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 1,210 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $73.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
439
shares
|
$619,297
0.15% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
437
shares
|
$616,475
0.12% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
435
shares
|
$613,654
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
427
shares
|
$602,368
0.01% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
423
shares
|
$596,726
0.01% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
420
shares
|
$592,494
0.11% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
414
shares
|
$584,029
0.08% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
413
shares
|
$582,619
0.0% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
408
shares
|
$575,565
0.01% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
408
shares
|
$575,565
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
406
shares
|
$572,744
0.28% of portfolio
|
Q3 2024
Reduced 58.19%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
404
shares
|
$569,922
0.04% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
403
shares
|
$568,512
0.03% of portfolio
|
Q3 2022
Reduced 4.28%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
400
shares
|
$564,280
0.16% of portfolio
|
Q2 2021
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
396
shares
|
$558,637
0.22% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
396
shares
|
$558,637
0.01% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
395
shares
|
$557,226
0.04% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
393
shares
|
$554,405
0.28% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
392
shares
|
$552,994
0.12% of portfolio
|
Q2 2025
Added 27.81%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
390
shares
|
$550,173
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
389
shares
|
$548,762
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
386
shares
|
$544,530
0.01% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
380
shares
|
$536,066
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
379
shares
|
$534,655
0.0% of portfolio
|
Q2 2025
Added 18.44%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
377
shares
|
$531,833
0.05% of portfolio
|
Q2 2025
Reduced 12.33%
|