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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 4,025 | $360.1 萬 | 0.01% | −188−4.5% | 減碼 |
| Cloverfields Capital Group, LP | 4,012 | $358.7 萬 | 1.16% | +272+7.3% | 加碼 |
| Maryland State Retirement & Pension System | 4,003 | $357.9 萬 | 0.08% | −51−1.3% | 減碼 |
| Mackenzie Financial Corp | 3,982 | $357.0 萬 | 0.01% | −131−3.2% | 減碼 |
| Catalyst Capital Advisors LLC | 3,975 | $355.4 萬 | 0.10% | −775−16.3% | 減碼 |
| Cavalier Investments, LLC | 3,918 | $350.3 萬 | 1.28% | +3,918 | 新進 |
| Baader Bank INC | 3,910 | $349.6 萬 | 0.30% | +683+21.2% | 加碼 |
| Wetherby Asset Management Inc | 3,855 | $344.7 萬 | 0.19% | +10+0.3% | 加碼 |
| Hartford Investment Management Co | 3,768 | $336.9 萬 | 0.13% | −705−15.8% | 減碼 |
| Csenge Advisory Group | 3,613 | $323.1 萬 | 0.22% | +6+0.2% | 加碼 |
| Eos Management, L.P. | 3,612 | $323.0 萬 | 1.50% | 00.0% | 不變 |
| Atria Investments LLC | 3,570 | $319.2 萬 | 0.06% | +1,447+68.2% | 加碼 |
| Mariner, LLC | 3,516 | $314.4 萬 | 0.01% | +256+7.9% | 加碼 |
| Alcosta Capital Management, Inc. | 3,473 | $310.5 萬 | 2.52% | −6−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,464 | $309.8 萬 | 0.00% | +180+5.5% | 加碼 |
| Cerity Partners LLC | 3,433 | $306.9 萬 | 0.01% | +159+4.9% | 加碼 |
| Forest Avenue Capital Management LP | 3,400 | $304.0 萬 | 1.39% | +3,400 | 新進 |
| Verition Fund Management LLC | 3,322 | $297.0 萬 | 0.05% | −5,718−63.3% | 減碼 |
| CIBC World Markets Inc. | 3,254 | $291.0 萬 | 0.01% | +2,840+686.0% | 加碼 |
| King Luther Capital Management Corp | 3,249 | $290.5 萬 | 0.01% | +5+0.2% | 加碼 |
| Creative Planning | 3,244 | $290.1 萬 | 0.00% | +875+36.9% | 加碼 |
| Cresset Asset Management, LLC | 3,204 | $286.5 萬 | 0.02% | +2,688+520.9% | 加碼 |
| Louisiana State Employees Retirement System | 3,200 | $286.1 萬 | 0.06% | −200−5.9% | 減碼 |
| Alberta Investment Management Corp | 3,100 | $277.2 萬 | 0.03% | +400+14.8% | 加碼 |
| Aurora Investment Managers, LLC. | 2,914 | $260.6 萬 | 1.99% | −122−4.0% | 減碼 |
| Rockingstone Advisors LLC | 2,886 | $258.1 萬 | 1.46% | +16+0.6% | 加碼 |
| WoodTrust Financial Corp | 2,825 | $252.6 萬 | 0.47% | −115−3.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,801 | $247.9 萬 | 0.05% | −33−1.2% | 減碼 |
| Allen Operations LLC | 2,764 | $247.1 萬 | 0.55% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 2,746 | $245.5 萬 | 1.75% | −26−0.9% | 減碼 |
| Telemus Capital, LLC | 2,746 | $245.5 萬 | 0.21% | −943−25.6% | 減碼 |
| Swiss Life Asset Management Ltd | 2,734 | $244.5 萬 | 0.04% | −844−23.6% | 減碼 |
| Quantinno Capital Management LP | 2,716 | $242.9 萬 | 0.14% | +1,846+212.2% | 加碼 |
| Bessemer Group Inc | 2,674 | $239.0 萬 | 0.01% | +1,989+290.4% | 加碼 |
| NWK Group, Inc. | 2,670 | $238.7 萬 | 1.40% | +8+0.3% | 加碼 |
| Texas Yale Capital Corp. | 2,590 | $231.6 萬 | 0.11% | 00.0% | 不變 |
| TownSquare Capital, LLC | 2,537 | $226.9 萬 | 0.04% | +920+56.9% | 加碼 |
| Thrivent Financial for Lutherans | 2,536 | $226.8 萬 | 0.01% | +309+13.9% | 加碼 |
| Pier 88 Investment Partners LLC | 2,505 | $224.0 萬 | 0.55% | +10+0.4% | 加碼 |
| New Mexico Educational Retirement Board | 2,500 | $223.5 萬 | 0.10% | +100+4.2% | 加碼 |
| Highland Capital Management, LLC | 2,475 | $221.3 萬 | 0.14% | +2,475 | 新進 |
| Intech Investment Management LLC | 2,436 | $217.8 萬 | 0.02% | +801+49.0% | 加碼 |
| Level Four Advisory Services, LLC | 2,432 | $217.5 萬 | 0.13% | 00.0% | 不變 |
| Privium Fund Management (UK) Ltd | 2,450 | $217.1 萬 | 1.71% | 00.0% | 不變 |
| JustInvest LLC | 2,417 | $216.1 萬 | 0.07% | +266+12.4% | 加碼 |
| MML Investors Services, LLC | 2,415 | $215.9 萬 | 0.01% | −19−0.8% | 減碼 |
| Centaurus Financial, Inc. | 2,371 | $212.0 萬 | 0.19% | −114−4.6% | 減碼 |
| Wellington Management Group LLP | 2,369 | $211.8 萬 | 0.00% | +537+29.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 2,347 | $209.9 萬 | 0.03% | +869+58.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 2,304 | $206.0 萬 | 0.46% | +14+0.6% | 加碼 |
| Raymond James Trust N.A. | 2,295 | $205.2 萬 | 0.06% | −84−3.5% | 減碼 |
| Squarepoint Ops LLC | 2,289 | $204.7 萬 | 0.01% | −7,743−77.2% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,280 | $203.9 萬 | 0.21% | −131−5.4% | 減碼 |
| Metropolitan Life Insurance Co | 2,275 | $203.4 萬 | 0.10% | −46−2.0% | 減碼 |
| Woodline Partners LP | 2,257 | $201.8 萬 | 0.02% | −44,948−95.2% | 減碼 |
| Pathstone Family Office, LLC | 2,215 | $198.1 萬 | 0.03% | −191−7.9% | 減碼 |
| Shira Ridge Wealth Management | 2,171 | $194.1 萬 | 1.22% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 2,126 | $190.1 萬 | 0.03% | −146−6.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 2,122 | $189.7 萬 | 0.21% | −59−2.7% | 減碼 |
| Everence Capital Management Inc | 2,380 | $184.1 萬 | 0.15% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 2,038 | $182.2 萬 | 0.03% | −600−22.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 2,008 | $179.6 萬 | 0.00% | −26−1.3% | 減碼 |
| CAPROCK Group, Inc. | 2,007 | $179.5 萬 | 0.13% | +24+1.2% | 加碼 |
| Hixon Zuercher, LLC | 2,007 | $179.5 萬 | 0.90% | +2,007 | 新進 |
| Duality Advisers, LP | 1,986 | $177.6 萬 | 0.22% | −2,625−56.9% | 減碼 |
| AMS Capital Ltda | 1,981 | $177.1 萬 | 2.08% | −12,770−86.6% | 減碼 |
| Family Legacy, Inc. | 1,957 | $175.0 萬 | 0.70% | +8+0.4% | 加碼 |
| F/M Investments LLC | 1,949 | $174.3 萬 | 1.28% | +1,949 | 新進 |
| Prime Capital Investment Advisors, LLC | 1,930 | $172.6 萬 | 0.03% | +922+91.5% | 加碼 |
| Glenmede Trust Co NA | 2,296 | $169.2 萬 | 0.01% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 1,883 | $168.4 萬 | 0.23% | +1,022+118.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,873 | $167.5 萬 | 0.13% | +27+1.5% | 加碼 |
| Cetera Investment Advisers | 1,850 | $165.4 萬 | 0.01% | −2−0.1% | 減碼 |
| CenterBook Partners LP | 1,843 | $164.8 萬 | 0.21% | −4,228−69.6% | 減碼 |
| Banco Santander, S.A. | 1,807 | $161.6 萬 | 0.02% | +927+105.3% | 加碼 |
| Jump Financial, LLC | 1,800 | $161.0 萬 | 0.06% | +1,800 | 新進 |
| HRT Financial LP | 1,777 | $158.8 萬 | 0.01% | +1,777 | 新進 |
| Sumitomo Life Insurance Co | 1,753 | $156.7 萬 | 0.07% | −166−8.7% | 減碼 |
| Veritable, L.P. | 1,738 | $155.4 萬 | 0.03% | +48+2.8% | 加碼 |
| Commerce Bank | 1,730 | $154.7 萬 | 0.01% | −10−0.6% | 減碼 |
| Mainstay Capital Management LLC | 1,725 | $154.2 萬 | 0.28% | −180−9.4% | 減碼 |
| iA Global Asset Management Inc. | 1,716 | $153.4 萬 | 0.04% | +1,716 | 新進 |
| Palisade Capital Management LLC | 1,700 | $152.0 萬 | 0.04% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 1,687 | $150.8 萬 | 0.24% | −145−7.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,681 | $150.3 萬 | 0.16% | +7+0.4% | 加碼 |
| Illinois Municipal Retirement Fund | 1,681 | $150.3 萬 | 0.03% | 00.0% | 不變 |
| Prudential PLC | 1,650 | $147.5 萬 | 0.02% | −199−10.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,646 | $147.2 萬 | 0.04% | +16+1.0% | 加碼 |
| Ieq Capital, LLC | 1,642 | $146.8 萬 | 0.03% | +101+6.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,642 | $146.8 萬 | 0.00% | +1,642 | 新進 |
| O'Shaughnessy Asset Management, LLC | 1,630 | $145.7 萬 | 0.02% | +362+28.5% | 加碼 |
| Empirical Finance, LLC | 1,622 | $145.0 萬 | 0.11% | +181+12.6% | 加碼 |
| Metis Global Partners, LLC | 1,597 | $142.8 萬 | 0.08% | −284−15.1% | 減碼 |
| Panagora Asset Management Inc | 1,586 | $141.8 萬 | 0.01% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 1,572 | $139.3 萬 | 0.12% | +127+8.8% | 加碼 |
| Gateway Investment Advisers LLC | 1,554 | $139.0 萬 | 0.02% | −20−1.3% | 減碼 |
| Insight Wealth Strategies, LLC | 1,501 | $134.2 萬 | 0.26% | −27−1.8% | 減碼 |
| Accretive Wealth Partners, LLC | 1,480 | $132.3 萬 | 0.78% | +35+2.4% | 加碼 |
| Ergoteles LLC | 1,478 | $132.2 萬 | 0.06% | +483+48.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,470 | $131.4 萬 | 0.02% | +45+3.2% | 加碼 |