Transdigm GroupTDG
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,073 institutions reported holding Transdigm Group Inc. (TDG) in their 13F filings, down 38 from Q2 2025. 91 opened new positions and 118 sold out. The largest holders were Vanguard Group Inc. ($9.0B), Capital International Investors ($8.6B) and BlackRock, Inc. ($5.5B). 9 famous investors held it, including Daniel Sundheim (0.5% of D1 Capital Partners's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $295.5M |
| Exits | 118 | $879.1M |
All 13F filers, Q2 2025 → Q3 2025: 3,242,278 shares bought and 3,175,400 shares sold, net +66,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,073 holders
| Vanguard Group Inc. | 0.13% | Add +1.8% | 6,814,938 | $9.0B |
| Capital International Investors | 1.39% | Add +4.1% | 6,489,193 | $8.6B |
| BlackRock, Inc. | 0.10% | Reduce -1.6% | 4,195,770 | $5.5B |
| Capital World Investors | 0.71% | Reduce -0.8% | 3,938,687 | $5.2B |
| State Street Corp. | 0.11% | Add +1.9% | 2,388,838 | $3.1B |
| Principal Financial Group Inc. | 1.58% | Add +18.3% | 2,379,816 | $3.1B |
| FMR LLC | 0.16% | Add +21.9% | 2,282,430 | $3.0B |
| Capital Research Global Investors | 0.55% | Add +10.2% | 2,207,837 | $2.9B |
| JPMorgan Chase & Co. | 0.11% | Reduce -36.8% | 1,262,316 | $1.7B |
| Geode Capital Management, LLC | 0.10% | Add +1.4% | 1,232,062 | $1.6B |
| Altarock Partners LP | 23.53% | Reduce -0.4% | 976,392 | $1.3B |
| Morgan Stanley | 0.07% | Reduce -6.7% | 883,896 | $1.2B |
| T. Rowe Price Associates Inc. | 0.11% | Add +4.0% | 748,713 | $986.8M |
| Edgewood Management LLC | 2.97% | Reduce -8.5% | 636,841 | $839.4M |
| Windacre Partnership LLC | 10.10% | Reduce -14.1% | 612,500 | $807.3M |
| Primecap Management Co. | 0.59% | Add +4.9% | 585,373 | $771.5M |
| Soroban Capital Partners LP | 6.30% | Add +3634.1% | 581,105 | $765.9M |
| Stockbridge Partners LLC | 13.39% | Reduce -1.4% | 525,233 | $692.3M |
| Franklin Resources Inc. | 0.16% | Add +161.7% | 475,489 | $626.7M |
| Northern Trust Corp. | 0.08% | Reduce -1.7% | 468,943 | $618.1M |
| UBS Group AG | 0.12% | Reduce -16.9% | 462,337 | $609.4M |
| Invesco Ltd. | 0.09% | Reduce -13.1% | 421,881 | $556.0M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +4.1% | 388,127 | $511.6M |
| Bank of America Corp. | 0.04% | Reduce -0.7% | 357,070 | $470.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +11.3% | 332,289 | $438.0M |
| Legal & General Group Plc | 0.09% | Add +4.4% | 313,602 | $413.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Reduce -20.7% | 276,933 | $365.0M |
| Bank of New York Mellon Corp | 0.06% | Reduce -7.1% | 272,429 | $359.1M |
| Nuveen, LLC | 0.09% | Reduce -8.9% | 251,189 | $331.1M |
| Vulcan Value Partners, LLC | 5.96% | Add +7.8% | 249,643 | $329.0M |
| Canada Pension Plan Investment Board | 0.21% | Add +28.3% | 221,807 | $292.3M |
| Westfield Capital Management Co. LP | 1.21% | Reduce -24.9% | 217,897 | $287.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Add +2.5% | 201,736 | $265.9M |
| Darsana Capital Partners LP | 6.21% | Add +14.3% | 200,000 | $263.6M |
| Alkeon Capital Management LLC | 1.17% | No change | 195,611 | $257.8M |
| Wells Fargo & Company | 0.05% | Add +2.3% | 187,897 | $247.7M |
| CIBC Private Wealth Group LLC | 0.39% | Reduce -14.2% | 174,683 | $230.2M |
| Blair William & Co. | 0.61% | Reduce -0.2% | 172,649 | $227.6M |
| DF Dent & Co. Inc. | 2.83% | Add +0.3% | 166,284 | $219.2M |
| National Pension Service | 0.17% | Add +1.5% | 162,855 | $214.6M |
| Swiss National Bank | 0.12% | Reduce -4.6% | 161,900 | $213.4M |
| Heard Capital LLC | 10.02% | Add +16.7% | 156,723 | $206.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +8.3% | 151,474 | $199.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -8.4% | 151,270 | $199.4M |
| Barclays PLC | 0.07% | Add +17.4% | 139,834 | $184.3M |
| Neuberger Berman Group LLC | 0.13% | Reduce -9.4% | 138,437 | $182.5M |
| Brown Advisory Inc. | 0.21% | Reduce -27.1% | 124,243 | $163.8M |
| Deutsche Bank AG | 0.05% | Reduce -4.0% | 123,579 | $162.9M |
| Skye Global Management LP | 3.19% | No change | 120,000 | $158.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.11% | Add +4.4% | 113,846 | $150.1M |
| Douglass Winthrop Advisors, LLC | 2.39% | Add +1.6% | 104,314 | $137.5M |
| Rhumbline Advisers | 0.11% | Reduce -0.5% | 101,297 | $133.5M |
| Citigroup Inc. | 0.09% | Reduce -1.0% | 99,502 | $131.1M |
| US Bancorp \de | 0.15% | Reduce -0.6% | 98,756 | $130.2M |
| California Public Employees Retirement System | 0.08% | Add +5.2% | 95,995 | $126.5M |
| California State Teachers Retirement System | 0.13% | Add +2.1% | 95,148 | $125.4M |
| HSBC Holdings PLC | 0.07% | Add +2.2% | 94,078 | $123.9M |
| Sands Capital Management, LLC | 0.34% | Add +7.4% | 93,296 | $123.0M |
| Atalan Capital Partners, LP | 8.53% | Add +3.1% | 92,750 | $122.2M |
| King Luther Capital Management Corp. | 0.50% | Add +35.9% | 91,855 | $121.1M |
| Bank of Montreal | 0.05% | Add +51.6% | 90,451 | $119.2M |
| Bristol John W & Co. Inc. | 1.84% | Reduce -2.2% | 88,467 | $116.6M |
| BNP Paribas Financial Markets | 0.09% | Reduce -11.0% | 86,826 | $114.4M |
| Royal Bank of Canada | 0.02% | Reduce -8.7% | 86,311 | $113.8M |
| Raymond James Financial Inc. | 0.04% | Add +10.7% | 82,967 | $109.4M |
| Douglas Lane & Associates, LLC | 1.51% | Add +6.9% | 82,499 | $108.7M |
| Baron Capital (BAMCO) | 0.29% | Reduce -6.5% | 82,149 | $108.3M |
| Russell Investments Group, Ltd. | 0.12% | Add +14.8% | 79,300 | $104.5M |
| State of Michigan Retirement System | 0.48% | Reduce -0.1% | 76,192 | $100.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.4% | 73,818 | $97.3M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.6% | 71,831 | $94.7M |
| Danske Bank A/S | 0.23% | Add +29.3% | 71,096 | $93.7M |
| Hudson Way Capital Management LLC | 7.69% | Add +8.3% | 68,793 | $90.7M |
| Intermede Investment Partners Ltd | 3.68% | Reduce -20.5% | 67,873 | $89.5M |
| Corient Private Wealth LP | 0.14% | Reduce -1.3% | 67,818 | $89.4M |
| Vaughan Nelson Investment Management, L.P. | 0.81% | Add +9.0% | 67,432 | $88.9M |
| Amundi | 0.03% | Add +38.2% | 68,569 | $88.6M |
| Argent Capital Management LLC | 2.41% | Reduce -1.0% | 66,884 | $88.2M |
| New York State Common Retirement Fund | 0.11% | Reduce -6.3% | 62,904 | $82.9M |
| Schroder Investment Management Group | 0.06% | Reduce -8.9% | 61,320 | $80.8M |
| Federated Hermes, Inc. | 0.14% | Reduce -5.8% | 60,053 | $79.2M |
| Natixis Advisors, LLC | 0.11% | Add +3.9% | 58,187 | $76.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.4% | 57,157 | $75.3M |
| STRS Ohio | 0.28% | Reduce -4.1% | 57,030 | $75.2M |
| Triple Frond Partners LLC | 8.18% | Reduce -22.8% | 56,964 | $75.1M |
| Lord, Abbett & Co. LLC | 0.23% | Reduce -3.0% | 56,527 | $74.5M |
| Chicago Capital, LLC | 1.77% | Reduce -0.8% | 54,508 | $71.8M |
| State Board of Administration of Florida Retirement System | 0.12% | Reduce -4.2% | 53,122 | $70.0M |
| Stifel Financial Corp. | 0.06% | Reduce -3.4% | 52,954 | $69.8M |
| Squarepoint Ops LLC | 0.14% | Add +2329.4% | 50,727 | $66.9M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Reduce -4.9% | 48,895 | $64.4M |
| Focus Partners Wealth | 0.10% | Add +21.2% | 48,719 | $64.2M |
| Thornburg Investment Management Inc. | 0.82% | New | 47,636 | $62.8M |
| Retirement Systems of Alabama | 0.20% | Reduce -0.1% | 46,236 | $60.9M |
| New York State Teachers Retirement System | 0.11% | Reduce -0.0% | 44,586 | $58.8M |
| Capital International, Inc. | 0.46% | Add +12.2% | 43,920 | $57.9M |
| Aviva PLC | 0.10% | Add +2.7% | 42,996 | $56.7M |
| Artemis Investment Management LLP | 0.69% | Reduce -1.9% | 42,074 | $55.5M |
| Mar Vista Investment Partners LLC | 4.82% | Reduce -8.0% | 42,049 | $55.4M |
| EULAV Asset Management | 1.27% | Reduce -2.6% | 41,557 | $54.8M |
"% of holder's portfolio" is TDG's weight in each manager's 13F, not the share of Transdigm Group Inc. the manager owns.