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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 15,020 | $20.8M | 0.11% | −319−2.1% | Reduced |
| Maestria Partners LLC | 15,318 | $21.2M | 8.95% | +15,318 | New |
| GW&K Investment Management, LLC | 15,509 | $21.5M | 0.20% | −3,495−18.4% | Reduced |
| Scopus Asset Management, L.P. | 15,750 | $21.8M | 0.79% | +3,807+31.9% | Added |
| Worldquant Millennium Advisors LLC | 15,811 | $21.9M | 0.14% | −40,678−72.0% | Reduced |
| Arizona State Retirement System | 16,502 | $22.8M | 0.15% | +371+2.3% | Added |
| Zimmer Partners, LP | 16,530 | $22.9M | 0.46% | −12,390−42.8% | Reduced |
| Nissay Asset Management Corp | 17,231 | $23.8M | 0.15% | +2,385+16.1% | Added |
| Archon Partners LLC | 17,300 | $23.9M | 2.90% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 17,378 | $24.0M | 0.14% | +1,342+8.4% | Added |
| Capital International Ltd | 17,461 | $24.2M | 1.05% | +1,249+7.7% | Added |
| Nisa Investment Advisors, LLC | 17,549 | $24.3M | 0.12% | +2,602+17.4% | Added |
| Mariner, LLC | 18,292 | $25.3M | 0.04% | +2,553+16.2% | Added |
| Comerica Bank | 18,442 | $25.5M | 0.11% | +595+3.3% | Added |
| Howland Capital Management LLC | 18,449 | $25.5M | 1.14% | +2,386+14.9% | Added |
| State of New Jersey Common Pension Fund D | 18,570 | $25.7M | 0.12% | −1,866−9.1% | Reduced |
| One Madison Group LLC | 19,000 | $26.3M | 3.44% | +3,000+18.8% | Added |
| Victory Capital Management Inc | 19,056 | $26.4M | 0.03% | −443−2.3% | Reduced |
| Gotham Asset Management, LLC | 19,169 | $26.5M | 0.22% | +1,351+7.6% | Added |
| Nomura Asset Management Co Ltd | 19,457 | $26.9M | 0.08% | +1,346+7.4% | Added |
| Toronto Dominion Bank | 19,702 | $27.3M | 0.07% | −7,625−27.9% | Reduced |
| Freestone Grove Partners LP | 19,794 | $27.4M | 0.28% | −15,955−44.6% | Reduced |
| Oakmont Corp | 19,974 | $27.6M | 5.45% | −112−0.6% | Reduced |
| DnB Asset Management AS | 19,983 | $27.6M | 0.13% | −4,640−18.8% | Reduced |
| State of Tennessee, Treasury Department | 20,073 | $27.8M | 0.11% | −3,387−14.4% | Reduced |
| TD Asset Management Inc | 20,083 | $27.8M | 0.03% | −39−0.2% | Reduced |
| Danske Bank A/S | 20,186 | $27.9M | 0.09% | +19,025+1,638.7% | Added |
| Mn Services Vermogensbeheer B.V. | 20,500 | $28.4M | 0.22% | −1,300−6.0% | Reduced |
| Oakcliff Capital Partners, LP | 21,293 | $29.5M | 15.52% | 00.0% | Unchanged |
| Anabranch Capital Management, LP | 21,419 | $29.6M | 19.17% | −1,254−5.5% | Reduced |
| Great West Life Assurance Co | 21,537 | $29.8M | 0.05% | +167+0.8% | Added |
| TCW Group Inc | 21,950 | $30.4M | 0.27% | +2,706+14.1% | Added |
| Public Employees Retirement System of Ohio | 22,392 | $31.0M | 0.11% | −739−3.2% | Reduced |
| LPL Financial LLC | 22,549 | $31.2M | 0.01% | +1,054+4.9% | Added |
| Baskin Financial Services Inc. | 22,638 | $31.3M | 2.55% | +280+1.3% | Added |
| Capital International Sarl | 22,860 | $31.6M | 0.72% | +3,437+17.7% | Added |
| Titan Global Capital Management USA LLC | 22,950 | $31.7M | 6.54% | +176+0.8% | Added |
| East Coast Asset Management, LLC. | 23,677 | $32.8M | 11.60% | −125−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,280 | $33.6M | 0.04% | +438+1.8% | Added |
| Treasurer of the State of North Carolina | 24,919 | $34.5M | 0.14% | +976+4.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 25,095 | $34.7M | 0.09% | −308−1.2% | Reduced |
| iA Global Asset Management Inc. | 26,175 | $36.2M | 0.62% | +3,924+17.6% | Added |
| Mill Capital Management, LLC | 26,185 | $36.2M | 2.90% | −34−0.1% | Reduced |
| Pictet Asset Management Holding SA | 26,474 | $36.6M | 0.04% | +900+3.5% | Added |
| Pennant Investors, LP | 26,571 | $36.8M | 11.06% | +7,200+37.2% | Added |
| SEI Investments Co | 26,964 | $37.3M | 0.05% | +1,694+6.7% | Added |
| BRX Global LP | 27,149 | $37.6M | 27.89% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,782 | $38.4M | 0.08% | +2,726+10.9% | Added |
| Cypress Funds LLC | 27,799 | $38.5M | 5.35% | +6,069+27.9% | Added |
| Natixis Advisors, L.P. | 27,855 | $38.5M | 0.07% | +2,142+8.3% | Added |
| J. Goldman & Co LP | 27,886 | $38.6M | 1.37% | −121−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 29,322 | $40.2M | 0.08% | −555−1.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 29,345 | $40.6M | 1.99% | −249−0.8% | Reduced |
| First Trust Advisors LP | 29,412 | $40.7M | 0.04% | −3,068−9.4% | Reduced |
| Cercano Management LLC | 29,419 | $40.7M | 1.20% | −1,370−4.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 29,472 | $40.8M | 0.13% | −180−0.6% | Reduced |
| Prudential Financial Inc | 29,864 | $41.3M | 0.06% | −46−0.2% | Reduced |
| Storebrand Asset Management AS | 30,249 | $41.8M | 0.14% | −757−2.4% | Reduced |
| Chilton Capital Management LLC | 30,433 | $42.1M | 1.82% | +768+2.6% | Added |
| Asset Management One Co.,Ltd. | 30,864 | $42.7M | 0.15% | +2,228+7.8% | Added |
| Royal London Asset Management Ltd | 30,994 | $42.9M | 0.10% | +2,365+8.3% | Added |
| Millennium Management LLC | 32,658 | $45.2M | 0.04% | −955−2.8% | Reduced |
| State of Wisconsin Investment Board | 32,902 | $45.5M | 0.12% | +1,328+4.2% | Added |
| Linonia Partnership LP | 33,159 | $45.9M | 1.80% | −15,000−31.1% | Reduced |
| Ensign Peak Advisors, Inc | 33,856 | $46.8M | 0.09% | +589+1.8% | Added |
| Ampfield Management, L.P. | 33,965 | $47.0M | 55.31% | −7,577−18.2% | Reduced |
| AQR Capital Management LLC | 34,015 | $47.1M | 0.05% | −241−0.7% | Reduced |
| Cookson Peirce & Co Inc | 34,552 | $47.8M | 2.40% | −652−1.9% | Reduced |
| Regions Financial Corp | 34,891 | $48.3M | 0.36% | +846+2.5% | Added |
| Korea Investment CORP | 34,959 | $48.4M | 0.12% | −2,098−5.7% | Reduced |
| KLP Kapitalforvaltning AS | 35,692 | $49.4M | 0.24% | +700+2.0% | Added |
| APG Asset Management N.V. | 39,003 | $49.9M | 0.15% | −3,461−8.2% | Reduced |
| Ossiam | 36,853 | $51.0M | 0.71% | +35,815+3,450.4% | Added |
| Manufacturers Life Insurance Company, The | 38,089 | $52.7M | 0.05% | −184−0.5% | Reduced |
| Meritage Group LP | 38,290 | $53.0M | 1.46% | −56,188−59.5% | Reduced |
| Standard Life Aberdeen plc | 38,694 | $53.3M | 0.10% | +19,561+102.2% | Added |
| Capital International Inc | 38,555 | $53.3M | 0.65% | −1,833−4.5% | Reduced |
| Colony Group, LLC | 38,795 | $53.7M | 0.13% | +7,452+23.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,871 | $53.8M | 0.15% | +195+0.5% | Added |
| Advent International Corp | 39,529 | $54.7M | 1.73% | −6,395−13.9% | Reduced |
| Crow's Nest Holdings LP | 40,500 | $56.0M | 13.86% | −3,500−8.0% | Reduced |
| National Bank of Canada | 41,669 | $57.6M | 0.07% | +12,695+43.8% | Added |
| Bank of Nova Scotia | 41,859 | $57.9M | 0.13% | +27,360+188.7% | Added |
| Qube Research & Technologies Ltd | 42,412 | $58.7M | 0.09% | −41,570−49.5% | Reduced |
| Amundi | 44,371 | $60.5M | 0.02% | +20,354+84.7% | Added |
| New York State Teachers Retirement System | 44,582 | $61.7M | 0.14% | −2,506−5.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 44,816 | $62.0M | 0.11% | +44,816 | New |
| Ci Investments Inc. | 45,973 | $63.6M | 0.27% | −3,587−7.2% | Reduced |
| Federated Hermes, Inc. | 46,833 | $64.8M | 0.14% | +4,763+11.3% | Added |
| Retirement Systems of Alabama | 46,875 | $64.8M | 0.25% | −520−1.1% | Reduced |
| Massachusetts Financial Services Co | 48,367 | $66.9M | 0.02% | −27,209−36.0% | Reduced |
| Fred Alger Management, LLC | 49,837 | $68.9M | 0.39% | −58,954−54.2% | Reduced |
| Artisan Partners Limited Partnership | 50,112 | $69.3M | 0.11% | +45,714+1,039.4% | Added |
| Mar Vista Investment Partners LLC | 50,392 | $69.7M | 5.73% | −8,627−14.6% | Reduced |
| Stifel Financial Corp | 51,547 | $71.3M | 0.08% | −506−1.0% | Reduced |
| Chicago Capital, LLC | 51,945 | $71.9M | 2.03% | +205+0.4% | Added |
| State Board of Administration of Florida Retirement System | 54,591 | $75.5M | 0.15% | +300+0.6% | Added |
| Lord, Abbett & Co. LLC | 55,462 | $76.7M | 0.27% | −13,479−19.6% | Reduced |
| King Luther Capital Management Corp | 56,208 | $77.8M | 0.36% | +11,759+26.5% | Added |
| Voloridge Investment Management, LLC | 56,929 | $78.7M | 0.29% | −3,128−5.2% | Reduced |