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, Q2 2026
Institutional positions in TransDigm Group INC as of Jun 30, 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
- 1,146
- +46 vs. Q1 2026
- Shares held
- 52.6M
- −309.4K (−0.6%) vs. Q1 2026
- Total value
- $70.0B
- +$8.72B (+14.2%) vs. Q1 2026
- New holders
- 141
- 446 more added
- Sold out
- 95
- 370 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 9,025 | $12.0M | 0.08% | +1,182+15.1% | Added |
| Smith, Salley & Associates | 9,148 | $12.2M | 0.53% | +1,078+13.4% | Added |
| Winton Group Ltd | 9,180 | $12.2M | 0.40% | +2,015+28.1% | Added |
| Beese Fulmer Investment Management, Inc. | 9,233 | $12.3M | 0.71% | +71+0.8% | Added |
| Red Door Wealth Management, LLC | 9,339 | $12.4M | 1.14% | +225+2.5% | Added |
| Voya Investment Management LLC | 9,635 | $12.8M | 0.01% | −508−5.0% | Reduced |
| Cornerstone Advisors, LLC | 9,657 | $12.9M | 0.42% | 00.0% | Unchanged |
| FIL Ltd | 9,741 | $13.0M | 0.01% | +1,740+21.7% | Added |
| Blackstone Group Inc. | 9,853 | $13.1M | 0.04% | +3,938+66.6% | Added |
| Inherent Management Corp. | 10,000 | $13.3M | 6.51% | 00.0% | Unchanged |
| USS Investment Management Ltd | 10,007 | $13.3M | 0.05% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 10,005 | $13.3M | 7.89% | +508+5.3% | Added |
| Allspring Global Investments Holdings, LLC | 10,223 | $13.4M | 0.02% | +110+1.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,091 | $13.4M | 0.07% | −475−4.5% | Reduced |
| Daiwa Securities Group Inc. | 10,166 | $13.5M | 0.03% | +533+5.5% | Added |
| Varma Mutual Pension Insurance Co | 10,260 | $13.7M | 0.07% | −4,000−28.1% | Reduced |
| CIBC World Markets Inc. | 10,577 | $14.1M | 0.02% | +7,079+202.4% | Added |
| Amalgamated Bank | 10,589 | $14.1M | 0.10% | +131+1.3% | Added |
| Woodline Partners LP | 10,662 | $14.2M | 0.04% | −21,438−66.8% | Reduced |
| Broad Run Investment Management, LLC | 10,801 | $14.4M | 2.21% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 10,842 | $14.4M | 0.52% | −27−0.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,922 | $14.5M | 0.07% | +1,490+15.8% | Added |
| Linonia Partnership LP | 11,022 | $14.7M | 0.26% | 00.0% | Unchanged |
| Stephens Inc | 11,106 | $14.8M | 0.17% | +38+0.3% | Added |
| Eurizon Capital SGR S.p.A. | 11,648 | $15.5M | 0.04% | +3,488+42.7% | Added |
| Investment Management Corp of Ontario | 11,734 | $15.6M | 0.20% | +5,296+82.3% | Added |
| Pinnacle Financial Partners, Inc. | 11,904 | $15.9M | 0.11% | +42+0.4% | Added |
| PYA Waltman Capital, LLC | 11,996 | $16.0M | 3.80% | −1,159−8.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,354 | $16.5M | 0.08% | −801−6.1% | Reduced |
| Teacher Retirement System of Texas | 12,510 | $16.7M | 0.04% | +2,479+24.7% | Added |
| Nykredit A/S | 12,671 | $16.9M | 0.06% | +12,671 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,127 | $17.5M | 0.03% | +1,548+13.4% | Added |
| Crow's Nest Holdings LP | 13,200 | $17.6M | 5.32% | −10,467−44.2% | Reduced |
| CIBC Asset Management Inc | 13,239 | $17.6M | 0.04% | −264−2.0% | Reduced |
| Jackson Hill Advisors, LLC | 13,500 | $18.0M | 9.11% | +13,500 | New |
| TCW Group Inc | 13,542 | $18.0M | 0.12% | −2,967−18.0% | Reduced |
| Maestria Partners LLC | 13,652 | $18.2M | 6.32% | 00.0% | Unchanged |
| Millennium Management LLC | 13,683 | $18.2M | 0.01% | +11,386+495.7% | Added |
| Creative Planning | 13,798 | $18.4M | 0.01% | +3,754+37.4% | Added |
| MetLife Investment Management | 13,907 | $18.5M | 0.08% | +291+2.1% | Added |
| State of Michigan Retirement System | 14,292 | $19.0M | 0.08% | −61,500−81.1% | Reduced |
| Nisa Investment Advisors, LLC | 14,397 | $19.2M | 0.06% | −2,525−14.9% | Reduced |
| Xponance, Inc. | 14,401 | $19.2M | 0.12% | +1,128+8.5% | Added |
| Crestwood Advisors Group LLC | 14,451 | $19.2M | 0.29% | +12,648+701.5% | Added |
| SG Americas Securities, LLC | 14,573 | $19.4M | 0.01% | −86,322−85.6% | Reduced |
| Rafferty Asset Management, LLC | 14,577 | $19.4M | 0.04% | −891−5.8% | Reduced |
| Islander Capital Partners, L.P. | 14,580 | $19.4M | 7.04% | +1,000+7.4% | Added |
| Rockefeller Capital Management L.P. | 15,024 | $20.0M | 0.03% | +902+6.4% | Added |
| Cypress Funds LLC | 15,056 | $20.1M | 6.39% | −5,632−27.2% | Reduced |
| Janney Montgomery Scott LLC | 15,101 | $20.1M | 0.04% | −3,837−20.3% | Reduced |
| Man Group plc | 15,303 | $20.4M | 0.04% | −38,383−71.5% | Reduced |
| Arizona State Retirement System | 15,670 | $20.9M | 0.10% | +235+1.5% | Added |
| Mar Vista Investment Partners LLC | 15,677 | $20.9M | 2.08% | −23,569−60.1% | Reduced |
| Credit Agricole S A | 15,736 | $21.0M | 0.05% | +7,438+89.6% | Added |
| Resona Asset Management Co.,Ltd. | 15,934 | $21.2M | 0.10% | −1,008−5.9% | Reduced |
| Czech National Bank | 15,921 | $21.2M | 0.12% | +541+3.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 16,304 | $21.7M | 0.10% | +3,205+24.5% | Added |
| Mn Services Vermogensbeheer B.V. | 16,379 | $21.8M | 0.16% | −5,200−24.1% | Reduced |
| STRS Ohio | 16,587 | $22.1M | 0.08% | +91+0.6% | Added |
| Ossiam | 16,687 | $22.2M | 0.29% | +16,687 | New |
| Pennant Investors, LP | 16,771 | $22.3M | 6.67% | 00.0% | Unchanged |
| EULAV Asset Management | 16,857 | $22.5M | 0.72% | −7,400−30.5% | Reduced |
| GW&K Investment Management, LLC | 16,909 | $22.5M | 0.18% | +3,264+23.9% | Added |
| Toronto Dominion Bank | 16,971 | $22.6M | 0.04% | +357+2.1% | Added |
| Lynwood Price Capital Management LP | 17,125 | $22.8M | 11.02% | +1,925+12.7% | Added |
| Archon Partners LLC | 17,300 | $23.0M | 2.46% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 17,327 | $23.1M | 0.03% | −41,332−70.5% | Reduced |
| Victory Capital Management Inc | 17,508 | $23.3M | 0.01% | −525−2.9% | Reduced |
| Jennison Associates LLC | 17,717 | $23.6M | 0.01% | +20+0.1% | Added |
| State of New Jersey Common Pension Fund D | 18,297 | $24.4M | 0.08% | −806−4.2% | Reduced |
| Fifth Third Bancorp | 18,378 | $24.5M | 0.04% | +435+2.4% | Added |
| Gilder Gagnon Howe & Co LLC | 18,452 | $24.6M | 0.25% | −3,029−14.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,824 | $25.1M | 0.05% | +18,824 | New |
| Bluegrass Capital Partners LP | 19,000 | $25.3M | 16.44% | −600−3.1% | Reduced |
| Coalescence Partners Investment Management, LP | 19,353 | $25.8M | 7.57% | −8,929−31.6% | Reduced |
| Prudential PLC | 19,861 | $26.5M | 0.19% | +4,395+28.4% | Added |
| TD Asset Management Inc | 20,151 | $26.8M | 0.02% | −1,626−7.5% | Reduced |
| Nomura Asset Management Co Ltd | 20,184 | $26.9M | 0.06% | +719+3.7% | Added |
| T. Rowe Price Investment Management, Inc. | 20,215 | $26.9M | 0.02% | +525+2.7% | Added |
| Tredje AP-fonden | 20,261 | $27.0M | 0.12% | +3,682+22.2% | Added |
| Goodnow Investment Group, LLC | 20,482 | $27.3M | 2.83% | +2,470+13.7% | Added |
| Public Employees Retirement System of Ohio | 20,844 | $27.8M | 0.08% | −1,128−5.1% | Reduced |
| Howland Capital Management LLC | 20,952 | $27.9M | 1.01% | +195+0.9% | Added |
| AQR Capital Management LLC | 21,370 | $28.4M | 0.01% | +3,762+21.4% | Added |
| State of Tennessee, Treasury Department | 21,307 | $28.4M | 0.08% | −1,023−4.6% | Reduced |
| Titan Global Capital Management USA LLC | 21,333 | $28.4M | 3.60% | +134+0.6% | Added |
| Ampfield Management, L.P. | 21,473 | $28.6M | 28.54% | −2,990−12.2% | Reduced |
| Nissay Asset Management Corp | 22,143 | $29.5M | 0.12% | +1,341+6.4% | Added |
| Baskin Financial Services Inc. | 22,463 | $29.9M | 2.36% | −463−2.0% | Reduced |
| Susquehanna International Group, LLP | 22,492 | $30.0M | 0.03% | +13,689+155.5% | Added |
| National Bank of Canada | 22,766 | $30.3M | 0.03% | +4,863+27.2% | Added |
| Oakmont Corp | 23,261 | $31.0M | 6.17% | −3,028−11.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 23,350 | $31.1M | 0.07% | +327+1.4% | Added |
| Squarepoint Ops LLC | 23,504 | $31.3M | 0.06% | −56,044−70.5% | Reduced |
| Anabranch Capital Management, LP | 23,588 | $31.4M | 24.00% | +1,820+8.4% | Added |
| Neuberger Berman Group LLC | 23,639 | $31.5M | 0.02% | +275+1.2% | Added |
| Treasurer of the State of North Carolina | 23,825 | $31.7M | 0.08% | +160+0.7% | Added |
| East Coast Asset Management, LLC. | 24,009 | $32.0M | 9.45% | +789+3.4% | Added |
| Oakcliff Capital Partners, LP | 24,170 | $32.2M | 11.99% | 00.0% | Unchanged |
| LPL Financial LLC | 24,187 | $32.2M | 0.01% | +5,816+31.7% | Added |