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 3 季 13F 持有人
TransDigm Group INC 在 2025/9/30 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
- 1,073
- 較 2025 年第 2 季 −20 家
- 持有股數
- 5,357 萬
- 較 2025 年第 2 季 +10.8 萬 (+0.2%)
- 總市值
- $705.6 億
- 較 2025 年第 2 季 −$104.2 億 (−12.9%)
- 新進機構
- 100
- 另有 416 家加碼
- 清倉機構
- 120
- 另有 391 家減碼
另有 18 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MAI Capital Management | 759 | $100.0 萬 | 0.01% | +112+17.3% | 加碼 |
| Verdence Capital Advisors LLC | 743 | $100.6 萬 | 0.06% | +70+10.4% | 加碼 |
| Navalign, LLC | 767 | $101.1 萬 | 0.27% | +6+0.8% | 加碼 |
| Skylands Capital, LLC | 770 | $101.5 萬 | 0.14% | −155−16.8% | 減碼 |
| Castleark Management LLC | 770 | $101.5 萬 | 0.03% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 772 | $101.8 萬 | 0.03% | +75+10.8% | 加碼 |
| Leonteq Securities AG | 775 | $102.1 萬 | 0.05% | −215−21.7% | 減碼 |
| Allred Capital Management, LLC | 780 | $102.8 萬 | 0.36% | +4+0.5% | 加碼 |
| Siemens Fonds Invest GmbH | 783 | $103.2 萬 | 0.06% | −9−1.1% | 減碼 |
| NorthRock Partners, LLC | 789 | $104.0 萬 | 0.02% | +107+15.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 790 | $104.2 萬 | 0.07% | +786+19,650.0% | 加碼 |
| Voleon Capital Management LP | 791 | $104.3 萬 | 0.03% | +248+45.7% | 加碼 |
| Avestar Capital, LLC | 805 | $106.1 萬 | 0.08% | −225−21.8% | 減碼 |
| New England Research & Management, Inc. | 805 | $106.1 萬 | 0.49% | +230+40.0% | 加碼 |
| AdvisorNet Financial, Inc | 812 | $107.0 萬 | 0.06% | −7−0.9% | 減碼 |
| JSF Financial, LLC | 815 | $107.4 萬 | 0.24% | +30+3.8% | 加碼 |
| Wedmont Private Capital | 841 | $108.0 萬 | 0.04% | −29−3.3% | 減碼 |
| New Age Alpha Advisors, LLC | 826 | $108.9 萬 | 0.05% | −9−1.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 826 | $108.9 萬 | 0.01% | +98+13.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 834 | $109.9 萬 | 0.01% | +33+4.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 857 | $110.5 萬 | 0.02% | −12−1.4% | 減碼 |
| Sapient Capital LLC | 861 | $111.0 萬 | 0.02% | +11+1.3% | 加碼 |
| Commerzbank Aktiengesellschaft | 845 | $111.4 萬 | 0.02% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 846 | $111.5 萬 | 0.09% | +89+11.8% | 加碼 |
| Tema ETFs LLC | 848 | $111.8 萬 | 0.09% | +848 | 新進 |
| Checchi Capital Advisers, LLC | 854 | $112.5 萬 | 0.08% | −39−4.4% | 減碼 |
| NBT Bank N A | 855 | $112.7 萬 | 0.07% | −80−8.6% | 減碼 |
| Park Avenue Securities LLC | 861 | $113.5 萬 | 0.01% | −43−4.8% | 減碼 |
| NVWM, LLC | 862 | $113.6 萬 | 0.26% | +19+2.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 864 | $113.9 萬 | 0.02% | −137−13.7% | 減碼 |
| Sageworth Trust Co | 881 | $116.1 萬 | 0.05% | +881 | 新進 |
| CWM, LLC | 888 | $117.1 萬 | 0.00% | −84−8.6% | 減碼 |
| Sumitomo Life Insurance Co | 893 | $117.7 萬 | 0.04% | −915−50.6% | 減碼 |
| Verition Fund Management LLC | 895 | $118.0 萬 | 0.01% | −2,819−75.9% | 減碼 |
| Apollon Wealth Management, LLC | 896 | $118.1 萬 | 0.02% | −15−1.6% | 減碼 |
| FIL Ltd | 897 | $118.2 萬 | 0.00% | +343+61.9% | 加碼 |
| QRG Capital Management, Inc. | 900 | $118.7 萬 | 0.01% | −199−18.1% | 減碼 |
| Cross Staff Investments Inc | 912 | $120.2 萬 | 0.84% | 00.0% | 不變 |
| Huntington National Bank | 913 | $120.3 萬 | 0.01% | +202+28.4% | 加碼 |
| Ossiam | 913 | $120.3 萬 | 0.02% | −36,127−97.5% | 減碼 |
| Miracle Mile Advisors, LLC | 914 | $120.5 萬 | 0.02% | −20−2.1% | 減碼 |
| Custom Index Systems, LLC | 921 | $121.4 萬 | 0.36% | +610+196.1% | 加碼 |
| TFR Capital, LLC. | 923 | $121.7 萬 | 0.41% | +923 | 新進 |
| GF Fund Management Co. Ltd. | 925 | $121.9 萬 | 0.02% | −5,336−85.2% | 減碼 |
| Parallel Advisors, LLC | 928 | $122.4 萬 | 0.02% | −54−5.5% | 減碼 |
| Quadrant Capital Group LLC | 931 | $122.7 萬 | 0.04% | −36−3.7% | 減碼 |
| Vise Technologies, Inc. | 942 | $124.1 萬 | 0.05% | −31−3.2% | 減碼 |
| YHB Investment Advisors, Inc. | 948 | $124.9 萬 | 0.09% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 961 | $126.7 萬 | 0.05% | −27−2.7% | 減碼 |
| Signature Estate & Investment Advisors LLC | 969 | $127.7 萬 | 0.03% | +127+15.1% | 加碼 |
| Fidelis Capital Partners, LLC | 977 | $128.8 萬 | 0.10% | +71+7.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 979 | $129.0 萬 | 0.02% | +168+20.7% | 加碼 |
| Capital Planning Advisors, LLC | 985 | $129.8 萬 | 0.18% | +658+201.2% | 加碼 |
| Canada Post Corp Registered Pension Plan | 1,007 | $129.8 萬 | 0.06% | +80+8.6% | 加碼 |
| Shelton Wealth Management, LLC | 997 | $131.4 萬 | 0.61% | +39+4.1% | 加碼 |
| Miura Global Management, LLC | 1,000 | $131.8 萬 | 1.94% | −1,500−60.0% | 減碼 |
| McHugh Group, LLC | 1,010 | $133.1 萬 | 0.80% | 00.0% | 不變 |
| First Bank & Trust | 1,013 | $133.5 萬 | 0.22% | +7+0.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,019 | $134.3 萬 | 0.03% | −8,033−88.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 1,024 | $135.0 萬 | 0.05% | −880−46.2% | 減碼 |
| Assenagon Asset Management S.A. | 1,035 | $136.4 萬 | 0.00% | −45−4.2% | 減碼 |
| CORDA Investment Management, LLC. | 1,040 | $137.1 萬 | 0.10% | −2−0.2% | 減碼 |
| Callan Family Office, LLC | 1,054 | $138.9 萬 | 0.04% | −248−19.0% | 減碼 |
| Prudential PLC | 1,059 | $139.6 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,059 | $139.6 萬 | 0.01% | +19+1.8% | 加碼 |
| Hikari Tsushin, Inc. | 1,060 | $139.7 萬 | 0.09% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,062 | $140.0 萬 | 0.02% | +108+11.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,064 | $140.2 萬 | 0.02% | −283−21.0% | 減碼 |
| Vestcor Inc | 1,070 | $141.0 萬 | 0.04% | −92−7.9% | 減碼 |
| GAMMA Investing LLC | 1,073 | $141.4 萬 | 0.08% | +57+5.6% | 加碼 |
| MUFG Securities EMEA plc | 1,079 | $142.2 萬 | 0.04% | +913+550.0% | 加碼 |
| Paragon Capital Management Inc | 1,087 | $143.3 萬 | 1.07% | −31−2.8% | 減碼 |
| Meeder Advisory Services, Inc. | 1,100 | $144.9 萬 | 0.07% | −61−5.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,109 | $146.2 萬 | 0.03% | +665+149.8% | 加碼 |
| Haverford Trust Co | 1,120 | $147.6 萬 | 0.01% | −3−0.3% | 減碼 |
| Cavalier Investments, LLC | 2,015 | $149.2 萬 | 0.60% | +86+4.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,124 | $151.7 萬 | 0.01% | +851+311.7% | 加碼 |
| Toroso Investments, LLC | 1,157 | $152.5 萬 | 0.01% | +127+12.3% | 加碼 |
| Hills Bank & Trust Co | 1,166 | $153.7 萬 | 0.09% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 1,182 | $155.8 萬 | 0.02% | +8+0.7% | 加碼 |
| Merit Financial Group, LLC | 1,189 | $156.7 萬 | 0.01% | +22+1.9% | 加碼 |
| Catalytic Wealth RIA, LLC | 1,190 | $156.8 萬 | 0.05% | +644+117.9% | 加碼 |
| Wolverine Asset Management LLC | 1,191 | $157.0 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 1,191 | $157.0 萬 | 0.04% | +62+5.5% | 加碼 |
| Renaissance Technologies LLC | 1,200 | $158.2 萬 | 0.00% | −49,300−97.6% | 減碼 |
| Ostrum Asset Management | 1,209 | $159.3 萬 | 0.07% | +573+90.1% | 加碼 |
| Gilbert & Cook, Inc. | 1,217 | $160.4 萬 | 0.21% | +156+14.7% | 加碼 |
| RDA Financial Network | 1,225 | $161.5 萬 | 0.40% | +256+26.4% | 加碼 |
| CoreCap Advisors, LLC | 1,234 | $162.6 萬 | 0.06% | +229+22.8% | 加碼 |
| Integrated Advisors Network LLC | 1,271 | $167.5 萬 | 0.07% | +7+0.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,288 | $169.8 萬 | 0.17% | −5−0.4% | 減碼 |
| Glenmede Investment Management, LP | 1,307 | $172.3 萬 | 0.01% | −1,477−53.1% | 減碼 |
| Accretive Wealth Partners, LLC | 1,324 | $174.5 萬 | 0.53% | +13+1.0% | 加碼 |
| Radnor Capital Management, LLC | 1,332 | $175.6 萬 | 0.27% | +77+6.1% | 加碼 |
| Nomura Holdings Inc | 1,352 | $178.2 萬 | 0.01% | +1,352 | 新進 |
| RSM US Wealth Management LLC | 1,355 | $178.6 萬 | 0.02% | −39−2.8% | 減碼 |
| United Capital Financial Advisers, LLC | 1,355 | $178.6 萬 | 0.01% | +16+1.2% | 加碼 |
| Brinker Capital Investments, LLC | 1,356 | $178.7 萬 | 0.01% | −24−1.7% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,362 | $179.5 萬 | 0.91% | +1,362 | 新進 |
| MONECO Advisors, LLC | 1,364 | $179.8 萬 | 0.15% | −4−0.3% | 減碼 |