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 |
|---|---|---|---|---|---|
| Oak Ridge Investments LLC | 9,775 | $13.0M | 0.79% | +450+4.8% | Added |
| Fifth Third Bancorp | 9,876 | $13.1M | 0.04% | −811−7.6% | Reduced |
| British Columbia Investment Management Corp | 9,966 | $13.3M | 0.07% | +1,879+23.2% | Added |
| Teacher Retirement System of Texas | 10,105 | $13.4M | 0.05% | +1,436+16.6% | Added |
| Susquehanna International Group, LLP | 10,219 | $13.6M | 0.02% | +2,650+35.0% | Added |
| Stephens Inc | 10,356 | $13.8M | 0.17% | +371+3.7% | Added |
| ProShare Advisors LLC | 10,356 | $13.8M | 0.02% | −496−4.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,286 | $14.0M | 0.02% | −45−0.4% | Reduced |
| Amalgamated Bank | 10,730 | $14.3M | 0.10% | −571−5.1% | Reduced |
| Pittenger & Anderson Inc | 10,735 | $14.3M | 0.55% | +723+7.2% | Added |
| Pragma Gestao de Patrimonio Ltd | 10,790 | $14.3M | 6.11% | −400−3.6% | Reduced |
| Broad Run Investment Management, LLC | 10,801 | $14.4M | 2.67% | 00.0% | Unchanged |
| Creative Planning | 10,852 | $14.4M | 0.01% | +1,667+18.1% | Added |
| Linonia Partnership LP | 11,022 | $14.7M | 0.33% | 00.0% | Unchanged |
| Natixis | 11,129 | $14.8M | 0.06% | +7,294+190.2% | Added |
| 1832 Asset Management L.P. | 11,200 | $14.9M | 0.02% | +11,200 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 11,220 | $14.9M | 11.14% | −614−5.2% | Reduced |
| Forsta Ap-Fonden | 11,430 | $15.2M | 0.09% | −370−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,494 | $15.3M | 0.04% | −6,104−34.7% | Reduced |
| Pinnacle Financial Partners, Inc. | 11,858 | $15.8M | 0.12% | +11,858 | New |
| Islander Capital Partners, L.P. | 11,950 | $15.9M | 7.16% | +11,950 | New |
| Voya Investment Management LLC | 11,970 | $15.9M | 0.02% | −483−3.9% | Reduced |
| Xponance, Inc. | 12,009 | $16.0M | 0.12% | +3,637+43.4% | Added |
| PYA Waltman Capital, LLC | 12,233 | $16.3M | 4.37% | −246−2.0% | Reduced |
| Fred Alger Management, LLC | 12,661 | $16.8M | 0.07% | −5,326−29.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 13,006 | $17.3M | 0.09% | +898+7.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,100 | $17.4M | 0.09% | −432−3.2% | Reduced |
| Rafferty Asset Management, LLC | 13,169 | $17.5M | 0.06% | +312+2.4% | Added |
| CIBC Asset Management Inc | 13,274 | $17.7M | 0.04% | +5,499+70.7% | Added |
| Cornerstone Advisors, LLC | 13,822 | $18.4M | 0.61% | +9,222+200.5% | Added |
| MetLife Investment Management | 13,953 | $18.6M | 0.09% | −472−3.3% | Reduced |
| GW&K Investment Management, LLC | 13,964 | $18.6M | 0.16% | −60.0% | Reduced |
| Man Group plc | 14,002 | $18.6M | 0.04% | +2,601+22.8% | Added |
| Capital Group Private Client Services, Inc. | 14,026 | $18.7M | 0.30% | −299−2.1% | Reduced |
| Los Angeles Capital Management LLC | 14,315 | $18.7M | 0.06% | −9−0.1% | Reduced |
| Varma Mutual Pension Insurance Co | 14,260 | $19.0M | 0.11% | +2,240+18.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,660 | $19.5M | 0.05% | +2,829+23.9% | Added |
| Czech National Bank | 14,851 | $19.7M | 0.13% | +539+3.8% | Added |
| Janney Montgomery Scott LLC | 14,998 | $19.9M | 0.05% | −3,280−17.9% | Reduced |
| AQR Capital Management LLC | 15,061 | $20.0M | 0.01% | +756+5.3% | Added |
| Nisa Investment Advisors, LLC | 15,401 | $20.5M | 0.07% | −1,201−7.2% | Reduced |
| Freestone Grove Partners LP | 15,407 | $20.5M | 0.15% | +15,407 | New |
| Goodnow Investment Group, LLC | 15,442 | $20.5M | 1.92% | +1,095+7.6% | Added |
| Mariner, LLC | 15,599 | $20.7M | 0.02% | +621+4.1% | Added |
| Arizona State Retirement System | 15,863 | $21.1M | 0.11% | −541−3.3% | Reduced |
| Westfield Capital Management Co LP | 16,193 | $21.5M | 0.09% | −201,704−92.6% | Reduced |
| Credit Agricole S A | 16,620 | $22.1M | 0.06% | +1,628+10.9% | Added |
| Resona Asset Management Co.,Ltd. | 16,686 | $22.1M | 0.11% | −796−4.6% | Reduced |
| HighTower Advisors, LLC | 17,230 | $22.9M | 0.03% | +1,281+8.0% | Added |
| Archon Partners LLC | 17,300 | $23.0M | 2.40% | 00.0% | Unchanged |
| Lynwood Price Capital Management LP | 17,500 | $23.3M | 11.32% | 00.0% | Unchanged |
| Victory Capital Management Inc | 17,809 | $23.7M | 0.01% | −121−0.7% | Reduced |
| Bluegrass Capital Partners LP | 18,000 | $23.9M | 14.30% | +2,500+16.1% | Added |
| Maestria Partners LLC | 18,152 | $24.1M | 7.07% | 00.0% | Unchanged |
| Pennant Investors, LP | 18,471 | $24.6M | 5.98% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 18,545 | $24.7M | 0.06% | −722−3.7% | Reduced |
| One Madison Group LLC | 19,000 | $25.3M | 2.92% | −1,000−5.0% | Reduced |
| LPL Financial LLC | 19,042 | $25.3M | 0.01% | −2,686−12.4% | Reduced |
| State of New Jersey Common Pension Fund D | 19,103 | $25.4M | 0.09% | −446−2.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 19,228 | $25.6M | 0.19% | +19,228 | New |
| State of Tennessee, Treasury Department | 17,924 | $25.6M | 0.08% | −1,486−7.7% | Reduced |
| Jain Global LLC | 19,282 | $25.6M | 0.25% | +19,282 | New |
| Howland Capital Management LLC | 19,417 | $25.8M | 0.98% | +170+0.9% | Added |
| Nissay Asset Management Corp | 19,689 | $26.2M | 0.14% | +1,345+7.3% | Added |
| Capital Fund Management S.A. | 20,189 | $26.8M | 0.25% | +20,189 | New |
| TD Asset Management Inc | 20,384 | $27.1M | 0.02% | −146−0.7% | Reduced |
| TCW Group Inc | 20,848 | $27.7M | 0.20% | −198−0.9% | Reduced |
| Toronto Dominion Bank | 20,906 | $27.8M | 0.05% | +194+0.9% | Added |
| Titan Global Capital Management USA LLC | 20,954 | $27.9M | 3.99% | −88−0.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 21,679 | $28.8M | 0.18% | +579+2.7% | Added |
| Bank of Nova Scotia | 21,914 | $29.1M | 0.04% | +11,049+101.7% | Added |
| Public Employees Retirement System of Ohio | 22,065 | $29.3M | 0.09% | −16−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 22,345 | $29.7M | 0.07% | −1,047−4.5% | Reduced |
| Baskin Financial Services Inc. | 22,938 | $30.5M | 2.30% | −124−0.5% | Reduced |
| J. Goldman & Co LP | 22,938 | $30.5M | 1.19% | +22,938 | New |
| D. E. Shaw & Co., Inc. | 23,028 | $30.6M | 0.02% | +23,028 | New |
| Treasurer of the State of North Carolina | 23,161 | $30.8M | 0.10% | −1,693−6.8% | Reduced |
| Ycg, LLC | 23,288 | $31.0M | 2.34% | +23,288 | New |
| East Coast Asset Management, LLC. | 23,341 | $31.0M | 9.13% | −46−0.2% | Reduced |
| Gotham Asset Management, LLC | 23,509 | $31.3M | 0.11% | +4,378+22.9% | Added |
| Capital International Ltd | 23,803 | $31.7M | 1.12% | +1,414+6.3% | Added |
| Oakcliff Capital Partners, LP | 24,170 | $32.1M | 13.78% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 24,882 | $33.1M | 2.39% | +68+0.3% | Added |
| iA Global Asset Management Inc. | 25,097 | $33.4M | 0.43% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 25,456 | $33.9M | 0.07% | +6,978+37.8% | Added |
| Gilder Gagnon Howe & Co LLC | 25,535 | $34.0M | 0.36% | +11,591+83.1% | Added |
| Oakmont Corp | 25,810 | $34.3M | 5.94% | +580+2.3% | Added |
| DnB Asset Management AS | 25,824 | $34.3M | 0.12% | +2,685+11.6% | Added |
| Praesidium Investment Management Company, LLC | 26,200 | $34.8M | 6.45% | −5,312−16.9% | Reduced |
| Cypress Funds LLC | 26,713 | $35.5M | 5.88% | −6,631−19.9% | Reduced |
| National Bank of Canada | 26,754 | $35.6M | 0.04% | +11,932+80.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,071 | $35.8M | 0.06% | −2,296−7.8% | Reduced |
| Chilton Capital Management LLC | 27,479 | $36.5M | 1.26% | +240+0.9% | Added |
| Estuary Capital Management LP | 27,520 | $36.6M | 6.51% | +27,520 | New |
| Royal London Asset Management Ltd | 27,526 | $36.6M | 0.08% | −763−2.7% | Reduced |
| Anabranch Capital Management, LP | 27,555 | $36.6M | 24.63% | 00.0% | Unchanged |
| STRS Ohio | 27,726 | $36.9M | 0.14% | −29,304−51.4% | Reduced |
| Prudential Financial Inc | 27,967 | $37.2M | 0.04% | −3,605−11.4% | Reduced |
| Great West Life Assurance Co | 28,021 | $37.3M | 0.06% | +4,887+21.1% | Added |
| BRX Global LP | 28,279 | $37.6M | 36.80% | 00.0% | Unchanged |