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 |
|---|---|---|---|---|---|
| Gilder Gagnon Howe & Co LLC | 12,949 | $17.9M | 0.23% | −507−3.8% | Reduced |
| Czech National Bank | 12,881 | $17.8M | 0.16% | +689+5.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,826 | $17.7M | 0.10% | +870+7.3% | Added |
| Broad Run Investment Management, LLC | 12,801 | $17.7M | 2.96% | −993−7.2% | Reduced |
| Waratah Capital Advisors Ltd. | 12,575 | $17.4M | 1.19% | +12,575 | New |
| Susquehanna International Group, LLP | 12,387 | $17.1M | 0.03% | −10,599−46.1% | Reduced |
| Teamwork Financial Advisors, LLC | 12,201 | $16.9M | 2.33% | −1,435−10.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 11,959 | $16.5M | 0.10% | −173−1.4% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 11,500 | $15.9M | 8.52% | −2,200−16.1% | Reduced |
| PYA Waltman Capital, LLC | 11,387 | $15.8M | 4.95% | −145−1.3% | Reduced |
| Fifth Third Bancorp | 11,368 | $15.7M | 0.06% | −31−0.3% | Reduced |
| Jain Global LLC | 11,363 | $15.7M | 0.32% | +11,363 | New |
| Forsta Ap-Fonden | 11,300 | $15.6M | 0.12% | −200−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,261 | $15.5M | 0.06% | +462+4.3% | Added |
| Amalgamated Bank | 11,157 | $15.4M | 0.13% | +153+1.4% | Added |
| Aviva PLC | 11,156 | $15.4M | 0.04% | +1,620+17.0% | Added |
| Varma Mutual Pension Insurance Co | 11,120 | $15.4M | 0.13% | −1,200−9.7% | Reduced |
| Rockefeller Capital Management L.P. | 10,856 | $15.0M | 0.04% | +404+3.9% | Added |
| Teacher Retirement System of Texas | 10,828 | $15.0M | 0.06% | +7,518+227.1% | Added |
| Lynwood Price Capital Management LP | 10,800 | $14.9M | 8.52% | +2,000+22.7% | Added |
| British Columbia Investment Management Corp | 10,755 | $14.9M | 0.09% | +12+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,548 | $14.6M | 0.43% | −520−4.7% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 10,483 | $14.5M | 14.01% | +834+8.6% | Added |
| Pacer Advisors, Inc. | 10,370 | $14.3M | 0.03% | +2,399+30.1% | Added |
| Fairbanks Capital Management, Inc. | 10,128 | $14.0M | 9.01% | −1,007−9.0% | Reduced |
| Bluegrass Capital Partners LP | 10,000 | $13.8M | 11.86% | −1,500−13.0% | Reduced |
| Pittenger & Anderson Inc | 9,769 | $13.5M | 0.50% | +337+3.6% | Added |
| USS Investment Management Ltd | 9,643 | $13.3M | 0.10% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 9,575 | $13.2M | 0.10% | −5,357−35.9% | Reduced |
| Creative Planning | 9,316 | $12.9M | 0.01% | +190+2.1% | Added |
| Nearwater Capital Markets, Ltd | 9,300 | $12.9M | 0.37% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 9,200 | $12.7M | 0.18% | +300+3.4% | Added |
| Utah Retirement Systems | 9,002 | $12.5M | 0.14% | −16−0.2% | Reduced |
| Stephens Inc | 8,991 | $12.4M | 0.18% | +1,037+13.0% | Added |
| Advisory Services Network, LLC | 8,985 | $12.4M | 0.24% | +437+5.1% | Added |
| Oak Ridge Investments LLC | 8,966 | $12.4M | 1.03% | −2,749−23.5% | Reduced |
| Asset Planning,Inc | 8,789 | $12.2M | 9.54% | −150−1.7% | Reduced |
| Coalescence Partners Investment Management, LP | 8,779 | $12.1M | 4.13% | +2,637+42.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,653 | $12.0M | 0.12% | +380+4.6% | Added |
| Shell Asset Management Co | 8,634 | $11.9M | 0.57% | −354−3.9% | Reduced |
| AMS Capital Ltda | 8,612 | $11.9M | 4.91% | +1,720+25.0% | Added |
| Xponance, Inc. | 8,562 | $11.8M | 0.11% | +180+2.1% | Added |
| ProShare Advisors LLC | 8,544 | $11.8M | 0.03% | +417+5.1% | Added |
| CIBC Asset Management Inc | 8,461 | $11.7M | 0.04% | −93−1.1% | Reduced |
| Truist Financial Corp | 8,429 | $11.7M | 0.02% | −1,479−14.9% | Reduced |
| Rafferty Asset Management, LLC | 8,257 | $11.4M | 0.05% | −2,009−19.6% | Reduced |
| Partners Capital Investment Group, LLP | 8,241 | $11.4M | 0.19% | +3,953+92.2% | Added |
| Red Door Wealth Management, LLC | 8,228 | $11.4M | 1.68% | +500+6.5% | Added |
| Macquarie Group Ltd | 8,042 | $11.1M | 0.01% | −26,621−76.8% | Reduced |
| Daiwa Securities Group Inc. | 7,998 | $11.1M | 0.05% | +529+7.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,918 | $11.0M | 0.11% | 00.0% | Unchanged |
| Smith, Salley & Associates | 7,881 | $10.9M | 0.71% | +282+3.7% | Added |
| Schonfeld Strategic Advisors LLC | 7,828 | $10.8M | 0.07% | +7,828 | New |
| Public Sector Pension Investment Board | 7,620 | $10.5M | 0.05% | +541+7.6% | Added |
| Gardner Lewis Asset Management L P | 7,614 | $10.5M | 2.54% | −40−0.5% | Reduced |
| Engineers Gate Manager LP | 7,591 | $10.5M | 0.18% | −1,756−18.8% | Reduced |
| Janus Henderson Group PLC | 7,587 | $10.5M | 0.01% | +156+2.1% | Added |
| DuPont Capital Management Corp | 7,551 | $10.4M | 1.16% | −978−11.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,547 | $10.4M | 0.04% | −8−0.1% | Reduced |
| New York Life Investment Management LLC | 7,503 | $10.4M | 0.11% | −48−0.6% | Reduced |
| Man Group plc | 7,469 | $10.3M | 0.03% | +4,681+167.9% | Added |
| Delta Investment Management, LLC | 7,394 | $10.2M | 2.06% | −16−0.2% | Reduced |
| Q Global Advisors, LLC | 7,321 | $10.1M | 8.24% | 00.0% | Unchanged |
| Churchill Management Corp | 7,258 | $10.0M | 0.13% | +1,592+28.1% | Added |
| Robeco Institutional Asset Management B.V. | 7,247 | $10.0M | 0.02% | −2,033−21.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,230 | $10.0M | 0.09% | −607−7.7% | Reduced |
| Yousif Capital Management, LLC | 7,185 | $9.94M | 0.12% | −135−1.8% | Reduced |
| Brasada Capital Management, LP | 7,918 | $9.75M | 1.95% | +1,862+30.7% | Added |
| Elevatus Welath Management | 7,047 | $9.75M | 5.53% | +7,047 | New |
| Pathstone Holdings, LLC | 6,967 | $9.64M | 0.04% | +193+2.8% | Added |
| Crystal Rock Capital Management | 6,920 | $9.57M | 6.55% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,858 | $9.49M | 0.21% | +34+0.5% | Added |
| CIBC World Markets Corp | 6,772 | $9.37M | 0.07% | −2,091−23.6% | Reduced |
| Mediolanum International Funds Ltd | 6,662 | $9.17M | 0.13% | +59+0.9% | Added |
| Pennant Select, LLC | 6,600 | $9.13M | 7.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,594 | $9.12M | 0.02% | +522+8.6% | Added |
| GF Fund Management Co. Ltd. | 6,587 | $9.11M | 0.21% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,570 | $9.09M | 0.10% | +155+2.4% | Added |
| Wealthfront Advisers LLC | 6,531 | $9.03M | 0.02% | +619+10.5% | Added |
| Mutual of America Capital Management LLC | 6,514 | $9.01M | 0.10% | −213−3.2% | Reduced |
| Woodline Partners LP | 6,359 | $8.80M | 0.06% | +4,100+181.5% | Added |
| EP Wealth Advisors, LLC | 6,304 | $8.72M | 0.07% | +8+0.1% | Added |
| Pinnbrook Capital Management LP | 6,248 | $8.64M | 5.58% | +6,248 | New |
| Sequoia Financial Advisors, LLC | 6,086 | $8.42M | 0.07% | −432−6.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,078 | $8.41M | 0.14% | +6,078 | New |
| Sanctuary Advisors, LLC | 6,067 | $8.39M | 0.06% | −875−12.6% | Reduced |
| Legal Advantage Investments, Inc. | 6,027 | $8.34M | 4.50% | −20−0.3% | Reduced |
| M&T Bank Corp | 5,958 | $8.24M | 0.03% | −873−12.8% | Reduced |
| Mackenzie Financial Corp | 5,894 | $8.15M | 0.01% | −7,033−54.4% | Reduced |
| Equitable Trust Co | 5,887 | $8.14M | 0.45% | +450+8.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,866 | $8.11M | 0.02% | +246+4.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,830 | $8.06M | 0.11% | +1,585+37.3% | Added |
| OP Asset Management Ltd | 5,815 | $8.04M | 0.14% | +5,815 | New |
| Vident Advisory, LLC | 5,795 | $8.02M | 0.12% | +1,953+50.8% | Added |
| Keybank National Association | 5,752 | $7.96M | 0.03% | −110−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,712 | $7.90M | 0.01% | +526+10.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,687 | $7.87M | 0.09% | −1,300−18.6% | Reduced |
| Sterling Capital Management LLC | 5,647 | $7.81M | 0.12% | −2,309−29.0% | Reduced |
| Cat Rock Capital Management LP | 5,636 | $7.80M | 1.03% | +5,636 | New |
| HB Wealth Management, LLC | 5,603 | $7.75M | 0.07% | +4,872+666.5% | Added |