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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 季與 2025 年第 1 季比較

持有 TransDigm Group INC 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

TDG 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數1,090101,111+31
股數5,335 萬1.96 萬5,433 萬+100.1 萬 (+1.9%)
市值$737.4 億$2,710 萬$823.0 億+$85.8 億 (+11.6%)

10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（123 家）

2025 年第 2 季季末持有 TransDigm Group INC、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 123 家。

2025 年第 2 季新進 TDG 的機構
機構股數市值佔組合 %
Vaughan Nelson Investment Management, L.P.61,872$9,409 萬0.88%
Artemis Investment Management LLP42,903$6,524 萬0.84%
Praesidium Investment Management Company, LLC32,086$4,879 萬8.60%
Alyeska Investment Group, L.P.30,141$4,583 萬0.16%
Eisler Capital Management Ltd.19,330$2,949 萬1.01%
Soroban Capital Partners LP15,562$2,366 萬0.23%
Citadel Advisors LLC12,763$1,941 萬0.02%
Natixis10,226$1,555 萬0.08%
Calamos Advisors LLC6,800$1,034 萬0.04%
ASR Vermogensbeheer N.V.6,257$951.5 萬0.12%
Prospera Financial Services Inc5,007$761.5 萬0.14%
Wetherby Asset Management Inc4,389$667.4 萬0.30%
Mizuho Securities USA LLC3,883$590.5 萬0.13%
Verition Fund Management LLC3,714$564.8 萬0.03%
Threadgill Financial, LLC3,458$525.8 萬2.81%
Susquehanna Portfolio Strategies, LLC3,181$483.7 萬0.11%
Mirabella Financial Services LLP2,916$443.4 萬0.47%
Ilex Capital Partners (UK) LLP2,807$426.8 萬0.14%
Glenmede Investment Management, LP2,784$423.3 萬0.02%
Vanderbilt University2,334$354.9 萬0.67%
Gallo Partners, LP2,301$349.9 萬2.29%
Winton Group Ltd2,000$304.1 萬0.16%
Summit Trail Advisors, LLC1,781$270.8 萬0.05%
Capstone Investment Advisors, LLC1,750$266.1 萬0.02%
Groupe la Francaise1,643$249.7 萬0.04%
Element Squared LLC1,542$234.5 萬1.46%
MONECO Advisors, LLC1,368$208.0 萬0.19%
BNP Paribas1,265$190.7 萬0.06%
Vise Technologies, Inc.973$148.0 萬0.06%
RDA Financial Network969$147.3 萬0.40%
Shelton Wealth Management, LLC958$145.7 萬0.73%
Park Avenue Securities LLC904$137.5 萬0.01%
JSF Financial, LLC785$119.4 萬0.28%
Haven Capital Group, Inc.653$99.3 萬0.88%
Panagora Asset Management Inc640$97.3 萬0.00%
Bank Julius Baer & Co. Ltd, Zurich635$96.6 萬0.00%
Global Retirement Partners, LLC614$93.4 萬0.02%
Union Bancaire Privee, UBP SA771$91.4 萬0.02%
Strategic Wealth Partners, Ltd.575$87.4 萬0.07%
Catalytic Wealth RIA, LLC546$83.0 萬0.07%
Icon Wealth Advisors, LLC513$78.0 萬0.06%
Bryce Point Capital, LLC485$73.8 萬0.62%
Barr E S & Co445$67.7 萬0.04%
Morningstar Investment Management LLC435$66.1 萬0.06%
Drake & Associates, LLC389$59.2 萬0.14%
Hallmark Capital Management Inc367$55.8 萬0.04%
FORA Capital, LLC360$54.7 萬0.06%
RMB Capital Management, LLC345$52.5 萬0.01%
Capital Planning Advisors, LLC327$49.7 萬0.07%
Boreal Capital Management LLC0$48.4 萬0.40%
Quantbot Technologies LP306$46.5 萬0.01%
Gryphon Financial Partners LLC300$45.7 萬0.06%
MASTERINVEST Kapitalanlage GmbH292$44.4 萬0.05%
NWF Advisory Services Inc.258$39.2 萬0.05%
Parsonex Advisory Services, Inc.250$38.0 萬0.32%
MQS Management LLC248$37.7 萬0.21%
Journey Strategic Wealth LLC247$37.5 萬0.01%
Savvy Advisors, Inc.240$36.5 萬0.02%
IFG Advisory, LLC210$31.9 萬0.02%
Pembroke Management, LTD203$30.9 萬0.04%
Martingale Asset Management L P201$30.6 萬0.01%
Centiva Capital, LP201$30.6 萬0.02%
Purkiss Capital Advisors LLC199$30.2 萬0.17%
Turtle Creek Wealth Advisors, LLC194$29.5 萬0.03%
Evernest Financial Advisors, LLC174$26.5 萬0.09%
Leo Wealth, LLC172$26.2 萬0.02%
Chilton Investment Co LLC169$25.7 萬0.01%
MUFG Securities EMEA plc166$25.2 萬0.01%
TCG Advisory Services, LLC166$25.2 萬0.01%
Patton Fund Management, Inc.158$24.0 萬0.05%
West Family Investments, Inc.156$23.7 萬0.06%
RiverFront Investment Group, LLC154$23.4 萬0.00%
AE Wealth Management LLC154$23.4 萬0.00%
Astoria Portfolio Advisors LLC.145$23.2 萬0.07%
Flputnam Investment Management Co152$23.1 萬0.00%
Root Financial Partners, LLC150$22.8 萬0.02%
Tritonpoint Wealth, LLC150$22.8 萬0.02%
Fortune Financial Advisors, LLC149$22.7 萬0.18%
Cypress Capital Group144$21.9 萬0.03%
Flagship Harbor Advisors, LLC144$21.9 萬0.01%
Clifford Group, LLC142$21.6 萬0.18%
Hancock Whitney Corp140$21.3 萬0.00%
Walleye Trading LLC138$21.0 萬0.01%
TCI Wealth Advisors, Inc.137$20.8 萬0.01%
Consolidated Portfolio Review Corp137$20.8 萬0.03%
Armis Advisers, LLC135$20.8 萬0.02%
LVW Advisors, LLC136$20.7 萬0.02%
Moss Adams Wealth Advisors LLC136$20.7 萬0.02%
Empower Advisory Group, LLC135$20.5 萬0.00%
GTS Securities LLC132$20.1 萬0.01%
Barnes Dennig Private Wealth Management LLC89$13.5 萬0.16%
Quaker Wealth Management, LLC63$9.58 萬0.03%
Chung Wu Investment Group, LLC50$7.60 萬0.08%
Hilltop National Bank47$7.15 萬0.02%
Clear Street Markets LLC38$5.78 萬0.02%
Ameritas Advisory Services, LLC31$4.69 萬0.00%
Pension & Wealth Management Advisors, Inc.28$4.26 萬0.01%
Sound Income Strategies, LLC16$2.43 萬0.00%
GFG Capital, LLC15$2.28 萬0.01%
MTM Investment Management, LLC13$1.98 萬0.01%

清倉機構（92 家）

2025 年第 1 季季末持有 TransDigm Group INC、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 TDG 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Point72 Asset Management, L.P.86,382$1.19 億
Meritage Group LP38,290$5,297 萬
Cercano Management LLC29,419$4,070 萬
Freestone Grove Partners LP19,794$2,738 萬
Worldquant Millennium Advisors LLC15,811$2,187 萬
HRT Financial LP14,832$2,052 萬
Corebridge Financial, Inc.13,298$1,839 萬
Jain Global LLC11,363$1,572 萬
AMF Pensionsforsakring AB9,575$1,325 萬
Nearwater Capital Markets, Ltd9,300$1,286 萬
Engineers Gate Manager LP7,591$1,050 萬
Elevatus Welath Management7,047$974.8 萬
Pinnbrook Capital Management LP6,248$864.3 萬
Interval Partners, LP5,404$747.5 萬
Cutter & CO Brokerage, Inc.5,112$707.1 萬
XTX Topco Ltd3,579$495.1 萬
Norden Group LLC3,026$418.6 萬
Quantitative Investment Management, LLC2,775$383.8 萬
PGGM Investments2,757$381.4 萬
Quadrature Capital Ltd2,546$352.3 萬
Dakota Wealth Management2,210$305.7 萬
Allstate Corp2,112$292.2 萬
Nomura Holdings Inc1,769$244.7 萬
United Services Automobile Association1,293$178.1 萬
Deltec Asset Management LLC1,217$168.3 萬
Oak Thistle LLC1,144$158.2 萬
ZEGA Investments, LLC1,108$153.3 萬
Connor, Clark & Lunn Investment Management Ltd.977$135.1 萬
Dark Forest Capital Management LP968$133.9 萬
Evercore Wealth Management, LLC906$125.3 萬
Andra AP-fonden900$124.5 萬
ING Groep NV861$119.1 萬
Dynamic Advisor Solutions LLC804$111.3 萬
Integrated Investment Consultants, LLC609$84.2 萬
Am Investment Strategies LLC528$73.0 萬
Solidarilty Wealth, LLC527$72.9 萬
Simon Quick Advisors, LLC499$69.0 萬
Portland Investment Counsel Inc.496$68.6 萬
Point72 Asia (Singapore) Pte. Ltd.418$57.8 萬
Bank of Hawaii271$37.5 萬
Counterpoint Mutual Funds LLC250$34.6 萬
Axq Capital, LP215$29.7 萬
Dudley Capital Management, LLC213$29.5 萬
Keebeck Alpha, LP211$29.2 萬
FDx Advisors, Inc.210$29.0 萬
Jane Street Group, LLC209$28.9 萬
Bayforest Capital Ltd195$27.0 萬
Oversea-Chinese Banking CORP Ltd194$26.8 萬
Strive Asset Management, LLC180$24.9 萬
Pinebridge Investments, L.P.179$24.8 萬
Legacy Advisors, LLC177$24.5 萬
E&G Advisors, LP175$24.2 萬
Associated Banc-Corp175$24.2 萬
David Loasby177$23.0 萬
DRW Securities, LLC166$23.0 萬
Amussen Hunsaker Associates LLC156$21.6 萬
Stonebrook Private Inc.156$21.6 萬
Cornerstone Wealth Group, LLC153$21.2 萬
BLB&B Advisors, LLC150$20.7 萬
Evoke Wealth, LLC150$20.7 萬
Financial Harvest, LLC4,855$20.3 萬
Compass Wealth Management LLC105$14.6 萬
Paradigm Asset Management Co LLC100$13.8 萬
Trivant Custom Portfolio Group, LLC100$13.8 萬
Silicon Valley Capital Partners99$13.7 萬
Financial Life Planners80$11.1 萬
Caitong International Asset Management Co., Ltd61$8.44 萬
Wayfinding Financial, LLC54$7.50 萬
Riverview Trust Co51$7.05 萬
HWG Holdings LP50$6.92 萬
Anchor Investment Management, LLC44$6.09 萬
Saudi Central Bank22$3.04 萬
Global Financial Private Client, LLC17$2.35 萬
Washington Trust Co15$2.07 萬
Beacon Capital Management, LLC12$1.66 萬
Global Wealth Strategies & Associates11$1.52 萬
City Holding Co10$1.38 萬
American National Bank6$8,300
Carolinas Wealth Consulting LLC5$6,916
Continuum Advisory, LLC5$6,916
Reyes Financial Architecture, Inc.4$5,533
Hexagon Capital Partners LLC2$2,767
MPWM Advisory Solutions, LLC2$2,767
Winnow Wealth LLC2$1,974
Halbert Hargrove Global Advisors, LLC1$1,619
Laurel Wealth Advisors LLC1$1,384
American Capital Advisory, LLC1$1,384
HFM Investment Advisors, LLC1$1,384
Chesapeake Asset Management LLC1$1,383
Richardson Capital Management LLC1$1,383
GoalVest Advisory LLC1$1,383
Ruedi Wealth Management, Inc.1$1,383

尚未申報 2025 年第 2 季的機構（10 家）

2025 年第 1 季季末持有 TransDigm Group INC、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 TDG、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Rakuten Investment Management, Inc.5,131$706.6 萬
Mizuho Securities USA LLC4,491$621.2 萬
Glenmede Trust Co NA2,655$367.3 萬
CAPROCK Group, Inc.2,140$296.0 萬
Unigestion Holding SA1,645$227.6 萬
Credit Agricole S A1,485$205.4 萬
Orion Portfolio Solutions, LLC1,352$187.0 萬
Schechter Investment Advisors, LLC516$71.4 萬
Lindbrook Capital, LLC186$25.7 萬
Nova Wealth Management, Inc.11$1.52 萬