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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 1,900 | $102.0 萬 | 0.33% | +1,600+533.3% | 加碼 |
| Guggenheim Capital LLC | 1,917 | $102.9 萬 | 0.01% | −1,764−47.9% | 減碼 |
| Creative Planning | 1,946 | $104.4 萬 | 0.00% | +477+32.5% | 加碼 |
| Advisory Services Network, LLC | 2,060 | $110.6 萬 | 0.04% | +236+12.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 2,069 | $111.0 萬 | 0.15% | +106+5.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,073 | $111.3 萬 | 0.03% | −23−1.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 2,103 | $112.9 萬 | 0.01% | +2,103 | 新進 |
| PEAK6 Investments LLC | 1,270 | $113.4 萬 | 0.03% | +1,267+42,233.3% | 加碼 |
| Quantinno Capital Management LP | 2,142 | $115.0 萬 | 0.17% | +2,142 | 新進 |
| Sumitomo Life Insurance Co | 2,173 | $116.6 萬 | 0.03% | +58+2.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,180 | $117.0 萬 | 0.15% | −103−4.5% | 減碼 |
| Mainstay Capital Management LLC | 2,184 | $117.2 萬 | 0.27% | +19+0.9% | 加碼 |
| Thrivent Financial for Lutherans | 2,201 | $118.1 萬 | 0.00% | −27−1.2% | 減碼 |
| JustInvest LLC | 2,222 | $119.2 萬 | 0.06% | +237+11.9% | 加碼 |
| Twinbeech Capital LP | 2,233 | $119.8 萬 | 0.05% | +353+18.8% | 加碼 |
| Glenmede Trust Co NA | 2,264 | $121.5 萬 | 0.01% | +173+8.3% | 加碼 |
| Centaurus Financial, Inc. | 2,326 | $124.8 萬 | 0.12% | −71−3.0% | 減碼 |
| Quantamental Technologies LLC | 2,333 | $125.2 萬 | 0.57% | +1,494+178.1% | 加碼 |
| Panagora Asset Management Inc | 2,362 | $126.8 萬 | 0.01% | +25+1.1% | 加碼 |
| MML Investors Services, LLC | 2,365 | $126.9 萬 | 0.01% | −93−3.8% | 減碼 |
| Raymond James Trust N.A. | 2,391 | $128.3 萬 | 0.05% | +5+0.2% | 加碼 |
| Wellington Management Group LLP | 2,448 | $131.3 萬 | 0.00% | −6,473−72.6% | 減碼 |
| Natixis | 2,579 | $138.4 萬 | 0.01% | −15,837−86.0% | 減碼 |
| Csenge Advisory Group | 2,578 | $138.4 萬 | 0.12% | +10.0% | 加碼 |
| Texas Yale Capital Corp. | 2,590 | $139.0 萬 | 0.09% | 00.0% | 不變 |
| Intech Investment Management LLC | 2,590 | $139.0 萬 | 0.01% | +2,590 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 2,601 | $139.6 萬 | 0.00% | −66−2.5% | 減碼 |
| WoodTrust Financial Corp | 2,640 | $141.6 萬 | 0.32% | +200+8.2% | 加碼 |
| LRT Capital Management, LLC | 2,698 | $144.8 萬 | 1.09% | +948+54.2% | 加碼 |
| Global Endowment Management, LP | 2,736 | $146.8 萬 | 0.13% | +2,736 | 新進 |
| ExodusPoint Capital Management, LP | 2,750 | $147.6 萬 | 0.02% | −4,231−60.6% | 減碼 |
| Telemus Capital, LLC | 2,752 | $147.7 萬 | 0.14% | −235−7.9% | 減碼 |
| Allen Operations LLC | 2,764 | $148.3 萬 | 0.37% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 2,768 | $148.6 萬 | 0.14% | +59+2.2% | 加碼 |
| Centiva Capital, LP | 2,825 | $151.6 萬 | 0.09% | +1,320+87.7% | 加碼 |
| Achmea Investment Management B.V. | 2,850 | $152.9 萬 | 0.05% | −712−20.0% | 減碼 |
| New Mexico Educational Retirement Board | 2,900 | $155.6 萬 | 0.07% | −200−6.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,944 | $158.0 萬 | 0.04% | +90+3.2% | 加碼 |
| Man Group plc | – | $160.0 萬 | 0.01% | – | – |
| Bank of Hawaii | 2,984 | $160.1 萬 | 0.10% | +204+7.3% | 加碼 |
| Simplex Trading, LLC | 3,035 | $162.8 萬 | 0.05% | +2,405+381.7% | 加碼 |
| Aurora Investment Managers, LLC. | 3,054 | $163.9 萬 | 1.58% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 3,076 | $165.1 萬 | 0.07% | −127−4.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,123 | $167.6 萬 | 0.00% | −234−7.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 3,233 | $173.5 萬 | 1.50% | −98−2.9% | 減碼 |
| King Luther Capital Management Corp | 3,232 | $173.5 萬 | 0.01% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 3,302 | $177.2 萬 | 0.04% | +3,302 | 新進 |
| Daiwa Securities Group Inc. | 3,309 | $177.6 萬 | 0.01% | +146+4.6% | 加碼 |
| Cerity Partners LLC | 3,334 | $178.9 萬 | 0.02% | +922+38.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 3,466 | $185.9 萬 | 0.00% | −124−3.5% | 減碼 |
| Baader Bank INC | 3,471 | $186.2 萬 | 0.19% | +3,471 | 新進 |
| Norinchukin Bank, The | 3,502 | $187.9 萬 | 0.04% | −1,356−27.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 3,248 | $189.2 萬 | 1.88% | +651+25.1% | 加碼 |
| Louisiana State Employees Retirement System | 3,300 | $189.4 萬 | 0.05% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,561 | $191.1 萬 | 0.05% | +23+0.7% | 加碼 |
| CIBC World Markets Corp | 3,620 | $194.3 萬 | 0.02% | +417+13.0% | 加碼 |
| Pier 88 Investment Partners LLC | 3,625 | $194.5 萬 | 0.46% | 00.0% | 不變 |
| Mackenzie Financial Corp | 3,635 | $195.1 萬 | 0.00% | +345+10.5% | 加碼 |
| Bridgewater Associates, LP | 3,698 | $198.5 萬 | 0.01% | +626+20.4% | 加碼 |
| Engineers Gate Manager LP | 3,743 | $200.9 萬 | 0.07% | +2,680+252.1% | 加碼 |
| Rockefeller Capital Management L.P. | 3,807 | $204.2 萬 | 0.01% | −15−0.4% | 減碼 |
| Wetherby Asset Management Inc | 3,821 | $205.1 萬 | 0.14% | −62−1.6% | 減碼 |
| Kentucky Retirement Systems | 3,849 | $206.6 萬 | 0.09% | +491+14.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 3,982 | $213.7 萬 | 0.03% | −200−4.8% | 減碼 |
| HighTower Advisors, LLC | 4,038 | $216.5 萬 | 0.01% | −93−2.3% | 減碼 |
| Maryland State Retirement & Pension System | 4,054 | $217.6 萬 | 0.07% | 00.0% | 不變 |
| Quantbot Technologies LP | 4,122 | $221.2 萬 | 0.20% | +4,122 | 新進 |
| Advisors Asset Management, Inc. | 4,127 | $221.5 萬 | 0.04% | +4,127 | 新進 |
| Kornitzer Capital Management Inc | 4,190 | $224.9 萬 | 0.04% | 00.0% | 不變 |
| Virtu Financial LLC | 4,278 | $229.6 萬 | 0.20% | +1,585+58.9% | 加碼 |
| Bank of Nova Scotia | 4,307 | $231.1 萬 | 0.01% | −167,244−97.5% | 減碼 |
| Securian Asset Management, Inc | 4,307 | $231.1 萬 | 0.06% | −111−2.5% | 減碼 |
| Connectus Wealth, LLC | 4,477 | $240.3 萬 | 0.05% | +2,010+81.5% | 加碼 |
| Westpac Banking Corp | 4,533 | $243.3 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,565 | $245.0 萬 | 0.05% | −4,393−49.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 4,596 | $246.7 萬 | 0.01% | −700−13.2% | 減碼 |
| Gotham Asset Management, LLC | 4,626 | $248.3 萬 | 0.08% | +1,558+50.8% | 加碼 |
| Kingsview Wealth Management, LLC | 4,651 | $249.6 萬 | 0.12% | −513−9.9% | 減碼 |
| Paloma Partners Management Co | 4,650 | $249.6 萬 | 0.25% | +4,650 | 新進 |
| LPL Financial LLC | 4,654 | $249.8 萬 | 0.00% | −47−1.0% | 減碼 |
| Cloverfields Capital Group, LP | 4,659 | $250.0 萬 | 0.76% | +41+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 4,693 | $250.7 萬 | 0.01% | −12,713−73.0% | 減碼 |
| Wealthfront Advisers LLC | 4,687 | $251.5 萬 | 0.01% | −124−2.6% | 減碼 |
| IFM Investors Pty Ltd | 4,784 | $256.7 萬 | 0.05% | +575+13.7% | 加碼 |
| Girard Partners Ltd. | 4,823 | $258.8 萬 | 0.33% | −80−1.6% | 減碼 |
| Ancora Advisors, LLC | 4,860 | $260.8 萬 | 0.07% | −115−2.3% | 減碼 |
| Eaton Vance Management | 4,884 | $262.2 萬 | 0.00% | −792−14.0% | 減碼 |
| Colony Group LLC | 4,931 | $264.6 萬 | 0.05% | +73+1.5% | 加碼 |
| Public Sector Pension Investment Board | 4,988 | $267.7 萬 | 0.02% | −2,401−32.5% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 5,000 | $268.3 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 5,000 | $268.3 萬 | 0.14% | 00.0% | 不變 |
| Capital International Sarl | 5,024 | $269.6 萬 | 0.22% | −2,417−32.5% | 減碼 |
| Schroder Investment Management Group | 5,153 | $270.8 萬 | 0.00% | +1,437+38.7% | 加碼 |
| Red Door Wealth Management, LLC | 5,057 | $271.3 萬 | 1.00% | +413+8.9% | 加碼 |
| Yarra Square Partners LP | 5,131 | $275.4 萬 | 3.47% | 00.0% | 不變 |
| Trexquant Investment LP | 5,379 | $288.7 萬 | 0.13% | +3,393+170.8% | 加碼 |
| Scopus Asset Management, L.P. | 5,436 | $291.7 萬 | 0.23% | −13,144−70.7% | 減碼 |
| Barbara Oil Co. | 5,565 | $298.7 萬 | 1.55% | 00.0% | 不變 |
| Nissay Asset Management Corp | 5,870 | $315.0 萬 | 0.03% | +61+1.1% | 加碼 |
| Kore Private Wealth LLC | 5,910 | $317.2 萬 | 0.49% | 00.0% | 不變 |