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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
214
shares
|
$286,888
0.01% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
214
shares
|
$286,888
0.0% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
213
shares
|
$285,547
0.04% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
211
shares
|
$282,866
0.02% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
210
shares
|
$281,526
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
210
shares
|
$281,526
0.17% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
208
shares
|
$278,844
0.01% of portfolio
|
Q3 2025
Reduced 64.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
208
shares
|
$278,844
0.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
208
shares
|
$278,844
0.02% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
207
shares
|
$277,504
0.0% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
207
shares
|
$277,504
0.01% of portfolio
|
Q3 2025
Reduced 29.35%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
206
shares
|
$276,163
0.03% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
205
shares
|
$274,823
0.06% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
202
shares
|
$270,801
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
200
shares
|
$268,120
0.01% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$268,120
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$268,120
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
200
shares
|
$268,120
0.03% of portfolio
|
Q3 2025
Reduced 82.99%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
200
shares
|
$268,120
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
199
shares
|
$266,779
0.01% of portfolio
|
Q1 2022
Added 1558.33%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
199
shares
|
$266,779
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
199
shares
|
$266,779
0.01% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
194
shares
|
$260,076
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
194
shares
|
$260,076
0.0% of portfolio
|
Q3 2025
Reduced 38.99%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
193
shares
|
$258,735
0.05% of portfolio
|
Q4 2025
Added 2.66%
|
|