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 |
|---|---|---|---|---|---|
| Man Group plc | 14,002 | $18.6M | 0.04% | +2,601+22.8% | Added |
| GW&K Investment Management, LLC | 13,964 | $18.6M | 0.16% | −60.0% | Reduced |
| MetLife Investment Management | 13,953 | $18.6M | 0.09% | −472−3.3% | Reduced |
| Cornerstone Advisors, LLC | 13,822 | $18.4M | 0.61% | +9,222+200.5% | Added |
| CIBC Asset Management Inc | 13,274 | $17.7M | 0.04% | +5,499+70.7% | Added |
| Rafferty Asset Management, LLC | 13,169 | $17.5M | 0.06% | +312+2.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,100 | $17.4M | 0.09% | −432−3.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 13,006 | $17.3M | 0.09% | +898+7.4% | Added |
| Fred Alger Management, LLC | 12,661 | $16.8M | 0.07% | −5,326−29.6% | Reduced |
| PYA Waltman Capital, LLC | 12,233 | $16.3M | 4.37% | −246−2.0% | Reduced |
| Xponance, Inc. | 12,009 | $16.0M | 0.12% | +3,637+43.4% | Added |
| Voya Investment Management LLC | 11,970 | $15.9M | 0.02% | −483−3.9% | Reduced |
| Islander Capital Partners, L.P. | 11,950 | $15.9M | 7.16% | +11,950 | New |
| Pinnacle Financial Partners, Inc. | 11,858 | $15.8M | 0.12% | +11,858 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,494 | $15.3M | 0.04% | −6,104−34.7% | Reduced |
| Forsta Ap-Fonden | 11,430 | $15.2M | 0.09% | −370−3.1% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 11,220 | $14.9M | 11.14% | −614−5.2% | Reduced |
| 1832 Asset Management L.P. | 11,200 | $14.9M | 0.02% | +11,200 | New |
| Natixis | 11,129 | $14.8M | 0.06% | +7,294+190.2% | Added |
| Linonia Partnership LP | 11,022 | $14.7M | 0.33% | 00.0% | Unchanged |
| Creative Planning | 10,852 | $14.4M | 0.01% | +1,667+18.1% | Added |
| Broad Run Investment Management, LLC | 10,801 | $14.4M | 2.67% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 10,790 | $14.3M | 6.11% | −400−3.6% | Reduced |
| Pittenger & Anderson Inc | 10,735 | $14.3M | 0.55% | +723+7.2% | Added |
| Amalgamated Bank | 10,730 | $14.3M | 0.10% | −571−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,286 | $14.0M | 0.02% | −45−0.4% | Reduced |
| ProShare Advisors LLC | 10,356 | $13.8M | 0.02% | −496−4.6% | Reduced |
| Stephens Inc | 10,356 | $13.8M | 0.17% | +371+3.7% | Added |
| Susquehanna International Group, LLP | 10,219 | $13.6M | 0.02% | +2,650+35.0% | Added |
| Teacher Retirement System of Texas | 10,105 | $13.4M | 0.05% | +1,436+16.6% | Added |
| British Columbia Investment Management Corp | 9,966 | $13.3M | 0.07% | +1,879+23.2% | Added |
| Fifth Third Bancorp | 9,876 | $13.1M | 0.04% | −811−7.6% | Reduced |
| Oak Ridge Investments LLC | 9,775 | $13.0M | 0.79% | +450+4.8% | Added |
| USS Investment Management Ltd | 9,643 | $12.8M | 0.06% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 9,629 | $12.8M | 7.06% | −552−5.4% | Reduced |
| Utah Retirement Systems | 9,127 | $12.1M | 0.12% | −7−0.1% | Reduced |
| Daiwa Securities Group Inc. | 9,088 | $12.1M | 0.04% | +264+3.0% | Added |
| Asset Planning,Inc | 9,036 | $12.0M | 8.44% | −20−0.2% | Reduced |
| CIBC World Markets Corp | 9,029 | $12.0M | 0.06% | +9,029 | New |
| Red Door Wealth Management, LLC | 9,005 | $12.0M | 1.25% | +54+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 8,929 | $11.9M | 0.77% | +6,675+296.1% | Added |
| Comerica Bank | 8,740 | $11.6M | 0.05% | −8,471−49.2% | Reduced |
| Spinecap SAS | 8,553 | $11.4M | 4.89% | +1,231+16.8% | Added |
| Artemis Investment Management LLP | 8,537 | $11.4M | 0.14% | −33,537−79.7% | Reduced |
| Rheos Capital Works Inc. | 8,500 | $11.3M | 0.72% | −6,500−43.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,477 | $11.3M | 0.09% | −423−4.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,374 | $11.1M | 0.10% | +8,374 | New |
| Symmetry Investments LP | 8,273 | $11.0M | 2.05% | +529+6.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,270 | $11.0M | 0.09% | +467+6.0% | Added |
| Parkwood LLC | 8,193 | $10.9M | 0.93% | +8,193 | New |
| JustInvest LLC | 8,081 | $10.7M | 0.10% | +1,273+18.7% | Added |
| Smith, Salley & Associates | 7,936 | $10.6M | 0.52% | −175−2.2% | Reduced |
| New York Life Investment Management LLC | 7,722 | $10.3M | 0.09% | +69+0.9% | Added |
| Inherent Management Corp. | 7,700 | $10.2M | 5.25% | +7,700 | New |
| Swiss Life Asset Management Ltd | 7,586 | $10.1M | 0.05% | +952+14.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,581 | $10.1M | 0.09% | −1,625−17.7% | Reduced |
| Eastern Bank | 7,444 | $9.90M | 0.17% | +1,246+20.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 7,427 | $9.88M | 0.08% | +40+0.5% | Added |
| Vident Advisory, LLC | 7,397 | $9.84M | 0.09% | +100+1.4% | Added |
| Public Sector Pension Investment Board | 7,332 | $9.75M | 0.03% | +2,371+47.8% | Added |
| Rakuten Investment Management, Inc. | 7,402 | $9.74M | 0.03% | −10,854−59.5% | Reduced |
| Legal Advantage Investments, Inc. | 7,302 | $9.71M | 4.50% | +420+6.1% | Added |
| Public Employees Retirement Association of Colorado | 7,244 | $9.63M | 0.04% | −17−0.2% | Reduced |
| Pathstone Holdings, LLC | 7,219 | $9.60M | 0.04% | −355−4.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,203 | $9.58M | 0.16% | +2,300+46.9% | Added |
| Delta Investment Management, LLC | 7,132 | $9.49M | 1.65% | +160+2.3% | Added |
| DuPont Capital Management Corp | 7,031 | $9.35M | 1.05% | −520−6.9% | Reduced |
| Janus Henderson Group PLC | 7,006 | $9.32M | 0.00% | +115+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 6,968 | $9.27M | 0.05% | +744+12.0% | Added |
| ASR Vermogensbeheer N.V. | 6,956 | $9.25M | 0.11% | +706+11.3% | Added |
| Cerity Partners LLC | 6,948 | $9.24M | 0.01% | +121+1.8% | Added |
| Wealthfront Advisers LLC | 6,869 | $9.13M | 0.02% | +570+9.0% | Added |
| Yousif Capital Management, LLC | 6,255 | $9.06M | 0.10% | −477−7.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,597 | $8.77M | 0.10% | −633−8.8% | Reduced |
| Quest Investment Management LLC | 6,594 | $8.77M | 0.95% | −471−6.7% | Reduced |
| Advent International Corp | 6,534 | $8.69M | 0.18% | −15,730−70.7% | Reduced |
| Twinbeech Capital LP | 6,532 | $8.69M | 0.62% | +6,532 | New |
| Macquarie Group Ltd | 6,494 | $8.64M | 0.04% | +203+3.2% | Added |
| Oregon Public Employees Retirement Fund | 6,445 | $8.57M | 0.11% | 00.0% | Unchanged |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 6,360 | $8.46M | 0.12% | +6,360 | New |
| Prospera Financial Services Inc | 6,352 | $8.45M | 0.14% | +332+5.5% | Added |
| Keybank National Association | 6,338 | $8.43M | 0.03% | +431+7.3% | Added |
| Equitable Trust Co | 6,330 | $8.42M | 0.38% | −69−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 6,321 | $8.41M | 0.05% | +172+2.8% | Added |
| Q Global Advisors, LLC | 6,276 | $8.35M | 8.21% | 00.0% | Unchanged |
| Pennant Select, LLC | 6,200 | $8.25M | 4.36% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 6,148 | $8.18M | 0.21% | −2,299−27.2% | Reduced |
| Ancora Advisors, LLC | 6,091 | $8.10M | 0.17% | −92−1.5% | Reduced |
| Crystal Rock Capital Management | 6,090 | $8.10M | 4.28% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,154 | $8.09M | 0.01% | −223−3.5% | Reduced |
| Owlhouse Capital LP | 6,080 | $8.09M | 8.94% | +6,080 | New |
| OP Asset Management Ltd | 6,075 | $8.08M | 0.10% | +46+0.8% | Added |
| Mutual of America Capital Management LLC | 6,037 | $8.03M | 0.08% | −62−1.0% | Reduced |
| Advisory Services Network, LLC | 5,998 | $7.98M | 0.11% | −1,705−22.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,931 | $7.89M | 0.01% | −38−0.6% | Reduced |
| Brasada Capital Management, LP | 5,776 | $7.85M | 1.35% | −1,766−23.4% | Reduced |
| M&T Bank Corp | 5,860 | $7.79M | 0.03% | +749+14.7% | Added |
| Resources Investment Advisors, LLC. | 5,758 | $7.66M | 0.08% | +5,564+2,868.0% | Added |
| HB Wealth Management, LLC | 5,741 | $7.64M | 0.05% | +44+0.8% | Added |
| Ethic Inc. | 5,584 | $7.43M | 0.11% | +430+8.3% | Added |