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 |
|---|---|---|---|---|---|
| Maestria Partners LLC | 14,152 | $21.5M | 7.48% | −1,166−7.6% | Reduced |
| Lynwood Price Capital Management LP | 14,000 | $21.3M | 10.58% | +3,200+29.6% | Added |
| Los Angeles Capital Management LLC | 13,960 | $21.2M | 0.08% | −20−0.1% | Reduced |
| Czech National Bank | 13,729 | $20.9M | 0.16% | +848+6.6% | Added |
| Pinnacle Financial Partners Inc | 12,971 | $19.7M | 0.41% | −287−2.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 12,834 | $19.5M | 0.21% | −115−0.9% | Reduced |
| Citadel Advisors LLC | 12,763 | $19.4M | 0.02% | +12,763 | New |
| Scopus Asset Management, L.P. | 12,522 | $19.0M | 0.51% | −3,228−20.5% | Reduced |
| Bluegrass Capital Partners LP | 12,500 | $19.0M | 13.17% | +2,500+25.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,890 | $18.1M | 0.06% | +629+5.6% | Added |
| PYA Waltman Capital, LLC | 11,807 | $18.0M | 5.17% | +420+3.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 11,742 | $17.9M | 0.10% | −217−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 11,503 | $17.5M | 0.04% | +647+6.0% | Added |
| Millennium Management LLC | 11,494 | $17.5M | 0.02% | −21,164−64.8% | Reduced |
| Amalgamated Bank | 11,392 | $17.3M | 0.13% | +235+2.1% | Added |
| Creative Planning | 11,273 | $17.1M | 0.01% | +1,957+21.0% | Added |
| Bank of Nova Scotia | 11,270 | $17.1M | 0.04% | −30,589−73.1% | Reduced |
| Forsta Ap-Fonden | 11,200 | $17.0M | 0.11% | −100−0.9% | Reduced |
| Linonia Partnership LP | 11,022 | $16.8M | 0.55% | −22,137−66.8% | Reduced |
| Varma Mutual Pension Insurance Co | 11,020 | $16.8M | 0.12% | −100−0.9% | Reduced |
| Rafferty Asset Management, LLC | 11,003 | $16.7M | 0.06% | +2,746+33.3% | Added |
| Fifth Third Bancorp | 10,944 | $16.6M | 0.06% | −424−3.7% | Reduced |
| Broad Run Investment Management, LLC | 10,801 | $16.4M | 2.52% | −2,000−15.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,790 | $16.4M | 0.03% | +3,543+48.9% | Added |
| Cat Rock Capital Management LP | 10,736 | $16.3M | 2.06% | +5,100+90.5% | Added |
| Churchill Management Corp | 10,591 | $16.1M | 0.17% | +3,333+45.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,580 | $16.1M | 0.45% | +32+0.3% | Added |
| Natixis | 10,226 | $15.6M | 0.08% | +10,226 | New |
| Fairbanks Capital Management, Inc. | 10,207 | $15.5M | 8.84% | +79+0.8% | Added |
| Teacher Retirement System of Texas | 9,829 | $14.9M | 0.06% | −999−9.2% | Reduced |
| Pittenger & Anderson Inc | 9,818 | $14.9M | 0.55% | +49+0.5% | Added |
| AMS Capital Ltda | 9,693 | $14.7M | 5.57% | +1,081+12.6% | Added |
| ProShare Advisors LLC | 9,663 | $14.7M | 0.03% | +1,119+13.1% | Added |
| USS Investment Management Ltd | 9,643 | $14.7M | 0.09% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 9,390 | $14.3M | 6.24% | −2,110−18.3% | Reduced |
| Waratah Capital Advisors Ltd. | 9,381 | $14.3M | 0.97% | −3,194−25.4% | Reduced |
| Man Group plc | 9,210 | $14.0M | 0.03% | +1,741+23.3% | Added |
| Stephens Inc | 9,152 | $13.9M | 0.19% | +161+1.8% | 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 |
| Y-Intercept (Hong Kong) Ltd | 9,052 | $13.8M | 0.34% | +6,698+284.5% | Added |
| Utah Retirement Systems | 8,996 | $13.7M | 0.14% | −6−0.1% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 8,839 | $13.4M | 9.04% | −1,644−15.7% | Reduced |
| British Columbia Investment Management Corp | 8,827 | $13.4M | 0.08% | −1,928−17.9% | Reduced |
| Asset Planning,Inc | 8,809 | $13.4M | 10.10% | +20+0.2% | Added |
| Xponance, Inc. | 8,752 | $13.3M | 0.11% | +190+2.2% | Added |
| Red Door Wealth Management, LLC | 8,714 | $13.3M | 1.58% | +486+5.9% | Added |
| Advisory Services Network, LLC | 8,232 | $13.2M | 0.21% | −753−8.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,680 | $13.2M | 0.12% | +27+0.3% | Added |
| Daiwa Securities Group Inc. | 8,496 | $12.9M | 0.05% | +498+6.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,390 | $12.8M | 0.12% | +472+6.0% | Added |
| Smith, Salley & Associates | 8,140 | $12.4M | 0.72% | +259+3.3% | Added |
| Shell Asset Management Co | 8,068 | $12.3M | 0.42% | −566−6.6% | Reduced |
| Brasada Capital Management, LP | 7,855 | $12.0M | 2.03% | −63−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,860 | $12.0M | 0.09% | +630+8.7% | Added |
| CIBC Asset Management Inc | 7,767 | $11.8M | 0.04% | −694−8.2% | Reduced |
| New York Life Investment Management LLC | 7,641 | $11.6M | 0.11% | +138+1.8% | Added |
| Gardner Lewis Asset Management L P | 7,564 | $11.5M | 2.87% | −50−0.7% | Reduced |
| DuPont Capital Management Corp | 7,551 | $11.5M | 1.23% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,397 | $11.2M | 0.04% | −150−2.0% | Reduced |
| Delta Investment Management, LLC | 7,393 | $11.2M | 2.16% | −10.0% | Reduced |
| Pathstone Holdings, LLC | 7,363 | $11.2M | 0.04% | +396+5.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,287 | $11.1M | 0.13% | +1,457+25.0% | Added |
| Vident Advisory, LLC | 7,116 | $10.8M | 0.12% | +1,321+22.8% | Added |
| Yousif Capital Management, LLC | 7,110 | $10.8M | 0.12% | −75−1.0% | Reduced |
| JustInvest LLC | 7,077 | $10.8M | 0.12% | +1,656+30.5% | Added |
| CIBC World Markets Corp | 7,063 | $10.7M | 0.07% | +291+4.3% | Added |
| Janus Henderson Group PLC | 6,991 | $10.6M | 0.01% | −596−7.9% | Reduced |
| Wealthfront Advisers LLC | 6,890 | $10.5M | 0.03% | +359+5.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,887 | $10.5M | 0.10% | +1,200+21.1% | Added |
| Calamos Advisors LLC | 6,800 | $10.3M | 0.04% | +6,800 | New |
| Cerity Partners LLC | 6,765 | $10.3M | 0.02% | +171+2.6% | Added |
| Macquarie Group Ltd | 6,731 | $10.2M | 0.01% | −1,311−16.3% | Reduced |
| Legal Advantage Investments, Inc. | 6,527 | $9.93M | 4.64% | +500+8.3% | Added |
| Mediolanum International Funds Ltd | 6,603 | $9.90M | 0.12% | −59−0.9% | Reduced |
| Mutual of America Capital Management LLC | 6,431 | $9.78M | 0.11% | −83−1.3% | Reduced |
| Equitable Trust Co | 6,371 | $9.69M | 0.48% | +484+8.2% | Added |
| State of Alaska, Department of Revenue | 6,320 | $9.61M | 0.10% | −250−3.8% | Reduced |
| Q Global Advisors, LLC | 6,276 | $9.54M | 8.03% | −1,045−14.3% | Reduced |
| GF Fund Management Co. Ltd. | 6,261 | $9.52M | 0.19% | −326−4.9% | Reduced |
| ASR Vermogensbeheer N.V. | 6,257 | $9.51M | 0.12% | +6,257 | New |
| Advisor Group Holdings, Inc. | 6,379 | $9.49M | 0.02% | +2,163+51.3% | Added |
| Dilation Capital Management LP | 6,243 | $9.49M | 5.06% | +1,928+44.7% | Added |
| Sanctuary Advisors, LLC | 6,234 | $9.48M | 0.06% | +167+2.8% | Added |
| Pennant Select, LLC | 6,200 | $9.43M | 7.23% | −400−6.1% | Reduced |
| Ancora Advisors, LLC | 6,164 | $9.37M | 0.20% | −694−10.1% | Reduced |
| Swiss Life Asset Management Ltd | 6,160 | $9.37M | 0.06% | +844+15.9% | Added |
| Sequoia Financial Advisors, LLC | 6,157 | $9.36M | 0.06% | +71+1.2% | Added |
| EP Wealth Advisors, LLC | 6,124 | $9.31M | 0.06% | −180−2.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,096 | $9.27M | 0.06% | +538+9.7% | Added |
| Crystal Rock Capital Management | 6,090 | $9.26M | 5.34% | −830−12.0% | Reduced |
| M&T Bank Corp | 5,966 | $9.07M | 0.03% | +8+0.1% | Added |
| OP Asset Management Ltd | 5,943 | $9.04M | 0.13% | +128+2.2% | Added |
| Keybank National Association | 5,825 | $8.86M | 0.03% | +73+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,798 | $8.82M | 0.01% | +86+1.5% | Added |
| Phoenix Holdings Ltd. | 5,725 | $8.71M | 0.11% | +809+16.5% | Added |
| Sterling Capital Management LLC | 5,708 | $8.68M | 0.12% | +61+1.1% | Added |
| HB Wealth Management, LLC | 5,706 | $8.68M | 0.07% | +103+1.8% | Added |
| Quest Investment Management LLC | 5,624 | $8.55M | 0.94% | +3,457+159.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,559 | $8.45M | 0.02% | −307−5.2% | Reduced |