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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
Yousif Capital Management, LLC6,012$6.97M0.08%−243−3.9%Reduced
Mutual of America Capital Management LLC5,995$6.95M0.08%−42−0.7%Reduced
Oak Thistle LLC5,977$6.93M0.67%+4,641+347.4%Added
Crystal Rock Capital Management5,970$6.92M4.11%−120−2.0%Reduced
Federation des caisses Desjardins du Quebec5,938$6.88M0.02%+1,264+27.0%Added
Blackstone Group Inc.5,915$6.86M0.03%+2,716+84.9%Added
Crossmark Global Holdings, Inc.5,727$6.64M0.10%+575+11.2%Added
M&T Bank Corp5,721$6.63M0.02%−139−2.4%Reduced
Empowered Funds, LLC5,717$6.63M0.04%+5,717New
Advisors Asset Management, Inc.5,693$6.60M0.11%+776+15.8%Added
OP Asset Management Ltd5,653$6.55M0.07%−422−6.9%Reduced
State of Alaska, Department of Revenue5,650$6.55M0.07%+75+1.3%Added
Baird Financial Group, Inc.5,528$6.41M0.01%+21+0.4%Added
Thompson Siegel & Walmsley LLC5,503$6.38M0.11%−1,700−23.6%Reduced
HB Wealth Management, LLC5,499$6.37M0.04%−242−4.2%Reduced
Owlhouse Capital LP5,490$6.36M8.45%−590−9.7%Reduced
Ethic Inc.5,409$6.27M0.10%−175−3.1%Reduced
American Century Companies Inc5,293$6.13M0.00%−59−1.1%Reduced
Walter Public Investments Inc.5,224$6.05M1.45%+2,734+109.8%Added
Barbara Oil Co.5,065$5.87M2.26%00.0%Unchanged
IFM Investors Pty Ltd4,980$5.77M0.05%+4,980New
Vinva Investment Management Ltd5,062$5.73M0.07%+3,081+155.5%Added
Laird Norton Trust Company, LLC4,859$5.63M0.12%−599−11.0%Reduced
AIA Group Ltd4,823$5.59M0.08%−742−13.3%Reduced
UniSuper Management Pty Ltd4,757$5.51M0.04%+31+0.7%Added
Engineers Gate Manager LP4,702$5.45M0.07%+4,702New
Macquarie Group Ltd4,690$5.44M0.03%−1,804−27.8%Reduced
Principal Securities, Inc.4,628$5.36M0.08%+39+0.8%Added
Bessemer Group Inc4,532$5.25M0.01%+335+8.0%Added
Motley Fool Asset Management LLC4,526$5.25M0.23%−706−13.5%Reduced
Teachers Retirement System of the State of Kentucky4,404$5.10M0.04%00.0%Unchanged
Gulf International Bank (UK) Ltd4,350$5.04M0.11%+1,525+54.0%Added
Cetera Investment Advisers4,325$5.01M0.01%−444−9.3%Reduced
Oak Ridge Investments LLC4,323$5.01M0.33%−5,452−55.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.4,157$4.82M0.01%−34−0.8%Reduced
Natixis4,130$4.79M0.02%−6,999−62.9%Reduced
Advisor Group Holdings, Inc.4,099$4.76M0.01%+92+2.3%Added
Nicholas Investment Partners, LP4,068$4.71M0.34%00.0%Unchanged
Arrow Capital Management, LLC4,017$4.66M3.23%+17+0.4%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,012$4.65M0.00%−1,919−32.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,965$4.60M0.01%−390−9.0%Reduced
Kingsview Wealth Management, LLC3,905$4.53M0.06%−366−8.6%Reduced
Mediolanum International Funds Ltd3,957$4.48M0.05%+1,331+50.7%Added
Sustainable Insight Capital Management, LLC3,853$4.47M1.50%+660+20.7%Added
Sawgrass Asset Management LLC3,829$4.44M0.67%+3,829New
Capital Group Investment Management Pte. Ltd.3,789$4.39M0.75%+195+5.4%Added
Vident Advisory, LLC3,786$4.39M0.04%−3,611−48.8%Reduced
Allianz Asset Management GmbH3,779$4.38M0.01%+2,018+114.6%Added
Chicago Partners Investment Group LLC3,656$4.34M0.10%−9−0.2%Reduced
Scholtz & Company, LLC3,688$4.27M2.19%+153+4.3%Added
Axq Capital, LP3,686$4.27M0.55%+3,221+692.7%Added
Snider Financial Group3,626$4.20M1.27%+157+4.5%Added
Quest Investment Management LLC3,611$4.19M0.49%−2,983−45.2%Reduced
Banco Santander, S.A.3,596$4.17M0.03%+955+36.2%Added
Healthcare of Ontario Pension Plan Trust Fund3,545$4.11M0.01%−119−3.2%Reduced
Truist Financial Corp3,525$4.09M0.01%−486−12.1%Reduced
Univest Financial Corp3,504$4.06M0.23%+120+3.5%Added
CIBC World Markets Inc.3,498$4.05M0.01%−609−14.8%Reduced
Frank, Rimerman Advisors LLC3,476$4.03M0.26%−1,460−29.6%Reduced
Sigma Investment Counselors Inc3,454$4.00M0.21%−156−4.3%Reduced
Norinchukin Bank, The3,439$3.99M0.05%+14+0.4%Added
Mizuho Securities USA LLC3,414$3.96M0.09%−687−16.8%Reduced
Landscape Capital Management, L.L.C.3,406$3.95M0.25%+1,765+107.6%Added
George Kaiser Family Foundation3,399$3.94M0.45%+8+0.2%Added
GWM Advisors LLC3,297$3.82M0.01%+11+0.3%Added
Hartford Investment Management Co3,224$3.74M0.12%−38−1.2%Reduced
Osmosis Investment Management UK Ltd3,200$3.71M0.10%−905−22.0%Reduced
Roundview Capital LLC3,198$3.71M0.23%+57+1.8%Added
Tower Research Capital LLC (TRC)3,159$3.66M0.10%+1,816+135.2%Added
Duncker Streett & Co Inc3,136$3.63M0.69%−157−4.8%Reduced
GKV Capital Management Co., Inc.3,077$3.57M1.34%−198−6.0%Reduced
Mezzasalma Advisors, LLC3,035$3.52M0.90%+186+6.5%Added
Omers Administration Corp2,954$3.42M0.02%+960+48.1%Added
Pacer Advisors, Inc.2,928$3.39M0.01%−1,556−34.7%Reduced
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.2,911$3.37M2.51%+2,911New
Stratos Wealth Partners, LTD.2,908$3.37M0.04%−85−2.8%Reduced
Broadleaf Partners, LLC2,907$3.37M0.79%−85−2.8%Reduced
Louisiana State Employees Retirement System2,900$3.36M0.06%00.0%Unchanged
Csenge Advisory Group2,879$3.34M0.15%00.0%Unchanged
Commerce Bank2,874$3.33M0.02%+753+35.5%Added
Partners Capital Investment Group, LLP2,794$3.24M0.12%−303−9.8%Reduced
Texas Yale Capital Corp.2,791$3.23M0.09%+75+2.8%Added
Wolverine Asset Management LLC2,791$3.23M0.05%+1,100+65.1%Added
Allen Operations LLC2,764$3.20M0.48%00.0%Unchanged
Maryland State Retirement & Pension System2,756$3.19M0.06%00.0%Unchanged
Erste Asset Management GmbH2,809$3.18M0.03%+480+20.6%Added
Cloverfields Capital Group, LP2,737$3.17M1.03%−38−1.4%Reduced
Themes Management Co LLC2,721$3.15M1.95%+1,095+67.3%Added
Entropy Technologies, LP2,705$3.13M0.14%+2,705New
MML Investors Services, LLC2,683$3.11M0.01%+79+3.0%Added
Toroso Investments, LLC2,681$3.11M0.01%+1,273+90.4%Added
Level Four Advisory Services, LLC2,663$3.09M0.10%−11−0.4%Reduced
Clearstead Advisors, LLC2,663$3.09M0.03%−42−1.6%Reduced
Wealth Enhancement Advisory Services, LLC2,641$3.08M0.01%−1,052−28.5%Reduced
Private Advisor Group, LLC2,655$3.08M0.01%+126+5.0%Added
Eos Management, L.P.2,625$3.04M1.31%−2,034−43.7%Reduced
Abn Amro Investment Solutions2,621$3.04M0.04%+2,621New
Unifi Asset Management LP2,614$3.03M1.73%+1,788+216.5%Added
New Mexico Educational Retirement Board2,600$3.01M0.09%00.0%Unchanged
Allianz SE2,594$3.01M0.03%00.0%Unchanged