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, Q1 2026
Institutional positions in TransDigm Group INC as of Mar 31, 2026. 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
- 1,112
- −7 vs. Q4 2025
- Shares held
- 52.9M
- +6.91M (+15.0%) vs. Q4 2025
- Total value
- $61.3B
- +$142.0M (+0.2%) vs. Q4 2025
- New holders
- 120
- 398 more added
- Sold out
- 127
- 412 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 5,494,695 | $6.37B | 1.49% | −1,049,728−16.0% | Reduced |
| Capital World Investors | 4,666,491 | $5.41B | 0.74% | +711,979+18.0% | Added |
| BlackRock, Inc. | 4,601,252 | $5.33B | 0.09% | +302,960+7.0% | Added |
| Vanguard Capital Management LLC | 3,669,729 | $4.25B | 0.11% | +3,669,729 | New |
| Capital Research Global Investors | 3,143,509 | $3.64B | 0.57% | +666,848+26.9% | Added |
| Vanguard Portfolio Management LLC | 2,573,087 | $2.98B | 0.16% | +2,573,087 | New |
| State Street Corp | 2,516,606 | $2.92B | 0.10% | +60,420+2.5% | Added |
| Principal Financial Group Inc | 2,013,784 | $2.33B | 1.25% | −152,739−7.0% | Reduced |
| FMR LLC | 1,358,539 | $1.57B | 0.08% | −260,754−16.1% | Reduced |
| Geode Capital Management, LLC | 1,276,444 | $1.47B | 0.09% | +44,573+3.6% | Added |
| Altarock Partners LLC | 909,168 | $1.05B | 25.54% | −60,232−6.2% | Reduced |
| Morgan Stanley | 893,735 | $1.04B | 0.06% | +41,498+4.9% | Added |
| JPMorgan Chase & Co | 897,948 | $1.02B | 0.07% | −95,061−9.6% | Reduced |
| Soroban Capital Partners LP | 856,197 | $992.3M | 7.10% | +108,227+14.5% | Added |
| Edgewood Management LLC | 617,501 | $715.7M | 4.62% | +36,089+6.2% | Added |
| Price T Rowe Associates Inc | 592,695 | $686.9M | 0.08% | −153,864−20.6% | Reduced |
| UBS Group AG | 509,668 | $590.7M | 0.10% | +45,159+9.7% | Added |
| Windacre Partnership LLC | 509,600 | $590.6M | 6.32% | −56,500−10.0% | Reduced |
| Northern Trust Corp | 455,844 | $528.3M | 0.07% | −4,425−1.0% | Reduced |
| Invesco Ltd. | 434,591 | $503.7M | 0.05% | +6,623+1.5% | Added |
| Stockbridge Partners LLC | 434,281 | $503.3M | 12.16% | +10.0% | Added |
| Primecap Management Co | 410,217 | $475.4M | 0.37% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 410,194 | $475.4M | 0.07% | +13,616+3.4% | Added |
| UBS Asset Management Americas Inc | 359,641 | $416.8M | 0.09% | +69,827+24.1% | Added |
| Bank of New York Mellon Corp | 320,707 | $371.7M | 0.07% | −901−0.3% | Reduced |
| Vanguard Fiduciary Trust Co | 319,020 | $369.7M | 0.09% | +319,020 | New |
| Bank of America Corp | 296,031 | $343.1M | 0.03% | +3,708+1.3% | Added |
| Legal & General Group Plc | 282,593 | $327.5M | 0.08% | −27,197−8.8% | Reduced |
| Goldman Sachs Group Inc | 282,117 | $327.0M | 0.04% | −10,975−3.7% | Reduced |
| Temasek Holdings (Private) Ltd | 218,885 | $253.7M | 0.85% | +73,347+50.4% | Added |
| CIBC Bancorp USA Inc. | 201,477 | $233.7M | 0.32% | +201,477 | New |
| Canada Pension Plan Investment Board | 201,457 | $233.5M | 0.15% | −29,542−12.8% | Reduced |
| Deutsche Bank AG | 192,704 | $223.3M | 0.07% | +54,596+39.5% | Added |
| Manufacturers Life Insurance Company, The | 190,147 | $220.4M | 0.19% | +153,131+413.7% | Added |
| Vulcan Value Partners, LLC | 184,228 | $213.5M | 5.66% | −56,392−23.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 180,192 | $208.8M | 0.14% | −16,576−8.4% | Reduced |
| Heard Capital LLC | 178,610 | $207.0M | 10.70% | +7,981+4.7% | Added |
| Blair William & Co | 166,248 | $192.7M | 0.55% | −3,982−2.3% | Reduced |
| Swiss National Bank | 165,280 | $191.6M | 0.11% | +11,370+7.4% | Added |
| Dimensional Fund Advisors LP | 161,577 | $187.2M | 0.04% | +6,627+4.3% | Added |
| Wells Fargo & Company | 149,966 | $173.8M | 0.03% | +3,923+2.7% | Added |
| Alkeon Capital Management LLC | 149,078 | $172.8M | 0.78% | −16,533−10.0% | Reduced |
| Citigroup Inc | 144,173 | $167.1M | 0.11% | +51,910+56.3% | Added |
| Ameriprise Financial Inc | 143,882 | $166.8M | 0.04% | −7,820−5.2% | Reduced |
| Franklin Resources Inc | 143,510 | $166.3M | 0.04% | −233,083−61.9% | Reduced |
| Nuveen, LLC | 139,609 | $161.8M | 0.04% | −76,201−35.3% | Reduced |
| Veritas Asset Management LLP | 133,974 | $155.3M | 2.63% | −7,868−5.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 131,318 | $152.2M | 0.10% | +10,103+8.3% | Added |
| National Pension Service | 130,309 | $151.0M | 0.11% | −2,371−1.8% | Reduced |
| Vanguard Global Advisers, LLC | 123,128 | $142.7M | 0.08% | +123,128 | New |
| DF Dent & Co Inc | 122,753 | $142.3M | 2.72% | −26,995−18.0% | Reduced |
| Bank of Montreal | 119,589 | $138.6M | 0.06% | +61,575+106.1% | Added |
| Skye Global Management LP | 118,000 | $136.8M | 2.95% | −2,000−1.7% | Reduced |
| Bristol John W & Co Inc | 109,511 | $126.9M | 2.09% | −1,254−1.1% | Reduced |
| King Luther Capital Management Corp | 108,376 | $125.6M | 0.54% | +8,714+8.7% | Added |
| Barclays PLC | 107,359 | $124.4M | 0.04% | +9,226+9.4% | Added |
| Triple Frond Partners LLC | 106,544 | $123.5M | 12.82% | +2,650+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 102,803 | $119.1M | 2.18% | +964+0.9% | Added |
| SG Americas Securities, LLC | 100,895 | $116.9M | 0.13% | +53,823+114.3% | Added |
| Rhumbline Advisers | 97,886 | $113.4M | 0.10% | −2,608−2.6% | Reduced |
| Vanguard Asset Management, Ltd | 94,755 | $109.8M | 0.09% | +94,755 | New |
| Amundi | 94,613 | $109.7M | 0.03% | +20,555+27.8% | Added |
| Sands Capital Management, LLC | 94,341 | $109.3M | 0.43% | −8,838−8.6% | Reduced |
| US Bancorp | 93,293 | $108.1M | 0.13% | −5,828−5.9% | Reduced |
| California State Teachers Retirement System | 93,250 | $108.1M | 0.11% | −1,888−2.0% | Reduced |
| California Public Employees Retirement System | 92,937 | $107.7M | 0.07% | −2,636−2.8% | Reduced |
| Citadel Advisors LLC | 90,274 | $104.6M | 0.07% | −78,744−46.6% | Reduced |
| The PNC Financial Services Group, Inc. | 87,023 | $100.9M | 0.06% | +14,852+20.6% | Added |
| Atalan Capital Partners, LP | 84,500 | $97.9M | 9.03% | −3,150−3.6% | Reduced |
| Russell Investments Group, Ltd. | 84,038 | $97.4M | 0.10% | −13,055−13.4% | Reduced |
| HSBC Holdings PLC | 83,059 | $96.2M | 0.06% | −5,829−6.6% | Reduced |
| Douglas Lane & Associates, LLC | 82,143 | $95.2M | 1.37% | +95+0.1% | Added |
| BNP Paribas Arbitrage, SA | 81,374 | $94.3M | 0.06% | −3,484−4.1% | Reduced |
| Squarepoint Ops LLC | 79,548 | $92.2M | 0.20% | +32,907+70.6% | Added |
| Bamco Inc | 78,664 | $91.2M | 0.28% | +865+1.1% | Added |
| Raymond James Financial Inc | 78,181 | $90.6M | 0.03% | −2,868−3.5% | Reduced |
| State of Michigan Retirement System | 75,792 | $87.8M | 0.46% | 00.0% | Unchanged |
| Argent Capital Management LLC | 75,265 | $87.2M | 2.75% | +10,439+16.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 68,332 | $79.2M | 0.24% | −190.0% | Reduced |
| CI Private Wealth, LLC | 68,198 | $78.9M | 0.11% | −1,088−1.6% | Reduced |
| Envestnet Asset Management Inc | 66,512 | $77.1M | 0.02% | +2,789+4.4% | Added |
| Alliancebernstein L.P. | 55,849 | $74.3M | 0.02% | −882−1.6% | Reduced |
| New York State Common Retirement Fund | 62,988 | $73.0M | 0.10% | +1,000+1.6% | Added |
| Intermede Investment Partners Ltd | 61,324 | $71.1M | 3.29% | −3,352−5.2% | Reduced |
| Federated Hermes, Inc. | 58,659 | $68.0M | 0.11% | −677−1.1% | Reduced |
| First Trust Advisors LP | 58,308 | $67.6M | 0.05% | +11,974+25.8% | Added |
| Tudor Investment Corp Et Al | 55,940 | $64.8M | 0.35% | +53,428+2,126.9% | Added |
| Colony Group, LLC | 54,843 | $63.6M | 0.07% | +3,181+6.2% | Added |
| Man Group plc | 53,686 | $62.2M | 0.13% | +39,684+283.4% | Added |
| Chicago Capital, LLC | 52,977 | $61.4M | 1.66% | −4,400−7.7% | Reduced |
| Marshall Wace, LLP | 52,191 | $60.5M | 0.06% | +5,606+12.0% | Added |
| Adage Capital Partners GP, L.L.C. | 50,594 | $58.6M | 0.09% | −400−0.8% | Reduced |
| Royal Bank of Canada | 49,665 | $57.6M | 0.01% | −25,983−34.3% | Reduced |
| 1832 Asset Management L.P. | 49,609 | $57.5M | 0.08% | +38,409+342.9% | Added |
| State Board of Administration of Florida Retirement System | 49,564 | $57.4M | 0.11% | −2,053−4.0% | Reduced |
| Danske Bank A/S | 49,470 | $57.3M | 0.14% | −1,705−3.3% | Reduced |
| Schroder Investment Management Group | 49,465 | $57.3M | 0.05% | −10,197−17.1% | Reduced |
| Hudson Way Capital Management LLC | 49,367 | $57.2M | 5.47% | −23,936−32.7% | Reduced |
| Select Equity Group, L.P. | 47,943 | $55.6M | 0.30% | +47,943 | New |
| Qube Research & Technologies Ltd | 47,090 | $54.6M | 0.08% | +42,390+901.9% | Added |