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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 3,635 | $195.1 萬 | 0.00% | +345+10.5% | 加碼 |
| Pier 88 Investment Partners LLC | 3,625 | $194.5 萬 | 0.46% | 00.0% | 不變 |
| CIBC World Markets Corp | 3,620 | $194.3 萬 | 0.02% | +417+13.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,561 | $191.1 萬 | 0.05% | +23+0.7% | 加碼 |
| Louisiana State Employees Retirement System | 3,300 | $189.4 萬 | 0.05% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 3,248 | $189.2 萬 | 1.88% | +651+25.1% | 加碼 |
| Norinchukin Bank, The | 3,502 | $187.9 萬 | 0.04% | −1,356−27.9% | 減碼 |
| Baader Bank INC | 3,471 | $186.2 萬 | 0.19% | +3,471 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,466 | $185.9 萬 | 0.00% | −124−3.5% | 減碼 |
| Cerity Partners LLC | 3,334 | $178.9 萬 | 0.02% | +922+38.2% | 加碼 |
| Daiwa Securities Group Inc. | 3,309 | $177.6 萬 | 0.01% | +146+4.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 3,302 | $177.2 萬 | 0.04% | +3,302 | 新進 |
| 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 |
| Northwestern Mutual Wealth Management Co | 3,123 | $167.6 萬 | 0.00% | −234−7.0% | 減碼 |
| Metropolitan Life Insurance Co | 3,076 | $165.1 萬 | 0.07% | −127−4.0% | 減碼 |
| Aurora Investment Managers, LLC. | 3,054 | $163.9 萬 | 1.58% | 00.0% | 不變 |
| Simplex Trading, LLC | 3,035 | $162.8 萬 | 0.05% | +2,405+381.7% | 加碼 |
| Bank of Hawaii | 2,984 | $160.1 萬 | 0.10% | +204+7.3% | 加碼 |
| Man Group plc | – | $160.0 萬 | 0.01% | – | – |
| Crossmark Global Holdings, Inc. | 2,944 | $158.0 萬 | 0.04% | +90+3.2% | 加碼 |
| New Mexico Educational Retirement Board | 2,900 | $155.6 萬 | 0.07% | −200−6.5% | 減碼 |
| Achmea Investment Management B.V. | 2,850 | $152.9 萬 | 0.05% | −712−20.0% | 減碼 |
| Centiva Capital, LP | 2,825 | $151.6 萬 | 0.09% | +1,320+87.7% | 加碼 |
| Level Four Advisory Services, LLC | 2,768 | $148.6 萬 | 0.14% | +59+2.2% | 加碼 |
| Allen Operations LLC | 2,764 | $148.3 萬 | 0.37% | 00.0% | 不變 |
| Telemus Capital, LLC | 2,752 | $147.7 萬 | 0.14% | −235−7.9% | 減碼 |
| ExodusPoint Capital Management, LP | 2,750 | $147.6 萬 | 0.02% | −4,231−60.6% | 減碼 |
| Global Endowment Management, LP | 2,736 | $146.8 萬 | 0.13% | +2,736 | 新進 |
| LRT Capital Management, LLC | 2,698 | $144.8 萬 | 1.09% | +948+54.2% | 加碼 |
| WoodTrust Financial Corp | 2,640 | $141.6 萬 | 0.32% | +200+8.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 2,601 | $139.6 萬 | 0.00% | −66−2.5% | 減碼 |
| 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 |
| 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 |
| Wellington Management Group LLP | 2,448 | $131.3 萬 | 0.00% | −6,473−72.6% | 減碼 |
| Raymond James Trust N.A. | 2,391 | $128.3 萬 | 0.05% | +5+0.2% | 加碼 |
| MML Investors Services, LLC | 2,365 | $126.9 萬 | 0.01% | −93−3.8% | 減碼 |
| Panagora Asset Management Inc | 2,362 | $126.8 萬 | 0.01% | +25+1.1% | 加碼 |
| Quantamental Technologies LLC | 2,333 | $125.2 萬 | 0.57% | +1,494+178.1% | 加碼 |
| Centaurus Financial, Inc. | 2,326 | $124.8 萬 | 0.12% | −71−3.0% | 減碼 |
| Glenmede Trust Co NA | 2,264 | $121.5 萬 | 0.01% | +173+8.3% | 加碼 |
| Twinbeech Capital LP | 2,233 | $119.8 萬 | 0.05% | +353+18.8% | 加碼 |
| JustInvest LLC | 2,222 | $119.2 萬 | 0.06% | +237+11.9% | 加碼 |
| Thrivent Financial for Lutherans | 2,201 | $118.1 萬 | 0.00% | −27−1.2% | 減碼 |
| Mainstay Capital Management LLC | 2,184 | $117.2 萬 | 0.27% | +19+0.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,180 | $117.0 萬 | 0.15% | −103−4.5% | 減碼 |
| Sumitomo Life Insurance Co | 2,173 | $116.6 萬 | 0.03% | +58+2.7% | 加碼 |
| Quantinno Capital Management LP | 2,142 | $115.0 萬 | 0.17% | +2,142 | 新進 |
| PEAK6 Investments LLC | 1,270 | $113.4 萬 | 0.03% | +1,267+42,233.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 2,103 | $112.9 萬 | 0.01% | +2,103 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 2,073 | $111.3 萬 | 0.03% | −23−1.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,069 | $111.0 萬 | 0.15% | +106+5.4% | 加碼 |
| Advisory Services Network, LLC | 2,060 | $110.6 萬 | 0.04% | +236+12.9% | 加碼 |
| Creative Planning | 1,946 | $104.4 萬 | 0.00% | +477+32.5% | 加碼 |
| Guggenheim Capital LLC | 1,917 | $102.9 萬 | 0.01% | −1,764−47.9% | 減碼 |
| Aquatic Capital Management LLC | 1,900 | $102.0 萬 | 0.33% | +1,600+533.3% | 加碼 |
| Zacks Investment Management | 1,893 | $101.6 萬 | 0.02% | −896−32.1% | 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 |
| Stratos Wealth Partners, LTD. | 1,878 | $100.8 萬 | 0.03% | −107−5.4% | 減碼 |
| Commerce Bank | 1,869 | $100.3 萬 | 0.01% | −46−2.4% | 減碼 |
| Pathstone Family Office, LLC | 1,822 | $97.8 萬 | 0.02% | −14−0.8% | 減碼 |
| Front Barnett Associates LLC | 1,808 | $97.0 萬 | 0.12% | +1,808 | 新進 |
| Oppenheimer Asset Management Inc. | 1,803 | $96.7 萬 | 0.02% | −563−23.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,772 | $95.1 萬 | 0.09% | +217+14.0% | 加碼 |
| Allstate Corp | 1,745 | $93.6 萬 | 0.03% | +426+32.3% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $91.2 萬 | 0.02% | 00.0% | 不變 |
| MAI Capital Management | 1,692 | $90.8 萬 | 0.02% | −14,333−89.4% | 減碼 |
| Banque Cantonale Vaudoise | 1,652 | $88.6 萬 | 0.05% | −300−15.4% | 減碼 |
| Ethic Inc. | 1,632 | $87.6 萬 | 0.06% | +256+18.6% | 加碼 |
| Alaethes Wealth LLC | 1,625 | $87.2 萬 | 0.65% | +46+2.9% | 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 |
| Family Legacy, Inc. | 1,573 | $85.2 萬 | 0.40% | +25+1.6% | 加碼 |
| Macquarie Group Ltd | 1,579 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 1,568 | $84.2 萬 | 0.01% | +638+68.6% | 加碼 |
| Cna Financial Corp | 1,560 | $83.7 萬 | 0.29% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 1,552 | $83.3 萬 | 0.02% | −710−31.4% | 減碼 |
| TownSquare Capital, LLC | 1,541 | $82.7 萬 | 0.02% | +395+34.5% | 加碼 |
| Accretive Wealth Partners, LLC | 1,488 | $79.9 萬 | 0.58% | −121−7.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,472 | $79.0 萬 | 0.00% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 1,267 | $78.9 萬 | 0.98% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 1,432 | $76.9 萬 | 0.14% | +1,432 | 新進 |
| Vestcor Inc | 1,410 | $75.7 萬 | 0.03% | +396+39.1% | 加碼 |
| New England Research & Management, Inc. | 1,385 | $74.3 萬 | 0.43% | +1,385 | 新進 |
| Hills Bank & Trust Co | 1,363 | $73.2 萬 | 0.12% | 00.0% | 不變 |
| SG Americas Securities, LLC | 1,356 | $72.8 萬 | 0.01% | −2,110−60.9% | 減碼 |
| Prelude Capital Management, LLC | 1,334 | $71.6 萬 | 0.04% | −568−29.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 1,310 | $70.3 萬 | 0.02% | +45+3.6% | 加碼 |
| Commonwealth Equity Services, LLC | 1,288 | $69.1 萬 | 0.00% | +21+1.7% | 加碼 |
| MQS Management LLC | 1,259 | $67.6 萬 | 0.46% | +1,259 | 新進 |
| Verdence Capital Advisors LLC | 1,258 | $67.5 萬 | 0.09% | +370+41.7% | 加碼 |
| Ascent Group, LLC | 1,079 | $67.2 萬 | 0.08% | +52+5.1% | 加碼 |
| Seeyond | 1,244 | $66.7 萬 | 0.08% | +1,107+808.0% | 加碼 |
| Motley Fool Asset Management LLC | 1,264 | $66.6 萬 | 0.06% | −113−8.2% | 減碼 |
| Verition Fund Management LLC | 1,231 | $66.1 萬 | 0.01% | +400+48.1% | 加碼 |
| 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 |