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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.

Institutional holdersQ2 2025: 1,111 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ2 2025: $82.3B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$31.1B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2025.

Institutions holding TDG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
New Mexico Educational Retirement Board2,600$3.95M0.13%00.0%Unchanged
Allianz SE2,594$3.94M0.09%00.0%Unchanged
Intech Investment Management LLC2,584$3.93M0.04%−112−4.2%Reduced
Wellington Management Group LLP2,584$3.93M0.00%+260+11.2%Added
Stratos Wealth Partners, LTD.2,576$3.92M0.05%+135+5.5%Added
Nebula Research & Development LLC2,575$3.92M0.33%+2,078+418.1%Added
Generali Asset Management SPA SGR2,526$3.84M0.09%+22+0.9%Added
Commonwealth Equity Services, LLC2,515$3.82M0.01%+251+11.1%Added
Aubrey Capital Management Ltd2,500$3.80M1.38%+1,000+66.7%Added
Miura Global Management, LLC2,500$3.80M4.08%00.0%Unchanged
Banco Santander, S.A.2,490$3.79M0.04%−235−8.6%Reduced
Knollwood Investment Advisory, LLC2,478$3.77M0.36%00.0%Unchanged
Family Legacy, Inc.2,375$3.61M1.17%+18+0.8%Added
Vanderbilt University2,334$3.55M0.67%+2,334New
Rockingstone Advisors LLC2,326$3.54M1.86%−692−22.9%Reduced
Gallo Partners, LP2,301$3.50M2.29%+2,301New
Level Four Advisory Services, LLC2,291$3.48M0.13%−219−8.7%Reduced
Brevan Howard Capital Management LP2,274$3.46M0.04%+1,478+185.7%Added
Lido Advisors, LLC2,268$3.45M0.02%+342+17.8%Added
Mercer Global Advisors Inc2,260$3.44M0.01%−135−5.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund2,240$3.41M0.01%+1,571+234.8%Added
X-Square Capital, LLC2,215$3.37M1.21%+36+1.7%Added
WoodTrust Financial Corp2,175$3.31M0.46%+75+3.6%Added
Exchange Traded Concepts, LLC2,170$3.30M0.04%+2,060+1,872.7%Added
AG2R la Mondiale Gestion D'Actifs2,128$3.24M0.17%00.0%Unchanged
Cyndeo Wealth Partners, LLC2,123$3.23M0.19%+124+6.2%Added
Kovitz Investment Group Partners, LLC2,121$3.23M0.01%+15+0.7%Added
Graham Capital Management, L.P.2,108$3.21M0.10%+1,493+242.8%Added
Beese Fulmer Investment Management, Inc.2,093$3.18M0.24%+27+1.3%Added
Squarepoint Ops LLC2,088$3.18M0.01%+4+0.2%Added
Commerce Bank2,068$3.14M0.02%+115+5.9%Added
GWM Advisors LLC2,064$3.14M0.02%+1,248+152.9%Added
Wiley Bros.-Aintree Capital, LLC2,055$3.13M0.02%+288+16.3%Added
Glenview Trust Co2,047$3.11M0.05%+622+43.6%Added
Investment Management Corp of Ontario2,030$3.09M0.04%−200−9.0%Reduced
Aspiriant, LLC2,006$3.05M0.10%−14−0.7%Reduced
Metis Global Partners, LLC2,003$3.05M0.08%−257−11.4%Reduced
Winton Group Ltd2,000$3.04M0.16%+2,000New
Omers Administration Corp1,994$3.03M0.02%00.0%Unchanged
Vinva Investment Management Ltd2,011$3.01M0.08%+217+12.1%Added
Captrust Financial Advisors1,981$3.01M0.01%−40−2.0%Reduced
Goodman Advisory Group, LLC1,973$3.00M1.02%+597+43.4%Added
Paragon Advisors, LLC1,969$2.99M0.78%+169+9.4%Added
Alliance Wealth Advisors, LLC1,959$2.98M1.62%−74−3.6%Reduced
Kornitzer Capital Management Inc1,946$2.96M0.06%−400−17.1%Reduced
Cavalier Investments, LLC1,929$2.93M0.89%−23−1.2%Reduced
Hixon Zuercher, LLC1,928$2.93M0.95%+1+0.1%Added
Concentric Capital Strategies, LP1,919$2.92M0.16%+1,747+1,015.7%Added
Susquehanna Fundamental Investments, LLC1,904$2.90M0.08%−4,174−68.7%Reduced
Empirical Finance, LLC1,879$2.86M0.15%+15+0.8%Added
HCR Wealth Advisors1,878$2.86M0.34%+9+0.5%Added
We Are One Seven, LLC1,877$2.85M0.09%−47−2.4%Reduced
Roundview Capital LLC1,839$2.80M0.19%+179+10.8%Added
Sumitomo Life Insurance Co1,808$2.75M0.19%−113−5.9%Reduced
Northwestern Mutual Investment Management Company, LLC1,792$2.72M0.04%+9+0.5%Added
Tokio Marine Asset Management Co Ltd1,785$2.71M0.10%+92+5.4%Added
Allianz Asset Management GmbH1,782$2.71M0.00%−1,837−50.8%Reduced
Summit Trail Advisors, LLC1,781$2.71M0.05%+1,781New
Diversify Wealth Management, LLC1,902$2.68M0.17%+135+7.6%Added
Capstone Investment Advisors, LLC1,750$2.66M0.02%+1,750New
Cullen/Frost Bankers, Inc.1,710$2.60M0.03%+1,433+517.3%Added
Sit Investment Associates Inc1,710$2.60M0.06%00.0%Unchanged
Palisade Capital Management LLC1,700$2.59M0.07%00.0%Unchanged
Aurora Investment Managers, LLC.1,655$2.52M1.52%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,648$2.51M0.01%−183−10.0%Reduced
Groupe la Francaise1,643$2.50M0.04%+1,643New
Guerra Pan Advisors, LLC1,609$2.45M1.61%+87+5.7%Added
Greenleaf Trust1,563$2.38M0.02%−42−2.6%Reduced
Cambridge Investment Research Advisors, Inc.1,562$2.38M0.01%−296−15.9%Reduced
Oppenheimer & Co Inc1,553$2.36M0.03%−70−4.3%Reduced
Element Squared LLC1,542$2.34M1.46%+1,542New
Centaurus Financial, Inc.1,530$2.33M0.14%−74−4.6%Reduced
Alaethes Wealth LLC1,519$2.31M0.69%+54+3.7%Added
Kentucky Retirement Systems Insurance Trust Fund1,481$2.25M0.16%−102−6.4%Reduced
Western Financial Corp1,455$2.21M1.19%−9−0.6%Reduced
Blue Fin Capital, Inc.1,442$2.19M0.37%+42+3.0%Added
PFG Advisors1,420$2.16M0.10%+230+19.3%Added
Horizon Investments, LLC1,408$2.14M0.03%+601+74.5%Added
RSM US Wealth Management LLC1,394$2.12M0.03%+67+5.0%Added
Brinker Capital Investments, LLC1,380$2.10M0.02%+28+2.1%Added
MONECO Advisors, LLC1,368$2.08M0.19%+1,368New
Navellier & Associates Inc1,352$2.06M0.25%+11+0.8%Added
Kestra Private Wealth Services, LLC1,347$2.05M0.03%−1,691−55.7%Reduced
United Capital Financial Advisers, LLC1,339$2.04M0.02%+9+0.7%Added
Boothbay Fund Management, LLC1,328$2.02M0.06%+935+237.9%Added
Ascent Group, LLC1,325$2.01M0.08%+76+6.1%Added
Accretive Wealth Partners, LLC1,311$1.99M0.65%−1−0.1%Reduced
Callan Family Office, LLC1,302$1.98M0.06%+727+126.4%Added
Linden Thomas Advisory Services, LLC1,293$1.97M0.22%−24−1.8%Reduced
SRS Capital Advisors, Inc.1,286$1.96M0.09%+108+9.2%Added
Valmark Advisers, Inc.1,285$1.95M0.03%+10+0.8%Added
Jones Financial Companies LLLP1,287$1.93M0.00%+238+22.7%Added
Integrated Advisors Network LLC1,264$1.92M0.09%+5+0.4%Added
Radnor Capital Management, LLC1,255$1.91M0.30%+460+57.9%Added
BNP Paribas1,265$1.91M0.06%+1,265New
MUFG Securities Americas Inc.1,245$1.89M0.16%+252+25.4%Added
Qtron Investments LLC1,201$1.83M0.23%00.0%Unchanged
SPX Equities Gestao de Recursos Ltda1,200$1.82M0.17%+400+50.0%Added
Wolverine Asset Management LLC1,191$1.81M0.03%+50+4.4%Added
Polymer Capital Management (US) LLC1,176$1.79M0.29%+52+4.6%Added