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 |
|---|---|---|---|---|---|
| Gilder Gagnon Howe & Co LLC | 12,949 | $1,791 萬 | 0.23% | −507−3.8% | 減碼 |
| Czech National Bank | 12,881 | $1,782 萬 | 0.16% | +689+5.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,826 | $1,774 萬 | 0.10% | +870+7.3% | 加碼 |
| Broad Run Investment Management, LLC | 12,801 | $1,771 萬 | 2.96% | −993−7.2% | 減碼 |
| Waratah Capital Advisors Ltd. | 12,575 | $1,739 萬 | 1.19% | +12,575 | 新進 |
| Susquehanna International Group, LLP | 12,387 | $1,713 萬 | 0.03% | −10,599−46.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 12,201 | $1,688 萬 | 2.33% | −1,435−10.5% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 11,959 | $1,654 萬 | 0.10% | −173−1.4% | 減碼 |
| Pragma Gestao de Patrimonio Ltd | 11,500 | $1,591 萬 | 8.52% | −2,200−16.1% | 減碼 |
| PYA Waltman Capital, LLC | 11,387 | $1,575 萬 | 4.95% | −145−1.3% | 減碼 |
| Fifth Third Bancorp | 11,368 | $1,573 萬 | 0.06% | −31−0.3% | 減碼 |
| Jain Global LLC | 11,363 | $1,572 萬 | 0.32% | +11,363 | 新進 |
| Forsta Ap-Fonden | 11,300 | $1,563 萬 | 0.12% | −200−1.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,261 | $1,553 萬 | 0.06% | +462+4.3% | 加碼 |
| Amalgamated Bank | 11,157 | $1,543 萬 | 0.13% | +153+1.4% | 加碼 |
| Aviva PLC | 11,156 | $1,543 萬 | 0.04% | +1,620+17.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 11,120 | $1,538 萬 | 0.13% | −1,200−9.7% | 減碼 |
| Rockefeller Capital Management L.P. | 10,856 | $1,502 萬 | 0.04% | +404+3.9% | 加碼 |
| Teacher Retirement System of Texas | 10,828 | $1,498 萬 | 0.06% | +7,518+227.1% | 加碼 |
| Lynwood Price Capital Management LP | 10,800 | $1,494 萬 | 8.52% | +2,000+22.7% | 加碼 |
| British Columbia Investment Management Corp | 10,755 | $1,488 萬 | 0.09% | +12+0.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,548 | $1,459 萬 | 0.43% | −520−4.7% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 10,483 | $1,450 萬 | 14.01% | +834+8.6% | 加碼 |
| Pacer Advisors, Inc. | 10,370 | $1,434 萬 | 0.03% | +2,399+30.1% | 加碼 |
| Fairbanks Capital Management, Inc. | 10,128 | $1,401 萬 | 9.01% | −1,007−9.0% | 減碼 |
| Bluegrass Capital Partners LP | 10,000 | $1,383 萬 | 11.86% | −1,500−13.0% | 減碼 |
| Pittenger & Anderson Inc | 9,769 | $1,351 萬 | 0.50% | +337+3.6% | 加碼 |
| USS Investment Management Ltd | 9,643 | $1,333 萬 | 0.10% | 00.0% | 不變 |
| AMF Pensionsforsakring AB | 9,575 | $1,325 萬 | 0.10% | −5,357−35.9% | 減碼 |
| Creative Planning | 9,316 | $1,289 萬 | 0.01% | +190+2.1% | 加碼 |
| Nearwater Capital Markets, Ltd | 9,300 | $1,286 萬 | 0.37% | 00.0% | 不變 |
| Railway Pension Investments Ltd | 9,200 | $1,273 萬 | 0.18% | +300+3.4% | 加碼 |
| Utah Retirement Systems | 9,002 | $1,245 萬 | 0.14% | −16−0.2% | 減碼 |
| Stephens Inc | 8,991 | $1,244 萬 | 0.18% | +1,037+13.0% | 加碼 |
| Advisory Services Network, LLC | 8,985 | $1,243 萬 | 0.24% | +437+5.1% | 加碼 |
| Oak Ridge Investments LLC | 8,966 | $1,240 萬 | 1.03% | −2,749−23.5% | 減碼 |
| Asset Planning,Inc | 8,789 | $1,216 萬 | 9.54% | −150−1.7% | 減碼 |
| Coalescence Partners Investment Management, LP | 8,779 | $1,214 萬 | 4.13% | +2,637+42.9% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,653 | $1,197 萬 | 0.12% | +380+4.6% | 加碼 |
| Shell Asset Management Co | 8,634 | $1,194 萬 | 0.57% | −354−3.9% | 減碼 |
| AMS Capital Ltda | 8,612 | $1,191 萬 | 4.91% | +1,720+25.0% | 加碼 |
| Xponance, Inc. | 8,562 | $1,184 萬 | 0.11% | +180+2.1% | 加碼 |
| ProShare Advisors LLC | 8,544 | $1,182 萬 | 0.03% | +417+5.1% | 加碼 |
| CIBC Asset Management Inc | 8,461 | $1,170 萬 | 0.04% | −93−1.1% | 減碼 |
| Truist Financial Corp | 8,429 | $1,166 萬 | 0.02% | −1,479−14.9% | 減碼 |
| Rafferty Asset Management, LLC | 8,257 | $1,142 萬 | 0.05% | −2,009−19.6% | 減碼 |
| Partners Capital Investment Group, LLP | 8,241 | $1,140 萬 | 0.19% | +3,953+92.2% | 加碼 |
| Red Door Wealth Management, LLC | 8,228 | $1,138 萬 | 1.68% | +500+6.5% | 加碼 |
| Macquarie Group Ltd | 8,042 | $1,112 萬 | 0.01% | −26,621−76.8% | 減碼 |
| Daiwa Securities Group Inc. | 7,998 | $1,106 萬 | 0.05% | +529+7.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 7,918 | $1,095 萬 | 0.11% | 00.0% | 不變 |
| Smith, Salley & Associates | 7,881 | $1,090 萬 | 0.71% | +282+3.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 7,828 | $1,083 萬 | 0.07% | +7,828 | 新進 |
| Public Sector Pension Investment Board | 7,620 | $1,054 萬 | 0.05% | +541+7.6% | 加碼 |
| Gardner Lewis Asset Management L P | 7,614 | $1,053 萬 | 2.54% | −40−0.5% | 減碼 |
| Engineers Gate Manager LP | 7,591 | $1,050 萬 | 0.18% | −1,756−18.8% | 減碼 |
| Janus Henderson Group PLC | 7,587 | $1,046 萬 | 0.01% | +156+2.1% | 加碼 |
| DuPont Capital Management Corp | 7,551 | $1,045 萬 | 1.16% | −978−11.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,547 | $1,044 萬 | 0.04% | −8−0.1% | 減碼 |
| New York Life Investment Management LLC | 7,503 | $1,038 萬 | 0.11% | −48−0.6% | 減碼 |
| Man Group plc | 7,469 | $1,033 萬 | 0.03% | +4,681+167.9% | 加碼 |
| Delta Investment Management, LLC | 7,394 | $1,023 萬 | 2.06% | −16−0.2% | 減碼 |
| Q Global Advisors, LLC | 7,321 | $1,013 萬 | 8.24% | 00.0% | 不變 |
| Churchill Management Corp | 7,258 | $1,004 萬 | 0.13% | +1,592+28.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 7,247 | $1,002 萬 | 0.02% | −2,033−21.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,230 | $1,000 萬 | 0.09% | −607−7.7% | 減碼 |
| Yousif Capital Management, LLC | 7,185 | $993.9 萬 | 0.12% | −135−1.8% | 減碼 |
| Brasada Capital Management, LP | 7,918 | $975.2 萬 | 1.95% | +1,862+30.7% | 加碼 |
| Elevatus Welath Management | 7,047 | $974.8 萬 | 5.53% | +7,047 | 新進 |
| Pathstone Holdings, LLC | 6,967 | $963.7 萬 | 0.04% | +193+2.8% | 加碼 |
| Crystal Rock Capital Management | 6,920 | $957.2 萬 | 6.55% | 00.0% | 不變 |
| Ancora Advisors, LLC | 6,858 | $948.7 萬 | 0.21% | +34+0.5% | 加碼 |
| CIBC World Markets Corp | 6,772 | $936.8 萬 | 0.07% | −2,091−23.6% | 減碼 |
| Mediolanum International Funds Ltd | 6,662 | $917.5 萬 | 0.13% | +59+0.9% | 加碼 |
| Pennant Select, LLC | 6,600 | $913.0 萬 | 7.10% | 00.0% | 不變 |
| Cerity Partners LLC | 6,594 | $912.3 萬 | 0.02% | +522+8.6% | 加碼 |
| GF Fund Management Co. Ltd. | 6,587 | $911.2 萬 | 0.21% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 6,570 | $908.8 萬 | 0.10% | +155+2.4% | 加碼 |
| Wealthfront Advisers LLC | 6,531 | $903.4 萬 | 0.02% | +619+10.5% | 加碼 |
| Mutual of America Capital Management LLC | 6,514 | $901.1 萬 | 0.10% | −213−3.2% | 減碼 |
| Woodline Partners LP | 6,359 | $879.6 萬 | 0.06% | +4,100+181.5% | 加碼 |
| EP Wealth Advisors, LLC | 6,304 | $872.0 萬 | 0.07% | +8+0.1% | 加碼 |
| Pinnbrook Capital Management LP | 6,248 | $864.3 萬 | 5.58% | +6,248 | 新進 |
| Sequoia Financial Advisors, LLC | 6,086 | $841.9 萬 | 0.07% | −432−6.6% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 6,078 | $840.8 萬 | 0.14% | +6,078 | 新進 |
| Sanctuary Advisors, LLC | 6,067 | $839.2 萬 | 0.06% | −875−12.6% | 減碼 |
| Legal Advantage Investments, Inc. | 6,027 | $833.7 萬 | 4.50% | −20−0.3% | 減碼 |
| M&T Bank Corp | 5,958 | $824.2 萬 | 0.03% | −873−12.8% | 減碼 |
| Mackenzie Financial Corp | 5,894 | $815.3 萬 | 0.01% | −7,033−54.4% | 減碼 |
| Equitable Trust Co | 5,887 | $814.3 萬 | 0.45% | +450+8.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,866 | $811.4 萬 | 0.02% | +246+4.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,830 | $806.5 萬 | 0.11% | +1,585+37.3% | 加碼 |
| OP Asset Management Ltd | 5,815 | $804.4 萬 | 0.14% | +5,815 | 新進 |
| Vident Advisory, LLC | 5,795 | $801.7 萬 | 0.12% | +1,953+50.8% | 加碼 |
| Keybank National Association | 5,752 | $795.7 萬 | 0.03% | −110−1.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,712 | $790.1 萬 | 0.01% | +526+10.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,687 | $786.7 萬 | 0.09% | −1,300−18.6% | 減碼 |
| Sterling Capital Management LLC | 5,647 | $781.1 萬 | 0.12% | −2,309−29.0% | 減碼 |
| Cat Rock Capital Management LP | 5,636 | $779.6 萬 | 1.03% | +5,636 | 新進 |
| HB Wealth Management, LLC | 5,603 | $775.1 萬 | 0.07% | +4,872+666.5% | 加碼 |