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。
2025 年第 1 季 13F 持有人
TransDigm Group INC 在 2025/3/31 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
- 1,090
- 較 2024 年第 4 季 +53 家
- 持有股數
- 5,335 萬
- 較 2024 年第 4 季 +19.3 萬 (+0.4%)
- 總市值
- $737.4 億
- 較 2024 年第 4 季 +$64.9 億 (+9.6%)
- 新進機構
- 146
- 另有 401 家加碼
- 清倉機構
- 93
- 另有 373 家減碼
另有 11 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,359,924 | $88.0 億 | 0.16% | +89,121+1.4% | 加碼 |
| Capital International Investors | 6,257,830 | $86.6 億 | 1.70% | −3490.0% | 減碼 |
| BlackRock, Inc. | 4,184,480 | $57.9 億 | 0.12% | +98,620+2.4% | 加碼 |
| Capital World Investors | 3,929,539 | $54.4 億 | 0.88% | +137,612+3.6% | 加碼 |
| State Street Corp | 2,287,147 | $31.6 億 | 0.13% | −23,868−1.0% | 減碼 |
| Principal Financial Group Inc | 2,101,076 | $29.1 億 | 1.63% | −25,198−1.2% | 減碼 |
| JPMorgan Chase & Co | 1,989,659 | $27.5 億 | 0.21% | −214,990−9.8% | 減碼 |
| FMR LLC | 1,913,325 | $26.5 億 | 0.17% | −12,270−0.6% | 減碼 |
| Capital Research Global Investors | 1,844,406 | $25.5 億 | 0.55% | −66,722−3.5% | 減碼 |
| Morgan Stanley | 1,416,974 | $19.6 億 | 0.14% | −18,883−1.3% | 減碼 |
| Geode Capital Management, LLC | 1,196,450 | $16.5 億 | 0.13% | −96,832−7.5% | 減碼 |
| Altarock Partners LLC | 979,950 | $13.6 億 | 27.26% | −20,654−2.1% | 減碼 |
| Norges Bank | 772,592 | $10.7 億 | 0.15% | +4,527+0.6% | 加碼 |
| Windacre Partnership LLC | 722,000 | $9.99 億 | 14.97% | −31,997−4.2% | 減碼 |
| Edgewood Management LLC | 655,374 | $9.07 億 | 3.16% | +340,057+107.8% | 加碼 |
| Stockbridge Partners LLC | 578,251 | $8.00 億 | 17.70% | −90,034−13.5% | 減碼 |
| Primecap Management Co | 512,844 | $7.09 億 | 0.59% | −350−0.1% | 減碼 |
| Northern Trust Corp | 472,985 | $6.54 億 | 0.10% | −16,725−3.4% | 減碼 |
| Invesco Ltd. | 465,844 | $6.44 億 | 0.12% | −35,878−7.2% | 減碼 |
| Price T Rowe Associates Inc | 416,854 | $5.77 億 | 0.07% | −6,575−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 363,731 | $5.03 億 | 0.09% | +13,478+3.8% | 加碼 |
| UBS Asset Management Americas Inc | 354,613 | $4.91 億 | 0.13% | +12,842+3.8% | 加碼 |
| Bank of America Corp | 352,616 | $4.88 億 | 0.04% | +18,062+5.4% | 加碼 |
| UBS Group AG | 350,409 | $4.85 億 | 0.11% | +31,913+10.0% | 加碼 |
| Westfield Capital Management Co LP | 316,162 | $4.37 億 | 2.13% | −46,056−12.7% | 減碼 |
| Bank of New York Mellon Corp | 308,614 | $4.27 億 | 0.08% | +9,934+3.3% | 加碼 |
| Legal & General Group Plc | 298,491 | $4.13 億 | 0.11% | +4,746+1.6% | 加碼 |
| Goldman Sachs Group Inc | 273,924 | $3.79 億 | 0.07% | +67,347+32.6% | 加碼 |
| Vulcan Value Partners, LLC | 249,026 | $3.45 億 | 6.47% | +13,286+5.6% | 加碼 |
| Alkeon Capital Management LLC | 245,611 | $3.40 億 | 2.01% | −180−0.1% | 減碼 |
| Darsana Capital Partners LP | 200,000 | $2.77 億 | 8.04% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 193,205 | $2.67 億 | 0.26% | +40,480+26.5% | 加碼 |
| Ameriprise Financial Inc | 183,379 | $2.54 億 | 0.07% | −26,350−12.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 204,030 | $2.51 億 | 0.53% | +3,561+1.8% | 加碼 |
| Wells Fargo & Company | 178,818 | $2.47 億 | 0.06% | +9,649+5.7% | 加碼 |
| Franklin Resources Inc | 178,515 | $2.47 億 | 0.07% | +39,689+28.6% | 加碼 |
| Brown Advisory Inc | 175,475 | $2.43 億 | 0.35% | −14,841−7.8% | 減碼 |
| Blair William & Co | 175,221 | $2.42 億 | 0.73% | −3,122−1.8% | 減碼 |
| DF Dent & Co Inc | 167,967 | $2.32 億 | 3.10% | −7,243−4.1% | 減碼 |
| Swiss National Bank | 158,600 | $2.19 億 | 0.15% | +100+0.1% | 加碼 |
| Deutsche Bank AG | 156,879 | $2.17 億 | 0.09% | −36,163−18.7% | 減碼 |
| Heard Capital LLC | 151,552 | $2.10 億 | 12.45% | −16,869−10.0% | 減碼 |
| Neuberger Berman Group LLC | 144,169 | $1.99 億 | 0.17% | −7,076−4.7% | 減碼 |
| Dimensional Fund Advisors LP | 142,844 | $1.98 億 | 0.05% | −1,025−0.7% | 減碼 |
| Royal Bank of Canada | 128,751 | $1.78 億 | 0.04% | −31,742−19.8% | 減碼 |
| National Pension Service | 127,113 | $1.76 億 | 0.17% | +10,603+9.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 125,467 | $1.74 億 | 0.12% | +747+0.6% | 加碼 |
| Nuveen, LLC | 121,484 | $1.68 億 | 0.05% | +121,484 | 新進 |
| Holocene Advisors, LP | 119,653 | $1.66 億 | 0.49% | +64,406+116.6% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 114,141 | $1.58 億 | 12.49% | +114,141 | 新進 |
| Skye Global Management LP | 110,000 | $1.52 億 | 4.04% | +5,000+4.8% | 加碼 |
| Barclays PLC | 109,604 | $1.52 億 | 0.07% | −1,539−1.4% | 減碼 |
| Bamco Inc | 107,844 | $1.49 億 | 0.44% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 104,065 | $1.44 億 | 0.11% | +5,369+5.4% | 加碼 |
| Rhumbline Advisers | 101,857 | $1.41 億 | 0.13% | +2,539+2.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 101,714 | $1.41 億 | 2.68% | −555−0.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101,100 | $1.40 億 | 0.13% | +10,205+11.2% | 加碼 |
| HSBC Holdings PLC | 100,147 | $1.38 億 | 0.09% | +1,935+2.0% | 加碼 |
| US Bancorp | 99,262 | $1.37 億 | 0.18% | +1,525+1.6% | 加碼 |
| Triple Frond Partners LLC | 92,144 | $1.27 億 | 17.23% | +12,390+15.5% | 加碼 |
| Voya Investment Management LLC | 91,992 | $1.27 億 | 0.14% | −38,108−29.3% | 減碼 |
| Bristol John W & Co Inc | 90,936 | $1.26 億 | 2.15% | −1,882−2.0% | 減碼 |
| Atalan Capital Partners, LP | 90,000 | $1.24 億 | 11.83% | −13,000−12.6% | 減碼 |
| Intermede Investment Partners Ltd | 89,854 | $1.24 億 | 3.91% | −7,352−7.6% | 減碼 |
| Marshall Wace, LLP | 89,172 | $1.23 億 | 0.16% | −8,686−8.9% | 減碼 |
| California State Teachers Retirement System | 89,033 | $1.23 億 | 0.15% | −364−0.4% | 減碼 |
| EULAV Asset Management | 88,257 | $1.22 億 | 3.02% | −16,800−16.0% | 減碼 |
| California Public Employees Retirement System | 86,492 | $1.20 億 | 0.08% | −3,200−3.6% | 減碼 |
| Point72 Asset Management, L.P. | 86,382 | $1.19 億 | 0.34% | −46,144−34.8% | 減碼 |
| Sands Capital Management, LLC | 85,886 | $1.19 億 | 0.40% | −519−0.6% | 減碼 |
| Douglas Lane & Associates, LLC | 82,624 | $1.14 億 | 1.68% | +757+0.9% | 加碼 |
| Citigroup Inc | 79,014 | $1.09 億 | 0.08% | +20,370+34.7% | 加碼 |
| State of Michigan Retirement System | 76,192 | $1.05 億 | 0.61% | −100−0.1% | 減碼 |
| Bank of Montreal | 76,155 | $1.05 億 | 0.06% | +18,202+31.4% | 加碼 |
| Envestnet Asset Management Inc | 73,609 | $1.02 億 | 0.03% | −1,021−1.4% | 減碼 |
| Raymond James Financial Inc | 73,465 | $1.02 億 | 0.04% | −6,084−7.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 71,401 | $9,877 萬 | 0.05% | +3,842+5.7% | 加碼 |
| CI Private Wealth, LLC | 70,339 | $9,730 萬 | 0.16% | +26,884+61.9% | 加碼 |
| Renaissance Technologies LLC | 70,000 | $9,683 萬 | 0.15% | −3,700−5.0% | 減碼 |
| Hudson Way Capital Management LLC | 68,777 | $9,514 萬 | 9.43% | +12,312+21.8% | 加碼 |
| Russell Investments Group, Ltd. | 68,641 | $9,495 萬 | 0.13% | +1,778+2.7% | 加碼 |
| New York State Common Retirement Fund | 67,272 | $9,306 萬 | 0.14% | −3,087−4.4% | 減碼 |
| Schroder Investment Management Group | 65,715 | $9,090 萬 | 0.09% | +2,590+4.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 63,588 | $8,796 萬 | 0.10% | +52,767+487.6% | 加碼 |
| Employees Retirement System of Texas | 59,929 | $8,290 萬 | 0.75% | −600−1.0% | 減碼 |
| American Century Companies Inc | 59,796 | $8,272 萬 | 0.05% | −5,940−9.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 59,402 | $8,217 萬 | 0.80% | −2,469−4.0% | 減碼 |
| Alliancebernstein L.P. | 58,883 | $8,145 萬 | 0.03% | +218+0.4% | 加碼 |
| STRS Ohio | 58,177 | $8,048 萬 | 0.34% | +2,856+5.2% | 加碼 |
| Argent Capital Management LLC | 57,432 | $7,945 萬 | 2.43% | −976−1.7% | 減碼 |
| Voloridge Investment Management, LLC | 56,929 | $7,875 萬 | 0.29% | −3,128−5.2% | 減碼 |
| King Luther Capital Management Corp | 56,208 | $7,775 萬 | 0.36% | +11,759+26.5% | 加碼 |
| Lord, Abbett & Co. LLC | 55,462 | $7,672 萬 | 0.27% | −13,479−19.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 54,591 | $7,552 萬 | 0.15% | +300+0.6% | 加碼 |
| Chicago Capital, LLC | 51,945 | $7,186 萬 | 2.03% | +205+0.4% | 加碼 |
| Stifel Financial Corp | 51,547 | $7,131 萬 | 0.08% | −506−1.0% | 減碼 |
| Mar Vista Investment Partners LLC | 50,392 | $6,971 萬 | 5.73% | −8,627−14.6% | 減碼 |
| Artisan Partners Limited Partnership | 50,112 | $6,932 萬 | 0.11% | +45,714+1,039.4% | 加碼 |
| Fred Alger Management, LLC | 49,837 | $6,894 萬 | 0.39% | −58,954−54.2% | 減碼 |
| Massachusetts Financial Services Co | 48,367 | $6,691 萬 | 0.02% | −27,209−36.0% | 減碼 |