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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 46,267 | $70.4M | 0.25% | −608−1.3% | Reduced |
| Mar Vista Investment Partners LLC | 45,722 | $69.5M | 5.32% | −4,670−9.3% | Reduced |
| Tudor Investment Corp Et Al | 45,433 | $69.1M | 0.52% | +40,127+756.3% | Added |
| New York State Teachers Retirement System | 44,592 | $67.8M | 0.14% | +100.0% | Added |
| Artemis Investment Management LLP | 42,903 | $65.2M | 0.84% | +42,903 | New |
| EULAV Asset Management | 42,657 | $64.9M | 1.52% | −45,600−51.7% | Reduced |
| Aviva PLC | 41,877 | $63.7M | 0.13% | +30,721+275.4% | Added |
| Standard Life Aberdeen plc | 40,537 | $61.6M | 0.10% | +1,843+4.8% | Added |
| Colony Group, LLC | 40,192 | $61.1M | 0.13% | +1,397+3.6% | Added |
| National Bank of Canada | 39,264 | $59.7M | 0.06% | −2,405−5.8% | Reduced |
| Capital International Inc | 39,149 | $59.5M | 0.58% | +594+1.5% | Added |
| Symmetry Investments LP | 38,583 | $58.7M | 4.91% | +33,867+718.1% | Added |
| Chilton Capital Management LLC | 38,474 | $58.5M | 2.14% | +8,041+26.4% | Added |
| Ci Investments Inc. | 37,654 | $57.3M | 0.21% | −8,319−18.1% | Reduced |
| KLP Kapitalforvaltning AS | 37,292 | $56.7M | 0.24% | +1,600+4.5% | Added |
| Ossiam | 37,040 | $56.3M | 0.63% | +187+0.5% | Added |
| Manufacturers Life Insurance Company, The | 36,883 | $56.1M | 0.05% | −1,206−3.2% | Reduced |
| Massachusetts Financial Services Co | 35,729 | $54.3M | 0.02% | −12,638−26.1% | Reduced |
| Storebrand Asset Management AS | 35,044 | $53.3M | 0.15% | +4,795+15.9% | Added |
| Crow's Nest Holdings LP | 35,000 | $53.2M | 11.74% | −5,500−13.6% | Reduced |
| Regions Financial Corp | 34,875 | $53.0M | 0.37% | −160.0% | Reduced |
| APG Asset Management N.V. | 39,981 | $51.8M | 0.15% | +978+2.5% | Added |
| Cookson Peirce & Co Inc | 33,794 | $51.4M | 2.26% | −758−2.2% | Reduced |
| Cypress Funds LLC | 33,344 | $50.7M | 5.94% | +5,545+19.9% | Added |
| Ampfield Management, L.P. | 33,305 | $50.6M | 53.43% | −660−1.9% | Reduced |
| SEI Investments Co | 33,032 | $50.2M | 0.06% | +6,068+22.5% | Added |
| Prudential Financial Inc | 32,532 | $49.5M | 0.06% | +2,668+8.9% | Added |
| Advent International Corp | 32,154 | $48.9M | 1.59% | −7,375−18.7% | Reduced |
| Praesidium Investment Management Company, LLC | 32,086 | $48.8M | 8.60% | +32,086 | New |
| Ensign Peak Advisors, Inc | 31,758 | $48.3M | 0.08% | −2,098−6.2% | Reduced |
| State of Wisconsin Investment Board | 31,273 | $47.6M | 0.12% | −1,629−5.0% | Reduced |
| Asset Management One Co.,Ltd. | 30,978 | $47.1M | 0.15% | +114+0.4% | Added |
| Alyeska Investment Group, L.P. | 30,141 | $45.8M | 0.16% | +30,141 | New |
| Chevy Chase Trust Holdings, Inc. | 29,764 | $45.3M | 0.13% | +292+1.0% | Added |
| DekaBank Deutsche Girozentrale | 29,877 | $44.9M | 0.08% | +555+1.9% | Added |
| CBIZ Investment Advisory Services, LLC | 29,103 | $44.3M | 1.96% | −242−0.8% | Reduced |
| Royal London Asset Management Ltd | 29,035 | $44.2M | 0.10% | −1,959−6.3% | Reduced |
| Employees Retirement System of Texas | 28,949 | $44.0M | 0.36% | −30,980−51.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,875 | $43.9M | 0.08% | +1,093+3.9% | Added |
| Korea Investment CORP | 28,787 | $43.8M | 0.10% | −6,172−17.7% | Reduced |
| J. Goldman & Co LP | 27,498 | $41.8M | 1.31% | −388−1.4% | Reduced |
| BRX Global LP | 27,149 | $41.3M | 34.88% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 26,792 | $40.7M | 0.04% | +318+1.2% | Added |
| Mill Capital Management, LLC | 26,107 | $39.7M | 3.11% | −78−0.3% | Reduced |
| LPL Financial LLC | 25,823 | $39.3M | 0.01% | +3,274+14.5% | Added |
| Treasurer of the State of North Carolina | 25,821 | $39.3M | 0.13% | +902+3.6% | Added |
| iA Global Asset Management Inc. | 25,106 | $38.2M | 0.57% | −1,069−4.1% | Reduced |
| One Madison Group LLC | 25,000 | $38.0M | 4.01% | +6,000+31.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 24,420 | $37.1M | 0.09% | −675−2.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,290 | $36.9M | 0.04% | +100.0% | Added |
| First Trust Advisors LP | 24,088 | $36.6M | 0.03% | −5,324−18.1% | Reduced |
| State of Tennessee, Treasury Department | 23,720 | $36.1M | 0.13% | +3,647+18.2% | Added |
| Fred Alger Management, LLC | 23,712 | $36.1M | 0.16% | −26,125−52.4% | Reduced |
| East Coast Asset Management, LLC. | 23,628 | $35.9M | 11.92% | −49−0.2% | Reduced |
| Capital International Sarl | 23,427 | $35.6M | 0.68% | +567+2.5% | Added |
| TCW Group Inc | 23,226 | $35.3M | 0.28% | +1,276+5.8% | Added |
| Nisa Investment Advisors, LLC | 23,051 | $35.1M | 0.16% | +5,502+31.4% | Added |
| SG Americas Securities, LLC | 22,954 | $34.9M | 0.15% | +22,114+2,632.6% | Added |
| Toronto Dominion Bank | 22,785 | $34.6M | 0.07% | +3,083+15.6% | Added |
| Baskin Financial Services Inc. | 22,557 | $34.3M | 2.59% | −81−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 22,545 | $34.3M | 0.12% | +153+0.7% | Added |
| Great West Life Assurance Co | 22,498 | $34.2M | 0.05% | +961+4.5% | Added |
| DnB Asset Management AS | 22,329 | $34.0M | 0.14% | +2,346+11.7% | Added |
| Qube Research & Technologies Ltd | 22,172 | $33.7M | 0.05% | −20,240−47.7% | Reduced |
| Titan Global Capital Management USA LLC | 21,951 | $33.4M | 5.26% | −999−4.4% | Reduced |
| Susquehanna International Group, LLP | 21,771 | $33.1M | 0.05% | +9,384+75.8% | Added |
| Anabranch Capital Management, LP | 21,419 | $32.6M | 19.45% | 00.0% | Unchanged |
| Oakcliff Capital Partners, LP | 21,293 | $32.4M | 16.18% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 20,900 | $31.8M | 0.22% | +400+2.0% | Added |
| TD Asset Management Inc | 20,619 | $31.4M | 0.03% | +536+2.7% | Added |
| Nomura Asset Management Co Ltd | 20,274 | $30.8M | 0.08% | +817+4.2% | Added |
| Oakmont Corp | 19,904 | $30.3M | 5.30% | −70−0.4% | Reduced |
| Pennant Investors, LP | 19,871 | $30.2M | 9.04% | −6,700−25.2% | Reduced |
| Gotham Asset Management, LLC | 19,540 | $29.7M | 0.18% | +371+1.9% | Added |
| Eisler Capital Management Ltd. | 19,330 | $29.5M | 1.01% | +19,330 | New |
| Howland Capital Management LLC | 19,172 | $29.2M | 1.19% | +723+3.9% | Added |
| Zimmer Partners, LP | 18,700 | $28.4M | 0.65% | +2,170+13.1% | Added |
| State of New Jersey Common Pension Fund D | 18,645 | $28.4M | 0.11% | +75+0.4% | Added |
| Capital International Ltd | 18,507 | $28.1M | 1.08% | +1,046+6.0% | Added |
| Victory Capital Management Inc | 18,314 | $27.8M | 0.02% | −742−3.9% | Reduced |
| Artisan Partners Limited Partnership | 18,308 | $27.8M | 0.04% | −31,804−63.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 18,249 | $27.7M | 0.14% | +871+5.0% | Added |
| Woodline Partners LP | 18,202 | $27.7M | 0.15% | +11,843+186.2% | Added |
| Comerica Bank | 18,042 | $27.4M | 0.11% | −400−2.2% | Reduced |
| Nissay Asset Management Corp | 17,488 | $26.6M | 0.16% | +257+1.5% | Added |
| Archon Partners LLC | 17,300 | $26.3M | 3.03% | 00.0% | Unchanged |
| Coalescence Partners Investment Management, LP | 17,064 | $25.9M | 6.80% | +8,285+94.4% | Added |
| Allspring Global Investments Holdings, LLC | 16,536 | $25.0M | 0.04% | +2,389+16.9% | Added |
| Arizona State Retirement System | 16,395 | $24.9M | 0.14% | −107−0.6% | Reduced |
| Janney Montgomery Scott LLC | 16,345 | $24.9M | 0.06% | +1,914+13.3% | Added |
| Mariner, LLC | 16,322 | $24.8M | 0.04% | −1,970−10.8% | Reduced |
| Soroban Capital Partners LP | 15,562 | $23.7M | 0.23% | +15,562 | New |
| HighTower Advisors, LLC | 15,389 | $23.4M | 0.03% | +1,237+8.7% | Added |
| Quantinno Capital Management LP | 15,250 | $23.2M | 0.10% | +2,082+15.8% | Added |
| GW&K Investment Management, LLC | 15,206 | $23.1M | 0.21% | −303−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 213,775 | $23.0M | 0.12% | +200,949+1,566.7% | Added |
| Rheos Capital Works Inc. | 15,000 | $22.8M | 1.31% | 00.0% | Unchanged |
| MetLife Investment Management | 14,739 | $22.4M | 0.13% | −281−1.9% | Reduced |
| AQR Capital Management LLC | 14,643 | $22.2M | 0.02% | −19,372−57.0% | Reduced |
| Goodnow Investment Group, LLC | 14,327 | $21.8M | 2.03% | −360−2.5% | Reduced |