TransDigm Group Incorporated (TDG)
What changed in recent filings
- Power And Control segment 50% → 54%Jun 30, 2024 → Mar 31, 2026
- Institutions — 5 new · 1 added · 5 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding TransDigm Group Incorporated
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 11 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold TransDigm Group Incorporated
Institutions we track that reported holding this stock in their most recent 13F.
- Point72 Asset Managementunder 0.01% of portfolio · since 2025 Q3
- Tudor Investment Corp0.06% of portfolio · since 2025 Q4
- Lone Pine Capital0.23% of portfolio · since 2025 Q4
- Bridgewater Associates0.01% of portfolio · since 2025 Q4
- Temasek Holdings (Singapore)0.73% of portfolio · since 2025 Q4
- Third Point LLC2.25% of portfolio · since 2026 Q1
- Blackstone0.04% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.32% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.12% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management0.44% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.67% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm has three segments: power and control, airframes, and a small nonaviation segment, which serves mostly off-road vehicles and mining equipment. It is an acquisitive holding company focused on buying up smaller firms that make proprietary aerospace products with substantial aftermarket revenue. TransDigm regularly employs financial leverage to amplify its operating results.
What is the Defense & Aerospace sector?
Defense, aerospace, and government contracts. Benefits from geopolitical tension.
TransDigm Group Incorporated is classified under the Defense & Aerospace sector. See peers below.
TDG segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding TransDigm Group Incorporated
Per SEC N-PORT · 2026-06-30 · by weight · factual
TDG on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Defense & Aerospace average
Peers · Defense & Aerospace
TDG FAQ
What is TransDigm Group Incorporated (TDG)?
TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm has three segments: power and control, airframes, and a small nonaviation segment, which serves mostly off-road vehicles and mining equipment. It is an acquisitive holding company focused on buying up smaller firms that make proprietary aerospace products with substantial aftermarket revenue. TransDigm regularly employs financial leverage to amplify its operating results.
What sector is TransDigm Group Incorporated in?
TransDigm Group Incorporated is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.
Where can I analyze TransDigm Group Incorporated (TDG) stock?
On Stocklore you can see TDG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.