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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
286
shares
|
$383,411
0.03% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
282
shares
|
$378,049
0.03% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
282
shares
|
$378,049
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
282
shares
|
$378,049
0.02% of portfolio
|
Q3 2025
Reduced 30.2%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
280
shares
|
$375,368
0.18% of portfolio
|
Q3 2025
Added 40.7%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
280
shares
|
$375,368
0.33% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
279
shares
|
$374,027
0.01% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
279
shares
|
$374,027
0.05% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
277
shares
|
$371,346
0.01% of portfolio
|
Q4 2025
Reduced 7.36%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
275
shares
|
$368,665
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
271
shares
|
$363,302
0.0% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
270
shares
|
$361,962
0.03% of portfolio
|
Q3 2025
Added 39.18%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
268
shares
|
$359,280
0.02% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
268
shares
|
$359,280
0.08% of portfolio
|
Q3 2025
Reduced 62.57%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
264
shares
|
$353,918
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
264
shares
|
$353,918
0.01% of portfolio
|
Q3 2025
Reduced 94.43%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
263
shares
|
$352,577
0.06% of portfolio
|
Q4 2025
Added 25.84%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
262
shares
|
$351,237
0.02% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
261
shares
|
$349,896
0.05% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
258
shares
|
$345,874
0.01% of portfolio
|
Q3 2025
Reduced 77.15%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
256
shares
|
$343,193
0.02% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
256
shares
|
$343,193
0.01% of portfolio
|
Q3 2025
Reduced 46.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
255
shares
|
$341,853
0.01% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
255
shares
|
$341,853
0.07% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
254
shares
|
$340,512
0.01% of portfolio
|
Q3 2025
Added 4.96%
|
|