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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,880 | $193.0M | 0.11% | +13,562+10.3% | Added |
| Alkeon Capital Management LLC | 149,078 | $198.6M | 0.77% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 158,357 | $210.9M | 0.12% | −43,100−21.4% | Reduced |
| Swiss National Bank | 159,280 | $212.2M | 0.11% | −6,000−3.6% | Reduced |
| Blair William & Co | 164,960 | $219.7M | 0.57% | −1,288−0.8% | Reduced |
| Nuveen, LLC | 167,347 | $222.9M | 0.05% | +27,738+19.9% | Added |
| Vulcan Value Partners, LLC | 170,429 | $227.0M | 6.91% | −13,799−7.5% | Reduced |
| Dimensional Fund Advisors LP | 173,772 | $231.5M | 0.04% | +12,195+7.5% | Added |
| Deutsche Bank AG | 174,808 | $232.9M | 0.07% | −17,896−9.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 181,405 | $241.6M | 0.14% | +1,213+0.7% | Added |
| Wells Fargo & Company | 183,673 | $244.7M | 0.04% | +33,707+22.5% | Added |
| Heard Capital LLC | 186,289 | $248.1M | 10.62% | +7,679+4.3% | Added |
| Temasek Holdings (Private) Ltd | 203,419 | $271.0M | 0.74% | −15,466−7.1% | Reduced |
| CIBC Bancorp USA Inc. | 233,167 | $310.6M | 0.38% | +31,690+15.7% | Added |
| Legal & General Group Plc | 267,276 | $356.0M | 0.07% | −15,317−5.4% | Reduced |
| Edgewood Management LLC | 278,240 | $370.6M | 3.82% | −339,261−54.9% | Reduced |
| Bank of America Corp | 286,324 | $381.4M | 0.02% | −9,707−3.3% | Reduced |
| Vanguard Fiduciary Trust Co | 317,808 | $423.3M | 0.09% | −1,212−0.4% | Reduced |
| Bank of New York Mellon Corp | 318,749 | $424.6M | 0.07% | −1,958−0.6% | Reduced |
| Goldman Sachs Group Inc | 349,906 | $466.1M | 0.05% | +67,789+24.0% | Added |
| Select Equity Group, L.P. | 353,230 | $470.5M | 2.49% | +305,287+636.8% | Added |
| UBS Asset Management Americas Inc | 354,105 | $471.7M | 0.09% | −5,536−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 392,447 | $522.8M | 0.41% | +202,300+106.4% | Added |
| Primecap Management Co | 410,217 | $546.4M | 0.32% | 00.0% | Unchanged |
| Stockbridge Partners LLC | 434,281 | $578.5M | 12.17% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 442,904 | $590.0M | 0.08% | +32,710+8.0% | Added |
| Northern Trust Corp | 467,543 | $622.8M | 0.07% | +11,699+2.6% | Added |
| Invesco Ltd. | 479,551 | $638.8M | 0.05% | +44,960+10.3% | Added |
| Price T Rowe Associates Inc | 574,438 | $765.2M | 0.08% | −18,257−3.1% | Reduced |
| UBS Group AG | 606,686 | $808.1M | 0.13% | +97,018+19.0% | Added |
| Windacre Partnership LLC | 684,100 | $911.2M | 9.01% | +174,500+34.2% | Added |
| Norges Bank | 781,731 | $1.04B | 0.10% | +781,731 | New |
| JPMorgan Chase & Co | 835,113 | $1.11B | 0.06% | −62,835−7.0% | Reduced |
| Morgan Stanley | 872,559 | $1.16B | 0.06% | −21,176−2.4% | Reduced |
| Altarock Partners LLC | 875,755 | $1.17B | 27.51% | −33,413−3.7% | Reduced |
| Soroban Capital Partners LP | 898,197 | $1.20B | 8.45% | +42,000+4.9% | Added |
| FMR LLC | 1,091,534 | $1.45B | 0.06% | −267,005−19.7% | Reduced |
| Geode Capital Management, LLC | 1,286,385 | $1.71B | 0.09% | +9,941+0.8% | Added |
| Principal Financial Group Inc | 1,709,129 | $2.28B | 1.12% | −304,655−15.1% | Reduced |
| State Street Corp | 2,559,096 | $3.41B | 0.10% | +42,490+1.7% | Added |
| Vanguard Portfolio Management LLC | 2,580,994 | $3.44B | 0.15% | +7,907+0.3% | Added |
| Capital Research Global Investors | 3,119,490 | $4.16B | 0.58% | −24,019−0.8% | Reduced |
| Vanguard Capital Management LLC | 3,653,511 | $4.87B | 0.10% | −16,218−0.4% | Reduced |
| Capital World Investors | 4,274,109 | $5.69B | 0.67% | −392,382−8.4% | Reduced |
| BlackRock, Inc. | 4,871,505 | $6.49B | 0.10% | +270,253+5.9% | Added |
| Capital International Investors | 5,062,682 | $6.74B | 1.39% | −432,013−7.9% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −47,090−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −44,692−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −13,693−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,972−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −6,344−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,705−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| TFR Capital, LLC. | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Whitford Management LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Haven Capital Group, Inc. | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Intercapital, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Pitcairn Wealth Advisors LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |