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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 700 | $96.8 萬 | 0.08% | +5+0.7% | 加碼 |
| Rational Advisors LLC | 700 | $96.8 萬 | 0.10% | +700 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 704 | $97.4 萬 | 0.01% | −27−3.7% | 減碼 |
| Leonteq Securities AG | 702 | $97.9 萬 | 0.07% | −34−4.6% | 減碼 |
| Voya Financial Advisors, Inc. | 713 | $98.2 萬 | 0.11% | −40−5.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 710 | $98.2 萬 | 0.39% | +29+4.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 711 | $98.4 萬 | 0.03% | −140−16.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 719 | $99.5 萬 | 0.01% | −111−13.4% | 減碼 |
| Circle Wealth Management, LLC | 719 | $99.5 萬 | 0.02% | 00.0% | 不變 |
| Elm3 Financial Group, LLC | 721 | $99.8 萬 | 0.88% | −63−8.0% | 減碼 |
| MorganRosel Wealth Management, LLC | 722 | $99.9 萬 | 0.30% | −65−8.3% | 減碼 |
| Numerai GP LLC | 734 | $101.5 萬 | 0.19% | −84−10.3% | 減碼 |
| Coldstream Capital Management Inc | 749 | $103.5 萬 | 0.02% | +63+9.2% | 加碼 |
| Savant Capital, LLC | 753 | $104.1 萬 | 0.01% | −120−13.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 759 | $105.0 萬 | 0.01% | −23−2.9% | 減碼 |
| Verus Capital Partners, LLC | 762 | $105.4 萬 | 0.11% | −95−11.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 765 | $105.8 萬 | 0.06% | −38−4.7% | 減碼 |
| Whittier Trust Co | 766 | $106.0 萬 | 0.01% | +115+17.7% | 加碼 |
| NEOS Investment Management LLC | 766 | $106.0 萬 | 0.02% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 767 | $106.0 萬 | 0.79% | −26−3.3% | 減碼 |
| Castleark Management LLC | 770 | $106.5 萬 | 0.04% | 00.0% | 不變 |
| Navalign, LLC | 778 | $107.6 萬 | 0.31% | +16+2.1% | 加碼 |
| Allred Capital Management, LLC | 781 | $108.0 萬 | 0.43% | −6−0.8% | 減碼 |
| Signature Estate & Investment Advisors LLC | 782 | $108.2 萬 | 0.03% | +116+17.4% | 加碼 |
| Radnor Capital Management, LLC | 795 | $110.0 萬 | 0.18% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 796 | $110.1 萬 | 0.03% | +796 | 新進 |
| SPX Equities Gestao de Recursos Ltda | 800 | $110.7 萬 | 0.14% | +800 | 新進 |
| Dynamic Advisor Solutions LLC | 804 | $111.3 萬 | 0.04% | +804 | 新進 |
| New England Research & Management, Inc. | 805 | $111.4 萬 | 0.57% | −402−33.3% | 減碼 |
| Horizon Investments, LLC | 807 | $111.6 萬 | 0.03% | +38+4.9% | 加碼 |
| Wedmont Private Capital | 853 | $112.0 萬 | 0.06% | +90+11.8% | 加碼 |
| CoreCap Advisors, LLC | 810 | $112.0 萬 | 0.05% | +115+16.5% | 加碼 |
| Merit Financial Group, LLC | 813 | $112.4 萬 | 0.02% | +230+39.5% | 加碼 |
| GWM Advisors LLC | 816 | $112.8 萬 | 0.01% | −673−45.2% | 減碼 |
| Apollon Wealth Management, LLC | 819 | $113.4 萬 | 0.02% | +125+18.0% | 加碼 |
| AdvisorNet Financial, Inc | 823 | $113.8 萬 | 0.08% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 824 | $114.0 萬 | 0.04% | +824 | 新進 |
| Commerzbank Aktiengesellschaft | 827 | $114.4 萬 | 0.03% | +143+20.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 833 | $115.2 萬 | 0.05% | +113+15.7% | 加碼 |
| Canada Post Corp Registered Pension Plan | 837 | $115.8 萬 | 0.51% | 00.0% | 不變 |
| SG Americas Securities, LLC | 840 | $116.2 萬 | 0.00% | −515−38.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 845 | $116.9 萬 | 0.05% | −38−4.3% | 減碼 |
| NVWM, LLC | 847 | $117.2 萬 | 0.31% | −1−0.1% | 減碼 |
| Sapient Capital LLC | 852 | $117.9 萬 | 0.02% | −11−1.3% | 減碼 |
| ING Groep NV | 861 | $119.1 萬 | 0.01% | −5,321−86.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 865 | $119.7 萬 | 0.03% | −119−12.1% | 減碼 |
| Benjamin Edwards Inc | 889 | $123.0 萬 | 0.02% | −181−16.9% | 減碼 |
| First Bank & Trust | 892 | $123.4 萬 | 0.24% | +1+0.1% | 加碼 |
| GAMMA Investing LLC | 897 | $124.1 萬 | 0.09% | +198+28.3% | 加碼 |
| Andra AP-fonden | 900 | $124.5 萬 | 0.02% | +900 | 新進 |
| YHB Investment Advisors, Inc. | 902 | $124.8 萬 | 0.10% | +4+0.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 905 | $125.2 萬 | 0.02% | −62−6.4% | 減碼 |
| Evercore Wealth Management, LLC | 906 | $125.3 萬 | 0.02% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 911 | $125.5 萬 | 0.13% | −8−0.9% | 減碼 |
| Miracle Mile Advisors, LLC | 915 | $126.6 萬 | 0.03% | +41+4.7% | 加碼 |
| Integrated Wealth Concepts LLC | 916 | $126.8 萬 | 0.01% | +259+39.4% | 加碼 |
| Huntington National Bank | 918 | $127.0 萬 | 0.01% | +24+2.7% | 加碼 |
| Skylands Capital, LLC | 925 | $128.0 萬 | 0.18% | −5−0.5% | 減碼 |
| Checchi Capital Advisers, LLC | 929 | $128.5 萬 | 0.09% | +17+1.9% | 加碼 |
| Parallel Advisors, LLC | 938 | $129.7 萬 | 0.03% | +76+8.8% | 加碼 |
| QRG Capital Management, Inc. | 938 | $129.8 萬 | 0.01% | +28+3.1% | 加碼 |
| Quadrant Capital Group LLC | 948 | $131.1 萬 | 0.05% | +608+178.8% | 加碼 |
| Cross Staff Investments Inc | 952 | $131.7 萬 | 0.99% | 00.0% | 不變 |
| Guggenheim Capital LLC | 965 | $133.5 萬 | 0.01% | −315−24.6% | 減碼 |
| Dark Forest Capital Management LP | 968 | $133.9 萬 | 0.06% | +376+63.5% | 加碼 |
| Balyasny Asset Management LLC | 974 | $134.7 萬 | 0.00% | +136+16.2% | 加碼 |
| Americana Partners, LLC | 974 | $134.7 萬 | 0.05% | +37+3.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 977 | $135.1 萬 | 0.01% | −7,565−88.6% | 減碼 |
| Avantax Advisory Services, Inc. | 980 | $135.5 萬 | 0.01% | +135+16.0% | 加碼 |
| CWM, LLC | 984 | $136.1 萬 | 0.01% | +106+12.1% | 加碼 |
| Montag A & Associates Inc | 993 | $137.4 萬 | 0.07% | −89−8.2% | 減碼 |
| MUFG Securities Americas Inc. | 993 | $137.4 萬 | 0.16% | +163+19.6% | 加碼 |
| Avestar Capital, LLC | 995 | $137.6 萬 | 0.13% | +203+25.6% | 加碼 |
| McHugh Group, LLC | 1,010 | $139.7 萬 | 1.06% | 00.0% | 不變 |
| NBT Bank N A | 1,035 | $143.2 萬 | 0.10% | −10−1.0% | 減碼 |
| Assenagon Asset Management S.A. | 1,035 | $143.2 萬 | 0.00% | +27+2.7% | 加碼 |
| CORDA Investment Management, LLC. | 1,041 | $144.0 萬 | 0.11% | +2+0.2% | 加碼 |
| Jones Financial Companies LLLP | 1,049 | $144.5 萬 | 0.00% | +138+15.1% | 加碼 |
| Hikari Tsushin, Inc. | 1,060 | $146.6 萬 | 0.10% | 00.0% | 不變 |
| Prudential PLC | 1,071 | $148.2 萬 | 0.01% | +221+26.0% | 加碼 |
| Brighton Jones LLC | 1,100 | $152.2 萬 | 0.05% | +50+4.8% | 加碼 |
| Vestcor Inc | 1,105 | $152.9 萬 | 0.05% | +87+8.5% | 加碼 |
| Gilbert & Cook, Inc. | 1,106 | $153.0 萬 | 0.22% | −5−0.5% | 減碼 |
| ZEGA Investments, LLC | 1,108 | $153.3 萬 | 0.45% | +344+45.0% | 加碼 |
| Haverford Trust Co | 1,123 | $155.3 萬 | 0.02% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 1,124 | $155.5 萬 | 0.47% | +1,124 | 新進 |
| WBI Investments | 1,134 | $156.9 萬 | 0.41% | +1,134 | 新進 |
| Cresset Asset Management, LLC | 1,136 | $157.1 萬 | 0.01% | −239−17.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,140 | $157.7 萬 | 0.05% | −1,208−51.4% | 減碼 |
| Wolverine Asset Management LLC | 1,141 | $157.8 萬 | 0.03% | −229−16.7% | 減碼 |
| Paragon Capital Management Inc | 1,144 | $158.2 萬 | 1.28% | −26−2.2% | 減碼 |
| Oak Thistle LLC | 1,144 | $158.2 萬 | 0.32% | +15+1.3% | 加碼 |
| VestGen Advisors, LLC | 1,152 | $159.4 萬 | 0.07% | +1,152 | 新進 |
| Meeder Advisory Services, Inc. | 1,159 | $160.4 萬 | 0.10% | +97+9.1% | 加碼 |
| Oddo BHF Asset Management SAS | 1,160 | $160.5 萬 | 0.07% | +554+91.4% | 加碼 |
| Plato Investment Management Ltd | 1,163 | $162.6 萬 | 0.14% | +3+0.3% | 加碼 |
| SRS Capital Advisors, Inc. | 1,178 | $162.9 萬 | 0.10% | −82−6.5% | 減碼 |
| Gateway Investment Advisers LLC | 1,185 | $163.9 萬 | 0.02% | +58+5.1% | 加碼 |
| Hills Bank & Trust Co | 1,190 | $164.6 萬 | 0.12% | −10−0.8% | 減碼 |
| PFG Advisors | 1,190 | $164.6 萬 | 0.09% | +436+57.8% | 加碼 |