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, Q2 2025
Institutional positions in TransDigm Group INC as of Jun 30, 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
- 1,111
- +31 vs. Q1 2025
- Shares held
- 54.3M
- +1.00M (+1.9%) vs. Q1 2025
- Total value
- $82.3B
- +$8.58B (+11.6%) vs. Q1 2025
- New holders
- 123
- 474 more added
- Sold out
- 92
- 336 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,693,889 | $10.2B | 0.16% | +333,965+5.3% | Added |
| Capital International Investors | 6,234,443 | $9.48B | 1.63% | −23,387−0.4% | Reduced |
| BlackRock, Inc. | 4,262,920 | $6.48B | 0.12% | +78,440+1.9% | Added |
| Capital World Investors | 3,970,528 | $6.04B | 0.88% | +40,989+1.0% | Added |
| State Street Corp | 2,343,288 | $3.56B | 0.13% | +56,141+2.5% | Added |
| Principal Financial Group Inc | 2,012,060 | $3.06B | 1.62% | −89,016−4.2% | Reduced |
| Capital Research Global Investors | 2,003,840 | $3.05B | 0.61% | +159,434+8.6% | Added |
| JPMorgan Chase & Co | 1,995,769 | $3.03B | 0.21% | +6,110+0.3% | Added |
| FMR LLC | 1,872,431 | $2.85B | 0.16% | −40,894−2.1% | Reduced |
| Geode Capital Management, LLC | 1,214,396 | $1.84B | 0.13% | +17,946+1.5% | Added |
| Altarock Partners LLC | 979,950 | $1.49B | 27.21% | 00.0% | Unchanged |
| Morgan Stanley | 947,275 | $1.44B | 0.09% | −469,699−33.1% | Reduced |
| Norges Bank | 838,486 | $1.28B | 0.16% | +65,894+8.5% | Added |
| Price T Rowe Associates Inc | 719,688 | $1.09B | 0.12% | +302,834+72.6% | Added |
| Windacre Partnership LLC | 712,700 | $1.08B | 14.85% | −9,300−1.3% | Reduced |
| Edgewood Management LLC | 696,211 | $1.06B | 3.37% | +40,837+6.2% | Added |
| Primecap Management Co | 557,923 | $848.4M | 0.67% | +45,079+8.8% | Added |
| UBS Group AG | 556,399 | $846.1M | 0.18% | +205,990+58.8% | Added |
| Stockbridge Partners LLC | 532,551 | $809.8M | 15.83% | −45,700−7.9% | Reduced |
| Invesco Ltd. | 485,618 | $738.5M | 0.13% | +19,774+4.2% | Added |
| Northern Trust Corp | 477,032 | $725.4M | 0.10% | +4,047+0.9% | Added |
| Charles Schwab Investment Management Inc | 372,858 | $567.0M | 0.10% | +9,127+2.5% | Added |
| Bank of America Corp | 359,563 | $546.8M | 0.04% | +6,947+2.0% | Added |
| UBS Asset Management Americas Inc | 349,330 | $531.2M | 0.11% | −5,283−1.5% | Reduced |
| Legal & General Group Plc | 300,452 | $456.9M | 0.11% | +1,961+0.7% | Added |
| Goldman Sachs Group Inc | 298,456 | $453.8M | 0.07% | +24,532+9.0% | Added |
| Bank of New York Mellon Corp | 293,238 | $445.9M | 0.08% | −15,376−5.0% | Reduced |
| Westfield Capital Management Co LP | 290,013 | $441.0M | 1.85% | −26,149−8.3% | Reduced |
| Nuveen, LLC | 275,867 | $419.5M | 0.12% | +154,383+127.1% | Added |
| Vulcan Value Partners, LLC | 231,595 | $361.0M | 6.36% | −17,431−7.0% | Reduced |
| CIBC Private Wealth Group, LLC | 203,588 | $309.6M | 0.55% | −442−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 196,866 | $299.4M | 0.19% | +71,399+56.9% | Added |
| Alkeon Capital Management LLC | 195,611 | $297.5M | 1.44% | −50,000−20.4% | Reduced |
| Wells Fargo & Company | 183,723 | $279.4M | 0.06% | +4,905+2.7% | Added |
| Franklin Resources Inc | 181,668 | $276.3M | 0.07% | +3,153+1.8% | Added |
| Darsana Capital Partners LP | 175,000 | $266.1M | 7.60% | −25,000−12.5% | Reduced |
| Blair William & Co | 172,953 | $263.0M | 0.73% | −2,268−1.3% | Reduced |
| Canada Pension Plan Investment Board | 172,917 | $262.9M | 0.22% | −20,288−10.5% | Reduced |
| Brown Advisory Inc | 170,502 | $259.3M | 0.34% | −4,973−2.8% | Reduced |
| Swiss National Bank | 169,700 | $258.1M | 0.15% | +11,100+7.0% | Added |
| DF Dent & Co Inc | 165,812 | $252.1M | 3.20% | −2,155−1.3% | Reduced |
| Ameriprise Financial Inc | 165,187 | $251.1M | 0.06% | −18,192−9.9% | Reduced |
| National Pension Service | 160,499 | $244.1M | 0.21% | +33,386+26.3% | Added |
| Neuberger Berman Group LLC | 152,728 | $232.2M | 0.18% | +8,559+5.9% | Added |
| Holocene Advisors, LP | 142,043 | $216.0M | 0.53% | +22,390+18.7% | Added |
| Dimensional Fund Advisors LP | 139,886 | $212.7M | 0.05% | −2,958−2.1% | Reduced |
| Heard Capital LLC | 134,327 | $204.3M | 10.67% | −17,225−11.4% | Reduced |
| Deutsche Bank AG | 128,740 | $195.8M | 0.07% | −28,139−17.9% | Reduced |
| Skye Global Management LP | 120,000 | $182.5M | 3.89% | +10,000+9.1% | Added |
| Barclays PLC | 119,071 | $181.1M | 0.07% | +9,467+8.6% | Added |
| D. E. Shaw & Co., Inc. | 111,846 | $170.1M | 0.17% | +48,258+75.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109,022 | $165.8M | 0.13% | +7,922+7.8% | Added |
| Bain Capital Public Equity Management II, LLC | 105,088 | $159.8M | 7.57% | −9,053−7.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 102,649 | $156.1M | 2.82% | +935+0.9% | Added |
| Rhumbline Advisers | 101,819 | $154.8M | 0.13% | −380.0% | Reduced |
| Citigroup Inc | 100,480 | $152.8M | 0.11% | +21,466+27.2% | Added |
| US Bancorp | 99,355 | $151.1M | 0.19% | +93+0.1% | Added |
| BNP Paribas Arbitrage, SA | 97,571 | $148.4M | 0.12% | −6,494−6.2% | Reduced |
| Royal Bank of Canada | 94,553 | $143.8M | 0.03% | −34,198−26.6% | Reduced |
| California State Teachers Retirement System | 93,163 | $141.7M | 0.16% | +4,130+4.6% | Added |
| HSBC Holdings PLC | 92,022 | $139.9M | 0.09% | −8,125−8.1% | Reduced |
| California Public Employees Retirement System | 91,230 | $138.7M | 0.09% | +4,738+5.5% | Added |
| Bristol John W & Co Inc | 90,498 | $137.6M | 2.23% | −438−0.5% | Reduced |
| Atalan Capital Partners, LP | 90,000 | $136.9M | 10.51% | 00.0% | Unchanged |
| Bamco Inc | 87,844 | $133.6M | 0.36% | −20,000−18.5% | Reduced |
| Sands Capital Management, LLC | 86,900 | $132.1M | 0.38% | +1,014+1.2% | Added |
| Intermede Investment Partners Ltd | 85,398 | $129.9M | 4.00% | −4,456−5.0% | Reduced |
| Voya Investment Management LLC | 78,613 | $119.5M | 0.12% | −13,379−14.5% | Reduced |
| Marshall Wace, LLP | 78,533 | $119.4M | 0.14% | −10,639−11.9% | Reduced |
| Douglas Lane & Associates, LLC | 77,171 | $117.3M | 1.70% | −5,453−6.6% | Reduced |
| State of Michigan Retirement System | 76,292 | $116.0M | 0.60% | +100+0.1% | Added |
| Raymond James Financial Inc | 74,971 | $114.0M | 0.04% | +1,506+2.0% | Added |
| Triple Frond Partners LLC | 73,794 | $112.2M | 12.69% | −18,350−19.9% | Reduced |
| The PNC Financial Services Group, Inc. | 72,961 | $110.9M | 0.07% | +1,560+2.2% | Added |
| Envestnet Asset Management Inc | 72,112 | $109.7M | 0.03% | −1,497−2.0% | Reduced |
| Russell Investments Group, Ltd. | 69,056 | $105.0M | 0.13% | +415+0.6% | Added |
| CI Private Wealth, LLC | 68,729 | $104.5M | 0.15% | −1,610−2.3% | Reduced |
| King Luther Capital Management Corp | 67,579 | $102.8M | 0.45% | +11,371+20.2% | Added |
| Argent Capital Management LLC | 67,537 | $102.7M | 2.94% | +10,105+17.6% | Added |
| Schroder Investment Management Group | 67,300 | $102.3M | 0.09% | +1,585+2.4% | Added |
| New York State Common Retirement Fund | 67,172 | $102.1M | 0.14% | −100−0.1% | Reduced |
| Federated Hermes, Inc. | 63,758 | $97.0M | 0.18% | +16,925+36.1% | Added |
| Hudson Way Capital Management LLC | 63,546 | $96.6M | 8.73% | −5,231−7.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 61,872 | $94.1M | 0.88% | +61,872 | New |
| Bank of Montreal | 59,677 | $90.7M | 0.05% | −16,478−21.6% | Reduced |
| STRS Ohio | 59,489 | $90.5M | 0.34% | +1,312+2.3% | Added |
| American Century Companies Inc | 59,050 | $89.8M | 0.05% | −746−1.2% | Reduced |
| Alliancebernstein L.P. | 58,561 | $89.1M | 0.03% | −322−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 58,286 | $88.6M | 0.29% | +2,824+5.1% | Added |
| Capital Group Private Client Services, Inc. | 58,158 | $88.4M | 0.77% | −1,244−2.1% | Reduced |
| Natixis Advisors, L.P. | 55,984 | $85.1M | 0.14% | +28,129+101.0% | Added |
| State Board of Administration of Florida Retirement System | 55,451 | $84.3M | 0.15% | +860+1.6% | Added |
| Danske Bank A/S | 54,999 | $83.6M | 0.21% | +34,813+172.5% | Added |
| Chicago Capital, LLC | 54,973 | $83.6M | 2.06% | +3,028+5.8% | Added |
| Stifel Financial Corp | 54,810 | $83.4M | 0.08% | +3,263+6.3% | Added |
| Adage Capital Partners GP, L.L.C. | 51,394 | $78.2M | 0.13% | +6,578+14.7% | Added |
| Renaissance Technologies LLC | 50,500 | $76.8M | 0.10% | −19,500−27.9% | Reduced |
| Voloridge Investment Management, LLC | 50,161 | $76.3M | 0.28% | −6,768−11.9% | Reduced |
| Amundi | 49,617 | $75.0M | 0.03% | +5,246+11.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,290 | $71.9M | 0.18% | +8,419+21.7% | Added |