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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, 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.

Institutional holdersQ1 2025: 1,090 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 heldQ1 2025: $73.7B
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, Q1 2025

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2024.

Institutions holding TDG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Equitable Trust Co5,887$8.14M0.45%+450+8.3%Added
Mackenzie Financial Corp5,894$8.15M0.01%−7,033−54.4%Reduced
M&T Bank Corp5,958$8.24M0.03%−873−12.8%Reduced
Legal Advantage Investments, Inc.6,027$8.34M4.50%−20−0.3%Reduced
Sanctuary Advisors, LLC6,067$8.39M0.06%−875−12.6%Reduced
Susquehanna Fundamental Investments, LLC6,078$8.41M0.14%+6,078New
Sequoia Financial Advisors, LLC6,086$8.42M0.07%−432−6.6%Reduced
Pinnbrook Capital Management LP6,248$8.64M5.58%+6,248New
EP Wealth Advisors, LLC6,304$8.72M0.07%+8+0.1%Added
Woodline Partners LP6,359$8.80M0.06%+4,100+181.5%Added
Mutual of America Capital Management LLC6,514$9.01M0.10%−213−3.2%Reduced
Wealthfront Advisers LLC6,531$9.03M0.02%+619+10.5%Added
State of Alaska, Department of Revenue6,570$9.09M0.10%+155+2.4%Added
GF Fund Management Co. Ltd.6,587$9.11M0.21%00.0%Unchanged
Cerity Partners LLC6,594$9.12M0.02%+522+8.6%Added
Pennant Select, LLC6,600$9.13M7.10%00.0%Unchanged
Mediolanum International Funds Ltd6,662$9.17M0.13%+59+0.9%Added
CIBC World Markets Corp6,772$9.37M0.07%−2,091−23.6%Reduced
Ancora Advisors, LLC6,858$9.49M0.21%+34+0.5%Added
Crystal Rock Capital Management6,920$9.57M6.55%00.0%Unchanged
Pathstone Holdings, LLC6,967$9.64M0.04%+193+2.8%Added
Elevatus Welath Management7,047$9.75M5.53%+7,047New
Brasada Capital Management, LP7,918$9.75M1.95%+1,862+30.7%Added
Yousif Capital Management, LLC7,185$9.94M0.12%−135−1.8%Reduced
Steward Partners Investment Advisory, LLC7,230$10.0M0.09%−607−7.7%Reduced
Robeco Institutional Asset Management B.V.7,247$10.0M0.02%−2,033−21.9%Reduced
Churchill Management Corp7,258$10.0M0.13%+1,592+28.1%Added
Q Global Advisors, LLC7,321$10.1M8.24%00.0%Unchanged
Delta Investment Management, LLC7,394$10.2M2.06%−16−0.2%Reduced
Man Group plc7,469$10.3M0.03%+4,681+167.9%Added
New York Life Investment Management LLC7,503$10.4M0.11%−48−0.6%Reduced
Public Employees Retirement Association of Colorado7,547$10.4M0.04%−8−0.1%Reduced
DuPont Capital Management Corp7,551$10.4M1.16%−978−11.5%Reduced
Janus Henderson Group PLC7,587$10.5M0.01%+156+2.1%Added
Engineers Gate Manager LP7,591$10.5M0.18%−1,756−18.8%Reduced
Gardner Lewis Asset Management L P7,614$10.5M2.54%−40−0.5%Reduced
Public Sector Pension Investment Board7,620$10.5M0.05%+541+7.6%Added
Schonfeld Strategic Advisors LLC7,828$10.8M0.07%+7,828New
Smith, Salley & Associates7,881$10.9M0.71%+282+3.7%Added
Police & Firemen's Retirement System of New Jersey7,918$11.0M0.11%00.0%Unchanged
Daiwa Securities Group Inc.7,998$11.1M0.05%+529+7.1%Added
Macquarie Group Ltd8,042$11.1M0.01%−26,621−76.8%Reduced
Red Door Wealth Management, LLC8,228$11.4M1.68%+500+6.5%Added
Partners Capital Investment Group, LLP8,241$11.4M0.19%+3,953+92.2%Added
Rafferty Asset Management, LLC8,257$11.4M0.05%−2,009−19.6%Reduced
Truist Financial Corp8,429$11.7M0.02%−1,479−14.9%Reduced
CIBC Asset Management Inc8,461$11.7M0.04%−93−1.1%Reduced
ProShare Advisors LLC8,544$11.8M0.03%+417+5.1%Added
Xponance, Inc.8,562$11.8M0.11%+180+2.1%Added
AMS Capital Ltda8,612$11.9M4.91%+1,720+25.0%Added
Shell Asset Management Co8,634$11.9M0.57%−354−3.9%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd8,653$12.0M0.12%+380+4.6%Added
Coalescence Partners Investment Management, LP8,779$12.1M4.13%+2,637+42.9%Added
Asset Planning,Inc8,789$12.2M9.54%−150−1.7%Reduced
Oak Ridge Investments LLC8,966$12.4M1.03%−2,749−23.5%Reduced
Advisory Services Network, LLC8,985$12.4M0.24%+437+5.1%Added
Stephens Inc8,991$12.4M0.18%+1,037+13.0%Added
Utah Retirement Systems9,002$12.5M0.14%−16−0.2%Reduced
Railway Pension Investments Ltd9,200$12.7M0.18%+300+3.4%Added
Nearwater Capital Markets, Ltd9,300$12.9M0.37%00.0%Unchanged
Creative Planning9,316$12.9M0.01%+190+2.1%Added
AMF Pensionsforsakring AB9,575$13.2M0.10%−5,357−35.9%Reduced
USS Investment Management Ltd9,643$13.3M0.10%00.0%Unchanged
Pittenger & Anderson Inc9,769$13.5M0.50%+337+3.6%Added
Bluegrass Capital Partners LP10,000$13.8M11.86%−1,500−13.0%Reduced
Fairbanks Capital Management, Inc.10,128$14.0M9.01%−1,007−9.0%Reduced
Pacer Advisors, Inc.10,370$14.3M0.03%+2,399+30.1%Added
Investidor Profissional Gestao de Recursos Ltda.10,483$14.5M14.01%+834+8.6%Added
Dai-Ichi Life Insurance Company, Ltd10,548$14.6M0.43%−520−4.7%Reduced
British Columbia Investment Management Corp10,755$14.9M0.09%+12+0.1%Added
Lynwood Price Capital Management LP10,800$14.9M8.52%+2,000+22.7%Added
Teacher Retirement System of Texas10,828$15.0M0.06%+7,518+227.1%Added
Rockefeller Capital Management L.P.10,856$15.0M0.04%+404+3.9%Added
Varma Mutual Pension Insurance Co11,120$15.4M0.13%−1,200−9.7%Reduced
Aviva PLC11,156$15.4M0.04%+1,620+17.0%Added
Amalgamated Bank11,157$15.4M0.13%+153+1.4%Added
Mirae Asset Global Investments Co., Ltd.11,261$15.5M0.06%+462+4.3%Added
Forsta Ap-Fonden11,300$15.6M0.12%−200−1.7%Reduced
Jain Global LLC11,363$15.7M0.32%+11,363New
Fifth Third Bancorp11,368$15.7M0.06%−31−0.3%Reduced
PYA Waltman Capital, LLC11,387$15.8M4.95%−145−1.3%Reduced
Pragma Gestao de Patrimonio Ltd11,500$15.9M8.52%−2,200−16.1%Reduced
Lansforsakringar Fondforvaltning AB (publ)11,959$16.5M0.10%−173−1.4%Reduced
Teamwork Financial Advisors, LLC12,201$16.9M2.33%−1,435−10.5%Reduced
Susquehanna International Group, LLP12,387$17.1M0.03%−10,599−46.1%Reduced
Waratah Capital Advisors Ltd.12,575$17.4M1.19%+12,575New
Broad Run Investment Management, LLC12,801$17.7M2.96%−993−7.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,826$17.7M0.10%+870+7.3%Added
Czech National Bank12,881$17.8M0.16%+689+5.7%Added
Gilder Gagnon Howe & Co LLC12,949$17.9M0.23%−507−3.8%Reduced
Quantinno Capital Management LP13,168$18.2M0.12%+7,839+147.1%Added
Pinnacle Financial Partners Inc13,258$18.3M0.37%+20+0.2%Added
Corebridge Financial, Inc.13,298$18.4M0.11%−561−4.0%Reduced
Los Angeles Capital Management LLC13,980$19.3M0.09%−60.0%Reduced
HighTower Advisors, LLC14,152$19.6M0.03%−3,186−18.4%Reduced
Allspring Global Investments Holdings, LLC14,147$19.8M0.03%−766−5.1%Reduced
Janney Montgomery Scott LLC14,431$20.0M0.06%−1,821−11.2%Reduced
Goodnow Investment Group, LLC14,687$20.3M2.19%−1,720−10.5%Reduced
HRT Financial LP14,832$20.5M0.13%+14,832New
Rheos Capital Works Inc.15,000$20.7M1.69%+6,900+85.2%Added