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, Q3 2025
Institutional positions in TransDigm Group INC as of Sep 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
- 1,073
- −20 vs. Q2 2025
- Shares held
- 53.6M
- +108.0K (+0.2%) vs. Q2 2025
- Total value
- $70.6B
- −$10.4B (−12.9%) vs. Q2 2025
- New holders
- 100
- 416 more added
- Sold out
- 120
- 391 more reduced
18 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,814,938 | $8.98B | 0.13% | +121,049+1.8% | Added |
| Capital International Investors | 6,489,193 | $8.55B | 1.38% | +254,750+4.1% | Added |
| BlackRock, Inc. | 4,195,770 | $5.53B | 0.10% | −67,150−1.6% | Reduced |
| Capital World Investors | 3,938,687 | $5.19B | 0.71% | −31,841−0.8% | Reduced |
| State Street Corp | 2,388,838 | $3.15B | 0.11% | +45,550+1.9% | Added |
| Principal Financial Group Inc | 2,379,816 | $3.14B | 1.58% | +367,756+18.3% | Added |
| FMR LLC | 2,282,430 | $3.01B | 0.16% | +409,999+21.9% | Added |
| Capital Research Global Investors | 2,207,837 | $2.91B | 0.55% | +203,997+10.2% | Added |
| JPMorgan Chase & Co | 1,262,316 | $1.66B | 0.11% | −733,453−36.8% | Reduced |
| Geode Capital Management, LLC | 1,232,062 | $1.62B | 0.10% | +17,666+1.5% | Added |
| Altarock Partners LLC | 976,392 | $1.29B | 23.53% | −3,558−0.4% | Reduced |
| Morgan Stanley | 883,896 | $1.16B | 0.07% | −63,379−6.7% | Reduced |
| Price T Rowe Associates Inc | 748,713 | $986.8M | 0.11% | +29,025+4.0% | Added |
| Edgewood Management LLC | 636,841 | $839.4M | 2.97% | −59,370−8.5% | Reduced |
| Windacre Partnership LLC | 612,500 | $807.3M | 10.10% | −100,200−14.1% | Reduced |
| Primecap Management Co | 585,373 | $771.5M | 0.59% | +27,450+4.9% | Added |
| Soroban Capital Partners LP | 581,105 | $765.9M | 6.30% | +565,543+3,634.1% | Added |
| Stockbridge Partners LLC | 525,233 | $692.3M | 13.39% | −7,318−1.4% | Reduced |
| Franklin Resources Inc | 475,489 | $626.7M | 0.16% | +293,821+161.7% | Added |
| Northern Trust Corp | 468,943 | $618.1M | 0.08% | −8,089−1.7% | Reduced |
| UBS Group AG | 462,337 | $609.4M | 0.12% | −94,062−16.9% | Reduced |
| Invesco Ltd. | 421,881 | $556.0M | 0.09% | −63,737−13.1% | Reduced |
| Charles Schwab Investment Management Inc | 388,127 | $511.6M | 0.08% | +15,269+4.1% | Added |
| Bank of America Corp | 357,070 | $470.6M | 0.04% | −2,493−0.7% | Reduced |
| Goldman Sachs Group Inc | 332,289 | $438.0M | 0.06% | +33,833+11.3% | Added |
| Legal & General Group Plc | 313,602 | $413.3M | 0.09% | +13,150+4.4% | Added |
| UBS Asset Management Americas Inc | 276,933 | $365.0M | 0.08% | −72,397−20.7% | Reduced |
| Bank of New York Mellon Corp | 272,429 | $359.1M | 0.06% | −20,809−7.1% | Reduced |
| Nuveen, LLC | 251,189 | $331.1M | 0.09% | −24,678−8.9% | Reduced |
| Vulcan Value Partners, LLC | 249,643 | $329.0M | 5.96% | +18,048+7.8% | Added |
| Canada Pension Plan Investment Board | 221,807 | $292.3M | 0.21% | +48,890+28.3% | Added |
| Westfield Capital Management Co LP | 217,897 | $287.2M | 1.21% | −72,116−24.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 201,736 | $265.9M | 0.15% | +4,870+2.5% | Added |
| Darsana Capital Partners LP | 200,000 | $263.6M | 6.21% | +25,000+14.3% | Added |
| Alkeon Capital Management LLC | 195,611 | $257.8M | 1.16% | 00.0% | Unchanged |
| Wells Fargo & Company | 187,897 | $247.7M | 0.05% | +4,174+2.3% | Added |
| CIBC Private Wealth Group, LLC | 174,683 | $230.2M | 0.39% | −28,905−14.2% | Reduced |
| Blair William & Co | 172,649 | $227.6M | 0.61% | −304−0.2% | Reduced |
| DF Dent & Co Inc | 166,284 | $219.2M | 2.83% | +472+0.3% | Added |
| National Pension Service | 162,855 | $214.6M | 0.17% | +2,356+1.5% | Added |
| Swiss National Bank | 161,900 | $213.4M | 0.12% | −7,800−4.6% | Reduced |
| Heard Capital LLC | 156,723 | $206.6M | 10.02% | +22,396+16.7% | Added |
| Dimensional Fund Advisors LP | 151,474 | $199.6M | 0.04% | +11,588+8.3% | Added |
| Ameriprise Financial Inc | 151,270 | $199.4M | 0.05% | −13,917−8.4% | Reduced |
| Barclays PLC | 139,834 | $184.3M | 0.07% | +20,763+17.4% | Added |
| Neuberger Berman Group LLC | 138,437 | $182.5M | 0.13% | −14,291−9.4% | Reduced |
| Brown Advisory Inc | 124,243 | $163.8M | 0.21% | −46,259−27.1% | Reduced |
| Deutsche Bank AG | 123,579 | $162.9M | 0.05% | −5,161−4.0% | Reduced |
| Skye Global Management LP | 120,000 | $158.2M | 3.18% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,846 | $150.1M | 0.11% | +4,824+4.4% | Added |
| Douglass Winthrop Advisors, LLC | 104,314 | $137.5M | 2.39% | +1,665+1.6% | Added |
| Rhumbline Advisers | 101,297 | $133.5M | 0.11% | −522−0.5% | Reduced |
| Citigroup Inc | 99,502 | $131.1M | 0.09% | −978−1.0% | Reduced |
| US Bancorp | 98,756 | $130.2M | 0.15% | −599−0.6% | Reduced |
| California Public Employees Retirement System | 95,995 | $126.5M | 0.08% | +4,765+5.2% | Added |
| California State Teachers Retirement System | 95,148 | $125.4M | 0.13% | +1,985+2.1% | Added |
| HSBC Holdings PLC | 94,078 | $123.9M | 0.07% | +2,056+2.2% | Added |
| Sands Capital Management, LLC | 93,296 | $123.0M | 0.34% | +6,396+7.4% | Added |
| Atalan Capital Partners, LP | 92,750 | $122.2M | 8.53% | +2,750+3.1% | Added |
| King Luther Capital Management Corp | 91,855 | $121.1M | 0.50% | +24,276+35.9% | Added |
| Bank of Montreal | 90,451 | $119.2M | 0.05% | +30,774+51.6% | Added |
| Bristol John W & Co Inc | 88,467 | $116.6M | 1.84% | −2,031−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 86,826 | $114.4M | 0.09% | −10,745−11.0% | Reduced |
| Royal Bank of Canada | 86,311 | $113.8M | 0.02% | −8,242−8.7% | Reduced |
| Raymond James Financial Inc | 82,967 | $109.4M | 0.04% | +7,996+10.7% | Added |
| Douglas Lane & Associates, LLC | 82,499 | $108.7M | 1.52% | +5,328+6.9% | Added |
| Bamco Inc | 82,149 | $108.3M | 0.29% | −5,695−6.5% | Reduced |
| Russell Investments Group, Ltd. | 79,300 | $104.5M | 0.12% | +10,244+14.8% | Added |
| State of Michigan Retirement System | 76,192 | $100.4M | 0.48% | −100−0.1% | Reduced |
| Envestnet Asset Management Inc | 73,818 | $97.3M | 0.03% | +1,706+2.4% | Added |
| The PNC Financial Services Group, Inc. | 71,831 | $94.7M | 0.06% | −1,130−1.5% | Reduced |
| Danske Bank A/S | 71,096 | $93.7M | 0.23% | +16,097+29.3% | Added |
| Hudson Way Capital Management LLC | 68,793 | $90.7M | 7.69% | +5,247+8.3% | Added |
| Intermede Investment Partners Ltd | 67,873 | $89.5M | 3.68% | −17,525−20.5% | Reduced |
| CI Private Wealth, LLC | 67,818 | $89.4M | 0.14% | −911−1.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 67,432 | $88.9M | 0.81% | +5,560+9.0% | Added |
| Amundi | 68,569 | $88.6M | 0.03% | +18,952+38.2% | Added |
| Argent Capital Management LLC | 66,884 | $88.2M | 2.41% | −653−1.0% | Reduced |
| New York State Common Retirement Fund | 62,904 | $82.9M | 0.11% | −4,268−6.4% | Reduced |
| Schroder Investment Management Group | 61,320 | $80.8M | 0.06% | −5,980−8.9% | Reduced |
| Federated Hermes, Inc. | 60,053 | $79.2M | 0.14% | −3,705−5.8% | Reduced |
| Natixis Advisors, L.P. | 58,187 | $76.7M | 0.11% | +2,203+3.9% | Added |
| Alliancebernstein L.P. | 57,157 | $75.3M | 0.02% | −1,404−2.4% | Reduced |
| STRS Ohio | 57,030 | $75.2M | 0.28% | −2,459−4.1% | Reduced |
| Triple Frond Partners LLC | 56,964 | $75.1M | 8.18% | −16,830−22.8% | Reduced |
| Lord, Abbett & Co. LLC | 56,527 | $74.5M | 0.22% | −1,759−3.0% | Reduced |
| Chicago Capital, LLC | 54,508 | $71.8M | 1.77% | −465−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 53,122 | $70.0M | 0.12% | −2,329−4.2% | Reduced |
| Stifel Financial Corp | 52,954 | $69.8M | 0.06% | −1,856−3.4% | Reduced |
| Squarepoint Ops LLC | 50,727 | $66.9M | 0.14% | +48,639+2,329.5% | Added |
| Adage Capital Partners GP, L.L.C. | 48,895 | $64.4M | 0.10% | −2,499−4.9% | Reduced |
| Colony Group, LLC | 48,719 | $64.2M | 0.11% | +8,527+21.2% | Added |
| Thornburg Investment Management Inc | 47,636 | $62.8M | 0.82% | +47,636 | New |
| Retirement Systems of Alabama | 46,236 | $60.9M | 0.20% | −31−0.1% | Reduced |
| New York State Teachers Retirement System | 44,586 | $58.8M | 0.11% | −60.0% | Reduced |
| Capital International Inc | 43,920 | $57.9M | 0.46% | +4,771+12.2% | Added |
| Aviva PLC | 42,996 | $56.7M | 0.10% | +1,119+2.7% | Added |
| Artemis Investment Management LLP | 42,074 | $55.5M | 0.69% | −829−1.9% | Reduced |
| Mar Vista Investment Partners LLC | 42,049 | $55.4M | 4.82% | −3,673−8.0% | Reduced |
| EULAV Asset Management | 41,557 | $54.8M | 1.27% | −1,100−2.6% | Reduced |