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 4 季 13F 持有人
TransDigm Group INC 在 2024/12/31 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
- 1,048
- 較 2024 年第 3 季 +31 家
- 持有股數
- 5,329 萬
- 較 2024 年第 3 季 +145.6 萬 (+2.8%)
- 總市值
- $674.2 億
- 較 2024 年第 3 季 −$64.3 億 (−8.7%)
- 新進機構
- 134
- 另有 432 家加碼
- 清倉機構
- 103
- 另有 328 家減碼
另有 15 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,270,803 | $79.5 億 | 0.14% | +79,284+1.3% | 加碼 |
| Capital International Investors | 6,258,179 | $79.3 億 | 1.49% | −7080.0% | 減碼 |
| BlackRock, Inc. | 4,085,860 | $51.8 億 | 0.11% | +166,202+4.2% | 加碼 |
| Capital World Investors | 3,791,927 | $48.1 億 | 0.73% | +155,541+4.3% | 加碼 |
| State Street Corp | 2,311,015 | $29.3 億 | 0.12% | +81,816+3.7% | 加碼 |
| JPMorgan Chase & Co | 2,204,649 | $27.9 億 | 0.22% | +206,822+10.4% | 加碼 |
| Principal Financial Group Inc | 2,126,274 | $26.9 億 | 1.47% | +185,422+9.6% | 加碼 |
| FMR LLC | 1,925,595 | $24.4 億 | 0.15% | +5,414+0.3% | 加碼 |
| Capital Research Global Investors | 1,911,128 | $24.2 億 | 0.50% | +87,309+4.8% | 加碼 |
| Morgan Stanley | 1,435,857 | $18.2 億 | 0.13% | +163,071+12.8% | 加碼 |
| Geode Capital Management, LLC | 1,293,282 | $16.4 億 | 0.13% | +159,839+14.1% | 加碼 |
| Altarock Partners LLC | 1,000,604 | $12.7 億 | 25.65% | −47,660−4.5% | 減碼 |
| Norges Bank | 768,065 | $9.73 億 | 0.13% | −79,864−9.4% | 減碼 |
| Windacre Partnership LLC | 753,997 | $9.56 億 | 14.01% | +25,997+3.6% | 加碼 |
| Stockbridge Partners LLC | 668,285 | $8.47 億 | 17.97% | −38,053−5.4% | 減碼 |
| Primecap Management Co | 513,194 | $6.50 億 | 0.50% | 00.0% | 不變 |
| Invesco Ltd. | 501,722 | $6.36 億 | 0.12% | −26,959−5.1% | 減碼 |
| Northern Trust Corp | 489,710 | $6.21 億 | 0.09% | +39,590+8.8% | 加碼 |
| Price T Rowe Associates Inc | 423,429 | $5.37 億 | 0.06% | −37,498−8.1% | 減碼 |
| Westfield Capital Management Co LP | 362,218 | $4.59 億 | 2.00% | −9,843−2.6% | 減碼 |
| Charles Schwab Investment Management Inc | 350,253 | $4.44 億 | 0.08% | +12,147+3.6% | 加碼 |
| UBS Asset Management Americas Inc | 341,771 | $4.33 億 | 0.10% | +67,151+24.5% | 加碼 |
| Bank of America Corp | 334,554 | $4.24 億 | 0.04% | −18,925−5.4% | 減碼 |
| UBS Group AG | 318,496 | $4.04 億 | 0.09% | +80,413+33.8% | 加碼 |
| Edgewood Management LLC | 315,317 | $4.00 億 | 1.15% | +315,317 | 新進 |
| Bank of New York Mellon Corp | 298,680 | $3.79 億 | 0.07% | −14,424−4.6% | 減碼 |
| Legal & General Group Plc | 293,745 | $3.72 億 | 0.10% | +18,522+6.7% | 加碼 |
| Alkeon Capital Management LLC | 245,791 | $3.11 億 | 1.80% | +50,000+25.5% | 加碼 |
| Vulcan Value Partners, LLC | 235,740 | $2.99 億 | 5.00% | +40,624+20.8% | 加碼 |
| Ameriprise Financial Inc | 209,729 | $2.66 億 | 0.07% | +6,374+3.1% | 加碼 |
| Goldman Sachs Group Inc | 206,577 | $2.62 億 | 0.05% | −26,652−11.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 200,469 | $2.57 億 | 0.47% | +26,939+15.5% | 加碼 |
| Darsana Capital Partners LP | 200,000 | $2.53 億 | 7.71% | +35,000+21.2% | 加碼 |
| Deutsche Bank AG | 193,042 | $2.45 億 | 0.10% | +65,388+51.2% | 加碼 |
| Brown Advisory Inc | 190,316 | $2.41 億 | 0.31% | −23,629−11.0% | 減碼 |
| Blair William & Co | 178,343 | $2.26 億 | 0.66% | +674+0.4% | 加碼 |
| DF Dent & Co Inc | 175,210 | $2.22 億 | 2.81% | −4,807−2.7% | 減碼 |
| Wells Fargo & Company | 169,169 | $2.14 億 | 0.05% | +4,723+2.9% | 加碼 |
| Heard Capital LLC | 168,421 | $2.13 億 | 12.69% | +36,215+27.4% | 加碼 |
| Royal Bank of Canada | 160,493 | $2.03 億 | 0.04% | +22,711+16.5% | 加碼 |
| Swiss National Bank | 158,500 | $2.01 億 | 0.13% | −7,600−4.6% | 減碼 |
| Canada Pension Plan Investment Board | 152,725 | $1.94 億 | 0.18% | +8,979+6.2% | 加碼 |
| Neuberger Berman Group LLC | 151,245 | $1.92 億 | 0.15% | +1,034+0.7% | 加碼 |
| Dimensional Fund Advisors LP | 143,869 | $1.82 億 | 0.04% | +4,141+3.0% | 加碼 |
| Franklin Resources Inc | 138,826 | $1.76 億 | 0.05% | −66,717−32.5% | 減碼 |
| Point72 Asset Management, L.P. | 132,526 | $1.68 億 | 0.46% | +128,826+3,481.8% | 加碼 |
| Voya Investment Management LLC | 130,100 | $1.65 億 | 0.17% | −2,506−1.9% | 減碼 |
| Nuveen Asset Management, LLC | 125,305 | $1.59 億 | 0.04% | −21,978−14.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 124,720 | $1.58 億 | 0.11% | +1,480+1.2% | 加碼 |
| National Pension Service | 116,510 | $1.48 億 | 0.14% | −24,193−17.2% | 減碼 |
| Barclays PLC | 111,143 | $1.41 億 | 0.07% | −26,113−19.0% | 減碼 |
| Fred Alger Management, LLC | 108,791 | $1.38 億 | 0.66% | −48,702−30.9% | 減碼 |
| Bamco Inc | 107,844 | $1.37 億 | 0.35% | +1,985+1.9% | 加碼 |
| EULAV Asset Management | 105,057 | $1.33 億 | 3.21% | −2,400−2.2% | 減碼 |
| Skye Global Management LP | 105,000 | $1.33 億 | 2.77% | −7,000−6.3% | 減碼 |
| Atalan Capital Partners, LP | 103,000 | $1.31 億 | 12.99% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 102,269 | $1.30 億 | 2.52% | +358+0.4% | 加碼 |
| Rhumbline Advisers | 99,318 | $1.26 億 | 0.11% | −2,259−2.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 98,696 | $1.25 億 | 0.10% | +13,004+15.2% | 加碼 |
| HSBC Holdings PLC | 98,212 | $1.25 億 | 0.08% | −7,177−6.8% | 減碼 |
| Marshall Wace, LLP | 97,858 | $1.24 億 | 0.16% | +75,780+343.2% | 加碼 |
| US Bancorp | 97,737 | $1.24 億 | 0.16% | +140.0% | 加碼 |
| Intermede Investment Partners Ltd | 97,206 | $1.23 億 | 3.29% | −898−0.9% | 減碼 |
| Meritage Group LP | 94,478 | $1.20 億 | 2.85% | 00.0% | 不變 |
| Bristol John W & Co Inc | 92,818 | $1.18 億 | 1.93% | −2,027−2.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90,895 | $1.16 億 | 0.11% | +7,837+9.4% | 加碼 |
| California Public Employees Retirement System | 89,692 | $1.14 億 | 0.08% | −4,615−4.9% | 減碼 |
| California State Teachers Retirement System | 89,397 | $1.13 億 | 0.13% | −2,564−2.8% | 減碼 |
| Sands Capital Management, LLC | 86,405 | $1.09 億 | 0.32% | −28,731−25.0% | 減碼 |
| Qube Research & Technologies Ltd | 83,982 | $1.06 億 | 0.17% | −53,145−38.8% | 減碼 |
| Douglas Lane & Associates, LLC | 81,867 | $1.04 億 | 1.46% | −478−0.6% | 減碼 |
| Triple Frond Partners LLC | 79,754 | $1.01 億 | 13.08% | −2,919−3.5% | 減碼 |
| Raymond James Financial Inc | 79,549 | $1.01 億 | 0.04% | +79,549 | 新進 |
| State of Michigan Retirement System | 76,292 | $9,668 萬 | 0.50% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 75,576 | $9,578 萬 | 0.03% | −23,571−23.8% | 減碼 |
| Envestnet Asset Management Inc | 74,630 | $9,458 萬 | 0.03% | +3,311+4.6% | 加碼 |
| Renaissance Technologies LLC | 73,700 | $9,340 萬 | 0.14% | −1,800−2.4% | 減碼 |
| New York State Common Retirement Fund | 70,359 | $8,916 萬 | 0.12% | −305−0.4% | 減碼 |
| Lord, Abbett & Co. LLC | 68,941 | $8,737 萬 | 0.28% | +964+1.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 67,559 | $8,562 萬 | 0.06% | +37,678+126.1% | 加碼 |
| Russell Investments Group, Ltd. | 66,863 | $8,474 萬 | 0.12% | +1,287+2.0% | 加碼 |
| American Century Companies Inc | 65,736 | $8,331 萬 | 0.05% | −116,348−63.9% | 減碼 |
| Schroder Investment Management Group | 63,125 | $8,000 萬 | 0.08% | +9,554+17.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 61,871 | $7,841 萬 | 0.72% | −1,719−2.7% | 減碼 |
| Citadel Advisors LLC | 61,506 | $7,795 萬 | 0.07% | +24,513+66.3% | 加碼 |
| Employees Retirement System of Texas | 60,529 | $7,671 萬 | 0.65% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 60,057 | $7,611 萬 | 0.27% | −29,733−33.1% | 減碼 |
| Mar Vista Investment Partners LLC | 59,019 | $7,479 萬 | 5.12% | −2,347−3.8% | 減碼 |
| Alliancebernstein L.P. | 58,665 | $7,434 萬 | 0.03% | −1,026−1.7% | 減碼 |
| Citigroup Inc | 58,644 | $7,432 萬 | 0.07% | −62,232−51.5% | 減碼 |
| Argent Capital Management LLC | 58,408 | $7,402 萬 | 2.09% | −1,332−2.2% | 減碼 |
| Bank of Montreal | 57,953 | $7,344 萬 | 0.04% | −3,270−5.3% | 減碼 |
| Worldquant Millennium Advisors LLC | 56,489 | $7,159 萬 | 0.46% | +52,241+1,229.8% | 加碼 |
| Hudson Way Capital Management LLC | 56,465 | $7,156 萬 | 8.09% | +10,025+21.6% | 加碼 |
| STRS Ohio | 55,321 | $7,011 萬 | 0.28% | +6,763+13.9% | 加碼 |
| Holocene Advisors, LP | 55,247 | $7,001 萬 | 0.23% | +22,454+68.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 54,291 | $6,880 萬 | 0.13% | −960−1.7% | 減碼 |
| Stifel Financial Corp | 52,053 | $6,597 萬 | 0.07% | −2,307−4.2% | 減碼 |
| Chicago Capital, LLC | 51,740 | $6,557 萬 | 1.74% | +261+0.5% | 加碼 |
| Ci Investments Inc. | 49,560 | $6,281 萬 | 0.24% | −3,237−6.1% | 減碼 |