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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
Catalyst Capital Advisors LLC2,726$3.63M0.07%−130−4.6%Reduced
Texas Yale Capital Corp.2,716$3.61M0.11%+30+1.1%Added
Clearstead Advisors, LLC2,705$3.60M0.05%+234+9.5%Added
Jane Street Group, LLC2,686$3.57M0.00%+953+55.0%Added
Level Four Advisory Services, LLC2,674$3.56M0.12%+468+21.2%Added
Marks Group Wealth Management, Inc2,670$3.55M0.34%−221−7.6%Reduced
Commonwealth Equity Services, LLC2,641$3.51M0.00%+43+1.7%Added
Banco Santander, S.A.2,641$3.51M0.03%−21−0.8%Reduced
Wiley Bros.-Aintree Capital, LLC2,636$3.47M0.02%+116+4.6%Added
MML Investors Services, LLC2,604$3.46M0.01%−393−13.1%Reduced
New Mexico Educational Retirement Board2,600$3.46M0.10%+100+4.0%Added
Mediolanum International Funds Ltd2,626$3.46M0.03%−4,359−62.4%Reduced
Allianz SE2,594$3.45M0.04%00.0%Unchanged
Private Advisor Group, LLC2,529$3.36M0.02%+109+4.5%Added
Lido Advisors, LLC2,542$3.35M0.01%+44+1.8%Added
Mercer Global Advisors Inc2,519$3.35M0.01%+105+4.3%Added
Tudor Investment Corp Et Al2,512$3.34M0.02%+2,512New
Generali Asset Management SPA SGR2,497$3.32M0.07%−31−1.2%Reduced
Walter Public Investments Inc.2,490$3.31M0.59%+2,490New
Knollwood Investment Advisory, LLC2,478$3.30M0.31%00.0%Unchanged
Rockingstone Advisors LLC2,451$3.26M1.49%+97+4.1%Added
Third View Private Wealth, LLC2,451$3.26M0.44%+2,451New
We Are One Seven, LLC2,405$3.20M0.07%+231+10.6%Added
Pier 88 Investment Partners LLC2,400$3.19M0.71%+2,400New
Family Legacy, Inc.2,394$3.18M0.95%+8+0.3%Added
Mainstay Capital Management LLC2,376$3.16M0.24%+158+7.1%Added
Alaethes Wealth LLC2,343$3.12M0.88%+764+48.4%Added
Clearbridge Investments, LLC2,342$3.11M0.00%+38+1.6%Added
AG2R la Mondiale Gestion D'Actifs2,322$3.09M0.14%+194+9.1%Added
Phoenix Holdings Ltd.2,315$3.08M0.03%−644−21.8%Reduced
Erste Asset Management GmbH2,329$3.07M0.03%+1,865+401.9%Added
Captrust Financial Advisors2,290$3.05M0.01%+96+4.4%Added
BI Asset Management Fondsmaeglerselskab A/S2,282$3.04M0.03%−2,109−48.0%Reduced
Bokf, NA2,256$3.00M0.05%−459−16.9%Reduced
Atria Investments LLC2,230$2.97M0.03%−340−13.2%Reduced
Diversify Wealth Management, LLC2,098$2.90M0.14%+128+6.5%Added
HighVista Strategies LLC2,175$2.89M0.74%+2,175New
X-Square Capital, LLC2,159$2.87M0.94%−87−3.9%Reduced
Thrivent Financial for Lutherans2,136$2.84M0.01%−35−1.6%Reduced
Cyndeo Wealth Partners, LLC2,135$2.84M0.15%+39+1.9%Added
WoodTrust Financial Corp2,125$2.83M0.33%00.0%Unchanged
Commerce Bank2,121$2.82M0.02%−206−8.9%Reduced
Phraction Management LLC2,079$2.76M0.74%+2,079New
Sit Investment Associates Inc2,065$2.75M0.05%+349+20.3%Added
HCR Wealth Advisors2,047$2.72M0.27%+14+0.7%Added
Andra AP-fonden2,012$2.68M0.03%+2,012New
Aspiriant, LLC2,001$2.66M0.08%+1+0.1%Added
Capricorn Fund Managers Ltd2,000$2.66M0.64%+2,000New
B. Metzler seel. Sohn & Co. AG1,995$2.65M0.02%+1,161+139.2%Added
Omers Administration Corp1,994$2.65M0.02%00.0%Unchanged
Callan Family Office, LLC1,982$2.64M0.06%+928+88.0%Added
Vinva Investment Management Ltd1,981$2.61M0.03%+240+13.8%Added
Resources Management Corp1,958$2.60M0.34%+117+6.4%Added
Hixon Zuercher, LLC1,954$2.60M0.79%+64+3.4%Added
Alliance Wealth Advisors, LLC1,941$2.58M1.23%−7−0.4%Reduced
CSM Advisors, LLC1,929$2.57M0.07%+338+21.2%Added
Tokio Marine Asset Management Co Ltd1,919$2.55M0.09%+26+1.4%Added
North Dakota State Investment Board1,895$2.52M0.09%+1,895New
Sanctuary Advisors, LLC1,884$2.51M0.01%−4,049−68.2%Reduced
Paragon Advisors, LLC1,871$2.49M0.68%+99+5.6%Added
Empirical Finance, LLC1,827$2.43M0.12%−73−3.8%Reduced
Northwestern Mutual Investment Management Company, LLC1,800$2.39M0.03%+5+0.3%Added
Metis Global Partners, LLC1,783$2.37M0.06%−121−6.4%Reduced
Allianz Asset Management GmbH1,761$2.34M0.00%−214−10.8%Reduced
Arrowstreet Capital, Limited Partnership1,726$2.30M0.00%+1,726New
BNP Paribas1,726$2.29M0.07%+10+0.6%Added
Palisade Capital Management LLC1,700$2.26M0.07%00.0%Unchanged
Wolverine Asset Management LLC1,691$2.25M0.03%+500+42.0%Added
Boothbay Fund Management, LLC1,670$2.22M0.06%−726−30.3%Reduced
Aurora Investment Managers, LLC.1,651$2.20M1.24%−1−0.1%Reduced
Landscape Capital Management, L.L.C.1,641$2.18M0.15%+1,641New
Ascent Group, LLC1,634$2.17M0.07%+153+10.3%Added
Kestra Advisory Services, LLC1,634$2.17M0.01%−688−29.6%Reduced
Cambridge Investment Research Advisors, Inc.1,633$2.17M0.01%+82+5.3%Added
Themes Management Co LLC1,626$2.16M1.72%+1,626New
Whitford Management LLC1,623$2.16M2.19%−1,015−38.5%Reduced
Guerra Pan Advisors, LLC1,609$2.14M1.27%00.0%Unchanged
Greenleaf Trust1,601$2.13M0.02%+79+5.2%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,601$2.13M0.01%+81+5.3%Added
IFP Advisors, Inc1,592$2.12M0.05%+1,269+392.9%Added
Summit Trail Advisors, LLC1,570$2.09M0.04%−159−9.2%Reduced
Northwestern Mutual Wealth Management Co1,557$2.07M0.00%−5,320−77.4%Reduced
Securian Asset Management, Inc1,531$2.04M0.08%−1,212−44.2%Reduced
Quadrant Capital Group LLC1,530$2.03M0.06%+599+64.3%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,424$2.03M0.02%+300+26.7%Added
Lombard Odier Asset Management (USA) Corp1,527$2.03M0.83%−1,950−56.1%Reduced
Centaurus Financial, Inc.1,525$2.03M0.09%+16+1.1%Added
MUFG Securities Americas Inc.1,517$2.02M0.13%−3−0.2%Reduced
Oppenheimer & Co Inc1,507$2.00M0.03%+19+1.3%Added
Jones Financial Companies LLLP1,500$1.99M0.00%−32−2.1%Reduced
Glenview Trust Co1,488$1.98M0.03%−1,033−41.0%Reduced
Havemeyer Place LP1,486$1.98M0.39%+1,486New
Kentucky Retirement Systems Insurance Trust Fund1,455$1.93M0.13%00.0%Unchanged
Kornitzer Capital Management Inc1,446$1.92M0.04%00.0%Unchanged
Davidson Capital Management Inc.1,440$1.91M0.41%−606−29.6%Reduced
Western Financial Corp1,436$1.91M0.76%−65−4.3%Reduced
Brinker Capital Investments, LLC1,426$1.90M0.01%+70+5.2%Added
Blue Fin Capital, Inc.1,423$1.89M0.29%−86−5.7%Reduced
RDA Financial Network1,416$1.88M0.45%+191+15.6%Added
Toroso Investments, LLC1,408$1.87M0.01%+251+21.7%Added