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。
2024 年第 1 季 13F 持有人
TransDigm Group INC 在 2024/3/31 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
- 936
- 較 2023 年第 4 季 +79 家
- 持有股數
- 5,339 萬
- 較 2023 年第 4 季 −15.9 萬 (−0.3%)
- 總市值
- $657.1 億
- 較 2023 年第 4 季 +$117.6 億 (+21.8%)
- 新進機構
- 138
- 另有 322 家加碼
- 清倉機構
- 59
- 另有 317 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 750 | $92.4 萬 | 0.09% | +9+1.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 751 | $92.5 萬 | 0.17% | 00.0% | 不變 |
| Marex Group plc | 757 | $93.2 萬 | 0.03% | +45+6.3% | 加碼 |
| Plato Investment Management Ltd | 757 | $93.2 萬 | 0.10% | +756+75,600.0% | 加碼 |
| Ninepoint Partners LP | 764 | $94.1 萬 | 0.12% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 766 | $94.3 萬 | 0.66% | −40−5.0% | 減碼 |
| Souders Financial Advisors | 767 | $94.5 萬 | 0.15% | +8+1.1% | 加碼 |
| Castleark Management LLC | 770 | $94.8 萬 | 0.04% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 770 | $94.9 萬 | 0.01% | +291+60.8% | 加碼 |
| NEOS Investment Management LLC | 771 | $95.0 萬 | 0.06% | −12−1.5% | 減碼 |
| Integrated Wealth Concepts LLC | 772 | $95.0 萬 | 0.01% | +208+36.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 777 | $95.7 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 777 | $95.7 萬 | 0.04% | +158+25.5% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 778 | $95.8 萬 | 0.02% | +778 | 新進 |
| Unigestion Holding SA | 781 | $96.2 萬 | 0.05% | +781 | 新進 |
| Circle Wealth Management, LLC | 783 | $96.4 萬 | 0.02% | +50+6.8% | 加碼 |
| Private Advisory Group LLC | 788 | $97.0 萬 | 0.14% | −41−4.9% | 減碼 |
| Allred Capital Management, LLC | 799 | $98.4 萬 | 0.38% | −5−0.6% | 減碼 |
| Banco Santander, S.A. | 827 | $101.9 萬 | 0.01% | −1,536−65.0% | 減碼 |
| Horizon Investments, LLC | 829 | $102.1 萬 | 0.03% | +38+4.8% | 加碼 |
| Park Avenue Securities LLC | 837 | $103.1 萬 | 0.01% | +49+6.2% | 加碼 |
| CWM, LLC | 847 | $104.3 萬 | 0.01% | +38+4.7% | 加碼 |
| Prudential PLC | 850 | $104.7 萬 | 0.01% | −635−42.8% | 減碼 |
| Sapient Capital LLC | 853 | $105.1 萬 | 0.02% | −35−3.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 861 | $106.1 萬 | 0.03% | +197+29.7% | 加碼 |
| NVWM, LLC | 863 | $106.3 萬 | 0.29% | −4−0.5% | 減碼 |
| Verus Capital Partners, LLC | 865 | $106.5 萬 | 0.12% | −47−5.2% | 減碼 |
| TownSquare Capital, LLC | 868 | $106.9 萬 | 0.02% | −820−48.6% | 減碼 |
| Cinctive Capital Management LP | 872 | $107.4 萬 | 0.06% | −6,919−88.8% | 減碼 |
| Brinker Capital Investments, LLC | 878 | $108.1 萬 | 0.01% | +284+47.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 878 | $108.1 萬 | 0.01% | +284+47.8% | 加碼 |
| YHB Investment Advisors, Inc. | 898 | $110.6 萬 | 0.10% | +234+35.2% | 加碼 |
| Evercore Wealth Management, LLC | 908 | $111.8 萬 | 0.02% | −6,001−86.9% | 減碼 |
| Brighton Jones LLC | 917 | $112.9 萬 | 0.04% | +23+2.6% | 加碼 |
| Investment Management Corp of Ontario | 917 | $112.9 萬 | 0.03% | −400−30.4% | 減碼 |
| Checchi Capital Advisers, LLC | 918 | $113.1 萬 | 0.09% | +9+1.0% | 加碼 |
| Montag A & Associates Inc | 924 | $113.8 萬 | 0.06% | +370+66.8% | 加碼 |
| Qtron Investments LLC | 925 | $113.9 萬 | 0.16% | 00.0% | 不變 |
| Quest Partners LLC | 929 | $114.4 萬 | 0.20% | +929 | 新進 |
| Fidelis Capital Partners, LLC | 931 | $114.7 萬 | 0.17% | +69+8.0% | 加碼 |
| Profund Advisors LLC | 941 | $115.9 萬 | 0.05% | +260+38.2% | 加碼 |
| Toroso Investments, LLC | 950 | $117.0 萬 | 0.02% | +65+7.3% | 加碼 |
| Cross Staff Investments Inc | 952 | $117.2 萬 | 0.99% | 00.0% | 不變 |
| Skylands Capital, LLC | 965 | $118.8 萬 | 0.16% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 966 | $119.0 萬 | 0.03% | +8+0.8% | 加碼 |
| CWM Advisors, LLC | 966 | $119.0 萬 | 0.12% | −199−17.1% | 減碼 |
| Assenagon Asset Management S.A. | 970 | $119.5 萬 | 0.00% | +57+6.2% | 加碼 |
| Summit Trail Advisors, LLC | 989 | $121.8 萬 | 0.03% | +158+19.0% | 加碼 |
| Capstone Investment Advisors, LLC | 990 | $121.9 萬 | 0.02% | +662+201.8% | 加碼 |
| Ascent Group, LLC | 992 | $122.2 萬 | 0.11% | +22+2.3% | 加碼 |
| Blue Fin Capital, Inc. | 1,012 | $124.6 萬 | 0.28% | +101+11.1% | 加碼 |
| Vestcor Inc | 1,026 | $126.4 萬 | 0.04% | −122−10.6% | 減碼 |
| Veriti Management LLC | 1,029 | $126.7 萬 | 0.09% | +190+22.6% | 加碼 |
| CORDA Investment Management, LLC. | 1,039 | $128.0 萬 | 0.10% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,050 | $129.3 萬 | 0.12% | −16−1.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,051 | $129.4 萬 | 0.01% | +41+4.1% | 加碼 |
| Insight Wealth Strategies, LLC | 1,056 | $130.1 萬 | 0.19% | −380−26.5% | 減碼 |
| Hikari Tsushin, Inc. | 1,060 | $130.5 萬 | 0.10% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 1,100 | $135.5 萬 | 0.00% | −7,300−86.9% | 減碼 |
| HighVista Strategies LLC | 1,100 | $135.5 萬 | 0.48% | +1,100 | 新進 |
| Two Sigma Securities, LLC | 1,105 | $136.1 萬 | 0.07% | −228−17.1% | 減碼 |
| Haverford Trust Co | 1,123 | $138.3 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 1,133 | $139.5 萬 | 0.05% | +231+25.6% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,137 | $140.0 萬 | 0.03% | −26−2.2% | 減碼 |
| Ossiam | 1,145 | $141.0 萬 | 0.02% | −234−17.0% | 減碼 |
| Global Endowment Management, LP | 1,179 | $145.2 萬 | 0.15% | +78+7.1% | 加碼 |
| Rational Advisors LLC | 1,200 | $147.8 萬 | 0.14% | −900−42.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 1,200 | $147.8 萬 | 0.03% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,209 | $148.9 萬 | 0.04% | −3,956−76.6% | 減碼 |
| Public Sector Pension Investment Board | 1,222 | $150.5 萬 | 0.01% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,231 | $151.6 萬 | 0.03% | +1,231 | 新進 |
| Privium Fund Management (UK) Ltd | 1,270 | $152.9 萬 | 0.76% | −1,180−48.2% | 減碼 |
| United Capital Financial Advisers, LLC | 1,243 | $153.1 萬 | 0.01% | −44−3.4% | 減碼 |
| Allworth Financial LP | 1,249 | $153.8 萬 | 0.01% | +85+7.3% | 加碼 |
| Gateway Investment Advisers LLC | 1,264 | $155.7 萬 | 0.02% | −114−8.3% | 減碼 |
| Mezzasalma Advisors, LLC | 1,290 | $158.9 萬 | 0.75% | +1,013+365.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,292 | $159.1 萬 | 0.03% | −677−34.4% | 減碼 |
| Lake Street Financial LLC | 1,292 | $159.1 萬 | 0.22% | +521+67.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,298 | $159.9 萬 | 0.00% | −301−18.8% | 減碼 |
| Gilbert & Cook, Inc. | 1,303 | $160.5 萬 | 0.22% | −160−10.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,321 | $162.7 萬 | 0.02% | −461−25.9% | 減碼 |
| Captrust Financial Advisors | 1,323 | $163.0 萬 | 0.01% | −449−25.3% | 減碼 |
| Hills Bank & Trust Co | 1,333 | $164.2 萬 | 0.14% | −24−1.8% | 減碼 |
| Guerra Pan Advisors, LLC | 1,334 | $164.3 萬 | 1.52% | −71−5.1% | 減碼 |
| Integrated Advisors Network LLC | 1,372 | $169.0 萬 | 0.09% | +612+80.5% | 加碼 |
| NBT Bank N A | 1,375 | $169.3 萬 | 0.12% | −5−0.4% | 減碼 |
| AIA Group Ltd | 1,397 | $172.1 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Wealth Management, LLC | 1,412 | $173.9 萬 | 1.81% | +43+3.1% | 加碼 |
| Greenleaf Trust | 1,422 | $175.1 萬 | 0.02% | +19+1.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 1,426 | $175.6 萬 | 0.15% | +1,426 | 新進 |
| Western Financial Corp | 1,426 | $175.6 萬 | 1.08% | +1,426 | 新進 |
| Paragon Advisors, LLC | 1,443 | $177.7 萬 | 0.72% | +140+10.7% | 加碼 |
| Accretive Wealth Partners, LLC | 1,379 | $178.4 萬 | 0.79% | −56−3.9% | 減碼 |
| Mainstay Capital Management LLC | 1,476 | $181.8 萬 | 0.34% | −196−11.7% | 減碼 |
| Oppenheimer & Co Inc | 1,486 | $183.0 萬 | 0.03% | +427+40.3% | 加碼 |
| Rakuten Investment Management, Inc. | 1,493 | $183.9 萬 | 0.01% | +1,356+989.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,506 | $185.5 萬 | 0.09% | +113+8.1% | 加碼 |
| Sustainable Insight Capital Management, LLC | 1,507 | $185.6 萬 | 1.34% | −200−11.7% | 減碼 |
| Simplicity Wealth,LLC | 1,527 | $188.1 萬 | 0.04% | +1,527 | 新進 |
| Bleakley Financial Group, LLC | 1,535 | $189.1 萬 | 0.05% | +130+9.3% | 加碼 |