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 |
|---|---|---|---|---|---|
| Argent Capital Management LLC | 57,432 | $79.4M | 2.43% | −976−1.7% | Reduced |
| STRS Ohio | 58,177 | $80.5M | 0.34% | +2,856+5.2% | Added |
| Alliancebernstein L.P. | 58,883 | $81.5M | 0.03% | +218+0.4% | Added |
| Capital Group Private Client Services, Inc. | 59,402 | $82.2M | 0.80% | −2,469−4.0% | Reduced |
| American Century Companies Inc | 59,796 | $82.7M | 0.05% | −5,940−9.0% | Reduced |
| Employees Retirement System of Texas | 59,929 | $82.9M | 0.75% | −600−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 63,588 | $88.0M | 0.10% | +52,767+487.6% | Added |
| Schroder Investment Management Group | 65,715 | $90.9M | 0.09% | +2,590+4.1% | Added |
| New York State Common Retirement Fund | 67,272 | $93.1M | 0.14% | −3,087−4.4% | Reduced |
| Russell Investments Group, Ltd. | 68,641 | $94.9M | 0.13% | +1,778+2.7% | Added |
| Hudson Way Capital Management LLC | 68,777 | $95.1M | 9.43% | +12,312+21.8% | Added |
| Renaissance Technologies LLC | 70,000 | $96.8M | 0.15% | −3,700−5.0% | Reduced |
| CI Private Wealth, LLC | 70,339 | $97.3M | 0.16% | +26,884+61.9% | Added |
| The PNC Financial Services Group, Inc. | 71,401 | $98.8M | 0.05% | +3,842+5.7% | Added |
| Raymond James Financial Inc | 73,465 | $101.6M | 0.04% | −6,084−7.6% | Reduced |
| Envestnet Asset Management Inc | 73,609 | $101.8M | 0.03% | −1,021−1.4% | Reduced |
| Bank of Montreal | 76,155 | $105.3M | 0.06% | +18,202+31.4% | Added |
| State of Michigan Retirement System | 76,192 | $105.4M | 0.61% | −100−0.1% | Reduced |
| Citigroup Inc | 79,014 | $109.3M | 0.08% | +20,370+34.7% | Added |
| Douglas Lane & Associates, LLC | 82,624 | $114.3M | 1.68% | +757+0.9% | Added |
| Sands Capital Management, LLC | 85,886 | $118.8M | 0.40% | −519−0.6% | Reduced |
| Point72 Asset Management, L.P. | 86,382 | $119.5M | 0.34% | −46,144−34.8% | Reduced |
| California Public Employees Retirement System | 86,492 | $119.6M | 0.08% | −3,200−3.6% | Reduced |
| EULAV Asset Management | 88,257 | $122.1M | 3.02% | −16,800−16.0% | Reduced |
| California State Teachers Retirement System | 89,033 | $123.2M | 0.15% | −364−0.4% | Reduced |
| Marshall Wace, LLP | 89,172 | $123.4M | 0.16% | −8,686−8.9% | Reduced |
| Intermede Investment Partners Ltd | 89,854 | $124.3M | 3.91% | −7,352−7.6% | Reduced |
| Atalan Capital Partners, LP | 90,000 | $124.5M | 11.83% | −13,000−12.6% | Reduced |
| Bristol John W & Co Inc | 90,936 | $125.8M | 2.15% | −1,882−2.0% | Reduced |
| Voya Investment Management LLC | 91,992 | $127.3M | 0.14% | −38,108−29.3% | Reduced |
| Triple Frond Partners LLC | 92,144 | $127.5M | 17.23% | +12,390+15.5% | Added |
| US Bancorp | 99,262 | $137.3M | 0.18% | +1,525+1.6% | Added |
| HSBC Holdings PLC | 100,147 | $138.5M | 0.09% | +1,935+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,100 | $139.9M | 0.13% | +10,205+11.2% | Added |
| Douglass Winthrop Advisors, LLC | 101,714 | $140.7M | 2.68% | −555−0.5% | Reduced |
| Rhumbline Advisers | 101,857 | $140.9M | 0.13% | +2,539+2.6% | Added |
| BNP Paribas Arbitrage, SA | 104,065 | $144.0M | 0.11% | +5,369+5.4% | Added |
| Bamco Inc | 107,844 | $149.2M | 0.44% | 00.0% | Unchanged |
| Barclays PLC | 109,604 | $151.6M | 0.07% | −1,539−1.4% | Reduced |
| Skye Global Management LP | 110,000 | $152.2M | 4.04% | +5,000+4.8% | Added |
| Bain Capital Public Equity Management II, LLC | 114,141 | $157.9M | 12.49% | +114,141 | New |
| Holocene Advisors, LP | 119,653 | $165.5M | 0.49% | +64,406+116.6% | Added |
| Nuveen, LLC | 121,484 | $168.0M | 0.05% | +121,484 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 125,467 | $173.6M | 0.12% | +747+0.6% | Added |
| National Pension Service | 127,113 | $175.8M | 0.17% | +10,603+9.1% | Added |
| Royal Bank of Canada | 128,751 | $178.1M | 0.04% | −31,742−19.8% | Reduced |
| Dimensional Fund Advisors LP | 142,844 | $197.6M | 0.05% | −1,025−0.7% | Reduced |
| Neuberger Berman Group LLC | 144,169 | $199.4M | 0.17% | −7,076−4.7% | Reduced |
| Heard Capital LLC | 151,552 | $209.6M | 12.45% | −16,869−10.0% | Reduced |
| Deutsche Bank AG | 156,879 | $217.0M | 0.09% | −36,163−18.7% | Reduced |
| Swiss National Bank | 158,600 | $219.4M | 0.15% | +100+0.1% | Added |
| DF Dent & Co Inc | 167,967 | $232.3M | 3.10% | −7,243−4.1% | Reduced |
| Blair William & Co | 175,221 | $242.4M | 0.73% | −3,122−1.8% | Reduced |
| Brown Advisory Inc | 175,475 | $242.7M | 0.35% | −14,841−7.8% | Reduced |
| Franklin Resources Inc | 178,515 | $246.9M | 0.07% | +39,689+28.6% | Added |
| Wells Fargo & Company | 178,818 | $247.4M | 0.06% | +9,649+5.7% | Added |
| CIBC Private Wealth Group, LLC | 204,030 | $251.3M | 0.53% | +3,561+1.8% | Added |
| Ameriprise Financial Inc | 183,379 | $253.7M | 0.07% | −26,350−12.6% | Reduced |
| Canada Pension Plan Investment Board | 193,205 | $267.3M | 0.26% | +40,480+26.5% | Added |
| Darsana Capital Partners LP | 200,000 | $276.7M | 8.04% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 245,611 | $339.8M | 2.01% | −180−0.1% | Reduced |
| Vulcan Value Partners, LLC | 249,026 | $344.5M | 6.47% | +13,286+5.6% | Added |
| Goldman Sachs Group Inc | 273,924 | $378.9M | 0.07% | +67,347+32.6% | Added |
| Legal & General Group Plc | 298,491 | $412.9M | 0.11% | +4,746+1.6% | Added |
| Bank of New York Mellon Corp | 308,614 | $426.9M | 0.08% | +9,934+3.3% | Added |
| Westfield Capital Management Co LP | 316,162 | $437.3M | 2.13% | −46,056−12.7% | Reduced |
| UBS Group AG | 350,409 | $484.7M | 0.11% | +31,913+10.0% | Added |
| Bank of America Corp | 352,616 | $487.8M | 0.04% | +18,062+5.4% | Added |
| UBS Asset Management Americas Inc | 354,613 | $490.5M | 0.13% | +12,842+3.8% | Added |
| Charles Schwab Investment Management Inc | 363,731 | $503.1M | 0.09% | +13,478+3.8% | Added |
| Price T Rowe Associates Inc | 416,854 | $576.6M | 0.07% | −6,575−1.6% | Reduced |
| Invesco Ltd. | 465,844 | $644.4M | 0.12% | −35,878−7.2% | Reduced |
| Northern Trust Corp | 472,985 | $654.3M | 0.10% | −16,725−3.4% | Reduced |
| Primecap Management Co | 512,844 | $709.4M | 0.59% | −350−0.1% | Reduced |
| Stockbridge Partners LLC | 578,251 | $799.9M | 17.70% | −90,034−13.5% | Reduced |
| Edgewood Management LLC | 655,374 | $906.6M | 3.16% | +340,057+107.8% | Added |
| Windacre Partnership LLC | 722,000 | $998.7M | 14.97% | −31,997−4.2% | Reduced |
| Norges Bank | 772,592 | $1.07B | 0.15% | +4,527+0.6% | Added |
| Altarock Partners LLC | 979,950 | $1.36B | 27.26% | −20,654−2.1% | Reduced |
| Geode Capital Management, LLC | 1,196,450 | $1.65B | 0.13% | −96,832−7.5% | Reduced |
| Morgan Stanley | 1,416,974 | $1.96B | 0.14% | −18,883−1.3% | Reduced |
| Capital Research Global Investors | 1,844,406 | $2.55B | 0.55% | −66,722−3.5% | Reduced |
| FMR LLC | 1,913,325 | $2.65B | 0.17% | −12,270−0.6% | Reduced |
| JPMorgan Chase & Co | 1,989,659 | $2.75B | 0.21% | −214,990−9.8% | Reduced |
| Principal Financial Group Inc | 2,101,076 | $2.91B | 1.63% | −25,198−1.2% | Reduced |
| State Street Corp | 2,287,147 | $3.16B | 0.13% | −23,868−1.0% | Reduced |
| Capital World Investors | 3,929,539 | $5.44B | 0.88% | +137,612+3.6% | Added |
| BlackRock, Inc. | 4,184,480 | $5.79B | 0.12% | +98,620+2.4% | Added |
| Capital International Investors | 6,257,830 | $8.66B | 1.70% | −3490.0% | Reduced |
| Vanguard Group Inc | 6,359,924 | $8.80B | 0.16% | +89,121+1.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −61,506−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −8,256−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| Candelo Capital Management LP | 0 | $0 | 0.00% | −4,067−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |