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 |
|---|---|---|---|---|---|
| Hudson Way Capital Management LLC | 68,793 | $90.7M | 7.69% | +5,247+8.3% | Added |
| Danske Bank A/S | 71,096 | $93.7M | 0.23% | +16,097+29.3% | Added |
| The PNC Financial Services Group, Inc. | 71,831 | $94.7M | 0.06% | −1,130−1.5% | Reduced |
| Envestnet Asset Management Inc | 73,818 | $97.3M | 0.03% | +1,706+2.4% | Added |
| State of Michigan Retirement System | 76,192 | $100.4M | 0.48% | −100−0.1% | Reduced |
| Russell Investments Group, Ltd. | 79,300 | $104.5M | 0.12% | +10,244+14.8% | Added |
| Bamco Inc | 82,149 | $108.3M | 0.29% | −5,695−6.5% | Reduced |
| Douglas Lane & Associates, LLC | 82,499 | $108.7M | 1.52% | +5,328+6.9% | Added |
| Raymond James Financial Inc | 82,967 | $109.4M | 0.04% | +7,996+10.7% | Added |
| Royal Bank of Canada | 86,311 | $113.8M | 0.02% | −8,242−8.7% | Reduced |
| BNP Paribas Arbitrage, SA | 86,826 | $114.4M | 0.09% | −10,745−11.0% | Reduced |
| Bristol John W & Co Inc | 88,467 | $116.6M | 1.84% | −2,031−2.2% | Reduced |
| Bank of Montreal | 90,451 | $119.2M | 0.05% | +30,774+51.6% | Added |
| King Luther Capital Management Corp | 91,855 | $121.1M | 0.50% | +24,276+35.9% | Added |
| Atalan Capital Partners, LP | 92,750 | $122.2M | 8.53% | +2,750+3.1% | Added |
| Sands Capital Management, LLC | 93,296 | $123.0M | 0.34% | +6,396+7.4% | Added |
| HSBC Holdings PLC | 94,078 | $123.9M | 0.07% | +2,056+2.2% | Added |
| California State Teachers Retirement System | 95,148 | $125.4M | 0.13% | +1,985+2.1% | Added |
| California Public Employees Retirement System | 95,995 | $126.5M | 0.08% | +4,765+5.2% | Added |
| US Bancorp | 98,756 | $130.2M | 0.15% | −599−0.6% | Reduced |
| Citigroup Inc | 99,502 | $131.1M | 0.09% | −978−1.0% | Reduced |
| Rhumbline Advisers | 101,297 | $133.5M | 0.11% | −522−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 104,314 | $137.5M | 2.39% | +1,665+1.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,846 | $150.1M | 0.11% | +4,824+4.4% | Added |
| Skye Global Management LP | 120,000 | $158.2M | 3.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 123,579 | $162.9M | 0.05% | −5,161−4.0% | Reduced |
| Brown Advisory Inc | 124,243 | $163.8M | 0.21% | −46,259−27.1% | Reduced |
| Neuberger Berman Group LLC | 138,437 | $182.5M | 0.13% | −14,291−9.4% | Reduced |
| Barclays PLC | 139,834 | $184.3M | 0.07% | +20,763+17.4% | Added |
| Ameriprise Financial Inc | 151,270 | $199.4M | 0.05% | −13,917−8.4% | Reduced |
| Dimensional Fund Advisors LP | 151,474 | $199.6M | 0.04% | +11,588+8.3% | Added |
| Heard Capital LLC | 156,723 | $206.6M | 10.02% | +22,396+16.7% | Added |
| Swiss National Bank | 161,900 | $213.4M | 0.12% | −7,800−4.6% | Reduced |
| National Pension Service | 162,855 | $214.6M | 0.17% | +2,356+1.5% | Added |
| DF Dent & Co Inc | 166,284 | $219.2M | 2.83% | +472+0.3% | Added |
| Blair William & Co | 172,649 | $227.6M | 0.61% | −304−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 174,683 | $230.2M | 0.39% | −28,905−14.2% | Reduced |
| Wells Fargo & Company | 187,897 | $247.7M | 0.05% | +4,174+2.3% | Added |
| Alkeon Capital Management LLC | 195,611 | $257.8M | 1.16% | 00.0% | Unchanged |
| Darsana Capital Partners LP | 200,000 | $263.6M | 6.21% | +25,000+14.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 201,736 | $265.9M | 0.15% | +4,870+2.5% | Added |
| Westfield Capital Management Co LP | 217,897 | $287.2M | 1.21% | −72,116−24.9% | Reduced |
| Canada Pension Plan Investment Board | 221,807 | $292.3M | 0.21% | +48,890+28.3% | Added |
| Vulcan Value Partners, LLC | 249,643 | $329.0M | 5.96% | +18,048+7.8% | Added |
| Nuveen, LLC | 251,189 | $331.1M | 0.09% | −24,678−8.9% | Reduced |
| Bank of New York Mellon Corp | 272,429 | $359.1M | 0.06% | −20,809−7.1% | Reduced |
| UBS Asset Management Americas Inc | 276,933 | $365.0M | 0.08% | −72,397−20.7% | Reduced |
| Legal & General Group Plc | 313,602 | $413.3M | 0.09% | +13,150+4.4% | Added |
| Goldman Sachs Group Inc | 332,289 | $438.0M | 0.06% | +33,833+11.3% | Added |
| Bank of America Corp | 357,070 | $470.6M | 0.04% | −2,493−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 388,127 | $511.6M | 0.08% | +15,269+4.1% | Added |
| Invesco Ltd. | 421,881 | $556.0M | 0.09% | −63,737−13.1% | Reduced |
| UBS Group AG | 462,337 | $609.4M | 0.12% | −94,062−16.9% | Reduced |
| Northern Trust Corp | 468,943 | $618.1M | 0.08% | −8,089−1.7% | Reduced |
| Franklin Resources Inc | 475,489 | $626.7M | 0.16% | +293,821+161.7% | Added |
| Stockbridge Partners LLC | 525,233 | $692.3M | 13.39% | −7,318−1.4% | Reduced |
| Soroban Capital Partners LP | 581,105 | $765.9M | 6.30% | +565,543+3,634.1% | Added |
| Primecap Management Co | 585,373 | $771.5M | 0.59% | +27,450+4.9% | Added |
| Windacre Partnership LLC | 612,500 | $807.3M | 10.10% | −100,200−14.1% | Reduced |
| Edgewood Management LLC | 636,841 | $839.4M | 2.97% | −59,370−8.5% | Reduced |
| Price T Rowe Associates Inc | 748,713 | $986.8M | 0.11% | +29,025+4.0% | Added |
| Morgan Stanley | 883,896 | $1.16B | 0.07% | −63,379−6.7% | Reduced |
| Altarock Partners LLC | 976,392 | $1.29B | 23.53% | −3,558−0.4% | Reduced |
| Geode Capital Management, LLC | 1,232,062 | $1.62B | 0.10% | +17,666+1.5% | Added |
| JPMorgan Chase & Co | 1,262,316 | $1.66B | 0.11% | −733,453−36.8% | Reduced |
| Capital Research Global Investors | 2,207,837 | $2.91B | 0.55% | +203,997+10.2% | Added |
| FMR LLC | 2,282,430 | $3.01B | 0.16% | +409,999+21.9% | Added |
| Principal Financial Group Inc | 2,379,816 | $3.14B | 1.58% | +367,756+18.3% | Added |
| State Street Corp | 2,388,838 | $3.15B | 0.11% | +45,550+1.9% | Added |
| Capital World Investors | 3,938,687 | $5.19B | 0.71% | −31,841−0.8% | Reduced |
| BlackRock, Inc. | 4,195,770 | $5.53B | 0.10% | −67,150−1.6% | Reduced |
| Capital International Investors | 6,489,193 | $8.55B | 1.38% | +254,750+4.1% | Added |
| Vanguard Group Inc | 6,814,938 | $8.98B | 0.13% | +121,049+1.8% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −111,846−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −105,088−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −78,533−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −50,161−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −45,433−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −30,141−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −27,498−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,172−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −18,308−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −12,522−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −9,381−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,966−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −4,386−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |