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。
2023 年第 1 季 13F 持有人
TransDigm Group INC 在 2023/3/31 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
- 721
- 較 2022 年第 4 季 +26 家
- 持有股數
- 5,270 萬
- 較 2022 年第 4 季 +40.4 萬 (+0.8%)
- 總市值
- $388.1 億
- 較 2022 年第 4 季 +$59.1 億 (+18.0%)
- 新進機構
- 81
- 另有 263 家加碼
- 清倉機構
- 55
- 另有 253 家減碼
另有 10 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 1,203 | $88.7 萬 | 0.00% | +493+69.4% | 加碼 |
| Verdence Capital Advisors LLC | 1,218 | $89.8 萬 | 0.11% | −64−5.0% | 減碼 |
| Bleakley Financial Group, LLC | 1,230 | $90.7 萬 | 0.03% | +217+21.4% | 加碼 |
| Sawtooth Solutions, LLC | 1,230 | $90.7 萬 | 0.02% | +501+68.7% | 加碼 |
| Guerra Pan Advisors, LLC | 1,250 | $92.1 萬 | 1.16% | −1−0.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,253 | $92.4 萬 | 0.00% | −244−16.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 1,478 | $93.1 萬 | 0.02% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 1,268 | $93.5 萬 | 0.01% | +86+7.3% | 加碼 |
| Acadian Asset Management LLC | 1,277 | $93.9 萬 | 0.00% | +282+28.3% | 加碼 |
| Brown University | 1,339 | $98.7 萬 | 0.38% | +1,339 | 新進 |
| Hills Bank & Trust Co | 1,363 | $100.5 萬 | 0.14% | 00.0% | 不變 |
| Virtu Financial LLC | 1,373 | $101.1 萬 | 0.11% | +1,373 | 新進 |
| Kestra Advisory Services, LLC | 1,377 | $101.5 萬 | 0.01% | −798−36.7% | 減碼 |
| Vestcor Inc | 1,399 | $103.1 萬 | 0.04% | −6−0.4% | 減碼 |
| Graham Capital Management, L.P. | 1,399 | $103.1 萬 | 0.04% | +1,399 | 新進 |
| USS Investment Management Ltd | 1,400 | $103.1 萬 | 0.01% | 00.0% | 不變 |
| Greenleaf Trust | 1,403 | $103.4 萬 | 0.01% | +64+4.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,425 | $105.0 萬 | 0.01% | +292+25.8% | 加碼 |
| Vinva Investment Management Ltd | 1,445 | $106.2 萬 | 0.09% | +1,445 | 新進 |
| Empirical Finance, LLC | 1,441 | $106.2 萬 | 0.10% | +58+4.2% | 加碼 |
| Accretive Wealth Partners, LLC | 1,445 | $106.5 萬 | 0.68% | −11−0.8% | 減碼 |
| Macquarie Group Ltd | 1,498 | $110.4 萬 | 0.00% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 1,528 | $112.7 萬 | 0.22% | −117−7.1% | 減碼 |
| Stonnington Group, LLC | 1,500 | $113.1 萬 | 0.29% | +300+25.0% | 加碼 |
| Ieq Capital, LLC | 1,541 | $113.6 萬 | 0.03% | +92+6.3% | 加碼 |
| Bellwether Advisors, LLC | 1,541 | $113.6 萬 | 0.31% | −1,463−48.7% | 減碼 |
| Front Barnett Associates LLC | 1,568 | $115.6 萬 | 0.14% | −160−9.3% | 減碼 |
| Gateway Investment Advisers LLC | 1,574 | $116.0 萬 | 0.01% | +3+0.2% | 加碼 |
| Guggenheim Capital LLC | 1,579 | $116.4 萬 | 0.01% | +104+7.1% | 加碼 |
| Panagora Asset Management Inc | 1,586 | $116.9 萬 | 0.01% | −1,100−41.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,612 | $118.8 萬 | 0.03% | +1,095+211.8% | 加碼 |
| TownSquare Capital, LLC | 1,617 | $119.2 萬 | 0.03% | −334−17.1% | 減碼 |
| Jefferies Financial Group Inc. | 1,618 | $119.3 萬 | 0.03% | −1,429−46.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,630 | $120.1 萬 | 0.03% | +11+0.7% | 加碼 |
| Intech Investment Management LLC | 1,635 | $120.5 萬 | 0.01% | −23−1.4% | 減碼 |
| Quantbot Technologies LP | 1,635 | $120.5 萬 | 0.09% | −4,606−73.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,674 | $123.4 萬 | 0.14% | −300−15.2% | 減碼 |
| Centiva Capital, LP | 1,676 | $123.5 萬 | 0.07% | +1,676 | 新進 |
| Illinois Municipal Retirement Fund | 1,681 | $123.9 萬 | 0.03% | +368+28.0% | 加碼 |
| Veritable, L.P. | 1,690 | $124.6 萬 | 0.02% | +451+36.4% | 加碼 |
| Abn Amro Investment Solutions | 1,693 | $124.8 萬 | 0.03% | +1,693 | 新進 |
| Palisade Capital Management LLC | 1,700 | $125.3 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 1,740 | $128.2 萬 | 0.01% | +43+2.5% | 加碼 |
| Occudo Quantitative Strategies LP | 1,804 | $133.0 萬 | 0.12% | −222−11.0% | 減碼 |
| Wellington Management Group LLP | 1,832 | $135.0 萬 | 0.00% | −129−6.6% | 減碼 |
| Gilbert & Cook, Inc. | 1,832 | $135.0 萬 | 0.23% | −126−6.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,846 | $136.1 萬 | 0.11% | 00.0% | 不變 |
| Prudential PLC | 1,849 | $136.3 萬 | 0.02% | +206+12.5% | 加碼 |
| Cetera Investment Advisers | 1,852 | $136.5 萬 | 0.01% | −66−3.4% | 減碼 |
| Metis Global Partners, LLC | 1,881 | $138.6 萬 | 0.09% | +516+37.8% | 加碼 |
| Mainstay Capital Management LLC | 1,905 | $140.4 萬 | 0.28% | −145−7.1% | 減碼 |
| Bayesian Capital Management, LP | 1,908 | $140.6 萬 | 0.17% | +825+76.2% | 加碼 |
| Sumitomo Life Insurance Co | 1,919 | $141.4 萬 | 0.12% | −20−1.0% | 減碼 |
| Aigen Investment Management, LP | 1,937 | $142.8 萬 | 0.20% | −119−5.8% | 減碼 |
| Family Legacy, Inc. | 1,949 | $143.7 萬 | 0.61% | +110+6.0% | 加碼 |
| CAPROCK Group, Inc. | 1,983 | $146.2 萬 | 0.11% | +26+1.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,032 | $149.7 萬 | 0.05% | +19+0.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 2,034 | $149.9 萬 | 0.00% | −432−17.5% | 減碼 |
| Sustainable Insight Capital Management, LLC | 2,082 | $153.5 萬 | 1.54% | +259+14.2% | 加碼 |
| Quadrature Capital Ltd | 2,087 | $153.8 萬 | 0.04% | +2,087 | 新進 |
| Atria Investments LLC | 2,123 | $156.4 萬 | 0.03% | +297+16.3% | 加碼 |
| JustInvest LLC | 2,151 | $158.5 萬 | 0.06% | +544+33.9% | 加碼 |
| Shira Ridge Wealth Management | 2,171 | $160.0 萬 | 1.06% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 2,181 | $160.8 萬 | 0.18% | −31−1.4% | 減碼 |
| First Hawaiian Bank | 2,182 | $160.8 萬 | 0.05% | +308+16.4% | 加碼 |
| Thrivent Financial for Lutherans | 2,227 | $164.1 萬 | 0.00% | +15+0.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,272 | $167.5 萬 | 0.03% | +302+15.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 2,290 | $168.8 萬 | 0.42% | +32+1.4% | 加碼 |
| Glenmede Trust Co NA | 2,296 | $169.2 萬 | 0.01% | −32−1.4% | 減碼 |
| Metropolitan Life Insurance Co | 2,321 | $171.1 萬 | 0.09% | −612−20.9% | 減碼 |
| Creative Planning | 2,369 | $174.6 萬 | 0.00% | −261−9.9% | 減碼 |
| Raymond James Trust N.A. | 2,379 | $175.3 萬 | 0.06% | −25−1.0% | 減碼 |
| Everence Capital Management Inc | 2,380 | $175.4 萬 | 0.14% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 2,400 | $176.9 萬 | 0.09% | −100−4.0% | 減碼 |
| Pathstone Family Office, LLC | 2,406 | $177.4 萬 | 0.03% | −267−10.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,411 | $177.7 萬 | 0.20% | −402−14.3% | 減碼 |
| Level Four Advisory Services, LLC | 2,432 | $179.3 萬 | 0.12% | −117−4.6% | 減碼 |
| MML Investors Services, LLC | 2,434 | $179.4 萬 | 0.01% | −180−6.9% | 減碼 |
| Privium Fund Management (UK) Ltd | 2,450 | $180.0 萬 | 1.42% | +2,450 | 新進 |
| Frank, Rimerman Advisors LLC | 2,456 | $181.0 萬 | 0.50% | +2,456 | 新進 |
| Centaurus Financial, Inc. | 2,485 | $183.2 萬 | 0.15% | −30−1.2% | 減碼 |
| Pier 88 Investment Partners LLC | 2,495 | $183.9 萬 | 0.44% | +300+13.7% | 加碼 |
| Texas Yale Capital Corp. | 2,590 | $190.9 萬 | 0.10% | 00.0% | 不變 |
| CIBC World Markets Corp | 2,623 | $193.3 萬 | 0.03% | −3,450−56.8% | 減碼 |
| Wolverine Asset Management LLC | 2,638 | $194.4 萬 | 0.03% | −1,700−39.2% | 減碼 |
| NWK Group, Inc. | 2,662 | $196.2 萬 | 1.27% | +2,662 | 新進 |
| Alberta Investment Management Corp | 2,700 | $199.0 萬 | 0.02% | +2,700 | 新進 |
| Allen Operations LLC | 2,764 | $203.7 萬 | 0.52% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 2,772 | $204.3 萬 | 1.53% | −454−14.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,834 | $208.9 萬 | 0.05% | +16+0.6% | 加碼 |
| Rockingstone Advisors LLC | 2,870 | $211.5 萬 | 1.29% | +39+1.4% | 加碼 |
| WoodTrust Financial Corp | 2,940 | $216.7 萬 | 0.42% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,971 | $219.0 萬 | 0.01% | +584+24.5% | 加碼 |
| Aurora Investment Managers, LLC. | 3,036 | $223.8 萬 | 1.94% | −6−0.2% | 減碼 |
| Trustees of Columbia University in the City of New York | 3,103 | $228.7 萬 | 4.09% | 00.0% | 不變 |
| Baader Bank INC | 3,227 | $237.8 萬 | 0.18% | −179−5.3% | 減碼 |
| King Luther Capital Management Corp | 3,244 | $239.1 萬 | 0.01% | −32−1.0% | 減碼 |
| Mariner, LLC | 3,260 | $240.3 萬 | 0.01% | +499+18.1% | 加碼 |
| Cerity Partners LLC | 3,274 | $241.3 萬 | 0.01% | −173−5.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,284 | $242.1 萬 | 0.00% | −89−2.6% | 減碼 |