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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
378
shares
|
$506,746
0.1% of portfolio
|
Q4 2025
Reduced 11.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
375
shares
|
$502,724
0.01% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
374
shares
|
$501,384
0.01% of portfolio
|
Q3 2025
Added 169.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
372
shares
|
$498,703
0.01% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
371
shares
|
$497,362
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
371
shares
|
$497,362
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
371
shares
|
$497,362
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
370
shares
|
$496,021
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
363
shares
|
$486,637
0.03% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
362
shares
|
$485,297
0.09% of portfolio
|
Q4 2025
Added 5.85%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
361
shares
|
$483,956
0.0% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
359
shares
|
$481,275
0.38% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
359
shares
|
$481,275
0.08% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
358
shares
|
$479,934
0.03% of portfolio
|
Q3 2025
Added 56.33%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
358
shares
|
$479,934
0.24% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Nov 14, 2025 Q3 2025 |
356
shares
|
$477,253
0.01% of portfolio
|
Q3 2025
Added 25.8%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2026 Q4 2025 |
354
shares
|
$474,572
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
350
shares
|
$469,209
0.01% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
349
shares
|
$467,869
0.19% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
347
shares
|
$465,188
0.0% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
346
shares
|
$463,847
0.02% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
345
shares
|
$462,506
0.14% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
344
shares
|
$461,166
0.02% of portfolio
|
Q3 2025
Added 24.19%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
342
shares
|
$458,485
0.02% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
342
shares
|
$458,485
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|