Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

TRANSDIGM GROUP INC · common stock · Q1 2026 · 14 members disclosed TDG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 911 holders are listed, largest first: 911
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $56.1B
holders whose share count rose or who opened the position (new + add), by shares: 426
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 111

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of TDG ranked by reported value, 1–25 of 911 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital International Investors	$6.4B	5,494,695	−1,049,728	TRIM
2	Capital World Investors	$5.4B	4,666,491	+711,979	ADD
3	BlackRock, Inc.	$5.3B	4,601,252	+302,960	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$4.3B	3,669,729	—	NO PRIOR
5	Capital Research Global Investors	$3.6B	3,143,509	+666,848	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.0B	2,573,087	—	NO PRIOR
7	STATE STREET CORP	$2.9B	2,516,606	+60,420	ADD
8	PRINCIPAL FINANCIAL GROUP INC	$2.3B	2,013,784	−152,739	TRIM
9	FMR LLC	$1.6B	1,358,539	−260,754	TRIM
10	GEODE CAPITAL MANAGEMENT, LLC	$1.5B	1,276,444	+44,573	ADD
11	MORGAN STANLEY	$1.0B	893,735	+41,498	ADD
12	Soroban Capital Partners LP	$992M	856,197	+108,227	ADD
13	EDGEWOOD MANAGEMENT LLC	$716M	617,501	+36,089	ADD
14	UBS Group AG	$591M	509,668	+45,159	ADD
15	WINDACRE PARTNERSHIP LLC	$591M	509,600	−56,500	TRIM
16	NORTHERN TRUST CORP	$528M	455,844	−4,425	TRIM
17	Invesco Ltd.	$504M	434,591	+6,623	ADD
18	Stockbridge Partners LLC	$503M	434,281	+1	ADD
19	PRIMECAP MANAGEMENT CO/CA/	$475M	410,217	0	NO CHANGE
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$475M	410,194	+13,616	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$417M	359,641	+69,827	ADD
22	Bank of New York Mellon Corp	$372M	320,707	−901	TRIM
23	VANGUARD FIDUCIARY TRUST CO	$370M	319,020	—	NO PRIOR
24	BANK OF AMERICA CORP /DE/	$343M	296,031	+3,708	ADD
25	Legal & General Group Plc	$328M	282,593	−27,197	TRIM

Show the top 500 of 911 holders

13F holders of TDG ranked by reported value, 26–500 of 911 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Temasek Holdings (Private) Ltd	$254M	218,885	+73,347	ADD
27	CIBC Bancorp USA Inc.	$234M	201,477	—	NO PRIOR
28	CANADA PENSION PLAN INVESTMENT BOARD	$233M	201,457	−29,542	TRIM
29	DEUTSCHE BANK AG\	$223M	192,704	+54,596	ADD
30	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$220M	190,147	+153,131	ADD
31	Sumitomo Mitsui Trust Group, Inc.	$209M	180,192	−16,576	TRIM
32	Heard Capital LLC	$207M	178,610	+7,981	ADD
33	BLAIR WILLIAM & CO/IL	$193M	166,248	−3,982	TRIM
34	Swiss National Bank	$192M	165,280	+11,370	ADD
35	DIMENSIONAL FUND ADVISORS LP	$187M	161,577	+6,627	ADD
36	WELLS FARGO & COMPANY/MN	$174M	149,966	+3,923	ADD
37	ALKEON CAPITAL MANAGEMENT LLC	$173M	149,078	−16,533	TRIM
38	CITIGROUP INC	$167M	144,173	+51,910	ADD
39	AMERIPRISE FINANCIAL INC	$167M	143,882	−7,820	TRIM
40	FRANKLIN RESOURCES INC	$166M	143,510	−233,083	TRIM
41	Nuveen, LLC	$162M	139,609	−76,201	TRIM
42	Veritas Asset Management LLP	$155M	133,974	−7,868	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$152M	131,318	+10,103	ADD
44	National Pension Service	$151M	130,309	+130,309	NEW
45	Vanguard Global Advisers, LLC	$143M	123,128	—	NO PRIOR
46	DF DENT & CO INC	$142M	122,753	−26,995	TRIM
47	BANK OF MONTREAL /CAN/	$139M	119,589	+61,575	ADD
48	Skye Global Management LP	$137M	118,000	−2,000	TRIM
49	BRISTOL JOHN W & CO INC /NY/	$127M	109,511	−1,254	TRIM
50	KING LUTHER CAPITAL MANAGEMENT CORP	$126M	108,376	+8,714	ADD
51	BARCLAYS PLC	$124M	107,359	+9,226	ADD
52	Douglass Winthrop Advisors, LLC	$119M	102,803	+964	ADD
53	VANGUARD ASSET MANAGEMENT, Ltd	$110M	94,755	—	NO PRIOR
54	Amundi	$110M	94,613	+20,555	ADD
55	SANDS CAPITAL MANAGEMENT, LLC	$109M	94,341	−8,838	TRIM
56	US BANCORP \DE\	$108M	93,293	−5,828	TRIM
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$108M	92,937	−2,636	TRIM
58	CITADEL ADVISORS LLC	$105M	90,274	−78,744	TRIM
59	Atalan Capital Partners, LP	$97.9M	84,500	−3,150	TRIM
60	HSBC HOLDINGS PLC	$96.2M	83,059	−94,717	TRIM
61	Squarepoint Ops LLC	$92.2M	79,548	+32,907	ADD
62	BAMCO INC /NY/	$91.2M	78,664	+865	ADD
63	RAYMOND JAMES FINANCIAL INC	$90.6M	78,181	−2,868	TRIM
64	STATE OF MICHIGAN RETIREMENT SYSTEM	$87.8M	75,792	0	NO CHANGE
65	ARGENT CAPITAL MANAGEMENT LLC	$87.2M	75,265	+10,439	ADD
66	PFA Pension, Forsikringsaktieselskab	$79.2M	68,332	+68,332	NEW
67	Corient Private Wealth LLC	$78.9M	68,198	−77,128	TRIM
68	ENVESTNET ASSET MANAGEMENT INC	$77.1M	66,512	+2,789	ADD
69	ALLIANCEBERNSTEIN L.P.	$74.3M	55,849	−882	TRIM
70	NEW YORK STATE COMMON RETIREMENT FUND	$73.0M	62,988	+1,000	ADD
71	FEDERATED HERMES, INC.	$68.0M	58,659	−677	TRIM
72	FIRST TRUST ADVISORS LP	$67.6M	58,308	+11,974	ADD
73	TUDOR INVESTMENT CORP ET AL	$64.8M	55,940	+53,428	ADD
74	Focus Partners Wealth	$63.6M	54,843	+3,181	ADD
75	Man Group plc	$62.2M	53,686	+39,684	ADD
76	Chicago Capital, LLC	$61.4M	52,977	−4,400	TRIM
77	ADAGE CAPITAL PARTNERS GP, L.L.C.	$58.6M	50,594	−400	TRIM
78	ROYAL BANK OF CANADA	$57.6M	49,665	−25,983	TRIM
79	1832 Asset Management L.P.	$57.5M	49,609	+38,409	ADD
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$57.4M	49,564	−2,053	TRIM
81	DANSKE BANK A/S	$57.3M	49,470	−1,705	TRIM
82	SCHRODER INVESTMENT MANAGEMENT GROUP	$57.3M	49,465	−10,197	TRIM
83	Hudson Way Capital Management LLC	$57.2M	49,367	−23,936	TRIM
84	Select Equity Group, L.P.	$55.6M	47,943	+47,943	NEW
85	Qube Research & Technologies Ltd	$54.6M	47,090	+42,390	ADD
86	AVIVA PLC	$54.3M	46,839	+1,359	ADD
87	Retirement Systems of Alabama	$53.6M	46,208	+12	ADD
88	CAT ROCK CAPITAL MANAGEMENT LP	$53.4M	46,084	+16,805	ADD
89	Blacksheep Fund Management Ltd	$53.0M	45,754	−12,710	TRIM
90	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$51.8M	44,692	+41,690	ADD
91	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$50.8M	43,853	+40,381	ADD
92	STOREBRAND ASSET MANAGEMENT AS	$50.7M	43,774	—	NO PRIOR
93	Capital International, Inc./CA/	$50.3M	43,371	+344	ADD
94	Point72 Asset Management, L.P.	$49.0M	42,312	−210,469	TRIM
95	CHILTON CAPITAL MANAGEMENT LLC	$49.0M	42,282	+14,803	ADD
96	STIFEL FINANCIAL CORP	$48.8M	42,140	−7,506	TRIM
97	Aberdeen Group plc	$48.7M	41,987	+1,792	ADD
98	Capital International Sarl	$47.4M	40,890	+3,985	ADD
99	National Philanthropic Trust	$46.2M	39,895	—	NO PRIOR
100	MILFORD FUNDS LTD	$44.1M	38,083	+6,569	ADD
101	Pictet Asset Management Holding SA	$44.1M	38,065	−1,367	TRIM
102	Zurcher Kantonalbank (Zurich Cantonalbank)	$41.6M	35,870	+2,874	ADD
103	LONE PINE CAPITAL LLC	$41.3M	35,677	+16,449	ADD
104	Korea Investment CORP	$41.3M	35,660	+1,408	ADD
105	CI INVESTMENTS INC.	$40.4M	34,847	−278	TRIM
106	KLP KAPITALFORVALTNING AS	$39.0M	33,632	+1,490	ADD
107	Asset Management One Co., Ltd.	$38.9M	33,536	−1,886	TRIM
108	Woodline Partners LP	$37.2M	32,100	+29,346	ADD
109	APG Asset Management N.V.	$37.1M	36,899	+335	ADD
110	DnB Asset Management AS	$36.5M	31,536	+5,712	ADD
111	Praesidium Investment Management Company, LLC	$36.5M	31,460	+5,260	ADD
112	Ensign Peak Advisors, Inc	$36.4M	31,373	−3,517	TRIM
113	BRX Global LP	$36.0M	31,097	+2,818	ADD
114	STATE OF WISCONSIN INVESTMENT BOARD	$36.0M	31,060	+1,053	ADD
115	YCG, LLC	$35.0M	30,176	+6,888	ADD
116	THORNBURG INVESTMENT MANAGEMENT INC	$34.4M	29,662	−17,974	TRIM
117	BROWN ADVISORY INC	$33.3M	28,733	−68,379	TRIM
118	Universal- Beteiligungs- und Servicegesellschaft mbH	$33.2M	28,631	+1,560	ADD
119	CAPITAL INTERNATIONAL LTD /CA/	$32.8M	28,294	+4,491	ADD
120	Coalescence Partners Investment Management, LP	$32.8M	28,282	0	NO CHANGE
121	Chevy Chase Trust Holdings, LLC	$32.3M	27,843	−734	TRIM
122	ROYAL LONDON ASSET MANAGEMENT LTD	$31.9M	27,528	+2	ADD
123	PRUDENTIAL FINANCIAL INC	$31.7M	27,313	−654	TRIM
124	SEI INVESTMENTS CO	$31.1M	26,823	−6,096	TRIM
125	Swedbank AB	$30.8M	26,604	+22,398	ADD
126	OAKMONT Corp	$30.5M	26,289	+479	ADD
127	Vanguard Investments Australia, Ltd.	$30.4M	26,249	—	NO PRIOR
128	Quantinno Capital Management LP	$30.4M	26,207	+751	ADD
129	Third Point LLC	$29.0M	25,000	+25,000	NEW
130	Zimmer Partners, LP	$29.0M	25,000	−4,250	TRIM
131	Mill Capital Management, LLC	$28.9M	24,940	+58	ADD
132	EULAV Asset Management	$28.1M	24,257	−5,400	TRIM
133	Oakcliff Capital Partners, LP	$28.0M	24,170	0	NO CHANGE
134	Holocene Advisors, LP	$27.9M	24,094	−32,127	TRIM
135	Crow's Nest Holdings LP	$27.4M	23,667	−6,058	TRIM
136	East Coast Asset Management, LLC.	$26.9M	23,220	−121	TRIM
137	Mitsubishi UFJ Trust & Banking Corp	$26.7M	23,023	+678	ADD
138	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$25.5M	21,972	−93	TRIM
139	TD ASSET MANAGEMENT INC	$25.2M	21,777	+1,393	ADD
140	Anabranch Capital Management, LP	$25.2M	21,768	−5,787	TRIM
141	D. E. Shaw & Co., Inc.	$24.9M	21,516	−1,512	TRIM
142	GILDER GAGNON HOWE & CO LLC	$24.9M	21,481	−4,054	TRIM
143	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$24.6M	21,199	+245	ADD
144	NISSAY ASSET MANAGEMENT CORP /JAPAN	$24.1M	20,802	+1,113	ADD
145	HOWLAND CAPITAL MANAGEMENT LLC	$24.1M	20,757	+1,340	ADD
146	RENAISSANCE TECHNOLOGIES LLC	$22.9M	19,780	+19,780	NEW
147	Bluegrass Capital Partners LP	$22.7M	19,600	+1,600	ADD
148	NOMURA ASSET MANAGEMENT CO LTD	$22.6M	19,465	+920	ADD
149	State of New Jersey Common Pension Fund D	$22.1M	19,103	0	NO CHANGE
150	LPL Financial LLC	$21.3M	18,371	−671	TRIM
151	HighTower Advisors, LLC	$21.0M	18,156	+926	ADD
152	VICTORY CAPITAL MANAGEMENT INC	$20.9M	18,033	+224	ADD
153	GOODNOW INVESTMENT GROUP, LLC	$20.9M	18,012	+2,570	ADD
154	FIFTH THIRD BANCORP	$20.8M	17,943	+8,067	ADD
155	NATIONAL BANK OF CANADA /FI/	$20.8M	17,903	−8,851	TRIM
156	JENNISON ASSOCIATES LLC	$20.5M	17,697	+17,697	NEW
157	ADVENT INTERNATIONAL, L.P.	$20.2M	17,459	+10,925	ADD
158	Archon Partners LLC	$20.1M	17,300	0	NO CHANGE
159	AQR CAPITAL MANAGEMENT LLC	$20.0M	17,608	+2,547	ADD
160	NISA INVESTMENT ADVISORS, LLC	$19.6M	16,922	+1,521	ADD
161	Resona Asset Management Co.,Ltd.	$19.6M	16,942	+256	ADD
162	Pennant Investors, LP	$19.4M	16,771	−1,700	TRIM
163	TORONTO DOMINION BANK	$19.3M	16,614	−4,292	TRIM
164	Tredje AP-fonden	$19.2M	16,579	+16,579	NEW
165	Rafferty Asset Management, LLC	$17.9M	15,468	+2,299	ADD
166	PRUDENTIAL PLC	$17.9M	15,466	+11,237	ADD
167	Arizona State Retirement System	$17.9M	15,435	−428	TRIM
168	Czech National Bank	$17.8M	15,380	+529	ADD
169	Gotham Asset Management, LLC	$17.7M	15,294	−8,215	TRIM
170	LYNWOOD PRICE CAPITAL MANAGEMENT LP	$17.6M	15,200	−2,300	TRIM
171	Varma Mutual Pension Insurance Co	$16.5M	14,260	0	NO CHANGE
172	Rockefeller Capital Management L.P.	$16.4M	14,122	+8,814	ADD
173	MACKENZIE FINANCIAL CORP	$16.1M	13,850	+7,696	ADD
174	JUPITER ASSET MANAGEMENT LTD	$15.9M	13,693	+13,693	NEW
175	Maestria Partners LLC	$15.8M	13,652	−4,500	TRIM
176	MetLife Investment Management, LLC	$15.8M	13,616	−337	TRIM
177	Islander Capital Partners, L.P.	$15.7M	13,580	+1,630	ADD
178	CIBC Asset Management Inc	$15.6M	13,503	+229	ADD
179	XPONANCE LLC	$15.4M	13,273	+1,264	ADD
180	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$15.2M	13,155	+55	ADD
181	PYA Waltman Capital, LLC	$15.2M	13,155	+922	ADD
182	Lansforsakringar Fondforvaltning AB (publ)	$15.2M	13,099	+93	ADD
183	WESTFIELD CAPITAL MANAGEMENT CO LP	$15.0M	12,950	−3,243	TRIM
184	Trexquant Investment LP	$13.9M	12,015	+12,015	NEW
185	Pinnacle Financial Partners, Inc.	$13.7M	11,862	+4	ADD
186	Mirae Asset Global Investments Co., Ltd.	$13.4M	11,579	−3,081	TRIM
187	Mariner, LLC	$13.3M	11,464	−4,135	TRIM
188	STEPHENS INC /AR/	$12.8M	11,068	+712	ADD
189	Linonia Partnership LP	$12.8M	11,022	0	NO CHANGE
190	PITTENGER & ANDERSON INC	$12.6M	10,869	+134	ADD
191	Broad Run Investment Management, LLC	$12.5M	10,801	0	NO CHANGE
192	Allspring Global Investments Holdings, LLC	$11.9M	10,113	−173	TRIM
193	VOYA INVESTMENT MANAGEMENT LLC	$11.8M	10,143	−1,827	TRIM
194	Creative Planning	$11.6M	10,044	−808	TRIM
195	TEACHER RETIREMENT SYSTEM OF TEXAS	$11.6M	10,031	−74	TRIM
196	USS Investment Management Ltd	$11.6M	10,007	+364	ADD
197	Inherent Management Corp.	$11.6M	10,000	+2,300	ADD
198	Capital Group Private Client Services, Inc.	$11.2M	9,671	−4,355	TRIM
199	Cornerstone Advisors, LLC	$11.2M	9,657	−4,165	TRIM
200	Daiwa Securities Group Inc.	$11.2M	9,633	+545	ADD
201	REGIONS FINANCIAL CORP	$11.1M	9,570	−25,882	TRIM
202	Fairbanks Capital Management, Inc.	$11.0M	9,497	−132	TRIM
203	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$10.9M	9,432	+2,005	ADD
204	EASTERN BANK	$10.7M	9,268	+1,824	ADD
205	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$10.6M	9,162	+9,162	NEW
206	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.6M	9,121	+1,789	ADD
207	Red Door Wealth Management, LLC	$10.6M	9,114	+109	ADD
208	Utah Retirement Systems	$10.4M	8,987	−140	TRIM
209	Aquatic Capital Management LLC	$10.4M	8,972	+7,829	ADD
210	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.2M	8,803	−1,416	TRIM
211	ASR Vermogensbeheer N.V.	$10.1M	8,697	+1,741	ADD
212	Pathstone Holdings, LLC	$9.9M	8,552	+1,333	ADD
213	Spinecap SAS	$9.8M	8,466	−87	TRIM
214	CREDIT AGRICOLE S A	$9.6M	8,298	−8,322	TRIM
215	NEOS Investment Management LLC	$9.5M	8,205	+3,556	ADD
216	Eurizon Capital SGR S.p.A.	$9.5M	8,160	+2,768	ADD
217	ProShare Advisors LLC	$9.4M	8,102	−2,254	TRIM
218	PRAGMA GESTAO DE PATRIMONIO LTD	$9.4M	8,090	−2,700	TRIM
219	Smith Salley Wealth Management	$9.4M	8,070	+134	ADD
220	FIL Ltd	$9.3M	8,001	+7,190	ADD
221	BANK OF NOVA SCOTIA	$9.2M	7,952	−13,962	TRIM
222	Janus Henderson Group Ltd.	$9.2M	7,901	+895	ADD
223	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.1M	7,843	+121	ADD
224	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.0M	7,797	−473	TRIM
225	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.0M	7,762	−2,204	TRIM
226	Wealthfront Advisers LLC	$9.0M	7,750	+881	ADD
227	Phraction Management LLC	$8.9M	7,665	+5,586	ADD
228	Swiss Life Asset Management Ltd	$8.9M	7,648	+62	ADD
229	Legal Advantage Investments, Inc.	$8.6M	7,402	+100	ADD
230	KP Management LLC	$8.5M	7,350	+2,350	ADD
231	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.5M	7,335	+367	ADD
232	WINTON GROUP Ltd	$8.3M	7,165	+7,165	NEW
233	Dai-ichi Life Insurance Company, Ltd	$8.2M	7,114	+966	ADD
234	Vontobel Holding Ltd.	$8.1M	7,029	+5,952	ADD
235	Prospera Financial Services Inc	$8.1M	6,949	+597	ADD
236	EQUITABLE TRUST CO	$8.0M	6,897	+567	ADD
237	OneDigital Investment Advisors LLC	$8.0M	6,883	+1,125	ADD
238	Vanguard Personalized Indexing Management, LLC	$7.9M	6,859	−1,222	TRIM
239	Delta Investment Management, LLC	$7.9M	6,853	−279	TRIM
240	KEYBANK NATIONAL ASSOCIATION/OH	$7.8M	6,773	+435	ADD
241	Investidor Profissional Gestao de Recursos Ltda.	$7.7M	6,633	−4,587	TRIM
242	Sequoia Financial Advisors, LLC	$7.6M	6,597	+276	ADD
243	Long Path Partners LP	$7.5M	6,478	+6,478	NEW
244	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.5M	6,456	+11	ADD
245	Investment Management Corp of Ontario	$7.5M	6,438	+1,376	ADD
246	Andra AP-fonden	$7.4M	6,344	+4,332	ADD
247	Ancora Advisors LLC	$7.3M	6,268	+177	ADD
248	Pennant Select, LLC	$7.2M	6,200	0	NO CHANGE
249	Shelter Rock Management, LLC	$7.0M	6,070	+1,119	ADD
250	Cerity Partners LLC	$7.0M	6,056	−892	TRIM
251	YOUSIF CAPITAL MANAGEMENT, LLC	$7.0M	6,012	−243	TRIM
252	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.9M	5,995	−42	TRIM
253	Oak Thistle LLC	$6.9M	5,977	+4,641	ADD
254	Crystal Rock Capital Management	$6.9M	5,970	−120	TRIM
255	Federation des caisses Desjardins du Quebec	$6.9M	5,938	+1,264	ADD
256	Blackstone Inc.	$6.9M	5,915	+2,716	ADD
257	Crossmark Global Holdings, Inc.	$6.6M	5,727	—	NO PRIOR
258	Empowered Funds, LLC	$6.6M	5,717	+5,717	NEW
259	Advisors Asset Management, Inc.	$6.6M	5,693	+776	ADD
260	OP Asset Management Ltd	$6.6M	5,653	—	NO PRIOR
261	M&T BANK CORP	$6.5M	5,569	−291	TRIM
262	Baird Financial Group, Inc.	$6.4M	5,528	+5,528	NEW
263	HB Wealth Management, LLC	$6.4M	5,499	−242	TRIM
264	Owlhouse Capital LP	$6.4M	5,490	−590	TRIM
265	Ethic Inc.	$6.3M	5,409	−175	TRIM
266	AMERICAN CENTURY COMPANIES INC	$6.1M	5,293	−59	TRIM
267	Walter Public Investments Inc.	$6.1M	5,224	+2,734	ADD
268	Barbara Oil Co.	$5.9M	5,065	0	NO CHANGE
269	IFM Investors Pty Ltd	$5.8M	4,980	+4,980	NEW
270	Vinva Investment Management Ltd	$5.7M	5,062	+3,081	ADD
271	Laird Norton Wetherby Trust Company, LLC	$5.6M	4,859	−599	TRIM
272	AIA Group Ltd	$5.6M	4,823	−742	TRIM
273	UniSuper Management Pty Ltd	$5.5M	4,757	+31	ADD
274	Engineers Gate Manager LP	$5.4M	4,702	+4,702	NEW
275	MACQUARIE GROUP LTD	$5.4M	4,690	−1,804	TRIM
276	PRINCIPAL SECURITIES, INC.	$5.4M	4,628	+39	ADD
277	Cetera Investment Advisers	$5.0M	4,325	−444	TRIM
278	OAK RIDGE INVESTMENTS LLC	$5.0M	4,323	−5,452	TRIM
279	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.8M	4,157	−34	TRIM
280	NATIXIS	$4.8M	4,130	−6,999	TRIM
281	OSAIC HOLDINGS, INC.	$4.8M	4,099	+92	ADD
282	Nicholas Investment Partners, LP	$4.7M	4,068	0	NO CHANGE
283	Arrow Capital Management, LLC	$4.7M	4,017	+17	ADD
284	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$4.6M	4,012	−1,919	TRIM
285	BNP Paribas Asset Management Holding S.A.	$4.6M	3,965	−390	TRIM
286	Kingsview Wealth Management, LLC	$4.5M	3,905	−366	TRIM
287	Mediolanum International Funds Ltd	$4.5M	3,957	+1,331	ADD
288	Sustainable Insight Capital Management, LLC	$4.5M	3,853	+660	ADD
289	SAWGRASS ASSET MANAGEMENT LLC	$4.4M	3,829	+3,829	NEW
290	Capital Group Investment Management Pte. Ltd.	$4.4M	3,789	+195	ADD
291	Vident Advisory, LLC	$4.4M	3,786	−3,611	TRIM
292	Allianz Asset Management GmbH	$4.4M	3,779	+2,018	ADD
293	Chicago Partners Investment Group LLC	$4.3M	3,656	−9	TRIM
294	SCHOLTZ & COMPANY, LLC	$4.3M	3,688	+153	ADD
295	AXQ CAPITAL, LP	$4.3M	3,686	+3,221	ADD
296	Snider Financial Group	$4.2M	3,626	+157	ADD
297	Banco Santander, S.A.	$4.2M	3,596	+955	ADD
298	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$4.1M	3,545	−119	TRIM
299	TRUIST FINANCIAL CORP	$4.1M	3,525	−486	TRIM
300	UNIVEST FINANCIAL Corp	$4.1M	3,504	+120	ADD
301	CIBC WORLD MARKET INC.	$4.1M	3,498	−609	TRIM
302	Frank, Rimerman Advisors LLC	$4.0M	3,476	−1,460	TRIM
303	SIGMA INVESTMENT COUNSELORS INC	$4.0M	3,454	−156	TRIM
304	Norinchukin Bank, The	$4.0M	3,439	+14	ADD
305	MIZUHO SECURITIES USA LLC	$4.0M	3,414	−687	TRIM
306	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.9M	3,406	+1,765	ADD
307	GEORGE KAISER FAMILY FOUNDATION	$3.9M	3,399	+8	ADD
308	NewEdge Advisors, LLC	$3.8M	3,297	+3,297	NEW
309	HARTFORD INVESTMENT MANAGEMENT CO	$3.7M	3,224	−38	TRIM
310	Osmosis Investment Management UK Ltd	$3.7M	3,200	−905	TRIM
311	Roundview Capital LLC	$3.7M	3,198	+57	ADD
312	Tower Research Capital LLC (TRC)	$3.7M	3,159	+1,816	ADD
313	DUNCKER STREETT & CO INC	$3.6M	3,136	−157	TRIM
314	GKV Capital Management Co., Inc.	$3.6M	3,077	−198	TRIM
315	Mezzasalma Advisors, LLC	$3.5M	3,035	+186	ADD
316	OMERS ADMINISTRATION Corp	$3.4M	2,954	+960	ADD
317	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	$3.4M	2,911	+2,911	NEW
318	Stratos Wealth Partners, LTD.	$3.4M	2,908	−85	TRIM
319	Broadleaf Partners, LLC	$3.4M	2,907	−85	TRIM
320	Csenge Advisory Group	$3.3M	2,879	0	NO CHANGE
321	COMMERCE BANK	$3.3M	2,874	+753	ADD
322	PARTNERS CAPITAL INVESTMENT GROUP, LLP	$3.2M	2,794	−303	TRIM
323	WOLVERINE ASSET MANAGEMENT LLC	$3.2M	2,791	+1,100	ADD
324	Texas Yale Capital Corp.	$3.2M	2,791	+75	ADD
325	ALLEN OPERATIONS LLC	$3.2M	2,764	0	NO CHANGE
326	Maryland State Retirement & Pension System	$3.2M	2,756	0	NO CHANGE
327	CLOVERFIELDS CAPITAL GROUP, LP	$3.2M	2,737	−38	TRIM
328	Themes Management Co LLC	$3.2M	2,721	+1,095	ADD
329	MML INVESTORS SERVICES, LLC	$3.1M	2,683	+79	ADD
330	Tidal Investments LLC	$3.1M	2,681	+1,273	ADD
331	LEVEL FOUR ADVISORY SERVICES, LLC	$3.1M	2,663	−11	TRIM
332	Clearstead Advisors, LLC	$3.1M	2,663	−42	TRIM
333	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.1M	2,641	−1,052	TRIM
334	Private Advisor Group, LLC	$3.1M	2,655	+126	ADD
335	Eos Management, L.P.	$3.0M	2,625	−6,693	TRIM
336	ABN AMRO INVESTMENT SOLUTIONS	$3.0M	2,621	+2,621	NEW
337	ALLIANZ SE	$3.0M	2,594	0	NO CHANGE
338	Steward Partners Investment Advisory, LLC	$3.0M	2,579	−2,364	TRIM
339	CITIZENS FINANCIAL GROUP INC/RI	$3.0M	2,563	−295	TRIM
340	Lido Advisors, LLC	$3.0M	2,560	+18	ADD
341	EXCHANGE TRADED CONCEPTS, LLC	$2.9M	2,531	−506	TRIM
342	Third View Private Wealth, LLC	$2.9M	2,515	+64	ADD
343	Aristotle Atlantic Partners, LLC	$2.9M	2,500	+2,500	NEW
344	Knollwood Investment Advisory, LLC	$2.9M	2,478	0	NO CHANGE
345	Rockingstone Advisors LLC	$2.9M	2,476	+25	ADD
346	MERCER GLOBAL ADVISORS INC /ADV	$2.8M	2,432	−87	TRIM
347	Family Legacy, Inc.	$2.8M	2,422	+28	ADD
348	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$2.8M	2,385	+9	ADD
349	Alaethes Wealth, LLC	$2.8M	2,381	+38	ADD
350	AG2R LA MONDIALE GESTION D'ACTIFS	$2.8M	2,380	+58	ADD
351	COMMONWEALTH EQUITY SERVICES, LLC	$2.8M	2,377	−264	TRIM
352	CAXTON ASSOCIATES LLP	$2.7M	2,367	+1,715	ADD
353	Generali Asset Management SPA SGR	$2.7M	2,351	−146	TRIM
354	Bridgewater Associates, LP	$2.7M	2,323	−3,237	TRIM
355	&PARTNERS	$2.7M	2,323	−313	TRIM
356	MUFG Securities EMEA plc	$2.7M	2,311	−988	TRIM
357	Cyndeo Wealth Partners, LLC	$2.7M	2,304	+169	ADD
358	MILLENNIUM MANAGEMENT LLC	$2.7M	2,297	−1,615	TRIM
359	INTECH INVESTMENT MANAGEMENT LLC	$2.6M	2,276	−526	TRIM
360	BOOTHBAY FUND MANAGEMENT, LLC	$2.5M	2,138	+468	ADD
361	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.5M	2,163	+65	ADD
362	NOMURA HOLDINGS INC	$2.5M	2,123	+1,286	ADD
363	Atria Investments, Inc	$2.4M	2,089	−141	TRIM
364	Concurrent Investment Advisors, LLC	$2.4M	2,032	+1,221	ADD
365	ASPIRIANT, LLC	$2.3M	2,000	−1	TRIM
366	B. Metzler seel. Sohn & Co. AG	$2.3M	1,995	0	NO CHANGE
367	Alliance Wealth Advisors, LLC	$2.3M	1,962	+21	ADD
368	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.3M	1,958	+39	ADD
369	Hixon Zuercher, LLC	$2.2M	1,939	−15	TRIM
370	Marks Group Wealth Management, Inc	$2.2M	1,937	−733	TRIM
371	Callan Family Office, LLC	$2.1M	1,836	−146	TRIM
372	Caprock Group, LLC	$2.1M	1,834	+467	ADD
373	Empirical Finance, LLC	$2.1M	1,825	−2	TRIM
374	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.1M	1,807	+7	ADD
375	SPX Gestao de Recursos Ltda	$2.1M	1,780	+380	ADD
376	Leonteq Securities AG	$2.0M	1,768	+1,065	ADD
377	Sanctuary Advisors, LLC	$2.0M	1,748	−136	TRIM
378	Summit Trail Advisors, LLC	$2.0M	1,725	+155	ADD
379	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.0M	1,700	+1,700	NEW
380	PALISADE CAPITAL MANAGEMENT, LP	$2.0M	1,700	0	NO CHANGE
381	Ascent Group, LLC	$1.9M	1,662	+28	ADD
382	MGO ONE SEVEN LLC	$1.9M	1,626	−779	TRIM
383	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.9M	1,614	+13	ADD
384	Glenview Trust Co	$1.9M	1,610	+122	ADD
385	Metis Global Partners, LLC	$1.9M	1,608	−175	TRIM
386	GUERRA PAN ADVISORS, LLC	$1.9M	1,602	−7	TRIM
387	North Dakota State Investment Board	$1.9M	1,601	−294	TRIM
388	Linden Thomas Advisory Services, LLC	$1.8M	1,569	+298	ADD
389	MUFG SECURITIES AMERICAS INC.	$1.8M	1,562	+45	ADD
390	GREENLEAF TRUST	$1.8M	1,549	−52	TRIM
391	Blue Fin Capital, Inc.	$1.8M	1,531	+108	ADD
392	SECURIAN ASSET MANAGEMENT, INC	$1.8M	1,531	0	NO CHANGE
393	Kestra Advisory Services, LLC	$1.7M	1,483	−151	TRIM
394	OPPENHEIMER & CO INC	$1.7M	1,481	−26	TRIM
395	CHOREO, LLC	$1.7M	1,457	+47	ADD
396	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.7M	1,454	−103	TRIM
397	WELLINGTON MANAGEMENT GROUP LLP	$1.7M	1,427	+322	ADD
398	Spartan Wealth Advisory Services LLC	$1.6M	1,417	—	NO PRIOR
399	Western Financial Corp/CA	$1.6M	1,393	−43	TRIM
400	JANE STREET GROUP, LLC	$1.6M	1,389	−1,297	TRIM
401	Summit Financial, LLC	$1.6M	1,379	+1,219	ADD
402	Orion Porfolio Solutions, LLC	$1.6M	1,350	−76	TRIM
403	Radnor Capital Management, LLC	$1.5M	1,332	0	NO CHANGE
404	Hennion & Walsh Asset Management, Inc.	$1.5M	1,314	+371	ADD
405	GLENMEDE TRUST CO NA	$1.5M	1,311	−47	TRIM
406	Accretive Wealth Partners, LLC	$1.5M	1,307	+2	ADD
407	Voleon Capital Management LP	$1.5M	1,281	+1,281	NEW
408	Merit Financial Group, LLC	$1.5M	1,275	0	NO CHANGE
409	Applied Finance Capital Management, LLC	$1.5M	1,274	+1,274	NEW
410	Vise Technologies, Inc.	$1.5M	1,109	0	NO CHANGE
411	GATEWAY INVESTMENT ADVISERS LLC	$1.5M	1,270	+24	ADD
412	COLDSTREAM CAPITAL MANAGEMENT INC	$1.4M	1,220	+342	ADD
413	RDA Financial Network	$1.4M	1,214	−202	TRIM
414	LGT Fund Management Co Ltd.	$1.4M	1,204	+1,204	NEW
415	VestGen Advisors, LLC	$1.4M	1,166	−18	TRIM
416	Integrated Advisors Network LLC	$1.4M	1,195	−47	TRIM
417	Haverford Trust Co	$1.4M	1,180	+57	ADD
418	Verition Fund Management LLC	$1.4M	1,177	−1,872	TRIM
419	Plato Investment Management Ltd	$1.3M	1,163	0	NO CHANGE
420	Hills Bank & Trust Co	$1.3M	1,158	0	NO CHANGE
421	Beacon Pointe Advisors, LLC	$1.3M	1,148	+559	ADD
422	HighVista Strategies LLC	$1.3M	1,145	−1,030	TRIM
423	Lombard Odier Asset Management (USA) Corp	$1.3M	1,145	−382	TRIM
424	Meeder Advisory Services, Inc.	$1.3M	1,144	0	NO CHANGE
425	Gilbert & Cook, Inc.	$1.3M	1,141	−19	TRIM
426	Intesa Sanpaolo Wealth Management	$1.3M	1,123	0	NO CHANGE
427	Bridgefront Capital, LLC	$1.3M	1,108	+1,108	NEW
428	Traynor Capital Management, Inc.	$1.3M	1,124	+272	ADD
429	SummitTX Capital, L.P.	$1.3M	1,081	+731	ADD
430	Siemens Fonds Invest GmbH	$1.3M	1,079	+18	ADD
431	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$1.2M	1,058	+52	ADD
432	Vestmark Advisory Solutions, Inc.	$1.2M	1,054	−246	TRIM
433	CORDA Investment Management, LLC.	$1.2M	1,040	0	NO CHANGE
434	EXENCIAL WEALTH ADVISORS, LLC	$1.2M	1,036	+1,036	NEW
435	BENJAMIN EDWARDS INC	$1.2M	1,034	0	NO CHANGE
436	Avestar Capital, LLC	$1.2M	1,024	+379	ADD
437	YHB Investment Advisors, Inc.	$1.2M	1,022	+116	ADD
438	McHugh Group, LLC	$1.2M	1,014	+4	ADD
439	PFG Advisors	$1.2M	998	+75	ADD
440	Davidson Capital Management Inc.	$1.2M	993	−447	TRIM
441	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.1M	986	+10	ADD
442	GUGGENHEIM CAPITAL LLC	$1.1M	985	−215	TRIM
443	PARAGON CAPITAL MANAGEMENT INC	$1.1M	980	−34	TRIM
444	Richard Bernstein Advisors LLC	$1.1M	978	+978	NEW
445	QRG CAPITAL MANAGEMENT, INC.	$1.1M	977	−105	TRIM
446	MAI Capital Management	$1.1M	972	+214	ADD
447	Composition Wealth, LLC	$1.1M	965	+49	ADD
448	Assenagon Asset Management S.A.	$1.1M	963	−78	TRIM
449	BRASADA CAPITAL MANAGEMENT, LP	$1.1M	930	−4,846	TRIM
450	Circle Wealth Management, LLC	$1.1M	942	+4	ADD
451	CWM, LLC	$1.1M	937	+5	ADD
452	Checchi Capital Advisers, LLC	$1.1M	937	+84	ADD
453	Signature Wealth Management Group	$1.1M	936	+936	NEW
454	KORNITZER CAPITAL MANAGEMENT INC /KS	$1.1M	932	−514	TRIM
455	QUADRANT CAPITAL GROUP LLC	$1.1M	922	−608	TRIM
456	Cross Staff Investments Inc	$1.1M	912	0	NO CHANGE
457	EP Wealth Advisors, LLC	$1.1M	911	−7	TRIM
458	FIDELIS CAPITAL PARTNERS, LLC	$1.1M	907	−29	TRIM
459	VERUS CAPITAL PARTNERS, LLC	$1.0M	896	+40	ADD
460	Wedmont Private Capital	$1.0M	848	+24	ADD
461	Edgestream Partners, L.P.	$1.0M	891	+584	ADD
462	ELEVATION POINT WEALTH PARTNERS, LLC	$1.0M	887	+197	ADD
463	Accuvest Global Advisors	$1.0M	886	−286	TRIM
464	TFR Capital, LLC.	$1.0M	885	+14	ADD
465	Arax Advisory Partners	$1.0M	876	−294	TRIM
466	GREAT VALLEY ADVISOR GROUP, INC.	$1.0M	875	+12	ADD
467	Havemeyer Place LP	$1.0M	871	−615	TRIM
468	Navalign, LLC	$1.0M	863	+44	ADD
469	SAPIENT CAPITAL LLC	$998K	861	−147	TRIM
470	NBT BANK, N.A.	$987K	852	−3	TRIM
471	TEMA ETFS LLC	$983K	848	0	NO CHANGE
472	Longaeva Partners L.P.	$977K	843	+843	NEW
473	St. Louis Trust Co	$974K	840	+171	ADD
474	XXI WEALTH, LLC	$953K	822	−61	TRIM
475	Apollon Wealth Management, LLC	$951K	820	−71	TRIM
476	Verdence Capital Advisors LLC	$946K	816	+67	ADD
477	Lombard Odier Asset Management (Switzerland) SA	$945K	815	+815	NEW
478	Union Bancaire Privee, UBP SA	$942K	1,013	+43	ADD
479	GRIFFIN ASSET MANAGEMENT, INC.	$939K	810	+60	ADD
480	Whitford Management LLC	$939K	810	−813	TRIM
481	TD Waterhouse Canada Inc.	$937K	799	+540	ADD
482	INTACT INVESTMENT MANAGEMENT INC.	$927K	800	+800	NEW
483	Fund 1 Investments, LLC	$927K	800	+800	NEW
484	Strong Tower Advisory Services	$920K	793	+36	ADD
485	MASTERINVEST Kapitalanlage GmbH	$902K	778	+567	ADD
486	Allred Capital Management, LLC	$896K	773	−5	TRIM
487	CASTLEARK MANAGEMENT LLC	$892K	770	0	NO CHANGE
488	Skylands Capital, LLC	$892K	770	0	NO CHANGE
489	Savant Capital, LLC	$890K	768	+63	ADD
490	Souders Financial Advisors	$888K	766	+73	ADD
491	DOLIVER ADVISORS, LP	$878K	758	−52	TRIM
492	Everhart Financial Group, Inc.	$877K	757	+72	ADD
493	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$875K	755	−971	TRIM
494	New England Research & Management, Inc.	$870K	751	−26	TRIM
495	SILVER OAK SECURITIES, INCORPORATED	$863K	744	+4	ADD
496	Perigon Wealth Management, LLC	$844K	728	−26	TRIM
497	Brooklyn Investment Group	$831K	718	−147	TRIM
498	Mesirow Financial Investment Management, Inc.	$830K	716	+48	ADD
499	Krilogy Financial LLC	$827K	673	+500	ADD
500	INTERCAPITAL, LLC	$811K	700	+700	NEW

Truncated by Public Filings. Top 500 of 911 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TDG

Congress · last 90 days

Buyers: 1 April McClain Delaney D–MD-6 $1K–$15K
Sellers: 1 April McClain Delaney D–MD-6 $100K–$250K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 4 Tudor Investment Corp, Lone Pine Capital, Third Point, Caxton Associates $138M held
Trimming: 2 Gotham Asset Management, Bridgewater Associates $20.4M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · TRANSDIGM GROUP INC

Merged timeline of congressional filings and notable-manager moves on TDG
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	SELL	$100K–$250K
2026-08-03	April McClain Delaney Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+53,428 sh
2026-05-15	Lone Pine Capital 13F	ADD	+16,449 sh
2026-05-15	Third Point 13F	NEW	+25,000 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−8,215 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−3,237 sh
2026-05-14	Caxton Associates 13F	ADD	+1,715 sh

8 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.