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 2 季 13F 持有人
TransDigm Group INC 在 2022/6/30 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
- 658
- 較 2022 年第 1 季 −16 家
- 持有股數
- 5,166 萬
- 較 2022 年第 1 季 +32.7 萬 (+0.6%)
- 總市值
- $277.2 億
- 較 2022 年第 1 季 −$56.7 億 (−17.0%)
- 新進機構
- 62
- 另有 222 家加碼
- 清倉機構
- 78
- 另有 236 家減碼
另有 10 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | $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 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Manhattan Co | 655 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 664 | $35.6 萬 | 0.04% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 672 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 673 | $36.1 萬 | 0.00% | +673 | 新進 |
| 4J Wealth Management LLC | 679 | $36.4 萬 | 0.46% | +13+2.0% | 加碼 |
| Prudential PLC | 683 | $36.7 萬 | 0.01% | +65+10.5% | 加碼 |
| Cigna Investments Inc | 686 | $36.8 萬 | 0.07% | −238−25.8% | 減碼 |
| Neville Rodie & Shaw Inc | 695 | $37.3 萬 | 0.03% | 00.0% | 不變 |
| Captrust Financial Advisors | 712 | $38.2 萬 | 0.00% | +181+34.1% | 加碼 |
| Regentatlantic Capital LLC | 718 | $38.5 萬 | 0.01% | −41−5.4% | 減碼 |
| Bessemer Group Inc | 751 | $40.2 萬 | 0.00% | −3−0.4% | 減碼 |
| Corient Capital Partners, LLC | 754 | $40.5 萬 | 0.03% | −95−11.2% | 減碼 |
| Park Avenue Securities LLC | 766 | $41.1 萬 | 0.01% | −62−7.5% | 減碼 |
| Chicago Partners Investment Group LLC | 660 | $41.1 萬 | 0.03% | −29−4.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 769 | $41.3 萬 | 0.01% | −1,346−63.6% | 減碼 |
| Castleark Management LLC | 770 | $41.3 萬 | 0.02% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 776 | $41.6 萬 | 0.04% | +124+19.0% | 加碼 |
| Blueshift Asset Management, LLC | 790 | $42.4 萬 | 0.07% | +790 | 新進 |
| Silvercrest Asset Management Group LLC | 795 | $42.7 萬 | 0.00% | 00.0% | 不變 |
| First Capital Advisors Group, LLC. | 800 | $42.9 萬 | 0.29% | +800 | 新進 |
| Whittier Trust Co of Nevada Inc | 805 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Wolverine Trading, LLC | 823 | $43.3 萬 | 0.01% | +359+77.4% | 加碼 |
| Integrated Advisors Network LLC | 808 | $43.4 萬 | 0.03% | −43−5.1% | 減碼 |
| Illinois Municipal Retirement Fund | 808 | $43.4 萬 | 0.01% | +808 | 新進 |
| Allred Capital Management, LLC | 824 | $44.2 萬 | 0.28% | −9−1.1% | 減碼 |
| Occudo Quantitative Strategies LP | 825 | $44.3 萬 | 0.04% | +825 | 新進 |
| O'Shaughnessy Asset Management, LLC | 828 | $44.4 萬 | 0.01% | −39−4.5% | 減碼 |
| Sepio Capital, LP | 828 | $44.4 萬 | 0.04% | 00.0% | 不變 |
| Financial Consulate, Inc | 833 | $44.7 萬 | 0.21% | +144+20.9% | 加碼 |
| Greenleaf Trust | 837 | $44.9 萬 | 0.01% | +191+29.6% | 加碼 |
| Stonnington Group, LLC | 850 | $45.4 萬 | 0.12% | −250−22.7% | 減碼 |
| Fruth Investment Management | 685 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Cetera Investment Advisers | 859 | $46.1 萬 | 0.01% | −99−10.3% | 減碼 |
| Altshuler Shaham Ltd | 865 | $46.4 萬 | 0.01% | −655−43.1% | 減碼 |
| Private Advisor Group, LLC | 863 | $46.4 萬 | 0.00% | −101−10.5% | 減碼 |
| Marks Group Wealth Management, Inc | 891 | $47.8 萬 | 0.07% | +28+3.2% | 加碼 |
| Metis Global Partners, LLC | 900 | $48.4 萬 | 0.08% | +71+8.6% | 加碼 |
| Umb Bank N A | 917 | $49.2 萬 | 0.01% | −245−21.1% | 減碼 |
| Cross Staff Investments Inc | 937 | $50.3 萬 | 0.55% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 919 | $50.3 萬 | 0.13% | +2+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 936 | $50.4 萬 | 0.01% | −165−15.0% | 減碼 |
| Checchi Capital Advisers, LLC | 813 | $50.6 萬 | 0.05% | −31−3.7% | 減碼 |
| XTX Topco Ltd | 944 | $50.7 萬 | 0.21% | +944 | 新進 |
| Banco Santander, S.A. | 967 | $51.9 萬 | 0.01% | −76−7.3% | 減碼 |
| Tiger Eye Capital LLC | 978 | $52.5 萬 | 0.46% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 981 | $52.6 萬 | 0.00% | −281−22.3% | 減碼 |
| Skylands Capital, LLC | 980 | $52.6 萬 | 0.08% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 982 | $52.7 萬 | 0.03% | +120+13.9% | 加碼 |
| Haverford Trust Co | 1,000 | $53.7 萬 | 0.01% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 1,016 | $54.5 萬 | 0.67% | −29−2.8% | 減碼 |
| Montag A & Associates Inc | 1,033 | $55.4 萬 | 0.04% | −3,445−76.9% | 減碼 |
| Empirical Finance, LLC | 1,068 | $57.3 萬 | 0.07% | +58+5.7% | 加碼 |
| Veritable, L.P. | 1,123 | $60.3 萬 | 0.01% | −49−4.2% | 減碼 |
| Redpoint Investment Management Pty Ltd | 1,135 | $60.9 萬 | 0.07% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,144 | $61.4 萬 | 0.01% | −125−9.9% | 減碼 |
| Teza Capital Management LLC | 1,145 | $61.4 萬 | 0.24% | +275+31.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,162 | $62.4 萬 | 0.08% | +176+17.8% | 加碼 |
| Crescent Grove Advisors, LLC | 1,190 | $63.9 萬 | 0.07% | −44−3.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,226 | $65.8 萬 | 0.07% | +332+37.1% | 加碼 |
| Baird Financial Group, Inc. | 1,225 | $65.8 萬 | 0.00% | +829+209.3% | 加碼 |
| Verition Fund Management LLC | 1,231 | $66.1 萬 | 0.01% | +400+48.1% | 加碼 |
| Motley Fool Asset Management LLC | 1,264 | $66.6 萬 | 0.06% | −113−8.2% | 減碼 |
| Seeyond | 1,244 | $66.7 萬 | 0.08% | +1,107+808.0% | 加碼 |
| Ascent Group, LLC | 1,079 | $67.2 萬 | 0.08% | +52+5.1% | 加碼 |
| Verdence Capital Advisors LLC | 1,258 | $67.5 萬 | 0.09% | +370+41.7% | 加碼 |
| MQS Management LLC | 1,259 | $67.6 萬 | 0.46% | +1,259 | 新進 |
| Commonwealth Equity Services, LLC | 1,288 | $69.1 萬 | 0.00% | +21+1.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 1,310 | $70.3 萬 | 0.02% | +45+3.6% | 加碼 |
| Prelude Capital Management, LLC | 1,334 | $71.6 萬 | 0.04% | −568−29.9% | 減碼 |
| SG Americas Securities, LLC | 1,356 | $72.8 萬 | 0.01% | −2,110−60.9% | 減碼 |
| Hills Bank & Trust Co | 1,363 | $73.2 萬 | 0.12% | 00.0% | 不變 |
| New England Research & Management, Inc. | 1,385 | $74.3 萬 | 0.43% | +1,385 | 新進 |
| Vestcor Inc | 1,410 | $75.7 萬 | 0.03% | +396+39.1% | 加碼 |
| Bayesian Capital Management, LP | 1,432 | $76.9 萬 | 0.14% | +1,432 | 新進 |
| Guerra Pan Advisors, LLC | 1,267 | $78.9 萬 | 0.98% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,472 | $79.0 萬 | 0.00% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 1,488 | $79.9 萬 | 0.58% | −121−7.5% | 減碼 |
| TownSquare Capital, LLC | 1,541 | $82.7 萬 | 0.02% | +395+34.5% | 加碼 |
| Oppenheimer & Co Inc | 1,552 | $83.3 萬 | 0.02% | −710−31.4% | 減碼 |
| Cna Financial Corp | 1,560 | $83.7 萬 | 0.29% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 1,568 | $84.2 萬 | 0.01% | +638+68.6% | 加碼 |
| Macquarie Group Ltd | 1,579 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Family Legacy, Inc. | 1,573 | $85.2 萬 | 0.40% | +25+1.6% | 加碼 |
| Insight Wealth Strategies, LLC | 1,599 | $85.8 萬 | 0.16% | −57−3.4% | 減碼 |
| Gateway Investment Advisers LLC | 1,598 | $85.8 萬 | 0.01% | +2+0.1% | 加碼 |
| Alaethes Wealth LLC | 1,625 | $87.2 萬 | 0.65% | +46+2.9% | 加碼 |
| Ethic Inc. | 1,632 | $87.6 萬 | 0.06% | +256+18.6% | 加碼 |
| Banque Cantonale Vaudoise | 1,652 | $88.6 萬 | 0.05% | −300−15.4% | 減碼 |
| MAI Capital Management | 1,692 | $90.8 萬 | 0.02% | −14,333−89.4% | 減碼 |
| Palisade Capital Management LLC | 1,700 | $91.2 萬 | 0.02% | 00.0% | 不變 |
| Allstate Corp | 1,745 | $93.6 萬 | 0.03% | +426+32.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,772 | $95.1 萬 | 0.09% | +217+14.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,803 | $96.7 萬 | 0.02% | −563−23.8% | 減碼 |
| Front Barnett Associates LLC | 1,808 | $97.0 萬 | 0.12% | +1,808 | 新進 |
| Pathstone Family Office, LLC | 1,822 | $97.8 萬 | 0.02% | −14−0.8% | 減碼 |
| Commerce Bank | 1,869 | $100.3 萬 | 0.01% | −46−2.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,878 | $100.8 萬 | 0.03% | −107−5.4% | 減碼 |
| Gilbert & Cook, Inc. | 1,888 | $101.3 萬 | 0.18% | +160+9.3% | 加碼 |
| CAPROCK Group, Inc. | 1,887 | $101.3 萬 | 0.10% | +210+12.5% | 加碼 |
| Zacks Investment Management | 1,893 | $101.6 萬 | 0.02% | −896−32.1% | 減碼 |