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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 229 | $348.2K | 0.00% | +33+16.8% | Added |
| Aaron Wealth Advisors | 229 | $348.2K | 0.04% | +36+18.7% | Added |
| Smartleaf Asset Management LLC | 231 | $346.3K | 0.03% | −78−25.2% | Reduced |
| Vontobel Holding Ltd. | 225 | $342.1K | 0.00% | −55−19.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 225 | $342.1K | 0.20% | −2−0.9% | Reduced |
| LWM Advisory Services, LLC | 225 | $342.1K | 0.24% | −1−0.4% | Reduced |
| CWA Asset Management Group, LLC | 224 | $340.6K | 0.01% | +70+45.5% | Added |
| Aptus Capital Advisors, LLC | 222 | $337.6K | 0.00% | +16+7.8% | Added |
| Oppenheimer Asset Management Inc. | 221 | $336.1K | 0.00% | −684−75.6% | Reduced |
| Pinnacle Bancorp, Inc. | 218 | $331.5K | 0.10% | +6+2.8% | Added |
| PDS Planning, Inc | 218 | $331.5K | 0.02% | +26+13.5% | Added |
| TBH Global Asset Management, LLC | 217 | $330.0K | 0.07% | 00.0% | Unchanged |
| Plancorp, LLC | 217 | $330.0K | 0.01% | +5+2.4% | Added |
| Moran Wealth Management, LLC | 216 | $328.5K | 0.01% | +56+35.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 216 | $328.5K | 0.04% | +16+8.0% | Added |
| Fielder Capital Group LLC | 215 | $326.9K | 0.09% | −8−3.6% | Reduced |
| Biltmore Family Office, LLC | 214 | $325.4K | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 212 | $322.4K | 0.07% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 211 | $320.9K | 0.01% | +22+11.6% | Added |
| IFG Advisory, LLC | 210 | $319.3K | 0.02% | +210 | New |
| CX Institutional | 210 | $319.0K | 0.01% | −3−1.4% | Reduced |
| Bourgeon Capital Management LLC | 209 | $317.8K | 0.06% | −61−22.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 208 | $316.3K | 0.01% | +8+4.0% | Added |
| Rathbone Brothers plc | 207 | $314.8K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 207 | $314.8K | 0.00% | +21+11.3% | Added |
| TenCore Partners, LP | 206 | $313.3K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 205 | $312.6K | 0.00% | +10+5.1% | Added |
| Daymark Wealth Partners, LLC | 205 | $312.2K | 0.01% | +5+2.5% | Added |
| Quotient Wealth Partners, LLC | 204 | $310.4K | 0.01% | +14+7.4% | Added |
| Legacy Financial Advisors, Inc. | 203 | $308.7K | 0.05% | +20+10.9% | Added |
| Pembroke Management, LTD | 203 | $308.7K | 0.04% | +203 | New |
| Martingale Asset Management L P | 201 | $305.6K | 0.01% | +201 | New |
| Centiva Capital, LP | 201 | $305.6K | 0.02% | +201 | New |
| Two Sigma Advisers, LP | 200 | $304.1K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $304.1K | 0.21% | 00.0% | Unchanged |
| Corient IA LLC | 200 | $304.1K | 0.18% | 00.0% | Unchanged |
| Ellevest, Inc. | 200 | $304.1K | 0.05% | +18+9.9% | Added |
| Carnegie Capital Asset Management, LLC | 200 | $304.1K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 212 | $303.0K | 0.06% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 199 | $302.1K | 0.17% | +199 | New |
| Canvas Wealth Advisors, LLC | 188 | $302.0K | 0.06% | +3+1.6% | Added |
| V-Square Quantitative Management LLC | 196 | $298.0K | 0.04% | +45+29.8% | Added |
| Leavell Investment Management, Inc. | 195 | $296.5K | 0.01% | −17−8.0% | Reduced |
| TriaGen Wealth Management LLC | 195 | $296.5K | 0.09% | −3−1.5% | Reduced |
| Arkadios Wealth Advisors | 195 | $296.5K | 0.01% | +48+32.7% | Added |
| First Nebraska Trust Co | 194 | $295.0K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 194 | $295.0K | 0.03% | +194 | New |
| KMG Fiduciary Partners, LLC | 193 | $293.8K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 193 | $293.6K | 0.01% | −6−3.0% | Reduced |
| Diversified Enterprises, LLC | 193 | $293.5K | 0.02% | +7+3.8% | Added |
| AMG National Trust Bank | 192 | $292.1K | 0.01% | −15−7.2% | Reduced |
| FSM Wealth Advisors, LLC | 191 | $291.7K | 0.05% | +7+3.8% | Added |
| Aprio Wealth Management, LLC | 191 | $290.0K | 0.03% | +2+1.1% | Added |
| MBB Public Markets I LLC | 189 | $287.4K | 0.03% | −44−18.9% | Reduced |
| New Republic Capital, LLC | 187 | $284.4K | 0.10% | +4+2.2% | Added |
| Family Management Corp | 187 | $284.4K | 0.04% | +9+5.1% | Added |
| Moneta Group Investment Advisors LLC | 186 | $283.3K | 0.00% | +19+11.4% | Added |
| Foundations Investment Advisors, LLC | 186 | $283.1K | 0.00% | +9+5.1% | Added |
| Prelude Capital Management, LLC | 185 | $281.3K | 0.03% | −289−61.0% | Reduced |
| IHT Wealth Management, LLC | 185 | $281.3K | 0.01% | +31+20.1% | Added |
| Wealthspire Advisors, LLC | 182 | $277.0K | 0.00% | +22+13.8% | Added |
| Von Berge Wealth Management Group, LLC | 175 | $274.9K | 0.15% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 180 | $273.7K | 0.05% | +6+3.4% | Added |
| Chase Investment Counsel Corp | 180 | $273.0K | 0.09% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 179 | $272.2K | 0.16% | +8+4.7% | Added |
| Sentry Investment Management LLC | 178 | $272.0K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 169 | $271.7K | 0.01% | −22−11.5% | Reduced |
| Welch & Forbes LLC | 178 | $270.7K | 0.00% | +1+0.6% | Added |
| RFG Advisory, LLC | 175 | $265.5K | 0.01% | −80−31.4% | Reduced |
| Evernest Financial Advisors, LLC | 174 | $264.6K | 0.09% | +174 | New |
| Leo Wealth, LLC | 172 | $261.6K | 0.02% | +172 | New |
| Occidental Asset Management, LLC | 169 | $257.0K | 0.04% | −20−10.6% | Reduced |
| Chilton Investment Co LLC | 169 | $257.0K | 0.01% | +169 | New |
| Ewa, LLC | 167 | $254.4K | 0.08% | +9+5.7% | Added |
| Washington Trust Advisors, Inc. | 166 | $252.4K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 166 | $252.4K | 0.01% | +166 | New |
| TCG Advisory Services, LLC | 166 | $252.2K | 0.01% | +166 | New |
| Rockland Trust Co | 165 | $250.9K | 0.01% | −15−8.3% | Reduced |
| Isthmus Partners, LLC | 164 | $249.4K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 164 | $249.4K | 0.05% | +2+1.2% | Added |
| Parkside Financial Bank & Trust | 162 | $246.3K | 0.03% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 161 | $244.8K | 0.03% | +10+6.6% | Added |
| Ronald Blue Trust, Inc. | 161 | $244.8K | 0.00% | +11+7.3% | Added |
| CSM Advisors, LLC | 161 | $244.0K | 0.01% | +2+1.3% | Added |
| NatWest Group plc | 160 | $243.3K | 0.07% | −31−16.2% | Reduced |
| Cromwell Holdings LLC | 159 | $241.8K | 0.15% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 158 | $240.3K | 0.08% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 158 | $240.3K | 0.05% | +158 | New |
| Mission Wealth Management, LP | 157 | $239.2K | 0.01% | −3−1.9% | Reduced |
| Clune & Associates, Ltd. | 157 | $238.7K | 0.07% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 168 | $238.0K | 0.18% | −65−27.9% | Reduced |
| West Family Investments, Inc. | 156 | $237.2K | 0.06% | +156 | New |
| Lazard Asset Management LLC | 156 | $237.0K | 0.00% | +11+7.6% | Added |
| Procyon Private Wealth Partners, LLC | 156 | $236.8K | 0.02% | −2,025−92.8% | Reduced |
| RiverFront Investment Group, LLC | 154 | $234.2K | 0.00% | +154 | New |
| AE Wealth Management LLC | 154 | $234.0K | 0.00% | +154 | New |
| Peregrine Asset Advisers, Inc. | 153 | $232.7K | 0.07% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 153 | $232.7K | 0.03% | +39+34.2% | Added |
| Astoria Portfolio Advisors LLC. | 145 | $231.9K | 0.07% | +145 | New |
| Strategy Asset Managers LLC | 152 | $231.2K | 0.04% | −1−0.7% | Reduced |