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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 44,921 | $59.8M | 0.43% | +15,336+51.8% | Added |
| Two Sigma Investments, LP | 44,914 | $59.8M | 0.05% | +44,914 | New |
| New York State Teachers Retirement System | 42,503 | $56.6M | 0.10% | −1,869−4.2% | Reduced |
| Capital International Inc | 42,367 | $56.4M | 0.40% | −1,004−2.3% | Reduced |
| APG Asset Management N.V. | 47,075 | $54.8M | 0.13% | +10,176+27.6% | Added |
| Standard Life Aberdeen plc | 40,894 | $54.5M | 0.08% | −1,093−2.6% | Reduced |
| National Philanthropic Trust | 39,940 | $53.2M | 0.77% | +45+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 39,099 | $52.1M | 0.02% | +38,344+5,078.7% | Added |
| Gotham Asset Management, LLC | 39,089 | $52.1M | 0.12% | +23,795+155.6% | Added |
| Korea Investment CORP | 38,791 | $51.7M | 0.10% | +3,131+8.8% | Added |
| 1832 Asset Management L.P. | 38,202 | $50.9M | 0.06% | −11,407−23.0% | Reduced |
| Employees Retirement System of Texas | 37,987 | $50.6M | 0.40% | −600−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,133 | $49.5M | 0.09% | +1,263+3.5% | Added |
| Stifel Financial Corp | 36,941 | $49.2M | 0.04% | −5,199−12.3% | Reduced |
| Milford Funds Ltd | 36,841 | $49.1M | 0.80% | −1,242−3.3% | Reduced |
| Ci Investments Inc. | 36,833 | $49.1M | 0.16% | +1,986+5.7% | Added |
| iA Global Asset Management Inc. | 36,033 | $48.0M | 0.57% | +7,141+24.7% | Added |
| KLP Kapitalforvaltning AS | 35,982 | $47.9M | 0.15% | +2,350+7.0% | Added |
| Natixis Advisors, L.P. | 35,729 | $47.6M | 0.05% | +3,332+10.3% | Added |
| Capital International Sarl | 35,422 | $47.2M | 0.67% | −5,468−13.4% | Reduced |
| Pictet Asset Management Holding SA | 35,329 | $47.1M | 0.04% | −2,736−7.2% | Reduced |
| First Trust Advisors LP | 33,078 | $44.1M | 0.03% | −25,230−43.3% | Reduced |
| Tudor Investment Corp Et Al | 31,623 | $42.1M | 0.17% | −24,317−43.5% | Reduced |
| BRX Global LP | 31,097 | $41.4M | 50.56% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,777 | $40.9M | 0.06% | +2,146+7.5% | Added |
| Swedbank AB | 30,391 | $40.5M | 0.03% | +3,787+14.2% | Added |
| State of Wisconsin Investment Board | 30,162 | $40.2M | 0.08% | −898−2.9% | Reduced |
| Generate Investment Management Ltd | 30,000 | $40.0M | 1.64% | +30,000 | New |
| Brown Advisory Inc | 28,951 | $38.6M | 0.06% | +218+0.8% | Added |
| Great West Life Assurance Co | 28,645 | $38.1M | 0.06% | −360−1.2% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 28,532 | $38.0M | 0.23% | −7,145−20.0% | Reduced |
| Ensign Peak Advisors, Inc | 28,466 | $37.9M | 0.06% | −2,907−9.3% | Reduced |
| Chilton Capital Management LLC | 28,382 | $37.8M | 1.20% | −13,900−32.9% | Reduced |
| Quantinno Capital Management LP | 28,261 | $37.6M | 0.05% | +2,054+7.8% | Added |
| Royal London Asset Management Ltd | 27,784 | $37.0M | 0.07% | +256+0.9% | Added |
| Vanguard Investments Australia, Ltd. | 27,103 | $36.1M | 0.09% | +854+3.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 27,092 | $36.1M | 0.09% | −751−2.7% | Reduced |
| DnB Asset Management AS | 26,797 | $35.7M | 0.10% | −4,739−15.0% | Reduced |
| Prudential Financial Inc | 26,368 | $35.1M | 0.04% | −945−3.5% | Reduced |
| Asset Management One Co.,Ltd. | 25,936 | $34.5M | 0.09% | −7,600−22.7% | Reduced |
| Renaissance Technologies LLC | 25,620 | $34.1M | 0.05% | +5,840+29.5% | Added |
| DekaBank Deutsche Girozentrale | 29,877 | $33.8M | 0.06% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 25,115 | $33.5M | 2.23% | +175+0.7% | Added |
| Jones Financial Companies LLLP | 24,982 | $33.1M | 0.01% | +3,624+17.0% | Added |
| Capital International Ltd | 24,822 | $33.1M | 1.08% | −3,472−12.3% | Reduced |
| SEI Investments Co | 24,389 | $32.5M | 0.03% | −2,434−9.1% | Reduced |
| LPL Financial LLC | 24,187 | $32.2M | 0.01% | +5,816+31.7% | Added |
| Oakcliff Capital Partners, LP | 24,170 | $32.2M | 11.99% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 24,009 | $32.0M | 9.45% | +789+3.4% | Added |
| Treasurer of the State of North Carolina | 23,825 | $31.7M | 0.08% | +160+0.7% | Added |
| Neuberger Berman Group LLC | 23,639 | $31.5M | 0.02% | +275+1.2% | Added |
| Anabranch Capital Management, LP | 23,588 | $31.4M | 24.00% | +1,820+8.4% | Added |
| Squarepoint Ops LLC | 23,504 | $31.3M | 0.06% | −56,044−70.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 23,350 | $31.1M | 0.07% | +327+1.4% | Added |
| Oakmont Corp | 23,261 | $31.0M | 6.17% | −3,028−11.5% | Reduced |
| National Bank of Canada | 22,766 | $30.3M | 0.03% | +4,863+27.2% | Added |
| Susquehanna International Group, LLP | 22,492 | $30.0M | 0.03% | +13,689+155.5% | Added |
| Baskin Financial Services Inc. | 22,463 | $29.9M | 2.36% | −463−2.0% | Reduced |
| Nissay Asset Management Corp | 22,143 | $29.5M | 0.12% | +1,341+6.4% | Added |
| Ampfield Management, L.P. | 21,473 | $28.6M | 28.54% | −2,990−12.2% | Reduced |
| Titan Global Capital Management USA LLC | 21,333 | $28.4M | 3.60% | +134+0.6% | Added |
| State of Tennessee, Treasury Department | 21,307 | $28.4M | 0.08% | −1,023−4.6% | Reduced |
| AQR Capital Management LLC | 21,370 | $28.4M | 0.01% | +3,762+21.4% | Added |
| Howland Capital Management LLC | 20,952 | $27.9M | 1.01% | +195+0.9% | Added |
| Public Employees Retirement System of Ohio | 20,844 | $27.8M | 0.08% | −1,128−5.1% | Reduced |
| Goodnow Investment Group, LLC | 20,482 | $27.3M | 2.83% | +2,470+13.7% | Added |
| Tredje AP-fonden | 20,261 | $27.0M | 0.12% | +3,682+22.2% | Added |
| T. Rowe Price Investment Management, Inc. | 20,215 | $26.9M | 0.02% | +525+2.7% | Added |
| Nomura Asset Management Co Ltd | 20,184 | $26.9M | 0.06% | +719+3.7% | Added |
| TD Asset Management Inc | 20,151 | $26.8M | 0.02% | −1,626−7.5% | Reduced |
| Prudential PLC | 19,861 | $26.5M | 0.19% | +4,395+28.4% | Added |
| Coalescence Partners Investment Management, LP | 19,353 | $25.8M | 7.57% | −8,929−31.6% | Reduced |
| Bluegrass Capital Partners LP | 19,000 | $25.3M | 16.44% | −600−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,824 | $25.1M | 0.05% | +18,824 | New |
| Gilder Gagnon Howe & Co LLC | 18,452 | $24.6M | 0.25% | −3,029−14.1% | Reduced |
| Fifth Third Bancorp | 18,378 | $24.5M | 0.04% | +435+2.4% | Added |
| State of New Jersey Common Pension Fund D | 18,297 | $24.4M | 0.08% | −806−4.2% | Reduced |
| Jennison Associates LLC | 17,717 | $23.6M | 0.01% | +20+0.1% | Added |
| Victory Capital Management Inc | 17,508 | $23.3M | 0.01% | −525−2.9% | Reduced |
| Federated Hermes, Inc. | 17,327 | $23.1M | 0.03% | −41,332−70.5% | Reduced |
| Archon Partners LLC | 17,300 | $23.0M | 2.46% | 00.0% | Unchanged |
| Lynwood Price Capital Management LP | 17,125 | $22.8M | 11.02% | +1,925+12.7% | Added |
| Toronto Dominion Bank | 16,971 | $22.6M | 0.04% | +357+2.1% | Added |
| GW&K Investment Management, LLC | 16,909 | $22.5M | 0.18% | +3,264+23.9% | Added |
| EULAV Asset Management | 16,857 | $22.5M | 0.72% | −7,400−30.5% | Reduced |
| Pennant Investors, LP | 16,771 | $22.3M | 6.67% | 00.0% | Unchanged |
| Ossiam | 16,687 | $22.2M | 0.29% | +16,687 | New |
| STRS Ohio | 16,587 | $22.1M | 0.08% | +91+0.6% | Added |
| Mn Services Vermogensbeheer B.V. | 16,379 | $21.8M | 0.16% | −5,200−24.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 16,304 | $21.7M | 0.10% | +3,205+24.5% | Added |
| Czech National Bank | 15,921 | $21.2M | 0.12% | +541+3.5% | Added |
| Resona Asset Management Co.,Ltd. | 15,934 | $21.2M | 0.10% | −1,008−5.9% | Reduced |
| Credit Agricole S A | 15,736 | $21.0M | 0.05% | +7,438+89.6% | Added |
| Mar Vista Investment Partners LLC | 15,677 | $20.9M | 2.08% | −23,569−60.1% | Reduced |
| Arizona State Retirement System | 15,670 | $20.9M | 0.10% | +235+1.5% | Added |
| Man Group plc | 15,303 | $20.4M | 0.04% | −38,383−71.5% | Reduced |
| Janney Montgomery Scott LLC | 15,101 | $20.1M | 0.04% | −3,837−20.3% | Reduced |
| Cypress Funds LLC | 15,056 | $20.1M | 6.39% | −5,632−27.2% | Reduced |
| Rockefeller Capital Management L.P. | 15,024 | $20.0M | 0.03% | +902+6.4% | Added |
| Islander Capital Partners, L.P. | 14,580 | $19.4M | 7.04% | +1,000+7.4% | Added |