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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.

Institutional holdersQ4 2025: 1,133 institutions
Q1 2021: 609 institutionsQ2 2021: 614 institutionsQ3 2021: 630 institutionsQ4 2021: 659 institutionsQ1 2022: 684 institutionsQ2 2022: 658 institutionsQ3 2022: 649 institutionsQ4 2022: 705 institutionsQ1 2023: 721 institutionsQ2 2023: 746 institutionsQ3 2023: 770 institutionsQ4 2023: 864 institutionsQ1 2024: 936 institutionsQ2 2024: 1,005 institutionsQ3 2024: 1,032 institutionsQ4 2024: 1,048 institutionsQ1 2025: 1,090 institutionsQ2 2025: 1,111 institutionsQ3 2025: 1,073 institutionsQ4 2025: 1,133 institutionsQ1 2026: 1,112 institutionsQ2 2026: 1,146 institutions
Value heldQ4 2025: $71.5B
Q1 2021: $31.1BQ2 2021: $34.6BQ3 2021: $33.5BQ4 2021: $33.3BQ1 2022: $33.7BQ2 2022: $27.7BQ3 2022: $27.5BQ4 2022: $32.9BQ1 2023: $38.8BQ2 2023: $47.7BQ3 2023: $44.8BQ4 2023: $54.1BQ1 2024: $65.7BQ2 2024: $68.0BQ3 2024: $74.0BQ4 2024: $67.4BQ1 2025: $73.7BQ2 2025: $82.3BQ3 2025: $70.6BQ4 2025: $71.5BQ1 2026: $61.3BQ2 2026: $70.0B
Institutions holding TDG and their total value by quarter
QuarterHoldersValue
Q2 20261,146$70.0B
Q1 20261,112$61.3B
Q4 20251,133$71.5B
Q3 20251,073$70.6B
Q2 20251,111$82.3B
Q1 20251,090$73.7B
Q4 20241,048$67.4B
Q3 20241,032$74.0B
Q2 20241,005$68.0B
Q1 2024936$65.7B
Q4 2023864$54.1B
Q3 2023770$44.8B
Q2 2023746$47.7B
Q1 2023721$38.8B
Q4 2022705$32.9B
Q3 2022649$27.5B
Q2 2022658$27.7B
Q1 2022684$33.7B
Q4 2021659$33.3B
Q3 2021630$33.5B
Q2 2021614$34.6B
Q1 2021609$31.1B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q3 2025.

Institutions holding TDG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avestar Capital, LLC645$857.8K0.06%−160−19.9%Reduced
Caxton Associates LLP652$867.1K0.02%−3,741−85.2%Reduced
First Business Financial Services, Inc.652$867.1K0.08%00.0%Unchanged
Blue Line Capital, LLC653$868.4K1.03%+653New
Syon Capital LLC658$875.0K0.04%+249+60.9%Added
Canopy Partners, LLC666$885.7K0.29%−12−1.8%Reduced
Bennett Selby Investments LP666$885.7K0.29%+4+0.6%Added
Bank Julius Baer & Co. Ltd, Zurich668$888.3K0.00%00.0%Unchanged
Mesirow Financial Investment Management, Inc.668$888.3K0.02%00.0%Unchanged
St. Louis Trust Co669$889.7K0.10%+669New
Bluedoor Private Wealth, LLC674$896.3K0.41%+674New
Everhart Financial Group, Inc.685$910.9K0.08%−56−7.6%Reduced
Mount Yale Investment Advisors, LLC690$917.3K0.04%−100−12.7%Reduced
Souders Financial Advisors693$921.6K0.11%−7−1.0%Reduced
Dorsey & Whitney Trust CO LLC693$921.6K0.05%−41−5.6%Reduced
SeaCrest Wealth Management, LLC667$924.0K0.09%−6−0.9%Reduced
Two Sigma Advisers, LP700$930.9K0.00%+700New
Meadow Creek Wealth Advisors LLC703$934.4K0.60%−39−5.3%Reduced
Leonteq Securities AG703$934.9K0.05%−72−9.3%Reduced
Savant Capital, LLC705$937.1K0.01%−44−5.9%Reduced
First Bank & Trust723$961.5K0.16%−290−28.6%Reduced
Drake & Associates, LLC726$965.5K0.19%−5−0.7%Reduced
Silver Oak Securities, Inc740$974.3K0.07%+191+34.8%Added
Signaturefd, LLC745$990.4K0.02%+76+11.4%Added
Verdence Capital Advisors LLC749$996.2K0.06%+6+0.8%Added
Griffin Asset Management, Inc.750$997.4K0.11%+750New
Perigon Wealth Management, LLC754$1.00M0.02%+6+0.8%Added
Silvercrest Asset Management Group LLC754$1.00M0.01%−72−8.7%Reduced
Mangrove Partners756$1.01M0.08%+756New
Strong Tower Advisory Services757$1.01M0.18%+64+9.2%Added
MAI Capital Management758$1.01M0.01%−1−0.1%Reduced
HighPoint Advisor Group LLC767$1.02M0.02%+171+28.7%Added
Capital Planning Advisors, LLC769$1.02M0.14%−216−21.9%Reduced
Castleark Management LLC770$1.02M0.03%00.0%Unchanged
Skylands Capital, LLC770$1.02M0.14%00.0%Unchanged
Union Bancaire Privee, UBP SA970$1.03M0.02%+93+10.6%Added
New England Research & Management, Inc.777$1.03M0.45%−28−3.5%Reduced
Allred Capital Management, LLC778$1.03M0.37%−2−0.3%Reduced
First Manhattan Co785$1.04M0.00%+255+48.1%Added
Whittier Trust Co761$1.05M0.01%00.0%Unchanged
Doliver Advisors, LP810$1.08M0.27%+215+36.1%Added
Concurrent Investment Advisors, LLC811$1.08M0.01%+276+51.6%Added
FIL Ltd811$1.08M0.00%−86−9.6%Reduced
Navalign, LLC819$1.09M0.27%+52+6.8%Added
Unifi Asset Management LP826$1.10M1.19%+826New
Fairway Wealth LLC827$1.10M0.30%+685+482.4%Added
Nomura Holdings Inc837$1.11M0.00%−515−38.1%Reduced
Element Capital Management LLC839$1.12M0.58%+839New
Balyasny Asset Management LLC843$1.12M0.00%+260+44.6%Added
Dark Forest Capital Management LP846$1.13M0.05%+667+372.6%Added
Tema ETFs LLC848$1.13M0.09%00.0%Unchanged
NVWM, LLC849$1.13M0.25%−13−1.5%Reduced
Traynor Capital Management, Inc.852$1.13M0.06%+852New
Checchi Capital Advisers, LLC853$1.13M0.08%−1−0.1%Reduced
NBT Bank N A855$1.14M0.07%00.0%Unchanged
Skopos Labs, Inc.865$1.14M0.05%+391+82.5%Added
Verus Capital Partners, LLC856$1.14M0.08%+10+1.2%Added
AdvisorNet Financial, Inc857$1.14M0.06%+45+5.5%Added
Commerzbank Aktiengesellschaft858$1.14M0.02%+13+1.5%Added
Wedmont Private Capital824$1.14M0.04%−17−2.0%Reduced
Great Valley Advisor Group, Inc.863$1.15M0.02%−1−0.1%Reduced
TFR Capital, LLC.871$1.16M0.38%−52−5.6%Reduced
Coldstream Capital Management Inc878$1.17M0.02%+156+21.6%Added
Xxi Wealth, LLC883$1.17M0.71%+883New
Whittier Trust Co of Nevada Inc853$1.18M0.02%−4−0.5%Reduced
Apollon Wealth Management, LLC891$1.18M0.02%−5−0.6%Reduced
Park Avenue Securities LLC893$1.19M0.01%+32+3.7%Added
Sumitomo Life Insurance Co900$1.20M0.03%+7+0.8%Added
YHB Investment Advisors, Inc.906$1.20M0.08%−42−4.4%Reduced
Cross Staff Investments Inc912$1.21M0.74%00.0%Unchanged
Miracle Mile Advisors, LLC916$1.22M0.02%+2+0.2%Added
Parallel Advisors, LLC916$1.22M0.02%−12−1.3%Reduced
EP Wealth Advisors, LLC918$1.22M0.01%+918New
PFG Advisors923$1.23M0.06%−762−45.2%Reduced
GF Fund Management Co. Ltd.925$1.23M0.02%00.0%Unchanged
CWM, LLC932$1.24M0.00%+44+5.0%Added
Huntington National Bank935$1.24M0.01%+22+2.4%Added
Fidelis Capital Partners, LLC936$1.24M0.09%−41−4.2%Reduced
Circle Wealth Management, LLC938$1.25M0.02%+222+31.0%Added
Hennion & Walsh Asset Management, Inc.943$1.25M0.04%−18−1.9%Reduced
Kestra Private Wealth Services, LLC976$1.30M0.02%−88−8.3%Reduced
Sapient Capital LLC1,008$1.33M0.02%+147+17.1%Added
Signature Estate & Investment Advisors LLC1,006$1.34M0.03%+37+3.8%Added
J.W. Cole Advisors, Inc.1,009$1.34M0.03%+30+3.1%Added
McHugh Group, LLC1,010$1.34M0.76%00.0%Unchanged
Paragon Capital Management Inc1,014$1.35M1.04%−73−6.7%Reduced
Benjamin Edwards Inc1,034$1.37M0.02%−28−2.6%Reduced
CORDA Investment Management, LLC.1,040$1.38M0.10%00.0%Unchanged
Assenagon Asset Management S.A.1,041$1.38M0.00%+6+0.6%Added
Siemens Fonds Invest GmbH1,061$1.40M0.07%+278+35.5%Added
Hikari Tsushin, Inc.1,060$1.41M0.09%00.0%Unchanged
Global Retirement Partners, LLC1,072$1.43M0.03%+558+108.6%Added
Vontobel Holding Ltd.1,077$1.43M0.00%−2,091−66.0%Reduced
QRG Capital Management, Inc.1,082$1.44M0.02%+182+20.2%Added
Wellington Management Group LLP1,105$1.47M0.00%−1,804−62.0%Reduced
Vise Technologies, Inc.1,109$1.47M0.03%+167+17.7%Added
Ostrum Asset Management1,112$1.48M0.07%−97−8.0%Reduced
Anchor Investment Management, LLC1,112$1.48M0.12%+1,112New
Vision Retirement, LLC1,121$1.49M0.40%+1,121New
Haverford Trust Co1,123$1.49M0.01%+3+0.3%Added