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 |
|---|---|---|---|---|---|
| SEI Investments Co | 24,389 | $32.5M | 0.03% | −2,434−9.1% | Reduced |
| Capital International Ltd | 24,822 | $33.1M | 1.08% | −3,472−12.3% | Reduced |
| Jones Financial Companies LLLP | 24,982 | $33.1M | 0.01% | +3,624+17.0% | Added |
| Mill Capital Management, LLC | 25,115 | $33.5M | 2.23% | +175+0.7% | Added |
| DekaBank Deutsche Girozentrale | 29,877 | $33.8M | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 25,620 | $34.1M | 0.05% | +5,840+29.5% | Added |
| Asset Management One Co.,Ltd. | 25,936 | $34.5M | 0.09% | −7,600−22.7% | Reduced |
| Prudential Financial Inc | 26,368 | $35.1M | 0.04% | −945−3.5% | Reduced |
| DnB Asset Management AS | 26,797 | $35.7M | 0.10% | −4,739−15.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 27,092 | $36.1M | 0.09% | −751−2.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 27,103 | $36.1M | 0.09% | +854+3.3% | Added |
| Royal London Asset Management Ltd | 27,784 | $37.0M | 0.07% | +256+0.9% | Added |
| Quantinno Capital Management LP | 28,261 | $37.6M | 0.05% | +2,054+7.8% | Added |
| Chilton Capital Management LLC | 28,382 | $37.8M | 1.20% | −13,900−32.9% | Reduced |
| Ensign Peak Advisors, Inc | 28,466 | $37.9M | 0.06% | −2,907−9.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 28,532 | $38.0M | 0.23% | −7,145−20.0% | Reduced |
| Great West Life Assurance Co | 28,645 | $38.1M | 0.06% | −360−1.2% | Reduced |
| Brown Advisory Inc | 28,951 | $38.6M | 0.06% | +218+0.8% | Added |
| Generate Investment Management Ltd | 30,000 | $40.0M | 1.64% | +30,000 | New |
| State of Wisconsin Investment Board | 30,162 | $40.2M | 0.08% | −898−2.9% | Reduced |
| Swedbank AB | 30,391 | $40.5M | 0.03% | +3,787+14.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,777 | $40.9M | 0.06% | +2,146+7.5% | Added |
| BRX Global LP | 31,097 | $41.4M | 50.56% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 31,623 | $42.1M | 0.17% | −24,317−43.5% | Reduced |
| First Trust Advisors LP | 33,078 | $44.1M | 0.03% | −25,230−43.3% | Reduced |
| Pictet Asset Management Holding SA | 35,329 | $47.1M | 0.04% | −2,736−7.2% | Reduced |
| Capital International Sarl | 35,422 | $47.2M | 0.67% | −5,468−13.4% | Reduced |
| Natixis Advisors, L.P. | 35,729 | $47.6M | 0.05% | +3,332+10.3% | Added |
| KLP Kapitalforvaltning AS | 35,982 | $47.9M | 0.15% | +2,350+7.0% | Added |
| iA Global Asset Management Inc. | 36,033 | $48.0M | 0.57% | +7,141+24.7% | Added |
| Ci Investments Inc. | 36,833 | $49.1M | 0.16% | +1,986+5.7% | Added |
| Milford Funds Ltd | 36,841 | $49.1M | 0.80% | −1,242−3.3% | Reduced |
| Stifel Financial Corp | 36,941 | $49.2M | 0.04% | −5,199−12.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,133 | $49.5M | 0.09% | +1,263+3.5% | Added |
| Employees Retirement System of Texas | 37,987 | $50.6M | 0.40% | −600−1.6% | Reduced |
| 1832 Asset Management L.P. | 38,202 | $50.9M | 0.06% | −11,407−23.0% | Reduced |
| Korea Investment CORP | 38,791 | $51.7M | 0.10% | +3,131+8.8% | Added |
| Gotham Asset Management, LLC | 39,089 | $52.1M | 0.12% | +23,795+155.6% | Added |
| Arrowstreet Capital, Limited Partnership | 39,099 | $52.1M | 0.02% | +38,344+5,078.7% | Added |
| National Philanthropic Trust | 39,940 | $53.2M | 0.77% | +45+0.1% | Added |
| Standard Life Aberdeen plc | 40,894 | $54.5M | 0.08% | −1,093−2.6% | Reduced |
| APG Asset Management N.V. | 47,075 | $54.8M | 0.13% | +10,176+27.6% | Added |
| Capital International Inc | 42,367 | $56.4M | 0.40% | −1,004−2.3% | Reduced |
| New York State Teachers Retirement System | 42,503 | $56.6M | 0.10% | −1,869−4.2% | Reduced |
| Two Sigma Investments, LP | 44,914 | $59.8M | 0.05% | +44,914 | New |
| Capital Fund Management S.A. | 44,921 | $59.8M | 0.43% | +15,336+51.8% | Added |
| Blacksheep Fund Management Ltd | 45,754 | $60.9M | 19.69% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 45,966 | $61.2M | 0.18% | −242−0.5% | Reduced |
| Ycg, LLC | 46,242 | $61.6M | 5.42% | +16,066+53.2% | Added |
| Storebrand Asset Management AS | 46,523 | $62.0M | 0.15% | +2,749+6.3% | Added |
| Intermede Investment Partners Ltd | 49,681 | $62.0M | 2.61% | −11,643−19.0% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 47,672 | $63.5M | 0.16% | −20,660−30.2% | Reduced |
| Aviva PLC | 47,791 | $63.7M | 0.09% | +952+2.0% | Added |
| State Board of Administration of Florida Retirement System | 48,683 | $64.8M | 0.11% | −881−1.8% | Reduced |
| Danske Bank A/S | 48,972 | $65.2M | 0.13% | −498−1.0% | Reduced |
| Holocene Advisors, LP | 49,202 | $65.5M | 0.15% | +25,108+104.2% | Added |
| Schroder Investment Management Group | 49,697 | $66.2M | 0.05% | +232+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 49,894 | $66.5M | 0.09% | −700−1.4% | Reduced |
| Hudson Way Capital Management LLC | 50,410 | $67.1M | 5.99% | +1,043+2.1% | Added |
| Alliancebernstein L.P. | 58,222 | $67.5M | 0.02% | +2,373+4.2% | Added |
| Susquehanna Fundamental Investments, LLC | 50,812 | $67.7M | 1.27% | +6,959+15.9% | Added |
| Royal Bank of Canada | 53,052 | $70.7M | 0.01% | +3,387+6.8% | Added |
| Chicago Capital, LLC | 53,084 | $70.7M | 1.70% | +107+0.2% | Added |
| Colony Group, LLC | 56,568 | $75.4M | 0.08% | +1,725+3.1% | Added |
| New York State Common Retirement Fund | 59,988 | $79.9M | 0.10% | −3,000−4.8% | Reduced |
| Envestnet Asset Management Inc | 61,513 | $81.9M | 0.02% | −4,999−7.5% | Reduced |
| Cat Rock Capital Management LP | 63,339 | $84.4M | 19.57% | +17,255+37.4% | Added |
| Barclays PLC | 64,282 | $85.6M | 0.03% | −43,077−40.1% | Reduced |
| CI Private Wealth, LLC | 64,302 | $85.7M | 0.12% | −3,896−5.7% | Reduced |
| Argent Capital Management LLC | 66,590 | $88.7M | 2.80% | −8,675−11.5% | Reduced |
| Raymond James Financial Inc | 78,373 | $104.4M | 0.03% | +192+0.2% | Added |
| Bamco Inc | 78,501 | $104.6M | 0.16% | −163−0.2% | Reduced |
| Third Point LLCSuperinvestorThird Point | 79,000 | $105.2M | 2.26% | +54,000+216.0% | Added |
| US Bancorp | 79,707 | $106.2M | 0.12% | −13,586−14.6% | Reduced |
| Russell Investments Group, Ltd. | 82,776 | $110.3M | 0.10% | −1,262−1.5% | Reduced |
| Douglas Lane & Associates, LLC | 83,069 | $110.7M | 1.50% | +926+1.1% | Added |
| California State Teachers Retirement System | 84,346 | $112.4M | 0.10% | −8,904−9.5% | Reduced |
| BNP Paribas Arbitrage, SA | 86,048 | $114.6M | 0.06% | +4,674+5.7% | Added |
| Atalan Capital Partners, LP | 87,530 | $116.6M | 7.15% | +3,030+3.6% | Added |
| The PNC Financial Services Group, Inc. | 87,645 | $116.7M | 0.06% | +622+0.7% | Added |
| Sands Capital Management, LLC | 89,669 | $119.4M | 0.44% | −4,672−5.0% | Reduced |
| HSBC Holdings PLC | 91,325 | $121.4M | 0.06% | +8,266+10.0% | Added |
| Rhumbline Advisers | 92,555 | $123.3M | 0.09% | −5,331−5.4% | Reduced |
| King Luther Capital Management Corp | 94,221 | $125.5M | 0.51% | −14,155−13.1% | Reduced |
| Citadel Advisors LLC | 95,123 | $126.7M | 0.07% | +4,849+5.4% | Added |
| California Public Employees Retirement System | 95,459 | $127.2M | 0.07% | +2,522+2.7% | Added |
| Amundi | 102,747 | $136.9M | 0.03% | +8,134+8.6% | Added |
| Douglass Winthrop Advisors, LLC | 105,306 | $140.3M | 2.42% | +2,503+2.4% | Added |
| Ameriprise Financial Inc | 105,396 | $140.4M | 0.03% | −38,486−26.7% | Reduced |
| Triple Frond Partners LLC | 106,544 | $141.9M | 12.67% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 106,903 | $142.4M | 0.10% | +12,148+12.8% | Added |
| Bristol John W & Co Inc | 108,456 | $144.5M | 2.14% | −1,055−1.0% | Reduced |
| DF Dent & Co Inc | 111,941 | $149.1M | 2.83% | −10,812−8.8% | Reduced |
| Skye Global Management LP | 120,000 | $159.8M | 3.11% | +2,000+1.7% | Added |
| Vanguard Global Advisers, LLC | 120,366 | $160.3M | 0.07% | −2,762−2.2% | Reduced |
| Franklin Resources Inc | 122,664 | $163.4M | 0.04% | −20,846−14.5% | Reduced |
| Citigroup Inc | 129,926 | $173.1M | 0.08% | −14,247−9.9% | Reduced |
| National Pension Service | 135,233 | $180.1M | 0.12% | +4,924+3.8% | Added |
| Veritas Asset Management LLP | 137,969 | $183.8M | 3.31% | +3,995+3.0% | Added |
| Bank of Montreal | 142,184 | $189.4M | 0.07% | +22,595+18.9% | Added |