$TDG

$1,129.70 +$24.86 (2.25%) Close

$TDG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 55.3M shares outstanding

Who owns TDG?

By type of holder

Institutions 95.0% Insiders 5.0% Everyone else 0.0%

Concentration Top 10 holders own 133.4%

Graff Michael 38.7% · Barr David 38.7%

Institutional ownership

95.0%

-0.7 pts vs last qtr

Institutional holders

1,141

+27 vs last qtr

Net shares bought

−394.3K

by institutions in Q2 2026

New / sold out

139 / 112

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +781.7K
Select Equity Group, L.P. +305.3K

Biggest sellers in Q2 2026

Capital International Investors −432.0K
Capital World Investors −392.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$531M

25 notices from 6 people

Shares covered

398.0K

0.72% of the company

Arranged in advance

73%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

The Fortuna Trust U/t/a DTD 06/01/2018 Director 10b5-1 $231M
Stockbridge Partners LLC May be deemed affiliate $135M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+1.6%

+0.31% a year

Each share's claim on the business

−1.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.43B vs $850M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years87% 3–5 years3% 1–3 years5% Under 1 year5%

Quarterly turnover

6.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TDG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CI Capital International Investors	5.1M	9.16%	−432.0K (−7.9%)	≤2021	1.4%
Shares held by quarter Peak holding6.5M (Q4'25) Change over 8 quarters−1.2M Share of the company9.160% Capital International Investors's full portfolio →
B BlackRock, Inc.	4.9M	8.81%	+270.3K (+5.9%)	≤2021	0.1%
Shares held by quarter Peak holding4.9M (Q2'26) Change over 8 quarters+951.8K Share of the company8.810% BlackRock, Inc.'s full portfolio →

Capital International Investors

5.1M

% of company

9.16%

Change vs last qtr

−432.0K (−7.9%)

Held since

≤2021

BlackRock, Inc.

4.9M

% of company

8.81%

Change vs last qtr

+270.3K (+5.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding TransDigm Group Incorporated, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TDG on Form N-PORT; together they hold 49.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AF American Funds Fundamental Investors American Funds Fundamental Investors	$3.7B	2.8M	5.02%	2.04%	June 30, 2026
GF Growth Fund of America Growth Fund of America	$3.18B	2.5M	4.58%	0.88%	May 31, 2026

American Funds Fundamental Investors

Position value

$3.7B

% of company

5.02%

% of the fund

2.04%

As of

June 30, 2026

Growth Fund of America

Position value

$3.18B

% of company

4.58%

% of the fund

0.88%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding TransDigm Group Incorporated and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GM Graff Michael Insider	21.4M	38.72%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company38.720% Graff Michael's insider activity →
BD Barr David Insider	21.4M	38.68%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company38.680% Barr David's insider activity →

Graff Michael

Insider

21.4M

% of company

38.72%

Change vs last qtr

—

Held since

—

Barr David

Insider

21.4M

% of company

38.68%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of TransDigm Group Incorporated.

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