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。
2022 年第 1 季 13F 持有人
TransDigm Group INC 在 2022/3/31 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
- 684
- 較 2021 年第 4 季 +29 家
- 持有股數
- 5,175 萬
- 較 2021 年第 4 季 −56.6 萬 (−1.1%)
- 總市值
- $336.7 億
- 較 2021 年第 4 季 +$4.02 億 (+1.2%)
- 新進機構
- 81
- 另有 273 家加碼
- 清倉機構
- 52
- 另有 208 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 | $715.1 億 |
| 2025 年第 3 季 | 1,073 | $705.6 億 |
| 2025 年第 2 季 | 1,111 | $823.0 億 |
| 2025 年第 1 季 | 1,090 | $737.4 億 |
| 2024 年第 4 季 | 1,048 | $674.2 億 |
| 2024 年第 3 季 | 1,032 | $739.8 億 |
| 2024 年第 2 季 | 1,005 | $679.5 億 |
| 2024 年第 1 季 | 936 | $657.1 億 |
| 2023 年第 4 季 | 864 | $541.0 億 |
| 2023 年第 3 季 | 770 | $447.7 億 |
| 2023 年第 2 季 | 746 | $477.2 億 |
| 2023 年第 1 季 | 721 | $388.1 億 |
| 2022 年第 4 季 | 705 | $329.1 億 |
| 2022 年第 3 季 | 649 | $275.2 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 | $332.7 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 | $310.5 億 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 1,230 | $80.1 萬 | 0.06% | −200−14.0% | 減碼 |
| Crescent Grove Advisors, LLC | 1,234 | $80.4 萬 | 0.08% | +44+3.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,262 | $82.2 萬 | 0.00% | −376−23.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 1,265 | $82.4 萬 | 0.01% | +32+2.6% | 加碼 |
| Commonwealth Equity Services, LLC | 1,267 | $82.5 萬 | 0.00% | +182+16.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,269 | $85.7 萬 | 0.01% | −41−3.1% | 減碼 |
| Allstate Corp | 1,319 | $85.9 萬 | 0.02% | −24−1.8% | 減碼 |
| Hills Bank & Trust Co | 1,363 | $88.8 萬 | 0.13% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 1,377 | $89.7 萬 | 0.07% | −47−3.3% | 減碼 |
| Ethic Inc. | 1,376 | $89.7 萬 | 0.06% | −16−1.1% | 減碼 |
| Caxton Corp | 1,391 | $90.6 萬 | 1.13% | −16−1.1% | 減碼 |
| Creative Planning | 1,469 | $95.7 萬 | 0.00% | +89+6.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,472 | $95.9 萬 | 0.00% | −158−9.7% | 減碼 |
| CenterBook Partners LP | 1,484 | $96.7 萬 | 0.34% | −89−5.7% | 減碼 |
| Centiva Capital, LP | 1,505 | $98.1 萬 | 0.06% | +1,505 | 新進 |
| Edgestream Partners, L.P. | 1,519 | $99.0 萬 | 0.08% | −5,810−79.3% | 減碼 |
| Altshuler Shaham Ltd | 1,520 | $99.0 萬 | 0.01% | −1,480−49.3% | 減碼 |
| Two Sigma Investments, LP | 1,528 | $99.6 萬 | 0.00% | −4,562−74.9% | 減碼 |
| Family Legacy, Inc. | 1,548 | $100.9 萬 | 0.42% | +42+2.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,555 | $101.3 萬 | 0.09% | +130+9.1% | 加碼 |
| Patton Fund Management, Inc. | 1,557 | $101.4 萬 | 0.28% | −75−4.6% | 減碼 |
| Cna Financial Corp | 1,560 | $101.6 萬 | 0.32% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,579 | $102.8 萬 | 0.00% | +138+9.6% | 加碼 |
| Alaethes Wealth LLC | 1,579 | $102.9 萬 | 0.65% | +19+1.2% | 加碼 |
| Gateway Investment Advisers LLC | 1,596 | $104.0 萬 | 0.01% | −24,703−93.9% | 減碼 |
| Accretive Wealth Partners, LLC | 1,609 | $104.8 萬 | 0.66% | +28+1.8% | 加碼 |
| Insight Wealth Strategies, LLC | 1,656 | $107.9 萬 | 0.16% | +43+2.7% | 加碼 |
| CAPROCK Group, Inc. | 1,677 | $109.3 萬 | 0.10% | +43+2.6% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $110.8 萬 | 0.03% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 1,700 | $110.8 萬 | 0.00% | +1,700 | 新進 |
| Atria Investments LLC | 1,726 | $112.5 萬 | 0.02% | +76+4.6% | 加碼 |
| Gilbert & Cook, Inc. | 1,728 | $112.6 萬 | 0.18% | +46+2.7% | 加碼 |
| LRT Capital Management, LLC | 1,750 | $114.0 萬 | 0.73% | +1,750 | 新進 |
| Advisory Services Network, LLC | 1,824 | $118.8 萬 | 0.03% | +1,308+253.5% | 加碼 |
| Pathstone Family Office, LLC | 1,836 | $119.6 萬 | 0.03% | −45−2.4% | 減碼 |
| Golden State Wealth Management, LLC | 1,858 | $121.1 萬 | 0.24% | +47+2.6% | 加碼 |
| Pearl River Capital, LLC | 1,877 | $122.3 萬 | 0.34% | +1,153+159.3% | 加碼 |
| Twinbeech Capital LP | 1,880 | $122.5 萬 | 0.05% | +1,880 | 新進 |
| Prelude Capital Management, LLC | 1,902 | $123.9 萬 | 0.06% | −605−24.1% | 減碼 |
| Commerce Bank | 1,915 | $124.8 萬 | 0.01% | +54+2.9% | 加碼 |
| Banque Cantonale Vaudoise | 1,952 | $127.2 萬 | 0.05% | −200−9.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,963 | $127.9 萬 | 0.14% | +427+27.8% | 加碼 |
| JustInvest LLC | 1,985 | $129.3 萬 | 0.06% | +1,117+128.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,985 | $129.4 萬 | 0.03% | −195−8.9% | 減碼 |
| Trexquant Investment LP | 1,986 | $129.4 萬 | 0.06% | +1,986 | 新進 |
| Fulcrum Asset Management LLP | – | $131.1 萬 | 0.38% | – | 新進 |
| First Hawaiian Bank | 2,061 | $134.3 萬 | 0.04% | −579−21.9% | 減碼 |
| Glenmede Trust Co NA | 2,091 | $136.2 萬 | 0.01% | +28+1.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,096 | $136.6 萬 | 0.03% | −259−11.0% | 減碼 |
| Sumitomo Life Insurance Co | 2,115 | $137.8 萬 | 0.03% | −78−3.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,115 | $137.8 萬 | 0.02% | +1,089+106.1% | 加碼 |
| Mainstay Capital Management LLC | 2,165 | $141.0 萬 | 0.26% | −20−0.9% | 減碼 |
| HRT Financial LP | 2,202 | $143.4 萬 | 0.01% | +2,202 | 新進 |
| Robeco Institutional Asset Management B.V. | 2,210 | $144.0 萬 | 0.00% | +901+68.8% | 加碼 |
| Thrivent Financial for Lutherans | 2,228 | $145.2 萬 | 0.00% | −2−0.1% | 減碼 |
| Oppenheimer & Co Inc | 2,262 | $147.4 萬 | 0.03% | +1,016+81.5% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,283 | $148.7 萬 | 0.16% | +48+2.1% | 加碼 |
| Chicago Capital, LLC | 2,300 | $149.9 萬 | 0.06% | 00.0% | 不變 |
| Panagora Asset Management Inc | 2,337 | $152.3 萬 | 0.01% | +1,163+99.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,366 | $154.1 萬 | 0.02% | −420−15.1% | 減碼 |
| Raymond James Trust N.A. | 2,386 | $155.5 萬 | 0.05% | +12+0.5% | 加碼 |
| Centaurus Financial, Inc. | 2,397 | $156.2 萬 | 0.12% | +183+8.3% | 加碼 |
| Cerity Partners LLC | 2,412 | $157.3 萬 | 0.02% | +63+2.7% | 加碼 |
| WoodTrust Financial Corp | 2,440 | $159.0 萬 | 0.32% | +250+11.4% | 加碼 |
| MML Investors Services, LLC | 2,458 | $160.1 萬 | 0.01% | +519+26.8% | 加碼 |
| Connectus Wealth, LLC | 2,467 | $160.7 萬 | 0.05% | +2,101+574.0% | 加碼 |
| Csenge Advisory Group | 2,577 | $167.9 萬 | 0.13% | +2,577 | 新進 |
| Texas Yale Capital Corp. | 2,590 | $168.7 萬 | 0.09% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 2,597 | $169.2 萬 | 1.20% | +2,597 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 2,667 | $173.8 萬 | 0.00% | −1,711−39.1% | 減碼 |
| Virtu Financial LLC | 2,693 | $175.5 萬 | 0.13% | +2,693 | 新進 |
| Level Four Advisory Services, LLC | 2,709 | $176.5 萬 | 0.14% | +86+3.3% | 加碼 |
| Allen Operations LLC | 2,764 | $180.1 萬 | 0.32% | 00.0% | 不變 |
| Bank of Hawaii | 2,780 | $181.1 萬 | 0.10% | −745−21.1% | 減碼 |
| Zacks Investment Management | 2,789 | $181.7 萬 | 0.03% | +2,789 | 新進 |
| Crossmark Global Holdings, Inc. | 2,854 | $185.9 萬 | 0.04% | +350+14.0% | 加碼 |
| AQR Capital Management LLC | 2,982 | $194.3 萬 | 0.00% | +2,982 | 新進 |
| Telemus Capital, LLC | 2,987 | $194.6 萬 | 0.17% | +578+24.0% | 加碼 |
| Aurora Investment Managers, LLC. | 3,054 | $199.0 萬 | 1.48% | +3,054 | 新進 |
| Gotham Asset Management, LLC | 3,068 | $199.9 萬 | 0.06% | −4,469−59.3% | 減碼 |
| Bridgewater Associates, LP | 3,072 | $200.2 萬 | 0.01% | +2,480+418.9% | 加碼 |
| New Mexico Educational Retirement Board | 3,100 | $202.0 萬 | 0.07% | −100−3.1% | 減碼 |
| Pacer Advisors, Inc. | 3,156 | $205.6 萬 | 0.02% | −1,715−35.2% | 減碼 |
| Daiwa Securities Group Inc. | 3,163 | $206.1 萬 | 0.01% | +50+1.6% | 加碼 |
| Metropolitan Life Insurance Co | 3,203 | $208.7 萬 | 0.07% | −3,416−51.6% | 減碼 |
| CIBC World Markets Corp | 3,203 | $208.7 萬 | 0.02% | +1,336+71.6% | 加碼 |
| King Luther Capital Management Corp | 3,232 | $210.6 萬 | 0.01% | −22−0.7% | 減碼 |
| Louisiana State Employees Retirement System | 3,300 | $212.3 萬 | 0.05% | 00.0% | 不變 |
| Mackenzie Financial Corp | 3,290 | $214.4 萬 | 0.00% | +356+12.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 3,331 | $217.0 萬 | 1.80% | −512−13.3% | 減碼 |
| Kentucky Retirement Systems | 3,358 | $218.8 萬 | 0.09% | +103+3.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,357 | $218.8 萬 | 0.00% | +2,461+274.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,451 | $224.8 萬 | 0.06% | −3,561−50.8% | 減碼 |
| SG Americas Securities, LLC | 3,466 | $225.8 萬 | 0.02% | −1,191−25.6% | 減碼 |
| FORA Capital, LLC | 3,407 | $229.1 萬 | 0.41% | +3,407 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,538 | $230.5 萬 | 0.05% | −17−0.5% | 減碼 |
| Achmea Investment Management B.V. | 3,562 | $232.1 萬 | 0.06% | +3,562 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,590 | $233.8 萬 | 0.00% | −163−4.3% | 減碼 |
| Pier 88 Investment Partners LLC | 3,625 | $236.1 萬 | 0.85% | +3,625 | 新進 |
| Guggenheim Capital LLC | 3,681 | $239.8 萬 | 0.01% | −438−10.6% | 減碼 |