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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
Geode Capital Management, LLC916,875$591.8M0.08%+18,695+2.1%Added
Capital Research Global Investors968,131$626.7M0.15%+71,743+8.0%Added
Berkshire Partners LLC1,021,471$661.2M47.71%00.0%Unchanged
Matrix Capital Management Company, LP1,094,900$708.7M7.74%00.0%Unchanged
FMR LLC1,146,932$742.4M0.06%+33,171+3.0%Added
Altarock Partners LLC1,256,182$813.1M22.51%+303,619+31.9%Added
Stockbridge Partners LLC1,554,497$1.01B21.41%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management1,757,245$1.14B2.12%00.0%Unchanged
Vulcan Value Partners, LLC1,973,114$1.28B6.93%−60,781−3.0%Reduced
State Street Corp2,204,072$1.43B0.08%−8,896−0.4%Reduced
Principal Financial Group Inc2,980,427$1.93B1.25%−33,758−1.1%Reduced
BlackRock Inc.4,129,836$2.67B0.07%+91,111+2.3%Added
Vanguard Group Inc5,503,856$3.56B0.09%+14,767+0.3%Added
Capital International Investors6,502,181$4.21B0.96%+48,633+0.8%Added
AustralianSuper Pty Ltd0$00.00%−376,223−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−122,674−100.0%Sold out
Laurion Capital Management LP0$00.00%−19,206−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−18,798−100.0%Sold out
Allen Investment Management LLC0$00.00%−15,492−100.0%Sold out
Q Global Advisors, LLC0$00.00%−15,412−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−13,848−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−13,328−100.0%Sold out
Maven Securities LTD0$00.00%−11,090−100.0%Sold out
Alight Capital Management LP0$00.00%−10,100−100.0%Sold out
Duality Advisers, LP0$00.00%−9,422−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−8,661−100.0%Sold out
Natixis0$00.00%−6,657−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−6,423−100.0%Sold out
Trexquant Investment LP0$00.00%−3,921−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−3,200−100.0%Sold out
Engineers Gate Manager LP0$00.00%−2,550−100.0%Sold out
Twinbeech Capital LP0$00.00%−2,550−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−2,364−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−2,186−100.0%Sold out
Virtu Financial LLC0$00.00%−2,013−100.0%Sold out
Sciencast Management LP0$00.00%−1,681−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,739−100.0%Sold out
Empowered Funds, LLC0$00.00%−1,575−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−1,600−100.0%Sold out
Marshall Wace, LLP0$00.00%−1,566−100.0%Sold out
Alerus Financial NA0$00.00%−1,540−100.0%Sold out
AQR Capital Management LLC0$00.00%−897−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−749−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−700−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−690−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−660−100.0%Sold out
Athanor Capital, LP0$00.00%−637−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−629−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−613−100.0%Sold out
Walleye Capital LLC0$00.00%−605−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−580−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−548−100.0%Sold out
Renasant Bank0$00.00%−531−100.0%Sold out
Verition Fund Management LLC0$00.00%−517−100.0%Sold out
AE Wealth Management LLC0$00.00%−517−100.0%Sold out
Two Sigma Investments, LP0$00.00%−516−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−462−100.0%Sold out
Lazard Asset Management LLC0$00.00%−347−100.0%Sold out
Sowell Financial Services LLC0$00.00%−156−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−139−100.0%Sold out
RMR Wealth Builders0$00.00%−99−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−50−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−36−100.0%Sold out
Sun Life Financial INC0$00.00%−32−100.0%Sold out
Brand Asset Management Group, Inc.0$00.00%−30−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−26−100.0%Sold out
Allworth Financial LP0$00.00%−23−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−17−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−17−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−15−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−12−100.0%Sold out
Reilly Financial Advisors, LLC0$00.00%−10−100.0%Sold out
WealthShield Partners, LLC0$00.00%−9−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Bokf, NA––––Not filed
CSat Investment Advisory, L.P.––––Not filed