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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 2,061 | $253.8 萬 | 0.04% | +317+18.2% | 加碼 |
| Family Legacy, Inc. | 2,060 | $253.7 萬 | 0.91% | −6−0.3% | 減碼 |
| Pier 88 Investment Partners LLC | 2,045 | $251.9 萬 | 0.62% | −1,260−38.1% | 減碼 |
| Illinois Municipal Retirement Fund | 2,023 | $249.2 萬 | 0.04% | +342+20.3% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,012 | $247.8 萬 | 0.23% | −116−5.5% | 減碼 |
| Morse Asset Management, Inc | 2,001 | $246.4 萬 | 0.63% | +1,042+108.7% | 加碼 |
| Ieq Capital, LLC | 1,982 | $244.1 萬 | 0.04% | +162+8.9% | 加碼 |
| Brown Brothers Harriman & Co | 1,980 | $243.9 萬 | 0.02% | −51,067−96.3% | 減碼 |
| Chicago Partners Investment Group LLC | 1,946 | $241.8 萬 | 0.10% | +222+12.9% | 加碼 |
| X-Square Capital, LLC | 1,955 | $241.1 萬 | 1.15% | +1,955 | 新進 |
| CAPROCK Group, Inc. | 1,947 | $239.9 萬 | 0.14% | +14+0.7% | 加碼 |
| Advisor Group Holdings, Inc. | 1,941 | $239.8 萬 | 0.01% | −6,759−77.7% | 減碼 |
| Buckingham Strategic Wealth, LLC | 1,914 | $235.7 萬 | 0.02% | +68+3.7% | 加碼 |
| Snider Financial Group | 1,903 | $234.4 萬 | 0.98% | +528+38.4% | 加碼 |
| Aurora Investment Managers, LLC. | 1,899 | $233.8 萬 | 1.72% | −874−31.5% | 減碼 |
| Empirical Finance, LLC | 1,891 | $232.9 萬 | 0.14% | +69+3.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,835 | $226.0 萬 | 0.16% | −136−6.9% | 減碼 |
| Commonwealth Equity Services, LLC | 1,809 | $222.9 萬 | 0.00% | +127+7.6% | 加碼 |
| Cavalier Investments, LLC | 1,806 | $222.4 萬 | 0.81% | −2,348−56.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,765 | $217.4 萬 | 0.06% | +13+0.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,762 | $217.0 萬 | 0.17% | −202−10.3% | 減碼 |
| Metis Global Partners, LLC | 1,756 | $216.3 萬 | 0.08% | −29−1.6% | 減碼 |
| F/M Investments LLC | 1,753 | $215.9 萬 | 1.46% | −9−0.5% | 減碼 |
| Linden Thomas Advisory Services, LLC | 1,744 | $214.8 萬 | 0.35% | −2−0.1% | 減碼 |
| Element Capital Management LLC | 1,706 | $210.1 萬 | 1.39% | +1,706 | 新進 |
| Palisade Capital Management LLC | 1,700 | $209.4 萬 | 0.06% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,688 | $207.9 萬 | 0.02% | +52+3.2% | 加碼 |
| Motley Fool Asset Management LLC | 1,643 | $202.4 萬 | 0.13% | +119+7.8% | 加碼 |
| Chesley Taft & Associates LLC | 1,611 | $198.4 萬 | 0.10% | +1,611 | 新進 |
| Caxton Associates LP | 1,609 | $198.2 萬 | 0.13% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,588 | $195.6 萬 | 0.01% | +86+5.7% | 加碼 |
| Sumitomo Life Insurance Co | 1,585 | $195.2 萬 | 0.05% | −61−3.7% | 減碼 |
| Walleye Capital LLC | 1,572 | $193.6 萬 | 0.02% | −11,054−87.5% | 減碼 |
| Private Advisor Group, LLC | 1,558 | $191.9 萬 | 0.01% | +824+112.3% | 加碼 |
| UniSuper Management Pty Ltd | 1,556 | $191.6 萬 | 0.02% | +1,089+233.2% | 加碼 |
| SRS Capital Advisors, Inc. | 1,554 | $191.4 萬 | 0.20% | −2−0.1% | 減碼 |
| Bleakley Financial Group, LLC | 1,535 | $189.1 萬 | 0.05% | +130+9.3% | 加碼 |
| Simplicity Wealth,LLC | 1,527 | $188.1 萬 | 0.04% | +1,527 | 新進 |
| Sustainable Insight Capital Management, LLC | 1,507 | $185.6 萬 | 1.34% | −200−11.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,506 | $185.5 萬 | 0.09% | +113+8.1% | 加碼 |
| Rakuten Investment Management, Inc. | 1,493 | $183.9 萬 | 0.01% | +1,356+989.8% | 加碼 |
| Oppenheimer & Co Inc | 1,486 | $183.0 萬 | 0.03% | +427+40.3% | 加碼 |
| Mainstay Capital Management LLC | 1,476 | $181.8 萬 | 0.34% | −196−11.7% | 減碼 |
| Accretive Wealth Partners, LLC | 1,379 | $178.4 萬 | 0.79% | −56−3.9% | 減碼 |
| Paragon Advisors, LLC | 1,443 | $177.7 萬 | 0.72% | +140+10.7% | 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 |
| Greenleaf Trust | 1,422 | $175.1 萬 | 0.02% | +19+1.4% | 加碼 |
| Pinnacle Wealth Management, LLC | 1,412 | $173.9 萬 | 1.81% | +43+3.1% | 加碼 |
| AIA Group Ltd | 1,397 | $172.1 萬 | 0.06% | 00.0% | 不變 |
| NBT Bank N A | 1,375 | $169.3 萬 | 0.12% | −5−0.4% | 減碼 |
| Integrated Advisors Network LLC | 1,372 | $169.0 萬 | 0.09% | +612+80.5% | 加碼 |
| Guerra Pan Advisors, LLC | 1,334 | $164.3 萬 | 1.52% | −71−5.1% | 減碼 |
| Hills Bank & Trust Co | 1,333 | $164.2 萬 | 0.14% | −24−1.8% | 減碼 |
| Captrust Financial Advisors | 1,323 | $163.0 萬 | 0.01% | −449−25.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,321 | $162.7 萬 | 0.02% | −461−25.9% | 減碼 |
| Gilbert & Cook, Inc. | 1,303 | $160.5 萬 | 0.22% | −160−10.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,298 | $159.9 萬 | 0.00% | −301−18.8% | 減碼 |
| Lake Street Financial LLC | 1,292 | $159.1 萬 | 0.22% | +521+67.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,292 | $159.1 萬 | 0.03% | −677−34.4% | 減碼 |
| Mezzasalma Advisors, LLC | 1,290 | $158.9 萬 | 0.75% | +1,013+365.7% | 加碼 |
| Gateway Investment Advisers LLC | 1,264 | $155.7 萬 | 0.02% | −114−8.3% | 減碼 |
| Allworth Financial LP | 1,249 | $153.8 萬 | 0.01% | +85+7.3% | 加碼 |
| United Capital Financial Advisers, LLC | 1,243 | $153.1 萬 | 0.01% | −44−3.4% | 減碼 |
| Privium Fund Management (UK) Ltd | 1,270 | $152.9 萬 | 0.76% | −1,180−48.2% | 減碼 |
| Valmark Advisers, Inc. | 1,231 | $151.6 萬 | 0.03% | +1,231 | 新進 |
| Public Sector Pension Investment Board | 1,222 | $150.5 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,209 | $148.9 萬 | 0.04% | −3,956−76.6% | 減碼 |
| 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 |
| Global Endowment Management, LP | 1,179 | $145.2 萬 | 0.15% | +78+7.1% | 加碼 |
| Ossiam | 1,145 | $141.0 萬 | 0.02% | −234−17.0% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,137 | $140.0 萬 | 0.03% | −26−2.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,133 | $139.5 萬 | 0.05% | +231+25.6% | 加碼 |
| Haverford Trust Co | 1,123 | $138.3 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,105 | $136.1 萬 | 0.07% | −228−17.1% | 減碼 |
| 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 |
| Hikari Tsushin, Inc. | 1,060 | $130.5 萬 | 0.10% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 1,056 | $130.1 萬 | 0.19% | −380−26.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,051 | $129.4 萬 | 0.01% | +41+4.1% | 加碼 |
| AdvisorNet Financial, Inc | 1,050 | $129.3 萬 | 0.12% | −16−1.5% | 減碼 |
| CORDA Investment Management, LLC. | 1,039 | $128.0 萬 | 0.10% | 00.0% | 不變 |
| Veriti Management LLC | 1,029 | $126.7 萬 | 0.09% | +190+22.6% | 加碼 |
| Vestcor Inc | 1,026 | $126.4 萬 | 0.04% | −122−10.6% | 減碼 |
| Blue Fin Capital, Inc. | 1,012 | $124.6 萬 | 0.28% | +101+11.1% | 加碼 |
| Ascent Group, LLC | 992 | $122.2 萬 | 0.11% | +22+2.3% | 加碼 |
| Capstone Investment Advisors, LLC | 990 | $121.9 萬 | 0.02% | +662+201.8% | 加碼 |
| Summit Trail Advisors, LLC | 989 | $121.8 萬 | 0.03% | +158+19.0% | 加碼 |
| Assenagon Asset Management S.A. | 970 | $119.5 萬 | 0.00% | +57+6.2% | 加碼 |
| CWM Advisors, LLC | 966 | $119.0 萬 | 0.12% | −199−17.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 966 | $119.0 萬 | 0.03% | +8+0.8% | 加碼 |
| Skylands Capital, LLC | 965 | $118.8 萬 | 0.16% | 00.0% | 不變 |
| Cross Staff Investments Inc | 952 | $117.2 萬 | 0.99% | 00.0% | 不變 |
| Toroso Investments, LLC | 950 | $117.0 萬 | 0.02% | +65+7.3% | 加碼 |
| Profund Advisors LLC | 941 | $115.9 萬 | 0.05% | +260+38.2% | 加碼 |
| Fidelis Capital Partners, LLC | 931 | $114.7 萬 | 0.17% | +69+8.0% | 加碼 |
| Quest Partners LLC | 929 | $114.4 萬 | 0.20% | +929 | 新進 |
| Qtron Investments LLC | 925 | $113.9 萬 | 0.16% | 00.0% | 不變 |
| Montag A & Associates Inc | 924 | $113.8 萬 | 0.06% | +370+66.8% | 加碼 |