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 |
|---|---|---|---|---|---|
| Aviva PLC | 46,839 | $54.3M | 0.09% | +1,359+3.0% | Added |
| Retirement Systems of Alabama | 46,208 | $53.6M | 0.18% | +120.0% | Added |
| Cat Rock Capital Management LP | 46,084 | $53.4M | 8.30% | +16,805+57.4% | Added |
| Blacksheep Fund Management Ltd | 45,754 | $53.0M | 21.45% | −12,710−21.7% | Reduced |
| Voloridge Investment Management, LLC | 44,692 | $51.8M | 0.21% | +41,690+1,388.7% | Added |
| New York State Teachers Retirement System | 44,372 | $51.4M | 0.10% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 43,853 | $50.8M | 1.91% | +40,381+1,163.0% | Added |
| Storebrand Asset Management AS | 43,774 | $50.7M | 0.15% | +5,765+15.2% | Added |
| Capital International Inc | 43,371 | $50.3M | 0.39% | +344+0.8% | Added |
| Point72 Asset Management, L.P. | 42,312 | $49.0M | 0.09% | −210,469−83.3% | Reduced |
| Chilton Capital Management LLC | 42,282 | $49.0M | 1.71% | +14,803+53.9% | Added |
| Stifel Financial Corp | 42,140 | $48.8M | 0.04% | −7,506−15.1% | Reduced |
| Standard Life Aberdeen plc | 41,987 | $48.7M | 0.08% | +1,792+4.5% | Added |
| Capital International Sarl | 40,890 | $47.4M | 0.78% | +3,985+10.8% | Added |
| National Philanthropic Trust | 39,895 | $46.2M | 0.49% | −800−2.0% | Reduced |
| Mar Vista Investment Partners LLC | 39,246 | $45.5M | 4.55% | −545−1.4% | Reduced |
| Employees Retirement System of Texas | 38,587 | $44.7M | 0.39% | −2,000−4.9% | Reduced |
| Milford Funds Ltd | 38,083 | $44.1M | 0.92% | +6,569+20.8% | Added |
| Pictet Asset Management Holding SA | 38,065 | $44.1M | 0.05% | −1,367−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,870 | $41.6M | 0.09% | +2,874+8.7% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 35,677 | $41.3M | 0.33% | +16,449+85.5% | Added |
| Korea Investment CORP | 35,660 | $41.3M | 0.09% | +1,408+4.1% | Added |
| Ci Investments Inc. | 34,847 | $40.4M | 0.20% | −278−0.8% | Reduced |
| KLP Kapitalforvaltning AS | 33,632 | $39.0M | 0.15% | +1,490+4.6% | Added |
| Asset Management One Co.,Ltd. | 33,536 | $38.9M | 0.11% | −1,886−5.3% | Reduced |
| Natixis Advisors, L.P. | 32,397 | $37.5M | 0.05% | −2,134−6.2% | Reduced |
| Woodline Partners LP | 32,100 | $37.2M | 0.14% | +29,346+1,065.6% | Added |
| APG Asset Management N.V. | 36,899 | $37.1M | 0.12% | +335+0.9% | Added |
| DnB Asset Management AS | 31,536 | $36.5M | 0.13% | +5,712+22.1% | Added |
| Praesidium Investment Management Company, LLC | 31,460 | $36.5M | 8.71% | +5,260+20.1% | Added |
| Ensign Peak Advisors, Inc | 31,373 | $36.4M | 0.07% | −3,517−10.1% | Reduced |
| BRX Global LP | 31,097 | $36.0M | 46.98% | +2,818+10.0% | Added |
| State of Wisconsin Investment Board | 31,060 | $36.0M | 0.08% | +1,053+3.5% | Added |
| Ycg, LLC | 30,176 | $35.0M | 3.17% | +6,888+29.6% | Added |
| DekaBank Deutsche Girozentrale | 29,877 | $34.5M | 0.06% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 29,662 | $34.4M | 0.36% | −17,974−37.7% | Reduced |
| Capital Fund Management S.A. | 29,585 | $34.3M | 0.31% | +9,396+46.5% | Added |
| Great West Life Assurance Co | 29,005 | $33.7M | 0.06% | +984+3.5% | Added |
| iA Global Asset Management Inc. | 28,892 | $33.5M | 0.47% | +3,795+15.1% | Added |
| Brown Advisory Inc | 28,733 | $33.3M | 0.05% | −68,379−70.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,631 | $33.2M | 0.06% | +1,560+5.8% | Added |
| Capital International Ltd | 28,294 | $32.8M | 1.22% | +4,491+18.9% | Added |
| Coalescence Partners Investment Management, LP | 28,282 | $32.8M | 7.09% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 27,843 | $32.3M | 0.09% | −734−2.6% | Reduced |
| Royal London Asset Management Ltd | 27,528 | $31.9M | 0.07% | +20.0% | Added |
| Prudential Financial Inc | 27,313 | $31.7M | 0.04% | −654−2.3% | Reduced |
| SEI Investments Co | 26,823 | $31.1M | 0.03% | −6,096−18.5% | Reduced |
| Swedbank AB | 26,604 | $30.8M | 0.03% | +22,398+532.5% | Added |
| Oakmont Corp | 26,289 | $30.5M | 5.79% | +479+1.9% | Added |
| Vanguard Investments Australia, Ltd. | 26,249 | $30.4M | 0.09% | +26,249 | New |
| Quantinno Capital Management LP | 26,207 | $30.4M | 0.05% | +751+3.0% | 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 |
| Mill Capital Management, LLC | 24,940 | $28.9M | 2.20% | +58+0.2% | Added |
| Ampfield Management, L.P. | 24,463 | $28.4M | 35.09% | −8,527−25.8% | Reduced |
| EULAV Asset Management | 24,257 | $28.1M | 0.90% | −5,400−18.2% | Reduced |
| Oakcliff Capital Partners, LP | 24,170 | $28.0M | 12.36% | 00.0% | Unchanged |
| Holocene Advisors, LP | 24,094 | $27.9M | 0.07% | −32,127−57.1% | Reduced |
| Crow's Nest Holdings LP | 23,667 | $27.4M | 6.41% | −6,058−20.4% | Reduced |
| Treasurer of the State of North Carolina | 23,665 | $27.4M | 0.09% | +504+2.2% | Added |
| Neuberger Berman Group LLC | 23,364 | $27.1M | 0.02% | −5,327−18.6% | Reduced |
| East Coast Asset Management, LLC. | 23,220 | $26.9M | 8.87% | −121−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 23,023 | $26.7M | 0.07% | +678+3.0% | Added |
| Baskin Financial Services Inc. | 22,926 | $26.6M | 2.18% | −12−0.1% | Reduced |
| State of Tennessee, Treasury Department | 22,330 | $25.9M | 0.09% | +4,406+24.6% | Added |
| Public Employees Retirement System of Ohio | 21,972 | $25.5M | 0.08% | −93−0.4% | Reduced |
| TD Asset Management Inc | 21,777 | $25.2M | 0.02% | +1,393+6.8% | Added |
| Anabranch Capital Management, LP | 21,768 | $25.2M | 21.96% | −5,787−21.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 21,579 | $25.0M | 0.17% | −100−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 21,516 | $24.9M | 0.02% | −1,512−6.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 21,481 | $24.9M | 0.30% | −4,054−15.9% | Reduced |
| Titan Global Capital Management USA LLC | 21,199 | $24.6M | 3.66% | +245+1.2% | Added |
| Jones Financial Companies LLLP | 21,358 | $24.3M | 0.01% | +19,858+1,323.9% | Added |
| Nissay Asset Management Corp | 20,802 | $24.1M | 0.13% | +1,113+5.7% | Added |
| Howland Capital Management LLC | 20,757 | $24.1M | 0.95% | +1,340+6.9% | Added |
| Cypress Funds LLC | 20,688 | $24.0M | 6.03% | −6,025−22.6% | Reduced |
| Renaissance Technologies LLC | 19,780 | $22.9M | 0.04% | +19,780 | New |
| T. Rowe Price Investment Management, Inc. | 19,690 | $22.8M | 0.02% | +19,690 | New |
| Bluegrass Capital Partners LP | 19,600 | $22.7M | 16.37% | +1,600+8.9% | Added |
| Nomura Asset Management Co Ltd | 19,465 | $22.6M | 0.06% | +920+5.0% | Added |
| State of New Jersey Common Pension Fund D | 19,103 | $22.1M | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,938 | $21.9M | 0.05% | +3,940+26.3% | Added |
| LPL Financial LLC | 18,371 | $21.3M | 0.01% | −671−3.5% | Reduced |
| HighTower Advisors, LLC | 18,156 | $21.0M | 0.02% | +926+5.4% | Added |
| Victory Capital Management Inc | 18,033 | $20.9M | 0.01% | +224+1.3% | Added |
| Goodnow Investment Group, LLC | 18,012 | $20.9M | 2.29% | +2,570+16.6% | Added |
| Fifth Third Bancorp | 17,943 | $20.8M | 0.04% | +8,067+81.7% | Added |
| National Bank of Canada | 17,903 | $20.8M | 0.02% | −8,851−33.1% | Reduced |
| Jennison Associates LLC | 17,697 | $20.5M | 0.01% | +17,697 | New |
| Advent International Corp | 17,459 | $20.2M | 0.48% | +10,925+167.2% | Added |
| Archon Partners LLC | 17,300 | $20.1M | 2.37% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,608 | $20.0M | 0.01% | +2,547+16.9% | Added |
| Nisa Investment Advisors, LLC | 16,922 | $19.6M | 0.07% | +1,521+9.9% | Added |
| Resona Asset Management Co.,Ltd. | 16,942 | $19.6M | 0.10% | +256+1.5% | Added |
| Pennant Investors, LP | 16,771 | $19.4M | 5.38% | −1,700−9.2% | Reduced |
| Toronto Dominion Bank | 16,614 | $19.3M | 0.04% | −4,292−20.5% | Reduced |
| Tredje AP-fonden | 16,579 | $19.2M | 0.11% | +16,579 | New |
| TCW Group Inc | 16,509 | $19.1M | 0.14% | −4,339−20.8% | Reduced |
| STRS Ohio | 16,496 | $19.1M | 0.08% | −11,230−40.5% | Reduced |
| Rafferty Asset Management, LLC | 15,468 | $17.9M | 0.07% | +2,299+17.5% | Added |