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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 42,282 | $49.0M | 1.71% | +14,803+53.9% | Added |
| Point72 Asset Management, L.P. | 42,312 | $49.0M | 0.09% | −210,469−83.3% | Reduced |
| Capital International Inc | 43,371 | $50.3M | 0.39% | +344+0.8% | Added |
| Storebrand Asset Management AS | 43,774 | $50.7M | 0.15% | +5,765+15.2% | Added |
| Susquehanna Fundamental Investments, LLC | 43,853 | $50.8M | 1.91% | +40,381+1,163.0% | Added |
| New York State Teachers Retirement System | 44,372 | $51.4M | 0.10% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 44,692 | $51.8M | 0.21% | +41,690+1,388.7% | Added |
| Blacksheep Fund Management Ltd | 45,754 | $53.0M | 21.45% | −12,710−21.7% | Reduced |
| Cat Rock Capital Management LP | 46,084 | $53.4M | 8.30% | +16,805+57.4% | Added |
| Retirement Systems of Alabama | 46,208 | $53.6M | 0.18% | +120.0% | Added |
| Aviva PLC | 46,839 | $54.3M | 0.09% | +1,359+3.0% | Added |
| Qube Research & Technologies Ltd | 47,090 | $54.6M | 0.08% | +42,390+901.9% | Added |
| Select Equity Group, L.P. | 47,943 | $55.6M | 0.30% | +47,943 | New |
| Hudson Way Capital Management LLC | 49,367 | $57.2M | 5.47% | −23,936−32.7% | Reduced |
| Schroder Investment Management Group | 49,465 | $57.3M | 0.05% | −10,197−17.1% | Reduced |
| Danske Bank A/S | 49,470 | $57.3M | 0.14% | −1,705−3.3% | Reduced |
| State Board of Administration of Florida Retirement System | 49,564 | $57.4M | 0.11% | −2,053−4.0% | Reduced |
| 1832 Asset Management L.P. | 49,609 | $57.5M | 0.08% | +38,409+342.9% | Added |
| Royal Bank of Canada | 49,665 | $57.6M | 0.01% | −25,983−34.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 50,594 | $58.6M | 0.09% | −400−0.8% | Reduced |
| Marshall Wace, LLP | 52,191 | $60.5M | 0.06% | +5,606+12.0% | Added |
| Chicago Capital, LLC | 52,977 | $61.4M | 1.66% | −4,400−7.7% | Reduced |
| Man Group plc | 53,686 | $62.2M | 0.13% | +39,684+283.4% | Added |
| Colony Group, LLC | 54,843 | $63.6M | 0.07% | +3,181+6.2% | Added |
| Tudor Investment Corp Et Al | 55,940 | $64.8M | 0.35% | +53,428+2,126.9% | Added |
| First Trust Advisors LP | 58,308 | $67.6M | 0.05% | +11,974+25.8% | Added |
| Federated Hermes, Inc. | 58,659 | $68.0M | 0.11% | −677−1.1% | Reduced |
| Intermede Investment Partners Ltd | 61,324 | $71.1M | 3.29% | −3,352−5.2% | Reduced |
| New York State Common Retirement Fund | 62,988 | $73.0M | 0.10% | +1,000+1.6% | Added |
| Alliancebernstein L.P. | 55,849 | $74.3M | 0.02% | −882−1.6% | Reduced |
| Envestnet Asset Management Inc | 66,512 | $77.1M | 0.02% | +2,789+4.4% | Added |
| CI Private Wealth, LLC | 68,198 | $78.9M | 0.11% | −1,088−1.6% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 68,332 | $79.2M | 0.24% | −190.0% | Reduced |
| Argent Capital Management LLC | 75,265 | $87.2M | 2.75% | +10,439+16.1% | Added |
| State of Michigan Retirement System | 75,792 | $87.8M | 0.46% | 00.0% | Unchanged |
| Raymond James Financial Inc | 78,181 | $90.6M | 0.03% | −2,868−3.5% | Reduced |
| Bamco Inc | 78,664 | $91.2M | 0.28% | +865+1.1% | Added |
| Squarepoint Ops LLC | 79,548 | $92.2M | 0.20% | +32,907+70.6% | Added |
| BNP Paribas Arbitrage, SA | 81,374 | $94.3M | 0.06% | −3,484−4.1% | Reduced |
| Douglas Lane & Associates, LLC | 82,143 | $95.2M | 1.37% | +95+0.1% | Added |
| HSBC Holdings PLC | 83,059 | $96.2M | 0.06% | −5,829−6.6% | Reduced |
| Russell Investments Group, Ltd. | 84,038 | $97.4M | 0.10% | −13,055−13.4% | Reduced |
| Atalan Capital Partners, LP | 84,500 | $97.9M | 9.03% | −3,150−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 87,023 | $100.9M | 0.06% | +14,852+20.6% | Added |
| Citadel Advisors LLC | 90,274 | $104.6M | 0.07% | −78,744−46.6% | Reduced |
| California Public Employees Retirement System | 92,937 | $107.7M | 0.07% | −2,636−2.8% | Reduced |
| California State Teachers Retirement System | 93,250 | $108.1M | 0.11% | −1,888−2.0% | Reduced |
| US Bancorp | 93,293 | $108.1M | 0.13% | −5,828−5.9% | Reduced |
| Sands Capital Management, LLC | 94,341 | $109.3M | 0.43% | −8,838−8.6% | Reduced |
| Amundi | 94,613 | $109.7M | 0.03% | +20,555+27.8% | Added |
| Vanguard Asset Management, Ltd | 94,755 | $109.8M | 0.09% | +94,755 | New |
| Rhumbline Advisers | 97,886 | $113.4M | 0.10% | −2,608−2.6% | Reduced |
| SG Americas Securities, LLC | 100,895 | $116.9M | 0.13% | +53,823+114.3% | Added |
| Douglass Winthrop Advisors, LLC | 102,803 | $119.1M | 2.18% | +964+0.9% | Added |
| Triple Frond Partners LLC | 106,544 | $123.5M | 12.82% | +2,650+2.6% | Added |
| Barclays PLC | 107,359 | $124.4M | 0.04% | +9,226+9.4% | Added |
| King Luther Capital Management Corp | 108,376 | $125.6M | 0.54% | +8,714+8.7% | Added |
| Bristol John W & Co Inc | 109,511 | $126.9M | 2.09% | −1,254−1.1% | Reduced |
| Skye Global Management LP | 118,000 | $136.8M | 2.95% | −2,000−1.7% | Reduced |
| Bank of Montreal | 119,589 | $138.6M | 0.06% | +61,575+106.1% | Added |
| DF Dent & Co Inc | 122,753 | $142.3M | 2.72% | −26,995−18.0% | Reduced |
| Vanguard Global Advisers, LLC | 123,128 | $142.7M | 0.08% | +123,128 | New |
| National Pension Service | 130,309 | $151.0M | 0.11% | −2,371−1.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 131,318 | $152.2M | 0.10% | +10,103+8.3% | Added |
| Veritas Asset Management LLP | 133,974 | $155.3M | 2.63% | −7,868−5.5% | Reduced |
| Nuveen, LLC | 139,609 | $161.8M | 0.04% | −76,201−35.3% | Reduced |
| Franklin Resources Inc | 143,510 | $166.3M | 0.04% | −233,083−61.9% | Reduced |
| Ameriprise Financial Inc | 143,882 | $166.8M | 0.04% | −7,820−5.2% | Reduced |
| Citigroup Inc | 144,173 | $167.1M | 0.11% | +51,910+56.3% | Added |
| Alkeon Capital Management LLC | 149,078 | $172.8M | 0.78% | −16,533−10.0% | Reduced |
| Wells Fargo & Company | 149,966 | $173.8M | 0.03% | +3,923+2.7% | Added |
| Dimensional Fund Advisors LP | 161,577 | $187.2M | 0.04% | +6,627+4.3% | Added |
| Swiss National Bank | 165,280 | $191.6M | 0.11% | +11,370+7.4% | Added |
| Blair William & Co | 166,248 | $192.7M | 0.55% | −3,982−2.3% | Reduced |
| Heard Capital LLC | 178,610 | $207.0M | 10.70% | +7,981+4.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 180,192 | $208.8M | 0.14% | −16,576−8.4% | Reduced |
| Vulcan Value Partners, LLC | 184,228 | $213.5M | 5.66% | −56,392−23.4% | Reduced |
| Manufacturers Life Insurance Company, The | 190,147 | $220.4M | 0.19% | +153,131+413.7% | Added |
| Deutsche Bank AG | 192,704 | $223.3M | 0.07% | +54,596+39.5% | Added |
| Canada Pension Plan Investment Board | 201,457 | $233.5M | 0.15% | −29,542−12.8% | Reduced |
| CIBC Bancorp USA Inc. | 201,477 | $233.7M | 0.32% | +201,477 | New |
| Temasek Holdings (Private) Ltd | 218,885 | $253.7M | 0.85% | +73,347+50.4% | Added |
| Goldman Sachs Group Inc | 282,117 | $327.0M | 0.04% | −10,975−3.7% | Reduced |
| Legal & General Group Plc | 282,593 | $327.5M | 0.08% | −27,197−8.8% | Reduced |
| Bank of America Corp | 296,031 | $343.1M | 0.03% | +3,708+1.3% | Added |
| Vanguard Fiduciary Trust Co | 319,020 | $369.7M | 0.09% | +319,020 | New |
| Bank of New York Mellon Corp | 320,707 | $371.7M | 0.07% | −901−0.3% | Reduced |
| UBS Asset Management Americas Inc | 359,641 | $416.8M | 0.09% | +69,827+24.1% | Added |
| Charles Schwab Investment Management Inc | 410,194 | $475.4M | 0.07% | +13,616+3.4% | Added |
| Primecap Management Co | 410,217 | $475.4M | 0.37% | 00.0% | Unchanged |
| Stockbridge Partners LLC | 434,281 | $503.3M | 12.16% | +10.0% | Added |
| Invesco Ltd. | 434,591 | $503.7M | 0.05% | +6,623+1.5% | Added |
| Northern Trust Corp | 455,844 | $528.3M | 0.07% | −4,425−1.0% | Reduced |
| Windacre Partnership LLC | 509,600 | $590.6M | 6.32% | −56,500−10.0% | Reduced |
| UBS Group AG | 509,668 | $590.7M | 0.10% | +45,159+9.7% | Added |
| Price T Rowe Associates Inc | 592,695 | $686.9M | 0.08% | −153,864−20.6% | Reduced |
| Edgewood Management LLC | 617,501 | $715.7M | 4.62% | +36,089+6.2% | Added |
| Soroban Capital Partners LP | 856,197 | $992.3M | 7.10% | +108,227+14.5% | Added |
| JPMorgan Chase & Co | 897,948 | $1.02B | 0.07% | −95,061−9.6% | Reduced |
| Morgan Stanley | 893,735 | $1.04B | 0.06% | +41,498+4.9% | Added |