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 |
|---|---|---|---|---|---|
| VestGen Advisors, LLC | 1,100 | $169.0 萬 | 0.07% | −52−4.5% | 減碼 |
| Paragon Capital Management Inc | 1,118 | $170.0 萬 | 1.30% | −26−2.3% | 減碼 |
| Haverford Trust Co | 1,123 | $170.8 萬 | 0.02% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 1,129 | $171.7 萬 | 0.07% | −31−2.7% | 減碼 |
| Brighton Jones LLC | 1,129 | $171.7 萬 | 0.05% | +29+2.6% | 加碼 |
| Plato Investment Management Ltd | 1,163 | $176.2 萬 | 0.13% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 1,161 | $176.6 萬 | 0.09% | +2+0.2% | 加碼 |
| Vestcor Inc | 1,162 | $176.7 萬 | 0.05% | +57+5.2% | 加碼 |
| Hills Bank & Trust Co | 1,166 | $177.3 萬 | 0.11% | −24−2.0% | 減碼 |
| Merit Financial Group, LLC | 1,167 | $177.5 萬 | 0.02% | +354+43.5% | 加碼 |
| Gateway Investment Advisers LLC | 1,174 | $178.5 萬 | 0.02% | −11−0.9% | 減碼 |
| Polymer Capital Management (US) LLC | 1,176 | $178.8 萬 | 0.29% | +52+4.6% | 加碼 |
| Wolverine Asset Management LLC | 1,191 | $181.1 萬 | 0.03% | +50+4.4% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 1,200 | $182.5 萬 | 0.17% | +400+50.0% | 加碼 |
| Qtron Investments LLC | 1,201 | $182.6 萬 | 0.23% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 1,245 | $189.3 萬 | 0.16% | +252+25.4% | 加碼 |
| BNP Paribas | 1,265 | $190.7 萬 | 0.06% | +1,265 | 新進 |
| Radnor Capital Management, LLC | 1,255 | $190.8 萬 | 0.30% | +460+57.9% | 加碼 |
| Integrated Advisors Network LLC | 1,264 | $192.2 萬 | 0.09% | +5+0.4% | 加碼 |
| Jones Financial Companies LLLP | 1,287 | $193.0 萬 | 0.00% | +238+22.7% | 加碼 |
| Valmark Advisers, Inc. | 1,285 | $195.4 萬 | 0.03% | +10+0.8% | 加碼 |
| SRS Capital Advisors, Inc. | 1,286 | $195.8 萬 | 0.09% | +108+9.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,293 | $196.6 萬 | 0.22% | −24−1.8% | 減碼 |
| Callan Family Office, LLC | 1,302 | $198.0 萬 | 0.06% | +727+126.4% | 加碼 |
| Accretive Wealth Partners, LLC | 1,311 | $199.4 萬 | 0.65% | −1−0.1% | 減碼 |
| Ascent Group, LLC | 1,325 | $201.5 萬 | 0.08% | +76+6.1% | 加碼 |
| Boothbay Fund Management, LLC | 1,328 | $201.9 萬 | 0.06% | +935+237.9% | 加碼 |
| United Capital Financial Advisers, LLC | 1,339 | $203.7 萬 | 0.02% | +9+0.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,347 | $204.8 萬 | 0.03% | −1,691−55.7% | 減碼 |
| Navellier & Associates Inc | 1,352 | $205.6 萬 | 0.25% | +11+0.8% | 加碼 |
| MONECO Advisors, LLC | 1,368 | $208.0 萬 | 0.19% | +1,368 | 新進 |
| Brinker Capital Investments, LLC | 1,380 | $209.8 萬 | 0.02% | +28+2.1% | 加碼 |
| RSM US Wealth Management LLC | 1,394 | $212.0 萬 | 0.03% | +67+5.0% | 加碼 |
| Horizon Investments, LLC | 1,408 | $214.1 萬 | 0.03% | +601+74.5% | 加碼 |
| PFG Advisors | 1,420 | $215.9 萬 | 0.10% | +230+19.3% | 加碼 |
| Blue Fin Capital, Inc. | 1,442 | $219.3 萬 | 0.37% | +42+3.0% | 加碼 |
| Western Financial Corp | 1,455 | $221.3 萬 | 1.19% | −9−0.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,481 | $225.2 萬 | 0.16% | −102−6.4% | 減碼 |
| Alaethes Wealth LLC | 1,519 | $231.1 萬 | 0.69% | +54+3.7% | 加碼 |
| Centaurus Financial, Inc. | 1,530 | $232.7 萬 | 0.14% | −74−4.6% | 減碼 |
| Element Squared LLC | 1,542 | $234.5 萬 | 1.46% | +1,542 | 新進 |
| Oppenheimer & Co Inc | 1,553 | $236.2 萬 | 0.03% | −70−4.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,562 | $237.5 萬 | 0.01% | −296−15.9% | 減碼 |
| Greenleaf Trust | 1,563 | $237.7 萬 | 0.02% | −42−2.6% | 減碼 |
| Guerra Pan Advisors, LLC | 1,609 | $244.7 萬 | 1.61% | +87+5.7% | 加碼 |
| Groupe la Francaise | 1,643 | $249.7 萬 | 0.04% | +1,643 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,648 | $250.6 萬 | 0.01% | −183−10.0% | 減碼 |
| Aurora Investment Managers, LLC. | 1,655 | $251.6 萬 | 1.52% | 00.0% | 不變 |
| Palisade Capital Management LLC | 1,700 | $258.5 萬 | 0.07% | 00.0% | 不變 |
| Sit Investment Associates Inc | 1,710 | $260.0 萬 | 0.06% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,710 | $260.0 萬 | 0.03% | +1,433+517.3% | 加碼 |
| Capstone Investment Advisors, LLC | 1,750 | $266.1 萬 | 0.02% | +1,750 | 新進 |
| Diversify Wealth Management, LLC | 1,902 | $268.3 萬 | 0.17% | +135+7.6% | 加碼 |
| Summit Trail Advisors, LLC | 1,781 | $270.8 萬 | 0.05% | +1,781 | 新進 |
| Allianz Asset Management GmbH | 1,782 | $271.0 萬 | 0.00% | −1,837−50.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,785 | $271.4 萬 | 0.10% | +92+5.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,792 | $272.5 萬 | 0.04% | +9+0.5% | 加碼 |
| Sumitomo Life Insurance Co | 1,808 | $274.9 萬 | 0.19% | −113−5.9% | 減碼 |
| Roundview Capital LLC | 1,839 | $279.6 萬 | 0.19% | +179+10.8% | 加碼 |
| We Are One Seven, LLC | 1,877 | $285.4 萬 | 0.09% | −47−2.4% | 減碼 |
| HCR Wealth Advisors | 1,878 | $285.6 萬 | 0.34% | +9+0.5% | 加碼 |
| Empirical Finance, LLC | 1,879 | $285.7 萬 | 0.15% | +15+0.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 1,904 | $289.5 萬 | 0.08% | −4,174−68.7% | 減碼 |
| Concentric Capital Strategies, LP | 1,919 | $291.8 萬 | 0.16% | +1,747+1,015.7% | 加碼 |
| Hixon Zuercher, LLC | 1,928 | $293.2 萬 | 0.95% | +1+0.1% | 加碼 |
| Cavalier Investments, LLC | 1,929 | $293.3 萬 | 0.89% | −23−1.2% | 減碼 |
| Kornitzer Capital Management Inc | 1,946 | $295.9 萬 | 0.06% | −400−17.1% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,959 | $297.9 萬 | 1.62% | −74−3.6% | 減碼 |
| Paragon Advisors, LLC | 1,969 | $299.4 萬 | 0.78% | +169+9.4% | 加碼 |
| Goodman Advisory Group, LLC | 1,973 | $300.0 萬 | 1.02% | +597+43.4% | 加碼 |
| Captrust Financial Advisors | 1,981 | $301.3 萬 | 0.01% | −40−2.0% | 減碼 |
| Vinva Investment Management Ltd | 2,011 | $301.5 萬 | 0.08% | +217+12.1% | 加碼 |
| Omers Administration Corp | 1,994 | $303.2 萬 | 0.02% | 00.0% | 不變 |
| Winton Group Ltd | 2,000 | $304.1 萬 | 0.16% | +2,000 | 新進 |
| Metis Global Partners, LLC | 2,003 | $304.6 萬 | 0.08% | −257−11.4% | 減碼 |
| Aspiriant, LLC | 2,006 | $305.0 萬 | 0.10% | −14−0.7% | 減碼 |
| Investment Management Corp of Ontario | 2,030 | $308.7 萬 | 0.04% | −200−9.0% | 減碼 |
| Glenview Trust Co | 2,047 | $311.3 萬 | 0.05% | +622+43.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,055 | $312.7 萬 | 0.02% | +288+16.3% | 加碼 |
| GWM Advisors LLC | 2,064 | $313.8 萬 | 0.02% | +1,248+152.9% | 加碼 |
| Commerce Bank | 2,068 | $314.5 萬 | 0.02% | +115+5.9% | 加碼 |
| Squarepoint Ops LLC | 2,088 | $317.5 萬 | 0.01% | +4+0.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,093 | $318.3 萬 | 0.24% | +27+1.3% | 加碼 |
| Graham Capital Management, L.P. | 2,108 | $320.6 萬 | 0.10% | +1,493+242.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,121 | $322.6 萬 | 0.01% | +15+0.7% | 加碼 |
| Cyndeo Wealth Partners, LLC | 2,123 | $322.9 萬 | 0.19% | +124+6.2% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 2,128 | $323.6 萬 | 0.17% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 2,170 | $330.0 萬 | 0.04% | +2,060+1,872.7% | 加碼 |
| WoodTrust Financial Corp | 2,175 | $330.7 萬 | 0.46% | +75+3.6% | 加碼 |
| X-Square Capital, LLC | 2,215 | $336.8 萬 | 1.21% | +36+1.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,240 | $340.6 萬 | 0.01% | +1,571+234.8% | 加碼 |
| Mercer Global Advisors Inc | 2,260 | $343.6 萬 | 0.01% | −135−5.6% | 減碼 |
| Lido Advisors, LLC | 2,268 | $345.0 萬 | 0.02% | +342+17.8% | 加碼 |
| Brevan Howard Capital Management LP | 2,274 | $345.8 萬 | 0.04% | +1,478+185.7% | 加碼 |
| Level Four Advisory Services, LLC | 2,291 | $348.5 萬 | 0.13% | −219−8.7% | 減碼 |
| Gallo Partners, LP | 2,301 | $349.9 萬 | 2.29% | +2,301 | 新進 |
| Rockingstone Advisors LLC | 2,326 | $353.7 萬 | 1.86% | −692−22.9% | 減碼 |
| Vanderbilt University | 2,334 | $354.9 萬 | 0.67% | +2,334 | 新進 |
| Family Legacy, Inc. | 2,375 | $361.2 萬 | 1.17% | +18+0.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,478 | $376.8 萬 | 0.36% | 00.0% | 不變 |