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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
OP Asset Management Ltd5,653$6.55M0.07%−422−6.9%Reduced
Advisors Asset Management, Inc.5,693$6.60M0.11%+776+15.8%Added
Empowered Funds, LLC5,717$6.63M0.04%+5,717New
M&T Bank Corp5,721$6.63M0.02%−139−2.4%Reduced
Crossmark Global Holdings, Inc.5,727$6.64M0.10%+575+11.2%Added
Blackstone Group Inc.5,915$6.86M0.03%+2,716+84.9%Added
Federation des caisses Desjardins du Quebec5,938$6.88M0.02%+1,264+27.0%Added
Crystal Rock Capital Management5,970$6.92M4.11%−120−2.0%Reduced
Oak Thistle LLC5,977$6.93M0.67%+4,641+347.4%Added
Mutual of America Capital Management LLC5,995$6.95M0.08%−42−0.7%Reduced
Yousif Capital Management, LLC6,012$6.97M0.08%−243−3.9%Reduced
Cerity Partners LLC6,056$7.03M0.01%−892−12.8%Reduced
Shelter Rock Management, LLC6,070$7.03M7.46%+1,119+22.6%Added
Pennant Select, LLC6,200$7.19M3.61%00.0%Unchanged
Ancora Advisors, LLC6,268$7.26M0.15%+177+2.9%Added
Q Global Advisors, LLC6,276$7.27M6.99%00.0%Unchanged
Advisory Services Network, LLC6,310$7.31M0.10%+312+5.2%Added
Andra AP-fonden6,344$7.35M0.09%+4,332+215.3%Added
Investment Management Corp of Ontario6,438$7.46M0.10%+1,376+27.2%Added
Oregon Public Employees Retirement Fund6,456$7.48M0.10%+11+0.2%Added
Long Path Partners LP6,478$7.51M3.41%+6,478New
Sequoia Financial Advisors, LLC6,597$7.65M0.04%+276+4.4%Added
Investidor Profissional Gestao de Recursos Ltda.6,633$7.69M4.94%−4,587−40.9%Reduced
Keybank National Association6,773$7.85M0.03%+435+6.9%Added
Delta Investment Management, LLC6,853$7.94M1.42%−279−3.9%Reduced
JustInvest LLC6,859$7.95M0.08%−1,222−15.1%Reduced
Resources Investment Advisors, LLC.6,883$7.98M0.08%+1,125+19.5%Added
Equitable Trust Co6,897$7.99M0.37%+567+9.0%Added
Prospera Financial Services Inc6,949$8.06M0.13%+597+9.4%Added
Vontobel Holding Ltd.7,029$8.15M0.03%+5,952+552.6%Added
Dai-Ichi Life Insurance Company, Ltd7,114$8.24M0.24%+966+15.7%Added
Winton Group Ltd7,165$8.30M0.29%+7,165New
Public Employees Retirement Association of Colorado7,248$8.40M0.03%+4+0.1%Added
O'Shaughnessy Asset Management, LLC7,335$8.50M0.04%+367+5.3%Added
KP Management LLC7,350$8.52M2.44%+2,350+47.0%Added
Legal Advantage Investments, Inc.7,402$8.58M4.43%+100+1.4%Added
PensionDanmark Pensionsforsikringsaktieselskab7,474$8.66M0.08%−900−10.7%Reduced
Swiss Life Asset Management Ltd7,648$8.86M0.04%+62+0.8%Added
Phraction Management LLC7,665$8.88M2.31%+5,586+268.7%Added
Wealthfront Advisers LLC7,750$8.98M0.02%+881+12.8%Added
British Columbia Investment Management Corp7,762$9.00M0.05%−2,204−22.1%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd7,797$9.04M0.07%−473−5.7%Reduced
Vaughan Nelson Investment Management, L.P.7,818$9.06M0.09%+2,401+44.3%Added
New York Life Investment Management LLC7,843$9.09M0.08%+121+1.6%Added
Janus Henderson Group PLC7,901$9.16M0.00%+895+12.8%Added
Bank of Nova Scotia7,952$9.22M0.02%−13,962−63.7%Reduced
FIL Ltd8,001$9.27M0.01%+7,190+886.6%Added
Smith, Salley & Associates8,070$9.35M0.47%+134+1.7%Added
Pragma Gestao de Patrimonio Ltd8,090$9.38M4.95%−2,700−25.0%Reduced
Cullen/Frost Bankers, Inc.8,102$9.39M0.11%+1,505+22.8%Added
ProShare Advisors LLC8,102$9.39M0.01%−2,254−21.8%Reduced
Eurizon Capital SGR S.p.A.8,160$9.45M0.03%+2,768+51.3%Added
Ilmarinen Mutual Pension Insurance Co8,200$9.50M0.07%+4,200+105.0%Added
NEOS Investment Management LLC8,205$9.51M0.05%+3,556+76.5%Added
Credit Agricole S A8,298$9.62M0.03%−8,322−50.1%Reduced
Spinecap SAS8,466$9.81M3.60%−87−1.0%Reduced
Police & Firemen's Retirement System of New Jersey8,497$9.85M0.08%+20+0.2%Added
Rheos Capital Works Inc.8,500$9.85M0.66%00.0%Unchanged
Pathstone Holdings, LLC8,552$9.91M0.04%+1,333+18.5%Added
ASR Vermogensbeheer N.V.8,697$10.1M0.12%+1,741+25.0%Added
Susquehanna International Group, LLP8,803$10.2M0.01%−1,416−13.9%Reduced
Parkwood LLC8,848$10.3M0.91%+655+8.0%Added
Aquatic Capital Management LLC8,972$10.4M0.30%+7,829+685.0%Added
Utah Retirement Systems8,987$10.4M0.11%−140−1.5%Reduced
Asset Planning,Inc9,031$10.5M7.44%−5−0.1%Reduced
Red Door Wealth Management, LLC9,114$10.6M1.10%+109+1.2%Added
Public Sector Pension Investment Board9,121$10.6M0.03%+1,789+24.4%Added
Beese Fulmer Investment Management, Inc.9,162$10.6M0.68%+233+2.6%Added
Eastern Bank9,268$10.7M0.18%+1,824+24.5%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund9,432$10.9M0.06%+2,005+27.0%Added
Fairbanks Capital Management, Inc.9,497$11.0M6.89%−132−1.4%Reduced
Regions Financial Corp9,570$11.1M0.07%−25,882−73.0%Reduced
Daiwa Securities Group Inc.9,633$11.2M0.03%+545+6.0%Added
Cornerstone Advisors, LLC9,657$11.2M0.41%−4,165−30.1%Reduced
Capital Group Private Client Services, Inc.9,671$11.2M0.19%−4,355−31.0%Reduced
Inherent Management Corp.10,000$11.6M5.89%+2,300+29.9%Added
USS Investment Management Ltd10,007$11.6M0.05%+364+3.8%Added
Teacher Retirement System of Texas10,031$11.6M0.05%−74−0.7%Reduced
Creative Planning10,044$11.6M0.01%−808−7.4%Reduced
Voya Investment Management LLC10,143$11.8M0.01%−1,827−15.3%Reduced
Allspring Global Investments Holdings, LLC10,113$11.9M0.02%−173−1.7%Reduced
Amalgamated Bank10,458$12.1M0.09%−272−2.5%Reduced
Harel Insurance Investments & Financial Services Ltd.10,566$12.2M0.08%+2,985+39.4%Added
Broad Run Investment Management, LLC10,801$12.5M2.20%00.0%Unchanged
Fred Alger Management, LLC10,834$12.6M0.06%−1,827−14.4%Reduced
Pittenger & Anderson Inc10,869$12.6M0.50%+134+1.2%Added
Linonia Partnership LP11,022$12.8M0.24%00.0%Unchanged
Stephens Inc11,068$12.8M0.16%+712+6.9%Added
Mariner, LLC11,464$13.3M0.02%−4,135−26.5%Reduced
Mirae Asset Global Investments Co., Ltd.11,579$13.4M0.04%−3,081−21.0%Reduced
Pinnacle Financial Partners, Inc.11,862$13.7M0.11%+40.0%Added
Trexquant Investment LP12,015$13.9M0.10%+12,015New
Westfield Capital Management Co LP12,950$15.0M0.06%−3,243−20.0%Reduced
Lansforsakringar Fondforvaltning AB (publ)13,099$15.2M0.08%+93+0.7%Added
PYA Waltman Capital, LLC13,155$15.2M4.23%+922+7.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,155$15.2M0.08%+55+0.4%Added
Xponance, Inc.13,273$15.4M0.11%+1,264+10.5%Added
CIBC Asset Management Inc13,503$15.6M0.04%+229+1.7%Added
Islander Capital Partners, L.P.13,580$15.7M6.20%+1,630+13.6%Added
MetLife Investment Management13,616$15.8M0.08%−337−2.4%Reduced