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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 44,372 | $59.0M | 0.11% | −214−0.5% | Reduced |
| Capital International Inc | 43,027 | $57.2M | 0.45% | −893−2.0% | Reduced |
| National Philanthropic Trust | 40,695 | $54.1M | 0.53% | +36,901+972.6% | Added |
| Employees Retirement System of Texas | 40,587 | $54.0M | 0.44% | −700−1.7% | Reduced |
| Standard Life Aberdeen plc | 40,195 | $53.5M | 0.08% | −274−0.7% | Reduced |
| Mar Vista Investment Partners LLC | 39,791 | $52.9M | 4.86% | −2,258−5.4% | Reduced |
| Pictet Asset Management Holding SA | 39,432 | $52.4M | 0.05% | +5,445+16.0% | Added |
| Storebrand Asset Management AS | 38,009 | $50.5M | 0.14% | +1,416+3.9% | Added |
| Manufacturers Life Insurance Company, The | 37,016 | $49.2M | 0.04% | −500−1.3% | Reduced |
| Capital International Sarl | 36,905 | $49.1M | 0.79% | +2,176+6.3% | Added |
| Regions Financial Corp | 35,452 | $47.1M | 0.30% | +273+0.8% | Added |
| Ci Investments Inc. | 35,125 | $46.7M | 0.20% | −478−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 35,422 | $46.7M | 0.13% | +5,280+17.5% | Added |
| Ensign Peak Advisors, Inc | 34,890 | $46.4M | 0.08% | +2,316+7.1% | Added |
| Natixis Advisors, L.P. | 34,531 | $45.9M | 0.07% | −23,656−40.7% | Reduced |
| Korea Investment CORP | 34,252 | $45.6M | 0.09% | −439−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,996 | $43.9M | 0.09% | −7,838−19.2% | Reduced |
| Ampfield Management, L.P. | 32,990 | $43.9M | 65.80% | 00.0% | Unchanged |
| SEI Investments Co | 32,919 | $43.8M | 0.04% | +418+1.3% | Added |
| KLP Kapitalforvaltning AS | 32,142 | $42.7M | 0.17% | −5,250−14.0% | Reduced |
| Cookson Peirce & Co Inc | 32,009 | $42.6M | 1.76% | −582−1.8% | Reduced |
| Milford Funds Ltd | 31,514 | $41.9M | 0.82% | +31,514 | New |
| APG Asset Management N.V. | 36,564 | $41.4M | 0.12% | −3,417−8.5% | Reduced |
| DekaBank Deutsche Girozentrale | 29,877 | $41.2M | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 30,007 | $39.9M | 0.09% | −397−1.3% | Reduced |
| Crow's Nest Holdings LP | 29,725 | $39.5M | 9.00% | −1,700−5.4% | Reduced |
| EULAV Asset Management | 29,657 | $39.4M | 1.05% | −11,900−28.6% | Reduced |
| Cat Rock Capital Management LP | 29,279 | $38.9M | 5.58% | +6,600+29.1% | Added |
| Zimmer Partners, LP | 29,250 | $38.9M | 1.02% | −8,750−23.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 29,047 | $38.6M | 1.46% | −10.0% | Reduced |
| Neuberger Berman Group LLC | 28,691 | $38.2M | 0.03% | −109,746−79.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 28,577 | $38.0M | 0.10% | −279−1.0% | Reduced |
| Coalescence Partners Investment Management, LP | 28,282 | $37.6M | 8.86% | 00.0% | Unchanged |
| BRX Global LP | 28,279 | $37.6M | 36.80% | 00.0% | Unchanged |
| Great West Life Assurance Co | 28,021 | $37.3M | 0.06% | +4,887+21.1% | Added |
| Prudential Financial Inc | 27,967 | $37.2M | 0.04% | −3,605−11.4% | Reduced |
| STRS Ohio | 27,726 | $36.9M | 0.14% | −29,304−51.4% | Reduced |
| Anabranch Capital Management, LP | 27,555 | $36.6M | 24.63% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 27,526 | $36.6M | 0.08% | −763−2.7% | Reduced |
| Estuary Capital Management LP | 27,520 | $36.6M | 6.51% | +27,520 | New |
| Chilton Capital Management LLC | 27,479 | $36.5M | 1.26% | +240+0.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,071 | $35.8M | 0.06% | −2,296−7.8% | Reduced |
| National Bank of Canada | 26,754 | $35.6M | 0.04% | +11,932+80.5% | Added |
| Cypress Funds LLC | 26,713 | $35.5M | 5.88% | −6,631−19.9% | Reduced |
| Praesidium Investment Management Company, LLC | 26,200 | $34.8M | 6.45% | −5,312−16.9% | Reduced |
| DnB Asset Management AS | 25,824 | $34.3M | 0.12% | +2,685+11.6% | Added |
| Oakmont Corp | 25,810 | $34.3M | 5.94% | +580+2.3% | Added |
| Gilder Gagnon Howe & Co LLC | 25,535 | $34.0M | 0.36% | +11,591+83.1% | Added |
| Quantinno Capital Management LP | 25,456 | $33.9M | 0.07% | +6,978+37.8% | Added |
| iA Global Asset Management Inc. | 25,097 | $33.4M | 0.43% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 24,882 | $33.1M | 2.39% | +68+0.3% | Added |
| Oakcliff Capital Partners, LP | 24,170 | $32.1M | 13.78% | 00.0% | Unchanged |
| Capital International Ltd | 23,803 | $31.7M | 1.12% | +1,414+6.3% | Added |
| Gotham Asset Management, LLC | 23,509 | $31.3M | 0.11% | +4,378+22.9% | Added |
| East Coast Asset Management, LLC. | 23,341 | $31.0M | 9.13% | −46−0.2% | Reduced |
| Ycg, LLC | 23,288 | $31.0M | 2.34% | +23,288 | New |
| Treasurer of the State of North Carolina | 23,161 | $30.8M | 0.10% | −1,693−6.8% | Reduced |
| D. E. Shaw & Co., Inc. | 23,028 | $30.6M | 0.02% | +23,028 | New |
| J. Goldman & Co LP | 22,938 | $30.5M | 1.19% | +22,938 | New |
| Baskin Financial Services Inc. | 22,938 | $30.5M | 2.30% | −124−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 22,345 | $29.7M | 0.07% | −1,047−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 22,065 | $29.3M | 0.09% | −16−0.1% | Reduced |
| Bank of Nova Scotia | 21,914 | $29.1M | 0.04% | +11,049+101.7% | Added |
| Mn Services Vermogensbeheer B.V. | 21,679 | $28.8M | 0.18% | +579+2.7% | Added |
| Titan Global Capital Management USA LLC | 20,954 | $27.9M | 3.99% | −88−0.4% | Reduced |
| Toronto Dominion Bank | 20,906 | $27.8M | 0.05% | +194+0.9% | Added |
| TCW Group Inc | 20,848 | $27.7M | 0.20% | −198−0.9% | Reduced |
| TD Asset Management Inc | 20,384 | $27.1M | 0.02% | −146−0.7% | Reduced |
| Capital Fund Management S.A. | 20,189 | $26.8M | 0.25% | +20,189 | New |
| Nissay Asset Management Corp | 19,689 | $26.2M | 0.14% | +1,345+7.3% | Added |
| Howland Capital Management LLC | 19,417 | $25.8M | 0.98% | +170+0.9% | Added |
| Jain Global LLC | 19,282 | $25.6M | 0.25% | +19,282 | New |
| State of Tennessee, Treasury Department | 17,924 | $25.6M | 0.08% | −1,486−7.7% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 19,228 | $25.6M | 0.19% | +19,228 | New |
| State of New Jersey Common Pension Fund D | 19,103 | $25.4M | 0.09% | −446−2.3% | Reduced |
| LPL Financial LLC | 19,042 | $25.3M | 0.01% | −2,686−12.4% | Reduced |
| One Madison Group LLC | 19,000 | $25.3M | 2.92% | −1,000−5.0% | Reduced |
| Nomura Asset Management Co Ltd | 18,545 | $24.7M | 0.06% | −722−3.7% | Reduced |
| Pennant Investors, LP | 18,471 | $24.6M | 5.98% | 00.0% | Unchanged |
| Maestria Partners LLC | 18,152 | $24.1M | 7.07% | 00.0% | Unchanged |
| Bluegrass Capital Partners LP | 18,000 | $23.9M | 14.30% | +2,500+16.1% | Added |
| Victory Capital Management Inc | 17,809 | $23.7M | 0.01% | −121−0.7% | Reduced |
| Lynwood Price Capital Management LP | 17,500 | $23.3M | 11.32% | 00.0% | Unchanged |
| Archon Partners LLC | 17,300 | $23.0M | 2.40% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,230 | $22.9M | 0.03% | +1,281+8.0% | Added |
| Resona Asset Management Co.,Ltd. | 16,686 | $22.1M | 0.11% | −796−4.6% | Reduced |
| Credit Agricole S A | 16,620 | $22.1M | 0.06% | +1,628+10.9% | Added |
| Westfield Capital Management Co LP | 16,193 | $21.5M | 0.09% | −201,704−92.6% | Reduced |
| Arizona State Retirement System | 15,863 | $21.1M | 0.11% | −541−3.3% | Reduced |
| Mariner, LLC | 15,599 | $20.7M | 0.02% | +621+4.1% | Added |
| Goodnow Investment Group, LLC | 15,442 | $20.5M | 1.92% | +1,095+7.6% | Added |
| Freestone Grove Partners LP | 15,407 | $20.5M | 0.15% | +15,407 | New |
| Nisa Investment Advisors, LLC | 15,401 | $20.5M | 0.07% | −1,201−7.2% | Reduced |
| AQR Capital Management LLC | 15,061 | $20.0M | 0.01% | +756+5.3% | Added |
| Janney Montgomery Scott LLC | 14,998 | $19.9M | 0.05% | −3,280−17.9% | Reduced |
| Czech National Bank | 14,851 | $19.7M | 0.13% | +539+3.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,660 | $19.5M | 0.05% | +2,829+23.9% | Added |
| Varma Mutual Pension Insurance Co | 14,260 | $19.0M | 0.11% | +2,240+18.6% | Added |
| Los Angeles Capital Management LLC | 14,315 | $18.7M | 0.06% | −9−0.1% | Reduced |
| Capital Group Private Client Services, Inc. | 14,026 | $18.7M | 0.30% | −299−2.1% | Reduced |