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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 613 | $93.2 萬 | 0.09% | +197+47.4% | 加碼 |
| Global Retirement Partners, LLC | 614 | $93.4 萬 | 0.02% | +614 | 新進 |
| Triasima Portfolio Management inc. | 625 | $95.0 萬 | 0.17% | +69+12.4% | 加碼 |
| Resources Management Corp | 630 | $95.8 萬 | 0.13% | +7+1.1% | 加碼 |
| Asset Dedication, LLC | 630 | $95.8 萬 | 0.07% | +25+4.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 635 | $96.6 萬 | 0.00% | +635 | 新進 |
| Ostrum Asset Management | 636 | $96.7 萬 | 0.05% | −17−2.6% | 減碼 |
| Panagora Asset Management Inc | 640 | $97.3 萬 | 0.00% | +640 | 新進 |
| MAI Capital Management | 647 | $98.3 萬 | 0.01% | +71+12.3% | 加碼 |
| Integrated Wealth Concepts LLC | 648 | $98.5 萬 | 0.01% | −268−29.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 652 | $99.1 萬 | 0.08% | +23+3.7% | 加碼 |
| First Business Financial Services, Inc. | 652 | $99.1 萬 | 0.09% | 00.0% | 不變 |
| Haven Capital Group, Inc. | 653 | $99.3 萬 | 0.88% | +653 | 新進 |
| Proficio Capital Partners LLC | 654 | $99.5 萬 | 0.06% | +66+11.2% | 加碼 |
| Bennett Selby Investments LP | 656 | $99.8 萬 | 0.36% | +16+2.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 659 | $100.2 萬 | 0.11% | −1−0.2% | 減碼 |
| Montag A & Associates Inc | 663 | $100.8 萬 | 0.05% | −330−33.2% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 668 | $101.6 萬 | 0.02% | −8−1.2% | 減碼 |
| Voya Financial Advisors, Inc. | 678 | $101.6 萬 | 0.10% | −35−4.9% | 減碼 |
| Verdence Capital Advisors LLC | 673 | $102.3 萬 | 0.07% | +49+7.9% | 加碼 |
| Canopy Partners, LLC | 675 | $102.6 萬 | 0.38% | +1+0.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 676 | $102.8 萬 | 0.37% | −34−4.8% | 減碼 |
| NorthRock Partners, LLC | 682 | $103.7 萬 | 0.03% | +17+2.6% | 加碼 |
| Circle Wealth Management, LLC | 687 | $104.5 萬 | 0.02% | −32−4.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 697 | $106.0 萬 | 0.03% | −443−38.9% | 減碼 |
| Elm3 Financial Group, LLC | 699 | $106.3 萬 | 0.88% | −22−3.1% | 減碼 |
| Neville Rodie & Shaw Inc | 700 | $106.4 萬 | 0.08% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 700 | $106.4 萬 | 0.12% | +101+16.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 710 | $108.0 萬 | 0.01% | −7,118−90.9% | 減碼 |
| Huntington National Bank | 711 | $108.1 萬 | 0.01% | −207−22.5% | 減碼 |
| Quarry LP | 716 | $108.9 萬 | 0.25% | +564+371.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 718 | $109.2 萬 | 0.06% | −47−6.1% | 減碼 |
| MorganRosel Wealth Management, LLC | 720 | $109.5 萬 | 0.30% | −2−0.3% | 減碼 |
| Toth Financial Advisory Corp | 725 | $110.2 萬 | 0.13% | +375+107.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 728 | $110.7 萬 | 0.01% | −31−4.1% | 減碼 |
| Signaturefd, LLC | 737 | $112.0 萬 | 0.02% | +41+5.9% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 742 | $112.8 萬 | 0.76% | −25−3.3% | 減碼 |
| Balyasny Asset Management LLC | 742 | $112.8 萬 | 0.00% | −232−23.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 748 | $113.7 萬 | 0.02% | +101+15.6% | 加碼 |
| Verus Capital Partners, LLC | 757 | $115.1 萬 | 0.10% | −5−0.7% | 減碼 |
| Navalign, LLC | 761 | $115.7 萬 | 0.32% | −17−2.2% | 減碼 |
| Whittier Trust Co | 766 | $116.5 萬 | 0.01% | 00.0% | 不變 |
| Castleark Management LLC | 770 | $117.1 萬 | 0.04% | 00.0% | 不變 |
| Savant Capital, LLC | 771 | $117.3 萬 | 0.01% | +18+2.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 775 | $117.8 萬 | 0.01% | +56+7.8% | 加碼 |
| Allred Capital Management, LLC | 776 | $118.0 萬 | 0.44% | −5−0.6% | 減碼 |
| JSF Financial, LLC | 785 | $119.4 萬 | 0.28% | +785 | 新進 |
| Siemens Fonds Invest GmbH | 792 | $120.4 萬 | 0.07% | +155+24.3% | 加碼 |
| Profund Advisors LLC | 797 | $121.2 萬 | 0.04% | +194+32.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 801 | $121.8 萬 | 0.01% | +97+13.8% | 加碼 |
| Perbak Capital Partners LLP | 801 | $121.8 萬 | 0.28% | +370+85.8% | 加碼 |
| Citizens Financial Group Inc | 808 | $122.8 萬 | 0.02% | +122+17.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 811 | $123.4 萬 | 0.03% | −13−1.6% | 減碼 |
| AdvisorNet Financial, Inc | 819 | $124.5 萬 | 0.08% | −4−0.5% | 減碼 |
| Coldstream Capital Management Inc | 819 | $124.5 萬 | 0.02% | +70+9.3% | 加碼 |
| Fidelis Capital Partners, LLC | 906 | $127.0 萬 | 0.12% | −5−0.5% | 減碼 |
| New Age Alpha Advisors, LLC | 835 | $127.0 萬 | 0.06% | +459+122.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 842 | $128.0 萬 | 0.03% | +60+7.7% | 加碼 |
| NVWM, LLC | 843 | $128.2 萬 | 0.31% | −4−0.5% | 減碼 |
| Commerzbank Aktiengesellschaft | 845 | $128.5 萬 | 0.03% | +18+2.2% | 加碼 |
| Sapient Capital LLC | 850 | $129.3 萬 | 0.02% | −2−0.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 869 | $132.1 萬 | 0.03% | +4+0.5% | 加碼 |
| Wedmont Private Capital | 870 | $132.8 萬 | 0.06% | +17+2.0% | 加碼 |
| Checchi Capital Advisers, LLC | 893 | $135.7 萬 | 0.09% | −36−3.9% | 減碼 |
| Park Avenue Securities LLC | 904 | $137.5 萬 | 0.01% | +904 | 新進 |
| Apollon Wealth Management, LLC | 911 | $138.6 萬 | 0.03% | +92+11.2% | 加碼 |
| Cross Staff Investments Inc | 912 | $138.7 萬 | 1.03% | −40−4.2% | 減碼 |
| Americana Partners, LLC | 923 | $140.4 萬 | 0.05% | −51−5.2% | 減碼 |
| Skylands Capital, LLC | 925 | $140.7 萬 | 0.20% | 00.0% | 不變 |
| Canada Post Corp Registered Pension Plan | 927 | $141.0 萬 | 0.08% | +90+10.8% | 加碼 |
| Miracle Mile Advisors, LLC | 934 | $142.0 萬 | 0.02% | +19+2.1% | 加碼 |
| NBT Bank N A | 935 | $142.2 萬 | 0.10% | −100−9.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 935 | $142.2 萬 | 0.17% | −11,266−92.3% | 減碼 |
| YHB Investment Advisors, Inc. | 948 | $144.2 萬 | 0.11% | +46+5.1% | 加碼 |
| Benjamin Edwards Inc | 954 | $145.1 萬 | 0.02% | +65+7.3% | 加碼 |
| Shelton Wealth Management, LLC | 958 | $145.7 萬 | 0.73% | +958 | 新進 |
| Quadrant Capital Group LLC | 967 | $147.0 萬 | 0.05% | +19+2.0% | 加碼 |
| Avantax Advisory Services, Inc. | 969 | $147.3 萬 | 0.01% | −11−1.1% | 減碼 |
| RDA Financial Network | 969 | $147.3 萬 | 0.40% | +969 | 新進 |
| CWM, LLC | 972 | $147.8 萬 | 0.01% | −12−1.2% | 減碼 |
| Vise Technologies, Inc. | 973 | $148.0 萬 | 0.06% | +973 | 新進 |
| Parallel Advisors, LLC | 982 | $149.4 萬 | 0.03% | +44+4.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 988 | $150.2 萬 | 0.06% | +155+18.6% | 加碼 |
| Leonteq Securities AG | 990 | $150.5 萬 | 0.09% | +288+41.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 1,000 | $152.1 萬 | 0.06% | +289+40.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 1,001 | $152.2 萬 | 0.03% | −198−16.5% | 減碼 |
| CoreCap Advisors, LLC | 1,005 | $152.8 萬 | 0.06% | +195+24.1% | 加碼 |
| First Bank & Trust | 1,006 | $153.0 萬 | 0.27% | +114+12.8% | 加碼 |
| McHugh Group, LLC | 1,010 | $153.6 萬 | 1.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,016 | $154.5 萬 | 0.10% | +119+13.3% | 加碼 |
| Toroso Investments, LLC | 1,030 | $156.6 萬 | 0.01% | −1,322−56.2% | 減碼 |
| Avestar Capital, LLC | 1,030 | $156.6 萬 | 0.11% | +35+3.5% | 加碼 |
| Guggenheim Capital LLC | 1,040 | $158.1 萬 | 0.01% | +75+7.8% | 加碼 |
| CORDA Investment Management, LLC. | 1,042 | $158.5 萬 | 0.12% | +1+0.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,051 | $159.8 萬 | 0.01% | −155−12.9% | 減碼 |
| Prudential PLC | 1,059 | $161.0 萬 | 0.01% | −12−1.1% | 減碼 |
| Hikari Tsushin, Inc. | 1,060 | $161.2 萬 | 0.11% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 1,061 | $161.3 萬 | 0.22% | −45−4.1% | 減碼 |
| Assenagon Asset Management S.A. | 1,080 | $164.2 萬 | 0.00% | +45+4.3% | 加碼 |
| QRG Capital Management, Inc. | 1,099 | $167.1 萬 | 0.01% | +161+17.2% | 加碼 |