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 2025
Institutional positions in TransDigm Group INC as of Mar 31, 2025. 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
- 1,090
- +53 vs. Q4 2024
- Shares held
- 53.3M
- +192.6K (+0.4%) vs. Q4 2024
- Total value
- $73.7B
- +$6.49B (+9.6%) vs. Q4 2024
- New holders
- 146
- 401 more added
- Sold out
- 93
- 373 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,359,924 | $8.80B | 0.16% | +89,121+1.4% | Added |
| Capital International Investors | 6,257,830 | $8.66B | 1.70% | −3490.0% | Reduced |
| BlackRock, Inc. | 4,184,480 | $5.79B | 0.12% | +98,620+2.4% | Added |
| Capital World Investors | 3,929,539 | $5.44B | 0.88% | +137,612+3.6% | Added |
| State Street Corp | 2,287,147 | $3.16B | 0.13% | −23,868−1.0% | Reduced |
| Principal Financial Group Inc | 2,101,076 | $2.91B | 1.63% | −25,198−1.2% | Reduced |
| JPMorgan Chase & Co | 1,989,659 | $2.75B | 0.21% | −214,990−9.8% | Reduced |
| FMR LLC | 1,913,325 | $2.65B | 0.17% | −12,270−0.6% | Reduced |
| Capital Research Global Investors | 1,844,406 | $2.55B | 0.55% | −66,722−3.5% | Reduced |
| Morgan Stanley | 1,416,974 | $1.96B | 0.14% | −18,883−1.3% | Reduced |
| Geode Capital Management, LLC | 1,196,450 | $1.65B | 0.13% | −96,832−7.5% | Reduced |
| Altarock Partners LLC | 979,950 | $1.36B | 27.26% | −20,654−2.1% | Reduced |
| Norges Bank | 772,592 | $1.07B | 0.15% | +4,527+0.6% | Added |
| Windacre Partnership LLC | 722,000 | $998.7M | 14.97% | −31,997−4.2% | Reduced |
| Edgewood Management LLC | 655,374 | $906.6M | 3.16% | +340,057+107.8% | Added |
| Stockbridge Partners LLC | 578,251 | $799.9M | 17.70% | −90,034−13.5% | Reduced |
| Primecap Management Co | 512,844 | $709.4M | 0.59% | −350−0.1% | Reduced |
| Northern Trust Corp | 472,985 | $654.3M | 0.10% | −16,725−3.4% | Reduced |
| Invesco Ltd. | 465,844 | $644.4M | 0.12% | −35,878−7.2% | Reduced |
| Price T Rowe Associates Inc | 416,854 | $576.6M | 0.07% | −6,575−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 363,731 | $503.1M | 0.09% | +13,478+3.8% | Added |
| UBS Asset Management Americas Inc | 354,613 | $490.5M | 0.13% | +12,842+3.8% | Added |
| Bank of America Corp | 352,616 | $487.8M | 0.04% | +18,062+5.4% | Added |
| UBS Group AG | 350,409 | $484.7M | 0.11% | +31,913+10.0% | Added |
| Westfield Capital Management Co LP | 316,162 | $437.3M | 2.13% | −46,056−12.7% | Reduced |
| Bank of New York Mellon Corp | 308,614 | $426.9M | 0.08% | +9,934+3.3% | Added |
| Legal & General Group Plc | 298,491 | $412.9M | 0.11% | +4,746+1.6% | Added |
| Goldman Sachs Group Inc | 273,924 | $378.9M | 0.07% | +67,347+32.6% | Added |
| Vulcan Value Partners, LLC | 249,026 | $344.5M | 6.47% | +13,286+5.6% | Added |
| Alkeon Capital Management LLC | 245,611 | $339.8M | 2.01% | −180−0.1% | Reduced |
| Darsana Capital Partners LP | 200,000 | $276.7M | 8.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 193,205 | $267.3M | 0.26% | +40,480+26.5% | Added |
| Ameriprise Financial Inc | 183,379 | $253.7M | 0.07% | −26,350−12.6% | Reduced |
| CIBC Private Wealth Group, LLC | 204,030 | $251.3M | 0.53% | +3,561+1.8% | Added |
| Wells Fargo & Company | 178,818 | $247.4M | 0.06% | +9,649+5.7% | Added |
| Franklin Resources Inc | 178,515 | $246.9M | 0.07% | +39,689+28.6% | Added |
| Brown Advisory Inc | 175,475 | $242.7M | 0.35% | −14,841−7.8% | Reduced |
| Blair William & Co | 175,221 | $242.4M | 0.73% | −3,122−1.8% | Reduced |
| DF Dent & Co Inc | 167,967 | $232.3M | 3.10% | −7,243−4.1% | Reduced |
| Swiss National Bank | 158,600 | $219.4M | 0.15% | +100+0.1% | Added |
| Deutsche Bank AG | 156,879 | $217.0M | 0.09% | −36,163−18.7% | Reduced |
| Heard Capital LLC | 151,552 | $209.6M | 12.45% | −16,869−10.0% | Reduced |
| Neuberger Berman Group LLC | 144,169 | $199.4M | 0.17% | −7,076−4.7% | Reduced |
| Dimensional Fund Advisors LP | 142,844 | $197.6M | 0.05% | −1,025−0.7% | Reduced |
| Royal Bank of Canada | 128,751 | $178.1M | 0.04% | −31,742−19.8% | Reduced |
| National Pension Service | 127,113 | $175.8M | 0.17% | +10,603+9.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 125,467 | $173.6M | 0.12% | +747+0.6% | Added |
| Nuveen, LLC | 121,484 | $168.0M | 0.05% | +121,484 | New |
| Holocene Advisors, LP | 119,653 | $165.5M | 0.49% | +64,406+116.6% | Added |
| Bain Capital Public Equity Management II, LLC | 114,141 | $157.9M | 12.49% | +114,141 | New |
| Skye Global Management LP | 110,000 | $152.2M | 4.04% | +5,000+4.8% | Added |
| Barclays PLC | 109,604 | $151.6M | 0.07% | −1,539−1.4% | Reduced |
| Bamco Inc | 107,844 | $149.2M | 0.44% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 104,065 | $144.0M | 0.11% | +5,369+5.4% | Added |
| Rhumbline Advisers | 101,857 | $140.9M | 0.13% | +2,539+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 101,714 | $140.7M | 2.68% | −555−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,100 | $139.9M | 0.13% | +10,205+11.2% | Added |
| HSBC Holdings PLC | 100,147 | $138.5M | 0.09% | +1,935+2.0% | Added |
| US Bancorp | 99,262 | $137.3M | 0.18% | +1,525+1.6% | Added |
| Triple Frond Partners LLC | 92,144 | $127.5M | 17.23% | +12,390+15.5% | Added |
| Voya Investment Management LLC | 91,992 | $127.3M | 0.14% | −38,108−29.3% | Reduced |
| Bristol John W & Co Inc | 90,936 | $125.8M | 2.15% | −1,882−2.0% | Reduced |
| Atalan Capital Partners, LP | 90,000 | $124.5M | 11.83% | −13,000−12.6% | Reduced |
| Intermede Investment Partners Ltd | 89,854 | $124.3M | 3.91% | −7,352−7.6% | Reduced |
| Marshall Wace, LLP | 89,172 | $123.4M | 0.16% | −8,686−8.9% | Reduced |
| California State Teachers Retirement System | 89,033 | $123.2M | 0.15% | −364−0.4% | Reduced |
| EULAV Asset Management | 88,257 | $122.1M | 3.02% | −16,800−16.0% | Reduced |
| California Public Employees Retirement System | 86,492 | $119.6M | 0.08% | −3,200−3.6% | Reduced |
| Point72 Asset Management, L.P. | 86,382 | $119.5M | 0.34% | −46,144−34.8% | Reduced |
| Sands Capital Management, LLC | 85,886 | $118.8M | 0.40% | −519−0.6% | Reduced |
| Douglas Lane & Associates, LLC | 82,624 | $114.3M | 1.68% | +757+0.9% | Added |
| Citigroup Inc | 79,014 | $109.3M | 0.08% | +20,370+34.7% | Added |
| State of Michigan Retirement System | 76,192 | $105.4M | 0.61% | −100−0.1% | Reduced |
| Bank of Montreal | 76,155 | $105.3M | 0.06% | +18,202+31.4% | Added |
| Envestnet Asset Management Inc | 73,609 | $101.8M | 0.03% | −1,021−1.4% | Reduced |
| Raymond James Financial Inc | 73,465 | $101.6M | 0.04% | −6,084−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 71,401 | $98.8M | 0.05% | +3,842+5.7% | Added |
| CI Private Wealth, LLC | 70,339 | $97.3M | 0.16% | +26,884+61.9% | Added |
| Renaissance Technologies LLC | 70,000 | $96.8M | 0.15% | −3,700−5.0% | Reduced |
| Hudson Way Capital Management LLC | 68,777 | $95.1M | 9.43% | +12,312+21.8% | Added |
| Russell Investments Group, Ltd. | 68,641 | $94.9M | 0.13% | +1,778+2.7% | Added |
| New York State Common Retirement Fund | 67,272 | $93.1M | 0.14% | −3,087−4.4% | Reduced |
| Schroder Investment Management Group | 65,715 | $90.9M | 0.09% | +2,590+4.1% | Added |
| D. E. Shaw & Co., Inc. | 63,588 | $88.0M | 0.10% | +52,767+487.6% | Added |
| Employees Retirement System of Texas | 59,929 | $82.9M | 0.75% | −600−1.0% | Reduced |
| American Century Companies Inc | 59,796 | $82.7M | 0.05% | −5,940−9.0% | Reduced |
| Capital Group Private Client Services, Inc. | 59,402 | $82.2M | 0.80% | −2,469−4.0% | Reduced |
| Alliancebernstein L.P. | 58,883 | $81.5M | 0.03% | +218+0.4% | Added |
| STRS Ohio | 58,177 | $80.5M | 0.34% | +2,856+5.2% | Added |
| Argent Capital Management LLC | 57,432 | $79.4M | 2.43% | −976−1.7% | Reduced |
| Voloridge Investment Management, LLC | 56,929 | $78.7M | 0.29% | −3,128−5.2% | Reduced |
| King Luther Capital Management Corp | 56,208 | $77.8M | 0.36% | +11,759+26.5% | Added |
| Lord, Abbett & Co. LLC | 55,462 | $76.7M | 0.27% | −13,479−19.6% | Reduced |
| State Board of Administration of Florida Retirement System | 54,591 | $75.5M | 0.15% | +300+0.6% | Added |
| Chicago Capital, LLC | 51,945 | $71.9M | 2.03% | +205+0.4% | Added |
| Stifel Financial Corp | 51,547 | $71.3M | 0.08% | −506−1.0% | Reduced |
| Mar Vista Investment Partners LLC | 50,392 | $69.7M | 5.73% | −8,627−14.6% | Reduced |
| Artisan Partners Limited Partnership | 50,112 | $69.3M | 0.11% | +45,714+1,039.4% | Added |
| Fred Alger Management, LLC | 49,837 | $68.9M | 0.39% | −58,954−54.2% | Reduced |
| Massachusetts Financial Services Co | 48,367 | $66.9M | 0.02% | −27,209−36.0% | Reduced |