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 2 季 13F 持有人
TransDigm Group INC 在 2023/6/30 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
- 746
- 較 2023 年第 1 季 +28 家
- 持有股數
- 5,347 萬
- 較 2023 年第 1 季 +77.5 萬 (+1.5%)
- 總市值
- $477.2 億
- 較 2023 年第 1 季 +$89.1 億 (+23.0%)
- 新進機構
- 87
- 另有 263 家加碼
- 清倉機構
- 59
- 另有 246 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 925 | $82.7 萬 | 0.01% | +12+1.3% | 加碼 |
| Coldstream Capital Management Inc | 936 | $83.7 萬 | 0.03% | +18+2.0% | 加碼 |
| Cross Staff Investments Inc | 937 | $83.8 萬 | 0.77% | −15−1.6% | 減碼 |
| Oppenheimer & Co Inc | 973 | $87.0 萬 | 0.02% | −96−9.0% | 減碼 |
| Cetera Advisor Networks LLC | 978 | $87.4 萬 | 0.01% | +44+4.7% | 加碼 |
| Skylands Capital, LLC | 980 | $87.6 萬 | 0.13% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 989 | $88.4 萬 | 0.02% | −55−5.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,013 | $90.6 萬 | 0.00% | −2,658−72.4% | 減碼 |
| BFSG, LLC | 1,022 | $91.4 萬 | 0.16% | +1,022 | 新進 |
| Commonwealth Equity Services, LLC | 1,032 | $92.4 萬 | 0.00% | −39−3.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,042 | $93.2 萬 | 0.04% | +57+5.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,046 | $93.6 萬 | 0.00% | +494+89.5% | 加碼 |
| Guggenheim Capital LLC | 1,054 | $94.2 萬 | 0.01% | −525−33.2% | 減碼 |
| Hikari Tsushin, Inc. | 1,060 | $94.8 萬 | 0.09% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 1,084 | $96.9 萬 | 0.01% | −12−1.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,085 | $97.0 萬 | 0.03% | −42−3.7% | 減碼 |
| CWM Advisors, LLC | 1,092 | $97.6 萬 | 0.12% | +582+114.1% | 加碼 |
| Toroso Investments, LLC | 1,098 | $98.2 萬 | 0.03% | +420+61.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,111 | $99.3 萬 | 0.00% | −142−11.3% | 減碼 |
| Haverford Trust Co | 1,130 | $101.0 萬 | 0.01% | +20+1.8% | 加碼 |
| Allworth Financial LP | 1,161 | $103.8 萬 | 0.01% | +961+480.5% | 加碼 |
| Kestra Advisory Services, LLC | 1,168 | $104.4 萬 | 0.01% | −209−15.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,169 | $104.5 萬 | 0.02% | +508+76.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,184 | $105.9 萬 | 0.07% | +102+9.4% | 加碼 |
| Sandbar Asset Management LLP | 1,212 | $108.4 萬 | 2.97% | +1,212 | 新進 |
| Advisor Partners II, LLC | 1,242 | $111.1 萬 | 0.05% | +178+16.7% | 加碼 |
| PEAK6 Investments LLC | 1,267 | $113.3 萬 | 0.10% | +1,266+126,600.0% | 加碼 |
| Motley Fool Asset Management LLC | 1,270 | $113.6 萬 | 0.10% | +1,270 | 新進 |
| Federated Hermes, Inc. | 1,300 | $116.2 萬 | 0.00% | −6,092−82.4% | 減碼 |
| Abn Amro Investment Solutions | 1,305 | $116.7 萬 | 0.02% | −388−22.9% | 減碼 |
| Guerra Pan Advisors, LLC | 1,322 | $118.2 萬 | 1.31% | +72+5.8% | 加碼 |
| Hills Bank & Trust Co | 1,363 | $121.9 萬 | 0.16% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,364 | $122.0 萬 | 0.00% | +161+13.4% | 加碼 |
| Macquarie Group Ltd | 1,367 | $122.2 萬 | 0.00% | −131−8.7% | 減碼 |
| Greenleaf Trust | 1,369 | $122.4 萬 | 0.01% | −34−2.4% | 減碼 |
| Concentric Capital Strategies, LP | 1,375 | $122.9 萬 | 0.26% | +1,375 | 新進 |
| Empowered Funds, LLC | 1,380 | $123.4 萬 | 0.04% | +1,380 | 新進 |
| EA Series Trust | 1,380 | $123.4 萬 | 0.04% | +1,380 | 新進 |
| AIA Group Ltd | 1,397 | $124.9 萬 | 0.06% | +735+111.0% | 加碼 |
| Vestcor Inc | 1,399 | $125.1 萬 | 0.05% | 00.0% | 不變 |
| USS Investment Management Ltd | 1,400 | $125.1 萬 | 0.01% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 1,405 | $125.6 萬 | 0.03% | +175+14.2% | 加碼 |
| Bleakley Financial Group, LLC | 1,406 | $125.7 萬 | 0.04% | +176+14.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,447 | $129.4 萬 | 0.02% | +914+171.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,457 | $130.3 萬 | 0.03% | +295+25.4% | 加碼 |
| PGGM Investments | 1,465 | $131.0 萬 | 0.02% | +1,020+229.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,470 | $131.4 萬 | 0.02% | +45+3.2% | 加碼 |
| Ergoteles LLC | 1,478 | $132.2 萬 | 0.06% | +483+48.5% | 加碼 |
| Accretive Wealth Partners, LLC | 1,480 | $132.3 萬 | 0.78% | +35+2.4% | 加碼 |
| Insight Wealth Strategies, LLC | 1,501 | $134.2 萬 | 0.26% | −27−1.8% | 減碼 |
| Gateway Investment Advisers LLC | 1,554 | $139.0 萬 | 0.02% | −20−1.3% | 減碼 |
| Vinva Investment Management Ltd | 1,572 | $139.3 萬 | 0.12% | +127+8.8% | 加碼 |
| Panagora Asset Management Inc | 1,586 | $141.8 萬 | 0.01% | 00.0% | 不變 |
| Metis Global Partners, LLC | 1,597 | $142.8 萬 | 0.08% | −284−15.1% | 減碼 |
| Empirical Finance, LLC | 1,622 | $145.0 萬 | 0.11% | +181+12.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,630 | $145.7 萬 | 0.02% | +362+28.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,642 | $146.8 萬 | 0.00% | +1,642 | 新進 |
| Ieq Capital, LLC | 1,642 | $146.8 萬 | 0.03% | +101+6.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,646 | $147.2 萬 | 0.04% | +16+1.0% | 加碼 |
| Prudential PLC | 1,650 | $147.5 萬 | 0.02% | −199−10.8% | 減碼 |
| Illinois Municipal Retirement Fund | 1,681 | $150.3 萬 | 0.03% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 1,681 | $150.3 萬 | 0.16% | +7+0.4% | 加碼 |
| Gilbert & Cook, Inc. | 1,687 | $150.8 萬 | 0.24% | −145−7.9% | 減碼 |
| Palisade Capital Management LLC | 1,700 | $152.0 萬 | 0.04% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 1,716 | $153.4 萬 | 0.04% | +1,716 | 新進 |
| Mainstay Capital Management LLC | 1,725 | $154.2 萬 | 0.28% | −180−9.4% | 減碼 |
| Commerce Bank | 1,730 | $154.7 萬 | 0.01% | −10−0.6% | 減碼 |
| Veritable, L.P. | 1,738 | $155.4 萬 | 0.03% | +48+2.8% | 加碼 |
| Sumitomo Life Insurance Co | 1,753 | $156.7 萬 | 0.07% | −166−8.7% | 減碼 |
| HRT Financial LP | 1,777 | $158.8 萬 | 0.01% | +1,777 | 新進 |
| Jump Financial, LLC | 1,800 | $161.0 萬 | 0.06% | +1,800 | 新進 |
| Banco Santander, S.A. | 1,807 | $161.6 萬 | 0.02% | +927+105.3% | 加碼 |
| CenterBook Partners LP | 1,843 | $164.8 萬 | 0.21% | −4,228−69.6% | 減碼 |
| Cetera Investment Advisers | 1,850 | $165.4 萬 | 0.01% | −2−0.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,873 | $167.5 萬 | 0.13% | +27+1.5% | 加碼 |
| Angeles Wealth Management, LLC | 1,883 | $168.4 萬 | 0.23% | +1,022+118.7% | 加碼 |
| Glenmede Trust Co NA | 2,296 | $169.2 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 1,930 | $172.6 萬 | 0.03% | +922+91.5% | 加碼 |
| F/M Investments LLC | 1,949 | $174.3 萬 | 1.28% | +1,949 | 新進 |
| Family Legacy, Inc. | 1,957 | $175.0 萬 | 0.70% | +8+0.4% | 加碼 |
| AMS Capital Ltda | 1,981 | $177.1 萬 | 2.08% | −12,770−86.6% | 減碼 |
| Duality Advisers, LP | 1,986 | $177.6 萬 | 0.22% | −2,625−56.9% | 減碼 |
| Hixon Zuercher, LLC | 2,007 | $179.5 萬 | 0.90% | +2,007 | 新進 |
| CAPROCK Group, Inc. | 2,007 | $179.5 萬 | 0.13% | +24+1.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 2,008 | $179.6 萬 | 0.00% | −26−1.3% | 減碼 |
| Wolverine Asset Management LLC | 2,038 | $182.2 萬 | 0.03% | −600−22.7% | 減碼 |
| Everence Capital Management Inc | 2,380 | $184.1 萬 | 0.15% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 2,122 | $189.7 萬 | 0.21% | −59−2.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,126 | $190.1 萬 | 0.03% | −146−6.4% | 減碼 |
| Shira Ridge Wealth Management | 2,171 | $194.1 萬 | 1.22% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 2,215 | $198.1 萬 | 0.03% | −191−7.9% | 減碼 |
| Woodline Partners LP | 2,257 | $201.8 萬 | 0.02% | −44,948−95.2% | 減碼 |
| Metropolitan Life Insurance Co | 2,275 | $203.4 萬 | 0.10% | −46−2.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,280 | $203.9 萬 | 0.21% | −131−5.4% | 減碼 |
| Squarepoint Ops LLC | 2,289 | $204.7 萬 | 0.01% | −7,743−77.2% | 減碼 |
| Raymond James Trust N.A. | 2,295 | $205.2 萬 | 0.06% | −84−3.5% | 減碼 |
| Linden Thomas Advisory Services, LLC | 2,304 | $206.0 萬 | 0.46% | +14+0.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 2,347 | $209.9 萬 | 0.03% | +869+58.8% | 加碼 |
| Wellington Management Group LLP | 2,369 | $211.8 萬 | 0.00% | +537+29.3% | 加碼 |
| Centaurus Financial, Inc. | 2,371 | $212.0 萬 | 0.19% | −114−4.6% | 減碼 |