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 |
|---|---|---|---|---|---|
| Capital International Inc | 39,149 | $59.5M | 0.58% | +594+1.5% | Added |
| National Bank of Canada | 39,264 | $59.7M | 0.06% | −2,405−5.8% | Reduced |
| Colony Group, LLC | 40,192 | $61.1M | 0.13% | +1,397+3.6% | Added |
| Standard Life Aberdeen plc | 40,537 | $61.6M | 0.10% | +1,843+4.8% | Added |
| Aviva PLC | 41,877 | $63.7M | 0.13% | +30,721+275.4% | Added |
| EULAV Asset Management | 42,657 | $64.9M | 1.52% | −45,600−51.7% | Reduced |
| Artemis Investment Management LLP | 42,903 | $65.2M | 0.84% | +42,903 | New |
| New York State Teachers Retirement System | 44,592 | $67.8M | 0.14% | +100.0% | Added |
| Tudor Investment Corp Et Al | 45,433 | $69.1M | 0.52% | +40,127+756.3% | Added |
| Mar Vista Investment Partners LLC | 45,722 | $69.5M | 5.32% | −4,670−9.3% | Reduced |
| Retirement Systems of Alabama | 46,267 | $70.4M | 0.25% | −608−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,290 | $71.9M | 0.18% | +8,419+21.7% | Added |
| Amundi | 49,617 | $75.0M | 0.03% | +5,246+11.8% | Added |
| Voloridge Investment Management, LLC | 50,161 | $76.3M | 0.28% | −6,768−11.9% | Reduced |
| Renaissance Technologies LLC | 50,500 | $76.8M | 0.10% | −19,500−27.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 51,394 | $78.2M | 0.13% | +6,578+14.7% | Added |
| Stifel Financial Corp | 54,810 | $83.4M | 0.08% | +3,263+6.3% | Added |
| Chicago Capital, LLC | 54,973 | $83.6M | 2.06% | +3,028+5.8% | Added |
| Danske Bank A/S | 54,999 | $83.6M | 0.21% | +34,813+172.5% | Added |
| State Board of Administration of Florida Retirement System | 55,451 | $84.3M | 0.15% | +860+1.6% | Added |
| Natixis Advisors, L.P. | 55,984 | $85.1M | 0.14% | +28,129+101.0% | Added |
| Capital Group Private Client Services, Inc. | 58,158 | $88.4M | 0.77% | −1,244−2.1% | Reduced |
| Lord, Abbett & Co. LLC | 58,286 | $88.6M | 0.29% | +2,824+5.1% | Added |
| Alliancebernstein L.P. | 58,561 | $89.1M | 0.03% | −322−0.5% | Reduced |
| American Century Companies Inc | 59,050 | $89.8M | 0.05% | −746−1.2% | Reduced |
| STRS Ohio | 59,489 | $90.5M | 0.34% | +1,312+2.3% | Added |
| Bank of Montreal | 59,677 | $90.7M | 0.05% | −16,478−21.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 61,872 | $94.1M | 0.88% | +61,872 | New |
| Hudson Way Capital Management LLC | 63,546 | $96.6M | 8.73% | −5,231−7.6% | Reduced |
| Federated Hermes, Inc. | 63,758 | $97.0M | 0.18% | +16,925+36.1% | Added |
| New York State Common Retirement Fund | 67,172 | $102.1M | 0.14% | −100−0.1% | Reduced |
| Schroder Investment Management Group | 67,300 | $102.3M | 0.09% | +1,585+2.4% | Added |
| Argent Capital Management LLC | 67,537 | $102.7M | 2.94% | +10,105+17.6% | Added |
| King Luther Capital Management Corp | 67,579 | $102.8M | 0.45% | +11,371+20.2% | Added |
| CI Private Wealth, LLC | 68,729 | $104.5M | 0.15% | −1,610−2.3% | Reduced |
| Russell Investments Group, Ltd. | 69,056 | $105.0M | 0.13% | +415+0.6% | Added |
| Envestnet Asset Management Inc | 72,112 | $109.7M | 0.03% | −1,497−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 72,961 | $110.9M | 0.07% | +1,560+2.2% | Added |
| Triple Frond Partners LLC | 73,794 | $112.2M | 12.69% | −18,350−19.9% | Reduced |
| Raymond James Financial Inc | 74,971 | $114.0M | 0.04% | +1,506+2.0% | Added |
| State of Michigan Retirement System | 76,292 | $116.0M | 0.60% | +100+0.1% | Added |
| Douglas Lane & Associates, LLC | 77,171 | $117.3M | 1.70% | −5,453−6.6% | Reduced |
| Marshall Wace, LLP | 78,533 | $119.4M | 0.14% | −10,639−11.9% | Reduced |
| Voya Investment Management LLC | 78,613 | $119.5M | 0.12% | −13,379−14.5% | Reduced |
| Intermede Investment Partners Ltd | 85,398 | $129.9M | 4.00% | −4,456−5.0% | Reduced |
| Sands Capital Management, LLC | 86,900 | $132.1M | 0.38% | +1,014+1.2% | Added |
| Bamco Inc | 87,844 | $133.6M | 0.36% | −20,000−18.5% | Reduced |
| Atalan Capital Partners, LP | 90,000 | $136.9M | 10.51% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 90,498 | $137.6M | 2.23% | −438−0.5% | Reduced |
| California Public Employees Retirement System | 91,230 | $138.7M | 0.09% | +4,738+5.5% | Added |
| HSBC Holdings PLC | 92,022 | $139.9M | 0.09% | −8,125−8.1% | Reduced |
| California State Teachers Retirement System | 93,163 | $141.7M | 0.16% | +4,130+4.6% | Added |
| Royal Bank of Canada | 94,553 | $143.8M | 0.03% | −34,198−26.6% | Reduced |
| BNP Paribas Arbitrage, SA | 97,571 | $148.4M | 0.12% | −6,494−6.2% | Reduced |
| US Bancorp | 99,355 | $151.1M | 0.19% | +93+0.1% | Added |
| Citigroup Inc | 100,480 | $152.8M | 0.11% | +21,466+27.2% | Added |
| Rhumbline Advisers | 101,819 | $154.8M | 0.13% | −380.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 102,649 | $156.1M | 2.82% | +935+0.9% | Added |
| Bain Capital Public Equity Management II, LLC | 105,088 | $159.8M | 7.57% | −9,053−7.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109,022 | $165.8M | 0.13% | +7,922+7.8% | Added |
| D. E. Shaw & Co., Inc. | 111,846 | $170.1M | 0.17% | +48,258+75.9% | Added |
| Barclays PLC | 119,071 | $181.1M | 0.07% | +9,467+8.6% | Added |
| Skye Global Management LP | 120,000 | $182.5M | 3.89% | +10,000+9.1% | Added |
| Deutsche Bank AG | 128,740 | $195.8M | 0.07% | −28,139−17.9% | Reduced |
| Heard Capital LLC | 134,327 | $204.3M | 10.67% | −17,225−11.4% | Reduced |
| Dimensional Fund Advisors LP | 139,886 | $212.7M | 0.05% | −2,958−2.1% | Reduced |
| Holocene Advisors, LP | 142,043 | $216.0M | 0.53% | +22,390+18.7% | Added |
| Neuberger Berman Group LLC | 152,728 | $232.2M | 0.18% | +8,559+5.9% | Added |
| National Pension Service | 160,499 | $244.1M | 0.21% | +33,386+26.3% | Added |
| Ameriprise Financial Inc | 165,187 | $251.1M | 0.06% | −18,192−9.9% | Reduced |
| DF Dent & Co Inc | 165,812 | $252.1M | 3.20% | −2,155−1.3% | Reduced |
| Swiss National Bank | 169,700 | $258.1M | 0.15% | +11,100+7.0% | Added |
| Brown Advisory Inc | 170,502 | $259.3M | 0.34% | −4,973−2.8% | Reduced |
| Canada Pension Plan Investment Board | 172,917 | $262.9M | 0.22% | −20,288−10.5% | Reduced |
| Blair William & Co | 172,953 | $263.0M | 0.73% | −2,268−1.3% | Reduced |
| Darsana Capital Partners LP | 175,000 | $266.1M | 7.60% | −25,000−12.5% | Reduced |
| Franklin Resources Inc | 181,668 | $276.3M | 0.07% | +3,153+1.8% | Added |
| Wells Fargo & Company | 183,723 | $279.4M | 0.06% | +4,905+2.7% | Added |
| Alkeon Capital Management LLC | 195,611 | $297.5M | 1.44% | −50,000−20.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 196,866 | $299.4M | 0.19% | +71,399+56.9% | Added |
| CIBC Private Wealth Group, LLC | 203,588 | $309.6M | 0.55% | −442−0.2% | Reduced |
| Vulcan Value Partners, LLC | 231,595 | $361.0M | 6.36% | −17,431−7.0% | Reduced |
| Nuveen, LLC | 275,867 | $419.5M | 0.12% | +154,383+127.1% | Added |
| Westfield Capital Management Co LP | 290,013 | $441.0M | 1.85% | −26,149−8.3% | Reduced |
| Bank of New York Mellon Corp | 293,238 | $445.9M | 0.08% | −15,376−5.0% | Reduced |
| Goldman Sachs Group Inc | 298,456 | $453.8M | 0.07% | +24,532+9.0% | Added |
| Legal & General Group Plc | 300,452 | $456.9M | 0.11% | +1,961+0.7% | Added |
| UBS Asset Management Americas Inc | 349,330 | $531.2M | 0.11% | −5,283−1.5% | Reduced |
| Bank of America Corp | 359,563 | $546.8M | 0.04% | +6,947+2.0% | Added |
| Charles Schwab Investment Management Inc | 372,858 | $567.0M | 0.10% | +9,127+2.5% | Added |
| Northern Trust Corp | 477,032 | $725.4M | 0.10% | +4,047+0.9% | Added |
| Invesco Ltd. | 485,618 | $738.5M | 0.13% | +19,774+4.2% | Added |
| Stockbridge Partners LLC | 532,551 | $809.8M | 15.83% | −45,700−7.9% | Reduced |
| UBS Group AG | 556,399 | $846.1M | 0.18% | +205,990+58.8% | Added |
| Primecap Management Co | 557,923 | $848.4M | 0.67% | +45,079+8.8% | Added |
| Edgewood Management LLC | 696,211 | $1.06B | 3.37% | +40,837+6.2% | Added |
| Windacre Partnership LLC | 712,700 | $1.08B | 14.85% | −9,300−1.3% | Reduced |
| Price T Rowe Associates Inc | 719,688 | $1.09B | 0.12% | +302,834+72.6% | Added |
| Norges Bank | 838,486 | $1.28B | 0.16% | +65,894+8.5% | Added |
| Morgan Stanley | 947,275 | $1.44B | 0.09% | −469,699−33.1% | Reduced |