MORGAN STANLEY

Position in TDG — TransDigm Group INC

CIK 895421 NEW YORK, NY

Back to TDG Full portfolio

Position in TDG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,162,283,485

+$126,480,378 QoQ

Shares Held

872,559

-2.4% QoQ

Ownership

1.58%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#13

of 1,139 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Common Shares in TDG Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $33,539,480,268 across 85 Aerospace & Defense names. TDG ranks #10 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	30,933,048	$5,868,927,187
2	GE	General Electric Co	14,612,934	$5,461,291,815
3	LMT	Lockheed Martin Corp	5,706,408	$2,907,186,612
4	BA	Boeing Co	10,816,366	$2,341,418,742
5	SPCX	Space Exploration Technologies Corp	13,532,773	$2,312,209,587
6	HONA	Honeywell Aerospace Inc.	9,286,812	$2,053,128,386
7	NOC	Northrop Grumman Corp /De/	3,562,274	$1,814,301,761
8	HWM	Howmet Aerospace Inc.	6,100,788	$1,640,257,853

All Filings in TDG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,162,283,485	872,559	-2.4%	Shares	Defined	2026-08-13
2026-03-31	$1,035,803,107	893,735	+4.9%	Shares	Defined	2026-05-15
2025-12-31	$1,133,347,368	852,237	-3.6%	Shares	Defined	2026-05-27
2025-09-30	$1,164,992,597	883,896	-6.7%	Shares	Defined	2026-05-27
2025-06-30	$1,440,464,248	947,275	-33.1%	Shares	Defined	2025-08-15
2025-03-31	$1,960,085,957	1,416,974	-1.3%	Shares	Defined	2025-05-15
2024-12-31	$1,819,632,854	1,435,857	+12.8%	Shares	Defined	2025-05-15
2024-09-30	$1,816,431,076	1,272,786	+16.4%	Shares	Defined	2025-05-14
2024-06-30	$1,396,997,536	1,093,446	+1.3%	Shares	Defined	2025-05-14
2024-03-31	$1,329,161,187	1,079,215	+5.2%	Shares	Defined	2024-10-17
2023-12-31	$1,037,459,525	1,025,563	+57.7%	Shares	Defined	2024-08-16
2023-09-30	$548,141,571	650,127	+0.8%	Shares	Defined	2023-11-15
2023-06-30	$576,863,037	645,138	+0.9%	Shares	Defined	2023-08-14
2023-03-31	$471,258,707	639,385	-0.2%	Shares	Defined	2023-05-15
2022-12-31	$403,414,229	640,696	+10.0%	Shares	Defined	2023-02-14
2022-09-30	$305,711,316	582,507	+0.2%	Shares	Defined	2022-11-14
2022-06-30	$312,100,431	581,550	+138.5%	Shares	Defined	2022-10-27
2022-03-31	$158,899,524	243,883	+5.2%	Shares	Defined	2022-10-27
2021-12-31	$147,531,057	231,865	-5.4%	Shares	Defined	2022-02-14
2021-09-30	$153,074,606	245,088	+9.0%	Shares	Defined	2021-11-15
2021-06-30	$145,494,604	224,775	+171.0%	Shares	Defined	2021-08-23
2021-03-31	$48,772,662	82,958	-10.6%	Shares	Defined	2021-05-17
2020-12-31	$57,398,951	92,751	+14.0%	Shares	Defined	2021-02-16
2020-09-30	$38,660,036	81,369	+74.6%	Shares	Defined	2020-11-13
2020-06-30	$20,601,295	46,604	-23.5%	Shares	Defined	2020-08-14
2020-03-31	$19,508,532	60,928	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.