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 3 季 13F 持有人
TransDigm Group INC 在 2024/9/30 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
- 1,032
- 較 2024 年第 2 季 +36 家
- 持有股數
- 5,192 萬
- 較 2024 年第 2 季 +263.8 萬 (+5.4%)
- 總市值
- $739.8 億
- 較 2024 年第 2 季 +$110.4 億 (+17.5%)
- 新進機構
- 124
- 另有 392 家加碼
- 清倉機構
- 88
- 另有 352 家減碼
另有 9 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 6,258,887 | $89.3 億 | 1.71% | −61,086−1.0% | 減碼 |
| Vanguard Group Inc | 6,191,519 | $88.4 億 | 0.16% | +39,491+0.6% | 加碼 |
| BlackRock, Inc. | 3,919,658 | $55.9 億 | 0.12% | +3,919,658 | 新進 |
| Capital World Investors | 3,636,386 | $51.9 億 | 0.80% | +99,965+2.8% | 加碼 |
| State Street Corp | 2,229,199 | $31.8 億 | 0.13% | +29,489+1.3% | 加碼 |
| JPMorgan Chase & Co | 1,997,827 | $28.5 億 | 0.23% | +173,342+9.5% | 加碼 |
| Principal Financial Group Inc | 1,940,852 | $27.7 億 | 1.51% | −58,906−2.9% | 減碼 |
| FMR LLC | 1,920,181 | $27.4 億 | 0.17% | +43,604+2.3% | 加碼 |
| Capital Research Global Investors | 1,823,819 | $26.0 億 | 0.54% | −195,995−9.7% | 減碼 |
| Morgan Stanley | 1,272,786 | $18.2 億 | 0.13% | +179,340+16.4% | 加碼 |
| Geode Capital Management, LLC | 1,133,443 | $16.1 億 | 0.13% | +19,314+1.7% | 加碼 |
| Altarock Partners LLC | 1,048,264 | $15.0 億 | 29.46% | −25,000−2.3% | 減碼 |
| Norges Bank | 847,929 | $12.1 億 | 0.17% | +11,407+1.4% | 加碼 |
| Windacre Partnership LLC | 728,000 | $10.4 億 | 13.81% | +217,700+42.7% | 加碼 |
| Stockbridge Partners LLC | 706,338 | $10.1 億 | 20.24% | 00.0% | 不變 |
| Invesco Ltd. | 528,681 | $7.54 億 | 0.15% | −125,952−19.2% | 減碼 |
| Primecap Management Co | 513,194 | $7.32 億 | 0.54% | +900+0.2% | 加碼 |
| Price T Rowe Associates Inc | 460,927 | $6.58 億 | 0.08% | −61,197−11.7% | 減碼 |
| Northern Trust Corp | 450,120 | $6.42 億 | 0.11% | −10,862−2.4% | 減碼 |
| Westfield Capital Management Co LP | 372,061 | $5.31 億 | 2.40% | +8,655+2.4% | 加碼 |
| Bank of America Corp | 353,479 | $5.04 億 | 0.04% | +16,723+5.0% | 加碼 |
| Charles Schwab Investment Management Inc | 338,106 | $4.83 億 | 0.09% | +4,481+1.3% | 加碼 |
| Bank of New York Mellon Corp | 313,104 | $4.47 億 | 0.08% | −7,667−2.4% | 減碼 |
| Legal & General Group Plc | 275,223 | $3.93 億 | 0.10% | −2,548−0.9% | 減碼 |
| UBS Asset Management Americas Inc | 274,620 | $3.92 億 | 0.10% | +7,947+3.0% | 加碼 |
| UBS Group AG | 238,083 | $3.40 億 | 0.10% | +10,034+4.4% | 加碼 |
| Goldman Sachs Group Inc | 233,229 | $3.33 億 | 0.06% | +11,680+5.3% | 加碼 |
| Brown Advisory Inc | 213,945 | $3.05 億 | 0.38% | −18,335−7.9% | 減碼 |
| Ameriprise Financial Inc | 203,355 | $2.90 億 | 0.07% | −3,542−1.7% | 減碼 |
| Franklin Resources Inc | 205,543 | $2.90 億 | 0.08% | +4,442+2.2% | 加碼 |
| Alkeon Capital Management LLC | 195,791 | $2.79 億 | 1.53% | −171−0.1% | 減碼 |
| Vulcan Value Partners, LLC | 195,116 | $2.78 億 | 4.66% | −25,454−11.5% | 減碼 |
| American Century Companies Inc | 182,084 | $2.60 億 | 0.15% | −35,097−16.2% | 減碼 |
| DF Dent & Co Inc | 180,017 | $2.57 億 | 3.12% | −10,706−5.6% | 減碼 |
| Blair William & Co | 177,669 | $2.54 億 | 0.74% | +285+0.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 173,530 | $2.48 億 | 0.44% | −893−0.5% | 減碼 |
| Swiss National Bank | 166,100 | $2.37 億 | 0.15% | +1,400+0.9% | 加碼 |
| Darsana Capital Partners LP | 165,000 | $2.35 億 | 5.80% | 00.0% | 不變 |
| Wells Fargo & Company | 164,446 | $2.35 億 | 0.06% | −13,247−7.5% | 減碼 |
| Fred Alger Management, LLC | 157,493 | $2.25 億 | 1.09% | −21,673−12.1% | 減碼 |
| Neuberger Berman Group LLC | 150,211 | $2.14 億 | 0.17% | +2,460+1.7% | 加碼 |
| Nuveen Asset Management, LLC | 147,283 | $2.10 億 | 0.06% | −14,939−9.2% | 減碼 |
| Canada Pension Plan Investment Board | 143,746 | $2.05 億 | 0.19% | −1,665−1.1% | 減碼 |
| Dimensional Fund Advisors LP | 139,728 | $1.99 億 | 0.05% | −575−0.4% | 減碼 |
| Royal Bank of Canada | 137,782 | $1.97 億 | 0.04% | +20,466+17.4% | 加碼 |
| Barclays PLC | 137,256 | $1.96 億 | 0.09% | −6,030−4.2% | 減碼 |
| Qube Research & Technologies Ltd | 137,127 | $1.96 億 | 0.36% | −6,665−4.6% | 減碼 |
| National Pension Service | 140,703 | $1.90 億 | 0.18% | +16,656+13.4% | 加碼 |
| Voya Investment Management LLC | 132,606 | $1.89 億 | 0.20% | −23,975−15.3% | 減碼 |
| Heard Capital LLC | 132,206 | $1.89 億 | 10.58% | +13,073+11.0% | 加碼 |
| Deutsche Bank AG | 127,654 | $1.82 億 | 0.07% | −49,931−28.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 123,240 | $1.76 億 | 0.12% | +1,988+1.6% | 加碼 |
| Citigroup Inc | 120,876 | $1.73 億 | 0.16% | +32,609+36.9% | 加碼 |
| Advent International Corp | 115,474 | $1.65 億 | 3.49% | −15,700−12.0% | 減碼 |
| Sands Capital Management, LLC | 115,136 | $1.64 億 | 0.50% | −5,746−4.8% | 減碼 |
| Skye Global Management LP | 112,000 | $1.60 億 | 3.86% | +928+0.8% | 加碼 |
| EULAV Asset Management | 107,457 | $1.53 億 | 3.73% | −2,200−2.0% | 減碼 |
| Bamco Inc | 105,859 | $1.51 億 | 0.40% | +5,859+5.9% | 加碼 |
| Atalan Capital Partners, LP | 103,000 | $1.47 億 | 12.64% | −10,500−9.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 101,911 | $1.45 億 | 2.77% | −753−0.7% | 減碼 |
| HSBC Holdings PLC | 105,389 | $1.45 億 | 0.09% | +18,496+21.3% | 加碼 |
| Rhumbline Advisers | 101,577 | $1.45 億 | 0.13% | −1,927−1.9% | 減碼 |
| Massachusetts Financial Services Co | 99,147 | $1.41 億 | 0.04% | −1,348−1.3% | 減碼 |
| Intermede Investment Partners Ltd | 98,104 | $1.40 億 | 2.92% | +98,104 | 新進 |
| US Bancorp | 97,723 | $1.39 億 | 0.18% | −735−0.7% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 95,194 | $1.36 億 | 6.18% | −44,634−31.9% | 減碼 |
| Bristol John W & Co Inc | 94,845 | $1.35 億 | 2.16% | −1,011−1.1% | 減碼 |
| Zurich Insurance Group Ltd | 94,537 | $1.35 億 | 1.14% | +31,376+49.7% | 加碼 |
| Meritage Group LP | 94,478 | $1.35 億 | 3.15% | −51,688−35.4% | 減碼 |
| California Public Employees Retirement System | 94,307 | $1.35 億 | 0.09% | −1,662−1.7% | 減碼 |
| California State Teachers Retirement System | 91,961 | $1.31 億 | 0.15% | +336+0.4% | 加碼 |
| Voloridge Investment Management, LLC | 89,790 | $1.28 億 | 0.47% | +18,295+25.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 85,692 | $1.22 億 | 0.12% | +16,049+23.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,058 | $1.19 億 | 0.13% | +8,172+10.9% | 加碼 |
| Triple Frond Partners LLC | 82,673 | $1.18 億 | 15.27% | +20,434+32.8% | 加碼 |
| Douglas Lane & Associates, LLC | 82,345 | $1.18 億 | 1.62% | −1,387−1.7% | 減碼 |
| State of Michigan Retirement System | 76,292 | $1.09 億 | 0.54% | 00.0% | 不變 |
| Renaissance Technologies LLC | 75,500 | $1.08 億 | 0.16% | −11,100−12.8% | 減碼 |
| Envestnet Asset Management Inc | 71,319 | $1.02 億 | 0.03% | −1,352−1.9% | 減碼 |
| New York State Common Retirement Fund | 70,664 | $1.01 億 | 0.14% | +1,376+2.0% | 加碼 |
| Millennium Management LLC | 70,464 | $1.01 億 | 0.09% | −75,657−51.8% | 減碼 |
| Lord, Abbett & Co. LLC | 67,977 | $9,701 萬 | 0.31% | −6,019−8.1% | 減碼 |
| Raymond James & Associates | 67,335 | $9,610 萬 | 0.06% | +2,025+3.1% | 加碼 |
| Russell Investments Group, Ltd. | 65,576 | $9,351 萬 | 0.14% | +39,240+149.0% | 加碼 |
| Capital Group Private Client Services, Inc. | 63,590 | $9,075 萬 | 0.86% | −1,823−2.8% | 減碼 |
| Mar Vista Investment Partners LLC | 61,366 | $8,758 萬 | 5.58% | −20,005−24.6% | 減碼 |
| Employees Retirement System of Texas | 60,529 | $8,638 萬 | 0.75% | −2,471−3.9% | 減碼 |
| Bank of Montreal | 61,223 | $8,589 萬 | 0.04% | −14,369−19.0% | 減碼 |
| Argent Capital Management LLC | 59,740 | $8,526 萬 | 2.36% | −1,264−2.1% | 減碼 |
| Alliancebernstein L.P. | 59,691 | $8,519 萬 | 0.03% | −423−0.7% | 減碼 |
| Artisan Partners Limited Partnership | 57,121 | $8,152 萬 | 0.12% | −17,324−23.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 55,251 | $7,885 萬 | 0.15% | +907+1.7% | 加碼 |
| Stifel Financial Corp | 54,360 | $7,758 萬 | 0.08% | +5,116+10.4% | 加碼 |
| Schroder Investment Management Group | 53,571 | $7,645 萬 | 0.08% | +9,014+20.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 52,894 | $7,549 萬 | 0.13% | −800−1.5% | 減碼 |
| Ci Investments Inc. | 52,797 | $7,535 萬 | 0.29% | −1,389−2.6% | 減碼 |
| Chicago Capital, LLC | 51,479 | $7,347 萬 | 2.04% | −74−0.1% | 減碼 |
| STRS Ohio | 48,558 | $6,930 萬 | 0.27% | +9,779+25.2% | 加碼 |
| Linonia Partnership LP | 48,159 | $6,873 萬 | 4.17% | −31,560−39.6% | 減碼 |
| New York State Teachers Retirement System | 47,249 | $6,743 萬 | 0.14% | −1,808−3.7% | 減碼 |