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 |
|---|---|---|---|---|---|
| Archon Partners LLC | 17,300 | $22.8M | 2.42% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 17,482 | $23.0M | 0.11% | −767−4.2% | Reduced |
| Lynwood Price Capital Management LP | 17,500 | $23.1M | 11.56% | +3,500+25.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,598 | $23.2M | 0.07% | +17,598 | New |
| Victory Capital Management Inc | 17,930 | $23.6M | 0.01% | −384−2.1% | Reduced |
| Fred Alger Management, LLC | 17,987 | $23.7M | 0.09% | −5,725−24.1% | Reduced |
| Maestria Partners LLC | 18,152 | $23.9M | 7.56% | +4,000+28.3% | Added |
| Janney Montgomery Scott LLC | 18,278 | $24.1M | 0.06% | +1,933+11.8% | Added |
| Nissay Asset Management Corp | 18,344 | $24.2M | 0.13% | +856+4.9% | Added |
| Pennant Investors, LP | 18,471 | $24.3M | 6.55% | −1,400−7.0% | Reduced |
| Quantinno Capital Management LP | 18,478 | $24.4M | 0.07% | +3,228+21.2% | Added |
| Gotham Asset Management, LLC | 19,131 | $25.2M | 0.11% | −409−2.1% | Reduced |
| Howland Capital Management LLC | 19,247 | $25.4M | 0.97% | +75+0.4% | Added |
| Nomura Asset Management Co Ltd | 19,267 | $25.4M | 0.07% | −1,007−5.0% | Reduced |
| State of Tennessee, Treasury Department | 19,410 | $25.6M | 0.09% | −4,310−18.2% | Reduced |
| State of New Jersey Common Pension Fund D | 19,549 | $25.8M | 0.09% | +904+4.8% | Added |
| One Madison Group LLC | 20,000 | $26.4M | 2.89% | −5,000−20.0% | Reduced |
| TD Asset Management Inc | 20,530 | $27.1M | 0.02% | −89−0.4% | Reduced |
| Toronto Dominion Bank | 20,712 | $27.3M | 0.05% | −2,073−9.1% | Reduced |
| Titan Global Capital Management USA LLC | 21,042 | $27.7M | 4.08% | −909−4.1% | Reduced |
| TCW Group Inc | 21,046 | $27.7M | 0.23% | −2,180−9.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 21,100 | $27.8M | 0.18% | +200+1.0% | Added |
| LPL Financial LLC | 21,728 | $28.6M | 0.01% | −4,095−15.9% | Reduced |
| Public Employees Retirement System of Ohio | 22,081 | $29.1M | 0.09% | −464−2.1% | Reduced |
| Advent International Corp | 22,264 | $29.3M | 0.59% | −9,890−30.8% | Reduced |
| Capital International Ltd | 22,389 | $29.5M | 1.07% | +3,882+21.0% | Added |
| Great West Life Assurance Co | 23,134 | $29.8M | 0.04% | +636+2.8% | Added |
| Cat Rock Capital Management LP | 22,679 | $29.9M | 3.69% | +11,943+111.2% | Added |
| Baskin Financial Services Inc. | 23,062 | $30.4M | 2.23% | +505+2.2% | Added |
| DnB Asset Management AS | 23,139 | $30.5M | 0.11% | +810+3.6% | Added |
| East Coast Asset Management, LLC. | 23,387 | $30.8M | 9.66% | −241−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 23,392 | $30.8M | 0.07% | −1,028−4.2% | Reduced |
| Oakcliff Capital Partners, LP | 24,170 | $31.9M | 13.75% | +2,877+13.5% | Added |
| Mill Capital Management, LLC | 24,814 | $32.7M | 2.42% | −1,293−5.0% | Reduced |
| Treasurer of the State of North Carolina | 24,854 | $32.8M | 0.10% | −967−3.7% | Reduced |
| iA Global Asset Management Inc. | 25,097 | $33.1M | 0.45% | −90.0% | Reduced |
| Oakmont Corp | 25,230 | $33.3M | 5.94% | +5,326+26.8% | Added |
| Chilton Capital Management LLC | 27,239 | $35.9M | 1.21% | −11,235−29.2% | Reduced |
| Anabranch Capital Management, LP | 27,555 | $36.3M | 22.86% | +6,136+28.6% | Added |
| BRX Global LP | 28,279 | $37.3M | 35.60% | +1,130+4.2% | Added |
| Coalescence Partners Investment Management, LP | 28,282 | $37.3M | 9.83% | +11,218+65.7% | Added |
| Royal London Asset Management Ltd | 28,289 | $37.3M | 0.08% | −746−2.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 28,856 | $38.0M | 0.10% | −908−3.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 29,048 | $38.3M | 1.50% | −55−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 29,877 | $38.4M | 0.06% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,367 | $38.7M | 0.06% | +492+1.7% | Added |
| Asset Management One Co.,Ltd. | 30,142 | $39.7M | 0.12% | −836−2.7% | Reduced |
| State of Wisconsin Investment Board | 30,404 | $40.1M | 0.09% | −869−2.8% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 30,800 | $40.6M | 0.47% | +30,800 | New |
| First Trust Advisors LP | 31,065 | $40.9M | 0.03% | +6,977+29.0% | Added |
| Crow's Nest Holdings LP | 31,425 | $41.4M | 8.63% | −3,575−10.2% | Reduced |
| Praesidium Investment Management Company, LLC | 31,512 | $41.5M | 8.10% | −574−1.8% | Reduced |
| Prudential Financial Inc | 31,572 | $41.6M | 0.05% | −960−3.0% | Reduced |
| SEI Investments Co | 32,501 | $42.8M | 0.05% | −531−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 32,574 | $42.9M | 0.07% | +816+2.6% | Added |
| Cookson Peirce & Co Inc | 32,591 | $43.0M | 1.76% | −1,203−3.6% | Reduced |
| Ampfield Management, L.P. | 32,990 | $43.5M | 48.46% | −315−0.9% | Reduced |
| Cypress Funds LLC | 33,344 | $43.9M | 5.76% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 33,987 | $44.8M | 0.04% | +7,195+26.9% | Added |
| APG Asset Management N.V. | 39,981 | $44.8M | 0.13% | 00.0% | Unchanged |
| Korea Investment CORP | 34,691 | $45.7M | 0.09% | +5,904+20.5% | Added |
| Capital International Sarl | 34,729 | $45.8M | 0.79% | +11,302+48.2% | Added |
| Regions Financial Corp | 35,179 | $46.4M | 0.30% | +304+0.9% | Added |
| Ci Investments Inc. | 35,603 | $46.9M | 0.17% | −2,051−5.4% | Reduced |
| Storebrand Asset Management AS | 36,593 | $48.2M | 0.13% | +1,549+4.4% | Added |
| Holocene Advisors, LP | 37,092 | $48.9M | 0.11% | −104,951−73.9% | Reduced |
| KLP Kapitalforvaltning AS | 37,392 | $49.3M | 0.20% | +100+0.3% | Added |
| Manufacturers Life Insurance Company, The | 37,516 | $49.4M | 0.04% | +633+1.7% | Added |
| Zimmer Partners, LP | 38,000 | $50.1M | 1.22% | +19,300+103.2% | Added |
| Blacksheep Fund Management Ltd | 38,220 | $50.4M | 42.95% | +38,220 | New |
| Standard Life Aberdeen plc | 40,469 | $52.2M | 0.08% | −68−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,834 | $53.8M | 0.12% | −6,456−13.7% | Reduced |
| Employees Retirement System of Texas | 41,287 | $54.4M | 0.43% | +12,338+42.6% | Added |
| EULAV Asset Management | 41,557 | $54.8M | 1.27% | −1,100−2.6% | Reduced |
| Mar Vista Investment Partners LLC | 42,049 | $55.4M | 4.82% | −3,673−8.0% | Reduced |
| Artemis Investment Management LLP | 42,074 | $55.5M | 0.69% | −829−1.9% | Reduced |
| Aviva PLC | 42,996 | $56.7M | 0.10% | +1,119+2.7% | Added |
| Capital International Inc | 43,920 | $57.9M | 0.46% | +4,771+12.2% | Added |
| New York State Teachers Retirement System | 44,586 | $58.8M | 0.11% | −60.0% | Reduced |
| Retirement Systems of Alabama | 46,236 | $60.9M | 0.20% | −31−0.1% | Reduced |
| Thornburg Investment Management Inc | 47,636 | $62.8M | 0.82% | +47,636 | New |
| Colony Group, LLC | 48,719 | $64.2M | 0.11% | +8,527+21.2% | Added |
| Adage Capital Partners GP, L.L.C. | 48,895 | $64.4M | 0.10% | −2,499−4.9% | Reduced |
| Squarepoint Ops LLC | 50,727 | $66.9M | 0.14% | +48,639+2,329.5% | Added |
| Stifel Financial Corp | 52,954 | $69.8M | 0.06% | −1,856−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 53,122 | $70.0M | 0.12% | −2,329−4.2% | Reduced |
| Chicago Capital, LLC | 54,508 | $71.8M | 1.77% | −465−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 56,527 | $74.5M | 0.22% | −1,759−3.0% | Reduced |
| Triple Frond Partners LLC | 56,964 | $75.1M | 8.18% | −16,830−22.8% | Reduced |
| STRS Ohio | 57,030 | $75.2M | 0.28% | −2,459−4.1% | Reduced |
| Alliancebernstein L.P. | 57,157 | $75.3M | 0.02% | −1,404−2.4% | Reduced |
| Natixis Advisors, L.P. | 58,187 | $76.7M | 0.11% | +2,203+3.9% | Added |
| Federated Hermes, Inc. | 60,053 | $79.2M | 0.14% | −3,705−5.8% | Reduced |
| Schroder Investment Management Group | 61,320 | $80.8M | 0.06% | −5,980−8.9% | Reduced |
| New York State Common Retirement Fund | 62,904 | $82.9M | 0.11% | −4,268−6.4% | Reduced |
| Argent Capital Management LLC | 66,884 | $88.2M | 2.41% | −653−1.0% | Reduced |
| Amundi | 68,569 | $88.6M | 0.03% | +18,952+38.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 67,432 | $88.9M | 0.81% | +5,560+9.0% | Added |
| CI Private Wealth, LLC | 67,818 | $89.4M | 0.14% | −911−1.3% | Reduced |
| Intermede Investment Partners Ltd | 67,873 | $89.5M | 3.68% | −17,525−20.5% | Reduced |