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 3 季 13F 持有人
TransDigm Group INC 在 2023/9/30 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
- 770
- 較 2023 年第 2 季 +30 家
- 持有股數
- 5,309 萬
- 較 2023 年第 2 季 −35.2 萬 (−0.7%)
- 總市值
- $447.7 億
- 較 2023 年第 2 季 −$29.3 億 (−6.1%)
- 新進機構
- 77
- 另有 271 家加碼
- 清倉機構
- 47
- 另有 274 家減碼
另有 6 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 3,867 | $326.0 萬 | 0.13% | +99+2.6% | 加碼 |
| Girard Partners Ltd. | 3,866 | $326.0 萬 | 0.37% | −195−4.8% | 減碼 |
| Wetherby Asset Management Inc | 3,854 | $324.9 萬 | 0.18% | −10.0% | 減碼 |
| Catalyst Capital Advisors LLC | 3,850 | $324.6 萬 | 0.09% | −125−3.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,848 | $324.4 萬 | 0.10% | +3,127+433.7% | 加碼 |
| Mariner, LLC | 3,819 | $322.0 萬 | 0.01% | +303+8.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,676 | $310.0 萬 | 0.00% | +212+6.1% | 加碼 |
| Csenge Advisory Group | 3,613 | $304.6 萬 | 0.21% | 00.0% | 不變 |
| Long Path Partners LP | 3,612 | $304.5 萬 | 1.53% | −5,569−60.7% | 減碼 |
| Atria Investments LLC | 3,591 | $302.8 萬 | 0.05% | +21+0.6% | 加碼 |
| Creative Planning | 3,538 | $298.3 萬 | 0.00% | +294+9.1% | 加碼 |
| Alcosta Capital Management, Inc. | 3,485 | $293.8 萬 | 2.45% | +12+0.3% | 加碼 |
| CIBC World Markets Inc. | 3,458 | $291.6 萬 | 0.01% | +204+6.3% | 加碼 |
| Bank of Hawaii | 3,456 | $291.4 萬 | 0.17% | −2,055−37.3% | 減碼 |
| Louisiana State Employees Retirement System | 3,400 | $286.7 萬 | 0.07% | +200+6.3% | 加碼 |
| ING Groep NV | 3,228 | $272.2 萬 | 0.02% | +3,228 | 新進 |
| Wedge Capital Management L L P | 3,209 | $270.6 萬 | 0.05% | −3,915−55.0% | 減碼 |
| 1832 Asset Management L.P. | 3,147 | $265.3 萬 | 0.01% | −56,400−94.7% | 減碼 |
| King Luther Capital Management Corp | 3,138 | $264.6 萬 | 0.01% | −111−3.4% | 減碼 |
| Alberta Investment Management Corp | 3,100 | $261.4 萬 | 0.03% | 00.0% | 不變 |
| Aigen Investment Management, LP | 3,094 | $260.9 萬 | 0.49% | +3,094 | 新進 |
| CIBC World Markets Corp | 3,046 | $256.8 萬 | 0.03% | −3,067−50.2% | 減碼 |
| Eos Management, L.P. | 3,032 | $255.6 萬 | 1.20% | −580−16.1% | 減碼 |
| Quantinno Capital Management LP | 2,996 | $252.7 萬 | 0.12% | +280+10.3% | 加碼 |
| JustInvest LLC | 2,992 | $252.3 萬 | 0.08% | +575+23.8% | 加碼 |
| XTX Topco Ltd | 2,992 | $252.3 萬 | 0.43% | +2,992 | 新進 |
| Crossmark Global Holdings, Inc. | 2,891 | $250.4 萬 | 0.06% | +90+3.2% | 加碼 |
| Cresset Asset Management, LLC | 2,956 | $249.2 萬 | 0.02% | −248−7.7% | 減碼 |
| Select Equity Group, L.P. | 2,895 | $244.1 萬 | 0.01% | −7,464−72.1% | 減碼 |
| Rockingstone Advisors LLC | 2,893 | $243.9 萬 | 1.35% | +7+0.2% | 加碼 |
| Kornitzer Capital Management Inc | 2,860 | $241.1 萬 | 0.05% | −1,220−29.9% | 減碼 |
| Aurora Investment Managers, LLC. | 2,814 | $237.3 萬 | 2.01% | −100−3.4% | 減碼 |
| Edgestream Partners, L.P. | 2,805 | $236.5 萬 | 0.19% | +2,805 | 新進 |
| Thrivent Financial for Lutherans | 2,803 | $236.3 萬 | 0.01% | +267+10.5% | 加碼 |
| Allen Operations LLC | 2,764 | $233.0 萬 | 0.52% | 00.0% | 不變 |
| PGGM Investments | 2,757 | $232.5 萬 | 0.04% | +1,292+88.2% | 加碼 |
| Baader Bank INC | 2,757 | $232.5 萬 | 0.21% | −1,153−29.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 2,737 | $230.8 萬 | 0.01% | +2,737 | 新進 |
| NWK Group, Inc. | 2,726 | $229.8 萬 | 1.41% | +56+2.1% | 加碼 |
| New Mexico Educational Retirement Board | 2,700 | $227.6 萬 | 0.10% | +200+8.0% | 加碼 |
| TownSquare Capital, LLC | 2,651 | $223.5 萬 | 0.04% | +114+4.5% | 加碼 |
| Glenmede Trust Co NA | 2,626 | $221.4 萬 | 0.01% | +330+14.4% | 加碼 |
| Pittenger & Anderson Inc | 2,616 | $220.6 萬 | 0.11% | +2,104+410.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 2,616 | $220.6 萬 | 1.60% | −130−4.7% | 減碼 |
| Texas Yale Capital Corp. | 2,590 | $218.4 萬 | 0.10% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 2,564 | $216.2 萬 | 0.37% | +2,564 | 新進 |
| Simplex Trading, LLC | 2,561 | $215.9 萬 | 0.08% | +2,561 | 新進 |
| WoodTrust Financial Corp | 2,525 | $212.9 萬 | 0.41% | −300−10.6% | 減碼 |
| Level Four Advisory Services, LLC | 2,506 | $211.3 萬 | 0.14% | +74+3.0% | 加碼 |
| Pier 88 Investment Partners LLC | 2,505 | $211.2 萬 | 0.53% | 00.0% | 不變 |
| Privium Fund Management (UK) Ltd | 2,450 | $206.6 萬 | 1.62% | 00.0% | 不變 |
| Highland Capital Management, LLC | 2,428 | $204.7 萬 | 0.14% | −47−1.9% | 減碼 |
| Bessemer Group Inc | 2,403 | $202.6 萬 | 0.00% | −271−10.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,400 | $202.4 萬 | 0.00% | +2,400 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 2,362 | $199.2 萬 | 0.01% | +2,362 | 新進 |
| Buckingham Strategic Wealth, LLC | 2,347 | $197.9 萬 | 0.03% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 2,338 | $197.1 萬 | 0.04% | +300+14.7% | 加碼 |
| Metropolitan Life Insurance Co | 2,284 | $192.6 萬 | 0.10% | +9+0.4% | 加碼 |
| Centaurus Financial, Inc. | 2,278 | $192.1 萬 | 0.17% | −93−3.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 2,207 | $186.1 萬 | 1.82% | +2,207 | 新進 |
| Shira Ridge Wealth Management | 2,171 | $183.0 萬 | 1.20% | 00.0% | 不變 |
| Raymond James Trust N.A. | 2,164 | $182.5 萬 | 0.05% | −131−5.7% | 減碼 |
| Wellington Management Group LLP | 2,161 | $182.2 萬 | 0.00% | −208−8.8% | 減碼 |
| CenterBook Partners LP | 2,161 | $182.2 萬 | 0.23% | +318+17.3% | 加碼 |
| Natixis | 2,149 | $181.2 萬 | 0.01% | +2,149 | 新進 |
| Beese Fulmer Investment Management, Inc. | 2,122 | $178.9 萬 | 0.20% | 00.0% | 不變 |
| Hixon Zuercher, LLC | 2,074 | $174.9 萬 | 0.92% | +67+3.3% | 加碼 |
| PEAK6 Investments LLC | 2,072 | $174.7 萬 | 0.09% | +805+63.5% | 加碼 |
| MML Investors Services, LLC | 2,045 | $172.4 萬 | 0.01% | −370−15.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,012 | $169.6 萬 | 0.13% | +139+7.4% | 加碼 |
| Metis Global Partners, LLC | 2,007 | $169.2 萬 | 0.08% | +410+25.7% | 加碼 |
| Family Legacy, Inc. | 1,998 | $168.5 萬 | 0.70% | +41+2.1% | 加碼 |
| CAPROCK Group, Inc. | 1,985 | $167.4 萬 | 0.13% | −22−1.1% | 減碼 |
| Americana Partners, LLC | 2,503 | $165.8 萬 | 0.18% | +2,503 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 1,943 | $163.8 萬 | 0.00% | −65−3.2% | 減碼 |
| Kestra Advisory Services, LLC | 1,943 | $163.8 萬 | 0.02% | +775+66.4% | 加碼 |
| Cetera Investment Advisers | 1,931 | $162.8 萬 | 0.01% | +81+4.4% | 加碼 |
| Telemus Capital, LLC | 1,927 | $162.5 萬 | 0.15% | −819−29.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,864 | $157.2 萬 | 0.16% | +1,180+172.5% | 加碼 |
| F/M Investments LLC | 1,825 | $153.9 萬 | 1.15% | −124−6.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,819 | $153.4 萬 | 0.02% | +189+11.6% | 加碼 |
| Empirical Finance, LLC | 1,797 | $151.5 萬 | 0.11% | +175+10.8% | 加碼 |
| Centiva Capital, LP | 1,781 | $150.2 萬 | 0.07% | +1,781 | 新進 |
| Oppenheimer Asset Management Inc. | 1,760 | $148.4 萬 | 0.02% | −366−17.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 1,753 | $147.8 萬 | 0.33% | −551−23.9% | 減碼 |
| Commerce Bank | 1,749 | $147.5 萬 | 0.01% | +19+1.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,744 | $147.1 萬 | 0.01% | +698+66.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,742 | $146.9 萬 | 0.04% | +96+5.8% | 加碼 |
| Sumitomo Life Insurance Co | 1,730 | $145.9 萬 | 0.04% | −23−1.3% | 減碼 |
| iA Global Asset Management Inc. | 1,716 | $144.7 萬 | 0.04% | 00.0% | 不變 |
| Palisade Capital Management LLC | 1,700 | $143.3 萬 | 0.04% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,700 | $143.3 萬 | 0.00% | +1,700 | 新進 |
| Macquarie Group Ltd | 1,694 | $142.8 萬 | 0.00% | +327+23.9% | 加碼 |
| Quantbot Technologies LP | 1,685 | $142.1 萬 | 0.10% | +1,685 | 新進 |
| Ieq Capital, LLC | 1,682 | $141.8 萬 | 0.03% | +40+2.4% | 加碼 |
| Illinois Municipal Retirement Fund | 1,681 | $141.7 萬 | 0.03% | 00.0% | 不變 |
| Prudential PLC | 1,643 | $138.5 萬 | 0.02% | −7−0.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,642 | $138.4 萬 | 0.03% | +473+40.5% | 加碼 |
| Dorsey Wright & Associates | 1,638 | $138.1 萬 | 0.43% | +1,638 | 新進 |
| Jefferies Financial Group Inc. | 1,586 | $133.7 萬 | 0.03% | −10,025−86.3% | 減碼 |