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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 4,271 | $5.68M | 0.08% | −217−4.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,355 | $5.78M | 0.01% | +2,028+87.2% | Added |
| Qsemble Capital Management, LP | 4,355 | $5.79M | 0.48% | +4,355 | New |
| Dilation Capital Management LP | 4,373 | $5.82M | 2.67% | −3,470−44.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,404 | $5.86M | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,484 | $5.96M | 0.02% | −1,024−18.6% | Reduced |
| Principal Securities, Inc. | 4,589 | $6.10M | 0.09% | +8+0.2% | Added |
| NEOS Investment Management LLC | 4,649 | $6.18M | 0.04% | 00.0% | Unchanged |
| Eos Management, L.P. | 4,659 | $6.20M | 2.41% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,674 | $6.22M | 0.02% | +278+6.3% | Added |
| Qube Research & Technologies Ltd | 4,700 | $6.25M | 0.01% | +4,700 | New |
| UniSuper Management Pty Ltd | 4,726 | $6.28M | 0.04% | −192−3.9% | Reduced |
| Cetera Investment Advisers | 4,769 | $6.34M | 0.01% | −143−2.9% | Reduced |
| Advisors Asset Management, Inc. | 4,917 | $6.54M | 0.11% | +206+4.4% | Added |
| Frank, Rimerman Advisors LLC | 4,936 | $6.56M | 0.42% | +420+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 4,943 | $6.57M | 0.04% | −2,227−31.1% | Reduced |
| Shelter Rock Management, LLC | 4,951 | $6.58M | 6.61% | +4,951 | New |
| KP Management LLC | 5,000 | $6.65M | 2.07% | +750+17.6% | Added |
| Investment Management Corp of Ontario | 5,062 | $6.73M | 0.09% | +1,174+30.2% | Added |
| Barbara Oil Co. | 5,065 | $6.74M | 2.50% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,152 | $6.85M | 0.10% | +2,297+80.5% | Added |
| Brown Brothers Harriman & Co | 5,191 | $6.90M | 0.04% | +171+3.4% | Added |
| Motley Fool Asset Management LLC | 5,232 | $6.96M | 0.27% | +1,343+34.5% | Added |
| Rockefeller Capital Management L.P. | 5,308 | $7.06M | 0.01% | +585+12.4% | Added |
| American Century Companies Inc | 5,352 | $7.12M | 0.00% | +107+2.0% | Added |
| Eurizon Capital SGR S.p.A. | 5,392 | $7.17M | 0.02% | +5,392 | New |
| Vaughan Nelson Investment Management, L.P. | 5,417 | $7.20M | 0.07% | −62,015−92.0% | Reduced |
| Laird Norton Trust Company, LLC | 5,458 | $7.26M | 0.15% | +5,458 | New |
| Janney Capital Management LLC | 5,491 | $7.30M | 0.46% | +5,491 | New |
| Baird Financial Group, Inc. | 5,507 | $7.32M | 0.01% | +73+1.3% | Added |
| Bridgewater Associates, LP | 5,560 | $7.39M | 0.03% | +5,560 | New |
| AIA Group Ltd | 5,565 | $7.40M | 0.11% | −1,650−22.9% | Reduced |
| State of Alaska, Department of Revenue | 5,575 | $7.41M | 0.08% | −585−9.5% | Reduced |
| Ethic Inc. | 5,584 | $7.43M | 0.11% | +430+8.3% | Added |
| HB Wealth Management, LLC | 5,741 | $7.64M | 0.05% | +44+0.8% | Added |
| Resources Investment Advisors, LLC. | 5,758 | $7.66M | 0.08% | +5,564+2,868.0% | Added |
| M&T Bank Corp | 5,860 | $7.79M | 0.03% | +749+14.7% | Added |
| Brasada Capital Management, LP | 5,776 | $7.85M | 1.35% | −1,766−23.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,931 | $7.89M | 0.01% | −38−0.6% | Reduced |
| Advisory Services Network, LLC | 5,998 | $7.98M | 0.11% | −1,705−22.1% | Reduced |
| Mutual of America Capital Management LLC | 6,037 | $8.03M | 0.08% | −62−1.0% | Reduced |
| OP Asset Management Ltd | 6,075 | $8.08M | 0.10% | +46+0.8% | Added |
| Owlhouse Capital LP | 6,080 | $8.09M | 8.94% | +6,080 | New |
| Mackenzie Financial Corp | 6,154 | $8.09M | 0.01% | −223−3.5% | Reduced |
| Crystal Rock Capital Management | 6,090 | $8.10M | 4.28% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,091 | $8.10M | 0.17% | −92−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,148 | $8.18M | 0.21% | −2,299−27.2% | Reduced |
| Pennant Select, LLC | 6,200 | $8.25M | 4.36% | 00.0% | Unchanged |
| Q Global Advisors, LLC | 6,276 | $8.35M | 8.21% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,321 | $8.41M | 0.05% | +172+2.8% | Added |
| Equitable Trust Co | 6,330 | $8.42M | 0.38% | −69−1.1% | Reduced |
| Keybank National Association | 6,338 | $8.43M | 0.03% | +431+7.3% | Added |
| Prospera Financial Services Inc | 6,352 | $8.45M | 0.14% | +332+5.5% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 6,360 | $8.46M | 0.12% | +6,360 | New |
| Oregon Public Employees Retirement Fund | 6,445 | $8.57M | 0.11% | 00.0% | Unchanged |
| Macquarie Group Ltd | 6,494 | $8.64M | 0.04% | +203+3.2% | Added |
| Twinbeech Capital LP | 6,532 | $8.69M | 0.62% | +6,532 | New |
| Advent International Corp | 6,534 | $8.69M | 0.18% | −15,730−70.7% | Reduced |
| Quest Investment Management LLC | 6,594 | $8.77M | 0.95% | −471−6.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,597 | $8.77M | 0.10% | −633−8.8% | Reduced |
| Yousif Capital Management, LLC | 6,255 | $9.06M | 0.10% | −477−7.1% | Reduced |
| Wealthfront Advisers LLC | 6,869 | $9.13M | 0.02% | +570+9.0% | Added |
| Cerity Partners LLC | 6,948 | $9.24M | 0.01% | +121+1.8% | Added |
| ASR Vermogensbeheer N.V. | 6,956 | $9.25M | 0.11% | +706+11.3% | Added |
| O'Shaughnessy Asset Management, LLC | 6,968 | $9.27M | 0.05% | +744+12.0% | Added |
| Janus Henderson Group PLC | 7,006 | $9.32M | 0.00% | +115+1.7% | Added |
| DuPont Capital Management Corp | 7,031 | $9.35M | 1.05% | −520−6.9% | Reduced |
| Delta Investment Management, LLC | 7,132 | $9.49M | 1.65% | +160+2.3% | Added |
| Thompson Siegel & Walmsley LLC | 7,203 | $9.58M | 0.16% | +2,300+46.9% | Added |
| Pathstone Holdings, LLC | 7,219 | $9.60M | 0.04% | −355−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,244 | $9.63M | 0.04% | −17−0.2% | Reduced |
| Legal Advantage Investments, Inc. | 7,302 | $9.71M | 4.50% | +420+6.1% | Added |
| Rakuten Investment Management, Inc. | 7,402 | $9.74M | 0.03% | −10,854−59.5% | Reduced |
| Public Sector Pension Investment Board | 7,332 | $9.75M | 0.03% | +2,371+47.8% | Added |
| Vident Advisory, LLC | 7,397 | $9.84M | 0.09% | +100+1.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 7,427 | $9.88M | 0.08% | +40+0.5% | Added |
| Eastern Bank | 7,444 | $9.90M | 0.17% | +1,246+20.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,581 | $10.1M | 0.09% | −1,625−17.7% | Reduced |
| Swiss Life Asset Management Ltd | 7,586 | $10.1M | 0.05% | +952+14.4% | Added |
| Inherent Management Corp. | 7,700 | $10.2M | 5.25% | +7,700 | New |
| New York Life Investment Management LLC | 7,722 | $10.3M | 0.09% | +69+0.9% | Added |
| Smith, Salley & Associates | 7,936 | $10.6M | 0.52% | −175−2.2% | Reduced |
| JustInvest LLC | 8,081 | $10.7M | 0.10% | +1,273+18.7% | Added |
| Parkwood LLC | 8,193 | $10.9M | 0.93% | +8,193 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,270 | $11.0M | 0.09% | +467+6.0% | Added |
| Symmetry Investments LP | 8,273 | $11.0M | 2.05% | +529+6.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,374 | $11.1M | 0.10% | +8,374 | New |
| Police & Firemen's Retirement System of New Jersey | 8,477 | $11.3M | 0.09% | −423−4.8% | Reduced |
| Rheos Capital Works Inc. | 8,500 | $11.3M | 0.72% | −6,500−43.3% | Reduced |
| Artemis Investment Management LLP | 8,537 | $11.4M | 0.14% | −33,537−79.7% | Reduced |
| Spinecap SAS | 8,553 | $11.4M | 4.89% | +1,231+16.8% | Added |
| Comerica Bank | 8,740 | $11.6M | 0.05% | −8,471−49.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,929 | $11.9M | 0.77% | +6,675+296.1% | Added |
| Red Door Wealth Management, LLC | 9,005 | $12.0M | 1.25% | +54+0.6% | Added |
| CIBC World Markets Corp | 9,029 | $12.0M | 0.06% | +9,029 | New |
| Asset Planning,Inc | 9,036 | $12.0M | 8.44% | −20−0.2% | Reduced |
| Daiwa Securities Group Inc. | 9,088 | $12.1M | 0.04% | +264+3.0% | Added |
| Utah Retirement Systems | 9,127 | $12.1M | 0.12% | −7−0.1% | Reduced |
| Fairbanks Capital Management, Inc. | 9,629 | $12.8M | 7.06% | −552−5.4% | Reduced |
| USS Investment Management Ltd | 9,643 | $12.8M | 0.06% | 00.0% | Unchanged |