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 |
|---|---|---|---|---|---|
| VestGen Advisors, LLC | 1,386 | $182.6 萬 | 0.06% | +286+26.0% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 1,400 | $184.5 萬 | 0.15% | +200+16.7% | 加碼 |
| Virtu Financial LLC | 1,404 | $185.0 萬 | 0.10% | +1,404 | 新進 |
| Plato Investment Management Ltd | 1,430 | $187.0 萬 | 0.13% | +267+23.0% | 加碼 |
| Kornitzer Capital Management Inc | 1,446 | $190.6 萬 | 0.04% | −500−25.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,455 | $191.8 萬 | 0.13% | −26−1.8% | 減碼 |
| Great Lakes Advisors, LLC | 1,475 | $194.4 萬 | 0.02% | −1,527−50.9% | 減碼 |
| Ascent Group, LLC | 1,481 | $195.3 萬 | 0.07% | +156+11.8% | 加碼 |
| Oppenheimer & Co Inc | 1,488 | $196.1 萬 | 0.02% | −65−4.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 1,500 | $197.7 萬 | 0.30% | +1,500 | 新進 |
| Western Financial Corp | 1,501 | $197.8 萬 | 0.86% | +46+3.2% | 加碼 |
| Jones Financial Companies LLLP | 1,532 | $198.5 萬 | 0.00% | +245+19.0% | 加碼 |
| Blue Fin Capital, Inc. | 1,509 | $198.8 萬 | 0.31% | +67+4.6% | 加碼 |
| Centaurus Financial, Inc. | 1,509 | $198.9 萬 | 0.09% | −21−1.4% | 減碼 |
| MUFG Securities Americas Inc. | 1,520 | $200.3 萬 | 0.13% | +275+22.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,520 | $200.3 萬 | 0.02% | +469+44.6% | 加碼 |
| Greenleaf Trust | 1,522 | $200.6 萬 | 0.02% | −41−2.6% | 減碼 |
| Accurate Wealth Management, LLC | 1,555 | $204.1 萬 | 0.27% | +1,555 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,551 | $204.4 萬 | 0.01% | −11−0.7% | 減碼 |
| Alaethes Wealth LLC | 1,579 | $208.1 萬 | 0.59% | +60+3.9% | 加碼 |
| CSM Advisors, LLC | 1,591 | $209.3 萬 | 0.06% | +1,430+888.2% | 加碼 |
| Guerra Pan Advisors, LLC | 1,609 | $212.1 萬 | 1.28% | 00.0% | 不變 |
| Aurora Investment Managers, LLC. | 1,652 | $217.8 萬 | 1.18% | −3−0.2% | 減碼 |
| Diversified Trust Co | 1,659 | $218.7 萬 | 0.04% | −2,071−55.5% | 減碼 |
| BNP Paribas | 1,716 | $221.7 萬 | 0.07% | +451+35.7% | 加碼 |
| PFG Advisors | 1,685 | $222.1 萬 | 0.09% | +265+18.7% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $224.1 萬 | 0.06% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 1,741 | $224.5 萬 | 0.05% | −270−13.4% | 減碼 |
| Element Squared LLC | 1,703 | $224.5 萬 | 1.28% | +161+10.4% | 加碼 |
| Geneva Partners, LLC | 1,710 | $225.4 萬 | 0.82% | −3,164−64.9% | 減碼 |
| Sit Investment Associates Inc | 1,716 | $226.2 萬 | 0.05% | +6+0.4% | 加碼 |
| Summit Trail Advisors, LLC | 1,729 | $227.9 萬 | 0.03% | −52−2.9% | 減碼 |
| Jane Street Group, LLC | 1,733 | $228.4 萬 | 0.00% | +1,733 | 新進 |
| Paragon Advisors, LLC | 1,772 | $233.6 萬 | 0.60% | −197−10.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,795 | $236.6 萬 | 0.03% | +3+0.2% | 加碼 |
| Gallo Partners, LP | 1,802 | $237.5 萬 | 1.79% | −499−21.7% | 減碼 |
| Horizon Investments, LLC | 1,804 | $237.8 萬 | 0.03% | +396+28.1% | 加碼 |
| Resources Management Corp | 1,841 | $242.6 萬 | 0.31% | +1,211+192.2% | 加碼 |
| Hixon Zuercher, LLC | 1,890 | $249.1 萬 | 0.76% | −38−2.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,893 | $249.5 萬 | 0.09% | +108+6.1% | 加碼 |
| Empirical Finance, LLC | 1,900 | $250.4 萬 | 0.12% | +21+1.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 1,900 | $250.5 萬 | 0.01% | −221−10.4% | 減碼 |
| Metis Global Partners, LLC | 1,904 | $251.0 萬 | 0.06% | −99−4.9% | 減碼 |
| Pitcairn Co | 1,909 | $251.6 萬 | 0.20% | −929−32.7% | 減碼 |
| Roundview Capital LLC | 1,919 | $252.9 萬 | 0.16% | +80+4.4% | 加碼 |
| Diversify Wealth Management, LLC | 1,970 | $256.1 萬 | 0.15% | +68+3.6% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,948 | $256.8 萬 | 1.28% | −11−0.6% | 減碼 |
| Allianz Asset Management GmbH | 1,975 | $260.3 萬 | 0.00% | +193+10.8% | 加碼 |
| HCR Wealth Advisors | 2,033 | $261.1 萬 | 0.27% | +155+8.3% | 加碼 |
| Omers Administration Corp | 1,994 | $262.8 萬 | 0.02% | 00.0% | 不變 |
| Aspiriant, LLC | 2,000 | $263.6 萬 | 0.08% | −6−0.3% | 減碼 |
| Capstone Investment Advisors, LLC | 2,000 | $263.6 萬 | 0.02% | +250+14.3% | 加碼 |
| Allstate Corp | 2,039 | $268.7 萬 | 0.06% | +2,039 | 新進 |
| GWM Advisors LLC | 2,045 | $269.5 萬 | 0.01% | −19−0.9% | 減碼 |
| Davidson Capital Management Inc. | 2,046 | $269.7 萬 | 0.60% | +2,046 | 新進 |
| Tiff Advisory Services Inc | 2,078 | $273.9 萬 | 0.57% | +2,078 | 新進 |
| Cyndeo Wealth Partners, LLC | 2,096 | $276.2 萬 | 0.15% | −27−1.3% | 減碼 |
| WoodTrust Financial Corp | 2,125 | $280.0 萬 | 0.33% | −50−2.3% | 減碼 |
| Thrivent Financial for Lutherans | 2,171 | $286.1 萬 | 0.01% | −1,103−33.7% | 減碼 |
| We Are One Seven, LLC | 2,174 | $286.5 萬 | 0.07% | +297+15.8% | 加碼 |
| Captrust Financial Advisors | 2,194 | $289.1 萬 | 0.01% | +213+10.8% | 加碼 |
| Level Four Advisory Services, LLC | 2,206 | $290.8 萬 | 0.10% | −85−3.7% | 減碼 |
| Mainstay Capital Management LLC | 2,218 | $292.3 萬 | 0.29% | −2,154−49.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,230 | $293.9 萬 | 0.01% | −10−0.4% | 減碼 |
| X-Square Capital, LLC | 2,246 | $296.0 萬 | 0.92% | +31+1.4% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 2,254 | $297.0 萬 | 0.21% | +161+7.7% | 加碼 |
| Goodman Advisory Group, LLC | 2,285 | $301.2 萬 | 0.75% | +312+15.8% | 加碼 |
| Clearbridge Investments, LLC | 2,304 | $303.7 萬 | 0.00% | +2,304 | 新進 |
| Kestra Advisory Services, LLC | 2,322 | $306.1 萬 | 0.01% | −1,707−42.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,327 | $306.7 萬 | 0.01% | −1,547−39.9% | 減碼 |
| Commerce Bank | 2,327 | $306.7 萬 | 0.02% | +259+12.5% | 加碼 |
| Rockingstone Advisors LLC | 2,354 | $310.3 萬 | 1.53% | +28+1.2% | 加碼 |
| Family Legacy, Inc. | 2,386 | $314.5 萬 | 0.96% | +11+0.5% | 加碼 |
| Boothbay Fund Management, LLC | 2,396 | $315.8 萬 | 0.08% | +1,068+80.4% | 加碼 |
| Mercer Global Advisors Inc | 2,414 | $318.2 萬 | 0.01% | +154+6.8% | 加碼 |
| Private Advisor Group, LLC | 2,420 | $319.0 萬 | 0.02% | −192−7.4% | 減碼 |
| SG Americas Securities, LLC | 2,439 | $321.5 萬 | 0.01% | −20,515−89.4% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 2,128 | $323.6 萬 | 0.17% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,471 | $325.7 萬 | 0.05% | −1,267−33.9% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,478 | $326.6 萬 | 0.29% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 2,520 | $329.0 萬 | 0.02% | +465+22.6% | 加碼 |
| Lido Advisors, LLC | 2,498 | $329.3 萬 | 0.01% | +230+10.1% | 加碼 |
| New Mexico Educational Retirement Board | 2,500 | $329.5 萬 | 0.10% | −100−3.8% | 減碼 |
| Glenview Trust Co | 2,521 | $332.3 萬 | 0.05% | +474+23.2% | 加碼 |
| Generali Asset Management SPA SGR | 2,528 | $333.2 萬 | 0.07% | +2+0.1% | 加碼 |
| Eisler Capital Management Ltd. | 2,670 | $338.6 萬 | 0.08% | −16,660−86.2% | 減碼 |
| Atria Investments LLC | 2,570 | $338.7 萬 | 0.04% | −1,358−34.6% | 減碼 |
| Allianz SE | 2,594 | $341.9 萬 | 0.07% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 2,598 | $342.4 萬 | 0.00% | +83+3.3% | 加碼 |
| Mezzasalma Advisors, LLC | 2,629 | $346.5 萬 | 0.89% | −3−0.1% | 減碼 |
| Whitford Management LLC | 2,638 | $347.6 萬 | 3.50% | −817−23.6% | 減碼 |
| Banco Santander, S.A. | 2,662 | $350.9 萬 | 0.03% | +172+6.9% | 加碼 |
| Texas Yale Capital Corp. | 2,686 | $354.0 萬 | 0.11% | 00.0% | 不變 |
| Bokf, NA | 2,715 | $357.8 萬 | 0.05% | −210−7.2% | 減碼 |
| Securian Asset Management, Inc | 2,743 | $361.5 萬 | 0.10% | −193−6.6% | 減碼 |
| Maryland State Retirement & Pension System | 2,756 | $363.2 萬 | 0.08% | +69+2.6% | 加碼 |
| Steamboat Capital Partners, LLC | 2,760 | $363.8 萬 | 0.95% | −168−5.7% | 減碼 |
| Allen Operations LLC | 2,764 | $364.3 萬 | 0.43% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 2,805 | $369.7 萬 | 0.16% | +31+1.1% | 加碼 |
| Occudo Quantitative Strategies LP | 2,811 | $370.5 萬 | 0.45% | +2,811 | 新進 |