TransDigm Group INC (TDG) — Institutional Holders, Q2 2026 (page 11)
1,149 institutional investment managers reported a TDG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $69.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TDG 13F holders ranked 1,001–1,100 of 1,149
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Institute for Wealth Management#1001 · 16 sh | 16 | $21.3K | <0.01% | New |
| 1002 | Financial Management Professionals#1002 · 16 sh | 16 | $21.3K | — | 0.0% |
| 1003 | Hurley Capital#1003 · 16 sh | 16 | $21.3K | 0.01% | 0.0% |
| 1004 | Physician Wealth Advisors#1004 · 16 sh | 16 | $21.3K | — | +300.0% |
| 1005 | Avalon#1005 · 16 sh | 16 | $21.3K | <0.01% | 0.0% |
| 1006 | Archer Investment#1006 · 16 sh | 16 | $21.3K | <0.01% | 0.0% |
| 1007 | Hughes Financial Services#1007 · 16 sh | 16 | $21.3K | <0.01% | +14.3% |
| 1008 | Cornerstone Financial Management#1008 · 16 sh | 16 | $21.3K | 0.02% | +60.0% |
| 1009 | Hanson & Doremus Investment Management#1009 · 15 sh | 15 | $20.0K | — | 0.0% |
| 1010 | Bruce G. Allen Investments#1010 · 15 sh | 15 | $20.0K | 0.01% | +7.1% |
| 1011 | Banque Transatlantique SA#1011 · 15 sh | 15 | $19.4K | <0.01% | 0.0% |
| 1012 | Kemnay Advisory Services#1012 · 14 sh | 14 | $18.6K | <0.01% | -26.3% |
| 1013 | Crewe Advisors#1013 · 14 sh | 14 | $18.6K | <0.01% | +55.6% |
| 1014 | E Fund Management (Hong Kong) , Ltd.#1014 · 14 sh | 14 | $18.6K | <0.01% | 0.0% |
| 1015 | Allied Private Wealth#1015 · 14 sh | 14 | $18.1K | 0.01% | — |
| 1016 | SUMMIT SECURITIES GROUP#1016 · 13 sh | 13 | $17.3K | <0.01% | +44.4% |
| 1017 | MCF Advisors#1017 · 13 sh | 13 | $17.3K | <0.01% | 0.0% |
| 1018 | Hilton Head Capital Partners#1018 · 13 sh | 13 | $17.3K | — | 0.0% |
| 1019 | Bell Investment Advisors#1019 · 12 sh | 12 | $16.0K | <0.01% | -25.0% |
| 1020 | KELLEHER FINANCIAL ADVISORS#1020 · 12 sh | 12 | $16.0K | <0.01% | +100.0% |
| 1021 | Princeton Global Asset Management#1021 · 12 sh | 12 | $16.0K | — | 0.0% |
| 1022 | IAG Wealth Partners#1022 · 12 sh | 12 | $16.0K | <0.01% | 0.0% |
| 1023 | Joseph Group Capital Management#1023 · 12 sh | 12 | $16.0K | <0.01% | +71.4% |
| 1024 | ACTION POINT FINANCIAL PLANNING#1024 · 12 sh | 12 | $16.0K | <0.01% | New |
| 1025 | Covestor Ltd#1025 · 11 sh | 11 | $15.0K | <0.01% | -63.3% |
| 1026 | MTM Investment Management#1026 · 11 sh | 11 | $14.7K | <0.01% | 0.0% |
| 1027 | City State Bank#1027 · 11 sh | 11 | $14.7K | — | 0.0% |
| 1028 | Vanguard National#1028 · 11 sh | 11 | $14.7K | <0.01% | 0.0% |
| 1029 | Bayforest Capital Ltd#1029 · 11 sh | 11 | $14.7K | 0.01% | 0.0% |
| 1030 | Wilkerson Advisory Group#1030 · 11 sh | 11 | $14.7K | — | +22.2% |
| 1031 | SJS Investment Consulting#1031 · 10 sh | 10 | $13.3K | — | +66.7% |
| 1032 | Itau Unibanco Holding S.A.#1032 · 10 sh | 10 | $13.3K | <0.01% | -79.6% |
| 1033 | RAFFA WEALTH MANAGEMENT#1033 · 10 sh | 10 | $13.3K | <0.01% | +11.1% |
| 1034 | LifeSteps Financial#1034 · 10 sh | 10 | $13.3K | — | New |
| 1035 | Rakuten Securities#1035 · 10 sh | 10 | $13.3K | <0.01% | -70.6% |
| 1036 | MidFirst Bank#1036 · 10 sh | 10 | $13.3K | <0.01% | -23.1% |
| 1037 | Cornerstone Planning Group#1037 · 11 sh | 11 | $13.1K | — | +10.0% |
| 1038 | ZRC WEALTH MANAGEMENT#1038 · 9 sh | 9 | $12.0K | — | -43.8% |
| 1039 | Indiana & Investment Management#1039 · 9 sh | 9 | $12.0K | — | 0.0% |
| 1040 | SRH ADVISORS#1040 · 9 sh | 9 | $12.0K | — | 0.0% |
| 1041 | CNB Bank#1041 · 9 sh | 9 | $12.0K | <0.01% | 0.0% |
| 1042 | Bay Harbor Wealth Management#1042 · 9 sh | 9 | $12.0K | <0.01% | +200.0% |
| 1043 | WEST PACES ADVISORS#1043 · 9 sh | 9 | $12.0K | — | New |
| 1044 | Downshift Financial#1044 · 9 sh | 9 | $12.0K | — | New |
| 1045 | NBH Bank#1045 · 9 sh | 9 | $12.0K | <0.01% | — |
| 1046 | Capital Advisors, Ltd.#1046 · 8 sh | 8 | $11.0K | <0.01% | 0.0% |
| 1047 | Marquette Asset Management#1047 · 8 sh | 8 | $10.7K | — | +300.0% |
| 1048 | Mowery & Schoenfeld Wealth Management#1048 · 8 sh | 8 | $10.7K | 0.01% | 0.0% |
| 1049 | Kilter Group#1049 · 8 sh | 8 | $10.7K | <0.01% | +100.0% |
| 1050 | Global Asset Management#1050 · 8 sh | 8 | $10.7K | — | -55.6% |
| 1051 | Carolina Wealth Advisors#1051 · 8 sh | 8 | $10.7K | — | 0.0% |
| 1052 | Cedar Mountain Advisors#1052 · 8 sh | 8 | $10.7K | — | 0.0% |
| 1053 | Key FInancial#1053 · 8 sh | 8 | $10.7K | <0.01% | 0.0% |
| 1054 | Arlington#1054 · 8 sh | 8 | $10.7K | — | -85.2% |
| 1055 | Bare Financial Services#1055 · 8 sh | 8 | $10.7K | <0.01% | +166.7% |
| 1056 | Fairscale Capital#1056 · 8 sh | 8 | $10.7K | <0.01% | 0.0% |
| 1057 | DiNuzzo Private Wealth#1057 · 7 sh | 7 | $9.3K | — | 0.0% |
| 1058 | Frazier Financial Advisors#1058 · 7 sh | 7 | $9.3K | <0.01% | -87.7% |
| 1059 | SouthState Bank#1059 · 7 sh | 7 | $9.3K | <0.01% | +40.0% |
| 1060 | LRI Investments#1060 · 7 sh | 7 | $9.3K | <0.01% | -86.0% |
| 1061 | Whipplewood Advisors#1061 · 7 sh | 7 | $9.3K | — | -85.4% |
| 1062 | Avion Wealth#1062 · 7 sh | 7 | $9.0K | <0.01% | 0.0% |
| 1063 | Signature Equity Partners#1063 · 6 sh | 6 | $8.2K | <0.01% | +100.0% |
| 1064 | Penserra Capital Management#1064 · 6 sh | 6 | $7.0K | <0.01% | 0.0% |
| 1065 | Cranbrook Wealth Management#1065 · 5 sh | 5 | $6.7K | <0.01% | 0.0% |
| 1066 | HOEY INVESTMENTS#1066 · 5 sh | 5 | $6.7K | <0.01% | 0.0% |
| 1067 | Private Wealth Management Group#1067 · 5 sh | 5 | $6.7K | — | 0.0% |
| 1068 | PROSPERITY BANCSHARES#1068 · 5 sh | 5 | $6.7K | <0.01% | New |
| 1069 | MCDONALD PARTNERS#1069 · 5 sh | 5 | $6.7K | <0.01% | New |
| 1070 | Heritage Wealth Advisors#1070 · 5 sh | 5 | $6.7K | <0.01% | 0.0% |
| 1071 | Bank of New Hampshire#1071 · 5 sh | 5 | $6.7K | — | -64.3% |
| 1072 | Westfuller Advisors#1072 · 5 sh | 5 | $6.7K | <0.01% | +25.0% |
| 1073 | Beaird Harris Wealth Management#1073 · 5 sh | 5 | $6.2K | <0.01% | 0.0% |
| 1074 | Dunhill Financial#1074 · 4 sh | 4 | $6.0K | <0.01% | +300.0% |
| 1075 | True Wealth Design#1075 · 4 sh | 4 | $5.3K | — | -66.7% |
| 1076 | Clark Wealth Partners#1076 · 4 sh | 4 | $5.3K | — | 0.0% |
| 1077 | HOLLENCREST SECURITIES#1077 · 4 sh | 4 | $5.3K | <0.01% | 0.0% |
| 1078 | BROWN, LISLE/CUMMINGS#1078 · 4 sh | 4 | $5.3K | — | -33.3% |
| 1079 | Osbon Capital Management#1079 · 4 sh | 4 | $5.3K | <0.01% | 0.0% |
| 1080 | Concord Wealth Partners#1080 · 4 sh | 4 | $5.3K | <0.01% | New |
| 1081 | Principia Wealth Advisory#1081 · 4 sh | 4 | $5.3K | <0.01% | 0.0% |
| 1082 | United Financial Planning Group#1082 · 4 sh | 4 | $5.3K | <0.01% | -50.0% |
| 1083 | COMPASS FINANCIAL MANAGEMENT#1083 · 4 sh | 4 | $5.3K | <0.01% | — |
| 1084 | Abound Wealth Management#1084 · 3 sh | 3 | $4.4K | — | -66.7% |
| 1085 | BEACON INVESTMENT ADVISORY SERVICES#1085 · 3 sh | 3 | $4.0K | — | New |
| 1086 | American Capital Advisory#1086 · 3 sh | 3 | $4.0K | <0.01% | +200.0% |
| 1087 | Trust Co#1087 · 3 sh | 3 | $4.0K | — | 0.0% |
| 1088 | Grove Bank#1088 · 3 sh | 3 | $4.0K | — | 0.0% |
| 1089 | IFG Advisory#1089 · 3 sh | 3 | $4.0K | <0.01% | New |
| 1090 | High Note Wealth#1090 · 3 sh | 3 | $4.0K | <0.01% | +50.0% |
| 1091 | Newbridge Financial Services Group#1091 · 3 sh | 3 | $4.0K | — | 0.0% |
| 1092 | Activest Wealth Management#1092 · 3 sh | 3 | $4.0K | — | New |
| 1093 | Washington Advisors#1093 · 3 sh | 3 | $4.0K | — | +50.0% |
| 1094 | Lodestone Wealth Management#1094 · 3 sh | 3 | $4.0K | — | 0.0% |
| 1095 | Creative Capital Management Investments#1095 · 3 sh | 3 | $4.0K | <0.01% | New |
| 1096 | Aspect Partners#1096 · 3 sh | 3 | $4.0K | — | 0.0% |
| 1097 | United Community Bank#1097 · 3 sh | 3 | $4.0K | <0.01% | -80.0% |
| 1098 | HIGHLINE WEALTH PARTNERS#1098 · 3 sh | 3 | $4.0K | — | +50.0% |
| 1099 | Bravera Wealth#1099 · 3 sh | 3 | $4.0K | <0.01% | -78.6% |
| 1100 | Essential Partners#1100 · 3 sh | 3 | $4.0K | — | +50.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.