TransDigm Group INC
TDG- 交易所
- NYSE
- 產業
- Aircraft Parts & Auxiliary Equipment, NEC
- SEC CIK
- 0001260221
近 90 天，TransDigm Group INC 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 1,146 家機構在 13F 申報持有，市值合計 $699.9 億；第三點資本和孤松資本兩位大師持有。
2026 年第 2 季 13F 持有人
TransDigm Group INC 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,146
- 較 2026 年第 1 季 +46 家
- 持有股數
- 5,258 萬
- 較 2026 年第 1 季 −30.3 萬 (−0.6%)
- 總市值
- $699.9 億
- 較 2026 年第 1 季 +$87.3 億 (+14.3%)
- 新進機構
- 141
- 另有 449 家加碼
- 清倉機構
- 95
- 另有 368 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TDG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,146 | $699.9 億 |
| 2026 年第 1 季 | 1,112 | $612.8 億 |
| 2025 年第 4 季 | 1,133 | $717.3 億 |
| 2025 年第 3 季 | 1,073 | $724.5 億 |
| 2025 年第 2 季 | 1,111 | $824.1 億 |
| 2025 年第 1 季 | 1,090 | $738.2 億 |
| 2024 年第 4 季 | 1,048 | $674.4 億 |
| 2024 年第 3 季 | 1,032 | $768.3 億 |
| 2024 年第 2 季 | 1,005 | $703.8 億 |
| 2024 年第 1 季 | 936 | $705.2 億 |
| 2023 年第 4 季 | 864 | $567.0 億 |
| 2023 年第 3 季 | 770 | $448.6 億 |
| 2023 年第 2 季 | 746 | $479.7 億 |
| 2023 年第 1 季 | 721 | $399.7 億 |
| 2022 年第 4 季 | 705 | $328.9 億 |
| 2022 年第 3 季 | 650 | $275.3 億 |
| 2022 年第 2 季 | 658 | $277.2 億 |
| 2022 年第 1 季 | 684 | $336.7 億 |
| 2021 年第 4 季 | 659 | $347.3 億 |
| 2021 年第 3 季 | 630 | $335.1 億 |
| 2021 年第 2 季 | 614 | $346.5 億 |
| 2021 年第 1 季 | 609 | $310.6 億 |
2026 年第 2 季持有機構
每家機構持有 TransDigm Group INC 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 5,062,682 | $67.4 億 | 1.39% | −432,013−7.9% | 減碼 |
| BlackRock, Inc. | 4,871,505 | $64.9 億 | 0.10% | +270,253+5.9% | 加碼 |
| Capital World Investors | 4,274,109 | $56.9 億 | 0.67% | −392,382−8.4% | 減碼 |
| Vanguard Capital Management LLC | 3,653,511 | $48.7 億 | 0.10% | −16,218−0.4% | 減碼 |
| Capital Research Global Investors | 3,119,490 | $41.6 億 | 0.58% | −24,019−0.8% | 減碼 |
| Vanguard Portfolio Management LLC | 2,580,994 | $34.4 億 | 0.15% | +7,907+0.3% | 加碼 |
| State Street Corp | 2,559,096 | $34.1 億 | 0.10% | +42,490+1.7% | 加碼 |
| Principal Financial Group Inc | 1,709,129 | $22.8 億 | 1.12% | −304,655−15.1% | 減碼 |
| Geode Capital Management, LLC | 1,286,385 | $17.1 億 | 0.09% | +9,941+0.8% | 加碼 |
| FMR LLC | 1,091,534 | $14.5 億 | 0.06% | −267,005−19.7% | 減碼 |
| Soroban Capital Partners LP | 898,197 | $12.0 億 | 8.45% | +42,000+4.9% | 加碼 |
| Altarock Partners LLC | 875,755 | $11.7 億 | 27.51% | −33,413−3.7% | 減碼 |
| Morgan Stanley | 872,559 | $11.6 億 | 0.06% | −21,176−2.4% | 減碼 |
| JPMorgan Chase & Co | 835,113 | $11.1 億 | 0.06% | −62,835−7.0% | 減碼 |
| Norges Bank | 781,731 | $10.4 億 | 0.10% | +781,731 | 新進 |
| Windacre Partnership LLC | 684,100 | $9.11 億 | 9.01% | +174,500+34.2% | 加碼 |
| UBS Group AG | 606,686 | $8.08 億 | 0.13% | +97,018+19.0% | 加碼 |
| Price T Rowe Associates Inc | 574,438 | $7.65 億 | 0.08% | −18,257−3.1% | 減碼 |
| Invesco Ltd. | 479,551 | $6.39 億 | 0.05% | +44,960+10.3% | 加碼 |
| Northern Trust Corp | 467,543 | $6.23 億 | 0.07% | +11,699+2.6% | 加碼 |
| Charles Schwab Investment Management Inc | 442,904 | $5.90 億 | 0.08% | +32,710+8.0% | 加碼 |
| Stockbridge Partners LLC | 434,281 | $5.78 億 | 12.17% | 00.0% | 不變 |
| Primecap Management Co | 410,217 | $5.46 億 | 0.32% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 392,447 | $5.23 億 | 0.41% | +202,300+106.4% | 加碼 |
| UBS Asset Management Americas Inc | 354,105 | $4.72 億 | 0.09% | −5,536−1.5% | 減碼 |
| Select Equity Group, L.P. | 353,230 | $4.71 億 | 2.49% | +305,287+636.8% | 加碼 |
| Goldman Sachs Group Inc | 349,906 | $4.66 億 | 0.05% | +67,789+24.0% | 加碼 |
| Bank of New York Mellon Corp | 318,749 | $4.25 億 | 0.07% | −1,958−0.6% | 減碼 |
| Vanguard Fiduciary Trust Co | 317,808 | $4.23 億 | 0.09% | −1,212−0.4% | 減碼 |
| Bank of America Corp | 286,324 | $3.81 億 | 0.02% | −9,707−3.3% | 減碼 |
| Edgewood Management LLC | 278,240 | $3.71 億 | 3.82% | −339,261−54.9% | 減碼 |
| Legal & General Group Plc | 267,276 | $3.56 億 | 0.07% | −15,317−5.4% | 減碼 |
| CIBC Bancorp USA Inc. | 233,167 | $3.11 億 | 0.38% | +31,690+15.7% | 加碼 |
| Temasek Holdings (Private) Ltd | 203,419 | $2.71 億 | 0.74% | −15,466−7.1% | 減碼 |
| Heard Capital LLC | 186,289 | $2.48 億 | 10.62% | +7,679+4.3% | 加碼 |
| Wells Fargo & Company | 183,673 | $2.45 億 | 0.04% | +33,707+22.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 181,405 | $2.42 億 | 0.14% | +1,213+0.7% | 加碼 |
| Deutsche Bank AG | 174,808 | $2.33 億 | 0.07% | −17,896−9.3% | 減碼 |
| Dimensional Fund Advisors LP | 173,772 | $2.31 億 | 0.04% | +12,195+7.5% | 加碼 |
| Vulcan Value Partners, LLC | 170,429 | $2.27 億 | 6.91% | −13,799−7.5% | 減碼 |
| Nuveen, LLC | 167,347 | $2.23 億 | 0.05% | +27,738+19.9% | 加碼 |
| Blair William & Co | 164,960 | $2.20 億 | 0.57% | −1,288−0.8% | 減碼 |
| Swiss National Bank | 159,280 | $2.12 億 | 0.11% | −6,000−3.6% | 減碼 |
| Canada Pension Plan Investment Board | 158,357 | $2.11 億 | 0.12% | −43,100−21.4% | 減碼 |
| Alkeon Capital Management LLC | 149,078 | $1.99 億 | 0.77% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,880 | $1.93 億 | 0.11% | +13,562+10.3% | 加碼 |
| Bank of Montreal | 142,184 | $1.89 億 | 0.07% | +22,595+18.9% | 加碼 |
| Veritas Asset Management LLP | 137,969 | $1.84 億 | 3.31% | +3,995+3.0% | 加碼 |
| National Pension Service | 135,233 | $1.80 億 | 0.12% | +4,924+3.8% | 加碼 |
| Citigroup Inc | 129,926 | $1.73 億 | 0.08% | −14,247−9.9% | 減碼 |
| Franklin Resources Inc | 122,664 | $1.63 億 | 0.04% | −20,846−14.5% | 減碼 |
| Vanguard Global Advisers, LLC | 120,366 | $1.60 億 | 0.07% | −2,762−2.2% | 減碼 |
| Skye Global Management LP | 120,000 | $1.60 億 | 3.11% | +2,000+1.7% | 加碼 |
| DF Dent & Co Inc | 111,941 | $1.49 億 | 2.83% | −10,812−8.8% | 減碼 |
| Bristol John W & Co Inc | 108,456 | $1.44 億 | 2.14% | −1,055−1.0% | 減碼 |
| Vanguard Asset Management, Ltd | 106,903 | $1.42 億 | 0.10% | +12,148+12.8% | 加碼 |
| Triple Frond Partners LLC | 106,544 | $1.42 億 | 12.67% | 00.0% | 不變 |
| Ameriprise Financial Inc | 105,396 | $1.40 億 | 0.03% | −38,486−26.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 105,306 | $1.40 億 | 2.42% | +2,503+2.4% | 加碼 |
| Amundi | 102,747 | $1.37 億 | 0.03% | +8,134+8.6% | 加碼 |
| California Public Employees Retirement System | 95,459 | $1.27 億 | 0.07% | +2,522+2.7% | 加碼 |
| Citadel Advisors LLC | 95,123 | $1.27 億 | 0.07% | +4,849+5.4% | 加碼 |
| King Luther Capital Management Corp | 94,221 | $1.26 億 | 0.51% | −14,155−13.1% | 減碼 |
| Rhumbline Advisers | 92,555 | $1.23 億 | 0.09% | −5,331−5.4% | 減碼 |
| HSBC Holdings PLC | 91,325 | $1.21 億 | 0.06% | +8,266+10.0% | 加碼 |
| Sands Capital Management, LLC | 89,669 | $1.19 億 | 0.44% | −4,672−5.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 87,645 | $1.17 億 | 0.06% | +622+0.7% | 加碼 |
| Atalan Capital Partners, LP | 87,530 | $1.17 億 | 7.15% | +3,030+3.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 86,048 | $1.15 億 | 0.06% | +4,674+5.7% | 加碼 |
| California State Teachers Retirement System | 84,346 | $1.12 億 | 0.10% | −8,904−9.5% | 減碼 |
| Douglas Lane & Associates, LLC | 83,069 | $1.11 億 | 1.50% | +926+1.1% | 加碼 |
| Russell Investments Group, Ltd. | 82,776 | $1.10 億 | 0.10% | −1,262−1.5% | 減碼 |
| US Bancorp | 79,707 | $1.06 億 | 0.12% | −13,586−14.6% | 減碼 |
| Third Point LLC大師第三點資本 | 79,000 | $1.05 億 | 2.26% | +54,000+216.0% | 加碼 |
| Bamco Inc | 78,501 | $1.05 億 | 0.16% | −163−0.2% | 減碼 |
| Raymond James Financial Inc | 78,373 | $1.04 億 | 0.03% | +192+0.2% | 加碼 |
| Argent Capital Management LLC | 66,590 | $8,870 萬 | 2.80% | −8,675−11.5% | 減碼 |
| CI Private Wealth, LLC | 64,302 | $8,565 萬 | 0.12% | −3,896−5.7% | 減碼 |
| Barclays PLC | 64,282 | $8,563 萬 | 0.03% | −43,077−40.1% | 減碼 |
| Cat Rock Capital Management LP | 63,339 | $8,437 萬 | 19.57% | +17,255+37.4% | 加碼 |
| Envestnet Asset Management Inc | 61,513 | $8,194 萬 | 0.02% | −4,999−7.5% | 減碼 |
| New York State Common Retirement Fund | 59,988 | $7,991 萬 | 0.10% | −3,000−4.8% | 減碼 |
| Colony Group, LLC | 56,568 | $7,535 萬 | 0.08% | +1,725+3.1% | 加碼 |
| Chicago Capital, LLC | 53,084 | $7,071 萬 | 1.70% | +107+0.2% | 加碼 |
| Royal Bank of Canada | 53,052 | $7,067 萬 | 0.01% | +3,387+6.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 50,812 | $6,768 萬 | 1.27% | +6,959+15.9% | 加碼 |
| Alliancebernstein L.P. | 58,222 | $6,748 萬 | 0.02% | +2,373+4.2% | 加碼 |
| Hudson Way Capital Management LLC | 50,410 | $6,715 萬 | 5.99% | +1,043+2.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 49,894 | $6,646 萬 | 0.09% | −700−1.4% | 減碼 |
| Schroder Investment Management Group | 49,697 | $6,620 萬 | 0.05% | +232+0.5% | 加碼 |
| Holocene Advisors, LP | 49,202 | $6,554 萬 | 0.15% | +25,108+104.2% | 加碼 |
| Danske Bank A/S | 48,972 | $6,523 萬 | 0.13% | −498−1.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 48,683 | $6,485 萬 | 0.11% | −881−1.8% | 減碼 |
| Aviva PLC | 47,791 | $6,366 萬 | 0.09% | +952+2.0% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 47,672 | $6,350 萬 | 0.16% | −20,660−30.2% | 減碼 |
| Intermede Investment Partners Ltd | 49,681 | $6,200 萬 | 2.61% | −11,643−19.0% | 減碼 |
| Storebrand Asset Management AS | 46,523 | $6,197 萬 | 0.15% | +2,749+6.3% | 加碼 |
| Ycg, LLC | 46,242 | $6,160 萬 | 5.42% | +16,066+53.2% | 加碼 |
| Retirement Systems of Alabama | 45,966 | $6,123 萬 | 0.18% | −242−0.5% | 減碼 |
| Blacksheep Fund Management Ltd | 45,754 | $6,095 萬 | 19.69% | 00.0% | 不變 |