial Group Inc2,980,427$1.93B1.25%−33,758−1.1%Reduced
State Street Corp2,204,072$1.43B0.08%−8,896−0.4%Reduced
Vulcan Value Partners, LLC1,973,114$1.28B6.93%−60,781−3.0%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management1,757,245$1.14B2.12%00.0%Unchanged
Stockbridge Partners LLC1,554,497$1.01B21.41%00.0%Unchanged
Altarock Partners LLC1,256,182$813.1M22.51%+303,619+31.9%Added
FMR LLC1,146,932$742.4M0.06%+33,171+3.0%Added
Matrix Capital Management Company, LP1,094,900$708.7M7.74%00.0%Unchanged
Berkshire Partners LLC1,021,471$661.2M47.71%00.0%Unchanged
Capital Research Global Investors968,131$626.7M0.15%+71,743+8.0%Added
Geode Capital Management, LLC916,875$591.8M0.08%+18,695+2.1%Added
Capital World Investors855,487$553.7M0.09%+6,127+0.7%Added
Windacre Partnership LLC793,256$513.5M11.35%−28,200−3.4%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital717,463$464.4M1.50%+717,463New
Meritage Group LP666,233$431.2M8.09%+4,444+0.7%Added
Alkeon Capital Management LLC618,044$400.1M1.42%−6,711−1.1%Reduced
Primecap Management Co611,194$395.6M0.27%−2,400−0.4%Reduced
Northern Trust Corp583,501$377.7M0.07%−14,975−2.5%Reduced
Abrams Capital Management, L.P.SuperinvestorAbrams Capital539,305$349.1M7.76%00.0%Unchanged
Norges Bank463,890$300.3M0.07%−1,130−0.2%Reduced
Third Point LLCSuperinvestorThird Point450,000$291.3M1.71%−35,000−7.2%Reduced
Deccan Value Investors L.P.435,742$282.1M11.12%+2000.0%Added
Invesco Ltd.374,143$242.2M0.06%+56,675+17.9%Added
Bank of New York Mellon Corp373,066$241.5M0.05%−553−0.1%Reduced
Fred Alger Management, LLC372,848$241.3M0.57%−57,378−13.3%Reduced
Westfield Capital Management Co LP359,660$232.8M1.39%−16,553−4.4%Reduced
DF Dent & Co Inc336,443$217.8M2.31%+750+0.2%Added
Legal & General Group Plc315,574$204.3M0.07%+13,428+4.4%Added
Parametric Portfolio Associates LLC288,859$187.0M0.10%+8,734+3.1%Added
Charles Schwab Investment Management Inc266,132$172.3M0.06%+6,440+2.5%Added
Yiheng Capital Management, L.P.261,700$169.4M6.82%00.0%Unchanged
Voya Investment Management LLC259,948$168.3M0.33%+235,111+946.6%Added
Nuveen Asset Management, LLC257,587$166.7M0.05%−11,121−4.1%Reduced
UBS Asset Management Americas Inc250,917$162.4M0.07%+35,412+16.4%Added
Atalan Capital Partners, LP237,000$153.4M9.32%+22,000+10.2%Added
Bank of America Corp236,079$152.8M0.02%+3,062+1.3%Added
Putnam Investments LLC226,563$146.7M0.23%+13,489+6.3%Added
Morgan Stanley224,775$145.5M0.02%+141,817+171.0%Added
Wells Fargo & Company216,454$140.1M0.03%−31,404−12.7%Reduced
Swiss National Bank211,861$137.1M0.08%+13,006+6.5%Added
XN Exponent Advisors LLC204,800$132.6M6.26%+43,000+26.6%Added
Spyglass Capital Management LLC185,382$120.0M2.67%+12,290+7.1%Added
Blair William & Co183,151$118.6M0.41%−1,814−1.0%Reduced
Cat Rock Capital Management LP183,027$118.5M10.00%−169,279−48.0%Reduced
Goldman Sachs Group Inc170,415$110.3M0.03%+54,166+46.6%Added
Advent International Corp164,756$106.6M5.11%+14,000+9.3%Added
APG Asset Management N.V.195,377$106.6M0.18%−12,312−5.9%Reduced
Dimensional Fund Advisors LP160,867$104.1M0.03%+381+0.2%Added
Manufacturers Life Insurance Company, The159,618$103.3M0.08%−7,409−4.4%Reduced
Price T Rowe Associates Inc157,405$101.9M0.01%+3,597+2.3%Added
Sumitomo Mitsui Trust Holdings, Inc.155,259$100.5M0.06%−8,750−5.3%Reduced
Deutsche Bank AG151,028$97.8M0.05%+3,846+2.6%Added
Sands Capital Management, LLC149,264$96.6M0.16%+16,729+12.6%Added
Artemis Investment Management LLP141,490$91.7M0.79%−16,591−10.5%Reduced
Franklin Resources Inc139,579$90.3M0.03%+16,435+13.3%Added
US Bancorp132,278$85.6M0.16%+2,391+1.8%Added
Palestra Capital Management LLC130,635$84.6M1.84%+130,635New
Triple Frond Partners LLC128,394$83.1M9.01%+14,120+12.4%Added
Bamco Inc125,000$80.9M0.19%00.0%Unchanged
Capital International Inc120,307$77.9M0.69%−9,406−7.3%Reduced
California Public Employees Retirement System115,705$74.9M0.06%−5,325−4.4%Reduced
Hound Partners, LLC113,497$73.5M3.67%−35,266−23.7%Reduced
Bristol John W & Co Inc111,521$72.2M1.33%−742−0.7%Reduced
Brown Brothers Harriman & Co103,926$67.3M0.40%−216−0.2%Reduced
EULAV Asset Management100,812$65.3M1.72%00.0%Unchanged
Mar Vista Investment Partners LLC98,871$64.0M1.58%−12,045−10.9%Reduced
California State Teachers Retirement System91,751$59.4M0.07%−5,139−5.3%Reduced
Select Equity Group, L.P.91,570$59.3M0.20%+87,728+2,283.4%Added
State of Tennessee, Treasury Department90,731$58.7M0.22%+13,598+17.6%Added
Rhumbline Advisers88,121$57.0M0.07%−2,691−3.0%Reduced
Capital Bank & Trust Co88,052$57.0M0.66%−947−1.1%Reduced
Janus Henderson Group PLC78,700$50.9M0.02%−214,478−73.2%Reduced
National Pension Service78,172$50.6M0.10%+421+0.5%Added
Barclays PLC75,595$48.9M0.04%+10,780+16.6%Added
East Coast Asset Management, LLC.72,880$47.2M10.98%+353+0.5%Added
Credit Suisse AG71,986$46.4M0.04%+16,572+29.9%Added
Alliancebernstein L.P.71,596$46.3M0.02%−1,853−2.5%Reduced
Artisan Partners Limited Partnership70,285$45.5M0.05%+30,822+78.1%Added
Clough Capital Partners L P70,116$45.4M2.54%+18,600+36.1%Added
Point72 Asset Management, L.P.70,112$45.4M0.23%−117,721−62.7%Reduced
State of Wisconsin Investment Board69,353$44.9M0.09%+2,661+4.0%Added
Partners Capital Investment Group, LLP68,586$44.4M1.98%−4,439−6.1%Reduced
Raymond James & Associates67,802$43.9M0.04%+5,477+8.8%Added
Ampfield Management, L.P.66,739$43.2M35.29%+19,777+42.1%Added
State Board of Administration of Florida Retirement System65,492$42.4M0.08%−1,170−1.8%Reduced
Heard Capital LLC64,986$42.1M9.58%+6,640+11.4%Added
Anabranch Capital Management, LP61,649$39.9M24.60%+1,921+3.2%Added
Royal Bank of Canada59,878$38.8M0.01%+2,672+4.7%Added
New York State Teachers Retirement System59,673$38.6M0.08%−3,688−5.8%Reduced
Adage Capital Partners GP, L.L.C.59,342$38.4M0.08%−107−0.2%Reduced
JPMorgan Chase & Co58,899$38.1M0.00%+23,830+68.0%Added
New York State Common Retirement Fund58,467$37.8M0.04%−2,083−3.4%Reduced
HSBC Holdings PLC58,351$37.7M0.04%−3,667−5.9%Reduced
Investidor Profissional Gestao de Recursos Ltda.57,993$37.5M9.52%+30,505+111.0%Added
Citigroup Inc57,322$37.1M0.03%−6,289−9.9%Reduced
Oakcliff Capital Partners, LP55,698$36.1M15.53%00.0%Unchanged
BNP Paribas Arbitrage, SA53,937$34.9M0.07%+1,844+3.5%Added