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 4 季 13F 持有人
TransDigm Group INC 在 2022/12/31 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
- 705
- 較 2022 年第 3 季 +68 家
- 持有股數
- 5,232 萬
- 較 2022 年第 3 季 −2.35 萬 (0.0%)
- 總市值
- $329.1 億
- 較 2022 年第 3 季 +$54.7 億 (+19.9%)
- 新進機構
- 112
- 另有 248 家加碼
- 清倉機構
- 44
- 另有 219 家減碼
另有 12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 3,780 | $238.0 萬 | 0.01% | +1,866+97.5% | 加碼 |
| Wetherby Asset Management Inc | 3,829 | $241.1 萬 | 0.16% | +4+0.1% | 加碼 |
| Hartford Investment Management Co | 3,845 | $242.1 萬 | 0.07% | −2,484−39.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 3,952 | $248.8 萬 | 0.03% | +12+0.3% | 加碼 |
| HighTower Advisors, LLC | 3,964 | $248.9 萬 | 0.01% | +237+6.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,015 | $252.8 萬 | 0.05% | +32+0.8% | 加碼 |
| Mackenzie Financial Corp | 4,022 | $253.2 萬 | 0.00% | +449+12.6% | 加碼 |
| Kentucky Retirement Systems | 4,051 | $255.1 萬 | 0.10% | +18+0.4% | 加碼 |
| Maryland State Retirement & Pension System | 4,054 | $255.3 萬 | 0.07% | +4,054 | 新進 |
| Kornitzer Capital Management Inc | 4,105 | $258.5 萬 | 0.05% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 4,207 | $264.9 萬 | 0.04% | +2,761+190.9% | 加碼 |
| Gyon Technologies Capital Management, LP | 4,302 | $270.9 萬 | 1.01% | +1,885+78.0% | 加碼 |
| Securian Asset Management, Inc | 4,307 | $271.2 萬 | 0.08% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 4,338 | $273.1 萬 | 0.04% | +4,139+2,079.9% | 加碼 |
| Wealthfront Advisers LLC | 4,370 | $275.2 萬 | 0.01% | −666−13.2% | 減碼 |
| Kingsview Wealth Management, LLC | 4,506 | $283.7 萬 | 0.12% | −64−1.4% | 減碼 |
| Pathway Capital Management, LP | 4,530 | $285.2 萬 | 5.09% | +4,530 | 新進 |
| Westpac Banking Corp | 4,533 | $285.4 萬 | 0.04% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 4,566 | $287.5 萬 | 0.03% | −548−10.7% | 減碼 |
| Advisors Asset Management, Inc. | 4,632 | $291.7 萬 | 0.06% | +359+8.4% | 加碼 |
| IFM Investors Pty Ltd | 4,667 | $293.9 萬 | 0.05% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,682 | $294.9 萬 | 0.09% | −160−3.3% | 減碼 |
| Assetmark, Inc | 4,769 | $300.3 萬 | 0.01% | +4,767+238,350.0% | 加碼 |
| Stamina Capital Management LP | 4,793 | $301.8 萬 | 22.68% | −21,242−81.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 4,915 | $309.5 萬 | 0.03% | 00.0% | 不變 |
| Girard Partners Ltd. | 4,922 | $309.9 萬 | 0.35% | +104+2.2% | 加碼 |
| Bank of Hawaii | 4,941 | $311.1 萬 | 0.19% | +1,479+42.7% | 加碼 |
| Intrinsic Edge Capital Management LLC | 5,000 | $314.8 萬 | 0.34% | −5,104−50.5% | 減碼 |
| Jane Street Group, LLC | 5,001 | $314.9 萬 | 0.01% | −19,793−79.8% | 減碼 |
| First Trust Advisors LP | 5,027 | $316.5 萬 | 0.00% | −7,736−60.6% | 減碼 |
| Bain Capital Public Equity, LP | 5,119 | $322.3 萬 | 2.81% | +5,119 | 新進 |
| Scholtz & Company, LLC | 5,143 | $323.8 萬 | 2.29% | −23−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 5,188 | $326.6 萬 | 0.02% | +1,368+35.8% | 加碼 |
| Yarra Square Partners LP | 5,191 | $326.9 萬 | 5.12% | +780+17.7% | 加碼 |
| Cinctive Capital Management LP | 5,413 | $340.8 萬 | 0.18% | +5,413 | 新進 |
| Colony Group LLC | 5,525 | $347.9 萬 | 0.05% | +635+13.0% | 加碼 |
| Barbara Oil Co. | 5,565 | $350.4 萬 | 1.67% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 5,674 | $357.3 萬 | 1.17% | +396+7.5% | 加碼 |
| Nissay Asset Management Corp | 5,927 | $373.2 萬 | 0.04% | −66−1.1% | 減碼 |
| Czech National Bank | 6,046 | $380.7 萬 | 0.10% | +58+1.0% | 加碼 |
| CIBC World Markets Corp | 6,073 | $382.4 萬 | 0.03% | +5,291+676.6% | 加碼 |
| Keybank National Association | 6,152 | $387.4 萬 | 0.02% | +60+1.0% | 加碼 |
| LPL Financial LLC | 6,167 | $388.3 萬 | 0.00% | +1,671+37.2% | 加碼 |
| Quantbot Technologies LP | 6,241 | $393.0 萬 | 0.28% | +5,163+478.9% | 加碼 |
| Marshall Wace, LLP | 6,276 | $395.2 萬 | 0.01% | −42,975−87.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,354 | $400.1 萬 | 0.10% | +6,354 | 新進 |
| Public Sector Pension Investment Board | 6,396 | $402.7 萬 | 0.03% | +858+15.5% | 加碼 |
| ProShare Advisors LLC | 6,408 | $403.5 萬 | 0.01% | +60+0.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 6,532 | $411.3 萬 | 0.01% | +600+10.1% | 加碼 |
| Capital International Sarl | 6,571 | $413.7 萬 | 0.29% | +969+17.3% | 加碼 |
| Legal Advantage Investments, Inc. | 6,745 | $424.7 萬 | 3.49% | −24−0.4% | 減碼 |
| Squarepoint Ops LLC | 6,834 | $430.3 萬 | 0.03% | −12,531−64.7% | 減碼 |
| Janus Henderson Group PLC | 6,987 | $439.8 萬 | 0.00% | +6,987 | 新進 |
| Truist Financial Corp | 6,987 | $440.0 萬 | 0.01% | +669+10.6% | 加碼 |
| Cornerstone Advisors, LLC | 7,000 | $440.8 萬 | 0.22% | 00.0% | 不變 |
| Interval Partners, LP | 7,036 | $443.0 萬 | 0.35% | +7,036 | 新進 |
| Chartwell Investment Partners, LLC | 7,089 | $446.3 萬 | 0.18% | −8−0.1% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 7,200 | $453.3 萬 | 3.48% | +943+15.1% | 加碼 |
| State of Alaska, Department of Revenue | 7,229 | $455.1 萬 | 0.06% | +80+1.1% | 加碼 |
| Pinnbrook Capital Management LP | 7,242 | $456.0 萬 | 10.04% | +7,242 | 新進 |
| Mutual of America Capital Management LLC | 7,305 | $460.0 萬 | 0.06% | +244+3.5% | 加碼 |
| Texas Permanent School Fund | 7,339 | $462.1 萬 | 0.07% | +49+0.7% | 加碼 |
| New York Life Investment Management LLC | 7,390 | $465.3 萬 | 0.05% | +26+0.4% | 加碼 |
| Evercore Wealth Management, LLC | 7,407 | $466.4 萬 | 0.10% | −1,496−16.8% | 減碼 |
| CIBC Asset Management Inc | 7,440 | $468.5 萬 | 0.02% | +447+6.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 7,684 | $480.2 萬 | 0.01% | −2,534−24.8% | 減碼 |
| Amundi | 7,197 | $485.0 萬 | 0.00% | −163−2.2% | 減碼 |
| Q Global Advisors, LLC | 7,706 | $485.2 萬 | 2.35% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 7,789 | $490.4 萬 | 0.06% | +372+5.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 7,940 | $499.9 萬 | 0.10% | +257+3.3% | 加碼 |
| Equitable Trust Co | 7,961 | $501.3 萬 | 0.40% | −646−7.5% | 減碼 |
| Xponance, Inc. | 8,113 | $510.8 萬 | 0.08% | +1,036+14.6% | 加碼 |
| Canada Pension Plan Investment Board | 8,467 | $533.1 萬 | 0.01% | −34−0.4% | 減碼 |
| Gardner Lewis Asset Management L P | 8,479 | $533.9 萬 | 1.89% | +585+7.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,585 | $540.6 萬 | 0.03% | −33−0.4% | 減碼 |
| Oberndorf William E | 8,598 | $541.4 萬 | 12.74% | −4,775−35.7% | 減碼 |
| AlpInvest Partners B.V. | 8,689 | $547.1 萬 | 1.48% | +8,689 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,732 | $549.8 萬 | 0.05% | +1,196+15.9% | 加碼 |
| Broad Run Investment Management, LLC | 8,873 | $558.7 萬 | 0.67% | +8,873 | 新進 |
| Gulf International Bank (UK) Ltd | 8,996 | $566.4 萬 | 0.10% | 00.0% | 不變 |
| Utah Retirement Systems | 9,136 | $575.2 萬 | 0.09% | −81−0.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 9,190 | $578.6 萬 | 0.03% | +1,334+17.0% | 加碼 |
| Adams Street Partners LLC | 9,289 | $584.9 萬 | 1.95% | +9,289 | 新進 |
| CenterBook Partners LP | 9,506 | $598.5 萬 | 0.99% | −2,215−18.9% | 減碼 |
| Bank of Nova Scotia | 9,669 | $608.8 萬 | 0.02% | −1,592−14.1% | 減碼 |
| Crystal Rock Capital Management | 9,845 | $619.9 萬 | 5.34% | −47,655−82.9% | 減碼 |
| Capital International Ltd | 9,863 | $621.0 萬 | 0.43% | +874+9.7% | 加碼 |
| Oak Ridge Investments LLC | 10,109 | $636.5 萬 | 0.95% | −118−1.2% | 減碼 |
| Stephens Inc | 10,112 | $636.7 萬 | 0.13% | +80+0.8% | 加碼 |
| Shell Asset Management Co | 10,166 | $640.1 萬 | 0.28% | +16+0.2% | 加碼 |
| M&T Bank Corp | 10,301 | $648.6 萬 | 0.03% | +1,162+12.7% | 加碼 |
| First Republic Investment Management, Inc. | 10,945 | $689.2 萬 | 0.02% | −2,661−19.6% | 減碼 |
| Fifth Third Bancorp | 10,955 | $689.8 萬 | 0.03% | −1,431−11.6% | 減碼 |
| Teacher Retirement System of Texas | 11,329 | $713.3 萬 | 0.05% | +307+2.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,329 | $713.3 萬 | 0.04% | +11,329 | 新進 |
| AMS Capital Ltda | 11,621 | $731.7 萬 | 5.79% | +11,621 | 新進 |
| DnB Asset Management AS | 11,649 | $733.5 萬 | 0.05% | +65+0.6% | 加碼 |
| Greenland Capital Management LP | 11,800 | $743.0 萬 | 1.36% | +11,800 | 新進 |
| Forsta Ap-Fonden | 12,000 | $755.6 萬 | 0.09% | +2,300+23.7% | 加碼 |
| Brookfield Asset Management Inc. | 12,124 | $763.4 萬 | 0.03% | +12,124 | 新進 |