TDG — Transdigm Group Inc Institutional Holders · Q3 2026

Name: Who Owns TDG? 45 Institutions Hold $196M (Q3 2026)
Creator: ko.io

Who owns Transdigm Group Inc (TDG)? 45 institutions reported holding $196.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($90.0M), Argent Capital Management LLC ($68.9M), Mn Services Vermogensbeheer B.V. ($17.7M).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$90.0M	83,097	Added
2	ARGENT CAPITAL MANAGEMENT LLC	$68.9M	63,602	Trimmed
3	Mn Services Vermogensbeheer B.V.	$17.7M	16,379	Hold
4	Shelter Rock Management, LLC	$5.2M	4,805	Trimmed
5	WoodTrust Financial Corp	$2.5M	2,325	Hold
6	GAMMA Investing LLC	$1.5M	1,348	Added
7	YHB Investment Advisors, Inc.	$1.1M	1,011	Trimmed
8	Wedmont Private Capital	$1.1M	988	Added
9	SAPIENT CAPITAL LLC	$932,119	861	Hold
10	Farther Finance Advisors, LLC	$803,165	742	Added
11	Everhart Financial Group, Inc.	$748,077	691	Trimmed
12	DOLIVER ADVISORS, LP	$709,103	655	Trimmed
13	VALLEY WEALTH MANAGERS, INC.	$582,439	538	Added
14	Legacy Wealth Asset Management, LLC	$547,796	506	Added
15	STABLEFORD CAPITAL II LLC	$470,931	435	Added
16	Elm3 Financial Group, LLC	$455,233	421	Trimmed
17	Shira Ridge Wealth Management	$439,536	406	Hold
18	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$360,506	333	Added
19	Valeo Financial Advisors, LLC	$337,771	312	Trimmed
20	CoreCap Advisors, LLC	$337,771	312	Trimmed
21	BAKER TILLY WEALTH MANAGEMENT, LLC	$331,470	306	Trimmed
22	First Heartland Consultants, Inc.	$291,864	270	Trimmed
23	CX Institutional	$284,000	262	Added
24	Invariant Investment Management	$271,735	249	Hold
25	MassMutual Private Wealth & Trust, FSB	$177,546	164	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30