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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, 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.

Institutional holdersQ2 2026: 1,146 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 heldQ2 2026: $70.0B
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, Q2 2026

Shares, value and share of portfolio for each institution holding TransDigm Group INC; share changes are against Q1 2026.

Institutions holding TDG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vident Advisory, LLC3,941$5.25M0.04%+155+4.1%Added
Abn Amro Investment Solutions3,954$5.27M0.05%+1,333+50.9%Added
MML Investors Services, LLC3,990$5.31M0.01%+1,307+48.7%Added
Arrow Capital Management, LLC4,017$5.35M2.96%00.0%Unchanged
Marshall Wace, LLP4,060$5.41M0.00%−48,131−92.2%Reduced
Advisor Group Holdings, Inc.4,093$5.47M0.01%−6−0.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,128$5.50M0.00%+116+2.9%Added
AIA Group Ltd4,132$5.50M0.07%−691−14.3%Reduced
Oak Ridge Investments LLC4,250$5.66M0.32%−73−1.7%Reduced
Univest Financial Corp4,263$5.68M0.28%+759+21.7%Added
Gulf International Bank (UK) Ltd4,279$5.70M0.11%−71−1.6%Reduced
Y-Intercept (Hong Kong) Ltd4,318$5.75M0.11%+4,318New
Pacer Advisors, Inc.4,341$5.78M0.02%+1,413+48.3%Added
Mizuho Securities USA LLC4,379$5.83M0.09%+965+28.3%Added
Teachers Retirement System of the State of Kentucky4,404$5.87M0.04%00.0%Unchanged
Quest Investment Management LLC4,460$5.94M0.69%+849+23.5%Added
Allstate Corp4,513$6.01M0.06%+1,947+75.9%Added
Walter Public Investments Inc.4,554$6.07M1.46%−670−12.8%Reduced
Laird Norton Trust Company, LLC4,832$6.44M0.12%−27−0.6%Reduced
HighTower Advisors, LLC4,867$6.48M0.01%−13,289−73.2%Reduced
Nomura Holdings Inc4,941$6.58M0.03%+2,818+132.7%Added
Crossmark Global Holdings, Inc.4,945$6.59M0.09%−782−13.7%Reduced
HB Wealth Management, LLC4,956$6.60M0.04%−543−9.9%Reduced
Cetera Investment Advisers4,994$6.65M0.01%+669+15.5%Added
Barbara Oil Co.5,065$6.71M2.26%00.0%Unchanged
Frank, Rimerman Advisors LLC5,093$6.78M0.38%+1,617+46.5%Added
Sustainable Insight Capital Management, LLC5,115$6.81M2.92%+1,262+32.8%Added
Thompson Siegel & Walmsley LLC5,203$6.93M0.12%−300−5.5%Reduced
M&T Bank Corp5,288$7.04M0.02%−433−7.6%Reduced
Jump Financial, LLC5,289$7.05M0.06%+3,058+137.1%Added
Baird Financial Group, Inc.5,391$7.18M0.01%−137−2.5%Reduced
Bessemer Group Inc5,393$7.18M0.01%+861+19.0%Added
Mirae Asset Global ETFs Holdings Ltd.5,414$7.21M0.01%+1,257+30.2%Added
Principal Securities, Inc.5,442$7.25M0.09%+814+17.6%Added
Macquarie Group Ltd5,442$7.25M0.03%+752+16.0%Added
IFM Investors Pty Ltd5,477$7.30M0.05%+497+10.0%Added
State of Alaska, Department of Revenue5,481$7.30M0.07%−169−3.0%Reduced
American Century Companies Inc5,568$7.42M0.00%+275+5.2%Added
Yousif Capital Management, LLC5,593$7.45M0.08%−419−7.0%Reduced
Nicholas Investment Partners, LP5,633$7.50M0.42%+1,565+38.5%Added
Mutual of America Capital Management LLC5,764$7.68M0.07%−231−3.9%Reduced
Ancora Advisors, LLC5,845$7.79M0.15%−423−6.7%Reduced
Graham Capital Management, L.P.5,874$7.82M0.21%+5,874New
Ethic Inc.5,938$7.91M0.10%+529+9.8%Added
Zimmer Partners, LP5,955$7.93M0.19%−19,045−76.2%Reduced
Crystal Rock Capital Management5,970$7.95M4.05%00.0%Unchanged
Long Path Partners LP6,078$8.10M3.45%−400−6.2%Reduced
Shelter Rock Management, LLC6,089$8.11M7.87%+19+0.3%Added
Advisors Asset Management, Inc.6,139$8.18M0.12%+446+7.8%Added
O'Shaughnessy Asset Management, LLC6,150$8.19M0.04%−1,185−16.2%Reduced
Pennant Select, LLC6,200$8.26M3.67%00.0%Unchanged
Advisory Services Network, LLC6,215$8.28M0.09%−95−1.5%Reduced
OP Asset Management Ltd6,235$8.31M0.09%+582+10.3%Added
UniSuper Management Pty Ltd6,260$8.34M0.04%+1,503+31.6%Added
Cinctive Capital Management LP6,308$8.40M0.34%+6,308New
Bank of Nova Scotia6,323$8.42M0.01%−1,629−20.5%Reduced
Mackenzie Financial Corp6,339$8.44M0.01%−7,511−54.2%Reduced
Delta Investment Management, LLC6,482$8.63M1.42%−371−5.4%Reduced
Investidor Profissional Gestao de Recursos Ltda.6,693$8.92M5.32%+60+0.9%Added
Sequoia Financial Advisors, LLC6,803$9.06M0.05%+206+3.1%Added
Oregon Public Employees Retirement Fund6,876$9.16M0.10%+420+6.5%Added
Federation des caisses Desjardins du Quebec6,908$9.20M0.03%+970+16.3%Added
Vinva Investment Management Ltd6,974$9.23M0.06%+1,912+37.8%Added
Cerity Partners LLC6,955$9.27M0.01%+899+14.8%Added
Equitable Trust Co7,008$9.33M0.39%+111+1.6%Added
Regions Financial Corp7,024$9.36M0.06%−2,546−26.6%Reduced
Vontobel Holding Ltd.7,083$9.43M0.03%+54+0.8%Added
Prospera Financial Services Inc7,218$9.61M0.14%+269+3.9%Added
Public Employees Retirement Association of Colorado7,240$9.64M0.03%−8−0.1%Reduced
KP Management LLC7,350$9.79M2.05%00.0%Unchanged
Keybank National Association7,406$9.87M0.03%+633+9.3%Added
JustInvest LLC7,512$10.0M0.08%+653+9.5%Added
Empowered Funds, LLC7,516$10.0M0.05%+1,799+31.5%Added
Sumitomo Mitsui DS Asset Management Company, Ltd7,581$10.1M0.07%−216−2.8%Reduced
Jupiter Topco LLC7,607$10.1M0.00%+7,607New
Swiss Life Asset Management Ltd7,737$10.3M0.04%+89+1.2%Added
Phraction Management LLC7,754$10.3M2.49%+89+1.2%Added
Resources Investment Advisors, LLC.7,802$10.4M0.09%+919+13.4%Added
Pragma Gestao de Patrimonio Ltd7,870$10.5M8.28%−220−2.7%Reduced
Legal Advantage Investments, Inc.7,942$10.6M3.71%+540+7.3%Added
Wealthfront Advisers LLC8,022$10.7M0.02%+272+3.5%Added
Praesidium Investment Management Company, LLC8,081$10.8M5.02%−23,379−74.3%Reduced
Parkwood LLC8,148$10.9M0.78%−700−7.9%Reduced
Spinecap SAS8,189$10.9M3.26%−277−3.3%Reduced
Ilmarinen Mutual Pension Insurance Co8,200$10.9M0.07%00.0%Unchanged
Capital Group Private Client Services, Inc.8,211$10.9M0.15%−1,460−15.1%Reduced
PensionDanmark Pensionsforsikringsaktieselskab8,240$11.0M0.09%+766+10.2%Added
Fred Alger Management, LLC8,290$11.0M0.04%−2,544−23.5%Reduced
Vaughan Nelson Investment Management, L.P.8,315$11.1M0.10%+497+6.4%Added
Police & Firemen's Retirement System of New Jersey8,355$11.1M0.08%−142−1.7%Reduced
Cullen/Frost Bankers, Inc.8,408$11.2M0.11%+306+3.8%Added
British Columbia Investment Management Corp8,467$11.3M0.07%+705+9.1%Added
Utah Retirement Systems8,492$11.3M0.11%−495−5.5%Reduced
Rheos Capital Works Inc.8,500$11.3M0.65%00.0%Unchanged
ProShare Advisors LLC8,561$11.4M0.02%+459+5.7%Added
Pathstone Holdings, LLC8,667$11.6M0.03%+115+1.3%Added
Q Global Advisors, LLC8,741$11.6M7.90%+2,465+39.3%Added
Asset Planning,Inc8,766$11.7M7.56%−265−2.9%Reduced
NEOS Investment Management LLC8,802$11.7M0.04%+597+7.3%Added
Public Sector Pension Investment Board9,011$12.0M0.03%−110−1.2%Reduced