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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 46,875 | $6,484 萬 | 0.25% | −520−1.1% | 減碼 |
| Federated Hermes, Inc. | 46,833 | $6,478 萬 | 0.14% | +4,763+11.3% | 加碼 |
| Ci Investments Inc. | 45,973 | $6,359 萬 | 0.27% | −3,587−7.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 44,816 | $6,199 萬 | 0.11% | +44,816 | 新進 |
| New York State Teachers Retirement System | 44,582 | $6,167 萬 | 0.14% | −2,506−5.3% | 減碼 |
| Amundi | 44,371 | $6,050 萬 | 0.02% | +20,354+84.7% | 加碼 |
| Qube Research & Technologies Ltd | 42,412 | $5,867 萬 | 0.09% | −41,570−49.5% | 減碼 |
| Bank of Nova Scotia | 41,859 | $5,790 萬 | 0.13% | +27,360+188.7% | 加碼 |
| National Bank of Canada | 41,669 | $5,764 萬 | 0.07% | +12,695+43.8% | 加碼 |
| Crow's Nest Holdings LP | 40,500 | $5,602 萬 | 13.86% | −3,500−8.0% | 減碼 |
| Advent International Corp | 39,529 | $5,468 萬 | 1.73% | −6,395−13.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,871 | $5,377 萬 | 0.15% | +195+0.5% | 加碼 |
| Colony Group, LLC | 38,795 | $5,367 萬 | 0.13% | +7,452+23.8% | 加碼 |
| Capital International Inc | 38,555 | $5,333 萬 | 0.65% | −1,833−4.5% | 減碼 |
| Standard Life Aberdeen plc | 38,694 | $5,331 萬 | 0.10% | +19,561+102.2% | 加碼 |
| Meritage Group LP | 38,290 | $5,297 萬 | 1.46% | −56,188−59.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 38,089 | $5,269 萬 | 0.05% | −184−0.5% | 減碼 |
| Ossiam | 36,853 | $5,098 萬 | 0.71% | +35,815+3,450.4% | 加碼 |
| APG Asset Management N.V. | 39,003 | $4,995 萬 | 0.15% | −3,461−8.2% | 減碼 |
| KLP Kapitalforvaltning AS | 35,692 | $4,937 萬 | 0.24% | +700+2.0% | 加碼 |
| Korea Investment CORP | 34,959 | $4,836 萬 | 0.12% | −2,098−5.7% | 減碼 |
| Regions Financial Corp | 34,891 | $4,826 萬 | 0.36% | +846+2.5% | 加碼 |
| Cookson Peirce & Co Inc | 34,552 | $4,780 萬 | 2.40% | −652−1.9% | 減碼 |
| AQR Capital Management LLC | 34,015 | $4,705 萬 | 0.05% | −241−0.7% | 減碼 |
| Ampfield Management, L.P. | 33,965 | $4,698 萬 | 55.31% | −7,577−18.2% | 減碼 |
| Ensign Peak Advisors, Inc | 33,856 | $4,683 萬 | 0.09% | +589+1.8% | 加碼 |
| Linonia Partnership LP | 33,159 | $4,587 萬 | 1.80% | −15,000−31.1% | 減碼 |
| State of Wisconsin Investment Board | 32,902 | $4,551 萬 | 0.12% | +1,328+4.2% | 加碼 |
| Millennium Management LLC | 32,658 | $4,518 萬 | 0.04% | −955−2.8% | 減碼 |
| Royal London Asset Management Ltd | 30,994 | $4,287 萬 | 0.10% | +2,365+8.3% | 加碼 |
| Asset Management One Co.,Ltd. | 30,864 | $4,269 萬 | 0.15% | +2,228+7.8% | 加碼 |
| Chilton Capital Management LLC | 30,433 | $4,210 萬 | 1.82% | +768+2.6% | 加碼 |
| Storebrand Asset Management AS | 30,249 | $4,184 萬 | 0.14% | −757−2.4% | 減碼 |
| Prudential Financial Inc | 29,864 | $4,131 萬 | 0.06% | −46−0.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 29,472 | $4,077 萬 | 0.13% | −180−0.6% | 減碼 |
| Cercano Management LLC | 29,419 | $4,070 萬 | 1.20% | −1,370−4.4% | 減碼 |
| First Trust Advisors LP | 29,412 | $4,069 萬 | 0.04% | −3,068−9.4% | 減碼 |
| CBIZ Investment Advisory Services, LLC | 29,345 | $4,059 萬 | 1.99% | −249−0.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 29,322 | $4,018 萬 | 0.08% | −555−1.9% | 減碼 |
| J. Goldman & Co LP | 27,886 | $3,857 萬 | 1.37% | −121−0.4% | 減碼 |
| Natixis Advisors, L.P. | 27,855 | $3,853 萬 | 0.07% | +2,142+8.3% | 加碼 |
| Cypress Funds LLC | 27,799 | $3,845 萬 | 5.35% | +6,069+27.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,782 | $3,843 萬 | 0.08% | +2,726+10.9% | 加碼 |
| BRX Global LP | 27,149 | $3,755 萬 | 27.89% | 00.0% | 不變 |
| SEI Investments Co | 26,964 | $3,730 萬 | 0.05% | +1,694+6.7% | 加碼 |
| Pennant Investors, LP | 26,571 | $3,676 萬 | 11.06% | +7,200+37.2% | 加碼 |
| Pictet Asset Management Holding SA | 26,474 | $3,662 萬 | 0.04% | +900+3.5% | 加碼 |
| Mill Capital Management, LLC | 26,185 | $3,622 萬 | 2.90% | −34−0.1% | 減碼 |
| iA Global Asset Management Inc. | 26,175 | $3,621 萬 | 0.62% | +3,924+17.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 25,095 | $3,471 萬 | 0.09% | −308−1.2% | 減碼 |
| Treasurer of the State of North Carolina | 24,919 | $3,447 萬 | 0.14% | +976+4.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,280 | $3,359 萬 | 0.04% | +438+1.8% | 加碼 |
| East Coast Asset Management, LLC. | 23,677 | $3,275 萬 | 11.60% | −125−0.5% | 減碼 |
| Titan Global Capital Management USA LLC | 22,950 | $3,175 萬 | 6.54% | +176+0.8% | 加碼 |
| Capital International Sarl | 22,860 | $3,162 萬 | 0.72% | +3,437+17.7% | 加碼 |
| Baskin Financial Services Inc. | 22,638 | $3,132 萬 | 2.55% | +280+1.3% | 加碼 |
| LPL Financial LLC | 22,549 | $3,119 萬 | 0.01% | +1,054+4.9% | 加碼 |
| Public Employees Retirement System of Ohio | 22,392 | $3,097 萬 | 0.11% | −739−3.2% | 減碼 |
| TCW Group Inc | 21,950 | $3,036 萬 | 0.27% | +2,706+14.1% | 加碼 |
| Great West Life Assurance Co | 21,537 | $2,980 萬 | 0.05% | +167+0.8% | 加碼 |
| Anabranch Capital Management, LP | 21,419 | $2,963 萬 | 19.17% | −1,254−5.5% | 減碼 |
| Oakcliff Capital Partners, LP | 21,293 | $2,945 萬 | 15.52% | 00.0% | 不變 |
| Mn Services Vermogensbeheer B.V. | 20,500 | $2,836 萬 | 0.22% | −1,300−6.0% | 減碼 |
| Danske Bank A/S | 20,186 | $2,792 萬 | 0.09% | +19,025+1,638.7% | 加碼 |
| TD Asset Management Inc | 20,083 | $2,778 萬 | 0.03% | −39−0.2% | 減碼 |
| State of Tennessee, Treasury Department | 20,073 | $2,777 萬 | 0.11% | −3,387−14.4% | 減碼 |
| DnB Asset Management AS | 19,983 | $2,764 萬 | 0.13% | −4,640−18.8% | 減碼 |
| Oakmont Corp | 19,974 | $2,763 萬 | 5.45% | −112−0.6% | 減碼 |
| Freestone Grove Partners LP | 19,794 | $2,738 萬 | 0.28% | −15,955−44.6% | 減碼 |
| Toronto Dominion Bank | 19,702 | $2,725 萬 | 0.07% | −7,625−27.9% | 減碼 |
| Nomura Asset Management Co Ltd | 19,457 | $2,691 萬 | 0.08% | +1,346+7.4% | 加碼 |
| Gotham Asset Management, LLC | 19,169 | $2,652 萬 | 0.22% | +1,351+7.6% | 加碼 |
| Victory Capital Management Inc | 19,056 | $2,636 萬 | 0.03% | −443−2.3% | 減碼 |
| One Madison Group LLC | 19,000 | $2,628 萬 | 3.44% | +3,000+18.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 18,570 | $2,569 萬 | 0.12% | −1,866−9.1% | 減碼 |
| Howland Capital Management LLC | 18,449 | $2,552 萬 | 1.14% | +2,386+14.9% | 加碼 |
| Comerica Bank | 18,442 | $2,551 萬 | 0.11% | +595+3.3% | 加碼 |
| Mariner, LLC | 18,292 | $2,530 萬 | 0.04% | +2,553+16.2% | 加碼 |
| Nisa Investment Advisors, LLC | 17,549 | $2,428 萬 | 0.12% | +2,602+17.4% | 加碼 |
| Capital International Ltd | 17,461 | $2,415 萬 | 1.05% | +1,249+7.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 17,378 | $2,402 萬 | 0.14% | +1,342+8.4% | 加碼 |
| Archon Partners LLC | 17,300 | $2,393 萬 | 2.90% | 00.0% | 不變 |
| Nissay Asset Management Corp | 17,231 | $2,384 萬 | 0.15% | +2,385+16.1% | 加碼 |
| Zimmer Partners, LP | 16,530 | $2,287 萬 | 0.46% | −12,390−42.8% | 減碼 |
| Arizona State Retirement System | 16,502 | $2,283 萬 | 0.15% | +371+2.3% | 加碼 |
| Worldquant Millennium Advisors LLC | 15,811 | $2,187 萬 | 0.14% | −40,678−72.0% | 減碼 |
| Scopus Asset Management, L.P. | 15,750 | $2,179 萬 | 0.79% | +3,807+31.9% | 加碼 |
| GW&K Investment Management, LLC | 15,509 | $2,145 萬 | 0.20% | −3,495−18.4% | 減碼 |
| Maestria Partners LLC | 15,318 | $2,119 萬 | 8.95% | +15,318 | 新進 |
| MetLife Investment Management | 15,020 | $2,078 萬 | 0.11% | −319−2.1% | 減碼 |
| Rheos Capital Works Inc. | 15,000 | $2,075 萬 | 1.69% | +6,900+85.2% | 加碼 |
| HRT Financial LP | 14,832 | $2,052 萬 | 0.13% | +14,832 | 新進 |
| Goodnow Investment Group, LLC | 14,687 | $2,032 萬 | 2.19% | −1,720−10.5% | 減碼 |
| Janney Montgomery Scott LLC | 14,431 | $1,996 萬 | 0.06% | −1,821−11.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 14,147 | $1,977 萬 | 0.03% | −766−5.1% | 減碼 |
| HighTower Advisors, LLC | 14,152 | $1,958 萬 | 0.03% | −3,186−18.4% | 減碼 |
| Los Angeles Capital Management LLC | 13,980 | $1,934 萬 | 0.09% | −60.0% | 減碼 |
| Corebridge Financial, Inc. | 13,298 | $1,839 萬 | 0.11% | −561−4.0% | 減碼 |
| Pinnacle Financial Partners Inc | 13,258 | $1,831 萬 | 0.37% | +20+0.2% | 加碼 |
| Quantinno Capital Management LP | 13,168 | $1,822 萬 | 0.12% | +7,839+147.1% | 加碼 |