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 |
|---|---|---|---|---|---|
| PYA Waltman Capital, LLC | 11,807 | $18.0M | 5.17% | +420+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,890 | $18.1M | 0.06% | +629+5.6% | Added |
| Bluegrass Capital Partners LP | 12,500 | $19.0M | 13.17% | +2,500+25.0% | Added |
| Scopus Asset Management, L.P. | 12,522 | $19.0M | 0.51% | −3,228−20.5% | Reduced |
| Citadel Advisors LLC | 12,763 | $19.4M | 0.02% | +12,763 | New |
| Gilder Gagnon Howe & Co LLC | 12,834 | $19.5M | 0.21% | −115−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 12,971 | $19.7M | 0.41% | −287−2.2% | Reduced |
| Czech National Bank | 13,729 | $20.9M | 0.16% | +848+6.6% | Added |
| Los Angeles Capital Management LLC | 13,960 | $21.2M | 0.08% | −20−0.1% | Reduced |
| Lynwood Price Capital Management LP | 14,000 | $21.3M | 10.58% | +3,200+29.6% | Added |
| Maestria Partners LLC | 14,152 | $21.5M | 7.48% | −1,166−7.6% | Reduced |
| Goodnow Investment Group, LLC | 14,327 | $21.8M | 2.03% | −360−2.5% | Reduced |
| AQR Capital Management LLC | 14,643 | $22.2M | 0.02% | −19,372−57.0% | Reduced |
| MetLife Investment Management | 14,739 | $22.4M | 0.13% | −281−1.9% | Reduced |
| Rheos Capital Works Inc. | 15,000 | $22.8M | 1.31% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 213,775 | $23.0M | 0.12% | +200,949+1,566.7% | Added |
| GW&K Investment Management, LLC | 15,206 | $23.1M | 0.21% | −303−2.0% | Reduced |
| Quantinno Capital Management LP | 15,250 | $23.2M | 0.10% | +2,082+15.8% | Added |
| HighTower Advisors, LLC | 15,389 | $23.4M | 0.03% | +1,237+8.7% | Added |
| Soroban Capital Partners LP | 15,562 | $23.7M | 0.23% | +15,562 | New |
| Mariner, LLC | 16,322 | $24.8M | 0.04% | −1,970−10.8% | Reduced |
| Janney Montgomery Scott LLC | 16,345 | $24.9M | 0.06% | +1,914+13.3% | Added |
| Arizona State Retirement System | 16,395 | $24.9M | 0.14% | −107−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,536 | $25.0M | 0.04% | +2,389+16.9% | Added |
| Coalescence Partners Investment Management, LP | 17,064 | $25.9M | 6.80% | +8,285+94.4% | Added |
| Archon Partners LLC | 17,300 | $26.3M | 3.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 17,488 | $26.6M | 0.16% | +257+1.5% | Added |
| Comerica Bank | 18,042 | $27.4M | 0.11% | −400−2.2% | Reduced |
| Woodline Partners LP | 18,202 | $27.7M | 0.15% | +11,843+186.2% | Added |
| Resona Asset Management Co.,Ltd. | 18,249 | $27.7M | 0.14% | +871+5.0% | Added |
| Artisan Partners Limited Partnership | 18,308 | $27.8M | 0.04% | −31,804−63.5% | Reduced |
| Victory Capital Management Inc | 18,314 | $27.8M | 0.02% | −742−3.9% | Reduced |
| Capital International Ltd | 18,507 | $28.1M | 1.08% | +1,046+6.0% | Added |
| State of New Jersey Common Pension Fund D | 18,645 | $28.4M | 0.11% | +75+0.4% | Added |
| Zimmer Partners, LP | 18,700 | $28.4M | 0.65% | +2,170+13.1% | Added |
| Howland Capital Management LLC | 19,172 | $29.2M | 1.19% | +723+3.9% | Added |
| Eisler Capital Management Ltd. | 19,330 | $29.5M | 1.01% | +19,330 | New |
| Gotham Asset Management, LLC | 19,540 | $29.7M | 0.18% | +371+1.9% | Added |
| Pennant Investors, LP | 19,871 | $30.2M | 9.04% | −6,700−25.2% | Reduced |
| Oakmont Corp | 19,904 | $30.3M | 5.30% | −70−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 20,274 | $30.8M | 0.08% | +817+4.2% | Added |
| TD Asset Management Inc | 20,619 | $31.4M | 0.03% | +536+2.7% | Added |
| Mn Services Vermogensbeheer B.V. | 20,900 | $31.8M | 0.22% | +400+2.0% | Added |
| Oakcliff Capital Partners, LP | 21,293 | $32.4M | 16.18% | 00.0% | Unchanged |
| Anabranch Capital Management, LP | 21,419 | $32.6M | 19.45% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,771 | $33.1M | 0.05% | +9,384+75.8% | Added |
| Titan Global Capital Management USA LLC | 21,951 | $33.4M | 5.26% | −999−4.4% | Reduced |
| Qube Research & Technologies Ltd | 22,172 | $33.7M | 0.05% | −20,240−47.7% | Reduced |
| DnB Asset Management AS | 22,329 | $34.0M | 0.14% | +2,346+11.7% | Added |
| Great West Life Assurance Co | 22,498 | $34.2M | 0.05% | +961+4.5% | Added |
| Public Employees Retirement System of Ohio | 22,545 | $34.3M | 0.12% | +153+0.7% | Added |
| Baskin Financial Services Inc. | 22,557 | $34.3M | 2.59% | −81−0.4% | Reduced |
| Toronto Dominion Bank | 22,785 | $34.6M | 0.07% | +3,083+15.6% | Added |
| SG Americas Securities, LLC | 22,954 | $34.9M | 0.15% | +22,114+2,632.6% | Added |
| Nisa Investment Advisors, LLC | 23,051 | $35.1M | 0.16% | +5,502+31.4% | Added |
| TCW Group Inc | 23,226 | $35.3M | 0.28% | +1,276+5.8% | Added |
| Capital International Sarl | 23,427 | $35.6M | 0.68% | +567+2.5% | Added |
| East Coast Asset Management, LLC. | 23,628 | $35.9M | 11.92% | −49−0.2% | Reduced |
| Fred Alger Management, LLC | 23,712 | $36.1M | 0.16% | −26,125−52.4% | Reduced |
| State of Tennessee, Treasury Department | 23,720 | $36.1M | 0.13% | +3,647+18.2% | Added |
| First Trust Advisors LP | 24,088 | $36.6M | 0.03% | −5,324−18.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,290 | $36.9M | 0.04% | +100.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 24,420 | $37.1M | 0.09% | −675−2.7% | Reduced |
| One Madison Group LLC | 25,000 | $38.0M | 4.01% | +6,000+31.6% | Added |
| iA Global Asset Management Inc. | 25,106 | $38.2M | 0.57% | −1,069−4.1% | Reduced |
| Treasurer of the State of North Carolina | 25,821 | $39.3M | 0.13% | +902+3.6% | Added |
| LPL Financial LLC | 25,823 | $39.3M | 0.01% | +3,274+14.5% | Added |
| Mill Capital Management, LLC | 26,107 | $39.7M | 3.11% | −78−0.3% | Reduced |
| Pictet Asset Management Holding SA | 26,792 | $40.7M | 0.04% | +318+1.2% | Added |
| BRX Global LP | 27,149 | $41.3M | 34.88% | 00.0% | Unchanged |
| J. Goldman & Co LP | 27,498 | $41.8M | 1.31% | −388−1.4% | Reduced |
| Korea Investment CORP | 28,787 | $43.8M | 0.10% | −6,172−17.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,875 | $43.9M | 0.08% | +1,093+3.9% | Added |
| Employees Retirement System of Texas | 28,949 | $44.0M | 0.36% | −30,980−51.7% | Reduced |
| Royal London Asset Management Ltd | 29,035 | $44.2M | 0.10% | −1,959−6.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 29,103 | $44.3M | 1.96% | −242−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 29,877 | $44.9M | 0.08% | +555+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 29,764 | $45.3M | 0.13% | +292+1.0% | Added |
| Alyeska Investment Group, L.P. | 30,141 | $45.8M | 0.16% | +30,141 | New |
| Asset Management One Co.,Ltd. | 30,978 | $47.1M | 0.15% | +114+0.4% | Added |
| State of Wisconsin Investment Board | 31,273 | $47.6M | 0.12% | −1,629−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 31,758 | $48.3M | 0.08% | −2,098−6.2% | Reduced |
| Praesidium Investment Management Company, LLC | 32,086 | $48.8M | 8.60% | +32,086 | New |
| Advent International Corp | 32,154 | $48.9M | 1.59% | −7,375−18.7% | Reduced |
| Prudential Financial Inc | 32,532 | $49.5M | 0.06% | +2,668+8.9% | Added |
| SEI Investments Co | 33,032 | $50.2M | 0.06% | +6,068+22.5% | Added |
| Ampfield Management, L.P. | 33,305 | $50.6M | 53.43% | −660−1.9% | Reduced |
| Cypress Funds LLC | 33,344 | $50.7M | 5.94% | +5,545+19.9% | Added |
| Cookson Peirce & Co Inc | 33,794 | $51.4M | 2.26% | −758−2.2% | Reduced |
| APG Asset Management N.V. | 39,981 | $51.8M | 0.15% | +978+2.5% | Added |
| Regions Financial Corp | 34,875 | $53.0M | 0.37% | −160.0% | Reduced |
| Crow's Nest Holdings LP | 35,000 | $53.2M | 11.74% | −5,500−13.6% | Reduced |
| Storebrand Asset Management AS | 35,044 | $53.3M | 0.15% | +4,795+15.9% | Added |
| Massachusetts Financial Services Co | 35,729 | $54.3M | 0.02% | −12,638−26.1% | Reduced |
| Manufacturers Life Insurance Company, The | 36,883 | $56.1M | 0.05% | −1,206−3.2% | Reduced |
| Ossiam | 37,040 | $56.3M | 0.63% | +187+0.5% | Added |
| KLP Kapitalforvaltning AS | 37,292 | $56.7M | 0.24% | +1,600+4.5% | Added |
| Ci Investments Inc. | 37,654 | $57.3M | 0.21% | −8,319−18.1% | Reduced |
| Chilton Capital Management LLC | 38,474 | $58.5M | 2.14% | +8,041+26.4% | Added |
| Symmetry Investments LP | 38,583 | $58.7M | 4.91% | +33,867+718.1% | Added |