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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 5,479 | $8.33M | 0.01% | −415−7.0% | Reduced |
| Bain Capital Public Equity, LP | 5,433 | $8.26M | 5.47% | +663+13.9% | Added |
| Baird Financial Group, Inc. | 5,397 | $8.21M | 0.01% | +332+6.6% | Added |
| Edgestream Partners, L.P. | 5,337 | $8.12M | 0.23% | +201+3.9% | Added |
| Cornerstone Advisors, LLC | 5,300 | $8.06M | 0.28% | +1,500+39.5% | Added |
| Barbara Oil Co. | 5,065 | $7.70M | 3.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,038 | $7.66M | 0.05% | +55+1.1% | Added |
| Prospera Financial Services Inc | 5,007 | $7.62M | 0.14% | +5,007 | New |
| Scholtz & Company, LLC | 4,967 | $7.55M | 3.32% | −103−2.0% | Reduced |
| Simplex Trading, LLC | 4,966 | $7.55M | 0.20% | +4,718+1,902.4% | Added |
| Cetera Investment Advisers | 4,962 | $7.55M | 0.01% | +267+5.7% | Added |
| IFM Investors Pty Ltd | 4,900 | $7.45M | 0.07% | +381+8.4% | Added |
| Geneva Partners, LLC | 4,874 | $7.41M | 2.94% | −616−11.2% | Reduced |
| Ethic Inc. | 4,930 | $7.39M | 0.13% | +161+3.4% | Added |
| Oregon Public Employees Retirement Fund | 4,825 | $7.34M | 0.13% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4,814 | $7.32M | 1.80% | −52−1.1% | Reduced |
| SummitTX Capital, L.P. | 4,739 | $7.21M | 0.32% | +2,877+154.5% | Added |
| Kingsview Wealth Management, LLC | 4,588 | $6.98M | 0.12% | −97−2.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,539 | $6.90M | 0.07% | +2,471+119.5% | Added |
| Frank, Rimerman Advisors LLC | 4,533 | $6.89M | 0.46% | +179+4.1% | Added |
| Caxton Associates LLP | 4,506 | $6.85M | 0.18% | +2,508+125.5% | Added |
| Pacer Advisors, Inc. | 4,485 | $6.82M | 0.02% | −5,885−56.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,404 | $6.70M | 0.05% | +60+1.4% | Added |
| Wetherby Asset Management Inc | 4,389 | $6.67M | 0.30% | +4,389 | New |
| Kennedy Capital Management, Inc. | 4,386 | $6.67M | 0.16% | −778−15.1% | Reduced |
| Mainstay Capital Management LLC | 4,372 | $6.65M | 0.33% | +2,225+103.6% | Added |
| Advisors Asset Management, Inc. | 4,343 | $6.60M | 0.12% | +66+1.5% | Added |
| Public Sector Pension Investment Board | 4,327 | $6.58M | 0.03% | −3,293−43.2% | Reduced |
| Eos Management, L.P. | 4,309 | $6.55M | 2.84% | 00.0% | Unchanged |
| KP Management LLC | 4,250 | $6.46M | 2.62% | −250−5.6% | Reduced |
| Assetmark, Inc | 4,202 | $6.39M | 0.02% | +441+11.7% | Added |
| Truist Financial Corp | 4,137 | $6.29M | 0.01% | −4,292−50.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,073 | $6.20M | 0.01% | −904−18.2% | Reduced |
| Nicholas Investment Partners, LP | 4,068 | $6.19M | 0.55% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,029 | $6.13M | 0.03% | +1,692+72.4% | Added |
| Principal Securities, Inc. | 4,002 | $6.09M | 0.11% | +365+10.0% | Added |
| UniSuper Management Pty Ltd | 3,988 | $6.06M | 0.04% | −100−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,941 | $5.99M | 0.02% | −5−0.1% | Reduced |
| AIA Group Ltd | 3,928 | $5.97M | 0.13% | +735+23.0% | Added |
| Atria Investments LLC | 3,928 | $5.97M | 0.07% | +131+3.5% | Added |
| Covenant Asset Management, LLC | 3,916 | $5.95M | 1.22% | +8+0.2% | Added |
| Mizuho Securities USA LLC | 3,883 | $5.90M | 0.13% | +3,883 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,874 | $5.89M | 0.01% | +1,910+97.3% | Added |
| Univest Financial Corp | 3,829 | $5.82M | 0.35% | −52−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 3,624 | $5.79M | 0.17% | −12−0.3% | Reduced |
| NEOS Investment Management LLC | 3,804 | $5.78M | 0.07% | +3,038+396.6% | Added |
| National Philanthropic Trust | 3,786 | $5.76M | 0.08% | +4+0.1% | Added |
| Clearstead Advisors, LLC | 3,738 | $5.68M | 0.08% | +148+4.1% | Added |
| Diversified Trust Co | 3,730 | $5.67M | 0.13% | +182+5.1% | Added |
| Verition Fund Management LLC | 3,714 | $5.65M | 0.03% | +3,714 | New |
| CIBC World Markets Inc. | 3,710 | $5.64M | 0.01% | +95+2.6% | Added |
| Spire Wealth Management | 3,794 | $5.62M | 0.20% | −1,785−32.0% | Reduced |
| Partners Capital Investment Group, LLP | 3,648 | $5.55M | 0.22% | −4,593−55.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,633 | $5.52M | 0.07% | −685−15.9% | Reduced |
| Sigma Investment Counselors Inc | 3,576 | $5.44M | 0.30% | +140+4.1% | Added |
| Pier 88 Investment Partners LLC | 3,575 | $5.44M | 1.01% | +2,270+173.9% | Added |
| Alberta Investment Management Corp | 3,500 | $5.32M | 0.04% | −100−2.8% | Reduced |
| Kentucky Retirement Systems | 3,488 | $5.30M | 0.16% | −229−6.2% | Reduced |
| Threadgill Financial, LLC | 3,458 | $5.26M | 2.81% | +3,458 | New |
| Whitford Management LLC | 3,455 | $5.25M | 5.58% | +100+3.0% | Added |
| Dorsey Wright & Associates | 3,445 | $5.24M | 1.25% | +155+4.7% | Added |
| Hartford Investment Management Co | 3,390 | $5.15M | 0.16% | −34−1.0% | Reduced |
| George Kaiser Family Foundation | 3,377 | $5.14M | 0.74% | +3,168+1,515.8% | Added |
| Crossmark Global Holdings, Inc. | 3,274 | $4.98M | 0.08% | +179+5.8% | Added |
| Thrivent Financial for Lutherans | 3,274 | $4.98M | 0.01% | −448−12.0% | Reduced |
| GKV Capital Management Co., Inc. | 3,258 | $4.95M | 2.19% | −25−0.8% | Reduced |
| Norinchukin Bank, The | 3,220 | $4.90M | 0.07% | −91−2.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 3,181 | $4.84M | 0.11% | +3,181 | New |
| Capital Group Investment Management Pte. Ltd. | 3,172 | $4.82M | 0.86% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,060 | $4.65M | 0.85% | +24+0.8% | Added |
| Broadleaf Partners, LLC | 3,051 | $4.64M | 1.02% | −2−0.1% | Reduced |
| Great Lakes Advisors, LLC | 3,002 | $4.56M | 0.04% | −766−20.3% | Reduced |
| Louisiana State Employees Retirement System | 3,000 | $4.56M | 0.08% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,999 | $4.56M | 0.01% | +68+2.3% | Added |
| Catalyst Capital Advisors LLC | 2,986 | $4.54M | 0.09% | −135−4.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,984 | $4.54M | 1.14% | +2,391+403.2% | Added |
| Securian Asset Management, Inc | 2,936 | $4.46M | 0.13% | −41−1.4% | 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 |
| Bokf, NA | 2,925 | $4.45M | 0.07% | −47−1.6% | Reduced |
| Mirabella Financial Services LLP | 2,916 | $4.43M | 0.47% | +2,916 | New |
| Cloverfields Capital Group, LP | 2,901 | $4.41M | 1.31% | −51−1.7% | Reduced |
| Motley Fool Asset Management LLC | 2,876 | $4.37M | 0.20% | +267+10.2% | Added |
| Gulf International Bank (UK) Ltd | 2,876 | $4.37M | 0.15% | −383−11.8% | Reduced |
| Csenge Advisory Group | 2,940 | $4.32M | 0.23% | 00.0% | Unchanged |
| Pitcairn Co | 2,838 | $4.32M | 0.28% | −15−0.5% | Reduced |
| Rational Advisors LLC | 2,836 | $4.31M | 0.43% | +2,136+305.1% | Added |
| Ilex Capital Partners (UK) LLP | 2,807 | $4.27M | 0.14% | +2,807 | New |
| Cinctive Capital Management LP | 2,805 | $4.27M | 0.24% | +1,537+121.2% | Added |
| Glenmede Investment Management, LP | 2,784 | $4.23M | 0.02% | +2,784 | New |
| Chesley Taft & Associates LLC | 2,774 | $4.22M | 0.19% | +98+3.7% | Added |
| Snider Financial Group | 2,764 | $4.20M | 1.21% | +16+0.6% | Added |
| Allen Operations LLC | 2,764 | $4.20M | 0.58% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,738 | $4.16M | 0.01% | +80+3.0% | Added |
| Marks Group Wealth Management, Inc | 2,694 | $4.10M | 0.38% | −4−0.1% | Reduced |
| Maryland State Retirement & Pension System | 2,687 | $4.09M | 0.09% | +142+5.6% | Added |
| Texas Yale Capital Corp. | 2,686 | $4.08M | 0.13% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,675 | $4.07M | 1.84% | +512+23.7% | Added |
| Mezzasalma Advisors, LLC | 2,632 | $4.00M | 1.20% | +32+1.2% | Added |
| Private Advisor Group, LLC | 2,612 | $3.97M | 0.02% | +361+16.0% | Added |