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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
Rafferty Asset Management, LLC14,577$19.4M0.04%−891−5.8%Reduced
SG Americas Securities, LLC14,573$19.4M0.01%−86,322−85.6%Reduced
Crestwood Advisors Group LLC14,451$19.2M0.29%+12,648+701.5%Added
Xponance, Inc.14,401$19.2M0.12%+1,128+8.5%Added
Nisa Investment Advisors, LLC14,397$19.2M0.06%−2,525−14.9%Reduced
State of Michigan Retirement System14,292$19.0M0.08%−61,500−81.1%Reduced
MetLife Investment Management13,907$18.5M0.08%+291+2.1%Added
Creative Planning13,798$18.4M0.01%+3,754+37.4%Added
Millennium Management LLC13,683$18.2M0.01%+11,386+495.7%Added
Maestria Partners LLC13,652$18.2M6.32%00.0%Unchanged
TCW Group Inc13,542$18.0M0.12%−2,967−18.0%Reduced
Jackson Hill Advisors, LLC13,500$18.0M9.11%+13,500New
CIBC Asset Management Inc13,239$17.6M0.04%−264−2.0%Reduced
Crow's Nest Holdings LP13,200$17.6M5.32%−10,467−44.2%Reduced
Mirae Asset Global Investments Co., Ltd.13,127$17.5M0.03%+1,548+13.4%Added
Nykredit A/S12,671$16.9M0.06%+12,671New
Teacher Retirement System of Texas12,510$16.7M0.04%+2,479+24.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,354$16.5M0.08%−801−6.1%Reduced
PYA Waltman Capital, LLC11,996$16.0M3.80%−1,159−8.8%Reduced
Pinnacle Financial Partners, Inc.11,904$15.9M0.11%+42+0.4%Added
Investment Management Corp of Ontario11,734$15.6M0.20%+5,296+82.3%Added
Eurizon Capital SGR S.p.A.11,648$15.5M0.04%+3,488+42.7%Added
Stephens Inc11,106$14.8M0.17%+38+0.3%Added
Linonia Partnership LP11,022$14.7M0.26%00.0%Unchanged
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund10,922$14.5M0.07%+1,490+15.8%Added
Pittenger & Anderson Inc10,842$14.4M0.52%−27−0.2%Reduced
Broad Run Investment Management, LLC10,801$14.4M2.21%00.0%Unchanged
Woodline Partners LP10,662$14.2M0.04%−21,438−66.8%Reduced
Amalgamated Bank10,589$14.1M0.10%+131+1.3%Added
CIBC World Markets Inc.10,577$14.1M0.02%+7,079+202.4%Added
Varma Mutual Pension Insurance Co10,260$13.7M0.07%−4,000−28.1%Reduced
Daiwa Securities Group Inc.10,166$13.5M0.03%+533+5.5%Added
Harel Insurance Investments & Financial Services Ltd.10,091$13.4M0.07%−475−4.5%Reduced
Allspring Global Investments Holdings, LLC10,223$13.4M0.02%+110+1.1%Added
Fairbanks Capital Management, Inc.10,005$13.3M7.89%+508+5.3%Added
USS Investment Management Ltd10,007$13.3M0.05%00.0%Unchanged
Inherent Management Corp.10,000$13.3M6.51%00.0%Unchanged
Blackstone Group Inc.9,853$13.1M0.04%+3,938+66.6%Added
FIL Ltd9,741$13.0M0.01%+1,740+21.7%Added
Cornerstone Advisors, LLC9,657$12.9M0.42%00.0%Unchanged
Voya Investment Management LLC9,635$12.8M0.01%−508−5.0%Reduced
Red Door Wealth Management, LLC9,339$12.4M1.14%+225+2.5%Added
Beese Fulmer Investment Management, Inc.9,233$12.3M0.71%+71+0.8%Added
Winton Group Ltd9,180$12.2M0.40%+2,015+28.1%Added
Smith, Salley & Associates9,148$12.2M0.53%+1,078+13.4%Added
New York Life Investment Management LLC9,025$12.0M0.08%+1,182+15.1%Added
Public Sector Pension Investment Board9,011$12.0M0.03%−110−1.2%Reduced
NEOS Investment Management LLC8,802$11.7M0.04%+597+7.3%Added
Asset Planning,Inc8,766$11.7M7.56%−265−2.9%Reduced
Q Global Advisors, LLC8,741$11.6M7.90%+2,465+39.3%Added
Pathstone Holdings, LLC8,667$11.6M0.03%+115+1.3%Added
ProShare Advisors LLC8,561$11.4M0.02%+459+5.7%Added
Rheos Capital Works Inc.8,500$11.3M0.65%00.0%Unchanged
Utah Retirement Systems8,492$11.3M0.11%−495−5.5%Reduced
British Columbia Investment Management Corp8,467$11.3M0.07%+705+9.1%Added
Cullen/Frost Bankers, Inc.8,408$11.2M0.11%+306+3.8%Added
Police & Firemen's Retirement System of New Jersey8,355$11.1M0.08%−142−1.7%Reduced
Vaughan Nelson Investment Management, L.P.8,315$11.1M0.10%+497+6.4%Added
Fred Alger Management, LLC8,290$11.0M0.04%−2,544−23.5%Reduced
PensionDanmark Pensionsforsikringsaktieselskab8,240$11.0M0.09%+766+10.2%Added
Capital Group Private Client Services, Inc.8,211$10.9M0.15%−1,460−15.1%Reduced
Ilmarinen Mutual Pension Insurance Co8,200$10.9M0.07%00.0%Unchanged
Spinecap SAS8,189$10.9M3.26%−277−3.3%Reduced
Parkwood LLC8,148$10.9M0.78%−700−7.9%Reduced
Praesidium Investment Management Company, LLC8,081$10.8M5.02%−23,379−74.3%Reduced
Wealthfront Advisers LLC8,022$10.7M0.02%+272+3.5%Added
Legal Advantage Investments, Inc.7,942$10.6M3.71%+540+7.3%Added
Pragma Gestao de Patrimonio Ltd7,870$10.5M8.28%−220−2.7%Reduced
Resources Investment Advisors, LLC.7,802$10.4M0.09%+919+13.4%Added
Phraction Management LLC7,754$10.3M2.49%+89+1.2%Added
Swiss Life Asset Management Ltd7,737$10.3M0.04%+89+1.2%Added
Jupiter Topco LLC7,607$10.1M0.00%+7,607New
Sumitomo Mitsui DS Asset Management Company, Ltd7,581$10.1M0.07%−216−2.8%Reduced
Empowered Funds, LLC7,516$10.0M0.05%+1,799+31.5%Added
JustInvest LLC7,512$10.0M0.08%+653+9.5%Added
Keybank National Association7,406$9.87M0.03%+633+9.3%Added
KP Management LLC7,350$9.79M2.05%00.0%Unchanged
Public Employees Retirement Association of Colorado7,240$9.64M0.03%−8−0.1%Reduced
Prospera Financial Services Inc7,218$9.61M0.14%+269+3.9%Added
Vontobel Holding Ltd.7,083$9.43M0.03%+54+0.8%Added
Regions Financial Corp7,024$9.36M0.06%−2,546−26.6%Reduced
Equitable Trust Co7,008$9.33M0.39%+111+1.6%Added
Cerity Partners LLC6,955$9.27M0.01%+899+14.8%Added
Vinva Investment Management Ltd6,974$9.23M0.06%+1,912+37.8%Added
Federation des caisses Desjardins du Quebec6,908$9.20M0.03%+970+16.3%Added
Oregon Public Employees Retirement Fund6,876$9.16M0.10%+420+6.5%Added
Sequoia Financial Advisors, LLC6,803$9.06M0.05%+206+3.1%Added
Investidor Profissional Gestao de Recursos Ltda.6,693$8.92M5.32%+60+0.9%Added
Delta Investment Management, LLC6,482$8.63M1.42%−371−5.4%Reduced
Mackenzie Financial Corp6,339$8.44M0.01%−7,511−54.2%Reduced
Bank of Nova Scotia6,323$8.42M0.01%−1,629−20.5%Reduced
Cinctive Capital Management LP6,308$8.40M0.34%+6,308New
UniSuper Management Pty Ltd6,260$8.34M0.04%+1,503+31.6%Added
OP Asset Management Ltd6,235$8.31M0.09%+582+10.3%Added
Advisory Services Network, LLC6,215$8.28M0.09%−95−1.5%Reduced
Pennant Select, LLC6,200$8.26M3.67%00.0%Unchanged
O'Shaughnessy Asset Management, LLC6,150$8.19M0.04%−1,185−16.2%Reduced
Advisors Asset Management, Inc.6,139$8.18M0.12%+446+7.8%Added
Shelter Rock Management, LLC6,089$8.11M7.87%+19+0.3%Added
Long Path Partners LP6,078$8.10M3.45%−400−6.2%Reduced