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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 3,769 | $477.6 萬 | 0.30% | +222+6.3% | 加碼 |
| Wetherby Asset Management Inc | 3,784 | $479.5 萬 | 0.23% | −37−1.0% | 減碼 |
| Cornerstone Advisors, LLC | 3,800 | $481.6 萬 | 0.19% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 3,825 | $484.8 萬 | 0.07% | −55−1.4% | 減碼 |
| Vident Advisory, LLC | 3,842 | $487.0 萬 | 0.09% | +568+17.3% | 加碼 |
| Kentucky Retirement Systems | 3,856 | $488.7 萬 | 0.14% | −53−1.4% | 減碼 |
| Covenant Asset Management, LLC | 3,931 | $498.2 萬 | 1.11% | −182−4.4% | 減碼 |
| Atria Investments LLC | 3,938 | $499.1 萬 | 0.06% | −91−2.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 4,005 | $507.5 萬 | 0.09% | +1,172+41.4% | 加碼 |
| Diversified Trust Co | 4,017 | $509.1 萬 | 0.12% | +202+5.3% | 加碼 |
| Advisor Group Holdings, Inc. | 16,686 | $510.0 萬 | 0.01% | +13,677+454.5% | 加碼 |
| UniSuper Management Pty Ltd | 4,036 | $511.5 萬 | 0.04% | +1,061+35.7% | 加碼 |
| Candelo Capital Management LP | 4,067 | $515.4 萬 | 3.25% | +950+30.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 4,098 | $519.4 萬 | 0.05% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 4,155 | $526.5 萬 | 0.01% | −1,398−25.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,245 | $538.0 萬 | 0.09% | +1,511+55.3% | 加碼 |
| Advisors Asset Management, Inc. | 4,280 | $542.4 萬 | 0.10% | −228−5.1% | 減碼 |
| Partners Capital Investment Group, LLP | 4,288 | $543.4 萬 | 0.15% | −4,939−53.5% | 減碼 |
| TownSquare Capital, LLC | 4,361 | $552.7 萬 | 0.06% | +3,085+241.8% | 加碼 |
| IFM Investors Pty Ltd | 4,370 | $553.8 萬 | 0.06% | −1,206−21.6% | 減碼 |
| BNC Wealth Management, LLC | 4,373 | $554.2 萬 | 1.82% | +230+5.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 4,394 | $556.8 萬 | 0.05% | +858+24.3% | 加碼 |
| Artisan Partners Limited Partnership | 4,398 | $557.3 萬 | 0.01% | −52,723−92.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 4,431 | $561.5 萬 | 0.14% | −47−1.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,434 | $561.9 萬 | 0.02% | +365+9.0% | 加碼 |
| KP Management LLC | 4,500 | $570.3 萬 | 2.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 34,663 | $572.7 萬 | 0.01% | +30,487+730.1% | 加碼 |
| Ethic Inc. | 4,521 | $572.9 萬 | 0.12% | +604+15.4% | 加碼 |
| Symmetry Investments LP | 4,590 | $581.7 萬 | 0.35% | −2,374−34.1% | 減碼 |
| JustInvest LLC | 4,666 | $591.3 萬 | 0.09% | +60+1.3% | 加碼 |
| Kingsview Wealth Management, LLC | 4,766 | $604.0 萬 | 0.12% | +4+0.1% | 加碼 |
| Swiss Life Asset Management Ltd | 4,794 | $606.8 萬 | 0.04% | +2,457+105.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 4,815 | $610.2 萬 | 0.11% | +10+0.2% | 加碼 |
| CIBC World Markets Inc. | 4,829 | $612.0 萬 | 0.01% | −665−12.1% | 減碼 |
| TD Waterhouse Canada Inc. | 4,905 | $621.1 萬 | 0.05% | +154+3.2% | 加碼 |
| New Age Alpha Advisors, LLC | 4,926 | $624.3 萬 | 0.25% | +4,926 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 4,932 | $625.0 萬 | 0.01% | −288−5.5% | 減碼 |
| Riggs Asset Managment Co. Inc. | 4,885 | $625.2 萬 | 1.67% | −47−1.0% | 減碼 |
| Brown Brothers Harriman & Co | 4,963 | $629.0 萬 | 0.04% | +3,072+162.5% | 加碼 |
| Barbara Oil Co. | 5,065 | $641.9 萬 | 2.66% | −500−9.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,186 | $657.2 萬 | 0.01% | +471+10.0% | 加碼 |
| Scholtz & Company, LLC | 5,204 | $659.5 萬 | 3.15% | −1,866−26.4% | 減碼 |
| Baird Financial Group, Inc. | 5,221 | $661.6 萬 | 0.01% | +146+2.9% | 加碼 |
| Mizuho Securities USA LLC | 5,329 | $675.3 萬 | 0.12% | +1,691+46.5% | 加碼 |
| Quantinno Capital Management LP | 5,329 | $675.4 萬 | 0.07% | +584+12.3% | 加碼 |
| Aquatic Capital Management LLC | 5,433 | $688.5 萬 | 0.19% | +2,813+107.4% | 加碼 |
| Equitable Trust Co | 5,437 | $689.0 萬 | 0.38% | −79−1.4% | 減碼 |
| MML Investors Services, LLC | 5,521 | $699.7 萬 | 0.02% | +301+5.8% | 加碼 |
| Geneva Partners, LLC | 5,556 | $704.1 萬 | 2.86% | −181−3.2% | 減碼 |
| Spire Wealth Management | 5,575 | $706.5 萬 | 0.22% | +43+0.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,620 | $712.2 萬 | 0.02% | +1,568+38.7% | 加碼 |
| Churchill Management Corp | 5,666 | $718.0 萬 | 0.08% | −746−11.6% | 減碼 |
| Cetera Investment Advisers | 5,692 | $721.4 萬 | 0.02% | +849+17.5% | 加碼 |
| Kennedy Capital Management, Inc. | 5,729 | $726.0 萬 | 0.16% | −245−4.1% | 減碼 |
| Commonwealth Equity Services, LLC | 5,778 | $732.2 萬 | 0.01% | +3,673+174.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 5,853 | $741.8 萬 | 0.02% | +4,303+277.6% | 加碼 |
| Keybank National Association | 5,862 | $742.9 萬 | 0.03% | +92+1.6% | 加碼 |
| Wealthfront Advisers LLC | 5,912 | $749.2 萬 | 0.02% | +493+9.1% | 加碼 |
| Broadleaf Partners, LLC | 5,917 | $749.8 萬 | 1.75% | −65−1.1% | 減碼 |
| Legal Advantage Investments, Inc. | 6,047 | $766.3 萬 | 4.05% | −200−3.2% | 減碼 |
| Brasada Capital Management, LP | 6,056 | $774.2 萬 | 1.37% | −156−2.5% | 減碼 |
| Coalescence Partners Investment Management, LP | 6,142 | $778.4 萬 | 2.96% | +6,142 | 新進 |
| ING Groep NV | 6,182 | $783.4 萬 | 0.05% | −4,322−41.1% | 減碼 |
| Assetmark, Inc | 6,219 | $788.2 萬 | 0.02% | +25+0.4% | 加碼 |
| National Philanthropic Trust | 6,285 | $796.5 萬 | 0.11% | +2,503+66.2% | 加碼 |
| EP Wealth Advisors, LLC | 6,296 | $797.9 萬 | 0.07% | −20.0% | 減碼 |
| State of Alaska, Department of Revenue | 6,415 | $812.9 萬 | 0.09% | −110−1.7% | 減碼 |
| Cerity Partners LLC | 6,072 | $813.2 萬 | 0.02% | −1,197−16.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,518 | $826.0 萬 | 0.08% | +232+3.7% | 加碼 |
| GF Fund Management Co. Ltd. | 6,587 | $834.8 萬 | 0.18% | +6,587 | 新進 |
| Pennant Select, LLC | 6,600 | $836.4 萬 | 6.41% | −1,400−17.5% | 減碼 |
| Mediolanum International Funds Ltd | 6,603 | $843.0 萬 | 0.11% | +851+14.8% | 加碼 |
| Marex Group plc | 6,693 | $848.2 萬 | 0.14% | −27−0.4% | 減碼 |
| Mutual of America Capital Management LLC | 6,727 | $852.5 萬 | 0.09% | −174−2.5% | 減碼 |
| Pathstone Holdings, LLC | 6,774 | $858.5 萬 | 0.04% | −109−1.6% | 減碼 |
| Ancora Advisors, LLC | 6,824 | $864.8 萬 | 0.19% | +655+10.6% | 加碼 |
| M&T Bank Corp | 6,831 | $865.7 萬 | 0.03% | −439−6.0% | 減碼 |
| AMS Capital Ltda | 6,892 | $873.4 萬 | 4.39% | +3,409+97.9% | 加碼 |
| Crystal Rock Capital Management | 6,920 | $877.0 萬 | 5.38% | −1,380−16.6% | 減碼 |
| Nicholas Investment Partners, LP | 6,936 | $879.0 萬 | 0.77% | −284−3.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,987 | $885.4 萬 | 0.09% | −2,000−22.3% | 減碼 |
| MUFG Securities EMEA plc | 6,999 | $887.1 萬 | 0.17% | −10.0% | 減碼 |
| Public Sector Pension Investment Board | 7,079 | $897.1 萬 | 0.04% | +4,626+188.6% | 加碼 |
| Dilation Capital Management LP | 7,145 | $905.5 萬 | 8.35% | +7,145 | 新進 |
| Yousif Capital Management, LLC | 7,320 | $927.6 萬 | 0.10% | −392−5.1% | 減碼 |
| Q Global Advisors, LLC | 7,321 | $927.8 萬 | 9.56% | +7,321 | 新進 |
| Cinctive Capital Management LP | 7,329 | $928.8 萬 | 0.50% | +7,329 | 新進 |
| Delta Investment Management, LLC | 7,410 | $939.0 萬 | 1.83% | −186−2.4% | 減碼 |
| Janus Henderson Group PLC | 7,431 | $941.3 萬 | 0.00% | +229+3.2% | 加碼 |
| Daiwa Securities Group Inc. | 7,469 | $946.5 萬 | 0.04% | +531+7.7% | 加碼 |
| Sanctuary Advisors, LLC | 6,942 | $947.5 萬 | 0.06% | +82+1.2% | 加碼 |
| New York Life Investment Management LLC | 7,551 | $956.9 萬 | 0.09% | +74+1.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,555 | $957.4 萬 | 0.04% | −202−2.6% | 減碼 |
| Smith, Salley & Associates | 7,599 | $963.0 萬 | 0.62% | +283+3.9% | 加碼 |
| Gardner Lewis Asset Management L P | 7,654 | $970.0 萬 | 2.46% | −37−0.5% | 減碼 |
| Red Door Wealth Management, LLC | 7,728 | $979.4 萬 | 1.50% | +325+4.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 7,837 | $993.1 萬 | 0.09% | +251+3.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 7,918 | $1,003 萬 | 0.10% | +7,918 | 新進 |
| Stephens Inc | 7,954 | $1,008 萬 | 0.14% | −84−1.0% | 減碼 |
| Sterling Capital Management LLC | 7,956 | $1,008 萬 | 0.14% | +351+4.6% | 加碼 |