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, Q4 2025
Institutional positions in TransDigm Group INC as of Dec 31, 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
- 1,133
- +79 vs. Q3 2025
- Shares held
- 53.8M
- +246.4K (+0.5%) vs. Q3 2025
- Total value
- $71.5B
- +$991.3M (+1.4%) vs. Q3 2025
- New holders
- 180
- 386 more added
- Sold out
- 101
- 367 more reduced
19 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,799,539 | $9.04B | 0.13% | −15,399−0.2% | Reduced |
| Capital International Investors | 6,544,423 | $8.70B | 1.36% | +55,230+0.9% | Added |
| BlackRock, Inc. | 4,298,292 | $5.72B | 0.10% | +102,522+2.4% | Added |
| Capital World Investors | 3,954,512 | $5.26B | 0.72% | +15,825+0.4% | Added |
| Capital Research Global Investors | 2,476,661 | $3.29B | 0.61% | +268,824+12.2% | Added |
| State Street Corp | 2,456,186 | $3.27B | 0.11% | +67,348+2.8% | Added |
| Principal Financial Group Inc | 2,166,523 | $2.88B | 1.47% | −213,293−9.0% | Reduced |
| FMR LLC | 1,619,293 | $2.15B | 0.11% | −663,137−29.1% | Reduced |
| Geode Capital Management, LLC | 1,231,871 | $1.63B | 0.10% | −1910.0% | Reduced |
| JPMorgan Chase & Co | 993,009 | $1.32B | 0.09% | −269,307−21.3% | Reduced |
| Altarock Partners LLC | 969,400 | $1.29B | 25.28% | −6,992−0.7% | Reduced |
| Morgan Stanley | 852,237 | $1.13B | 0.07% | −31,659−3.6% | Reduced |
| Norges Bank | 771,208 | $1.03B | 0.11% | +771,208 | New |
| Price T Rowe Associates Inc | 746,559 | $992.8M | 0.11% | −2,154−0.3% | Reduced |
| Soroban Capital Partners LP | 747,970 | $985.8M | 7.21% | +166,865+28.7% | Added |
| Edgewood Management LLC | 581,412 | $773.2M | 3.68% | −55,429−8.7% | Reduced |
| Windacre Partnership LLC | 566,100 | $752.8M | 8.07% | −46,400−7.6% | Reduced |
| UBS Group AG | 464,509 | $617.7M | 0.12% | +2,172+0.5% | Added |
| Northern Trust Corp | 460,269 | $612.1M | 0.08% | −8,674−1.8% | Reduced |
| Stockbridge Partners LLC | 434,280 | $577.5M | 12.71% | −90,953−17.3% | Reduced |
| Invesco Ltd. | 427,968 | $569.1M | 0.05% | +6,087+1.4% | Added |
| Primecap Management Co | 410,217 | $545.5M | 0.41% | −175,156−29.9% | Reduced |
| Charles Schwab Investment Management Inc | 396,578 | $527.4M | 0.08% | +8,451+2.2% | Added |
| Franklin Resources Inc | 376,593 | $500.8M | 0.12% | −98,896−20.8% | Reduced |
| Bank of New York Mellon Corp | 321,608 | $427.7M | 0.08% | +49,179+18.1% | Added |
| Legal & General Group Plc | 309,790 | $412.0M | 0.09% | −3,812−1.2% | Reduced |
| Goldman Sachs Group Inc | 293,092 | $389.8M | 0.06% | −39,197−11.8% | Reduced |
| Bank of America Corp | 292,323 | $388.7M | 0.03% | −64,747−18.1% | Reduced |
| UBS Asset Management Americas Inc | 289,814 | $385.4M | 0.08% | +12,881+4.7% | Added |
| Point72 Asset Management, L.P. | 252,781 | $336.2M | 0.53% | +252,281+50,456.2% | Added |
| Vulcan Value Partners, LLC | 240,620 | $320.0M | 5.77% | −9,023−3.6% | Reduced |
| Canada Pension Plan Investment Board | 230,999 | $307.2M | 0.21% | +9,192+4.1% | Added |
| Nuveen, LLC | 215,810 | $287.0M | 0.08% | −35,379−14.1% | Reduced |
| Darsana Capital Partners LP | 200,000 | $266.0M | 5.30% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 196,768 | $261.7M | 0.15% | −4,968−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 191,421 | $254.6M | 0.43% | +16,738+9.6% | Added |
| Heard Capital LLC | 170,629 | $226.9M | 10.65% | +13,906+8.9% | Added |
| Blair William & Co | 170,230 | $226.4M | 0.61% | −2,419−1.4% | Reduced |
| Citadel Advisors LLC | 169,018 | $224.8M | 0.15% | +154,078+1,031.3% | Added |
| Alkeon Capital Management LLC | 165,611 | $220.2M | 0.96% | −30,000−15.3% | Reduced |
| Dimensional Fund Advisors LP | 154,950 | $206.0M | 0.04% | +3,476+2.3% | Added |
| Swiss National Bank | 153,910 | $204.7M | 0.12% | −7,990−4.9% | Reduced |
| Ameriprise Financial Inc | 151,702 | $201.7M | 0.05% | +432+0.3% | Added |
| DF Dent & Co Inc | 149,748 | $199.1M | 2.87% | −16,536−9.9% | Reduced |
| Wells Fargo & Company | 146,043 | $194.2M | 0.04% | −41,854−22.3% | Reduced |
| Temasek Holdings (Private) Ltd | 145,538 | $193.5M | 0.62% | +145,538 | New |
| Veritas Asset Management LLP | 141,842 | $188.6M | 1.93% | +141,842 | New |
| Deutsche Bank AG | 138,108 | $183.7M | 0.06% | +14,529+11.8% | Added |
| National Pension Service | 132,680 | $176.4M | 0.13% | −30,175−18.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121,215 | $164.7M | 0.11% | +7,369+6.5% | Added |
| Skye Global Management LP | 120,000 | $159.6M | 3.22% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 110,765 | $147.3M | 2.27% | +22,298+25.2% | Added |
| Triple Frond Partners LLC | 103,894 | $138.2M | 14.36% | +46,930+82.4% | Added |
| Sands Capital Management, LLC | 103,179 | $137.2M | 0.42% | +9,883+10.6% | Added |
| Douglass Winthrop Advisors, LLC | 101,839 | $135.4M | 2.37% | −2,475−2.4% | Reduced |
| Rhumbline Advisers | 100,494 | $133.6M | 0.11% | −803−0.8% | Reduced |
| King Luther Capital Management Corp | 99,662 | $132.5M | 0.54% | +7,807+8.5% | Added |
| US Bancorp | 99,121 | $131.8M | 0.15% | +365+0.4% | Added |
| Barclays PLC | 98,133 | $130.5M | 0.05% | −41,701−29.8% | Reduced |
| Brown Advisory Inc | 97,112 | $129.1M | 0.18% | −27,131−21.8% | Reduced |
| Russell Investments Group, Ltd. | 97,093 | $129.1M | 0.14% | +17,793+22.4% | Added |
| California Public Employees Retirement System | 95,573 | $127.1M | 0.07% | −422−0.4% | Reduced |
| California State Teachers Retirement System | 95,138 | $126.5M | 0.13% | −100.0% | Reduced |
| Citigroup Inc | 92,263 | $122.7M | 0.08% | −7,239−7.3% | Reduced |
| HSBC Holdings PLC | 88,888 | $118.2M | 0.07% | −5,190−5.5% | Reduced |
| Atalan Capital Partners, LP | 87,650 | $116.6M | 8.29% | −5,100−5.5% | Reduced |
| BNP Paribas Arbitrage, SA | 84,858 | $112.8M | 0.07% | −1,968−2.3% | Reduced |
| Douglas Lane & Associates, LLC | 82,048 | $109.1M | 1.50% | −451−0.5% | Reduced |
| Raymond James Financial Inc | 81,049 | $107.8M | 0.03% | −1,918−2.3% | Reduced |
| Bamco Inc | 77,799 | $103.5M | 0.28% | −4,350−5.3% | Reduced |
| State of Michigan Retirement System | 75,792 | $100.8M | 0.49% | −400−0.5% | Reduced |
| Royal Bank of Canada | 75,648 | $100.6M | 0.02% | −10,663−12.4% | Reduced |
| Amundi | 74,058 | $98.5M | 0.03% | +5,489+8.0% | Added |
| Hudson Way Capital Management LLC | 73,303 | $97.5M | 7.75% | +4,510+6.6% | Added |
| The PNC Financial Services Group, Inc. | 72,171 | $96.0M | 0.05% | +340+0.5% | Added |
| CI Private Wealth, LLC | 69,286 | $92.1M | 0.13% | +1,468+2.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 68,351 | $90.0M | 0.26% | +68,351 | New |
| Argent Capital Management LLC | 64,826 | $86.2M | 2.45% | −2,058−3.1% | Reduced |
| Intermede Investment Partners Ltd | 64,676 | $86.0M | 3.53% | −3,197−4.7% | Reduced |
| Envestnet Asset Management Inc | 63,723 | $84.7M | 0.03% | −10,095−13.7% | Reduced |
| New York State Common Retirement Fund | 61,988 | $82.4M | 0.11% | −916−1.5% | Reduced |
| Schroder Investment Management Group | 59,662 | $79.3M | 0.06% | −1,658−2.7% | Reduced |
| Federated Hermes, Inc. | 59,336 | $78.9M | 0.13% | −717−1.2% | Reduced |
| Blacksheep Fund Management Ltd | 58,464 | $77.7M | 31.61% | +20,244+53.0% | Added |
| Bank of Montreal | 58,014 | $77.1M | 0.03% | −32,437−35.9% | Reduced |
| Chicago Capital, LLC | 57,377 | $76.3M | 1.88% | +2,869+5.3% | Added |
| Alliancebernstein L.P. | 56,731 | $75.4M | 0.02% | −426−0.7% | Reduced |
| Holocene Advisors, LP | 56,221 | $74.8M | 0.16% | +19,129+51.6% | Added |
| Colony Group, LLC | 51,662 | $68.7M | 0.08% | +2,943+6.0% | Added |
| State Board of Administration of Florida Retirement System | 51,617 | $68.6M | 0.12% | −1,505−2.8% | Reduced |
| Danske Bank A/S | 51,175 | $68.1M | 0.16% | −19,921−28.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 50,994 | $67.8M | 0.10% | +2,099+4.3% | Added |
| Stifel Financial Corp | 49,646 | $66.0M | 0.06% | −3,308−6.2% | Reduced |
| Thornburg Investment Management Inc | 47,636 | $63.3M | 0.80% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 47,072 | $62.6M | 0.08% | +44,633+1,830.0% | Added |
| Squarepoint Ops LLC | 46,641 | $62.0M | 0.13% | −4,086−8.1% | Reduced |
| Marshall Wace, LLP | 46,585 | $62.0M | 0.06% | +46,585 | New |
| First Trust Advisors LP | 46,334 | $61.6M | 0.04% | +15,269+49.2% | Added |
| Retirement Systems of Alabama | 46,196 | $61.4M | 0.20% | −40−0.1% | Reduced |
| Aviva PLC | 45,480 | $60.5M | 0.10% | +2,484+5.8% | Added |