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 |
|---|---|---|---|---|---|
| Prudential PLC | 15,466 | $17.9M | 0.14% | +11,237+265.7% | Added |
| Arizona State Retirement System | 15,435 | $17.9M | 0.10% | −428−2.7% | Reduced |
| Czech National Bank | 15,380 | $17.8M | 0.12% | +529+3.6% | Added |
| Gotham Asset Management, LLC | 15,294 | $17.7M | 0.05% | −8,215−34.9% | Reduced |
| Lynwood Price Capital Management LP | 15,200 | $17.6M | 9.46% | −2,300−13.1% | Reduced |
| Varma Mutual Pension Insurance Co | 14,260 | $16.5M | 0.10% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,122 | $16.4M | 0.03% | +8,814+166.1% | Added |
| Mackenzie Financial Corp | 13,850 | $16.1M | 0.02% | +7,696+125.1% | Added |
| Jupiter Asset Management Ltd | 13,693 | $15.9M | 0.08% | +13,693 | New |
| Maestria Partners LLC | 13,652 | $15.8M | 5.77% | −4,500−24.8% | Reduced |
| GW&K Investment Management, LLC | 13,645 | $15.8M | 0.14% | −319−2.3% | Reduced |
| MetLife Investment Management | 13,616 | $15.8M | 0.08% | −337−2.4% | Reduced |
| Islander Capital Partners, L.P. | 13,580 | $15.7M | 6.20% | +1,630+13.6% | Added |
| CIBC Asset Management Inc | 13,503 | $15.6M | 0.04% | +229+1.7% | Added |
| Xponance, Inc. | 13,273 | $15.4M | 0.11% | +1,264+10.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,155 | $15.2M | 0.08% | +55+0.4% | Added |
| PYA Waltman Capital, LLC | 13,155 | $15.2M | 4.23% | +922+7.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 13,099 | $15.2M | 0.08% | +93+0.7% | Added |
| Westfield Capital Management Co LP | 12,950 | $15.0M | 0.06% | −3,243−20.0% | Reduced |
| Trexquant Investment LP | 12,015 | $13.9M | 0.10% | +12,015 | New |
| Pinnacle Financial Partners, Inc. | 11,862 | $13.7M | 0.11% | +40.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,579 | $13.4M | 0.04% | −3,081−21.0% | Reduced |
| Mariner, LLC | 11,464 | $13.3M | 0.02% | −4,135−26.5% | Reduced |
| Stephens Inc | 11,068 | $12.8M | 0.16% | +712+6.9% | Added |
| Linonia Partnership LP | 11,022 | $12.8M | 0.24% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 10,869 | $12.6M | 0.50% | +134+1.2% | Added |
| Fred Alger Management, LLC | 10,834 | $12.6M | 0.06% | −1,827−14.4% | Reduced |
| Broad Run Investment Management, LLC | 10,801 | $12.5M | 2.20% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 10,566 | $12.2M | 0.08% | +2,985+39.4% | Added |
| Amalgamated Bank | 10,458 | $12.1M | 0.09% | −272−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,113 | $11.9M | 0.02% | −173−1.7% | Reduced |
| Voya Investment Management LLC | 10,143 | $11.8M | 0.01% | −1,827−15.3% | Reduced |
| Creative Planning | 10,044 | $11.6M | 0.01% | −808−7.4% | Reduced |
| Teacher Retirement System of Texas | 10,031 | $11.6M | 0.05% | −74−0.7% | Reduced |
| USS Investment Management Ltd | 10,007 | $11.6M | 0.05% | +364+3.8% | Added |
| Inherent Management Corp. | 10,000 | $11.6M | 5.89% | +2,300+29.9% | Added |
| Capital Group Private Client Services, Inc. | 9,671 | $11.2M | 0.19% | −4,355−31.0% | Reduced |
| Cornerstone Advisors, LLC | 9,657 | $11.2M | 0.41% | −4,165−30.1% | Reduced |
| Daiwa Securities Group Inc. | 9,633 | $11.2M | 0.03% | +545+6.0% | Added |
| Regions Financial Corp | 9,570 | $11.1M | 0.07% | −25,882−73.0% | Reduced |
| Fairbanks Capital Management, Inc. | 9,497 | $11.0M | 6.89% | −132−1.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 9,432 | $10.9M | 0.06% | +2,005+27.0% | Added |
| Eastern Bank | 9,268 | $10.7M | 0.18% | +1,824+24.5% | Added |
| Beese Fulmer Investment Management, Inc. | 9,162 | $10.6M | 0.68% | +233+2.6% | Added |
| Public Sector Pension Investment Board | 9,121 | $10.6M | 0.03% | +1,789+24.4% | Added |
| Red Door Wealth Management, LLC | 9,114 | $10.6M | 1.10% | +109+1.2% | Added |
| Asset Planning,Inc | 9,031 | $10.5M | 7.44% | −5−0.1% | Reduced |
| Utah Retirement Systems | 8,987 | $10.4M | 0.11% | −140−1.5% | Reduced |
| Aquatic Capital Management LLC | 8,972 | $10.4M | 0.30% | +7,829+685.0% | Added |
| Parkwood LLC | 8,848 | $10.3M | 0.91% | +655+8.0% | Added |
| Susquehanna International Group, LLP | 8,803 | $10.2M | 0.01% | −1,416−13.9% | Reduced |
| ASR Vermogensbeheer N.V. | 8,697 | $10.1M | 0.12% | +1,741+25.0% | Added |
| Pathstone Holdings, LLC | 8,552 | $9.91M | 0.04% | +1,333+18.5% | Added |
| Rheos Capital Works Inc. | 8,500 | $9.85M | 0.66% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,497 | $9.85M | 0.08% | +20+0.2% | Added |
| Spinecap SAS | 8,466 | $9.81M | 3.60% | −87−1.0% | Reduced |
| Credit Agricole S A | 8,298 | $9.62M | 0.03% | −8,322−50.1% | Reduced |
| NEOS Investment Management LLC | 8,205 | $9.51M | 0.05% | +3,556+76.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 8,200 | $9.50M | 0.07% | +4,200+105.0% | Added |
| Eurizon Capital SGR S.p.A. | 8,160 | $9.45M | 0.03% | +2,768+51.3% | Added |
| ProShare Advisors LLC | 8,102 | $9.39M | 0.01% | −2,254−21.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,102 | $9.39M | 0.11% | +1,505+22.8% | Added |
| Pragma Gestao de Patrimonio Ltd | 8,090 | $9.38M | 4.95% | −2,700−25.0% | Reduced |
| Smith, Salley & Associates | 8,070 | $9.35M | 0.47% | +134+1.7% | Added |
| FIL Ltd | 8,001 | $9.27M | 0.01% | +7,190+886.6% | Added |
| Bank of Nova Scotia | 7,952 | $9.22M | 0.02% | −13,962−63.7% | Reduced |
| Janus Henderson Group PLC | 7,901 | $9.16M | 0.00% | +895+12.8% | Added |
| New York Life Investment Management LLC | 7,843 | $9.09M | 0.08% | +121+1.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 7,818 | $9.06M | 0.09% | +2,401+44.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,797 | $9.04M | 0.07% | −473−5.7% | Reduced |
| British Columbia Investment Management Corp | 7,762 | $9.00M | 0.05% | −2,204−22.1% | Reduced |
| Wealthfront Advisers LLC | 7,750 | $8.98M | 0.02% | +881+12.8% | Added |
| Phraction Management LLC | 7,665 | $8.88M | 2.31% | +5,586+268.7% | Added |
| Swiss Life Asset Management Ltd | 7,648 | $8.86M | 0.04% | +62+0.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 7,474 | $8.66M | 0.08% | −900−10.7% | Reduced |
| Legal Advantage Investments, Inc. | 7,402 | $8.58M | 4.43% | +100+1.4% | Added |
| KP Management LLC | 7,350 | $8.52M | 2.44% | +2,350+47.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,335 | $8.50M | 0.04% | +367+5.3% | Added |
| Public Employees Retirement Association of Colorado | 7,248 | $8.40M | 0.03% | +4+0.1% | Added |
| Winton Group Ltd | 7,165 | $8.30M | 0.29% | +7,165 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,114 | $8.24M | 0.24% | +966+15.7% | Added |
| Vontobel Holding Ltd. | 7,029 | $8.15M | 0.03% | +5,952+552.6% | Added |
| Prospera Financial Services Inc | 6,949 | $8.06M | 0.13% | +597+9.4% | Added |
| Equitable Trust Co | 6,897 | $7.99M | 0.37% | +567+9.0% | Added |
| Resources Investment Advisors, LLC. | 6,883 | $7.98M | 0.08% | +1,125+19.5% | Added |
| JustInvest LLC | 6,859 | $7.95M | 0.08% | −1,222−15.1% | Reduced |
| Delta Investment Management, LLC | 6,853 | $7.94M | 1.42% | −279−3.9% | Reduced |
| Keybank National Association | 6,773 | $7.85M | 0.03% | +435+6.9% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 6,633 | $7.69M | 4.94% | −4,587−40.9% | Reduced |
| Sequoia Financial Advisors, LLC | 6,597 | $7.65M | 0.04% | +276+4.4% | Added |
| Long Path Partners LP | 6,478 | $7.51M | 3.41% | +6,478 | New |
| Oregon Public Employees Retirement Fund | 6,456 | $7.48M | 0.10% | +11+0.2% | Added |
| Investment Management Corp of Ontario | 6,438 | $7.46M | 0.10% | +1,376+27.2% | Added |
| Andra AP-fonden | 6,344 | $7.35M | 0.09% | +4,332+215.3% | Added |
| Advisory Services Network, LLC | 6,310 | $7.31M | 0.10% | +312+5.2% | Added |
| Q Global Advisors, LLC | 6,276 | $7.27M | 6.99% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,268 | $7.26M | 0.15% | +177+2.9% | Added |
| Pennant Select, LLC | 6,200 | $7.19M | 3.61% | 00.0% | Unchanged |
| Shelter Rock Management, LLC | 6,070 | $7.03M | 7.46% | +1,119+22.6% | Added |
| Cerity Partners LLC | 6,056 | $7.03M | 0.01% | −892−12.8% | Reduced |