Transdigm GroupTDG
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,111 institutions reported holding Transdigm Group Inc. (TDG) in their 13F filings, up 22 from Q1 2025. 110 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($10.2B), Capital International Investors ($9.5B) and BlackRock, Inc. ($6.5B). 9 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $444.9M |
| Exits | 89 | $433.2M |
All 13F filers, Q1 2025 → Q2 2025: 2,838,616 shares bought and 1,846,045 shares sold, net +992,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,111 holders
| Vanguard Group Inc. | 0.16% | Add +5.3% | 6,693,889 | $10.2B |
| Capital International Investors | 1.64% | Reduce -0.4% | 6,234,443 | $9.5B |
| BlackRock, Inc. | 0.12% | Add +1.9% | 4,262,920 | $6.5B |
| Capital World Investors | 0.88% | Add +1.0% | 3,970,528 | $6.0B |
| State Street Corp. | 0.13% | Add +2.5% | 2,343,288 | $3.6B |
| Principal Financial Group Inc. | 1.62% | Reduce -4.2% | 2,012,060 | $3.1B |
| Capital Research Global Investors | 0.61% | Add +8.6% | 2,003,840 | $3.0B |
| JPMorgan Chase & Co. | 0.21% | Add +0.3% | 1,995,769 | $3.0B |
| FMR LLC | 0.16% | Reduce -2.1% | 1,872,431 | $2.8B |
| Geode Capital Management, LLC | 0.13% | Add +1.5% | 1,214,396 | $1.8B |
| Altarock Partners LP | 27.21% | No change | 979,950 | $1.5B |
| Morgan Stanley | 0.09% | Reduce -33.1% | 947,275 | $1.4B |
| Norges Bank | 0.16% | Add +8.5% | 838,486 | $1.3B |
| T. Rowe Price Associates Inc. | 0.12% | Add +72.7% | 719,688 | $1.1B |
| Windacre Partnership LLC | 14.85% | Reduce -1.3% | 712,700 | $1.1B |
| Edgewood Management LLC | 3.37% | Add +6.2% | 696,211 | $1.1B |
| Primecap Management Co. | 0.67% | Add +8.8% | 557,923 | $848.4M |
| UBS Group AG | 0.18% | Add +58.8% | 556,399 | $846.1M |
| Stockbridge Partners LLC | 15.83% | Reduce -7.9% | 532,551 | $809.8M |
| Invesco Ltd. | 0.13% | Add +4.2% | 485,618 | $738.5M |
| Northern Trust Corp. | 0.10% | Add +0.9% | 477,032 | $725.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +2.5% | 372,858 | $567.0M |
| Bank of America Corp. | 0.04% | Add +2.0% | 359,563 | $546.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Reduce -1.5% | 349,330 | $531.2M |
| Legal & General Group Plc | 0.11% | Add +0.7% | 300,452 | $456.9M |
| Goldman Sachs Group Inc. | 0.07% | Add +9.0% | 298,456 | $453.8M |
| Bank of New York Mellon Corp | 0.08% | Reduce -5.0% | 293,238 | $445.9M |
| Westfield Capital Management Co. LP | 1.85% | Reduce -8.3% | 290,013 | $441.0M |
| Nuveen, LLC | 0.12% | Add +127.1% | 275,867 | $419.5M |
| Vulcan Value Partners, LLC | 6.36% | Reduce -7.0% | 231,595 | $361.0M |
| CIBC Private Wealth Group LLC | 0.55% | Reduce -0.2% | 203,588 | $309.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.19% | Add +56.9% | 196,866 | $299.4M |
| Alkeon Capital Management LLC | 1.44% | Reduce -20.4% | 195,611 | $297.5M |
| Wells Fargo & Company | 0.06% | Add +2.7% | 183,723 | $279.4M |
| Franklin Resources Inc. | 0.07% | Add +1.8% | 181,668 | $276.3M |
| Darsana Capital Partners LP | 7.60% | Reduce -12.5% | 175,000 | $266.1M |
| Blair William & Co. | 0.73% | Reduce -1.3% | 172,953 | $263.0M |
| Canada Pension Plan Investment Board | 0.22% | Reduce -10.5% | 172,917 | $262.9M |
| Brown Advisory Inc. | 0.34% | Reduce -2.8% | 170,502 | $259.3M |
| Swiss National Bank | 0.15% | Add +7.0% | 169,700 | $258.1M |
| DF Dent & Co. Inc. | 3.20% | Reduce -1.3% | 165,812 | $252.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -9.9% | 165,187 | $251.1M |
| National Pension Service | 0.21% | Add +26.3% | 160,499 | $244.1M |
| Neuberger Berman Group LLC | 0.18% | Add +5.9% | 152,728 | $232.2M |
| Holocene Advisors, LP | 0.53% | Add +18.7% | 142,043 | $216.0M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.1% | 139,886 | $212.7M |
| Heard Capital LLC | 10.67% | Reduce -11.4% | 134,327 | $204.3M |
| Deutsche Bank AG | 0.07% | Reduce -17.9% | 128,740 | $195.8M |
| Skye Global Management LP | 3.89% | Add +9.1% | 120,000 | $182.5M |
| Barclays PLC | 0.07% | Add +8.6% | 119,071 | $181.1M |
| D. E. Shaw & Co. | 0.18% | Add +75.9% | 111,846 | $170.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.13% | Add +7.8% | 109,022 | $165.8M |
| Bain Capital Public Equity Management II, LLC | 7.57% | Reduce -7.9% | 105,088 | $159.8M |
| Douglass Winthrop Advisors, LLC | 2.82% | Add +0.9% | 102,649 | $156.1M |
| Rhumbline Advisers | 0.13% | Reduce -0.0% | 101,819 | $154.8M |
| Citigroup Inc. | 0.11% | Add +27.2% | 100,480 | $152.8M |
| US Bancorp \de | 0.19% | Add +0.1% | 99,355 | $151.1M |
| BNP Paribas Financial Markets | 0.12% | Reduce -6.2% | 97,571 | $148.4M |
| Royal Bank of Canada | 0.03% | Reduce -26.6% | 94,553 | $143.8M |
| California State Teachers Retirement System | 0.16% | Add +4.6% | 93,163 | $141.7M |
| HSBC Holdings PLC | 0.09% | Reduce -8.1% | 92,022 | $139.9M |
| California Public Employees Retirement System | 0.09% | Add +5.5% | 91,230 | $138.7M |
| Bristol John W & Co. Inc. | 2.23% | Reduce -0.5% | 90,498 | $137.6M |
| Atalan Capital Partners, LP | 10.51% | No change | 90,000 | $136.9M |
| Baron Capital (BAMCO) | 0.36% | Reduce -18.6% | 87,844 | $133.6M |
| Sands Capital Management, LLC | 0.38% | Add +1.2% | 86,900 | $132.1M |
| Intermede Investment Partners Ltd | 4.00% | Reduce -5.0% | 85,398 | $129.9M |
| Voya Investment Management LLC | 0.14% | Reduce -14.5% | 78,613 | $119.5M |
| Marshall Wace, LLP | 0.14% | Reduce -11.9% | 78,533 | $119.4M |
| Douglas Lane & Associates, LLC | 1.70% | Reduce -6.6% | 77,171 | $117.3M |
| State of Michigan Retirement System | 0.60% | Add +0.1% | 76,292 | $116.0M |
| Raymond James Financial Inc. | 0.04% | Add +2.0% | 74,971 | $114.0M |
| Triple Frond Partners LLC | 12.69% | Reduce -19.9% | 73,794 | $112.2M |
| PNC Financial Services Group, Inc. | 0.07% | Add +2.2% | 72,961 | $110.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.0% | 72,112 | $109.7M |
| Russell Investments Group, Ltd. | 0.13% | Add +0.6% | 69,056 | $105.0M |
| Corient Private Wealth LP | 0.14% | Reduce -2.3% | 68,729 | $104.5M |
| King Luther Capital Management Corp. | 0.45% | Add +20.2% | 67,579 | $102.8M |
| Argent Capital Management LLC | 2.94% | Add +17.6% | 67,537 | $102.7M |
| Schroder Investment Management Group | 0.09% | Add +2.4% | 67,300 | $102.3M |
| New York State Common Retirement Fund | 0.14% | Reduce -0.1% | 67,172 | $102.1M |
| Federated Hermes, Inc. | 0.18% | Add +36.1% | 63,758 | $97.0M |
| Hudson Way Capital Management LLC | 8.73% | Reduce -7.6% | 63,546 | $96.6M |
| Vaughan Nelson Investment Management, L.P. | 0.88% | New | 61,872 | $94.1M |
| Bank of Montreal | 0.05% | Reduce -21.6% | 59,677 | $90.7M |
| STRS Ohio | 0.34% | Add +2.3% | 59,489 | $90.5M |
| American Century Companies Inc. | 0.05% | Reduce -1.3% | 59,050 | $89.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -0.6% | 58,561 | $89.1M |
| Lord, Abbett & Co. LLC | 0.30% | Add +5.1% | 58,286 | $88.6M |
| Capital Group Private Client Services, Inc. | 0.77% | Reduce -2.1% | 58,158 | $88.4M |
| Natixis Advisors, LLC | 0.14% | Add +101.0% | 55,984 | $85.1M |
| State Board of Administration of Florida Retirement System | 0.15% | Add +1.6% | 55,451 | $84.3M |
| Danske Bank A/S | 0.21% | Add +172.5% | 54,999 | $83.6M |
| Chicago Capital, LLC | 2.06% | Add +5.8% | 54,973 | $83.6M |
| Stifel Financial Corp. | 0.08% | Add +6.3% | 54,810 | $83.4M |
| Adage Capital Partners Gp, L.L.C. | 0.13% | Add +14.7% | 51,394 | $78.2M |
| Renaissance Technologies | 0.10% | Reduce -27.9% | 50,500 | $76.8M |
| Voloridge Investment Management, LLC | 0.28% | Reduce -11.9% | 50,161 | $76.3M |
| Amundi | 0.03% | Add +11.8% | 49,617 | $75.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.18% | Add +21.7% | 47,290 | $71.9M |
"% of holder's portfolio" is TDG's weight in each manager's 13F, not the share of Transdigm Group Inc. the manager owns.