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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1,554 | $191.4 萬 | 0.20% | −2−0.1% | 減碼 |
| UniSuper Management Pty Ltd | 1,556 | $191.6 萬 | 0.02% | +1,089+233.2% | 加碼 |
| Private Advisor Group, LLC | 1,558 | $191.9 萬 | 0.01% | +824+112.3% | 加碼 |
| Walleye Capital LLC | 1,572 | $193.6 萬 | 0.02% | −11,054−87.5% | 減碼 |
| Sumitomo Life Insurance Co | 1,585 | $195.2 萬 | 0.05% | −61−3.7% | 減碼 |
| Guggenheim Capital LLC | 1,588 | $195.6 萬 | 0.01% | +86+5.7% | 加碼 |
| Caxton Associates LP | 1,609 | $198.2 萬 | 0.13% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 1,611 | $198.4 萬 | 0.10% | +1,611 | 新進 |
| Motley Fool Asset Management LLC | 1,643 | $202.4 萬 | 0.13% | +119+7.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,688 | $207.9 萬 | 0.02% | +52+3.2% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $209.4 萬 | 0.06% | 00.0% | 不變 |
| Element Capital Management LLC | 1,706 | $210.1 萬 | 1.39% | +1,706 | 新進 |
| Linden Thomas Advisory Services, LLC | 1,744 | $214.8 萬 | 0.35% | −2−0.1% | 減碼 |
| F/M Investments LLC | 1,753 | $215.9 萬 | 1.46% | −9−0.5% | 減碼 |
| Metis Global Partners, LLC | 1,756 | $216.3 萬 | 0.08% | −29−1.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,762 | $217.0 萬 | 0.17% | −202−10.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,765 | $217.4 萬 | 0.06% | +13+0.7% | 加碼 |
| Cavalier Investments, LLC | 1,806 | $222.4 萬 | 0.81% | −2,348−56.5% | 減碼 |
| Commonwealth Equity Services, LLC | 1,809 | $222.9 萬 | 0.00% | +127+7.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,835 | $226.0 萬 | 0.16% | −136−6.9% | 減碼 |
| Empirical Finance, LLC | 1,891 | $232.9 萬 | 0.14% | +69+3.8% | 加碼 |
| Aurora Investment Managers, LLC. | 1,899 | $233.8 萬 | 1.72% | −874−31.5% | 減碼 |
| Snider Financial Group | 1,903 | $234.4 萬 | 0.98% | +528+38.4% | 加碼 |
| Buckingham Strategic Wealth, LLC | 1,914 | $235.7 萬 | 0.02% | +68+3.7% | 加碼 |
| Advisor Group Holdings, Inc. | 1,941 | $239.8 萬 | 0.01% | −6,759−77.7% | 減碼 |
| CAPROCK Group, Inc. | 1,947 | $239.9 萬 | 0.14% | +14+0.7% | 加碼 |
| X-Square Capital, LLC | 1,955 | $241.1 萬 | 1.15% | +1,955 | 新進 |
| Chicago Partners Investment Group LLC | 1,946 | $241.8 萬 | 0.10% | +222+12.9% | 加碼 |
| Brown Brothers Harriman & Co | 1,980 | $243.9 萬 | 0.02% | −51,067−96.3% | 減碼 |
| Ieq Capital, LLC | 1,982 | $244.1 萬 | 0.04% | +162+8.9% | 加碼 |
| Morse Asset Management, Inc | 2,001 | $246.4 萬 | 0.63% | +1,042+108.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,012 | $247.8 萬 | 0.23% | −116−5.5% | 減碼 |
| Illinois Municipal Retirement Fund | 2,023 | $249.2 萬 | 0.04% | +342+20.3% | 加碼 |
| Pier 88 Investment Partners LLC | 2,045 | $251.9 萬 | 0.62% | −1,260−38.1% | 減碼 |
| Family Legacy, Inc. | 2,060 | $253.7 萬 | 0.91% | −6−0.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,061 | $253.8 萬 | 0.04% | +317+18.2% | 加碼 |
| Panagora Asset Management Inc | 2,104 | $259.1 萬 | 0.01% | +518+32.7% | 加碼 |
| Raymond James Trust N.A. | 2,123 | $261.5 萬 | 0.06% | −97−4.4% | 減碼 |
| Wellington Management Group LLP | 2,128 | $262.1 萬 | 0.00% | −512−19.4% | 減碼 |
| Shira Ridge Wealth Management | 2,171 | $267.4 萬 | 1.53% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 2,666 | $269.7 萬 | 0.15% | +111+4.3% | 加碼 |
| Bessemer Group Inc | 2,213 | $272.6 萬 | 0.00% | −127−5.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,217 | $273.0 萬 | 0.07% | −4,175−65.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 2,222 | $273.7 萬 | 0.32% | −66−2.9% | 減碼 |
| Centaurus Financial, Inc. | 2,227 | $274.3 萬 | 0.19% | −44−1.9% | 減碼 |
| Wolverine Asset Management LLC | 2,238 | $275.6 萬 | 0.05% | +300+15.5% | 加碼 |
| Metropolitan Life Insurance Co | 2,243 | $276.2 萬 | 0.12% | −10−0.4% | 減碼 |
| Mercer Global Advisors Inc | 2,274 | $280.0 萬 | 0.01% | +148+7.0% | 加碼 |
| Hixon Zuercher, LLC | 2,302 | $283.5 萬 | 1.20% | +19+0.8% | 加碼 |
| Jump Financial, LLC | 2,357 | $290.3 萬 | 0.08% | −3,021−56.2% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,372 | $292.1 萬 | 1.85% | −224−8.6% | 減碼 |
| Bank of Hawaii | 2,375 | $292.5 萬 | 0.14% | −1,014−29.9% | 減碼 |
| Macquarie Group Ltd | 2,401 | $294.0 萬 | 0.00% | +150+6.7% | 加碼 |
| Norinchukin Bank, The | 2,409 | $296.7 萬 | 0.09% | −311−11.4% | 減碼 |
| Commerce Bank | 2,409 | $296.7 萬 | 0.02% | +179+8.0% | 加碼 |
| Glenmede Trust Co NA | 2,424 | $298.5 萬 | 0.01% | −250−9.3% | 減碼 |
| Solidarilty Wealth, LLC | 2,426 | $298.8 萬 | 0.94% | −1,199−33.1% | 減碼 |
| Highland Capital Management, LLC | 2,426 | $298.8 萬 | 0.17% | +6+0.2% | 加碼 |
| WoodTrust Financial Corp | 2,441 | $300.7 萬 | 0.48% | −84−3.3% | 減碼 |
| Kestra Advisory Services, LLC | 2,446 | $301.2 萬 | 0.02% | +19+0.8% | 加碼 |
| Candelo Capital Management LP | 2,477 | $305.1 萬 | 2.24% | −500−16.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 2,511 | $309.2 萬 | 0.00% | +145+6.1% | 加碼 |
| Swiss Life Asset Management Ltd | 2,513 | $309.5 萬 | 0.04% | −5,643−69.2% | 減碼 |
| Allianz SE | 2,594 | $319.5 萬 | 0.10% | +2,594 | 新進 |
| Texas Yale Capital Corp. | 2,612 | $321.7 萬 | 0.14% | +16+0.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,728 | $335.9 萬 | 0.06% | −129−4.5% | 減碼 |
| PGGM Investments | 2,757 | $339.6 萬 | 0.05% | 00.0% | 不變 |
| Allen Operations LLC | 2,764 | $340.4 萬 | 0.65% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 2,798 | $344.6 萬 | 0.04% | +452+19.3% | 加碼 |
| New Mexico Educational Retirement Board | 2,800 | $344.8 萬 | 0.12% | +100+3.7% | 加碼 |
| Eos Management, L.P. | 2,807 | $345.7 萬 | 1.43% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 2,853 | $351.4 萬 | 0.06% | 00.0% | 不變 |
| NWK Group, Inc. | 2,869 | $353.3 萬 | 1.66% | +88+3.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,977 | $366.6 萬 | 0.01% | +1,908+178.5% | 加碼 |
| Thrivent Financial for Lutherans | 2,993 | $368.7 萬 | 0.01% | +74+2.5% | 加碼 |
| Rockingstone Advisors LLC | 3,016 | $371.5 萬 | 1.92% | −90−2.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,037 | $374.0 萬 | 0.01% | +510+20.2% | 加碼 |
| Marshall Wace, LLP | 3,062 | $377.1 萬 | 0.01% | +3,062 | 新進 |
| Great Lakes Advisors, LLC | 3,074 | $378.6 萬 | 0.03% | +1,182+62.5% | 加碼 |
| Americana Partners, LLC | 3,154 | $388.5 萬 | 0.32% | +279+9.7% | 加碼 |
| Louisiana State Employees Retirement System | 3,200 | $394.1 萬 | 0.08% | −100−3.0% | 減碼 |
| Sigma Investment Counselors Inc | 3,231 | $397.9 萬 | 0.26% | +3,231 | 新進 |
| King Luther Capital Management Corp | 3,232 | $398.1 萬 | 0.02% | +94+3.0% | 加碼 |
| Polar Asset Management Partners Inc. | 3,280 | $404.0 萬 | 0.11% | +3,280 | 新進 |
| Securian Asset Management, Inc | 3,302 | $406.7 萬 | 0.12% | −212−6.0% | 減碼 |
| Credit Agricole S A | 3,378 | $409.9 萬 | 0.07% | +1,813+115.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,331 | $410.2 萬 | 0.01% | +315+10.4% | 加碼 |
| Man Group plc | 3,339 | $411.2 萬 | 0.01% | +758+29.4% | 加碼 |
| Navellier & Associates Inc | 3,401 | $418.9 萬 | 0.52% | −624−15.5% | 減碼 |
| Principal Securities, Inc. | 3,416 | $420.8 萬 | 0.13% | +92+2.8% | 加碼 |
| Girard Partners Ltd. | 3,422 | $421.5 萬 | 0.40% | −81−2.3% | 減碼 |
| Alcosta Capital Management, Inc. | 3,454 | $425.4 萬 | 2.85% | −11−0.3% | 減碼 |
| BNC Wealth Management, LLC | 3,468 | $427.1 萬 | 1.83% | +25+0.7% | 加碼 |
| Miura Global Management, LLC | 3,500 | $431.1 萬 | 3.68% | +3,500 | 新進 |
| Simplex Trading, LLC | 3,519 | $433.4 萬 | 0.13% | +2,588+278.0% | 加碼 |
| Citadel Advisors LLC | 3,549 | $437.1 萬 | 0.00% | −29,282−89.2% | 減碼 |
| Edgestream Partners, L.P. | 3,572 | $439.9 萬 | 0.22% | +2,916+444.5% | 加碼 |
| Hartford Investment Management Co | 3,598 | $443.1 萬 | 0.16% | −129−3.5% | 減碼 |
| Cloverfields Capital Group, LP | 3,606 | $444.1 萬 | 1.50% | −490−12.0% | 減碼 |
| Quantinno Capital Management LP | 3,651 | $449.7 萬 | 0.10% | +192+5.6% | 加碼 |