Institutional Ownership Trans Digm Group Inc (TDG)
This table provides information about the institutional ownership of Trans Digm Group Inc (TDG). We have compiled data on the 1,194 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $68.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
432
shares
|
$579,139
0.01% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
427
shares
|
$572,436
0.01% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
424
shares
|
$568,414
0.09% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
422
shares
|
$565,733
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
422
shares
|
$565,733
0.02% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
418
shares
|
$560,370
0.16% of portfolio
|
Q4 2025
Added 6.36%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
413
shares
|
$553,667
0.0% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
409
shares
|
$548,305
0.03% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
409
shares
|
$548,305
0.03% of portfolio
|
Q3 2025
Added 77.06%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
406
shares
|
$544,283
0.22% of portfolio
|
Q3 2024
Reduced 58.19%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
405
shares
|
$542,943
0.0% of portfolio
|
Q3 2025
Added 42.61%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
404
shares
|
$541,602
0.04% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
403
shares
|
$540,261
0.03% of portfolio
|
Q3 2022
Reduced 4.28%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
400
shares
|
$536,240
0.13% of portfolio
|
Q2 2021
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
395
shares
|
$529,537
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
390
shares
|
$522,833
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
388
shares
|
$520,152
0.22% of portfolio
|
Q4 2025
Reduced 5.37%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
388
shares
|
$520,152
0.01% of portfolio
|
Q4 2025
Reduced 76.61%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
387
shares
|
$518,812
0.06% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
387
shares
|
$518,812
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
385
shares
|
$516,130
0.17% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
384
shares
|
$514,790
0.01% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
383
shares
|
$513,449
0.0% of portfolio
|
Q3 2025
Added 7560.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
382
shares
|
$512,109
0.03% of portfolio
|
Q3 2025
Reduced 34.7%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
380
shares
|
$509,427
0.09% of portfolio
|
Q3 2025
Added 27.95%
|
|