Transdigm GroupTDG
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,089 institutions reported holding Transdigm Group Inc. (TDG) in their 13F filings, up 43 from Q4 2024. 131 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($8.8B), Capital International Investors ($8.7B) and BlackRock, Inc. ($5.8B). 9 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).
- Company
- Transdigm Group Inc.
- Sector
- Industrials
- CUSIP
- 893641100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $430.2M |
| Exits | 92 | $183.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,894,596 shares bought and 1,842,302 shares sold, net +52,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,089 holders
| Vanguard Group Inc. | 0.16% | Add +1.4% | 6,359,924 | $8.8B |
| Capital International Investors | 1.71% | Reduce -0.0% | 6,257,830 | $8.7B |
| BlackRock, Inc. | 0.12% | Add +2.4% | 4,184,480 | $5.8B |
| Capital World Investors | 0.88% | Add +3.6% | 3,929,539 | $5.4B |
| State Street Corp. | 0.13% | Reduce -1.0% | 2,287,147 | $3.2B |
| Principal Financial Group Inc. | 1.63% | Reduce -1.2% | 2,101,076 | $2.9B |
| JPMorgan Chase & Co. | 0.21% | Reduce -9.8% | 1,989,659 | $2.8B |
| FMR LLC | 0.17% | Reduce -0.6% | 1,913,325 | $2.6B |
| Capital Research Global Investors | 0.56% | Reduce -3.5% | 1,844,406 | $2.6B |
| Morgan Stanley | 0.14% | Reduce -1.3% | 1,416,974 | $2.0B |
| Geode Capital Management, LLC | 0.13% | Reduce -7.5% | 1,196,450 | $1.6B |
| Altarock Partners LP | 27.26% | Reduce -2.1% | 979,950 | $1.4B |
| Norges Bank | 0.15% | Add +0.6% | 772,592 | $1.1B |
| Windacre Partnership LLC | 14.97% | Reduce -4.2% | 722,000 | $998.7M |
| Edgewood Management LLC | 3.16% | Add +107.8% | 655,374 | $906.6M |
| Stockbridge Partners LLC | 17.70% | Reduce -13.5% | 578,251 | $799.9M |
| Primecap Management Co. | 0.59% | Reduce -0.1% | 512,844 | $709.4M |
| Northern Trust Corp. | 0.10% | Reduce -3.4% | 472,985 | $654.3M |
| Invesco Ltd. | 0.12% | Reduce -7.2% | 465,844 | $644.4M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -1.6% | 416,854 | $576.6M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +3.9% | 363,731 | $503.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.13% | Add +3.8% | 354,613 | $490.5M |
| Bank of America Corp. | 0.04% | Add +5.4% | 352,616 | $487.8M |
| UBS Group AG | 0.11% | Add +10.0% | 350,409 | $484.7M |
| Westfield Capital Management Co. LP | 2.13% | Reduce -12.7% | 316,162 | $437.3M |
| Bank of New York Mellon Corp | 0.08% | Add +3.3% | 308,614 | $426.9M |
| Legal & General Group Plc | 0.11% | Add +1.6% | 298,491 | $412.9M |
| Goldman Sachs Group Inc. | 0.07% | Add +32.6% | 273,924 | $378.9M |
| Vulcan Value Partners, LLC | 6.47% | Add +5.6% | 249,026 | $344.5M |
| Alkeon Capital Management LLC | 2.01% | Reduce -0.1% | 245,611 | $339.8M |
| Darsana Capital Partners LP | 8.04% | No change | 200,000 | $276.7M |
| Canada Pension Plan Investment Board | 0.26% | Add +26.5% | 193,205 | $267.3M |
| Ameriprise Financial Inc. | 0.07% | Reduce -12.6% | 183,379 | $253.7M |
| CIBC Private Wealth Group LLC | 0.53% | Add +1.8% | 204,030 | $251.3M |
| Wells Fargo & Company | 0.06% | Add +5.7% | 178,818 | $247.4M |
| Franklin Resources Inc. | 0.07% | Add +28.6% | 178,515 | $246.9M |
| Brown Advisory Inc. | 0.35% | Reduce -7.8% | 175,475 | $242.7M |
| Blair William & Co. | 0.73% | Reduce -1.8% | 175,221 | $242.4M |
| DF Dent & Co. Inc. | 3.10% | Reduce -4.1% | 167,967 | $232.3M |
| Swiss National Bank | 0.15% | Add +0.1% | 158,600 | $219.4M |
| Deutsche Bank AG | 0.09% | Reduce -18.7% | 156,879 | $217.0M |
| Heard Capital LLC | 12.45% | Reduce -10.0% | 151,552 | $209.6M |
| Neuberger Berman Group LLC | 0.17% | Reduce -4.7% | 144,169 | $199.4M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.7% | 142,844 | $197.6M |
| Royal Bank of Canada | 0.04% | Reduce -19.8% | 128,751 | $178.1M |
| National Pension Service | 0.17% | Add +9.1% | 127,113 | $175.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | Add +0.6% | 125,467 | $173.6M |
| Nuveen, LLC | 0.05% | — | 121,484 | $168.0M |
| Holocene Advisors, LP | 0.49% | Add +116.6% | 119,653 | $165.5M |
| Bain Capital Public Equity Management II, LLC | 12.49% | New | 114,141 | $157.9M |
| Skye Global Management LP | 4.04% | Add +4.8% | 110,000 | $152.2M |
| Barclays PLC | 0.07% | Reduce -1.4% | 109,604 | $151.6M |
| Baron Capital (BAMCO) | 0.44% | No change | 107,844 | $149.2M |
| BNP Paribas Financial Markets | 0.11% | Add +5.4% | 104,065 | $144.0M |
| Rhumbline Advisers | 0.13% | Add +2.6% | 101,857 | $140.9M |
| Douglass Winthrop Advisors, LLC | 2.68% | Reduce -0.5% | 101,714 | $140.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.13% | Add +11.2% | 101,100 | $139.9M |
| HSBC Holdings PLC | 0.09% | Add +2.0% | 100,147 | $138.5M |
| US Bancorp \de | 0.18% | Add +1.6% | 99,262 | $137.3M |
| Triple Frond Partners LLC | 17.23% | Add +15.5% | 92,144 | $127.5M |
| Voya Investment Management LLC | 0.17% | Reduce -29.3% | 91,992 | $127.3M |
| Bristol John W & Co. Inc. | 2.15% | Reduce -2.0% | 90,936 | $125.8M |
| Atalan Capital Partners, LP | 11.83% | Reduce -12.6% | 90,000 | $124.5M |
| Intermede Investment Partners Ltd | 3.91% | Reduce -7.6% | 89,854 | $124.3M |
| Marshall Wace, LLP | 0.17% | Reduce -8.9% | 89,172 | $123.4M |
| California State Teachers Retirement System | 0.15% | Reduce -0.4% | 89,033 | $123.2M |
| EULAV Asset Management | 3.02% | Reduce -16.0% | 88,257 | $122.1M |
| California Public Employees Retirement System | 0.08% | Reduce -3.6% | 86,492 | $119.6M |
| Point72 Asset Management | 0.35% | Reduce -34.8% | 86,382 | $119.5M |
| Sands Capital Management, LLC | 0.40% | Reduce -0.6% | 85,886 | $118.8M |
| Douglas Lane & Associates, LLC | 1.68% | Add +0.9% | 82,624 | $114.3M |
| Citigroup Inc. | 0.08% | Add +34.7% | 79,014 | $109.3M |
| State of Michigan Retirement System | 0.61% | Reduce -0.1% | 76,192 | $105.4M |
| Bank of Montreal | 0.06% | Add +31.4% | 76,155 | $105.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.4% | 73,609 | $101.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.7% | 73,465 | $101.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +5.7% | 71,401 | $98.8M |
| Corient Private Wealth LP | 0.16% | Add +61.9% | 70,339 | $97.3M |
| Renaissance Technologies | 0.15% | Reduce -5.0% | 70,000 | $96.8M |
| Hudson Way Capital Management LLC | 9.43% | Add +21.8% | 68,777 | $95.1M |
| Russell Investments Group, Ltd. | 0.13% | Add +2.7% | 68,641 | $94.9M |
| New York State Common Retirement Fund | 0.14% | Reduce -4.4% | 67,272 | $93.1M |
| Schroder Investment Management Group | 0.09% | Add +4.1% | 65,715 | $90.9M |
| D. E. Shaw & Co. | 0.11% | Add +487.6% | 63,588 | $88.0M |
| Employees Retirement System of Texas | 0.91% | Reduce -1.0% | 59,929 | $82.9M |
| American Century Companies Inc. | 0.05% | Reduce -9.0% | 59,796 | $82.7M |
| Capital Group Private Client Services, Inc. | 0.80% | Reduce -4.0% | 59,402 | $82.2M |
| Alliancebernstein L.P. | 0.03% | Add +0.4% | 58,883 | $81.5M |
| STRS Ohio | 0.34% | Add +5.2% | 58,177 | $80.5M |
| Argent Capital Management LLC | 2.43% | Reduce -1.7% | 57,432 | $79.4M |
| Voloridge Investment Management, LLC | 0.29% | Reduce -5.2% | 56,929 | $78.7M |
| King Luther Capital Management Corp. | 0.36% | Add +26.5% | 56,208 | $77.8M |
| Lord, Abbett & Co. LLC | 0.29% | Reduce -19.6% | 55,462 | $76.7M |
| State Board of Administration of Florida Retirement System | 0.15% | Add +0.6% | 54,591 | $75.5M |
| Chicago Capital, LLC | 2.03% | Add +0.4% | 51,945 | $71.9M |
| Stifel Financial Corp. | 0.08% | Reduce -1.0% | 51,547 | $71.3M |
| Mar Vista Investment Partners LLC | 5.73% | Reduce -14.6% | 50,392 | $69.7M |
| Artisan Partners Limited Partnership | 0.11% | Add +1039.4% | 50,112 | $69.3M |
| Fred Alger Management, LLC | 0.39% | Reduce -54.2% | 49,837 | $68.9M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -36.0% | 48,367 | $66.9M |
"% of holder's portfolio" is TDG's weight in each manager's 13F, not the share of Transdigm Group Inc. the manager owns.