HolderBook

TRANSDIGM GROUP INC (TDG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

37
Reporting holders
$175.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,111
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$90.0M83,0971.21%32qHELD
ARGENT CAPITAL MANAGEMENT LLC$68.9M63,6022.19%11q-4.5%-$3.2M
Shelter Rock Management, LLC$5.2M4,8054.88%4q-21.1%-$1.4M
GAMMA Investing LLC$1.5M1,3480.05%12q+8.2%+$110.4K
YHB Investment Advisors, Inc.$1.1M1,0110.07%26q-1.3%-$14.1K
Wedmont Private Capital$1.1M9880.03%16q+13.4%+$127.4K
SAPIENT CAPITAL LLC$932.1K8610.01%12q-50.0%-$932.1K
Farther Finance Advisors, LLC$803.2K7420.01%16q+22.4%+$147.2K
Everhart Financial Group, Inc.$748.1K6910.05%15q-5.3%-$42.2K
DOLIVER ADVISORS, LP$709.1K6550.15%7q-1.2%-$8.7K
VALLEY WEALTH MANAGERS, INC.$582.4K5380.03%6q+6.7%+$36.8K
Legacy Wealth Asset Management, LLC$547.8K5060.12%5q+12.4%+$60.6K
STABLEFORD CAPITAL II LLC$470.9K4350.16%5q+0.9%+$4.3K
Elm3 Financial Group, LLC$455.2K4210.30%8q-27.7%-$174.1K
Shira Ridge Wealth Management$439.5K4060.15%16qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$360.5K3330.00%16q+6.1%+$20.6K
Valeo Financial Advisors, LLC$337.8K3120.01%12q-14.5%-$57.4K
CoreCap Advisors, LLC$337.8K3120.01%9q-1.3%-$4.3K
BAKER TILLY WEALTH MANAGEMENT, LLC$331.5K3060.06%23q-49.0%-$318.5K
First Heartland Consultants, Inc.$291.9K2700.02%16q-4.3%-$13.0K
Invariant Investment Management$271.7K2490.16%4qHELD
MassMutual Private Wealth & Trust, FSB$177.5K1640.00%24q-11.8%-$23.8K
EASTERN BANK$136.3K1260.00%9q-56.7%-$178.5K
Versant Capital Management, Inc$134.2K1240.01%32q+188.4%+$87.7K
TOTH FINANCIAL ADVISORY CORP$57.4K530.01%4q+12.8%+$6.5K
Wealth Enhancement Trust Services, Inc.$55.2K510.01%4q-50.5%-$56.3K
BURKETT FINANCIAL SERVICES, LLC$20.6K190.01%2qHELD
ELEVATION WEALTH PARTNERS, LLC$18.4K170.01%5q+88.9%+$8.7K
Mn Services Vermogensbeheer B.V.$17.7K16,3790.13%11qHELD
GoalVest Advisory LLC$8.7K80.00%newNEW
Byrne Asset Management LLC$5.5K50.00%newNEW
Trust Co$3.2K30.00%9qHELD
Grove Bank & Trust$3.2K30.00%6qHELD
Retirement Wealth Solutions LLC$3.2K30.00%5q+200.0%+$2.2K
WoodTrust Financial Corp$2.5K2,3250.31%22qHELD
Davis Capital Management$2.2K20.00%2qHELD
Noble Wealth Management PBC$2.2K20.00%newNEW
Planning Strategies Inc.$2.2K20.00%2qHELD
ATWOOD & PALMER INC$1.1K10.00%11qHELD
CX Institutional$2842620.01%9q+14.9%
Polaris Financial Partners$330.00%newFIRST

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-292026-09-28Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-18Howley W NicholasDirectorSold10,132$13.4M ×22
2026-06-18Howley W NicholasDirectorSold10,132$13.4M ×22
2026-06-18Howley W NicholasDirectorSold10,132$13.4M ×22
2026-04-20Howley W NicholasDirectorSold10,132$12.8M ×11
2026-08-18Howley W NicholasDirectorSold10,132$12.5M ×14
2026-07-20Howley W NicholasDirectorSold10,132$12.3M ×12
2026-05-18Howley W NicholasDirectorSold10,132$12.0M ×25
2026-04-15Reiss JoelCo-Chief Operating OfficerSold3,900$5.0M ×17
2026-06-15Reiss JoelCo-Chief Operating OfficerSold3,900$5.0M ×18
2026-08-17Reiss JoelCo-Chief Operating OfficerSold3,900$4.8M ×19
2026-05-15Reiss JoelCo-Chief Operating OfficerSold3,900$4.5M ×27
2026-09-15Reiss JoelCo-Chief Operating OfficerSold3,900$4.3M ×27

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202637$175.9M162,471311140.0%
Q2 20261,148$75.7B56,134,4011364303521.3%
Q1 20261,109$62.1B53,256,0011093733920.7%
Q4 20251,134$72.2B54,003,8211153693400.6%
Q3 20251,079$73.4B55,046,087933963651.2%
Q2 20251,116$83.0B54,191,6931144483170.8%
Q1 20251,095$74.4B53,429,6871363793450.7%
Q4 20241,052$68.2B53,269,582804033091.1%
Q3 20241,031$77.3B53,855,8131143683270.6%
Q2 20241,003$70.7B55,071,7841084002690.5%
Q1 2024938$70.8B57,270,5271313122930.5%
Q4 2023865$57.0B56,034,3801072812480.6%
Q3 2023780$45.4B53,173,812672582481.2%
Q2 2023757$48.5B53,760,514852422331.1%
Q1 2023730$40.5B54,303,358852502401.3%
Q4 2022706$33.3B52,303,481902321991.2%
Q3 2022651$28.1B52,404,354442182102.0%
Q2 2022657$28.1B51,640,936552082231.3%
Q1 2022687$34.4B51,681,809762562002.1%
Q4 2021661$35.2B54,616,797642281701.4%
Q3 2021632$33.9B53,675,720611992031.2%
Q2 2021618$35.2B53,558,800652021801.5%
Q1 2021611$31.4B52,851,867652151801.1%
Q4 2020611$33.0B52,864,325841821901.0%
Q3 2020553$25.8B53,273,077741981552.0%
Q2 2020535$24.2B53,795,6771011631912.0%
Q1 2020526$17.9B55,011,359802101681.5%
Q4 2019593$30.8B54,009,772612011761.6%
Q3 2019562$28.3B53,259,380732021832.0%
Q2 2019530$26.8B53,625,234461691943.4%
Q1 2019547$24.6B53,272,943911801741.6%
Q4 2018496$19.1B55,272,1008991.7%