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 |
|---|---|---|---|---|---|
| Maestria Partners LLC | 14,152 | $2,152 萬 | 7.48% | −1,166−7.6% | 減碼 |
| Lynwood Price Capital Management LP | 14,000 | $2,129 萬 | 10.58% | +3,200+29.6% | 加碼 |
| Los Angeles Capital Management LLC | 13,960 | $2,123 萬 | 0.08% | −20−0.1% | 減碼 |
| Czech National Bank | 13,729 | $2,088 萬 | 0.16% | +848+6.6% | 加碼 |
| Pinnacle Financial Partners Inc | 12,971 | $1,972 萬 | 0.41% | −287−2.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 12,834 | $1,952 萬 | 0.21% | −115−0.9% | 減碼 |
| Citadel Advisors LLC | 12,763 | $1,941 萬 | 0.02% | +12,763 | 新進 |
| Scopus Asset Management, L.P. | 12,522 | $1,904 萬 | 0.51% | −3,228−20.5% | 減碼 |
| Bluegrass Capital Partners LP | 12,500 | $1,901 萬 | 13.17% | +2,500+25.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,890 | $1,808 萬 | 0.06% | +629+5.6% | 加碼 |
| PYA Waltman Capital, LLC | 11,807 | $1,795 萬 | 5.17% | +420+3.7% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 11,742 | $1,786 萬 | 0.10% | −217−1.8% | 減碼 |
| Rockefeller Capital Management L.P. | 11,503 | $1,749 萬 | 0.04% | +647+6.0% | 加碼 |
| Millennium Management LLC | 11,494 | $1,748 萬 | 0.02% | −21,164−64.8% | 減碼 |
| Amalgamated Bank | 11,392 | $1,732 萬 | 0.13% | +235+2.1% | 加碼 |
| Creative Planning | 11,273 | $1,714 萬 | 0.01% | +1,957+21.0% | 加碼 |
| Bank of Nova Scotia | 11,270 | $1,714 萬 | 0.04% | −30,589−73.1% | 減碼 |
| Forsta Ap-Fonden | 11,200 | $1,703 萬 | 0.11% | −100−0.9% | 減碼 |
| Linonia Partnership LP | 11,022 | $1,676 萬 | 0.55% | −22,137−66.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 11,020 | $1,676 萬 | 0.12% | −100−0.9% | 減碼 |
| Rafferty Asset Management, LLC | 11,003 | $1,673 萬 | 0.06% | +2,746+33.3% | 加碼 |
| Fifth Third Bancorp | 10,944 | $1,664 萬 | 0.06% | −424−3.7% | 減碼 |
| Broad Run Investment Management, LLC | 10,801 | $1,642 萬 | 2.52% | −2,000−15.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 10,790 | $1,641 萬 | 0.03% | +3,543+48.9% | 加碼 |
| Cat Rock Capital Management LP | 10,736 | $1,633 萬 | 2.06% | +5,100+90.5% | 加碼 |
| Churchill Management Corp | 10,591 | $1,611 萬 | 0.17% | +3,333+45.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,580 | $1,609 萬 | 0.45% | +32+0.3% | 加碼 |
| Natixis | 10,226 | $1,555 萬 | 0.08% | +10,226 | 新進 |
| Fairbanks Capital Management, Inc. | 10,207 | $1,552 萬 | 8.84% | +79+0.8% | 加碼 |
| Teacher Retirement System of Texas | 9,829 | $1,495 萬 | 0.06% | −999−9.2% | 減碼 |
| Pittenger & Anderson Inc | 9,818 | $1,493 萬 | 0.55% | +49+0.5% | 加碼 |
| AMS Capital Ltda | 9,693 | $1,474 萬 | 5.57% | +1,081+12.6% | 加碼 |
| ProShare Advisors LLC | 9,663 | $1,469 萬 | 0.03% | +1,119+13.1% | 加碼 |
| USS Investment Management Ltd | 9,643 | $1,467 萬 | 0.09% | 00.0% | 不變 |
| Pragma Gestao de Patrimonio Ltd | 9,390 | $1,428 萬 | 6.24% | −2,110−18.3% | 減碼 |
| Waratah Capital Advisors Ltd. | 9,381 | $1,427 萬 | 0.97% | −3,194−25.4% | 減碼 |
| Man Group plc | 9,210 | $1,401 萬 | 0.03% | +1,741+23.3% | 加碼 |
| Stephens Inc | 9,152 | $1,392 萬 | 0.19% | +161+1.8% | 加碼 |
| Railway Pension Investments Ltd | 9,100 | $1,384 萬 | 0.20% | −100−1.1% | 減碼 |
| Oak Ridge Investments LLC | 9,100 | $1,384 萬 | 0.99% | +134+1.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,052 | $1,376 萬 | 0.34% | +6,698+284.5% | 加碼 |
| Utah Retirement Systems | 8,996 | $1,368 萬 | 0.14% | −6−0.1% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 8,839 | $1,344 萬 | 9.04% | −1,644−15.7% | 減碼 |
| British Columbia Investment Management Corp | 8,827 | $1,342 萬 | 0.08% | −1,928−17.9% | 減碼 |
| Asset Planning,Inc | 8,809 | $1,339 萬 | 10.10% | +20+0.2% | 加碼 |
| Xponance, Inc. | 8,752 | $1,331 萬 | 0.11% | +190+2.2% | 加碼 |
| Red Door Wealth Management, LLC | 8,714 | $1,325 萬 | 1.58% | +486+5.9% | 加碼 |
| Advisory Services Network, LLC | 8,232 | $1,324 萬 | 0.21% | −753−8.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,680 | $1,320 萬 | 0.12% | +27+0.3% | 加碼 |
| Daiwa Securities Group Inc. | 8,496 | $1,292 萬 | 0.05% | +498+6.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 8,390 | $1,276 萬 | 0.12% | +472+6.0% | 加碼 |
| Smith, Salley & Associates | 8,140 | $1,238 萬 | 0.72% | +259+3.3% | 加碼 |
| Shell Asset Management Co | 8,068 | $1,227 萬 | 0.42% | −566−6.6% | 減碼 |
| Brasada Capital Management, LP | 7,855 | $1,196 萬 | 2.03% | −63−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,860 | $1,195 萬 | 0.09% | +630+8.7% | 加碼 |
| CIBC Asset Management Inc | 7,767 | $1,181 萬 | 0.04% | −694−8.2% | 減碼 |
| New York Life Investment Management LLC | 7,641 | $1,162 萬 | 0.11% | +138+1.8% | 加碼 |
| Gardner Lewis Asset Management L P | 7,564 | $1,150 萬 | 2.87% | −50−0.7% | 減碼 |
| DuPont Capital Management Corp | 7,551 | $1,148 萬 | 1.23% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 7,397 | $1,125 萬 | 0.04% | −150−2.0% | 減碼 |
| Delta Investment Management, LLC | 7,393 | $1,124 萬 | 2.16% | −10.0% | 減碼 |
| Pathstone Holdings, LLC | 7,363 | $1,120 萬 | 0.04% | +396+5.7% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 7,287 | $1,108 萬 | 0.13% | +1,457+25.0% | 加碼 |
| Vident Advisory, LLC | 7,116 | $1,082 萬 | 0.12% | +1,321+22.8% | 加碼 |
| Yousif Capital Management, LLC | 7,110 | $1,081 萬 | 0.12% | −75−1.0% | 減碼 |
| JustInvest LLC | 7,077 | $1,076 萬 | 0.12% | +1,656+30.5% | 加碼 |
| CIBC World Markets Corp | 7,063 | $1,074 萬 | 0.07% | +291+4.3% | 加碼 |
| Janus Henderson Group PLC | 6,991 | $1,063 萬 | 0.01% | −596−7.9% | 減碼 |
| Wealthfront Advisers LLC | 6,890 | $1,048 萬 | 0.03% | +359+5.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,887 | $1,047 萬 | 0.10% | +1,200+21.1% | 加碼 |
| Calamos Advisors LLC | 6,800 | $1,034 萬 | 0.04% | +6,800 | 新進 |
| Cerity Partners LLC | 6,765 | $1,029 萬 | 0.02% | +171+2.6% | 加碼 |
| Macquarie Group Ltd | 6,731 | $1,023 萬 | 0.01% | −1,311−16.3% | 減碼 |
| Legal Advantage Investments, Inc. | 6,527 | $992.5 萬 | 4.64% | +500+8.3% | 加碼 |
| Mediolanum International Funds Ltd | 6,603 | $989.9 萬 | 0.12% | −59−0.9% | 減碼 |
| Mutual of America Capital Management LLC | 6,431 | $977.9 萬 | 0.11% | −83−1.3% | 減碼 |
| Equitable Trust Co | 6,371 | $968.8 萬 | 0.48% | +484+8.2% | 加碼 |
| State of Alaska, Department of Revenue | 6,320 | $961.0 萬 | 0.10% | −250−3.8% | 減碼 |
| Q Global Advisors, LLC | 6,276 | $954.4 萬 | 8.03% | −1,045−14.3% | 減碼 |
| GF Fund Management Co. Ltd. | 6,261 | $952.1 萬 | 0.19% | −326−4.9% | 減碼 |
| ASR Vermogensbeheer N.V. | 6,257 | $951.5 萬 | 0.12% | +6,257 | 新進 |
| Advisor Group Holdings, Inc. | 6,379 | $949.4 萬 | 0.02% | +2,163+51.3% | 加碼 |
| Dilation Capital Management LP | 6,243 | $949.3 萬 | 5.06% | +1,928+44.7% | 加碼 |
| Sanctuary Advisors, LLC | 6,234 | $947.9 萬 | 0.06% | +167+2.8% | 加碼 |
| Pennant Select, LLC | 6,200 | $942.8 萬 | 7.23% | −400−6.1% | 減碼 |
| Ancora Advisors, LLC | 6,164 | $937.4 萬 | 0.20% | −694−10.1% | 減碼 |
| Swiss Life Asset Management Ltd | 6,160 | $936.7 萬 | 0.06% | +844+15.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,157 | $936.2 萬 | 0.06% | +71+1.2% | 加碼 |
| EP Wealth Advisors, LLC | 6,124 | $931.2 萬 | 0.06% | −180−2.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,096 | $927.0 萬 | 0.06% | +538+9.7% | 加碼 |
| Crystal Rock Capital Management | 6,090 | $926.1 萬 | 5.34% | −830−12.0% | 減碼 |
| M&T Bank Corp | 5,966 | $907.2 萬 | 0.03% | +8+0.1% | 加碼 |
| OP Asset Management Ltd | 5,943 | $903.7 萬 | 0.13% | +128+2.2% | 加碼 |
| Keybank National Association | 5,825 | $885.8 萬 | 0.03% | +73+1.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 5,798 | $881.7 萬 | 0.01% | +86+1.5% | 加碼 |
| Phoenix Holdings Ltd. | 5,725 | $870.6 萬 | 0.11% | +809+16.5% | 加碼 |
| Sterling Capital Management LLC | 5,708 | $868.0 萬 | 0.12% | +61+1.1% | 加碼 |
| HB Wealth Management, LLC | 5,706 | $867.7 萬 | 0.07% | +103+1.8% | 加碼 |
| Quest Investment Management LLC | 5,624 | $855.2 萬 | 0.94% | +3,457+159.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,559 | $845.3 萬 | 0.02% | −307−5.2% | 減碼 |