TDG — TRANSDIGM GROUP INC
Index member: S&P 500
As of Q2 2026, 49 SEC-registered investment managers reported holding TDG (TRANSDIGM GROUP INC) in their latest 13F filings, with a combined reported value of $32.70B across 25.14M shares. That is +5.6% by share count (+1.33M shares) versus the previous quarter, while reported value moved +21.6%. Ownership is concentrated: the five largest holders account for 62.1% of reported value and the top ten for 79.4%.
Compared with the prior quarter, 3 opened new positions, 24 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TDG is a constituent of the S&P 500 and is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 6.80M | $9.04B | 0.13% | Hold |
| BlackRock Inc history | Q2 2026 | 4.87M | $6.49B | 0.10% | Add |
| Capital World Investors history | Q2 2026 | 4.27M | $5.69B | 0.71% | Reduce |
| Capital Research Global Investors history | Q2 2026 | 3.12M | $4.16B | 0.61% | Reduce |
| Principal Global Investors history | Q2 2026 | 1.71M | $2.28B | 1.12% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.29M | $1.71B | 0.09% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.09M | $1.45B | 0.07% | Reduce |
| Morgan Stanley history | Q2 2026 | 872.56K | $1.16B | 0.07% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 835.11K | $1.11B | 0.13% | New |
| Tiger Global Management history | Q3 2021 | 1.76M | $1.10B | 2.22% | New |
| Norges Bank Investment Management history | Q2 2026 | 781.73K | $1.04B | 0.10% | Add |
| UBS Group AG history | Q2 2026 | 670.44K | $893.05M | 0.12% | Add |
| Invesco Ltd history | Q2 2026 | 479.55K | $638.78M | 0.05% | Add |
| Northern Trust Corp history | Q2 2026 | 467.54K | $622.79M | 0.07% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 442.90K | $589.97M | 0.08% | Add |
| Manulife Financial history | Q2 2026 | 392.45K | $522.75M | 0.42% | Add |
| Goldman Sachs Group history | Q2 2026 | 349.91K | $466.09M | 0.04% | Add |
| BNY Mellon history | Q2 2026 | 318.75K | $424.59M | 0.07% | Reduce |
| Bank of America Corp history | Q2 2026 | 286.32K | $381.40M | 0.03% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 267.28K | $356.02M | 0.07% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 835.11K sh · $1.11B
- Two Sigma Investments 46.51K sh · $61.96M
- Lazard Asset Management 436 sh · $580.77K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 7.90K sh · $9.16M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.92M | 4.09M | 4.18M | 4.26M | 4.20M | 4.30M | 4.60M | 4.87M |
| Capital World Investors | 848.64K | 821.48K | 820.91K | 804.97K | 867.07K | 876.29K | 1.87M | 2.21M | 2.97M | 3.09M | 3.54M | 3.54M | 3.64M | 3.79M | 3.93M | 3.97M | 3.94M | 3.95M | 4.67M | 4.27M |
| Capital Research Global Investors | 1.01M | 1.01M | 931.42K | 1.35M | 1.44M | 1.52M | 1.98M | 1.99M | 1.98M | 1.94M | 1.97M | 2.02M | 1.82M | 1.91M | 1.84M | 2.00M | 2.21M | 2.48M | 3.14M | 3.12M |
| Principal Global Investors | 2.90M | 2.93M | 3.08M | 3.26M | 3.30M | 3.12M | 2.83M | 2.60M | 2.48M | 2.37M | 2.21M | 2.00M | 1.94M | 2.13M | 2.10M | 2.01M | 2.38M | 2.17M | 2.01M | 1.71M |
| Geode Capital Management | 907.30K | 933.19K | 987.57K | 995.67K | 1.01M | 1.04M | 1.06M | 1.10M | 1.17M | 1.21M | 1.25M | 1.11M | 1.13M | 1.29M | 1.20M | 1.21M | 1.23M | 1.23M | 1.28M | 1.29M |
| Fidelity Management & Research (FMR) | 904.06K | 368.21K | 524.10K | 383.93K | 406.47K | 422.28K | 1.34M | 1.51M | 1.65M | 1.83M | 1.88M | 1.88M | 1.92M | 1.93M | 1.91M | 1.87M | 2.28M | 1.62M | 1.36M | 1.09M |
| Morgan Stanley | 245.09K | 231.87K | 243.88K | 581.55K | 582.51K | 640.70K | 639.38K | 645.14K | 650.13K | 1.03M | 1.08M | 1.09M | 1.27M | 1.44M | 1.42M | 947.27K | 883.90K | 852.24K | 893.74K | 872.56K |
| JPMorgan Chase & Co | 55.85K | 57.12K | 1.50K | 63.84K | 69.88K | 91.42K | 89.11K | 758.09K | 1.11M | 1.48M | 1.67M | 300 | 2.00M | 2.20M | 1.99M | 800 | 1.26M | 400 | — | 835.11K |
| Norges Bank Investment Management | — | — | — | — | — | 287.18K | — | — | — | 781.75K | — | 836.52K | — | 768.07K | — | 838.49K | — | 771.21K | — | 781.73K |
| UBS Group AG | 29.34K | 34.65K | 32.32K | 30.69K | 29.18K | 30.36K | 37.09K | 75.02K | 33.31K | 36.43K | 185.06K | 228.05K | 238.08K | 318.50K | 350.41K | 559.30K | 523.29K | 525.46K | 571.52K | 670.44K |
| Invesco Ltd | 314.10K | 302.90K | 260.88K | 272.18K | 309.57K | 303.34K | 483.42K | 540.64K | 565.22K | 692.21K | 655.57K | 654.63K | 528.68K | 501.72K | 465.84K | 485.62K | 421.88K | 427.97K | 434.59K | 479.55K |
| Northern Trust Corp | 576.42K | 574.06K | 558.50K | 528.07K | 512.73K | 505.52K | 500.89K | 485.52K | 516.05K | 498.93K | 471.45K | 460.98K | 450.12K | 489.71K | 472.99K | 477.03K | 468.94K | 460.27K | 455.84K | 467.54K |
| Charles Schwab Investment Management | 260.23K | 267.86K | 277.73K | 277.64K | 280.88K | 289.68K | 294.31K | 296.24K | 312.80K | 320.18K | 329.43K | 333.62K | 338.11K | 350.25K | 364.96K | 372.86K | 388.13K | 396.58K | 410.19K | 442.90K |
| Manulife Financial | 155.88K | 67.37K | 37.96K | 38.37K | 38.32K | 37.34K | 36.49K | 43.97K | 41.75K | 41.06K | 36.74K | 38.01K | 37.90K | 38.27K | 38.09K | 36.88K | 37.52K | 37.02K | 190.15K | 392.45K |
| Goldman Sachs Group | 184.82K | 176.77K | 191.42K | 131.38K | 135.84K | 133.84K | 143.70K | 158.25K | 141.80K | 151.17K | 180.07K | 221.55K | 233.23K | 206.78K | 273.92K | 298.46K | 332.29K | 292.99K | 282.12K | 349.91K |
| BNY Mellon | 355.13K | 349.82K | 390.52K | 363.70K | 361.46K | 356.39K | 346.81K | 344.23K | 344.15K | 333.85K | 319.74K | 320.77K | 313.30K | 298.88K | 308.81K | 293.44K | 272.63K | 321.61K | 320.71K | 318.75K |
| Bank of America Corp | 294.56K | 312.88K | 313.95K | 400.07K | 404.47K | 355.58K | 419.33K | 372.12K | 350.46K | 335.04K | 356.65K | 337.16K | 353.88K | 334.55K | 352.62K | 359.56K | 357.07K | 292.32K | 296.03K | 286.32K |
| Legal & General Investment Management America | 324.78K | 305.89K | 321.00K | 326.07K | 303.68K | 285.64K | 293.41K | 296.49K | 282.57K | 359.88K | 352.79K | 365.75K | 357.27K | 293.75K | 298.49K | 300.45K | 313.60K | 309.79K | 282.59K | 267.28K |
| Temasek Holdings | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 145.54K | 218.88K | 228.12K |
| Wells Fargo & Co | 209.81K | 202.84K | 214.59K | 201.33K | 192.98K | 192.35K | 169.96K | 176.18K | 163.19K | 175.15K | 172.61K | 177.69K | 164.45K | 169.17K | 178.82K | 183.72K | 187.90K | 146.04K | 149.97K | 183.67K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details