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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
53
shares
|
$71,051
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
52
shares
|
$69,711
0.02% of portfolio
|
Q3 2025
Added 147.62%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
51
shares
|
$68,370
0.05% of portfolio
|
Q3 2025
Reduced 27.14%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
50
shares
|
$67,030
0.02% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
50
shares
|
$67,030
0.04% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
50
shares
|
$67,030
0.01% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
50
shares
|
$67,030
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
49
shares
|
$65,689
0.0% of portfolio
|
Q1 2023
Added 25.64%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
48
shares
|
$64,348
0.01% of portfolio
|
Q4 2025
Added 65.52%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
48
shares
|
$64,348
0.0% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
47
shares
|
$63,008
0.01% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
47
shares
|
$63,008
0.01% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
47
shares
|
$63,008
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
43
shares
|
$57,645
0.0% of portfolio
|
Q3 2025
Added 38.71%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$53,624
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
39
shares
|
$52,283
0.0% of portfolio
|
Q3 2025
Reduced 93.22%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
38
shares
|
$50,942
0.03% of portfolio
|
Q4 2025
Added 22.58%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
35
shares
|
$46,921
0.01% of portfolio
|
Q4 2025
Reduced 25.53%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
35
shares
|
$46,921
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
33
shares
|
$44,239
0.0% of portfolio
|
Q3 2025
Reduced 99.59%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
31
shares
|
$41,558
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
31
shares
|
$41,558
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
30
shares
|
$40,218
0.02% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
29
shares
|
$38,877
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
28
shares
|
$37,536
0.0% of portfolio
|
Q4 2025
Added 55.56%
|
|