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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 13,645 | $15.8M | 0.14% | −319−2.3% | Reduced |
| Maestria Partners LLC | 13,652 | $15.8M | 5.77% | −4,500−24.8% | Reduced |
| Jupiter Asset Management Ltd | 13,693 | $15.9M | 0.08% | +13,693 | New |
| Mackenzie Financial Corp | 13,850 | $16.1M | 0.02% | +7,696+125.1% | Added |
| Rockefeller Capital Management L.P. | 14,122 | $16.4M | 0.03% | +8,814+166.1% | Added |
| Varma Mutual Pension Insurance Co | 14,260 | $16.5M | 0.10% | 00.0% | Unchanged |
| Lynwood Price Capital Management LP | 15,200 | $17.6M | 9.46% | −2,300−13.1% | Reduced |
| Gotham Asset Management, LLC | 15,294 | $17.7M | 0.05% | −8,215−34.9% | Reduced |
| Czech National Bank | 15,380 | $17.8M | 0.12% | +529+3.6% | Added |
| Arizona State Retirement System | 15,435 | $17.9M | 0.10% | −428−2.7% | Reduced |
| Prudential PLC | 15,466 | $17.9M | 0.14% | +11,237+265.7% | Added |
| Rafferty Asset Management, LLC | 15,468 | $17.9M | 0.07% | +2,299+17.5% | Added |
| STRS Ohio | 16,496 | $19.1M | 0.08% | −11,230−40.5% | Reduced |
| TCW Group Inc | 16,509 | $19.1M | 0.14% | −4,339−20.8% | Reduced |
| Tredje AP-fonden | 16,579 | $19.2M | 0.11% | +16,579 | New |
| Toronto Dominion Bank | 16,614 | $19.3M | 0.04% | −4,292−20.5% | Reduced |
| Pennant Investors, LP | 16,771 | $19.4M | 5.38% | −1,700−9.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 16,942 | $19.6M | 0.10% | +256+1.5% | Added |
| Nisa Investment Advisors, LLC | 16,922 | $19.6M | 0.07% | +1,521+9.9% | Added |
| AQR Capital Management LLC | 17,608 | $20.0M | 0.01% | +2,547+16.9% | Added |
| Archon Partners LLC | 17,300 | $20.1M | 2.37% | 00.0% | Unchanged |
| Advent International Corp | 17,459 | $20.2M | 0.48% | +10,925+167.2% | Added |
| Jennison Associates LLC | 17,697 | $20.5M | 0.01% | +17,697 | New |
| National Bank of Canada | 17,903 | $20.8M | 0.02% | −8,851−33.1% | Reduced |
| Fifth Third Bancorp | 17,943 | $20.8M | 0.04% | +8,067+81.7% | Added |
| Goodnow Investment Group, LLC | 18,012 | $20.9M | 2.29% | +2,570+16.6% | Added |
| Victory Capital Management Inc | 18,033 | $20.9M | 0.01% | +224+1.3% | Added |
| HighTower Advisors, LLC | 18,156 | $21.0M | 0.02% | +926+5.4% | Added |
| LPL Financial LLC | 18,371 | $21.3M | 0.01% | −671−3.5% | Reduced |
| Janney Montgomery Scott LLC | 18,938 | $21.9M | 0.05% | +3,940+26.3% | Added |
| State of New Jersey Common Pension Fund D | 19,103 | $22.1M | 0.09% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 19,465 | $22.6M | 0.06% | +920+5.0% | Added |
| Bluegrass Capital Partners LP | 19,600 | $22.7M | 16.37% | +1,600+8.9% | Added |
| T. Rowe Price Investment Management, Inc. | 19,690 | $22.8M | 0.02% | +19,690 | New |
| Renaissance Technologies LLC | 19,780 | $22.9M | 0.04% | +19,780 | New |
| Cypress Funds LLC | 20,688 | $24.0M | 6.03% | −6,025−22.6% | Reduced |
| Howland Capital Management LLC | 20,757 | $24.1M | 0.95% | +1,340+6.9% | Added |
| Nissay Asset Management Corp | 20,802 | $24.1M | 0.13% | +1,113+5.7% | Added |
| Jones Financial Companies LLLP | 21,358 | $24.3M | 0.01% | +19,858+1,323.9% | Added |
| Titan Global Capital Management USA LLC | 21,199 | $24.6M | 3.66% | +245+1.2% | Added |
| Gilder Gagnon Howe & Co LLC | 21,481 | $24.9M | 0.30% | −4,054−15.9% | Reduced |
| D. E. Shaw & Co., Inc. | 21,516 | $24.9M | 0.02% | −1,512−6.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 21,579 | $25.0M | 0.17% | −100−0.5% | Reduced |
| Anabranch Capital Management, LP | 21,768 | $25.2M | 21.96% | −5,787−21.0% | Reduced |
| TD Asset Management Inc | 21,777 | $25.2M | 0.02% | +1,393+6.8% | Added |
| Public Employees Retirement System of Ohio | 21,972 | $25.5M | 0.08% | −93−0.4% | Reduced |
| State of Tennessee, Treasury Department | 22,330 | $25.9M | 0.09% | +4,406+24.6% | Added |
| Baskin Financial Services Inc. | 22,926 | $26.6M | 2.18% | −12−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 23,023 | $26.7M | 0.07% | +678+3.0% | Added |
| East Coast Asset Management, LLC. | 23,220 | $26.9M | 8.87% | −121−0.5% | Reduced |
| Neuberger Berman Group LLC | 23,364 | $27.1M | 0.02% | −5,327−18.6% | Reduced |
| Treasurer of the State of North Carolina | 23,665 | $27.4M | 0.09% | +504+2.2% | Added |
| Crow's Nest Holdings LP | 23,667 | $27.4M | 6.41% | −6,058−20.4% | Reduced |
| Holocene Advisors, LP | 24,094 | $27.9M | 0.07% | −32,127−57.1% | Reduced |
| Oakcliff Capital Partners, LP | 24,170 | $28.0M | 12.36% | 00.0% | Unchanged |
| EULAV Asset Management | 24,257 | $28.1M | 0.90% | −5,400−18.2% | Reduced |
| Ampfield Management, L.P. | 24,463 | $28.4M | 35.09% | −8,527−25.8% | Reduced |
| Mill Capital Management, LLC | 24,940 | $28.9M | 2.20% | +58+0.2% | Added |
| Zimmer Partners, LP | 25,000 | $29.0M | 0.71% | −4,250−14.5% | Reduced |
| Third Point LLCSuperinvestorThird Point | 25,000 | $29.0M | 1.39% | +25,000 | New |
| Quantinno Capital Management LP | 26,207 | $30.4M | 0.05% | +751+3.0% | Added |
| Vanguard Investments Australia, Ltd. | 26,249 | $30.4M | 0.09% | +26,249 | New |
| Oakmont Corp | 26,289 | $30.5M | 5.79% | +479+1.9% | Added |
| Swedbank AB | 26,604 | $30.8M | 0.03% | +22,398+532.5% | Added |
| SEI Investments Co | 26,823 | $31.1M | 0.03% | −6,096−18.5% | Reduced |
| Prudential Financial Inc | 27,313 | $31.7M | 0.04% | −654−2.3% | Reduced |
| Royal London Asset Management Ltd | 27,528 | $31.9M | 0.07% | +20.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 27,843 | $32.3M | 0.09% | −734−2.6% | Reduced |
| Coalescence Partners Investment Management, LP | 28,282 | $32.8M | 7.09% | 00.0% | Unchanged |
| Capital International Ltd | 28,294 | $32.8M | 1.22% | +4,491+18.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,631 | $33.2M | 0.06% | +1,560+5.8% | Added |
| Brown Advisory Inc | 28,733 | $33.3M | 0.05% | −68,379−70.4% | Reduced |
| iA Global Asset Management Inc. | 28,892 | $33.5M | 0.47% | +3,795+15.1% | Added |
| Great West Life Assurance Co | 29,005 | $33.7M | 0.06% | +984+3.5% | Added |
| Capital Fund Management S.A. | 29,585 | $34.3M | 0.31% | +9,396+46.5% | Added |
| Thornburg Investment Management Inc | 29,662 | $34.4M | 0.36% | −17,974−37.7% | Reduced |
| DekaBank Deutsche Girozentrale | 29,877 | $34.5M | 0.06% | 00.0% | Unchanged |
| Ycg, LLC | 30,176 | $35.0M | 3.17% | +6,888+29.6% | Added |
| State of Wisconsin Investment Board | 31,060 | $36.0M | 0.08% | +1,053+3.5% | Added |
| BRX Global LP | 31,097 | $36.0M | 46.98% | +2,818+10.0% | Added |
| Ensign Peak Advisors, Inc | 31,373 | $36.4M | 0.07% | −3,517−10.1% | Reduced |
| Praesidium Investment Management Company, LLC | 31,460 | $36.5M | 8.71% | +5,260+20.1% | Added |
| DnB Asset Management AS | 31,536 | $36.5M | 0.13% | +5,712+22.1% | Added |
| APG Asset Management N.V. | 36,899 | $37.1M | 0.12% | +335+0.9% | Added |
| Woodline Partners LP | 32,100 | $37.2M | 0.14% | +29,346+1,065.6% | Added |
| Natixis Advisors, L.P. | 32,397 | $37.5M | 0.05% | −2,134−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 33,536 | $38.9M | 0.11% | −1,886−5.3% | Reduced |
| KLP Kapitalforvaltning AS | 33,632 | $39.0M | 0.15% | +1,490+4.6% | Added |
| Ci Investments Inc. | 34,847 | $40.4M | 0.20% | −278−0.8% | Reduced |
| Korea Investment CORP | 35,660 | $41.3M | 0.09% | +1,408+4.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 35,677 | $41.3M | 0.33% | +16,449+85.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,870 | $41.6M | 0.09% | +2,874+8.7% | Added |
| Pictet Asset Management Holding SA | 38,065 | $44.1M | 0.05% | −1,367−3.5% | Reduced |
| Milford Funds Ltd | 38,083 | $44.1M | 0.92% | +6,569+20.8% | Added |
| Employees Retirement System of Texas | 38,587 | $44.7M | 0.39% | −2,000−4.9% | Reduced |
| Mar Vista Investment Partners LLC | 39,246 | $45.5M | 4.55% | −545−1.4% | Reduced |
| National Philanthropic Trust | 39,895 | $46.2M | 0.49% | −800−2.0% | Reduced |
| Capital International Sarl | 40,890 | $47.4M | 0.78% | +3,985+10.8% | Added |
| Standard Life Aberdeen plc | 41,987 | $48.7M | 0.08% | +1,792+4.5% | Added |
| Stifel Financial Corp | 42,140 | $48.8M | 0.04% | −7,506−15.1% | Reduced |