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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
BI Asset Management Fondsmaeglerselskab A/S2,282$3.04M0.03%−2,109−48.0%Reduced
Captrust Financial Advisors2,290$3.05M0.01%+96+4.4%Added
Erste Asset Management GmbH2,329$3.07M0.03%+1,865+401.9%Added
Phoenix Holdings Ltd.2,315$3.08M0.03%−644−21.8%Reduced
AG2R la Mondiale Gestion D'Actifs2,322$3.09M0.14%+194+9.1%Added
Clearbridge Investments, LLC2,342$3.11M0.00%+38+1.6%Added
Alaethes Wealth LLC2,343$3.12M0.88%+764+48.4%Added
Mainstay Capital Management LLC2,376$3.16M0.24%+158+7.1%Added
Family Legacy, Inc.2,394$3.18M0.95%+8+0.3%Added
Pier 88 Investment Partners LLC2,400$3.19M0.71%+2,400New
We Are One Seven, LLC2,405$3.20M0.07%+231+10.6%Added
Rockingstone Advisors LLC2,451$3.26M1.49%+97+4.1%Added
Third View Private Wealth, LLC2,451$3.26M0.44%+2,451New
Knollwood Investment Advisory, LLC2,478$3.30M0.31%00.0%Unchanged
Walter Public Investments Inc.2,490$3.31M0.59%+2,490New
Generali Asset Management SPA SGR2,497$3.32M0.07%−31−1.2%Reduced
Tudor Investment Corp Et Al2,512$3.34M0.02%+2,512New
Mercer Global Advisors Inc2,519$3.35M0.01%+105+4.3%Added
Lido Advisors, LLC2,542$3.35M0.01%+44+1.8%Added
Private Advisor Group, LLC2,529$3.36M0.02%+109+4.5%Added
Allianz SE2,594$3.45M0.04%00.0%Unchanged
Mediolanum International Funds Ltd2,626$3.46M0.03%−4,359−62.4%Reduced
New Mexico Educational Retirement Board2,600$3.46M0.10%+100+4.0%Added
MML Investors Services, LLC2,604$3.46M0.01%−393−13.1%Reduced
Wiley Bros.-Aintree Capital, LLC2,636$3.47M0.02%+116+4.6%Added
Banco Santander, S.A.2,641$3.51M0.03%−21−0.8%Reduced
Commonwealth Equity Services, LLC2,641$3.51M0.00%+43+1.7%Added
Marks Group Wealth Management, Inc2,670$3.55M0.34%−221−7.6%Reduced
Level Four Advisory Services, LLC2,674$3.56M0.12%+468+21.2%Added
Jane Street Group, LLC2,686$3.57M0.00%+953+55.0%Added
Clearstead Advisors, LLC2,705$3.60M0.05%+234+9.5%Added
Texas Yale Capital Corp.2,716$3.61M0.11%+30+1.1%Added
Catalyst Capital Advisors LLC2,726$3.63M0.07%−130−4.6%Reduced
Steamboat Capital Partners, LLC2,749$3.66M1.00%−11−0.4%Reduced
Woodline Partners LP2,754$3.66M0.01%−703−20.3%Reduced
Maryland State Retirement & Pension System2,756$3.67M0.08%00.0%Unchanged
Allen Operations LLC2,764$3.68M0.46%00.0%Unchanged
Cloverfields Capital Group, LP2,775$3.69M1.14%−165−5.6%Reduced
David R. Rahn & Associates Inc.2,782$3.70M0.89%+2,102+309.1%Added
Graham Capital Management, L.P.2,800$3.72M0.13%+2,800New
Hudson Bay Capital Management LP2,800$3.72M0.02%+2,800New
Intech Investment Management LLC2,802$3.73M0.03%−779−21.8%Reduced
Gulf International Bank (UK) Ltd2,825$3.76M0.12%00.0%Unchanged
Citizens Financial Group Inc2,858$3.80M0.05%−151−5.0%Reduced
Csenge Advisory Group2,879$3.83M0.17%−24−0.8%Reduced
Louisiana State Employees Retirement System2,900$3.86M0.07%−100−3.3%Reduced
Mezzasalma Advisors, LLC2,849$3.87M0.93%+220+8.4%Added
Rational Advisors LLC2,917$3.88M0.40%+2,901+18,131.3%Added
Goodman Advisory Group, LLC2,918$3.88M0.96%+633+27.7%Added
Chesley Taft & Associates LLC2,976$3.96M0.16%+171+6.1%Added
Broadleaf Partners, LLC2,992$3.98M0.84%−5−0.2%Reduced
Stratos Wealth Partners, LTD.2,993$3.98M0.04%+17+0.6%Added
Voloridge Investment Management, LLC3,002$3.99M0.01%+3,002New
Exchange Traded Concepts, LLC3,037$4.04M0.03%−551−15.4%Reduced
Verition Fund Management LLC3,049$4.05M0.02%+2,154+240.7%Added
Motiv8 Investments LLC3,056$4.06M2.22%+47+1.6%Added
Prime Capital Investment Advisors, LLC3,066$4.08M0.05%+43+1.4%Added
Partners Capital Investment Group, LLP3,097$4.12M0.15%−551−15.1%Reduced
Roundview Capital LLC3,141$4.18M0.26%+1,222+63.7%Added
Sustainable Insight Capital Management, LLC3,193$4.25M1.42%−1,300−28.9%Reduced
Blackstone Group Inc.3,199$4.25M0.02%+2,591+426.2%Added
Hartford Investment Management Co3,262$4.34M0.13%−41−1.2%Reduced
GKV Capital Management Co., Inc.3,275$4.36M1.63%+40+1.2%Added
GWM Advisors LLC3,286$4.37M0.02%+1,241+60.7%Added
Duncker Streett & Co Inc3,293$4.38M0.78%+29+0.9%Added
MUFG Securities EMEA plc3,299$4.39M0.05%+2,220+205.7%Added
Gardner Lewis Asset Management L P3,384$4.50M1.14%−1,983−36.9%Reduced
Univest Financial Corp3,384$4.50M0.24%−23−0.7%Reduced
George Kaiser Family Foundation3,391$4.51M0.60%+14+0.4%Added
Quadrature Capital Ltd3,420$4.55M0.05%+3,420New
Norinchukin Bank, The3,425$4.55M0.05%−114−3.2%Reduced
Y-Intercept (Hong Kong) Ltd3,465$4.61M0.10%+2,446+240.0%Added
Snider Financial Group3,469$4.61M1.23%+461+15.3%Added
Kentucky Retirement Systems3,470$4.61M0.13%00.0%Unchanged
Susquehanna Fundamental Investments, LLC3,472$4.62M0.16%+2,448+239.1%Added
Scholtz & Company, LLC3,535$4.70M2.04%−48−1.3%Reduced
Capital Group Investment Management Pte. Ltd.3,594$4.78M0.78%+203+6.0%Added
Sigma Investment Counselors Inc3,610$4.80M0.24%+12+0.3%Added
Healthcare of Ontario Pension Plan Trust Fund3,664$4.87M0.01%+1,434+64.3%Added
XTX Topco Ltd3,669$4.88M0.13%+3,669New
Quantbot Technologies LP3,750$4.99M0.17%+3,750New
Wealth Enhancement Advisory Services, LLC3,693$5.11M0.01%+19+0.5%Added
Chicago Partners Investment Group LLC3,665$5.20M0.13%+12+0.3%Added
Millennium Management LLC3,912$5.20M0.00%−368−8.6%Reduced
Covenant Asset Management, LLC3,949$5.25M1.01%−5−0.1%Reduced
Ilmarinen Mutual Pension Insurance Co4,000$5.32M0.04%+4,000New
Arrow Capital Management, LLC4,000$5.32M3.09%+4,000New
Truist Financial Corp4,011$5.33M0.01%−412−9.3%Reduced
Advisor Group Holdings, Inc.4,007$5.34M0.01%−2,787−41.0%Reduced
Nicholas Investment Partners, LP4,068$5.41M0.39%00.0%Unchanged
Osmosis Investment Management UK Ltd4,105$5.46M0.14%+4,105New
CIBC World Markets Inc.4,107$5.46M0.01%+217+5.6%Added
Allstate Corp4,169$5.54M0.08%+2,130+104.5%Added
Mirae Asset Global ETFs Holdings Ltd.4,191$5.57M0.01%+3+0.1%Added
Mizuho Securities USA LLC4,101$5.58M0.09%−3−0.1%Reduced
Bessemer Group Inc4,197$5.58M0.01%+696+19.9%Added
Envestnet Portfolio Solutions, Inc.4,202$5.59M0.02%+284+7.2%Added
Swedbank AB4,206$5.59M0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.4,214$5.60M1.13%−596−12.4%Reduced
Prudential PLC4,229$5.62M0.05%+3,170+299.3%Added