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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, 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.

Institutional holdersQ2 2025: 1,111 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 heldQ2 2025: $82.3B
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, Q2 2025

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2025.

Institutions holding TDG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
VestGen Advisors, LLC1,100$1.69M0.07%−52−4.5%Reduced
Paragon Capital Management Inc1,118$1.70M1.30%−26−2.3%Reduced
Haverford Trust Co1,123$1.71M0.02%00.0%Unchanged
Oddo BHF Asset Management SAS1,129$1.72M0.07%−31−2.7%Reduced
Brighton Jones LLC1,129$1.72M0.05%+29+2.6%Added
Plato Investment Management Ltd1,163$1.76M0.13%00.0%Unchanged
Meeder Advisory Services, Inc.1,161$1.77M0.09%+2+0.2%Added
Vestcor Inc1,162$1.77M0.05%+57+5.2%Added
Hills Bank & Trust Co1,166$1.77M0.11%−24−2.0%Reduced
Merit Financial Group, LLC1,167$1.78M0.02%+354+43.5%Added
Gateway Investment Advisers LLC1,174$1.79M0.02%−11−0.9%Reduced
Polymer Capital Management (US) LLC1,176$1.79M0.29%+52+4.6%Added
Wolverine Asset Management LLC1,191$1.81M0.03%+50+4.4%Added
SPX Equities Gestao de Recursos Ltda1,200$1.82M0.17%+400+50.0%Added
Qtron Investments LLC1,201$1.83M0.23%00.0%Unchanged
MUFG Securities Americas Inc.1,245$1.89M0.16%+252+25.4%Added
BNP Paribas1,265$1.91M0.06%+1,265New
Radnor Capital Management, LLC1,255$1.91M0.30%+460+57.9%Added
Integrated Advisors Network LLC1,264$1.92M0.09%+5+0.4%Added
Jones Financial Companies LLLP1,287$1.93M0.00%+238+22.7%Added
Valmark Advisers, Inc.1,285$1.95M0.03%+10+0.8%Added
SRS Capital Advisors, Inc.1,286$1.96M0.09%+108+9.2%Added
Linden Thomas Advisory Services, LLC1,293$1.97M0.22%−24−1.8%Reduced
Callan Family Office, LLC1,302$1.98M0.06%+727+126.4%Added
Accretive Wealth Partners, LLC1,311$1.99M0.65%−1−0.1%Reduced
Ascent Group, LLC1,325$2.01M0.08%+76+6.1%Added
Boothbay Fund Management, LLC1,328$2.02M0.06%+935+237.9%Added
United Capital Financial Advisers, LLC1,339$2.04M0.02%+9+0.7%Added
Kestra Private Wealth Services, LLC1,347$2.05M0.03%−1,691−55.7%Reduced
Navellier & Associates Inc1,352$2.06M0.25%+11+0.8%Added
MONECO Advisors, LLC1,368$2.08M0.19%+1,368New
Brinker Capital Investments, LLC1,380$2.10M0.02%+28+2.1%Added
RSM US Wealth Management LLC1,394$2.12M0.03%+67+5.0%Added
Horizon Investments, LLC1,408$2.14M0.03%+601+74.5%Added
PFG Advisors1,420$2.16M0.10%+230+19.3%Added
Blue Fin Capital, Inc.1,442$2.19M0.37%+42+3.0%Added
Western Financial Corp1,455$2.21M1.19%−9−0.6%Reduced
Kentucky Retirement Systems Insurance Trust Fund1,481$2.25M0.16%−102−6.4%Reduced
Alaethes Wealth LLC1,519$2.31M0.69%+54+3.7%Added
Centaurus Financial, Inc.1,530$2.33M0.14%−74−4.6%Reduced
Element Squared LLC1,542$2.34M1.46%+1,542New
Oppenheimer & Co Inc1,553$2.36M0.03%−70−4.3%Reduced
Cambridge Investment Research Advisors, Inc.1,562$2.38M0.01%−296−15.9%Reduced
Greenleaf Trust1,563$2.38M0.02%−42−2.6%Reduced
Guerra Pan Advisors, LLC1,609$2.45M1.61%+87+5.7%Added
Groupe la Francaise1,643$2.50M0.04%+1,643New
Federation des caisses Desjardins du Quebec1,648$2.51M0.01%−183−10.0%Reduced
Aurora Investment Managers, LLC.1,655$2.52M1.52%00.0%Unchanged
Palisade Capital Management LLC1,700$2.59M0.07%00.0%Unchanged
Sit Investment Associates Inc1,710$2.60M0.06%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,710$2.60M0.03%+1,433+517.3%Added
Capstone Investment Advisors, LLC1,750$2.66M0.02%+1,750New
Diversify Wealth Management, LLC1,902$2.68M0.17%+135+7.6%Added
Summit Trail Advisors, LLC1,781$2.71M0.05%+1,781New
Allianz Asset Management GmbH1,782$2.71M0.00%−1,837−50.8%Reduced
Tokio Marine Asset Management Co Ltd1,785$2.71M0.10%+92+5.4%Added
Northwestern Mutual Investment Management Company, LLC1,792$2.72M0.04%+9+0.5%Added
Sumitomo Life Insurance Co1,808$2.75M0.19%−113−5.9%Reduced
Roundview Capital LLC1,839$2.80M0.19%+179+10.8%Added
We Are One Seven, LLC1,877$2.85M0.09%−47−2.4%Reduced
HCR Wealth Advisors1,878$2.86M0.34%+9+0.5%Added
Empirical Finance, LLC1,879$2.86M0.15%+15+0.8%Added
Susquehanna Fundamental Investments, LLC1,904$2.90M0.08%−4,174−68.7%Reduced
Concentric Capital Strategies, LP1,919$2.92M0.16%+1,747+1,015.7%Added
Hixon Zuercher, LLC1,928$2.93M0.95%+1+0.1%Added
Cavalier Investments, LLC1,929$2.93M0.89%−23−1.2%Reduced
Kornitzer Capital Management Inc1,946$2.96M0.06%−400−17.1%Reduced
Alliance Wealth Advisors, LLC1,959$2.98M1.62%−74−3.6%Reduced
Paragon Advisors, LLC1,969$2.99M0.78%+169+9.4%Added
Goodman Advisory Group, LLC1,973$3.00M1.02%+597+43.4%Added
Captrust Financial Advisors1,981$3.01M0.01%−40−2.0%Reduced
Vinva Investment Management Ltd2,011$3.01M0.08%+217+12.1%Added
Omers Administration Corp1,994$3.03M0.02%00.0%Unchanged
Winton Group Ltd2,000$3.04M0.16%+2,000New
Metis Global Partners, LLC2,003$3.05M0.08%−257−11.4%Reduced
Aspiriant, LLC2,006$3.05M0.10%−14−0.7%Reduced
Investment Management Corp of Ontario2,030$3.09M0.04%−200−9.0%Reduced
Glenview Trust Co2,047$3.11M0.05%+622+43.6%Added
Wiley Bros.-Aintree Capital, LLC2,055$3.13M0.02%+288+16.3%Added
GWM Advisors LLC2,064$3.14M0.02%+1,248+152.9%Added
Commerce Bank2,068$3.14M0.02%+115+5.9%Added
Squarepoint Ops LLC2,088$3.18M0.01%+4+0.2%Added
Beese Fulmer Investment Management, Inc.2,093$3.18M0.24%+27+1.3%Added
Graham Capital Management, L.P.2,108$3.21M0.10%+1,493+242.8%Added
Kovitz Investment Group Partners, LLC2,121$3.23M0.01%+15+0.7%Added
Cyndeo Wealth Partners, LLC2,123$3.23M0.19%+124+6.2%Added
AG2R la Mondiale Gestion D'Actifs2,128$3.24M0.17%00.0%Unchanged
Exchange Traded Concepts, LLC2,170$3.30M0.04%+2,060+1,872.7%Added
WoodTrust Financial Corp2,175$3.31M0.46%+75+3.6%Added
X-Square Capital, LLC2,215$3.37M1.21%+36+1.7%Added
Healthcare of Ontario Pension Plan Trust Fund2,240$3.41M0.01%+1,571+234.8%Added
Mercer Global Advisors Inc2,260$3.44M0.01%−135−5.6%Reduced
Lido Advisors, LLC2,268$3.45M0.02%+342+17.8%Added
Brevan Howard Capital Management LP2,274$3.46M0.04%+1,478+185.7%Added
Level Four Advisory Services, LLC2,291$3.48M0.13%−219−8.7%Reduced
Gallo Partners, LP2,301$3.50M2.29%+2,301New
Rockingstone Advisors LLC2,326$3.54M1.86%−692−22.9%Reduced
Vanderbilt University2,334$3.55M0.67%+2,334New
Family Legacy, Inc.2,375$3.61M1.17%+18+0.8%Added
Knollwood Investment Advisory, LLC2,478$3.77M0.36%00.0%Unchanged