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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 1,199 | $165.9 萬 | 0.04% | −54−4.3% | 減碼 |
| Qtron Investments LLC | 1,201 | $166.1 萬 | 0.25% | −87−6.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,206 | $166.8 萬 | 0.02% | +48+4.1% | 加碼 |
| Deltec Asset Management LLC | 1,217 | $168.3 萬 | 0.36% | 00.0% | 不變 |
| Ascent Group, LLC | 1,249 | $172.8 萬 | 0.07% | +162+14.9% | 加碼 |
| Integrated Advisors Network LLC | 1,259 | $174.2 萬 | 0.09% | −14−1.1% | 減碼 |
| Cinctive Capital Management LP | 1,268 | $175.4 萬 | 0.14% | −6,061−82.7% | 減碼 |
| Valmark Advisers, Inc. | 1,275 | $176.4 萬 | 0.03% | +54+4.4% | 加碼 |
| United Services Automobile Association | 1,293 | $178.1 萬 | 0.05% | +1,293 | 新進 |
| Pier 88 Investment Partners LLC | 1,305 | $180.5 萬 | 0.35% | +980+301.5% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,317 | $182.2 萬 | 0.24% | −2−0.2% | 減碼 |
| Accretive Wealth Partners, LLC | 1,312 | $182.6 萬 | 0.65% | +20+1.5% | 加碼 |
| RSM US Wealth Management LLC | 1,327 | $183.6 萬 | 0.03% | +401+43.3% | 加碼 |
| United Capital Financial Advisers, LLC | 1,330 | $184.0 萬 | 0.02% | +97+7.9% | 加碼 |
| Brinker Capital Investments, LLC | 1,352 | $187.0 萬 | 0.02% | +238+21.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 1,352 | $187.0 萬 | 0.02% | +238+21.4% | 加碼 |
| Empowered Funds, LLC | 1,372 | $189.8 萬 | 0.03% | +65+5.0% | 加碼 |
| Goodman Advisory Group, LLC | 1,376 | $190.3 萬 | 0.58% | −264−16.1% | 減碼 |
| Blue Fin Capital, Inc. | 1,400 | $193.7 萬 | 0.38% | +20+1.4% | 加碼 |
| Glenview Trust Co | 1,425 | $197.1 萬 | 0.04% | +194+15.8% | 加碼 |
| Navellier & Associates Inc | 1,341 | $197.5 萬 | 0.27% | −932−41.0% | 減碼 |
| Steamboat Capital Partners, LLC | 1,429 | $197.7 萬 | 0.60% | −33−2.3% | 減碼 |
| Illinois Municipal Retirement Fund | 1,464 | $202.5 萬 | 0.03% | −559−27.6% | 減碼 |
| Western Financial Corp | 1,464 | $202.5 萬 | 1.18% | −37−2.5% | 減碼 |
| Alaethes Wealth LLC | 1,465 | $202.7 萬 | 0.74% | +44+3.1% | 加碼 |
| Credit Agricole S A | 1,485 | $205.4 萬 | 0.01% | −12,212−89.2% | 減碼 |
| Aubrey Capital Management Ltd | 1,500 | $207.5 萬 | 0.83% | +1,500 | 新進 |
| Guerra Pan Advisors, LLC | 1,522 | $210.5 萬 | 1.65% | +1+0.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,583 | $219.0 萬 | 0.16% | +1,583 | 新進 |
| Centaurus Financial, Inc. | 1,604 | $221.9 萬 | 0.13% | −75−4.5% | 減碼 |
| Greenleaf Trust | 1,605 | $222.0 萬 | 0.02% | +92+6.1% | 加碼 |
| Oppenheimer & Co Inc | 1,623 | $224.5 萬 | 0.03% | −307−15.9% | 減碼 |
| PEAK6 LLC | 1,631 | $225.6 萬 | 0.09% | −1,634−50.0% | 減碼 |
| Unigestion Holding SA | 1,645 | $227.6 萬 | 0.13% | +525+46.9% | 加碼 |
| Aurora Investment Managers, LLC. | 1,655 | $228.9 萬 | 1.54% | +11+0.7% | 加碼 |
| Roundview Capital LLC | 1,660 | $229.6 萬 | 0.17% | +145+9.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,693 | $234.2 萬 | 0.08% | +8+0.5% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $235.2 萬 | 0.07% | 00.0% | 不變 |
| Sit Investment Associates Inc | 1,710 | $236.5 萬 | 0.06% | 00.0% | 不變 |
| Nomura Holdings Inc | 1,769 | $244.7 萬 | 0.01% | −85−4.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,767 | $244.7 萬 | 0.03% | −380−17.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,783 | $246.6 萬 | 0.04% | −1−0.1% | 減碼 |
| Vinva Investment Management Ltd | 1,794 | $247.1 萬 | 0.10% | +202+12.7% | 加碼 |
| Diversify Wealth Management, LLC | 1,767 | $248.8 萬 | 0.18% | +1,767 | 新進 |
| Paragon Advisors, LLC | 1,800 | $249.0 萬 | 0.94% | +224+14.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,831 | $253.3 萬 | 0.01% | +306+20.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,858 | $257.0 萬 | 0.01% | −3,995−68.3% | 減碼 |
| SummitTX Capital, L.P. | 1,862 | $257.6 萬 | 0.11% | +1,862 | 新進 |
| Empirical Finance, LLC | 1,864 | $257.8 萬 | 0.16% | +34+1.9% | 加碼 |
| HCR Wealth Advisors | 1,869 | $258.5 萬 | 0.34% | −45−2.4% | 減碼 |
| Sumitomo Life Insurance Co | 1,921 | $265.7 萬 | 0.10% | −30−1.5% | 減碼 |
| We Are One Seven, LLC | 1,924 | $266.2 萬 | 0.10% | −45−2.3% | 減碼 |
| Lido Advisors, LLC | 1,926 | $266.5 萬 | 0.02% | +1,173+155.8% | 加碼 |
| Hixon Zuercher, LLC | 1,927 | $266.6 萬 | 0.94% | +63+3.4% | 加碼 |
| Cavalier Investments, LLC | 1,952 | $270.0 萬 | 0.92% | −2−0.1% | 減碼 |
| Commerce Bank | 1,953 | $270.2 萬 | 0.02% | +242+14.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,964 | $271.6 萬 | 0.01% | +648+49.2% | 加碼 |
| Omers Administration Corp | 1,994 | $275.8 萬 | 0.02% | −328−14.1% | 減碼 |
| Caxton Associates LLP | 1,998 | $276.4 萬 | 0.10% | +1,998 | 新進 |
| Cyndeo Wealth Partners, LLC | 1,999 | $276.6 萬 | 0.18% | −261−11.5% | 減碼 |
| Aspiriant, LLC | 2,020 | $279.4 萬 | 0.10% | +7+0.3% | 加碼 |
| Captrust Financial Advisors | 2,021 | $279.5 萬 | 0.01% | −199−9.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,033 | $281.2 萬 | 1.65% | −215−9.6% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 2,066 | $285.8 萬 | 0.25% | +44+2.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,068 | $286.1 萬 | 0.03% | −1,349−39.5% | 減碼 |
| Squarepoint Ops LLC | 2,084 | $288.3 萬 | 0.01% | −9,488−82.0% | 減碼 |
| WoodTrust Financial Corp | 2,100 | $290.5 萬 | 0.41% | −278−11.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,106 | $291.4 萬 | 0.01% | −206−8.9% | 減碼 |
| Allstate Corp | 2,112 | $292.2 萬 | 0.09% | +480+29.4% | 加碼 |
| Ieq Capital, LLC | 2,128 | $294.4 萬 | 0.02% | −131−5.8% | 減碼 |
| CAPROCK Group, Inc. | 2,140 | $296.0 萬 | 0.09% | −348−14.0% | 減碼 |
| Mainstay Capital Management LLC | 2,147 | $297.0 萬 | 0.41% | +2+0.1% | 加碼 |
| Sustainable Insight Capital Management, LLC | 2,163 | $299.2 萬 | 1.49% | −273−11.2% | 減碼 |
| Quest Investment Management LLC | 2,167 | $299.8 萬 | 0.37% | +959+79.4% | 加碼 |
| X-Square Capital, LLC | 2,179 | $301.4 萬 | 1.30% | +97+4.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,181 | $301.7 萬 | 0.18% | +93+4.5% | 加碼 |
| Dakota Wealth Management | 2,210 | $305.7 萬 | 0.07% | +2,210 | 新進 |
| Investment Management Corp of Ontario | 2,230 | $308.5 萬 | 0.06% | +2,230 | 新進 |
| Private Advisor Group, LLC | 2,251 | $311.4 萬 | 0.02% | +225+11.1% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 2,128 | $312.5 萬 | 0.17% | +2,128 | 新進 |
| Metis Global Partners, LLC | 2,260 | $312.6 萬 | 0.09% | +376+20.0% | 加碼 |
| Commonwealth Equity Services, LLC | 2,264 | $313.1 萬 | 0.00% | −3,514−60.8% | 減碼 |
| Wellington Management Group LLP | 2,324 | $321.5 萬 | 0.00% | −95−3.9% | 減碼 |
| Kestra Advisory Services, LLC | 2,337 | $323.3 萬 | 0.02% | −551−19.1% | 減碼 |
| Kornitzer Capital Management Inc | 2,346 | $324.5 萬 | 0.07% | 00.0% | 不變 |
| Toroso Investments, LLC | 2,352 | $325.3 萬 | 0.03% | −12,864−84.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 2,354 | $325.6 萬 | 0.22% | +2,354 | 新進 |
| Family Legacy, Inc. | 2,357 | $326.1 萬 | 1.12% | +104+4.6% | 加碼 |
| Mercer Global Advisors Inc | 2,395 | $331.3 萬 | 0.01% | +117+5.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,441 | $337.7 萬 | 0.05% | −436−15.2% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,478 | $342.8 萬 | 0.38% | 00.0% | 不變 |
| Miura Global Management, LLC | 2,500 | $345.8 萬 | 5.13% | +1,000+66.7% | 加碼 |
| Generali Asset Management SPA SGR | 2,504 | $346.4 萬 | 0.09% | +99+4.1% | 加碼 |
| Level Four Advisory Services, LLC | 2,510 | $347.3 萬 | 0.14% | +59+2.4% | 加碼 |
| Maryland State Retirement & Pension System | 2,545 | $352.0 萬 | 0.08% | −372−12.8% | 減碼 |
| Quadrature Capital Ltd | 2,546 | $352.3 萬 | 0.08% | −18,835−88.1% | 減碼 |
| Allianz SE | 2,594 | $358.8 萬 | 0.10% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 2,600 | $359.7 萬 | 1.24% | +69+2.7% | 加碼 |
| New Mexico Educational Retirement Board | 2,600 | $359.7 萬 | 0.13% | −100−3.7% | 減碼 |
| Motley Fool Asset Management LLC | 2,609 | $360.9 萬 | 0.20% | −67−2.5% | 減碼 |