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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 5,579 | $771.7 萬 | 0.25% | +4+0.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 5,558 | $768.8 萬 | 0.06% | +1,164+26.5% | 加碼 |
| Geneva Partners, LLC | 5,490 | $759.5 萬 | 3.92% | −66−1.2% | 減碼 |
| JustInvest LLC | 5,421 | $749.8 萬 | 0.11% | +755+16.2% | 加碼 |
| Interval Partners, LP | 5,404 | $747.5 萬 | 0.26% | +5,404 | 新進 |
| Swiss Life Asset Management Ltd | 5,316 | $735.4 萬 | 0.05% | +522+10.9% | 加碼 |
| Tudor Investment Corp Et Al | 5,306 | $734.0 萬 | 0.07% | +5,306 | 新進 |
| Kennedy Capital Management, Inc. | 5,164 | $714.3 萬 | 0.17% | −565−9.9% | 減碼 |
| Edgestream Partners, L.P. | 5,136 | $710.5 萬 | 0.24% | +4,708+1,100.0% | 加碼 |
| Cutter & CO Brokerage, Inc. | 5,112 | $707.1 萬 | 1.67% | +5,112 | 新進 |
| Rakuten Investment Management, Inc. | 5,131 | $706.6 萬 | 0.03% | +5,131 | 新進 |
| Scholtz & Company, LLC | 5,070 | $701.3 萬 | 3.47% | −134−2.6% | 減碼 |
| Baird Financial Group, Inc. | 5,065 | $700.6 萬 | 0.01% | −156−3.0% | 減碼 |
| Barbara Oil Co. | 5,065 | $700.6 萬 | 2.85% | 00.0% | 不變 |
| TownSquare Capital, LLC | 4,993 | $690.7 萬 | 0.07% | +632+14.5% | 加碼 |
| Brown Brothers Harriman & Co | 4,983 | $689.3 萬 | 0.05% | +20+0.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,977 | $688.6 萬 | 0.01% | +45+0.9% | 加碼 |
| Phoenix Holdings Ltd. | 4,916 | $680.1 萬 | 0.10% | +4,916 | 新進 |
| Riggs Asset Managment Co. Inc. | 4,866 | $673.1 萬 | 1.92% | −19−0.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 4,825 | $667.4 萬 | 0.13% | +10+0.2% | 加碼 |
| Ethic Inc. | 4,769 | $666.5 萬 | 0.14% | +248+5.5% | 加碼 |
| Bain Capital Public Equity, LP | 4,770 | $659.8 萬 | 7.26% | +4,770 | 新進 |
| Symmetry Investments LP | 4,716 | $652.4 萬 | 0.59% | +126+2.7% | 加碼 |
| Cetera Investment Advisers | 4,695 | $649.5 萬 | 0.01% | −997−17.5% | 減碼 |
| Kingsview Wealth Management, LLC | 4,685 | $648.0 萬 | 0.12% | −81−1.7% | 減碼 |
| IFM Investors Pty Ltd | 4,519 | $625.1 萬 | 0.07% | +149+3.4% | 加碼 |
| KP Management LLC | 4,500 | $622.5 萬 | 2.39% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 4,491 | $621.2 萬 | 0.13% | −838−15.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 4,354 | $602.3 萬 | 0.48% | +1,056+32.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 4,344 | $600.9 萬 | 0.05% | +246+6.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,318 | $597.2 萬 | 0.07% | +493+12.9% | 加碼 |
| Dilation Capital Management LP | 4,315 | $596.9 萬 | 7.25% | −2,830−39.6% | 減碼 |
| Eos Management, L.P. | 4,309 | $596.1 萬 | 2.67% | +1,502+53.5% | 加碼 |
| Advisors Asset Management, Inc. | 4,277 | $591.6 萬 | 0.11% | −3−0.1% | 減碼 |
| Advisor Group Holdings, Inc. | 4,216 | $585.0 萬 | 0.01% | −12,470−74.7% | 減碼 |
| UniSuper Management Pty Ltd | 4,088 | $565.5 萬 | 0.04% | +52+1.3% | 加碼 |
| Nicholas Investment Partners, LP | 4,068 | $562.7 萬 | 0.58% | −2,868−41.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,946 | $545.9 萬 | 0.02% | −488−11.0% | 減碼 |
| Covenant Asset Management, LLC | 3,908 | $540.6 萬 | 1.36% | −23−0.6% | 減碼 |
| Univest Financial Corp | 3,881 | $536.9 萬 | 0.35% | +112+3.0% | 加碼 |
| Cornerstone Advisors, LLC | 3,800 | $525.7 萬 | 0.23% | 00.0% | 不變 |
| Atria Investments LLC | 3,797 | $525.2 萬 | 0.07% | −141−3.6% | 減碼 |
| National Philanthropic Trust | 3,782 | $523.2 萬 | 0.08% | −2,503−39.8% | 減碼 |
| Great Lakes Advisors, LLC | 3,768 | $521.2 萬 | 0.05% | +830+28.3% | 加碼 |
| Assetmark, Inc | 3,761 | $520.3 萬 | 0.01% | −2,458−39.5% | 減碼 |
| Thrivent Financial for Lutherans | 3,722 | $514.9 萬 | 0.01% | −433−10.4% | 減碼 |
| Kentucky Retirement Systems | 3,717 | $514.2 萬 | 0.16% | −139−3.6% | 減碼 |
| Chicago Partners Investment Group LLC | 3,636 | $502.8 萬 | 0.17% | +46+1.3% | 加碼 |
| Allianz Asset Management GmbH | 3,619 | $500.6 萬 | 0.01% | +3,178+720.6% | 加碼 |
| CIBC World Markets Inc. | 3,615 | $500.1 萬 | 0.01% | −1,214−25.1% | 減碼 |
| Alberta Investment Management Corp | 3,600 | $498.0 萬 | 0.03% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,590 | $496.6 萬 | 0.08% | +1,425+65.8% | 加碼 |
| XTX Topco Ltd | 3,579 | $495.1 萬 | 0.25% | +3,125+688.3% | 加碼 |
| Diversified Trust Co | 3,548 | $490.8 萬 | 0.12% | −469−11.7% | 減碼 |
| Sigma Investment Counselors Inc | 3,436 | $475.3 萬 | 0.29% | −121−3.4% | 減碼 |
| Hartford Investment Management Co | 3,424 | $473.6 萬 | 0.16% | −61−1.8% | 減碼 |
| Whitford Management LLC | 3,355 | $464.1 萬 | 5.94% | −10,976−76.6% | 減碼 |
| Principal Securities, Inc. | 3,637 | $460.9 萬 | 0.10% | +6+0.2% | 加碼 |
| Norinchukin Bank, The | 3,311 | $458.0 萬 | 0.08% | +371+12.6% | 加碼 |
| Dorsey Wright & Associates | 3,290 | $455.1 萬 | 1.16% | +269+8.9% | 加碼 |
| GKV Capital Management Co., Inc. | 3,283 | $454.1 萬 | 2.26% | −115−3.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 3,259 | $450.8 萬 | 0.16% | −1,172−26.5% | 減碼 |
| AIA Group Ltd | 3,193 | $441.7 萬 | 0.11% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 3,172 | $438.8 萬 | 0.90% | +172+5.7% | 加碼 |
| Catalyst Capital Advisors LLC | 3,121 | $431.7 萬 | 0.09% | −260−7.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,095 | $428.1 萬 | 0.08% | +511+19.8% | 加碼 |
| Broadleaf Partners, LLC | 3,053 | $422.3 萬 | 1.11% | −2,864−48.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 3,038 | $420.2 萬 | 0.07% | −967−24.1% | 減碼 |
| Duncker Streett & Co Inc | 3,036 | $420.0 萬 | 0.83% | +34+1.1% | 加碼 |
| Norden Group LLC | 3,026 | $418.6 萬 | 0.48% | +70+2.4% | 加碼 |
| Rockingstone Advisors LLC | 3,018 | $417.5 萬 | 1.88% | −5−0.2% | 減碼 |
| Louisiana State Employees Retirement System | 3,000 | $415.0 萬 | 0.08% | 00.0% | 不變 |
| Securian Asset Management, Inc | 2,977 | $411.8 萬 | 0.13% | −76−2.5% | 減碼 |
| Bokf, NA | 2,972 | $411.1 萬 | 0.07% | −7−0.2% | 減碼 |
| Cloverfields Capital Group, LP | 2,952 | $408.4 萬 | 1.35% | −115−3.7% | 減碼 |
| MML Investors Services, LLC | 2,931 | $405.4 萬 | 0.01% | −2,590−46.9% | 減碼 |
| Jefferies Financial Group Inc. | 2,866 | $396.5 萬 | 0.07% | +1,444+101.5% | 加碼 |
| Pitcairn Co | 2,853 | $394.7 萬 | 0.24% | +161+6.0% | 加碼 |
| Csenge Advisory Group | 2,940 | $393.3 萬 | 0.22% | −745−20.2% | 減碼 |
| Quantitative Investment Management, LLC | 2,775 | $383.8 萬 | 0.35% | +2,775 | 新進 |
| Allen Operations LLC | 2,764 | $382.3 萬 | 0.63% | 00.0% | 不變 |
| PGGM Investments | 2,757 | $381.4 萬 | 0.05% | 00.0% | 不變 |
| Snider Financial Group | 2,748 | $380.1 萬 | 1.24% | +24+0.9% | 加碼 |
| Banco Santander, S.A. | 2,725 | $376.9 萬 | 0.04% | +1,054+63.1% | 加碼 |
| Marks Group Wealth Management, Inc | 2,698 | $373.2 萬 | 0.36% | +92+3.5% | 加碼 |
| Intech Investment Management LLC | 2,696 | $372.9 萬 | 0.04% | −9,035−77.0% | 減碼 |
| Texas Yale Capital Corp. | 2,686 | $371.6 萬 | 0.15% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 2,676 | $370.2 萬 | 0.18% | +52+2.0% | 加碼 |
| Bessemer Group Inc | 2,658 | $367.6 萬 | 0.01% | +521+24.4% | 加碼 |
| Glenmede Trust Co NA | 2,655 | $367.3 萬 | 0.02% | +32+1.2% | 加碼 |
| Motley Fool Asset Management LLC | 2,609 | $360.9 萬 | 0.20% | −67−2.5% | 減碼 |
| New Mexico Educational Retirement Board | 2,600 | $359.7 萬 | 0.13% | −100−3.7% | 減碼 |
| Mezzasalma Advisors, LLC | 2,600 | $359.7 萬 | 1.24% | +69+2.7% | 加碼 |
| Allianz SE | 2,594 | $358.8 萬 | 0.10% | 00.0% | 不變 |
| Quadrature Capital Ltd | 2,546 | $352.3 萬 | 0.08% | −18,835−88.1% | 減碼 |
| Maryland State Retirement & Pension System | 2,545 | $352.0 萬 | 0.08% | −372−12.8% | 減碼 |
| Level Four Advisory Services, LLC | 2,510 | $347.3 萬 | 0.14% | +59+2.4% | 加碼 |
| Generali Asset Management SPA SGR | 2,504 | $346.4 萬 | 0.09% | +99+4.1% | 加碼 |
| Miura Global Management, LLC | 2,500 | $345.8 萬 | 5.13% | +1,000+66.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,478 | $342.8 萬 | 0.38% | 00.0% | 不變 |