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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 1,600 | $202.8 萬 | 0.07% | −1,462−47.7% | 減碼 |
| Vinva Investment Management Ltd | 1,592 | $203.8 萬 | 0.08% | −45−2.7% | 減碼 |
| Allstate Corp | 1,632 | $206.8 萬 | 0.06% | +1,632 | 新進 |
| Goodman Advisory Group, LLC | 1,640 | $207.8 萬 | 0.61% | +1,637+54,566.7% | 加碼 |
| Aurora Investment Managers, LLC. | 1,644 | $208.3 萬 | 1.31% | −27−1.6% | 減碼 |
| Banco Santander, S.A. | 1,671 | $211.8 萬 | 0.03% | +716+75.0% | 加碼 |
| Centaurus Financial, Inc. | 1,679 | $212.8 萬 | 0.13% | −245−12.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,685 | $213.5 萬 | 0.08% | +100+6.3% | 加碼 |
| Gallo Partners, LP | 1,693 | $214.6 萬 | 1.59% | +1,693 | 新進 |
| Vivid Wealth Management, LLC | 1,697 | $215.1 萬 | 1.09% | +125+8.0% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $215.4 萬 | 0.06% | 00.0% | 不變 |
| Sit Investment Associates Inc | 1,710 | $216.7 萬 | 0.05% | +210+14.0% | 加碼 |
| Commerce Bank | 1,711 | $216.8 萬 | 0.01% | −120−6.6% | 減碼 |
| Wolverine Trading, LLC | 1,717 | $219.8 萬 | 0.05% | +476+38.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,784 | $226.1 萬 | 0.05% | +6+0.3% | 加碼 |
| Empirical Finance, LLC | 1,830 | $231.9 萬 | 0.13% | −10−0.5% | 減碼 |
| Two Sigma Investments, LP | 1,850 | $234.4 萬 | 0.01% | −16,511−89.9% | 減碼 |
| Nomura Holdings Inc | 1,854 | $235.0 萬 | 0.01% | +1,854 | 新進 |
| Hixon Zuercher, LLC | 1,864 | $236.2 萬 | 0.91% | −32−1.7% | 減碼 |
| Metis Global Partners, LLC | 1,884 | $238.8 萬 | 0.07% | +93+5.2% | 加碼 |
| HCR Wealth Advisors | 1,914 | $242.6 萬 | 0.30% | +1,914 | 新進 |
| Solidarilty Wealth, LLC | 1,927 | $244.2 萬 | 0.64% | +100+5.5% | 加碼 |
| Oppenheimer & Co Inc | 1,930 | $244.6 萬 | 0.04% | +127+7.0% | 加碼 |
| Sumitomo Life Insurance Co | 1,951 | $247.2 萬 | 0.05% | −42−2.1% | 減碼 |
| Cavalier Investments, LLC | 1,954 | $247.6 萬 | 0.83% | +48+2.5% | 加碼 |
| We Are One Seven, LLC | 1,969 | $249.6 萬 | 0.10% | +1,670+558.5% | 加碼 |
| Aspiriant, LLC | 2,013 | $255.1 萬 | 0.09% | +12+0.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,022 | $256.2 萬 | 0.22% | +37+1.9% | 加碼 |
| Illinois Municipal Retirement Fund | 2,023 | $256.4 萬 | 0.04% | 00.0% | 不變 |
| Private Advisor Group, LLC | 2,026 | $256.7 萬 | 0.01% | +279+16.0% | 加碼 |
| X-Square Capital, LLC | 2,082 | $263.8 萬 | 1.08% | +21+1.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,088 | $264.6 萬 | 0.17% | +379+22.2% | 加碼 |
| Bessemer Group Inc | 2,137 | $270.8 萬 | 0.00% | +319+17.5% | 加碼 |
| Mainstay Capital Management LLC | 2,145 | $271.8 萬 | 0.41% | +438+25.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,147 | $274.0 萬 | 0.03% | +740+52.6% | 加碼 |
| Clearstead Advisors, LLC | 2,165 | $274.4 萬 | 0.04% | +10.0% | 加碼 |
| Captrust Financial Advisors | 2,220 | $281.4 萬 | 0.01% | −229−9.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,248 | $284.9 萬 | 1.63% | −16−0.7% | 減碼 |
| Woodline Partners LP | 2,259 | $286.3 萬 | 0.02% | +2,094+1,269.1% | 加碼 |
| Ieq Capital, LLC | 2,259 | $286.3 萬 | 0.03% | −217−8.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,260 | $286.3 萬 | 0.19% | +161+7.7% | 加碼 |
| Navellier & Associates Inc | 2,273 | $288.1 萬 | 0.35% | +91+4.2% | 加碼 |
| Mercer Global Advisors Inc | 2,278 | $288.7 萬 | 0.01% | −4,152−64.6% | 減碼 |
| Family Legacy, Inc. | 2,253 | $289.0 萬 | 0.98% | +99+4.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,312 | $293.4 萬 | 0.01% | −2,569−52.6% | 減碼 |
| Omers Administration Corp | 2,322 | $294.3 萬 | 0.03% | +102+4.6% | 加碼 |
| Kornitzer Capital Management Inc | 2,346 | $297.3 萬 | 0.06% | −10.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,348 | $297.6 萬 | 0.06% | +1,204+105.2% | 加碼 |
| WoodTrust Financial Corp | 2,378 | $301.4 萬 | 0.42% | −38−1.6% | 減碼 |
| Generali Asset Management SPA SGR | 2,405 | $304.8 萬 | 0.08% | +2,405 | 新進 |
| Wellington Management Group LLP | 2,419 | $306.6 萬 | 0.00% | +506+26.5% | 加碼 |
| Sustainable Insight Capital Management, LLC | 2,436 | $308.7 萬 | 1.35% | −187−7.1% | 減碼 |
| Level Four Advisory Services, LLC | 2,451 | $310.7 萬 | 0.13% | +119+5.1% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,478 | $314.0 萬 | 0.33% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 2,488 | $315.3 萬 | 0.10% | +134+5.7% | 加碼 |
| Mezzasalma Advisors, LLC | 2,531 | $320.7 萬 | 1.03% | +51+2.1% | 加碼 |
| Verition Fund Management LLC | 2,558 | $324.2 萬 | 0.02% | −3,616−58.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,584 | $327.5 萬 | 0.06% | +434+20.2% | 加碼 |
| Marks Group Wealth Management, Inc | 2,606 | $330.3 萬 | 0.33% | +156+6.4% | 加碼 |
| Allianz SE | 2,594 | $332.0 萬 | 0.09% | 00.0% | 不變 |
| Glenmede Trust Co NA | 2,623 | $332.4 萬 | 0.02% | +79+3.1% | 加碼 |
| Chesley Taft & Associates LLC | 2,624 | $332.5 萬 | 0.15% | −40−1.5% | 減碼 |
| Motley Fool Asset Management LLC | 2,676 | $339.1 萬 | 0.18% | +419+18.6% | 加碼 |
| Texas Yale Capital Corp. | 2,686 | $340.4 萬 | 0.14% | +10+0.4% | 加碼 |
| Pitcairn Co | 2,692 | $341.2 萬 | 0.20% | −59−2.1% | 減碼 |
| New Mexico Educational Retirement Board | 2,700 | $342.2 萬 | 0.11% | 00.0% | 不變 |
| Snider Financial Group | 2,724 | $345.2 萬 | 1.07% | +468+20.7% | 加碼 |
| PGGM Investments | 2,757 | $349.4 萬 | 0.05% | 00.0% | 不變 |
| Allen Operations LLC | 2,764 | $350.3 萬 | 0.56% | 00.0% | 不變 |
| Man Group plc | 2,788 | $353.3 萬 | 0.01% | −16−0.6% | 減碼 |
| Caption Management, LLC | 2,800 | $354.8 萬 | 0.15% | +2,800 | 新進 |
| Eos Management, L.P. | 2,807 | $355.7 萬 | 1.50% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 2,877 | $364.6 萬 | 0.05% | +311+12.1% | 加碼 |
| Kestra Advisory Services, LLC | 2,888 | $366.0 萬 | 0.02% | +502+21.0% | 加碼 |
| Maryland State Retirement & Pension System | 2,917 | $369.7 萬 | 0.08% | −194−6.2% | 減碼 |
| Great Lakes Advisors, LLC | 2,938 | $372.3 萬 | 0.03% | +9+0.3% | 加碼 |
| Norinchukin Bank, The | 2,940 | $372.6 萬 | 0.08% | +150+5.4% | 加碼 |
| Norden Group LLC | 2,956 | $374.6 萬 | 0.42% | +2,956 | 新進 |
| Bokf, NA | 2,979 | $376.0 萬 | 0.06% | −174−5.5% | 減碼 |
| Louisiana State Employees Retirement System | 3,000 | $380.2 萬 | 0.07% | −200−6.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 3,000 | $380.2 萬 | 0.72% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 3,002 | $380.4 萬 | 0.71% | +437+17.0% | 加碼 |
| Dorsey Wright & Associates | 3,021 | $382.8 萬 | 0.91% | −1,317−30.4% | 減碼 |
| Rockingstone Advisors LLC | 3,023 | $383.1 萬 | 1.69% | +28+0.9% | 加碼 |
| Securian Asset Management, Inc | 3,053 | $386.9 萬 | 0.11% | −40−1.3% | 減碼 |
| Cloverfields Capital Group, LP | 3,067 | $388.7 萬 | 1.25% | −206−6.3% | 減碼 |
| AIA Group Ltd | 3,193 | $404.6 萬 | 0.10% | 00.0% | 不變 |
| PEAK6 LLC | 3,265 | $413.7 萬 | 0.16% | +3,265 | 新進 |
| Frank, Rimerman Advisors LLC | 3,298 | $417.9 萬 | 0.30% | +14+0.4% | 加碼 |
| Teacher Retirement System of Texas | 3,310 | $419.5 萬 | 0.02% | +2,935+782.7% | 加碼 |
| Itau Unibanco Holding S.A. | 3,284 | $420.2 萬 | 0.13% | +1,553+89.7% | 加碼 |
| Catalyst Capital Advisors LLC | 3,381 | $428.5 萬 | 0.09% | −75−2.2% | 減碼 |
| GKV Capital Management Co., Inc. | 3,398 | $430.6 萬 | 1.76% | +3,398 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 3,417 | $433.0 萬 | 0.05% | −510−13.0% | 減碼 |
| Hartford Investment Management Co | 3,485 | $441.6 萬 | 0.14% | −47−1.3% | 減碼 |
| Sigma Investment Counselors Inc | 3,557 | $450.8 萬 | 0.26% | +34+1.0% | 加碼 |
| Alberta Investment Management Corp | 3,600 | $456.2 萬 | 0.03% | 00.0% | 不變 |
| Principal Securities, Inc. | 3,631 | $460.1 萬 | 0.10% | +294+8.8% | 加碼 |
| Chicago Partners Investment Group LLC | 3,590 | $460.4 萬 | 0.15% | −217−5.7% | 減碼 |
| Csenge Advisory Group | 3,685 | $467.0 萬 | 0.25% | −55−1.5% | 減碼 |