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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 41,287 | $54.4M | 0.43% | +12,338+42.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,834 | $53.8M | 0.12% | −6,456−13.7% | Reduced |
| Standard Life Aberdeen plc | 40,469 | $52.2M | 0.08% | −68−0.2% | Reduced |
| Blacksheep Fund Management Ltd | 38,220 | $50.4M | 42.95% | +38,220 | New |
| Zimmer Partners, LP | 38,000 | $50.1M | 1.22% | +19,300+103.2% | Added |
| Manufacturers Life Insurance Company, The | 37,516 | $49.4M | 0.04% | +633+1.7% | Added |
| KLP Kapitalforvaltning AS | 37,392 | $49.3M | 0.20% | +100+0.3% | Added |
| Holocene Advisors, LP | 37,092 | $48.9M | 0.11% | −104,951−73.9% | Reduced |
| Storebrand Asset Management AS | 36,593 | $48.2M | 0.13% | +1,549+4.4% | Added |
| Ci Investments Inc. | 35,603 | $46.9M | 0.17% | −2,051−5.4% | Reduced |
| Regions Financial Corp | 35,179 | $46.4M | 0.30% | +304+0.9% | Added |
| Capital International Sarl | 34,729 | $45.8M | 0.79% | +11,302+48.2% | Added |
| Korea Investment CORP | 34,691 | $45.7M | 0.09% | +5,904+20.5% | Added |
| APG Asset Management N.V. | 39,981 | $44.8M | 0.13% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 33,987 | $44.8M | 0.04% | +7,195+26.9% | Added |
| Cypress Funds LLC | 33,344 | $43.9M | 5.76% | 00.0% | Unchanged |
| Ampfield Management, L.P. | 32,990 | $43.5M | 48.46% | −315−0.9% | Reduced |
| Cookson Peirce & Co Inc | 32,591 | $43.0M | 1.76% | −1,203−3.6% | Reduced |
| Ensign Peak Advisors, Inc | 32,574 | $42.9M | 0.07% | +816+2.6% | Added |
| SEI Investments Co | 32,501 | $42.8M | 0.05% | −531−1.6% | Reduced |
| Prudential Financial Inc | 31,572 | $41.6M | 0.05% | −960−3.0% | Reduced |
| Praesidium Investment Management Company, LLC | 31,512 | $41.5M | 8.10% | −574−1.8% | Reduced |
| Crow's Nest Holdings LP | 31,425 | $41.4M | 8.63% | −3,575−10.2% | Reduced |
| First Trust Advisors LP | 31,065 | $40.9M | 0.03% | +6,977+29.0% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 30,800 | $40.6M | 0.47% | +30,800 | New |
| State of Wisconsin Investment Board | 30,404 | $40.1M | 0.09% | −869−2.8% | Reduced |
| Asset Management One Co.,Ltd. | 30,142 | $39.7M | 0.12% | −836−2.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,367 | $38.7M | 0.06% | +492+1.7% | Added |
| DekaBank Deutsche Girozentrale | 29,877 | $38.4M | 0.06% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 29,048 | $38.3M | 1.50% | −55−0.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 28,856 | $38.0M | 0.10% | −908−3.1% | Reduced |
| Royal London Asset Management Ltd | 28,289 | $37.3M | 0.08% | −746−2.6% | Reduced |
| Coalescence Partners Investment Management, LP | 28,282 | $37.3M | 9.83% | +11,218+65.7% | Added |
| BRX Global LP | 28,279 | $37.3M | 35.60% | +1,130+4.2% | Added |
| Anabranch Capital Management, LP | 27,555 | $36.3M | 22.86% | +6,136+28.6% | Added |
| Chilton Capital Management LLC | 27,239 | $35.9M | 1.21% | −11,235−29.2% | Reduced |
| Oakmont Corp | 25,230 | $33.3M | 5.94% | +5,326+26.8% | Added |
| iA Global Asset Management Inc. | 25,097 | $33.1M | 0.45% | −90.0% | Reduced |
| Treasurer of the State of North Carolina | 24,854 | $32.8M | 0.10% | −967−3.7% | Reduced |
| Mill Capital Management, LLC | 24,814 | $32.7M | 2.42% | −1,293−5.0% | Reduced |
| Oakcliff Capital Partners, LP | 24,170 | $31.9M | 13.75% | +2,877+13.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 23,392 | $30.8M | 0.07% | −1,028−4.2% | Reduced |
| East Coast Asset Management, LLC. | 23,387 | $30.8M | 9.66% | −241−1.0% | Reduced |
| DnB Asset Management AS | 23,139 | $30.5M | 0.11% | +810+3.6% | Added |
| Baskin Financial Services Inc. | 23,062 | $30.4M | 2.23% | +505+2.2% | Added |
| Cat Rock Capital Management LP | 22,679 | $29.9M | 3.69% | +11,943+111.2% | Added |
| Great West Life Assurance Co | 23,134 | $29.8M | 0.04% | +636+2.8% | Added |
| Capital International Ltd | 22,389 | $29.5M | 1.07% | +3,882+21.0% | Added |
| Advent International Corp | 22,264 | $29.3M | 0.59% | −9,890−30.8% | Reduced |
| Public Employees Retirement System of Ohio | 22,081 | $29.1M | 0.09% | −464−2.1% | Reduced |
| LPL Financial LLC | 21,728 | $28.6M | 0.01% | −4,095−15.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 21,100 | $27.8M | 0.18% | +200+1.0% | Added |
| TCW Group Inc | 21,046 | $27.7M | 0.23% | −2,180−9.4% | Reduced |
| Titan Global Capital Management USA LLC | 21,042 | $27.7M | 4.08% | −909−4.1% | Reduced |
| Toronto Dominion Bank | 20,712 | $27.3M | 0.05% | −2,073−9.1% | Reduced |
| TD Asset Management Inc | 20,530 | $27.1M | 0.02% | −89−0.4% | Reduced |
| One Madison Group LLC | 20,000 | $26.4M | 2.89% | −5,000−20.0% | Reduced |
| State of New Jersey Common Pension Fund D | 19,549 | $25.8M | 0.09% | +904+4.8% | Added |
| State of Tennessee, Treasury Department | 19,410 | $25.6M | 0.09% | −4,310−18.2% | Reduced |
| Nomura Asset Management Co Ltd | 19,267 | $25.4M | 0.07% | −1,007−5.0% | Reduced |
| Howland Capital Management LLC | 19,247 | $25.4M | 0.97% | +75+0.4% | Added |
| Gotham Asset Management, LLC | 19,131 | $25.2M | 0.11% | −409−2.1% | Reduced |
| Quantinno Capital Management LP | 18,478 | $24.4M | 0.07% | +3,228+21.2% | Added |
| Pennant Investors, LP | 18,471 | $24.3M | 6.55% | −1,400−7.0% | Reduced |
| Nissay Asset Management Corp | 18,344 | $24.2M | 0.13% | +856+4.9% | Added |
| Janney Montgomery Scott LLC | 18,278 | $24.1M | 0.06% | +1,933+11.8% | Added |
| Maestria Partners LLC | 18,152 | $23.9M | 7.56% | +4,000+28.3% | Added |
| Fred Alger Management, LLC | 17,987 | $23.7M | 0.09% | −5,725−24.1% | Reduced |
| Victory Capital Management Inc | 17,930 | $23.6M | 0.01% | −384−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,598 | $23.2M | 0.07% | +17,598 | New |
| Lynwood Price Capital Management LP | 17,500 | $23.1M | 11.56% | +3,500+25.0% | Added |
| Resona Asset Management Co.,Ltd. | 17,482 | $23.0M | 0.11% | −767−4.2% | Reduced |
| Archon Partners LLC | 17,300 | $22.8M | 2.42% | 00.0% | Unchanged |
| Comerica Bank | 17,211 | $22.7M | 0.09% | −831−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 16,602 | $21.9M | 0.08% | −6,449−28.0% | Reduced |
| Arizona State Retirement System | 16,404 | $21.6M | 0.12% | +9+0.1% | Added |
| HighTower Advisors, LLC | 15,949 | $21.0M | 0.02% | +560+3.6% | Added |
| Bluegrass Capital Partners LP | 15,500 | $20.4M | 13.37% | +3,000+24.0% | Added |
| Rheos Capital Works Inc. | 15,000 | $19.8M | 1.11% | 00.0% | Unchanged |
| Credit Agricole S A | 14,992 | $19.8M | 0.07% | +14,992 | New |
| Mariner, LLC | 14,978 | $19.7M | 0.03% | −1,344−8.2% | Reduced |
| Citadel Advisors LLC | 14,940 | $19.7M | 0.02% | +2,177+17.1% | Added |
| National Bank of Canada | 14,822 | $19.5M | 0.02% | −24,442−62.3% | Reduced |
| MetLife Investment Management | 14,425 | $19.0M | 0.09% | −314−2.1% | Reduced |
| Goodnow Investment Group, LLC | 14,347 | $18.9M | 1.81% | +20+0.1% | Added |
| Capital Group Private Client Services, Inc. | 14,325 | $18.9M | 0.32% | −43,833−75.4% | Reduced |
| Los Angeles Capital Management LLC | 14,324 | $18.9M | 0.06% | +364+2.6% | Added |
| Czech National Bank | 14,312 | $18.9M | 0.13% | +583+4.2% | Added |
| AQR Capital Management LLC | 14,305 | $18.5M | 0.01% | −338−2.3% | Reduced |
| GW&K Investment Management, LLC | 13,970 | $18.4M | 0.16% | −1,236−8.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 13,944 | $18.4M | 0.19% | +1,110+8.6% | Added |
| Owl Creek Asset Management, L.P. | 13,599 | $17.9M | 2.04% | +13,599 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,532 | $17.8M | 0.09% | −200,243−93.7% | Reduced |
| Rafferty Asset Management, LLC | 12,857 | $16.9M | 0.05% | +1,854+16.8% | Added |
| PYA Waltman Capital, LLC | 12,479 | $16.4M | 4.41% | +672+5.7% | Added |
| Voya Investment Management LLC | 12,453 | $16.4M | 0.02% | −66,160−84.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 12,108 | $16.0M | 0.08% | +366+3.1% | Added |
| Varma Mutual Pension Insurance Co | 12,020 | $15.8M | 0.10% | +1,000+9.1% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 11,834 | $15.6M | 12.22% | +2,995+33.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,831 | $15.6M | 0.05% | −59−0.5% | Reduced |