TransDigm Group INC (TDG) — Institutional Holders, Q2 2026
1,149 institutional investment managers reported a TDG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $69.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TDG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Select Equity Group, L.P.Added · +305,287 sh+$406.7M
- BlackRockAdded · +270,253 sh+$360.0M
- MANUFACTURERS LIFE INSURANCE COMPANY, THEAdded · +202,300 sh+$269.5M
- WINDACRE PARTNERSHIPAdded · +174,500 sh+$232.4M
- UBS Group AGAdded · +97,018 sh+$129.2M
Biggest sellers
- Capital International InvestorsTrimmed · -432,013 sh-$575.5M
- Capital World InvestorsTrimmed · -392,382 sh-$522.7M
- EDGEWOOD MANAGEMENTTrimmed · -339,261 sh-$451.9M
- PRINCIPAL FINANCIAL GROUPTrimmed · -304,655 sh-$405.8M
- FMRTrimmed · -267,005 sh-$355.7M
TDG 13F holders ranked 1–100 of 1,149
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Capital International Investors#1 · 5,062,682 sh | 5,062,682 | $6.7B | 1.39% | -7.9% |
| 2 | BlackRock#2 · 4,871,505 sh | 4,871,505 | $6.5B | 0.10% | +5.9% |
| 3 | Capital World Investors#3 · 4,274,109 sh | 4,274,109 | $5.7B | 0.67% | -8.4% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 3,653,511 sh | 3,653,511 | $4.9B | 0.10% | -0.4% |
| 5 | Capital Research Global Investors#5 · 3,119,490 sh | 3,119,490 | $4.2B | 0.58% | -0.8% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT#6 · 2,580,994 sh | 2,580,994 | $3.4B | 0.15% | +0.3% |
| 7 | STATE STREET#7 · 2,559,096 sh | 2,559,096 | $3.4B | 0.10% | +1.7% |
| 8 | PRINCIPAL FINANCIAL GROUP#8 · 1,709,129 sh | 1,709,129 | $2.3B | 1.12% | -15.1% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 1,286,385 sh | 1,286,385 | $1.7B | 0.09% | +0.8% |
| 10 | FMR#10 · 1,091,534 sh | 1,091,534 | $1.5B | 0.06% | -19.7% |
| 11 | Soroban Capital Partners#11 · 898,197 sh | 898,197 | $1.2B | 2.50% | +4.9% |
| 12 | ALTAROCK PARTNERS#12 · 875,755 sh | 875,755 | $1.2B | 27.51% | -3.7% |
| 13 | MORGAN STANLEY#13 · 872,559 sh | 872,559 | $1.2B | 0.06% | -2.4% |
| 14 | JPMORGAN CHASE#14 · 835,113 sh | 835,113 | $1.1B | 0.06% | -7.0% |
| 15 | NORGES BANK#15 · 781,731 sh | 781,731 | $1.0B | 0.10% | — |
| 16 | WINDACRE PARTNERSHIP#16 · 684,100 sh | 684,100 | $911.2M | 9.01% | +34.2% |
| 17 | UBS Group AG#17 · 606,686 sh | 606,686 | $808.1M | 0.10% | +19.0% |
| 18 | PRICE T ROWE ASSOCIATES#18 · 574,438 sh | 574,438 | $765.2M | 0.08% | -3.1% |
| 19 | Invesco Ltd.#19 · 479,551 sh | 479,551 | $638.8M | 0.05% | +10.3% |
| 20 | NORTHERN#20 · 467,543 sh | 467,543 | $622.8M | 0.07% | +2.6% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 442,904 sh | 442,904 | $590.0M | 0.08% | +8.0% |
| 22 | Stockbridge Partners#22 · 434,281 sh | 434,281 | $578.5M | 12.17% | 0.0% |
| 23 | PRIMECAP MANAGEMENT#23 · 410,217 sh | 410,217 | $546.4M | 0.32% | 0.0% |
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#24 · 392,447 sh | 392,447 | $522.8M | 0.41% | +106.4% |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#25 · 354,105 sh | 354,105 | $471.7M | 0.09% | -1.5% |
| 26 | Select Equity Group, L.P.#26 · 353,230 sh | 353,230 | $470.5M | 2.33% | +636.8% |
| 27 | GOLDMAN SACHS GROUP#27 · 349,906 sh | 349,906 | $466.1M | 0.04% | +24.0% |
| 28 | Bank of New York Mellon#28 · 318,749 sh | 318,749 | $424.6M | 0.07% | -0.6% |
| 29 | VANGUARD FIDUCIARY#29 · 317,808 sh | 317,808 | $423.3M | 0.09% | -0.4% |
| 30 | BANK OF AMERICA#30 · 286,324 sh | 286,324 | $381.4M | 0.02% | -3.3% |
| 31 | EDGEWOOD MANAGEMENT#31 · 278,240 sh | 278,240 | $370.6M | 3.82% | -54.9% |
| 32 | Legal & General Group Plc#32 · 267,276 sh | 267,276 | $356.0M | 0.07% | -5.4% |
| 33 | CIBC Bancorp USA#33 · 233,167 sh | 233,167 | $310.6M | 0.38% | +15.7% |
| 34 | Temasek (Private) Ltd#34 · 203,419 sh | 203,419 | $271.0M | 0.73% | -7.1% |
| 35 | Heard Capital#35 · 186,289 sh | 186,289 | $248.1M | 10.62% | +4.3% |
| 36 | WELLS FARGO & COMPANY#36 · 183,673 sh | 183,673 | $244.7M | 0.04% | +22.5% |
| 37 | Sumitomo Mitsui#37 · 181,405 sh | 181,405 | $241.6M | 0.14% | +0.7% |
| 38 | DEUTSCHE BANK AG\#38 · 174,808 sh | 174,808 | $232.9M | 0.07% | -9.3% |
| 39 | DIMENSIONAL FUND ADVISORS#39 · 173,772 sh | 173,772 | $231.5M | 0.04% | +7.5% |
| 40 | Vulcan Value Partners#40 · 170,429 sh | 170,429 | $227.0M | 6.91% | -7.5% |
| 41 | Nuveen#41 · 167,347 sh | 167,347 | $222.9M | 0.05% | +19.9% |
| 42 | BLAIR WILLIAM#42 · 164,960 sh | 164,960 | $219.7M | 0.57% | -0.8% |
| 43 | Swiss National Bank#43 · 159,280 sh | 159,280 | $212.2M | 0.11% | -3.6% |
| 44 | CANADA PENSION PLAN INVESTMENT BOARD#44 · 158,357 sh | 158,357 | $210.9M | 0.12% | -21.4% |
| 45 | ALKEON CAPITAL MANAGEMENT#45 · 149,078 sh | 149,078 | $198.6M | 0.27% | 0.0% |
| 46 | Mitsubishi UFJ Asset Management , Ltd.#46 · 144,880 sh | 144,880 | $193.0M | 0.11% | +10.3% |
| 47 | BANK OF MONTREAL#47 · 142,184 sh | 142,184 | $189.4M | 0.06% | +18.9% |
| 48 | Veritas Asset Management LLP#48 · 137,969 sh | 137,969 | $183.8M | 3.31% | +3.0% |
| 49 | National Pension Service#49 · 135,233 sh | 135,233 | $180.1M | 0.12% | +3.8% |
| 50 | CITIGROUP#50 · 129,926 sh | 129,926 | $173.1M | 0.06% | -9.9% |
| 51 | FRANKLIN RESOURCES#51 · 122,664 sh | 122,664 | $163.4M | 0.04% | -14.5% |
| 52 | Vanguard Global Advisers#52 · 120,366 sh | 120,366 | $160.3M | 0.07% | -2.2% |
| 53 | Skye Global Management#53 · 120,000 sh | 120,000 | $159.8M | 3.11% | +1.7% |
| 54 | DF DENT#54 · 111,941 sh | 111,941 | $149.1M | 2.83% | -8.8% |
| 55 | BRISTOL JOHN W#55 · 108,456 sh | 108,456 | $144.5M | 2.14% | -1.0% |
| 56 | VANGUARD ASSET MANAGEMENT, Ltd#56 · 106,903 sh | 106,903 | $142.4M | 0.10% | +12.8% |
| 57 | Triple Frond Partners#57 · 106,544 sh | 106,544 | $141.9M | 12.67% | 0.0% |
| 58 | AMERIPRISE FINANCIAL#58 · 105,396 sh | 105,396 | $140.4M | 0.03% | -26.7% |
| 59 | Douglass Winthrop Advisors#59 · 105,306 sh | 105,306 | $140.3M | 2.42% | +2.4% |
| 60 | Amundi#60 · 102,747 sh | 102,747 | $136.9M | 0.03% | +8.6% |
| 61 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#61 · 95,459 sh | 95,459 | $127.2M | 0.07% | +2.7% |
| 62 | CITADEL ADVISORS#62 · 95,123 sh | 95,123 | $126.7M | 0.01% | +5.4% |
| 63 | KING LUTHER CAPITAL MANAGEMENT#63 · 94,221 sh | 94,221 | $125.5M | 0.51% | -13.1% |
| 64 | RHUMBLINE ADVISERS#64 · 92,555 sh | 92,555 | $123.3M | 0.09% | -5.4% |
| 65 | HSBC PLC#65 · 91,325 sh | 91,325 | $121.4M | 0.05% | +10.0% |
| 66 | SANDS CAPITAL MANAGEMENT#66 · 89,669 sh | 89,669 | $119.4M | 0.44% | -5.0% |
| 67 | PNC FINANCIAL SERVICES GROUP#67 · 87,645 sh | 87,645 | $116.7M | 0.06% | +0.7% |
| 68 | Atalan Capital Partners#68 · 87,530 sh | 87,530 | $116.6M | 7.15% | +3.6% |
| 69 | BNP PARIBAS FINANCIAL MARKETS#69 · 86,048 sh | 86,048 | $114.6M | 0.04% | +5.7% |
| 70 | Douglas Lane & Associates#70 · 83,069 sh | 83,069 | $110.7M | — | +1.1% |
| 71 | Russell Investments Group, Ltd.#71 · 82,776 sh | 82,776 | $110.3M | 0.10% | -1.5% |
| 72 | US BANCORP \DE\#72 · 79,707 sh | 79,707 | $106.2M | 0.12% | -14.6% |
| 73 | Third Point#73 · 79,000 sh | 79,000 | $105.2M | 2.25% | +216.0% |
| 74 | BAMCO#74 · 78,501 sh | 78,501 | $104.6M | 0.16% | -0.2% |
| 75 | RAYMOND JAMES FINANCIAL#75 · 78,373 sh | 78,373 | $104.4M | 0.03% | +0.2% |
| 76 | ARGENT CAPITAL MANAGEMENT#76 · 66,590 sh | 66,590 | $88.7M | — | -11.5% |
| 77 | Corient Private Wealth#77 · 64,302 sh | 64,302 | $85.7M | 0.12% | -5.7% |
| 78 | BARCLAYS PLC#78 · 64,282 sh | 64,282 | $85.6M | 0.02% | -40.1% |
| 79 | CAT ROCK CAPITAL MANAGEMENT#79 · 63,339 sh | 63,339 | $84.4M | 19.57% | +37.4% |
| 80 | ENVESTNET ASSET MANAGEMENT#80 · 61,513 sh | 61,513 | $81.9M | 0.02% | -7.5% |
| 81 | NEW YORK STATE COMMON RETIREMENT FUND#81 · 59,988 sh | 59,988 | $79.9M | 0.10% | -4.8% |
| 82 | Focus Partners Wealth#82 · 56,568 sh | 56,568 | $75.4M | 0.08% | +3.1% |
| 83 | East Coast Asset Management#83 · 53,209 sh | 53,209 | $70.9M | 11.36% | +0.7% |
| 84 | Chicago Capital#84 · 53,084 sh | 53,084 | $70.7M | — | +0.2% |
| 85 | ROYAL BANK OF CANADA#85 · 53,052 sh | 53,052 | $70.7M | 0.01% | +6.8% |
| 86 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#86 · 50,812 sh | 50,812 | $67.7M | 1.27% | +15.9% |
| 87 | ALLIANCEBERNSTEIN L.P.#87 · 58,222 sh | 58,222 | $67.5M | 0.02% | +4.2% |
| 88 | Hudson Way Capital Management#88 · 50,410 sh | 50,410 | $67.1M | 5.99% | +2.1% |
| 89 | ADAGE CAPITAL PARTNERS GP, L.L.C.#89 · 49,894 sh | 49,894 | $66.5M | 0.09% | -1.4% |
| 90 | SCHRODER INVESTMENT MANAGEMENT GROUP#90 · 49,697 sh | 49,697 | $66.2M | 0.05% | +0.5% |
| 91 | Holocene Advisors#91 · 49,202 sh | 49,202 | $65.5M | 0.15% | +104.2% |
| 92 | DANSKE BANK A/S#92 · 48,972 sh | 48,972 | $65.2M | 0.13% | -1.0% |
| 93 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#93 · 48,683 sh | 48,683 | $64.8M | 0.11% | -1.8% |
| 94 | AVIVA PLC#94 · 47,791 sh | 47,791 | $63.7M | 0.09% | +2.0% |
| 95 | PFA Pension, Forsikringsaktieselskab#95 · 47,672 sh | 47,672 | $63.5M | 0.16% | -30.2% |
| 96 | Intermede Investment Partners Ltd#96 · 49,681 sh | 49,681 | $62.0M | 2.61% | -19.0% |
| 97 | STOREBRAND ASSET MANAGEMENT AS#97 · 46,523 sh | 46,523 | $62.0M | 0.15% | +6.3% |
| 98 | YCG#98 · 46,242 sh | 46,242 | $61.6M | 5.42% | +53.2% |
| 99 | Retirement Systems of Alabama#99 · 45,966 sh | 45,966 | $61.2M | 0.18% | -0.5% |
| 100 | Blacksheep Fund Management Ltd#100 · 1,332 sh | 1,332 | $60.9M | 19.69% | -97.1% |
Funds that sold out of TDG in Q2 2026 (95)
Held TDG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.