TransDigm Group INC

TDG

交易所: NYSE
產業: Aircraft Parts & Auxiliary Equipment, NEC
SEC CIK: 0001260221

SEC 申報列表（在新分頁開啟）

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 3 季與 2025 年第 2 季比較

持有 TransDigm Group INC 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人 2025 年第 2 季全部持有人

TDG 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目	2025 年第 2 季	其中尚未申報 2025 年第 3 季	2025 年第 3 季	變化
持有家數	1,111	18	1,073	−20
股數	5,433 萬	86.5 萬	5,357 萬	+10.8 萬 (+0.2%)
市值	$823.0 億	$13.2 億	$705.6 億	−$104.2 億 (−12.9%)

18 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（100 家）

2025 年第 3 季季末持有 TransDigm Group INC、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 TDG 的機構
機構	股數	市值	佔組合 %
Thornburg Investment Management Inc	47,636	$6,279 萬	0.82%
Blacksheep Fund Management Ltd	38,220	$5,037 萬	42.95%
D1 Capital Partners L.P.大師D1 資本	30,800	$4,060 萬	0.47%
Connor, Clark & Lunn Investment Management Ltd.	17,598	$2,319 萬	0.07%
Credit Agricole S A	14,992	$1,976 萬	0.07%
Owl Creek Asset Management, L.P.	13,599	$1,792 萬	2.04%
Susquehanna Advisors Group, Inc.	11,807	$1,556 萬	0.48%
CIBC Bancorp USA Inc.	7,768	$1,024 萬	0.06%
Spinecap SAS	7,322	$964.9 萬	4.25%
ING Groep NV	5,985	$788.8 萬	0.04%
Marex Group plc	5,141	$677.6 萬	0.08%
Thompson Siegel & Walmsley LLC	4,903	$646.2 萬	0.10%
Swedbank AB	4,206	$554.4 萬	0.01%
Motiv8 Investments LLC	3,009	$396.6 萬	2.11%
CAPROCK Group, Inc.	2,705	$378.4 萬	0.09%
Occudo Quantitative Strategies LP	2,811	$370.5 萬	0.45%
Clearbridge Investments, LLC	2,304	$303.7 萬	0.00%
Tiff Advisory Services Inc	2,078	$273.9 萬	0.57%
Davidson Capital Management Inc.	2,046	$269.7 萬	0.60%
Allstate Corp	2,039	$268.7 萬	0.06%
Jane Street Group, LLC	1,733	$228.4 萬	0.00%
Accurate Wealth Management, LLC	1,555	$204.1 萬	0.27%
Catalyst Funds Management Pty Ltd	1,500	$197.7 萬	0.30%
Virtu Financial LLC	1,404	$185.0 萬	0.10%
Aster Capital Management (DIFC) Ltd	1,362	$179.5 萬	0.91%
Nomura Holdings Inc	1,352	$178.2 萬	0.01%
TFR Capital, LLC.	923	$121.7 萬	0.41%
Sageworth Trust Co	881	$116.1 萬	0.05%
Tema ETFs LLC	848	$111.8 萬	0.09%
Engineers Gate Manager LP	749	$98.7 萬	0.01%
ISAM Funds (UK) Ltd	647	$85.3 萬	0.18%
Stableford Capital II LLC	630	$83.0 萬	0.30%
Blackstone Group Inc.	608	$80.1 萬	0.00%
Jump Financial, LLC	591	$77.9 萬	0.01%
Aigen Investment Management, LP	545	$71.8 萬	0.11%
Point72 Asset Management, L.P.	500	$65.9 萬	0.00%
Two Sigma Securities, LLC	470	$61.9 萬	0.09%
Erste Asset Management GmbH	464	$59.9 萬	0.01%
Financial Consulate, Inc	452	$59.6 萬	0.08%
Hohimer Wealth Management, LLC	422	$55.6 萬	0.08%
Legacy Wealth Asset Management, LLC	393	$51.8 萬	0.13%
Venturi Wealth Management, LLC	371	$48.9 萬	0.02%
Requisite Capital Management, LLC	371	$48.9 萬	0.08%
Rakuten Investment Management, Inc.	18,256	$43.3 萬	0.00%
FourThought Financial Partners, LLC	328	$43.2 萬	0.04%
Optiver Holding B.V.	296	$39.0 萬	0.01%
Kesler, Norman & Wride, LLC	296	$37.5 萬	0.07%
Beirne Wealth Consulting Services, LLC	282	$37.2 萬	0.09%
PFG Private Wealth Management, LLC	249	$32.8 萬	0.15%
Brookwood Investment Group LLC	241	$31.8 萬	0.04%
1776 Wealth LLC	234	$30.8 萬	0.12%
McElhenny Sheffield Capital Management, LLC	210	$27.7 萬	0.07%
Harbor Advisors LLC	200	$26.4 萬	0.04%
Texas Capital Bank Wealth Management Services Inc	189	$24.9 萬	0.02%
Dark Forest Capital Management LP	179	$23.6 萬	0.01%
Laurion Capital Management LP	173	$22.8 萬	0.03%
Simon Quick Advisors, LLC	159	$20.9 萬	0.01%
AlphaCore Capital LLC	153	$20.2 萬	0.01%
Seven Mile Advisory	152	$20.0 萬	0.03%
First Horizon Corp	128	$16.9 萬	0.01%
USA Financial Portformulas Corp	122	$16.1 萬	0.03%
Viking Fund Management LLC	100	$13.2 萬	0.02%
Financial Life Planners	86	$11.3 萬	0.08%
AXA Investment Managers S.A.	55	$7.25 萬	0.00%
JPL Wealth Management, LLC	47	$6.19 萬	0.01%
Security National Bank	40	$5.27 萬	0.01%
Pinnacle Holdings, LLC	31	$4.09 萬	0.01%
Wealth Watch Advisors, INC	26	$3.43 萬	0.01%
Salomon & Ludwin, LLC	20	$2.58 萬	0.00%
Wealth Preservation Advisors, LLC	14	$1.85 萬	0.01%
Atlantic Union Bankshares Corp	13	$1.71 萬	0.00%
IAG Wealth Partners, LLC	12	$1.58 萬	0.00%
Motco	10	$1.32 萬	0.00%
Crewe Advisors LLC	9	$1.19 萬	0.00%
Marquette Asset Management, LLC	6	$7,909	0.00%
Wall Street Access Asset Management, LLC	6	$7,908	0.00%
Caitong International Asset Management Co., Ltd	6	$7,908	0.01%
Main Street Group, LTD	5	$6,590	0.00%
Evolution Wealth Management Inc.	5	$6,590	0.01%
Clayton Financial Group LLC	4	$5,273	0.00%
Bartlett & Co. Wealth Management LLC	4	$5,272	0.00%
Clear Investment Research, LLC	125	$3,954	0.01%
Sofos Investments, Inc.	3	$3,954	0.00%
Cloud Capital Management, LLC	3	$3,000	0.00%
MCF Advisors LLC	2	$2,637	0.00%
ZRC Wealth Management, LLC	2	$2,637	0.00%
Country Trust Bank	2	$2,636	0.00%
Hillsdale Investment Management Inc.	2	$2,636	0.00%
Palisade Asset Management, LLC	1	$1,319	0.00%
Avalon Trust Co	1	$1,319	0.00%
Seneschal Advisors, LLC	1	$1,319	0.00%
Retirement Wealth Solutions LLC	1	$1,319	0.00%
Winnow Wealth LLC	1	$1,319	0.00%
Texas Capital Bancshares Inc	1	$1,318	0.00%
Transamerica Financial Advisors, Inc.	1	$1,318	0.00%
Cedar Mountain Advisors, LLC	1	$1,318	0.00%
Davis Capital Management	1	$1,318	0.00%
Strengthening Families & Communities, LLC	1	$1,318	0.00%
Abich Financial Wealth Management LLC	1	$1,318	0.00%
Guerra Advisors Inc	1	$1,318	0.00%

清倉機構（120 家）

2025 年第 2 季季末持有 TransDigm Group INC、2025 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 120 家。

2025 年第 3 季清倉 TDG 的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
D. E. Shaw & Co., Inc.	111,846	$1.70 億
Bain Capital Public Equity Management II, LLC	105,088	$1.60 億
Marshall Wace, LLP	78,533	$1.19 億
Voloridge Investment Management, LLC	50,161	$7,628 萬
Tudor Investment Corp Et Al	45,433	$6,909 萬
Alyeska Investment Group, L.P.	30,141	$4,583 萬
J. Goldman & Co LP	27,498	$4,181 萬
Qube Research & Technologies Ltd	22,172	$3,372 萬
Artisan Partners Limited Partnership	18,308	$2,784 萬
Scopus Asset Management, L.P.	12,522	$1,904 萬
Waratah Capital Advisors Ltd.	9,381	$1,427 萬
Railway Pension Investments Ltd	9,100	$1,384 萬
Bain Capital Public Equity, LP	5,433	$826.2 萬
Simplex Trading, LLC	4,966	$755.1 萬
Kennedy Capital Management, Inc.	4,386	$667.0 萬
Pier 88 Investment Partners LLC	3,575	$543.6 萬
Susquehanna Portfolio Strategies, LLC	3,181	$483.7 萬
Ilex Capital Partners (UK) LLP	2,807	$426.8 萬
Nebula Research & Development LLC	2,575	$391.6 萬
Aubrey Capital Management Ltd	2,500	$380.2 萬
Vanderbilt University	2,334	$354.9 萬
Brevan Howard Capital Management LP	2,274	$345.8 萬
Graham Capital Management, L.P.	2,108	$320.6 萬
Winton Group Ltd	2,000	$304.1 萬
Concentric Capital Strategies, LP	1,919	$291.8 萬
Navellier & Associates Inc	1,352	$205.6 萬
Valmark Advisers, Inc.	1,285	$195.4 萬
Perbak Capital Partners LLP	801	$121.8 萬
Toth Financial Advisory Corp	725	$110.2 萬
Integrated Wealth Concepts LLC	648	$98.5 萬
Panagora Asset Management Inc	640	$97.3 萬
Triasima Portfolio Management inc.	625	$95.0 萬
Summit Financial, LLC	548	$83.4 萬
Empirical Asset Management, LLC	506	$77.0 萬
Illinois Municipal Retirement Fund	497	$75.6 萬
Hanlon Investment Management, Inc.	484	$73.6 萬
Semanteon Capital Management, LP	467	$71.0 萬
Morningstar Investment Management LLC	435	$66.1 萬
Eqis Capital Management, Inc.	377	$57.2 萬
Lighthouse Investment Partners, LLC	360	$54.7 萬
FORA Capital, LLC	360	$54.7 萬
Asahi Life Asset Management Co., Ltd.	348	$52.9 萬
Nations Financial Group Inc,	325	$49.4 萬
WBI Investments	316	$48.1 萬
Quantbot Technologies LP	306	$46.5 萬
ICONIQ Capital, LLC	289	$43.9 萬
Acadian Asset Management LLC	277	$42.0 萬
VisionPoint Advisory Group, LLC	253	$38.5 萬
MQS Management LLC	248	$37.7 萬
Journey Strategic Wealth LLC	247	$37.5 萬
Brown Miller Wealth Management, LLC	242	$36.8 萬
TownSquare Capital, LLC	234	$35.6 萬
Geneos Wealth Management Inc.	233	$35.4 萬
Fortitude Advisory Group L.L.C.	225	$34.2 萬
CWA Asset Management Group, LLC	224	$34.1 萬
Moran Wealth Management, LLC	216	$32.8 萬
IFG Advisory, LLC	210	$31.9 萬
TenCore Partners, LP	206	$31.3 萬
Centiva Capital, LP	201	$30.6 萬
Two Sigma Advisers, LP	200	$30.4 萬
Ellevest, Inc.	200	$30.4 萬
FFT Wealth Management LLC	212	$30.3 萬
V-Square Quantitative Management LLC	196	$29.8 萬
TriaGen Wealth Management LLC	195	$29.7 萬
MBB Public Markets I LLC	189	$28.7 萬
Moneta Group Investment Advisors LLC	186	$28.3 萬
Prelude Capital Management, LLC	185	$28.1 萬
Von Berge Wealth Management Group, LLC	175	$27.5 萬
Chase Investment Counsel Corp	180	$27.3 萬
Leo Wealth, LLC	172	$26.2 萬
Washington Trust Advisors, Inc.	166	$25.2 萬
TCG Advisory Services, LLC	166	$25.2 萬
Lazard Asset Management LLC	156	$23.7 萬
RiverFront Investment Group, LLC	154	$23.4 萬
Astoria Portfolio Advisors LLC.	145	$23.2 萬
Strategy Asset Managers LLC	152	$23.1 萬
Flputnam Investment Management Co	152	$23.1 萬
Tritonpoint Wealth, LLC	150	$22.8 萬
Parcion Private Wealth LLC	147	$22.4 萬
AssuredPartners Investment Advisors, LLC	146	$22.2 萬
Cypress Capital Group	144	$21.9 萬
Triad Wealth Partners, LLC	143	$21.7 萬
Clifford Group, LLC	142	$21.6 萬
Hancock Whitney Corp	140	$21.3 萬
Birch Financial Group, LLC	139	$21.1 萬
Walleye Trading LLC	138	$21.0 萬
TCI Wealth Advisors, Inc.	137	$20.8 萬
Consolidated Portfolio Review Corp	137	$20.8 萬
Armis Advisers, LLC	135	$20.8 萬
LVW Advisors, LLC	136	$20.7 萬
Moss Adams Wealth Advisors LLC	136	$20.7 萬
Empower Advisory Group, LLC	135	$20.5 萬
Snowden Capital Advisors LLC	132	$20.1 萬
Gen-Wealth Partners Inc	127	$19.3 萬
Barnes Dennig Private Wealth Management LLC	89	$13.5 萬
Whipplewood Advisors, LLC	55	$8.36 萬
NewSquare Capital LLC	43	$6.54 萬
Harvest Fund Management Co., Ltd	40	$6.10 萬
Park Square Financial Group, LLC	34	$5.17 萬
Atticus Wealth Management, LLC	20	$3.04 萬

尚未申報 2025 年第 3 季的機構（18 家）

2025 年第 2 季季末持有 TransDigm Group INC、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 TDG、尚未申報 2025 年第 3 季的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
Norges Bank	838,486	$12.8 億
Churchill Management Corp	10,591	$1,611 萬
CIBC World Markets Corp	7,063	$1,074 萬
EP Wealth Advisors, LLC	6,124	$931.2 萬
Avantax Advisory Services, Inc.	969	$147.3 萬
First Horizon Advisors, Inc.	350	$53.3 萬
Bingham Private Wealth, LLC	339	$51.5 萬
Graypoint LLC	286	$43.5 萬
Congress Wealth Management LLC	271	$41.4 萬
Atria Wealth Solutions, Inc.	149	$22.7 萬
E Fund Management Co., Ltd.	146	$22.2 萬
Union Savings Bank	75	$12.1 萬
Atlas Capital Advisors LLC	10	$1.52 萬
Semmax Financial Advisors Inc.	6	$8,339
Legacy Investment Solutions, LLC	4	$6,083
Iron Horse Wealth Management, LLC	3	$4,562
Moser Wealth Advisors, LLC	2	$3,041
Parkworth Wealth Management, Inc.	2	$3,041