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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 2,490 | $3.79M | 0.04% | −235−8.6% | Reduced |
| Miura Global Management, LLC | 2,500 | $3.80M | 4.08% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 2,500 | $3.80M | 1.38% | +1,000+66.7% | Added |
| Commonwealth Equity Services, LLC | 2,515 | $3.82M | 0.01% | +251+11.1% | Added |
| Generali Asset Management SPA SGR | 2,526 | $3.84M | 0.09% | +22+0.9% | Added |
| Nebula Research & Development LLC | 2,575 | $3.92M | 0.33% | +2,078+418.1% | Added |
| Stratos Wealth Partners, LTD. | 2,576 | $3.92M | 0.05% | +135+5.5% | Added |
| Wellington Management Group LLP | 2,584 | $3.93M | 0.00% | +260+11.2% | Added |
| Intech Investment Management LLC | 2,584 | $3.93M | 0.04% | −112−4.2% | Reduced |
| Allianz SE | 2,594 | $3.94M | 0.09% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,600 | $3.95M | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,612 | $3.97M | 0.02% | +361+16.0% | Added |
| Mezzasalma Advisors, LLC | 2,632 | $4.00M | 1.20% | +32+1.2% | Added |
| Sustainable Insight Capital Management, LLC | 2,675 | $4.07M | 1.84% | +512+23.7% | Added |
| Texas Yale Capital Corp. | 2,686 | $4.08M | 0.13% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,687 | $4.09M | 0.09% | +142+5.6% | Added |
| Marks Group Wealth Management, Inc | 2,694 | $4.10M | 0.38% | −4−0.1% | Reduced |
| Bessemer Group Inc | 2,738 | $4.16M | 0.01% | +80+3.0% | Added |
| Allen Operations LLC | 2,764 | $4.20M | 0.58% | 00.0% | Unchanged |
| Snider Financial Group | 2,764 | $4.20M | 1.21% | +16+0.6% | Added |
| Chesley Taft & Associates LLC | 2,774 | $4.22M | 0.19% | +98+3.7% | Added |
| Glenmede Investment Management, LP | 2,784 | $4.23M | 0.02% | +2,784 | New |
| Cinctive Capital Management LP | 2,805 | $4.27M | 0.24% | +1,537+121.2% | Added |
| Ilex Capital Partners (UK) LLP | 2,807 | $4.27M | 0.14% | +2,807 | New |
| Rational Advisors LLC | 2,836 | $4.31M | 0.43% | +2,136+305.1% | Added |
| Pitcairn Co | 2,838 | $4.32M | 0.28% | −15−0.5% | Reduced |
| Csenge Advisory Group | 2,940 | $4.32M | 0.23% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,876 | $4.37M | 0.15% | −383−11.8% | Reduced |
| Motley Fool Asset Management LLC | 2,876 | $4.37M | 0.20% | +267+10.2% | Added |
| Cloverfields Capital Group, LP | 2,901 | $4.41M | 1.31% | −51−1.7% | Reduced |
| Mirabella Financial Services LLP | 2,916 | $4.43M | 0.47% | +2,916 | New |
| Bokf, NA | 2,925 | $4.45M | 0.07% | −47−1.6% | Reduced |
| Steamboat Capital Partners, LLC | 2,928 | $4.45M | 1.27% | +1,499+104.9% | Added |
| Empowered Funds, LLC | 2,928 | $4.45M | 0.05% | +1,556+113.4% | Added |
| Securian Asset Management, Inc | 2,936 | $4.46M | 0.13% | −41−1.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,984 | $4.54M | 1.14% | +2,391+403.2% | Added |
| Catalyst Capital Advisors LLC | 2,986 | $4.54M | 0.09% | −135−4.3% | Reduced |
| MML Investors Services, LLC | 2,999 | $4.56M | 0.01% | +68+2.3% | Added |
| Louisiana State Employees Retirement System | 3,000 | $4.56M | 0.08% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,002 | $4.56M | 0.04% | −766−20.3% | Reduced |
| Broadleaf Partners, LLC | 3,051 | $4.64M | 1.02% | −2−0.1% | Reduced |
| Duncker Streett & Co Inc | 3,060 | $4.65M | 0.85% | +24+0.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,172 | $4.82M | 0.86% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 3,181 | $4.84M | 0.11% | +3,181 | New |
| Norinchukin Bank, The | 3,220 | $4.90M | 0.07% | −91−2.7% | Reduced |
| GKV Capital Management Co., Inc. | 3,258 | $4.95M | 2.19% | −25−0.8% | Reduced |
| Thrivent Financial for Lutherans | 3,274 | $4.98M | 0.01% | −448−12.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,274 | $4.98M | 0.08% | +179+5.8% | Added |
| George Kaiser Family Foundation | 3,377 | $5.14M | 0.74% | +3,168+1,515.8% | Added |
| Hartford Investment Management Co | 3,390 | $5.15M | 0.16% | −34−1.0% | Reduced |
| Dorsey Wright & Associates | 3,445 | $5.24M | 1.25% | +155+4.7% | Added |
| Whitford Management LLC | 3,455 | $5.25M | 5.58% | +100+3.0% | Added |
| Threadgill Financial, LLC | 3,458 | $5.26M | 2.81% | +3,458 | New |
| Kentucky Retirement Systems | 3,488 | $5.30M | 0.16% | −229−6.2% | Reduced |
| Alberta Investment Management Corp | 3,500 | $5.32M | 0.04% | −100−2.8% | Reduced |
| Pier 88 Investment Partners LLC | 3,575 | $5.44M | 1.01% | +2,270+173.9% | Added |
| Sigma Investment Counselors Inc | 3,576 | $5.44M | 0.30% | +140+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 3,633 | $5.52M | 0.07% | −685−15.9% | Reduced |
| Partners Capital Investment Group, LLP | 3,648 | $5.55M | 0.22% | −4,593−55.7% | Reduced |
| Spire Wealth Management | 3,794 | $5.62M | 0.20% | −1,785−32.0% | Reduced |
| CIBC World Markets Inc. | 3,710 | $5.64M | 0.01% | +95+2.6% | Added |
| Verition Fund Management LLC | 3,714 | $5.65M | 0.03% | +3,714 | New |
| Diversified Trust Co | 3,730 | $5.67M | 0.13% | +182+5.1% | Added |
| Clearstead Advisors, LLC | 3,738 | $5.68M | 0.08% | +148+4.1% | Added |
| National Philanthropic Trust | 3,786 | $5.76M | 0.08% | +4+0.1% | Added |
| NEOS Investment Management LLC | 3,804 | $5.78M | 0.07% | +3,038+396.6% | Added |
| Chicago Partners Investment Group LLC | 3,624 | $5.79M | 0.17% | −12−0.3% | Reduced |
| Univest Financial Corp | 3,829 | $5.82M | 0.35% | −52−1.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,874 | $5.89M | 0.01% | +1,910+97.3% | Added |
| Mizuho Securities USA LLC | 3,883 | $5.90M | 0.13% | +3,883 | New |
| Covenant Asset Management, LLC | 3,916 | $5.95M | 1.22% | +8+0.2% | Added |
| Atria Investments LLC | 3,928 | $5.97M | 0.07% | +131+3.5% | Added |
| AIA Group Ltd | 3,928 | $5.97M | 0.13% | +735+23.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,941 | $5.99M | 0.02% | −5−0.1% | Reduced |
| UniSuper Management Pty Ltd | 3,988 | $6.06M | 0.04% | −100−2.4% | Reduced |
| Principal Securities, Inc. | 4,002 | $6.09M | 0.11% | +365+10.0% | Added |
| Kestra Advisory Services, LLC | 4,029 | $6.13M | 0.03% | +1,692+72.4% | Added |
| Nicholas Investment Partners, LP | 4,068 | $6.19M | 0.55% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,073 | $6.20M | 0.01% | −904−18.2% | Reduced |
| Truist Financial Corp | 4,137 | $6.29M | 0.01% | −4,292−50.9% | Reduced |
| Assetmark, Inc | 4,202 | $6.39M | 0.02% | +441+11.7% | Added |
| KP Management LLC | 4,250 | $6.46M | 2.62% | −250−5.6% | Reduced |
| Eos Management, L.P. | 4,309 | $6.55M | 2.84% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 4,327 | $6.58M | 0.03% | −3,293−43.2% | Reduced |
| Advisors Asset Management, Inc. | 4,343 | $6.60M | 0.12% | +66+1.5% | Added |
| Mainstay Capital Management LLC | 4,372 | $6.65M | 0.33% | +2,225+103.6% | Added |
| Kennedy Capital Management, Inc. | 4,386 | $6.67M | 0.16% | −778−15.1% | Reduced |
| Wetherby Asset Management Inc | 4,389 | $6.67M | 0.30% | +4,389 | New |
| Teachers Retirement System of the State of Kentucky | 4,404 | $6.70M | 0.05% | +60+1.4% | Added |
| Pacer Advisors, Inc. | 4,485 | $6.82M | 0.02% | −5,885−56.8% | Reduced |
| Caxton Associates LLP | 4,506 | $6.85M | 0.18% | +2,508+125.5% | Added |
| Frank, Rimerman Advisors LLC | 4,533 | $6.89M | 0.46% | +179+4.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,539 | $6.90M | 0.07% | +2,471+119.5% | Added |
| Kingsview Wealth Management, LLC | 4,588 | $6.98M | 0.12% | −97−2.1% | Reduced |
| SummitTX Capital, L.P. | 4,739 | $7.21M | 0.32% | +2,877+154.5% | Added |
| Riggs Asset Managment Co. Inc. | 4,814 | $7.32M | 1.80% | −52−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 4,825 | $7.34M | 0.13% | 00.0% | Unchanged |
| Ethic Inc. | 4,930 | $7.39M | 0.13% | +161+3.4% | Added |
| Geneva Partners, LLC | 4,874 | $7.41M | 2.94% | −616−11.2% | Reduced |
| IFM Investors Pty Ltd | 4,900 | $7.45M | 0.07% | +381+8.4% | Added |