Transdigm GroupTDG
13F holders, Q2 2026 (June 30)1,144holders +31
131new positions
93sold out
13famous investors
$1331.19avg. 13F price*
At the end of Q2 2026, 1,144 institutions reported holding Transdigm Group Inc. (TDG) in their 13F filings, up 31 from Q1 2026. 131 opened new positions and 93 sold out. The largest holders were Capital International Investors ($6.7B), BlackRock, Inc. ($6.5B) and Capital World Investors ($5.7B). 13 famous investors held it, including Dan Loeb (2.3% of Third Point's portfolio), Stephen Mandel (0.2% of Lone Pine Capital's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Transdigm Group Inc.
- Sector
- Industrials
- CUSIP
- 893641100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $252.0M |
| Exits | 93 | $216.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,191,284 shares bought and 3,303,165 shares sold, net −1,111,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,144 holders
| Capital International Investors | 1.40% | Reduce -7.9% | 5,062,682 | $6.7B |
| BlackRock, Inc. | 0.10% | Add +5.9% | 4,871,505 | $6.5B |
| Capital World Investors | 0.68% | Reduce -8.4% | 4,274,109 | $5.7B |
| Vanguard Capital Management LLC | 0.10% | Reduce -0.4% | 3,653,511 | $4.9B |
| Capital Research Global Investors | 0.58% | Reduce -0.8% | 3,119,490 | $4.2B |
| Vanguard Portfolio Management LLC | 0.15% | Add +0.3% | 2,580,994 | $3.4B |
| State Street Corp. | 0.10% | Add +1.7% | 2,559,096 | $3.4B |
| Principal Financial Group Inc. | 1.12% | Reduce -15.1% | 1,709,129 | $2.3B |
| Geode Capital Management, LLC | 0.09% | Add +0.8% | 1,286,385 | $1.7B |
| FMR LLC | 0.06% | Reduce -19.6% | 1,091,534 | $1.5B |
| Soroban Capital Partners LP | 8.45% | Add +4.9% | 898,197 | $1.2B |
| Altarock Partners LP | 27.51% | Reduce -3.7% | 875,755 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -2.4% | 872,559 | $1.2B |
| JPMorgan Chase & Co. | 0.06% | Reduce -7.0% | 835,113 | $1.1B |
| Norges Bank | 0.10% | — | 781,731 | $1.0B |
| Windacre Partnership LLC | 9.01% | Add +34.2% | 684,100 | $911.2M |
| UBS Group AG | 0.13% | Add +19.0% | 606,686 | $808.1M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -3.1% | 574,438 | $765.2M |
| Invesco Ltd. | 0.05% | Add +10.3% | 479,551 | $638.8M |
| Northern Trust Corp. | 0.07% | Add +2.6% | 467,543 | $622.8M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +8.0% | 442,904 | $590.0M |
| Stockbridge Partners LLC | 12.17% | No change | 434,281 | $578.5M |
| Primecap Management Co. | 0.32% | No change | 410,217 | $546.4M |
| Manufacturers Life Insurance Company, The | 0.41% | Add +106.4% | 392,447 | $522.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Reduce -1.5% | 354,105 | $471.7M |
| Select Equity Group, L.P. | 2.49% | Add +636.8% | 353,230 | $470.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +24.0% | 349,906 | $466.1M |
| Bank of New York Mellon Corp | 0.07% | Reduce -0.6% | 318,749 | $424.6M |
| Vanguard Fiduciary Trust Co. | 0.09% | Reduce -0.4% | 317,808 | $423.3M |
| Bank of America Corp. | 0.02% | Reduce -3.3% | 286,324 | $381.4M |
| Edgewood Management LLC | 3.82% | Reduce -54.9% | 278,240 | $370.6M |
| Legal & General Group Plc | 0.07% | Reduce -5.4% | 267,276 | $356.0M |
| CIBC Bancorp USA Inc. | 0.38% | Add +15.7% | 233,167 | $310.6M |
| Temasek Holdings (Private) Ltd | 0.74% | Reduce -7.1% | 203,419 | $271.0M |
| Heard Capital LLC | 10.62% | Add +4.3% | 186,289 | $248.1M |
| Wells Fargo & Company | 0.04% | Add +22.5% | 183,673 | $244.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Add +0.7% | 181,405 | $241.6M |
| Deutsche Bank AG | 0.07% | Reduce -9.3% | 174,808 | $232.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.5% | 173,772 | $231.5M |
| Vulcan Value Partners, LLC | 6.91% | Reduce -7.5% | 170,429 | $227.0M |
| Nuveen, LLC | 0.05% | Add +19.9% | 167,347 | $222.9M |
| Blair William & Co. | 0.57% | Reduce -0.8% | 164,960 | $219.7M |
| Swiss National Bank | 0.11% | Reduce -3.6% | 159,280 | $212.2M |
| Canada Pension Plan Investment Board | 0.12% | Reduce -21.4% | 158,357 | $210.9M |
| Alkeon Capital Management LLC | 0.77% | No change | 149,078 | $198.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.11% | Add +10.3% | 144,880 | $193.0M |
| Bank of Montreal | 0.07% | Add +18.9% | 142,184 | $189.4M |
| Veritas Asset Management LLP | 3.31% | Add +3.0% | 137,969 | $183.8M |
| National Pension Service | 0.12% | Add +3.8% | 135,233 | $180.1M |
| Citigroup Inc. | 0.08% | Reduce -9.9% | 129,926 | $173.1M |
| Franklin Resources Inc. | 0.04% | Reduce -14.5% | 122,664 | $163.4M |
| Vanguard Global Advisers, LLC | 0.07% | Reduce -2.2% | 120,366 | $160.3M |
| Skye Global Management LP | 3.11% | Add +1.7% | 120,000 | $159.8M |
| DF Dent & Co. Inc. | 2.83% | Reduce -8.8% | 111,941 | $149.1M |
| Bristol John W & Co. Inc. | 2.14% | Reduce -1.0% | 108,456 | $144.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.10% | Add +12.8% | 106,903 | $142.4M |
| Triple Frond Partners LLC | 12.67% | No change | 106,544 | $141.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -26.8% | 105,396 | $140.4M |
| Douglass Winthrop Advisors, LLC | 2.42% | Add +2.4% | 105,306 | $140.3M |
| Amundi | 0.03% | Add +8.6% | 102,747 | $136.9M |
| California Public Employees Retirement System | 0.07% | Add +2.7% | 95,459 | $127.2M |
| Citadel Advisors | 0.07% | Add +5.4% | 95,123 | $126.7M |
| King Luther Capital Management Corp. | 0.52% | Reduce -13.1% | 94,221 | $125.5M |
| Rhumbline Advisers | 0.09% | Reduce -5.5% | 92,555 | $123.3M |
| HSBC Holdings PLC | 0.06% | Add +9.9% | 91,325 | $121.4M |
| Sands Capital Management, LLC | 0.44% | Reduce -5.0% | 89,669 | $119.4M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.7% | 87,645 | $116.7M |
| Atalan Capital Partners, LP | 7.15% | Add +3.6% | 87,530 | $116.6M |
| BNP Paribas Financial Markets | 0.06% | Add +5.7% | 86,048 | $114.6M |
| California State Teachers Retirement System | 0.10% | Reduce -9.6% | 84,346 | $112.4M |
| Douglas Lane & Associates, LLC | 1.50% | Add +1.1% | 83,069 | $110.7M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -1.5% | 82,776 | $110.3M |
| US Bancorp \de | 0.12% | Reduce -14.6% | 79,707 | $106.2M |
| Third Point | 2.31% | Add +216.0% | 79,000 | $105.2M |
| Baron Capital (BAMCO) | 0.16% | Reduce -0.2% | 78,501 | $104.6M |
| Raymond James Financial Inc. | 0.03% | Add +0.3% | 78,373 | $104.4M |
| Argent Capital Management LLC | 2.80% | Reduce -11.5% | 66,590 | $88.7M |
| Corient Private Wealth LP | 0.12% | Reduce -5.7% | 64,302 | $85.7M |
| Barclays PLC | 0.03% | Reduce -40.1% | 64,282 | $85.6M |
| Cat Rock Capital Management LP | 19.57% | Add +37.4% | 63,339 | $84.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.5% | 61,513 | $81.9M |
| New York State Common Retirement Fund | 0.10% | Reduce -4.8% | 59,988 | $79.9M |
| Focus Partners Wealth | 0.08% | Add +3.1% | 56,568 | $75.4M |
| Chicago Capital, LLC | 1.70% | Add +0.2% | 53,084 | $70.7M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 53,052 | $70.7M |
| Susquehanna Fundamental Investments, LLC | 1.27% | Add +15.9% | 50,812 | $67.7M |
| Alliancebernstein L.P. | 0.02% | Add +4.3% | 58,222 | $67.5M |
| Hudson Way Capital Management LLC | 5.99% | Add +2.1% | 50,410 | $67.1M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Reduce -1.4% | 49,894 | $66.5M |
| Schroder Investment Management Group | 0.05% | Add +0.5% | 49,697 | $66.2M |
| Holocene Advisors, LP | 0.15% | Add +104.2% | 49,202 | $65.5M |
| Danske Bank A/S | 0.13% | Reduce -1.0% | 48,972 | $65.2M |
| State Board of Administration of Florida Retirement System | 0.11% | Reduce -1.8% | 48,683 | $64.8M |
| Aviva PLC | 0.09% | Add +2.0% | 47,791 | $63.7M |
| PFA Pension, Forsikringsaktieselskab | 0.16% | Reduce -30.2% | 47,672 | $63.5M |
| Intermede Investment Partners Ltd | 2.61% | Reduce -19.0% | 49,681 | $62.0M |
| Storebrand Asset Management As | 0.15% | Add +6.3% | 46,523 | $62.0M |
| Ycg, LLC | 5.42% | Add +53.2% | 46,242 | $61.6M |
| Retirement Systems of Alabama | 0.18% | Reduce -0.5% | 45,966 | $61.2M |
| Blacksheep Fund Management Ltd | 19.69% | No change | 45,754 | $60.9M |
"% of holder's portfolio" is TDG's weight in each manager's 13F, not the share of Transdigm Group Inc. the manager owns.