Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in TDG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 5.1M | $6.74B | -7.9% | 9.051% | 1.39% |
| 2 | BlackRock, Inc. | 4.9M | $6.49B | +5.9% | 8.709% | 0.10% |
| 3 | Capital World Investors | 4.3M | $5.69B | -8.4% | 7.641% | 0.67% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $4.87B | -0.4% | 6.532% | 0.10% |
| 5 | Capital Research Global Investors | 3.1M | $4.16B | -0.8% | 5.577% | 0.58% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $3.44B | +0.3% | 4.614% | 0.15% |
| 7 | STATE STREET CORP | 2.6M | $3.41B | +1.7% | 4.575% | 0.05% |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 1.7M | $2.28B | -15.1% | 3.056% | 1.12% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $1.71B | +0.8% | 2.300% | 0.09% |
| 10 | FMR LLC | 1.1M | $1.45B | -19.7% | 1.952% | 0.06% |
| 11 | Soroban Capital Partners LP | 898K | $1.20B | +4.9% | 1.606% | 2.50% |
| 12 | ALTAROCK PARTNERS LP | 876K | $1.17B | -3.7% | 1.566% | 27.51% |
| 13 | MORGAN STANLEY | 873K | $1.16B | -2.4% | 1.560% | 0.06% |
| 14 | JPMORGAN CHASE & CO | 835K | $1.11B | -7.0% | 1.493% | 0.06% |
| 15 | NORGES BANK | 782K | $1.04B | — | 1.398% | 0.10% |
| 16 | WINDACRE PARTNERSHIP LLC | 684K | $911.2M | +34.2% | 1.223% | 9.01% |
| 17 | UBS Group AG | 670K | $893.1M | +17.3% | 1.199% | 0.11% |
| 18 | Invesco Ltd. | 480K | $638.8M | +10.3% | 0.857% | 0.05% |
| 19 | NORTHERN TRUST CORP | 468K | $622.8M | +2.6% | 0.836% | 0.07% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 443K | $590.0M | +8.0% | 0.792% | 0.08% |
| 21 | Stockbridge Partners LLC | 434K | $578.5M | 0.0% | 0.776% | 12.17% |
| 22 | PRIMECAP MANAGEMENT CO/CA/ | 410K | $546.4M | 0.0% | 0.733% | 0.32% |
| 23 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 392K | $522.8M | +106.4% | 0.702% | 0.20% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 354K | $471.7M | -1.5% | 0.633% | 0.09% |
| 25 | Select Equity Group, L.P. | 353K | $470.5M | +636.8% | 0.632% | 2.33% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TDG — a direct measure of their conviction.
Filings activity in TDG during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new TDG position in Q2 2026
Institutions that fully closed their TDG position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,151 | +4.5% | 94.93% | 0.17 pp | $69.09B | +15% |
| Q1 2026 | 1,101 | 1.1% | 95.10% | 1.19 pp | $60.09B | 13% |
| Q4 2025 | 1,113 | +6.2% | 96.29% | 0.64 pp | $69.33B | 0.3% |
| Q3 2025 | 1,048 | 3.6% | 96.93% | +0.11 pp | $69.53B | 13% |
| Q2 2025 | 1,087 | +3.3% | 96.82% | +0.51 pp | $79.47B | +12% |
| Q1 2025 | 1,052 | +5.0% | 96.31% | 0.36 pp | $70.75B | +7.7% |
| Q4 2024 | 1,002 | +0.7% | 96.67% | +5.33 pp | $65.68B | 7.0% |
| Q3 2024 | 995 | — | 91.34% | — | $70.65B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TDG stock.
Based on Q2 2026 13F filings, institutional ownership of TransDigm Group Incorporated stands at 94.9%, held across 1,151 reporting institutions.
Capital International Investors is the largest reported institutional holder of TDG, with approximately 5,062,682 shares worth $6.74B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of TDG.
Our composite Smart Money Score for TDG is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
131 institutions opened new positions in TDG during Q2 2026, while 88 fully exited. 842 added to existing positions and 147 trimmed.
TDG institutional ownership fell by 0.17 percentage points quarter-over-quarter, with a net change of +50 holders.
The top 10 institutions account for 58.2% of all reported 13F value in TDG, and the top 25 account for 75.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TransDigm Group Incorporated (TDG) Institutional Ownership