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 |
|---|---|---|---|---|---|
| Coalescence Partners Investment Management, LP | 28,282 | $37.6M | 8.86% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 28,577 | $38.0M | 0.10% | −279−1.0% | Reduced |
| Neuberger Berman Group LLC | 28,691 | $38.2M | 0.03% | −109,746−79.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 29,047 | $38.6M | 1.46% | −10.0% | Reduced |
| Zimmer Partners, LP | 29,250 | $38.9M | 1.02% | −8,750−23.0% | Reduced |
| Cat Rock Capital Management LP | 29,279 | $38.9M | 5.58% | +6,600+29.1% | Added |
| EULAV Asset Management | 29,657 | $39.4M | 1.05% | −11,900−28.6% | Reduced |
| Crow's Nest Holdings LP | 29,725 | $39.5M | 9.00% | −1,700−5.4% | Reduced |
| State of Wisconsin Investment Board | 30,007 | $39.9M | 0.09% | −397−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 29,877 | $41.2M | 0.08% | 00.0% | Unchanged |
| APG Asset Management N.V. | 36,564 | $41.4M | 0.12% | −3,417−8.5% | Reduced |
| Milford Funds Ltd | 31,514 | $41.9M | 0.82% | +31,514 | New |
| Cookson Peirce & Co Inc | 32,009 | $42.6M | 1.76% | −582−1.8% | Reduced |
| KLP Kapitalforvaltning AS | 32,142 | $42.7M | 0.17% | −5,250−14.0% | Reduced |
| SEI Investments Co | 32,919 | $43.8M | 0.04% | +418+1.3% | Added |
| Ampfield Management, L.P. | 32,990 | $43.9M | 65.80% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,996 | $43.9M | 0.09% | −7,838−19.2% | Reduced |
| Korea Investment CORP | 34,252 | $45.6M | 0.09% | −439−1.3% | Reduced |
| Natixis Advisors, L.P. | 34,531 | $45.9M | 0.07% | −23,656−40.7% | Reduced |
| Ensign Peak Advisors, Inc | 34,890 | $46.4M | 0.08% | +2,316+7.1% | Added |
| Asset Management One Co.,Ltd. | 35,422 | $46.7M | 0.13% | +5,280+17.5% | Added |
| Ci Investments Inc. | 35,125 | $46.7M | 0.20% | −478−1.3% | Reduced |
| Regions Financial Corp | 35,452 | $47.1M | 0.30% | +273+0.8% | Added |
| Capital International Sarl | 36,905 | $49.1M | 0.79% | +2,176+6.3% | Added |
| Manufacturers Life Insurance Company, The | 37,016 | $49.2M | 0.04% | −500−1.3% | Reduced |
| Storebrand Asset Management AS | 38,009 | $50.5M | 0.14% | +1,416+3.9% | Added |
| Pictet Asset Management Holding SA | 39,432 | $52.4M | 0.05% | +5,445+16.0% | Added |
| Mar Vista Investment Partners LLC | 39,791 | $52.9M | 4.86% | −2,258−5.4% | Reduced |
| Standard Life Aberdeen plc | 40,195 | $53.5M | 0.08% | −274−0.7% | Reduced |
| Employees Retirement System of Texas | 40,587 | $54.0M | 0.44% | −700−1.7% | Reduced |
| National Philanthropic Trust | 40,695 | $54.1M | 0.53% | +36,901+972.6% | Added |
| Capital International Inc | 43,027 | $57.2M | 0.45% | −893−2.0% | Reduced |
| New York State Teachers Retirement System | 44,372 | $59.0M | 0.11% | −214−0.5% | Reduced |
| Aviva PLC | 45,480 | $60.5M | 0.10% | +2,484+5.8% | Added |
| Retirement Systems of Alabama | 46,196 | $61.4M | 0.20% | −40−0.1% | Reduced |
| First Trust Advisors LP | 46,334 | $61.6M | 0.04% | +15,269+49.2% | Added |
| Marshall Wace, LLP | 46,585 | $62.0M | 0.06% | +46,585 | New |
| Squarepoint Ops LLC | 46,641 | $62.0M | 0.13% | −4,086−8.1% | Reduced |
| SG Americas Securities, LLC | 47,072 | $62.6M | 0.08% | +44,633+1,830.0% | Added |
| Thornburg Investment Management Inc | 47,636 | $63.3M | 0.80% | 00.0% | Unchanged |
| Stifel Financial Corp | 49,646 | $66.0M | 0.06% | −3,308−6.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 50,994 | $67.8M | 0.10% | +2,099+4.3% | Added |
| Danske Bank A/S | 51,175 | $68.1M | 0.16% | −19,921−28.0% | Reduced |
| State Board of Administration of Florida Retirement System | 51,617 | $68.6M | 0.12% | −1,505−2.8% | Reduced |
| Colony Group, LLC | 51,662 | $68.7M | 0.08% | +2,943+6.0% | Added |
| Holocene Advisors, LP | 56,221 | $74.8M | 0.16% | +19,129+51.6% | Added |
| Alliancebernstein L.P. | 56,731 | $75.4M | 0.02% | −426−0.7% | Reduced |
| Chicago Capital, LLC | 57,377 | $76.3M | 1.88% | +2,869+5.3% | Added |
| Bank of Montreal | 58,014 | $77.1M | 0.03% | −32,437−35.9% | Reduced |
| Blacksheep Fund Management Ltd | 58,464 | $77.7M | 31.61% | +20,244+53.0% | Added |
| Federated Hermes, Inc. | 59,336 | $78.9M | 0.13% | −717−1.2% | Reduced |
| Schroder Investment Management Group | 59,662 | $79.3M | 0.06% | −1,658−2.7% | Reduced |
| New York State Common Retirement Fund | 61,988 | $82.4M | 0.11% | −916−1.5% | Reduced |
| Envestnet Asset Management Inc | 63,723 | $84.7M | 0.03% | −10,095−13.7% | Reduced |
| Intermede Investment Partners Ltd | 64,676 | $86.0M | 3.53% | −3,197−4.7% | Reduced |
| Argent Capital Management LLC | 64,826 | $86.2M | 2.45% | −2,058−3.1% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 68,351 | $90.0M | 0.26% | +68,351 | New |
| CI Private Wealth, LLC | 69,286 | $92.1M | 0.13% | +1,468+2.2% | Added |
| The PNC Financial Services Group, Inc. | 72,171 | $96.0M | 0.05% | +340+0.5% | Added |
| Hudson Way Capital Management LLC | 73,303 | $97.5M | 7.75% | +4,510+6.6% | Added |
| Amundi | 74,058 | $98.5M | 0.03% | +5,489+8.0% | Added |
| Royal Bank of Canada | 75,648 | $100.6M | 0.02% | −10,663−12.4% | Reduced |
| State of Michigan Retirement System | 75,792 | $100.8M | 0.49% | −400−0.5% | Reduced |
| Bamco Inc | 77,799 | $103.5M | 0.28% | −4,350−5.3% | Reduced |
| Raymond James Financial Inc | 81,049 | $107.8M | 0.03% | −1,918−2.3% | Reduced |
| Douglas Lane & Associates, LLC | 82,048 | $109.1M | 1.50% | −451−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 84,858 | $112.8M | 0.07% | −1,968−2.3% | Reduced |
| Atalan Capital Partners, LP | 87,650 | $116.6M | 8.29% | −5,100−5.5% | Reduced |
| HSBC Holdings PLC | 88,888 | $118.2M | 0.07% | −5,190−5.5% | Reduced |
| Citigroup Inc | 92,263 | $122.7M | 0.08% | −7,239−7.3% | Reduced |
| California State Teachers Retirement System | 95,138 | $126.5M | 0.13% | −100.0% | Reduced |
| California Public Employees Retirement System | 95,573 | $127.1M | 0.07% | −422−0.4% | Reduced |
| Russell Investments Group, Ltd. | 97,093 | $129.1M | 0.14% | +17,793+22.4% | Added |
| Brown Advisory Inc | 97,112 | $129.1M | 0.18% | −27,131−21.8% | Reduced |
| Barclays PLC | 98,133 | $130.5M | 0.05% | −41,701−29.8% | Reduced |
| US Bancorp | 99,121 | $131.8M | 0.15% | +365+0.4% | Added |
| King Luther Capital Management Corp | 99,662 | $132.5M | 0.54% | +7,807+8.5% | Added |
| Rhumbline Advisers | 100,494 | $133.6M | 0.11% | −803−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 101,839 | $135.4M | 2.37% | −2,475−2.4% | Reduced |
| Sands Capital Management, LLC | 103,179 | $137.2M | 0.42% | +9,883+10.6% | Added |
| Triple Frond Partners LLC | 103,894 | $138.2M | 14.36% | +46,930+82.4% | Added |
| Bristol John W & Co Inc | 110,765 | $147.3M | 2.27% | +22,298+25.2% | Added |
| Skye Global Management LP | 120,000 | $159.6M | 3.22% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121,215 | $164.7M | 0.11% | +7,369+6.5% | Added |
| National Pension Service | 132,680 | $176.4M | 0.13% | −30,175−18.5% | Reduced |
| Deutsche Bank AG | 138,108 | $183.7M | 0.06% | +14,529+11.8% | Added |
| Veritas Asset Management LLP | 141,842 | $188.6M | 1.93% | +141,842 | New |
| Temasek Holdings (Private) Ltd | 145,538 | $193.5M | 0.62% | +145,538 | New |
| Wells Fargo & Company | 146,043 | $194.2M | 0.04% | −41,854−22.3% | Reduced |
| DF Dent & Co Inc | 149,748 | $199.1M | 2.87% | −16,536−9.9% | Reduced |
| Ameriprise Financial Inc | 151,702 | $201.7M | 0.05% | +432+0.3% | Added |
| Swiss National Bank | 153,910 | $204.7M | 0.12% | −7,990−4.9% | Reduced |
| Dimensional Fund Advisors LP | 154,950 | $206.0M | 0.04% | +3,476+2.3% | Added |
| Alkeon Capital Management LLC | 165,611 | $220.2M | 0.96% | −30,000−15.3% | Reduced |
| Citadel Advisors LLC | 169,018 | $224.8M | 0.15% | +154,078+1,031.3% | Added |
| Blair William & Co | 170,230 | $226.4M | 0.61% | −2,419−1.4% | Reduced |
| Heard Capital LLC | 170,629 | $226.9M | 10.65% | +13,906+8.9% | Added |
| CIBC Private Wealth Group, LLC | 191,421 | $254.6M | 0.43% | +16,738+9.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 196,768 | $261.7M | 0.15% | −4,968−2.5% | Reduced |
| Darsana Capital Partners LP | 200,000 | $266.0M | 5.30% | 00.0% | Unchanged |