Transdigm GroupTDG
13F holders, Q4 2025 (December 31)1,133holders +60
113new positions
100sold out
11famous investors
$1329.54avg. 13F price*
At the end of Q4 2025, 1,133 institutions reported holding Transdigm Group Inc. (TDG) in their 13F filings, up 60 from Q3 2025. 113 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($9.0B), Capital International Investors ($8.7B) and BlackRock, Inc. ($5.7B). 11 famous investors held it, including Steve Cohen (0.6% of Point72 Asset Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Stephen Mandel (0.2% of Lone Pine Capital's portfolio).
- Company
- Transdigm Group Inc.
- Sector
- Industrials
- CUSIP
- 893641100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $834.9M |
| Exits | 100 | $203.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,347,219 shares bought and 3,062,825 shares sold, net −715,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,133 holders
| Vanguard Group Inc. | 0.13% | Reduce -0.2% | 6,799,539 | $9.0B |
| Capital International Investors | 1.37% | Add +0.8% | 6,544,423 | $8.7B |
| BlackRock, Inc. | 0.10% | Add +2.4% | 4,298,292 | $5.7B |
| Capital World Investors | 0.72% | Add +0.4% | 3,954,512 | $5.3B |
| Capital Research Global Investors | 0.61% | Add +12.2% | 2,476,661 | $3.3B |
| State Street Corp. | 0.11% | Add +2.8% | 2,456,186 | $3.3B |
| Principal Financial Group Inc. | 1.47% | Reduce -9.0% | 2,166,523 | $2.9B |
| FMR LLC | 0.11% | Reduce -29.1% | 1,619,293 | $2.2B |
| Geode Capital Management, LLC | 0.10% | Reduce -0.0% | 1,231,871 | $1.6B |
| JPMorgan Chase & Co. | 0.09% | Reduce -21.3% | 993,009 | $1.3B |
| Altarock Partners LP | 25.28% | Reduce -0.7% | 969,400 | $1.3B |
| Morgan Stanley | 0.07% | Reduce -3.6% | 852,237 | $1.1B |
| Norges Bank | 0.11% | — | 771,208 | $1.0B |
| T. Rowe Price Associates Inc. | 0.11% | Reduce -0.3% | 746,559 | $992.8M |
| Soroban Capital Partners LP | 7.21% | Add +28.7% | 747,970 | $985.8M |
| Edgewood Management LLC | 3.68% | Reduce -8.7% | 581,412 | $773.2M |
| Windacre Partnership LLC | 8.07% | Reduce -7.6% | 566,100 | $752.8M |
| UBS Group AG | 0.12% | Add +0.5% | 464,509 | $617.7M |
| Northern Trust Corp. | 0.08% | Reduce -1.9% | 460,269 | $612.1M |
| Stockbridge Partners LLC | 12.71% | Reduce -17.3% | 434,280 | $577.5M |
| Invesco Ltd. | 0.05% | Add +1.4% | 427,968 | $569.1M |
| Primecap Management Co. | 0.41% | Reduce -29.9% | 410,217 | $545.5M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +2.2% | 396,578 | $527.4M |
| Franklin Resources Inc. | 0.12% | Reduce -20.8% | 376,593 | $500.8M |
| Bank of New York Mellon Corp | 0.08% | Add +18.1% | 321,608 | $427.7M |
| Legal & General Group Plc | 0.09% | Reduce -1.2% | 309,790 | $412.0M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -11.8% | 293,092 | $389.8M |
| Bank of America Corp. | 0.03% | Reduce -18.1% | 292,323 | $388.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +4.7% | 289,814 | $385.4M |
| Point72 Asset Management | 0.55% | Add +50456.2% | 252,781 | $336.2M |
| Vulcan Value Partners, LLC | 5.77% | Reduce -3.6% | 240,620 | $320.0M |
| Canada Pension Plan Investment Board | 0.21% | Add +4.1% | 230,999 | $307.2M |
| Nuveen, LLC | 0.08% | Reduce -14.1% | 215,810 | $287.0M |
| Darsana Capital Partners LP | 5.30% | No change | 200,000 | $266.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Reduce -2.5% | 196,768 | $261.7M |
| CIBC Private Wealth Group LLC | 0.43% | Add +9.6% | 191,421 | $254.6M |
| Heard Capital LLC | 10.65% | Add +8.9% | 170,629 | $226.9M |
| Blair William & Co. | 0.61% | Reduce -1.4% | 170,230 | $226.4M |
| Citadel Advisors | 0.16% | Add +1031.3% | 169,018 | $224.8M |
| Alkeon Capital Management LLC | 0.96% | Reduce -15.3% | 165,611 | $220.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.3% | 154,950 | $206.0M |
| Swiss National Bank | 0.12% | Reduce -4.9% | 153,910 | $204.7M |
| Ameriprise Financial Inc. | 0.05% | Add +0.3% | 151,702 | $201.7M |
| DF Dent & Co. Inc. | 2.87% | Reduce -9.9% | 149,748 | $199.1M |
| Wells Fargo & Company | 0.04% | Reduce -22.3% | 146,043 | $194.2M |
| Temasek Holdings (Private) Ltd | 0.62% | New | 145,538 | $193.5M |
| Veritas Asset Management LLP | 1.93% | New | 141,842 | $188.6M |
| Deutsche Bank AG | 0.06% | Add +11.8% | 138,108 | $183.7M |
| National Pension Service | 0.13% | Reduce -18.5% | 132,680 | $176.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.11% | Add +6.5% | 121,215 | $164.7M |
| Skye Global Management LP | 3.22% | No change | 120,000 | $159.6M |
| Bristol John W & Co. Inc. | 2.27% | Add +25.2% | 110,765 | $147.3M |
| Triple Frond Partners LLC | 14.36% | Add +82.4% | 103,894 | $138.2M |
| Sands Capital Management, LLC | 0.42% | Add +10.6% | 103,179 | $137.2M |
| Douglass Winthrop Advisors, LLC | 2.37% | Reduce -2.4% | 101,839 | $135.4M |
| Rhumbline Advisers | 0.11% | Reduce -0.8% | 100,494 | $133.6M |
| King Luther Capital Management Corp. | 0.54% | Add +8.5% | 99,662 | $132.5M |
| US Bancorp \de | 0.15% | Add +0.4% | 99,121 | $131.8M |
| Barclays PLC | 0.05% | Reduce -29.8% | 98,133 | $130.5M |
| Brown Advisory Inc. | 0.18% | Reduce -21.8% | 97,112 | $129.1M |
| Russell Investments Group, Ltd. | 0.14% | Add +22.4% | 97,093 | $129.1M |
| California Public Employees Retirement System | 0.07% | Reduce -0.4% | 95,573 | $127.1M |
| California State Teachers Retirement System | 0.13% | Reduce -0.0% | 95,138 | $126.5M |
| Citigroup Inc. | 0.08% | Reduce -7.3% | 92,263 | $122.7M |
| HSBC Holdings PLC | 0.07% | Reduce -5.5% | 88,888 | $118.2M |
| Atalan Capital Partners, LP | 8.29% | Reduce -5.5% | 87,650 | $116.6M |
| BNP Paribas Financial Markets | 0.07% | Reduce -2.3% | 84,858 | $112.8M |
| Douglas Lane & Associates, LLC | 1.50% | Reduce -0.6% | 82,048 | $109.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -2.3% | 81,049 | $107.8M |
| Baron Capital (BAMCO) | 0.28% | Reduce -5.3% | 77,799 | $103.5M |
| State of Michigan Retirement System | 0.49% | Reduce -0.5% | 75,792 | $100.8M |
| Royal Bank of Canada | 0.02% | Reduce -12.3% | 75,648 | $100.6M |
| Amundi | 0.03% | Add +8.0% | 74,058 | $98.5M |
| Hudson Way Capital Management LLC | 7.75% | Add +6.6% | 73,303 | $97.5M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.5% | 72,171 | $96.0M |
| Corient Private Wealth LP | 0.13% | Add +2.2% | 69,286 | $92.1M |
| PFA Pension, Forsikringsaktieselskab | 0.26% | — | 68,351 | $90.0M |
| Argent Capital Management LLC | 2.45% | Reduce -3.1% | 64,826 | $86.2M |
| Intermede Investment Partners Ltd | 3.53% | Reduce -4.7% | 64,676 | $86.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -13.7% | 63,723 | $84.7M |
| New York State Common Retirement Fund | 0.11% | Reduce -1.5% | 61,988 | $82.4M |
| Schroder Investment Management Group | 0.06% | Reduce -2.7% | 59,662 | $79.3M |
| Federated Hermes, Inc. | 0.13% | Reduce -1.2% | 59,336 | $78.9M |
| Blacksheep Fund Management Ltd | 31.61% | Add +53.0% | 58,464 | $77.7M |
| Bank of Montreal | 0.03% | Reduce -35.9% | 58,014 | $77.1M |
| Chicago Capital, LLC | 1.88% | Add +5.3% | 57,377 | $76.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.8% | 56,731 | $75.4M |
| Holocene Advisors, LP | 0.16% | Add +51.6% | 56,221 | $74.8M |
| Focus Partners Wealth | 0.08% | Add +6.0% | 51,662 | $68.7M |
| State Board of Administration of Florida Retirement System | 0.12% | Reduce -2.8% | 51,617 | $68.6M |
| Danske Bank A/S | 0.16% | Reduce -28.0% | 51,175 | $68.1M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Add +4.3% | 50,994 | $67.8M |
| Stifel Financial Corp. | 0.06% | Reduce -6.3% | 49,646 | $66.0M |
| Thornburg Investment Management Inc. | 0.80% | No change | 47,636 | $63.3M |
| SG Americas Securities, LLC | 0.08% | Add +1830.0% | 47,072 | $62.6M |
| Squarepoint Ops LLC | 0.13% | Reduce -8.1% | 46,641 | $62.0M |
| Marshall Wace, LLP | 0.06% | New | 46,585 | $62.0M |
| First Trust Advisors LP | 0.04% | Add +49.1% | 46,334 | $61.6M |
| Retirement Systems of Alabama | 0.20% | Reduce -0.1% | 46,196 | $61.4M |
| Aviva PLC | 0.10% | Add +5.8% | 45,480 | $60.5M |
"% of holder's portfolio" is TDG's weight in each manager's 13F, not the share of Transdigm Group Inc. the manager owns.