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 2 季 13F 持有人
TransDigm Group INC 在 2025/6/30 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
- 1,111
- 較 2025 年第 1 季 +31 家
- 持有股數
- 5,433 萬
- 較 2025 年第 1 季 +100.1 萬 (+1.9%)
- 總市值
- $823.0 億
- 較 2025 年第 1 季 +$85.8 億 (+11.6%)
- 新進機構
- 123
- 另有 474 家加碼
- 清倉機構
- 92
- 另有 336 家減碼
另有 10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,693,889 | $101.8 億 | 0.16% | +333,965+5.3% | 加碼 |
| Capital International Investors | 6,234,443 | $94.8 億 | 1.63% | −23,387−0.4% | 減碼 |
| BlackRock, Inc. | 4,262,920 | $64.8 億 | 0.12% | +78,440+1.9% | 加碼 |
| Capital World Investors | 3,970,528 | $60.4 億 | 0.88% | +40,989+1.0% | 加碼 |
| State Street Corp | 2,343,288 | $35.6 億 | 0.13% | +56,141+2.5% | 加碼 |
| Principal Financial Group Inc | 2,012,060 | $30.6 億 | 1.62% | −89,016−4.2% | 減碼 |
| Capital Research Global Investors | 2,003,840 | $30.5 億 | 0.61% | +159,434+8.6% | 加碼 |
| JPMorgan Chase & Co | 1,995,769 | $30.3 億 | 0.21% | +6,110+0.3% | 加碼 |
| FMR LLC | 1,872,431 | $28.5 億 | 0.16% | −40,894−2.1% | 減碼 |
| Geode Capital Management, LLC | 1,214,396 | $18.4 億 | 0.13% | +17,946+1.5% | 加碼 |
| Altarock Partners LLC | 979,950 | $14.9 億 | 27.21% | 00.0% | 不變 |
| Morgan Stanley | 947,275 | $14.4 億 | 0.09% | −469,699−33.1% | 減碼 |
| Norges Bank | 838,486 | $12.8 億 | 0.16% | +65,894+8.5% | 加碼 |
| Price T Rowe Associates Inc | 719,688 | $10.9 億 | 0.12% | +302,834+72.6% | 加碼 |
| Windacre Partnership LLC | 712,700 | $10.8 億 | 14.85% | −9,300−1.3% | 減碼 |
| Edgewood Management LLC | 696,211 | $10.6 億 | 3.37% | +40,837+6.2% | 加碼 |
| Primecap Management Co | 557,923 | $8.48 億 | 0.67% | +45,079+8.8% | 加碼 |
| UBS Group AG | 556,399 | $8.46 億 | 0.18% | +205,990+58.8% | 加碼 |
| Stockbridge Partners LLC | 532,551 | $8.10 億 | 15.83% | −45,700−7.9% | 減碼 |
| Invesco Ltd. | 485,618 | $7.38 億 | 0.13% | +19,774+4.2% | 加碼 |
| Northern Trust Corp | 477,032 | $7.25 億 | 0.10% | +4,047+0.9% | 加碼 |
| Charles Schwab Investment Management Inc | 372,858 | $5.67 億 | 0.10% | +9,127+2.5% | 加碼 |
| Bank of America Corp | 359,563 | $5.47 億 | 0.04% | +6,947+2.0% | 加碼 |
| UBS Asset Management Americas Inc | 349,330 | $5.31 億 | 0.11% | −5,283−1.5% | 減碼 |
| Legal & General Group Plc | 300,452 | $4.57 億 | 0.11% | +1,961+0.7% | 加碼 |
| Goldman Sachs Group Inc | 298,456 | $4.54 億 | 0.07% | +24,532+9.0% | 加碼 |
| Bank of New York Mellon Corp | 293,238 | $4.46 億 | 0.08% | −15,376−5.0% | 減碼 |
| Westfield Capital Management Co LP | 290,013 | $4.41 億 | 1.85% | −26,149−8.3% | 減碼 |
| Nuveen, LLC | 275,867 | $4.19 億 | 0.12% | +154,383+127.1% | 加碼 |
| Vulcan Value Partners, LLC | 231,595 | $3.61 億 | 6.36% | −17,431−7.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 203,588 | $3.10 億 | 0.55% | −442−0.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 196,866 | $2.99 億 | 0.19% | +71,399+56.9% | 加碼 |
| Alkeon Capital Management LLC | 195,611 | $2.97 億 | 1.44% | −50,000−20.4% | 減碼 |
| Wells Fargo & Company | 183,723 | $2.79 億 | 0.06% | +4,905+2.7% | 加碼 |
| Franklin Resources Inc | 181,668 | $2.76 億 | 0.07% | +3,153+1.8% | 加碼 |
| Darsana Capital Partners LP | 175,000 | $2.66 億 | 7.60% | −25,000−12.5% | 減碼 |
| Blair William & Co | 172,953 | $2.63 億 | 0.73% | −2,268−1.3% | 減碼 |
| Canada Pension Plan Investment Board | 172,917 | $2.63 億 | 0.22% | −20,288−10.5% | 減碼 |
| Brown Advisory Inc | 170,502 | $2.59 億 | 0.34% | −4,973−2.8% | 減碼 |
| Swiss National Bank | 169,700 | $2.58 億 | 0.15% | +11,100+7.0% | 加碼 |
| DF Dent & Co Inc | 165,812 | $2.52 億 | 3.20% | −2,155−1.3% | 減碼 |
| Ameriprise Financial Inc | 165,187 | $2.51 億 | 0.06% | −18,192−9.9% | 減碼 |
| National Pension Service | 160,499 | $2.44 億 | 0.21% | +33,386+26.3% | 加碼 |
| Neuberger Berman Group LLC | 152,728 | $2.32 億 | 0.18% | +8,559+5.9% | 加碼 |
| Holocene Advisors, LP | 142,043 | $2.16 億 | 0.53% | +22,390+18.7% | 加碼 |
| Dimensional Fund Advisors LP | 139,886 | $2.13 億 | 0.05% | −2,958−2.1% | 減碼 |
| Heard Capital LLC | 134,327 | $2.04 億 | 10.67% | −17,225−11.4% | 減碼 |
| Deutsche Bank AG | 128,740 | $1.96 億 | 0.07% | −28,139−17.9% | 減碼 |
| Skye Global Management LP | 120,000 | $1.82 億 | 3.89% | +10,000+9.1% | 加碼 |
| Barclays PLC | 119,071 | $1.81 億 | 0.07% | +9,467+8.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 111,846 | $1.70 億 | 0.17% | +48,258+75.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 109,022 | $1.66 億 | 0.13% | +7,922+7.8% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 105,088 | $1.60 億 | 7.57% | −9,053−7.9% | 減碼 |
| Douglass Winthrop Advisors, LLC | 102,649 | $1.56 億 | 2.82% | +935+0.9% | 加碼 |
| Rhumbline Advisers | 101,819 | $1.55 億 | 0.13% | −380.0% | 減碼 |
| Citigroup Inc | 100,480 | $1.53 億 | 0.11% | +21,466+27.2% | 加碼 |
| US Bancorp | 99,355 | $1.51 億 | 0.19% | +93+0.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 97,571 | $1.48 億 | 0.12% | −6,494−6.2% | 減碼 |
| Royal Bank of Canada | 94,553 | $1.44 億 | 0.03% | −34,198−26.6% | 減碼 |
| California State Teachers Retirement System | 93,163 | $1.42 億 | 0.16% | +4,130+4.6% | 加碼 |
| HSBC Holdings PLC | 92,022 | $1.40 億 | 0.09% | −8,125−8.1% | 減碼 |
| California Public Employees Retirement System | 91,230 | $1.39 億 | 0.09% | +4,738+5.5% | 加碼 |
| Bristol John W & Co Inc | 90,498 | $1.38 億 | 2.23% | −438−0.5% | 減碼 |
| Atalan Capital Partners, LP | 90,000 | $1.37 億 | 10.51% | 00.0% | 不變 |
| Bamco Inc | 87,844 | $1.34 億 | 0.36% | −20,000−18.5% | 減碼 |
| Sands Capital Management, LLC | 86,900 | $1.32 億 | 0.38% | +1,014+1.2% | 加碼 |
| Intermede Investment Partners Ltd | 85,398 | $1.30 億 | 4.00% | −4,456−5.0% | 減碼 |
| Voya Investment Management LLC | 78,613 | $1.20 億 | 0.12% | −13,379−14.5% | 減碼 |
| Marshall Wace, LLP | 78,533 | $1.19 億 | 0.14% | −10,639−11.9% | 減碼 |
| Douglas Lane & Associates, LLC | 77,171 | $1.17 億 | 1.70% | −5,453−6.6% | 減碼 |
| State of Michigan Retirement System | 76,292 | $1.16 億 | 0.60% | +100+0.1% | 加碼 |
| Raymond James Financial Inc | 74,971 | $1.14 億 | 0.04% | +1,506+2.0% | 加碼 |
| Triple Frond Partners LLC | 73,794 | $1.12 億 | 12.69% | −18,350−19.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 72,961 | $1.11 億 | 0.07% | +1,560+2.2% | 加碼 |
| Envestnet Asset Management Inc | 72,112 | $1.10 億 | 0.03% | −1,497−2.0% | 減碼 |
| Russell Investments Group, Ltd. | 69,056 | $1.05 億 | 0.13% | +415+0.6% | 加碼 |
| CI Private Wealth, LLC | 68,729 | $1.05 億 | 0.15% | −1,610−2.3% | 減碼 |
| King Luther Capital Management Corp | 67,579 | $1.03 億 | 0.45% | +11,371+20.2% | 加碼 |
| Argent Capital Management LLC | 67,537 | $1.03 億 | 2.94% | +10,105+17.6% | 加碼 |
| Schroder Investment Management Group | 67,300 | $1.02 億 | 0.09% | +1,585+2.4% | 加碼 |
| New York State Common Retirement Fund | 67,172 | $1.02 億 | 0.14% | −100−0.1% | 減碼 |
| Federated Hermes, Inc. | 63,758 | $9,695 萬 | 0.18% | +16,925+36.1% | 加碼 |
| Hudson Way Capital Management LLC | 63,546 | $9,663 萬 | 8.73% | −5,231−7.6% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 61,872 | $9,409 萬 | 0.88% | +61,872 | 新進 |
| Bank of Montreal | 59,677 | $9,075 萬 | 0.05% | −16,478−21.6% | 減碼 |
| STRS Ohio | 59,489 | $9,046 萬 | 0.34% | +1,312+2.3% | 加碼 |
| American Century Companies Inc | 59,050 | $8,979 萬 | 0.05% | −746−1.2% | 減碼 |
| Alliancebernstein L.P. | 58,561 | $8,905 萬 | 0.03% | −322−0.5% | 減碼 |
| Lord, Abbett & Co. LLC | 58,286 | $8,863 萬 | 0.29% | +2,824+5.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 58,158 | $8,844 萬 | 0.77% | −1,244−2.1% | 減碼 |
| Natixis Advisors, L.P. | 55,984 | $8,513 萬 | 0.14% | +28,129+101.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 55,451 | $8,432 萬 | 0.15% | +860+1.6% | 加碼 |
| Danske Bank A/S | 54,999 | $8,363 萬 | 0.21% | +34,813+172.5% | 加碼 |
| Chicago Capital, LLC | 54,973 | $8,359 萬 | 2.06% | +3,028+5.8% | 加碼 |
| Stifel Financial Corp | 54,810 | $8,335 萬 | 0.08% | +3,263+6.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 51,394 | $7,815 萬 | 0.13% | +6,578+14.7% | 加碼 |
| Renaissance Technologies LLC | 50,500 | $7,679 萬 | 0.10% | −19,500−27.9% | 減碼 |
| Voloridge Investment Management, LLC | 50,161 | $7,628 萬 | 0.28% | −6,768−11.9% | 減碼 |
| Amundi | 49,617 | $7,500 萬 | 0.03% | +5,246+11.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,290 | $7,191 萬 | 0.18% | +8,419+21.7% | 加碼 |