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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 5,575 | $7.41M | 0.08% | −585−9.5% | Reduced |
| AIA Group Ltd | 5,565 | $7.40M | 0.11% | −1,650−22.9% | Reduced |
| Bridgewater Associates, LP | 5,560 | $7.39M | 0.03% | +5,560 | New |
| Baird Financial Group, Inc. | 5,507 | $7.32M | 0.01% | +73+1.3% | Added |
| Janney Capital Management LLC | 5,491 | $7.30M | 0.46% | +5,491 | New |
| Laird Norton Trust Company, LLC | 5,458 | $7.26M | 0.15% | +5,458 | New |
| Vaughan Nelson Investment Management, L.P. | 5,417 | $7.20M | 0.07% | −62,015−92.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 5,392 | $7.17M | 0.02% | +5,392 | New |
| American Century Companies Inc | 5,352 | $7.12M | 0.00% | +107+2.0% | Added |
| Rockefeller Capital Management L.P. | 5,308 | $7.06M | 0.01% | +585+12.4% | Added |
| Motley Fool Asset Management LLC | 5,232 | $6.96M | 0.27% | +1,343+34.5% | Added |
| Brown Brothers Harriman & Co | 5,191 | $6.90M | 0.04% | +171+3.4% | Added |
| Crossmark Global Holdings, Inc. | 5,152 | $6.85M | 0.10% | +2,297+80.5% | Added |
| Barbara Oil Co. | 5,065 | $6.74M | 2.50% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 5,062 | $6.73M | 0.09% | +1,174+30.2% | Added |
| KP Management LLC | 5,000 | $6.65M | 2.07% | +750+17.6% | Added |
| Shelter Rock Management, LLC | 4,951 | $6.58M | 6.61% | +4,951 | New |
| Steward Partners Investment Advisory, LLC | 4,943 | $6.57M | 0.04% | −2,227−31.1% | Reduced |
| Frank, Rimerman Advisors LLC | 4,936 | $6.56M | 0.42% | +420+9.3% | Added |
| Advisors Asset Management, Inc. | 4,917 | $6.54M | 0.11% | +206+4.4% | Added |
| Cetera Investment Advisers | 4,769 | $6.34M | 0.01% | −143−2.9% | Reduced |
| UniSuper Management Pty Ltd | 4,726 | $6.28M | 0.04% | −192−3.9% | Reduced |
| Qube Research & Technologies Ltd | 4,700 | $6.25M | 0.01% | +4,700 | New |
| Federation des caisses Desjardins du Quebec | 4,674 | $6.22M | 0.02% | +278+6.3% | Added |
| Eos Management, L.P. | 4,659 | $6.20M | 2.41% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,649 | $6.18M | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,589 | $6.10M | 0.09% | +8+0.2% | Added |
| Pacer Advisors, Inc. | 4,484 | $5.96M | 0.02% | −1,024−18.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,404 | $5.86M | 0.04% | 00.0% | Unchanged |
| Dilation Capital Management LP | 4,373 | $5.82M | 2.67% | −3,470−44.2% | Reduced |
| Qsemble Capital Management, LP | 4,355 | $5.79M | 0.48% | +4,355 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,355 | $5.78M | 0.01% | +2,028+87.2% | Added |
| Kingsview Wealth Management, LLC | 4,271 | $5.68M | 0.08% | −217−4.8% | Reduced |
| Prudential PLC | 4,229 | $5.62M | 0.05% | +3,170+299.3% | Added |
| Riggs Asset Managment Co. Inc. | 4,214 | $5.60M | 1.13% | −596−12.4% | Reduced |
| Swedbank AB | 4,206 | $5.59M | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,202 | $5.59M | 0.02% | +284+7.2% | Added |
| Bessemer Group Inc | 4,197 | $5.58M | 0.01% | +696+19.9% | Added |
| Mizuho Securities USA LLC | 4,101 | $5.58M | 0.09% | −3−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,191 | $5.57M | 0.01% | +3+0.1% | Added |
| Allstate Corp | 4,169 | $5.54M | 0.08% | +2,130+104.5% | Added |
| CIBC World Markets Inc. | 4,107 | $5.46M | 0.01% | +217+5.6% | Added |
| Osmosis Investment Management UK Ltd | 4,105 | $5.46M | 0.14% | +4,105 | New |
| Nicholas Investment Partners, LP | 4,068 | $5.41M | 0.39% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,007 | $5.34M | 0.01% | −2,787−41.0% | Reduced |
| Truist Financial Corp | 4,011 | $5.33M | 0.01% | −412−9.3% | Reduced |
| Arrow Capital Management, LLC | 4,000 | $5.32M | 3.09% | +4,000 | New |
| Ilmarinen Mutual Pension Insurance Co | 4,000 | $5.32M | 0.04% | +4,000 | New |
| Covenant Asset Management, LLC | 3,949 | $5.25M | 1.01% | −5−0.1% | Reduced |
| Millennium Management LLC | 3,912 | $5.20M | 0.00% | −368−8.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,665 | $5.20M | 0.13% | +12+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,693 | $5.11M | 0.01% | +19+0.5% | Added |
| Quantbot Technologies LP | 3,750 | $4.99M | 0.17% | +3,750 | New |
| XTX Topco Ltd | 3,669 | $4.88M | 0.13% | +3,669 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,664 | $4.87M | 0.01% | +1,434+64.3% | Added |
| Sigma Investment Counselors Inc | 3,610 | $4.80M | 0.24% | +12+0.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 3,594 | $4.78M | 0.78% | +203+6.0% | Added |
| Scholtz & Company, LLC | 3,535 | $4.70M | 2.04% | −48−1.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,472 | $4.62M | 0.16% | +2,448+239.1% | Added |
| Kentucky Retirement Systems | 3,470 | $4.61M | 0.13% | 00.0% | Unchanged |
| Snider Financial Group | 3,469 | $4.61M | 1.23% | +461+15.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,465 | $4.61M | 0.10% | +2,446+240.0% | Added |
| Norinchukin Bank, The | 3,425 | $4.55M | 0.05% | −114−3.2% | Reduced |
| Quadrature Capital Ltd | 3,420 | $4.55M | 0.05% | +3,420 | New |
| George Kaiser Family Foundation | 3,391 | $4.51M | 0.60% | +14+0.4% | Added |
| Univest Financial Corp | 3,384 | $4.50M | 0.24% | −23−0.7% | Reduced |
| Gardner Lewis Asset Management L P | 3,384 | $4.50M | 1.14% | −1,983−36.9% | Reduced |
| MUFG Securities EMEA plc | 3,299 | $4.39M | 0.05% | +2,220+205.7% | Added |
| Duncker Streett & Co Inc | 3,293 | $4.38M | 0.78% | +29+0.9% | Added |
| GWM Advisors LLC | 3,286 | $4.37M | 0.02% | +1,241+60.7% | Added |
| GKV Capital Management Co., Inc. | 3,275 | $4.36M | 1.63% | +40+1.2% | Added |
| Hartford Investment Management Co | 3,262 | $4.34M | 0.13% | −41−1.2% | Reduced |
| Blackstone Group Inc. | 3,199 | $4.25M | 0.02% | +2,591+426.2% | Added |
| Sustainable Insight Capital Management, LLC | 3,193 | $4.25M | 1.42% | −1,300−28.9% | Reduced |
| Roundview Capital LLC | 3,141 | $4.18M | 0.26% | +1,222+63.7% | Added |
| Partners Capital Investment Group, LLP | 3,097 | $4.12M | 0.15% | −551−15.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,066 | $4.08M | 0.05% | +43+1.4% | Added |
| Motiv8 Investments LLC | 3,056 | $4.06M | 2.22% | +47+1.6% | Added |
| Verition Fund Management LLC | 3,049 | $4.05M | 0.02% | +2,154+240.7% | Added |
| Exchange Traded Concepts, LLC | 3,037 | $4.04M | 0.03% | −551−15.4% | Reduced |
| Voloridge Investment Management, LLC | 3,002 | $3.99M | 0.01% | +3,002 | New |
| Stratos Wealth Partners, LTD. | 2,993 | $3.98M | 0.04% | +17+0.6% | Added |
| Broadleaf Partners, LLC | 2,992 | $3.98M | 0.84% | −5−0.2% | Reduced |
| Chesley Taft & Associates LLC | 2,976 | $3.96M | 0.16% | +171+6.1% | Added |
| Goodman Advisory Group, LLC | 2,918 | $3.88M | 0.96% | +633+27.7% | Added |
| Rational Advisors LLC | 2,917 | $3.88M | 0.40% | +2,901+18,131.3% | Added |
| Mezzasalma Advisors, LLC | 2,849 | $3.87M | 0.93% | +220+8.4% | Added |
| Louisiana State Employees Retirement System | 2,900 | $3.86M | 0.07% | −100−3.3% | Reduced |
| Csenge Advisory Group | 2,879 | $3.83M | 0.17% | −24−0.8% | Reduced |
| Citizens Financial Group Inc | 2,858 | $3.80M | 0.05% | −151−5.0% | Reduced |
| Gulf International Bank (UK) Ltd | 2,825 | $3.76M | 0.12% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,802 | $3.73M | 0.03% | −779−21.8% | Reduced |
| Graham Capital Management, L.P. | 2,800 | $3.72M | 0.13% | +2,800 | New |
| Hudson Bay Capital Management LP | 2,800 | $3.72M | 0.02% | +2,800 | New |
| David R. Rahn & Associates Inc. | 2,782 | $3.70M | 0.89% | +2,102+309.1% | Added |
| Cloverfields Capital Group, LP | 2,775 | $3.69M | 1.14% | −165−5.6% | Reduced |
| Allen Operations LLC | 2,764 | $3.68M | 0.46% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,756 | $3.67M | 0.08% | 00.0% | Unchanged |
| Woodline Partners LP | 2,754 | $3.66M | 0.01% | −703−20.3% | Reduced |
| Steamboat Capital Partners, LLC | 2,749 | $3.66M | 1.00% | −11−0.4% | Reduced |