TDG

Transdigm Group Inc
IndustrialsUSCUSIP 893641100◍ Confluence graph
Tracked 13F Holders
1011
-324 QoQ
13F Value (tracked)
$45.4B
Insider Net · 180d
-$130.9M
0↑ 2↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)24 adding · 20 trimming
Insider net (180d)-$130.9M

Who owns TDG?

1011 tracked 13F filers

1011 tracked 13F filers disclose a position in TDG as of the latest SEC 13F filings, a combined $45.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$5.3B
4.6M
+7.0%
Added · +303K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$4.3B
3.7M
First observed position
No prior filed position
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$3.0B
2.6M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$3.4B
2.6M
+1.7%
Added · +42K sh
Q2 2026
5PRINCIPAL FINANCIAL GROUP INC
$2.3B
2.0M
−7.0%
Reduced · −153K sh
Q1 2026
6FMR LLC
$1.6B
1.4M
−16%
Reduced · −261K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$1.7B
1.3M
+0.8%
Added · +10K sh
Q2 2026
8Curated Wealth Partners LLC
Withheld
984K
3k×
Added · +983K sh
Q2 2026
9JPMORGAN CHASE & CO
$1.0B
898K
−9.6%
Reduced · −95K sh
Q1 2026
10MORGAN STANLEY
$1.0B
894K
+4.9%
Added · +41K sh
Q1 2026
11ALTAROCK PARTNERS LP
$1.2B
876K
−3.7%
Reduced · −33K sh
Q2 2026
12Soroban Capital Partners LP
$992.3M
856K
+14%
Added · +108K sh
Q1 2026
13NORGES BANK
$1.0B
771K
−8.0%
Reduced · −67K sh
Q4 2025
14PRICE T ROWE ASSOCIATES INC /MD/
$686.9M
593K
−21%
Reduced · −154K sh
Q1 2026
15UBS Group AG
$590.7M
510K
+9.7%
Added · +45K sh
Q1 2026
16WINDACRE PARTNERSHIP LLC
$590.6M
510K
−10.0%
Reduced · −57K sh
Q1 2026
17NORTHERN TRUST CORP
$528.3M
456K
−1.0%
Reduced · −4K sh
Q1 2026
18Stockbridge Partners LLC
$503.3M
434K
~0%
Added · +1 sh
Q1 2026
19PRIMECAP MANAGEMENT CO/CA/
$475.4M
410K
Held
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$475.4M
410K
+3.4%
Added · +14K sh
Q1 2026
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$416.8M
360K
+24%
Added · +70K sh
Q1 2026
22Bank of New York Mellon Corp
$371.7M
321K
−0.3%
Reduced · −901 sh
Q1 2026
23VANGUARD FIDUCIARY TRUST CO
$369.7M
319K
First observed position
No prior filed position
Q1 2026
24BANK OF AMERICA CORP /DE/
$343.1M
296K
+1.3%
Added · +4K sh
Q1 2026
25Legal & General Group Plc
$327.5M
283K
−8.8%
Reduced · −27K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TDG being bought or sold by institutions?

Last quarter, 0 funds opened a new position in TDG and 24 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
24
funds
Reduced
20
funds
Exited
0
funds

Funds that own TDG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT637 funds$341.1B
AMAZON.COM INCAMZN637 funds$265.6B
NVIDIA CORPNVDA622 funds$486.7B
ALPHABET INC-CL AGOOGL618 funds$225.8B
META PLATFORMS INC-CLASS AMETA617 funds$139.1B
APPLE INCAAPL608 funds$374.7B
VISA INC-CLASS A SHARESV608 funds$81.8B
BROADCOM INCAVGO601 funds$193.5B
JPMORGAN CHASE & COJPM598 funds$86.6B
MASTERCARD INC - AMA594 funds$71.9B
ALPHABET INC-CL CGOOG590 funds$154.5B
ELI LILLY & COLLY583 funds$106.7B

Ranked by how many of TDG's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$130.9M
2 insiders
Net
-$130.9M
284 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 18, 2026Howley W NicholasDirectorSell (S)190$236K
Aug 18, 2026Howley W NicholasDirectorSell (S)1K$1.6M
Aug 18, 2026Howley W NicholasDirectorSell (S)4K$4.9M
Aug 18, 2026Howley W NicholasDirectorSell (S)520$644K
Aug 18, 2026Howley W NicholasDirectorSell (S)250$309K
Aug 18, 2026Howley W NicholasDirectorSell (S)140$173K
Aug 18, 2026Howley W NicholasDirectorSell (S)270$333K
Aug 18, 2026Howley W NicholasDirectorSell (S)450$555K
Aug 18, 2026Howley W NicholasDirectorSell (S)1K$1.3M
Aug 18, 2026Howley W NicholasDirectorSell (S)830$1.0M
Aug 18, 2026Howley W NicholasDirectorSell (S)570$701K
Aug 18, 2026Howley W NicholasDirectorSell (S)290$356K

Institutional ownership over time

593 funds-124 since Q3 2024
0467934Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $8.5B · 1 values withheld

Recent filings

15 shown

Keep exploring

Connected entities for TDG

Browse more

Build

Ask your agent what changed in TDG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TDG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TDG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.