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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 215,810 | $287.0M | 0.08% | −35,379−14.1% | Reduced |
| Canada Pension Plan Investment Board | 230,999 | $307.2M | 0.21% | +9,192+4.1% | Added |
| Vulcan Value Partners, LLC | 240,620 | $320.0M | 5.77% | −9,023−3.6% | Reduced |
| Point72 Asset Management, L.P. | 252,781 | $336.2M | 0.53% | +252,281+50,456.2% | Added |
| UBS Asset Management Americas Inc | 289,814 | $385.4M | 0.08% | +12,881+4.7% | Added |
| Bank of America Corp | 292,323 | $388.7M | 0.03% | −64,747−18.1% | Reduced |
| Goldman Sachs Group Inc | 293,092 | $389.8M | 0.06% | −39,197−11.8% | Reduced |
| Legal & General Group Plc | 309,790 | $412.0M | 0.09% | −3,812−1.2% | Reduced |
| Bank of New York Mellon Corp | 321,608 | $427.7M | 0.08% | +49,179+18.1% | Added |
| Franklin Resources Inc | 376,593 | $500.8M | 0.12% | −98,896−20.8% | Reduced |
| Charles Schwab Investment Management Inc | 396,578 | $527.4M | 0.08% | +8,451+2.2% | Added |
| Primecap Management Co | 410,217 | $545.5M | 0.41% | −175,156−29.9% | Reduced |
| Invesco Ltd. | 427,968 | $569.1M | 0.05% | +6,087+1.4% | Added |
| Stockbridge Partners LLC | 434,280 | $577.5M | 12.71% | −90,953−17.3% | Reduced |
| Northern Trust Corp | 460,269 | $612.1M | 0.08% | −8,674−1.8% | Reduced |
| UBS Group AG | 464,509 | $617.7M | 0.12% | +2,172+0.5% | Added |
| Windacre Partnership LLC | 566,100 | $752.8M | 8.07% | −46,400−7.6% | Reduced |
| Edgewood Management LLC | 581,412 | $773.2M | 3.68% | −55,429−8.7% | Reduced |
| Soroban Capital Partners LP | 747,970 | $985.8M | 7.21% | +166,865+28.7% | Added |
| Price T Rowe Associates Inc | 746,559 | $992.8M | 0.11% | −2,154−0.3% | Reduced |
| Norges Bank | 771,208 | $1.03B | 0.11% | +771,208 | New |
| Morgan Stanley | 852,237 | $1.13B | 0.07% | −31,659−3.6% | Reduced |
| Altarock Partners LLC | 969,400 | $1.29B | 25.28% | −6,992−0.7% | Reduced |
| JPMorgan Chase & Co | 993,009 | $1.32B | 0.09% | −269,307−21.3% | Reduced |
| Geode Capital Management, LLC | 1,231,871 | $1.63B | 0.10% | −1910.0% | Reduced |
| FMR LLC | 1,619,293 | $2.15B | 0.11% | −663,137−29.1% | Reduced |
| Principal Financial Group Inc | 2,166,523 | $2.88B | 1.47% | −213,293−9.0% | Reduced |
| State Street Corp | 2,456,186 | $3.27B | 0.11% | +67,348+2.8% | Added |
| Capital Research Global Investors | 2,476,661 | $3.29B | 0.61% | +268,824+12.2% | Added |
| Capital World Investors | 3,954,512 | $5.26B | 0.72% | +15,825+0.4% | Added |
| BlackRock, Inc. | 4,298,292 | $5.72B | 0.10% | +102,522+2.4% | Added |
| Capital International Investors | 6,544,423 | $8.70B | 1.36% | +55,230+0.9% | Added |
| Vanguard Group Inc | 6,799,539 | $9.04B | 0.13% | −15,399−0.2% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −13,599−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −11,807−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −5,985−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,141−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −3,468−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Tiff Advisory Services Inc | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −1,703−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| BlueSpruce Investments, LP | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |