# TRANSDIGM GROUP INC (TDG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TDG/

- Reporting holders: 37
- Reported value: $175.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $90.0M | 83,097 | 1.2% | 32 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $68.9M | 63,602 | 2.2% | 11 |
| [Shelter Rock Management, LLC](https://holderbook.com/funds/2109305-shelter-rock-management-llc/) | $5.2M | 4,805 | 4.9% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.5M | 1,348 | 0.0% | 12 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.1M | 1,011 | 0.1% | 26 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 988 | 0.0% | 16 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $932.1K | 861 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $803.2K | 742 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $748.1K | 691 | 0.0% | 15 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $709.1K | 655 | 0.2% | 7 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $582.4K | 538 | 0.0% | 6 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $547.8K | 506 | 0.1% | 5 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $470.9K | 435 | 0.2% | 5 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $455.2K | 421 | 0.3% | 8 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $439.5K | 406 | 0.2% | 16 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $360.5K | 333 | 0.0% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $337.8K | 312 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $337.8K | 312 | 0.0% | 9 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $331.5K | 306 | 0.1% | 23 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $291.9K | 270 | 0.0% | 16 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $271.7K | 249 | 0.2% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $177.5K | 164 | 0.0% | 24 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $136.3K | 126 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $134.2K | 124 | 0.0% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $57.4K | 53 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 37 | $175.9M |
| Q2 2026 | 1,148 | $75.7B |
| Q1 2026 | 1,109 | $62.1B |
| Q4 2025 | 1,134 | $72.2B |
| Q3 2025 | 1,079 | $73.4B |
| Q2 2025 | 1,116 | $83.0B |
| Q1 2025 | 1,095 | $74.4B |
| Q4 2024 | 1,052 | $68.2B |
| Q3 2024 | 1,031 | $77.3B |
| Q2 2024 | 1,003 | $70.7B |
| Q1 2024 | 938 | $70.8B |
| Q4 2023 | 865 | $57.0B |