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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, 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.

Institutional holdersQ3 2025: 1,073 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 heldQ3 2025: $70.6B
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, Q3 2025

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q2 2025.

Institutions holding TDG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sequoia Financial Advisors, LLC6,149$8.10M0.05%−8−0.1%Reduced
State of Alaska, Department of Revenue6,160$8.12M0.08%−160−2.5%Reduced
Ancora Advisors, LLC6,183$8.15M0.16%+19+0.3%Added
Eastern Bank6,198$8.17M0.15%+6,120+7,846.2%Added
Pennant Select, LLC6,200$8.17M5.14%00.0%Unchanged
Edgestream Partners, L.P.6,213$8.19M0.24%+876+16.4%Added
O'Shaughnessy Asset Management, LLC6,224$8.20M0.05%+128+2.1%Added
ASR Vermogensbeheer N.V.6,250$8.24M0.10%−7−0.1%Reduced
Q Global Advisors, LLC6,276$8.27M12.99%00.0%Unchanged
Macquarie Group Ltd6,291$8.29M0.01%−440−6.5%Reduced
Wealthfront Advisers LLC6,299$8.30M0.02%−591−8.6%Reduced
Mackenzie Financial Corp6,377$8.41M0.01%+898+16.4%Added
Equitable Trust Co6,399$8.43M0.39%+28+0.4%Added
Oregon Public Employees Retirement Fund6,445$8.49M0.11%+1,620+33.6%Added
Swiss Life Asset Management Ltd6,634$8.74M0.05%+474+7.7%Added
Yousif Capital Management, LLC6,732$8.87M0.09%−378−5.3%Reduced
JustInvest LLC6,808$8.97M0.09%−269−3.8%Reduced
Cerity Partners LLC6,827$9.00M0.01%+62+0.9%Added
Mediolanum International Funds Ltd6,985$9.01M0.09%+382+5.8%Added
Northwestern Mutual Wealth Management Co6,877$9.06M0.01%+1,079+18.6%Added
Legal Advantage Investments, Inc.6,882$9.07M4.08%+355+5.4%Added
Janus Henderson Group PLC6,891$9.08M0.00%−100−1.4%Reduced
Delta Investment Management, LLC6,972$9.19M1.65%−421−5.7%Reduced
Advisor Group Holdings, Inc.6,794$9.22M0.01%+415+6.5%Added
Quest Investment Management LLC7,065$9.31M0.98%+1,441+25.6%Added
Steward Partners Investment Advisory, LLC7,170$9.45M0.05%−690−8.8%Reduced
AIA Group Ltd7,215$9.51M0.17%+3,287+83.7%Added
Cullen/Frost Bankers, Inc.7,230$9.53M0.11%+5,520+322.8%Added
Public Employees Retirement Association of Colorado7,261$9.57M0.04%−136−1.8%Reduced
Vident Advisory, LLC7,297$9.62M0.09%+181+2.5%Added
Spinecap SAS7,322$9.65M4.25%+7,322New
Brasada Capital Management, LP7,542$9.68M1.65%−313−4.0%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund7,387$9.74M0.08%+500+7.3%Added
DuPont Capital Management Corp7,551$9.95M1.03%00.0%Unchanged
Susquehanna International Group, LLP7,569$9.98M0.01%−14,202−65.2%Reduced
Pathstone Holdings, LLC7,574$9.98M0.04%+211+2.9%Added
New York Life Investment Management LLC7,653$10.1M0.09%+12+0.2%Added
Advisory Services Network, LLC7,703$10.2M0.15%−529−6.4%Reduced
Symmetry Investments LP7,744$10.2M0.83%−30,839−79.9%Reduced
CIBC Bancorp USA Inc.7,768$10.2M0.06%+7,768New
CIBC Asset Management Inc7,775$10.2M0.03%+8+0.1%Added
Sumitomo Mitsui DS Asset Management Company, Ltd7,803$10.3M0.08%−877−10.1%Reduced
Dilation Capital Management LP7,843$10.3M5.12%+1,600+25.6%Added
British Columbia Investment Management Corp8,087$10.7M0.06%−740−8.4%Reduced
Smith, Salley & Associates8,111$10.7M0.55%−29−0.4%Reduced
Xponance, Inc.8,372$11.0M0.09%−380−4.3%Reduced
Dai-Ichi Life Insurance Company, Ltd8,447$11.1M0.28%−2,133−20.2%Reduced
Teacher Retirement System of Texas8,669$11.4M0.05%−1,160−11.8%Reduced
Daiwa Securities Group Inc.8,824$11.6M0.04%+328+3.9%Added
Police & Firemen's Retirement System of New Jersey8,900$11.7M0.09%+510+6.1%Added
Red Door Wealth Management, LLC8,951$11.8M1.25%+237+2.7%Added
Asset Planning,Inc9,056$11.9M8.64%+247+2.8%Added
Utah Retirement Systems9,134$12.0M0.12%+138+1.5%Added
Creative Planning9,185$12.1M0.01%−2,088−18.5%Reduced
Harel Insurance Investments & Financial Services Ltd.9,206$12.1M0.11%+1,919+26.3%Added
Oak Ridge Investments LLC9,325$12.3M0.79%+225+2.5%Added
USS Investment Management Ltd9,643$12.7M0.06%00.0%Unchanged
Stephens Inc9,985$13.2M0.17%+833+9.1%Added
Pittenger & Anderson Inc10,012$13.2M0.48%+194+2.0%Added
Calamos Advisors LLC10,046$13.2M0.05%+3,246+47.7%Added
Fairbanks Capital Management, Inc.10,181$13.4M7.27%−26−0.3%Reduced
Allspring Global Investments Holdings, LLC10,331$13.4M0.02%−6,205−37.5%Reduced
Fifth Third Bancorp10,687$14.1M0.05%−257−2.3%Reduced
Broad Run Investment Management, LLC10,801$14.2M2.33%00.0%Unchanged
ProShare Advisors LLC10,852$14.3M0.03%+1,189+12.3%Added
Bank of Nova Scotia10,865$14.3M0.03%−405−3.6%Reduced
Linonia Partnership LP11,022$14.5M0.38%00.0%Unchanged
Pragma Gestao de Patrimonio Ltd11,190$14.7M6.35%+1,800+19.2%Added
Amalgamated Bank11,301$14.9M0.11%−91−0.8%Reduced
Man Group plc11,401$15.0M0.03%+2,191+23.8%Added
Pinnacle Financial Partners Inc11,714$15.4M0.37%−1,257−9.7%Reduced
Forsta Ap-Fonden11,800$15.6M0.09%+600+5.4%Added
Susquehanna Advisors Group, Inc.11,807$15.6M0.48%+11,807New
Mirae Asset Global Investments Co., Ltd.11,831$15.6M0.05%−59−0.5%Reduced
Investidor Profissional Gestao de Recursos Ltda.11,834$15.6M12.22%+2,995+33.9%Added
Varma Mutual Pension Insurance Co12,020$15.8M0.10%+1,000+9.1%Added
Lansforsakringar Fondforvaltning AB (publ)12,108$16.0M0.08%+366+3.1%Added
Voya Investment Management LLC12,453$16.4M0.02%−66,160−84.2%Reduced
PYA Waltman Capital, LLC12,479$16.4M4.41%+672+5.7%Added
Rafferty Asset Management, LLC12,857$16.9M0.05%+1,854+16.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,532$17.8M0.09%−200,243−93.7%Reduced
Owl Creek Asset Management, L.P.13,599$17.9M2.04%+13,599New
Gilder Gagnon Howe & Co LLC13,944$18.4M0.19%+1,110+8.6%Added
GW&K Investment Management, LLC13,970$18.4M0.16%−1,236−8.1%Reduced
AQR Capital Management LLC14,305$18.5M0.01%−338−2.3%Reduced
Czech National Bank14,312$18.9M0.13%+583+4.2%Added
Los Angeles Capital Management LLC14,324$18.9M0.06%+364+2.6%Added
Capital Group Private Client Services, Inc.14,325$18.9M0.32%−43,833−75.4%Reduced
Goodnow Investment Group, LLC14,347$18.9M1.81%+20+0.1%Added
MetLife Investment Management14,425$19.0M0.09%−314−2.1%Reduced
National Bank of Canada14,822$19.5M0.02%−24,442−62.3%Reduced
Citadel Advisors LLC14,940$19.7M0.02%+2,177+17.1%Added
Mariner, LLC14,978$19.7M0.03%−1,344−8.2%Reduced
Credit Agricole S A14,992$19.8M0.07%+14,992New
Rheos Capital Works Inc.15,000$19.8M1.11%00.0%Unchanged
Bluegrass Capital Partners LP15,500$20.4M13.37%+3,000+24.0%Added
HighTower Advisors, LLC15,949$21.0M0.02%+560+3.6%Added
Arizona State Retirement System16,404$21.6M0.12%+9+0.1%Added
Nisa Investment Advisors, LLC16,602$21.9M0.08%−6,449−28.0%Reduced
Comerica Bank17,211$22.7M0.09%−831−4.6%Reduced