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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, 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.

Institutional holdersQ1 2026: 1,112 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 heldQ1 2026: $61.3B
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, Q1 2026

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q4 2025.

Institutions holding TDG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Altarock Partners LLC909,168$1.05B25.54%−60,232−6.2%Reduced
Geode Capital Management, LLC1,276,444$1.47B0.09%+44,573+3.6%Added
FMR LLC1,358,539$1.57B0.08%−260,754−16.1%Reduced
Principal Financial Group Inc2,013,784$2.33B1.25%−152,739−7.0%Reduced
State Street Corp2,516,606$2.92B0.10%+60,420+2.5%Added
Vanguard Portfolio Management LLC2,573,087$2.98B0.16%+2,573,087New
Capital Research Global Investors3,143,509$3.64B0.57%+666,848+26.9%Added
Vanguard Capital Management LLC3,669,729$4.25B0.11%+3,669,729New
BlackRock, Inc.4,601,252$5.33B0.09%+302,960+7.0%Added
Capital World Investors4,666,491$5.41B0.74%+711,979+18.0%Added
Capital International Investors5,494,695$6.37B1.49%−1,049,728−16.0%Reduced
Boreal Capital Management LLC1––+1Added
Darsana Capital Partners LP0$00.00%−200,000−100.0%Sold out
Estuary Capital Management LP0$00.00%−27,520−100.0%Sold out
J. Goldman & Co LP0$00.00%−22,938−100.0%Sold out
Jain Global LLC0$00.00%−19,282−100.0%Sold out
One Madison Group LLC0$00.00%−19,000−100.0%Sold out
Freestone Grove Partners LP0$00.00%−15,407−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,494−100.0%Sold out
Artemis Investment Management LLP0$00.00%−8,537−100.0%Sold out
Symmetry Investments LP0$00.00%−8,273−100.0%Sold out
Rakuten Investment Management, Inc.0$00.00%−7,402−100.0%Sold out
DuPont Capital Management Corp0$00.00%−7,031−100.0%Sold out
PBU - The Pension Fund of Early Childhood & Youth Educators0$00.00%−6,360−100.0%Sold out
Dilation Capital Management LP0$00.00%−4,373−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−4,355−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−4,214−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,750−100.0%Sold out
XTX Topco Ltd0$00.00%−3,669−100.0%Sold out
Kentucky Retirement Systems0$00.00%−3,470−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,465−100.0%Sold out
Quadrature Capital Ltd0$00.00%−3,420−100.0%Sold out
Gardner Lewis Asset Management L P0$00.00%−3,384−100.0%Sold out
Chesley Taft & Associates LLC0$00.00%−2,976−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,800−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−2,800−100.0%Sold out
Steamboat Capital Partners, LLC0$00.00%−2,749−100.0%Sold out
Pier 88 Investment Partners LLC0$00.00%−2,400−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−2,342−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−2,315−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−2,000−100.0%Sold out
CSM Advisors, LLC0$00.00%−1,929−100.0%Sold out
Paragon Advisors, LLC0$00.00%−1,871−100.0%Sold out
Aurora Investment Managers, LLC.0$00.00%−1,651−100.0%Sold out
Alberta Investment Management Corp0$00.00%−1,400−100.0%Sold out
Walleye Capital LLC0$00.00%−1,208−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−1,009−100.0%Sold out
Element Capital Management LLC0$00.00%−839−100.0%Sold out
Capital Planning Advisors, LLC0$00.00%−769−100.0%Sold out
Mangrove Partners0$00.00%−756−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−700−100.0%Sold out
Blue Line Capital, LLC0$00.00%−653−100.0%Sold out
Tuttle Tactical Management0$00.00%−592−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−552−100.0%Sold out
Shelton Wealth Management, LLC0$00.00%−535−100.0%Sold out
Parsonex Advisory Services, Inc.0$00.00%−439−100.0%Sold out
Cura Wealth Advisors, LLC0$00.00%−411−100.0%Sold out
Forum Financial Management, LP0$00.00%−399−100.0%Sold out
Tiaa Trust, National Association0$00.00%−370−100.0%Sold out
Yarbrough Capital, LLC0$00.00%−354−100.0%Sold out
Rathbone Brothers plc0$00.00%−346−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−329−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−317−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−306−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−296−100.0%Sold out
Quest Partners LLC0$00.00%−296−100.0%Sold out
Abel Hall, LLC0$00.00%−273−100.0%Sold out
Storgate, LLC0$00.00%−271−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−263−100.0%Sold out
Keel Point, LLC0$00.00%−263−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−258−100.0%Sold out
Ieq Capital, LLC0$00.00%−253−100.0%Sold out
StoneX Group Inc.0$00.00%−230−100.0%Sold out
Laidlaw Wealth Management LLC0$00.00%−218−100.0%Sold out
Fire Capital Management LLC0$00.00%−217−100.0%Sold out
S Harris Financial Group, LLC0$00.00%−213−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−197−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−194−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−193−100.0%Sold out
Tower Wealth Partners, Inc.0$00.00%−190−100.0%Sold out
LeConte Wealth Management, LLC0$00.00%−181−100.0%Sold out
Procyon Private Wealth Partners, LLC0$00.00%−180−100.0%Sold out
Norden Group LLC0$00.00%−178−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−178−100.0%Sold out
FSM Wealth Advisors, LLC0$00.00%−177−100.0%Sold out
Teamwork Financial Advisors, LLC0$00.00%−175−100.0%Sold out
Athena Wealth Management, LLC0$00.00%−175−100.0%Sold out
Welch & Forbes LLC0$00.00%−174−100.0%Sold out
Quotient Wealth Partners, LLC0$00.00%−173−100.0%Sold out
Ellevest, Inc.0$00.00%−173−100.0%Sold out
Sentry Investment Management LLC0$00.00%−173−100.0%Sold out
Fortune Financial Advisors, LLC0$00.00%−172−100.0%Sold out
Sowell Financial Services LLC0$00.00%−170−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−169−100.0%Sold out
Legacy Financial Advisors, Inc.0$00.00%−167−100.0%Sold out
Ewa, LLC0$00.00%−166−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−166−100.0%Sold out
Income Insurance Ltd0$00.00%−166−100.0%Sold out
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co0$00.00%−152−100.0%Sold out
Rockland Trust Co0$00.00%−165−100.0%Sold out