Ranked by reported Q1 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 | 5.5M | $6.37B | -16.0% | 9.730% | 1.49% |
| 2 | Capital World Investors | 4.7M | $5.41B | +18.0% | 8.263% | 0.74% |
| 3 | BlackRock, Inc. | 4.6M | $5.33B | +7.0% | 8.148% | 0.09% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $4.25B | — | 6.498% | 0.11% |
| 5 | Capital Research Global Investors | 3.1M | $3.64B | +26.9% | 5.566% | 0.57% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $2.98B | — | 4.556% | 0.16% |
| 7 | STATE STREET CORP | 2.5M | $2.92B | +2.5% | 4.456% | 0.10% |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 2.0M | $2.33B | -7.0% | 3.566% | 1.25% |
| 9 | FMR LLC | 1.4M | $1.57B | -16.1% | 2.406% | 0.08% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $1.47B | +3.6% | 2.260% | 0.09% |
| 11 | ALTAROCK PARTNERS LLC | 909K | $1.05B | -6.2% | 1.610% | 25.54% |
| 12 | MORGAN STANLEY | 894K | $1.04B | +4.9% | 1.583% | 0.06% |
| 13 | Soroban Capital Partners LP | 856K | $992.3M | +14.5% | 1.516% | 1.92% |
| 14 | EDGEWOOD MANAGEMENT LLC | 618K | $715.7M | +6.2% | 1.093% | 4.62% |
| 15 | UBS Group AG | 572K | $662.4M | +8.8% | 1.012% | 0.10% |
| 16 | WINDACRE PARTNERSHIP LLC | 510K | $590.6M | -10.0% | 0.902% | 6.32% |
| 17 | NORTHERN TRUST CORP | 456K | $528.3M | -1.0% | 0.807% | 0.07% |
| 18 | Invesco Ltd. | 435K | $503.7M | +1.6% | 0.769% | 0.08% |
| 19 | Stockbridge Partners LLC | 434K | $503.3M | 0.0% | 0.769% | 12.16% |
| 20 | PRIMECAP MANAGEMENT CO/CA/ | 410K | $475.4M | 0.0% | 0.726% | 0.37% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 410K | $475.4M | +3.4% | 0.726% | 0.07% |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 360K | $416.8M | +24.1% | 0.637% | 0.09% |
| 23 | Bank of New York Mellon Corp | 321K | $371.7M | -0.3% | 0.568% | 0.07% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 319K | $369.7M | — | 0.565% | 0.09% |
| 25 | BANK OF AMERICA CORP /DE/ | 296K | $343.1M | +1.3% | 0.524% | 0.03% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,084 | 2.2% | 82.91% | 14.73 pp | $58.81B | 15% |
| Q4 2025 | 1,108 | +7.1% | 97.64% | +0.35 pp | $69.26B | +0.4% |
| Q3 2025 | 1,035 | 4.8% | 97.29% | 14.75 pp | $69.01B | 13% |
| Q2 2025 | 1,087 | +3.3% | 112.04% | +12.29 pp | $79.47B | +12% |
| Q1 2025 | 1,052 | +5.0% | 99.75% | +7.16 pp | $70.75B | +7.7% |
| Q4 2024 | 1,002 | +0.7% | 92.59% | 7.00 pp | $65.68B | 7.0% |
| Q3 2024 | 995 | +2.4% | 99.59% | +7.00 pp | $70.65B | +7.6% |
| Q2 2024 | 972 | — | 92.59% | — | $65.68B | — |
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 Q1 2026 13F filings, institutional ownership of TransDigm Group Incorporated stands at 82.9%, held across 1,084 reporting institutions.
Capital International Investors is the largest reported institutional holder of TDG, with approximately 5,494,695 shares worth $6.37B as of Q1 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 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
132 institutions opened new positions in TDG during Q1 2026, while 156 fully exited. 176 added to existing positions and 773 trimmed.
TDG institutional ownership fell by 14.73 percentage points quarter-over-quarter, with a net change of -24 holders.
The top 10 institutions account for 61.7% of all reported 13F value in TDG, and the top 25 account for 77.1%.
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