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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 4,962 | $7.55M | 0.01% | +267+5.7% | Added |
| Simplex Trading, LLC | 4,966 | $7.55M | 0.20% | +4,718+1,902.4% | Added |
| Scholtz & Company, LLC | 4,967 | $7.55M | 3.32% | −103−2.0% | Reduced |
| Prospera Financial Services Inc | 5,007 | $7.62M | 0.14% | +5,007 | New |
| Brown Brothers Harriman & Co | 5,038 | $7.66M | 0.05% | +55+1.1% | Added |
| Barbara Oil Co. | 5,065 | $7.70M | 3.03% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 5,300 | $8.06M | 0.28% | +1,500+39.5% | Added |
| Edgestream Partners, L.P. | 5,337 | $8.12M | 0.23% | +201+3.9% | Added |
| Baird Financial Group, Inc. | 5,397 | $8.21M | 0.01% | +332+6.6% | Added |
| Bain Capital Public Equity, LP | 5,433 | $8.26M | 5.47% | +663+13.9% | Added |
| Mackenzie Financial Corp | 5,479 | $8.33M | 0.01% | −415−7.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,559 | $8.45M | 0.02% | −307−5.2% | Reduced |
| Quest Investment Management LLC | 5,624 | $8.55M | 0.94% | +3,457+159.5% | Added |
| HB Wealth Management, LLC | 5,706 | $8.68M | 0.07% | +103+1.8% | Added |
| Sterling Capital Management LLC | 5,708 | $8.68M | 0.12% | +61+1.1% | Added |
| Phoenix Holdings Ltd. | 5,725 | $8.71M | 0.11% | +809+16.5% | Added |
| Northwestern Mutual Wealth Management Co | 5,798 | $8.82M | 0.01% | +86+1.5% | Added |
| Keybank National Association | 5,825 | $8.86M | 0.03% | +73+1.3% | Added |
| OP Asset Management Ltd | 5,943 | $9.04M | 0.13% | +128+2.2% | Added |
| M&T Bank Corp | 5,966 | $9.07M | 0.03% | +8+0.1% | Added |
| Crystal Rock Capital Management | 6,090 | $9.26M | 5.34% | −830−12.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,096 | $9.27M | 0.06% | +538+9.7% | Added |
| EP Wealth Advisors, LLC | 6,124 | $9.31M | 0.06% | −180−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 6,157 | $9.36M | 0.06% | +71+1.2% | Added |
| Swiss Life Asset Management Ltd | 6,160 | $9.37M | 0.06% | +844+15.9% | Added |
| Ancora Advisors, LLC | 6,164 | $9.37M | 0.20% | −694−10.1% | Reduced |
| Pennant Select, LLC | 6,200 | $9.43M | 7.23% | −400−6.1% | Reduced |
| Sanctuary Advisors, LLC | 6,234 | $9.48M | 0.06% | +167+2.8% | Added |
| Dilation Capital Management LP | 6,243 | $9.49M | 5.06% | +1,928+44.7% | Added |
| Advisor Group Holdings, Inc. | 6,379 | $9.49M | 0.02% | +2,163+51.3% | Added |
| ASR Vermogensbeheer N.V. | 6,257 | $9.51M | 0.12% | +6,257 | New |
| GF Fund Management Co. Ltd. | 6,261 | $9.52M | 0.19% | −326−4.9% | Reduced |
| Q Global Advisors, LLC | 6,276 | $9.54M | 8.03% | −1,045−14.3% | Reduced |
| State of Alaska, Department of Revenue | 6,320 | $9.61M | 0.10% | −250−3.8% | Reduced |
| Equitable Trust Co | 6,371 | $9.69M | 0.48% | +484+8.2% | Added |
| Mutual of America Capital Management LLC | 6,431 | $9.78M | 0.11% | −83−1.3% | Reduced |
| Mediolanum International Funds Ltd | 6,603 | $9.90M | 0.12% | −59−0.9% | Reduced |
| Legal Advantage Investments, Inc. | 6,527 | $9.93M | 4.64% | +500+8.3% | Added |
| Macquarie Group Ltd | 6,731 | $10.2M | 0.01% | −1,311−16.3% | Reduced |
| Cerity Partners LLC | 6,765 | $10.3M | 0.02% | +171+2.6% | Added |
| Calamos Advisors LLC | 6,800 | $10.3M | 0.04% | +6,800 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,887 | $10.5M | 0.10% | +1,200+21.1% | Added |
| Wealthfront Advisers LLC | 6,890 | $10.5M | 0.03% | +359+5.5% | Added |
| Janus Henderson Group PLC | 6,991 | $10.6M | 0.01% | −596−7.9% | Reduced |
| CIBC World Markets Corp | 7,063 | $10.7M | 0.07% | +291+4.3% | Added |
| JustInvest LLC | 7,077 | $10.8M | 0.12% | +1,656+30.5% | Added |
| Yousif Capital Management, LLC | 7,110 | $10.8M | 0.12% | −75−1.0% | Reduced |
| Vident Advisory, LLC | 7,116 | $10.8M | 0.12% | +1,321+22.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,287 | $11.1M | 0.13% | +1,457+25.0% | Added |
| Pathstone Holdings, LLC | 7,363 | $11.2M | 0.04% | +396+5.7% | Added |
| Delta Investment Management, LLC | 7,393 | $11.2M | 2.16% | −10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,397 | $11.2M | 0.04% | −150−2.0% | Reduced |
| DuPont Capital Management Corp | 7,551 | $11.5M | 1.23% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 7,564 | $11.5M | 2.87% | −50−0.7% | Reduced |
| New York Life Investment Management LLC | 7,641 | $11.6M | 0.11% | +138+1.8% | Added |
| CIBC Asset Management Inc | 7,767 | $11.8M | 0.04% | −694−8.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,860 | $12.0M | 0.09% | +630+8.7% | Added |
| Brasada Capital Management, LP | 7,855 | $12.0M | 2.03% | −63−0.8% | Reduced |
| Shell Asset Management Co | 8,068 | $12.3M | 0.42% | −566−6.6% | Reduced |
| Smith, Salley & Associates | 8,140 | $12.4M | 0.72% | +259+3.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,390 | $12.8M | 0.12% | +472+6.0% | Added |
| Daiwa Securities Group Inc. | 8,496 | $12.9M | 0.05% | +498+6.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,680 | $13.2M | 0.12% | +27+0.3% | Added |
| Advisory Services Network, LLC | 8,232 | $13.2M | 0.21% | −753−8.4% | Reduced |
| Red Door Wealth Management, LLC | 8,714 | $13.3M | 1.58% | +486+5.9% | Added |
| Xponance, Inc. | 8,752 | $13.3M | 0.11% | +190+2.2% | Added |
| Asset Planning,Inc | 8,809 | $13.4M | 10.10% | +20+0.2% | Added |
| British Columbia Investment Management Corp | 8,827 | $13.4M | 0.08% | −1,928−17.9% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 8,839 | $13.4M | 9.04% | −1,644−15.7% | Reduced |
| Utah Retirement Systems | 8,996 | $13.7M | 0.14% | −6−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,052 | $13.8M | 0.34% | +6,698+284.5% | Added |
| Railway Pension Investments Ltd | 9,100 | $13.8M | 0.20% | −100−1.1% | Reduced |
| Oak Ridge Investments LLC | 9,100 | $13.8M | 0.99% | +134+1.5% | Added |
| Stephens Inc | 9,152 | $13.9M | 0.19% | +161+1.8% | Added |
| Man Group plc | 9,210 | $14.0M | 0.03% | +1,741+23.3% | Added |
| Waratah Capital Advisors Ltd. | 9,381 | $14.3M | 0.97% | −3,194−25.4% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 9,390 | $14.3M | 6.24% | −2,110−18.3% | Reduced |
| USS Investment Management Ltd | 9,643 | $14.7M | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,663 | $14.7M | 0.03% | +1,119+13.1% | Added |
| AMS Capital Ltda | 9,693 | $14.7M | 5.57% | +1,081+12.6% | Added |
| Pittenger & Anderson Inc | 9,818 | $14.9M | 0.55% | +49+0.5% | Added |
| Teacher Retirement System of Texas | 9,829 | $14.9M | 0.06% | −999−9.2% | Reduced |
| Fairbanks Capital Management, Inc. | 10,207 | $15.5M | 8.84% | +79+0.8% | Added |
| Natixis | 10,226 | $15.6M | 0.08% | +10,226 | New |
| Dai-Ichi Life Insurance Company, Ltd | 10,580 | $16.1M | 0.45% | +32+0.3% | Added |
| Churchill Management Corp | 10,591 | $16.1M | 0.17% | +3,333+45.9% | Added |
| Cat Rock Capital Management LP | 10,736 | $16.3M | 2.06% | +5,100+90.5% | Added |
| Robeco Institutional Asset Management B.V. | 10,790 | $16.4M | 0.03% | +3,543+48.9% | Added |
| Broad Run Investment Management, LLC | 10,801 | $16.4M | 2.52% | −2,000−15.6% | Reduced |
| Fifth Third Bancorp | 10,944 | $16.6M | 0.06% | −424−3.7% | Reduced |
| Rafferty Asset Management, LLC | 11,003 | $16.7M | 0.06% | +2,746+33.3% | Added |
| Varma Mutual Pension Insurance Co | 11,020 | $16.8M | 0.12% | −100−0.9% | Reduced |
| Linonia Partnership LP | 11,022 | $16.8M | 0.55% | −22,137−66.8% | Reduced |
| Forsta Ap-Fonden | 11,200 | $17.0M | 0.11% | −100−0.9% | Reduced |
| Bank of Nova Scotia | 11,270 | $17.1M | 0.04% | −30,589−73.1% | Reduced |
| Creative Planning | 11,273 | $17.1M | 0.01% | +1,957+21.0% | Added |
| Amalgamated Bank | 11,392 | $17.3M | 0.13% | +235+2.1% | Added |
| Millennium Management LLC | 11,494 | $17.5M | 0.02% | −21,164−64.8% | Reduced |
| Rockefeller Capital Management L.P. | 11,503 | $17.5M | 0.04% | +647+6.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 11,742 | $17.9M | 0.10% | −217−1.8% | Reduced |