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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 6,149 | $810.4 萬 | 0.05% | −8−0.1% | 減碼 |
| State of Alaska, Department of Revenue | 6,160 | $811.9 萬 | 0.08% | −160−2.5% | 減碼 |
| Ancora Advisors, LLC | 6,183 | $814.9 萬 | 0.16% | +19+0.3% | 加碼 |
| Eastern Bank | 6,198 | $816.9 萬 | 0.15% | +6,120+7,846.2% | 加碼 |
| Pennant Select, LLC | 6,200 | $817.2 萬 | 5.14% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 6,213 | $818.9 萬 | 0.24% | +876+16.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,224 | $820.3 萬 | 0.05% | +128+2.1% | 加碼 |
| ASR Vermogensbeheer N.V. | 6,250 | $823.7 萬 | 0.10% | −7−0.1% | 減碼 |
| Q Global Advisors, LLC | 6,276 | $827.2 萬 | 12.99% | 00.0% | 不變 |
| Macquarie Group Ltd | 6,291 | $829.1 萬 | 0.01% | −440−6.5% | 減碼 |
| Wealthfront Advisers LLC | 6,299 | $830.2 萬 | 0.02% | −591−8.6% | 減碼 |
| Mackenzie Financial Corp | 6,377 | $840.5 萬 | 0.01% | +898+16.4% | 加碼 |
| Equitable Trust Co | 6,399 | $843.4 萬 | 0.39% | +28+0.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 6,445 | $849.5 萬 | 0.11% | +1,620+33.6% | 加碼 |
| Swiss Life Asset Management Ltd | 6,634 | $874.4 萬 | 0.05% | +474+7.7% | 加碼 |
| Yousif Capital Management, LLC | 6,732 | $887.3 萬 | 0.09% | −378−5.3% | 減碼 |
| JustInvest LLC | 6,808 | $897.4 萬 | 0.09% | −269−3.8% | 減碼 |
| Cerity Partners LLC | 6,827 | $899.9 萬 | 0.01% | +62+0.9% | 加碼 |
| Mediolanum International Funds Ltd | 6,985 | $900.6 萬 | 0.09% | +382+5.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,877 | $906.5 萬 | 0.01% | +1,079+18.6% | 加碼 |
| Legal Advantage Investments, Inc. | 6,882 | $907.1 萬 | 4.08% | +355+5.4% | 加碼 |
| Janus Henderson Group PLC | 6,891 | $907.7 萬 | 0.00% | −100−1.4% | 減碼 |
| Delta Investment Management, LLC | 6,972 | $918.9 萬 | 1.65% | −421−5.7% | 減碼 |
| Advisor Group Holdings, Inc. | 6,794 | $922.3 萬 | 0.01% | +415+6.5% | 加碼 |
| Quest Investment Management LLC | 7,065 | $931.2 萬 | 0.98% | +1,441+25.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 7,170 | $945.0 萬 | 0.05% | −690−8.8% | 減碼 |
| AIA Group Ltd | 7,215 | $951.0 萬 | 0.17% | +3,287+83.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 7,230 | $953.0 萬 | 0.11% | +5,520+322.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,261 | $957.0 萬 | 0.04% | −136−1.8% | 減碼 |
| Vident Advisory, LLC | 7,297 | $961.7 萬 | 0.09% | +181+2.5% | 加碼 |
| Spinecap SAS | 7,322 | $964.9 萬 | 4.25% | +7,322 | 新進 |
| Brasada Capital Management, LP | 7,542 | $968.2 萬 | 1.65% | −313−4.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 7,387 | $973.6 萬 | 0.08% | +500+7.3% | 加碼 |
| DuPont Capital Management Corp | 7,551 | $995.2 萬 | 1.03% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 7,569 | $997.6 萬 | 0.01% | −14,202−65.2% | 減碼 |
| Pathstone Holdings, LLC | 7,574 | $998.4 萬 | 0.04% | +211+2.9% | 加碼 |
| New York Life Investment Management LLC | 7,653 | $1,009 萬 | 0.09% | +12+0.2% | 加碼 |
| Advisory Services Network, LLC | 7,703 | $1,015 萬 | 0.15% | −529−6.4% | 減碼 |
| Symmetry Investments LP | 7,744 | $1,021 萬 | 0.83% | −30,839−79.9% | 減碼 |
| CIBC Bancorp USA Inc. | 7,768 | $1,024 萬 | 0.06% | +7,768 | 新進 |
| CIBC Asset Management Inc | 7,775 | $1,025 萬 | 0.03% | +8+0.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,803 | $1,028 萬 | 0.08% | −877−10.1% | 減碼 |
| Dilation Capital Management LP | 7,843 | $1,034 萬 | 5.12% | +1,600+25.6% | 加碼 |
| British Columbia Investment Management Corp | 8,087 | $1,066 萬 | 0.06% | −740−8.4% | 減碼 |
| Smith, Salley & Associates | 8,111 | $1,069 萬 | 0.55% | −29−0.4% | 減碼 |
| Xponance, Inc. | 8,372 | $1,103 萬 | 0.09% | −380−4.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,447 | $1,113 萬 | 0.28% | −2,133−20.2% | 減碼 |
| Teacher Retirement System of Texas | 8,669 | $1,143 萬 | 0.05% | −1,160−11.8% | 減碼 |
| Daiwa Securities Group Inc. | 8,824 | $1,163 萬 | 0.04% | +328+3.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 8,900 | $1,173 萬 | 0.09% | +510+6.1% | 加碼 |
| Red Door Wealth Management, LLC | 8,951 | $1,180 萬 | 1.25% | +237+2.7% | 加碼 |
| Asset Planning,Inc | 9,056 | $1,194 萬 | 8.64% | +247+2.8% | 加碼 |
| Utah Retirement Systems | 9,134 | $1,204 萬 | 0.12% | +138+1.5% | 加碼 |
| Creative Planning | 9,185 | $1,211 萬 | 0.01% | −2,088−18.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 9,206 | $1,213 萬 | 0.11% | +1,919+26.3% | 加碼 |
| Oak Ridge Investments LLC | 9,325 | $1,229 萬 | 0.79% | +225+2.5% | 加碼 |
| USS Investment Management Ltd | 9,643 | $1,271 萬 | 0.06% | 00.0% | 不變 |
| Stephens Inc | 9,985 | $1,316 萬 | 0.17% | +833+9.1% | 加碼 |
| Pittenger & Anderson Inc | 10,012 | $1,320 萬 | 0.48% | +194+2.0% | 加碼 |
| Calamos Advisors LLC | 10,046 | $1,324 萬 | 0.05% | +3,246+47.7% | 加碼 |
| Fairbanks Capital Management, Inc. | 10,181 | $1,342 萬 | 7.27% | −26−0.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 10,331 | $1,344 萬 | 0.02% | −6,205−37.5% | 減碼 |
| Fifth Third Bancorp | 10,687 | $1,409 萬 | 0.05% | −257−2.3% | 減碼 |
| Broad Run Investment Management, LLC | 10,801 | $1,424 萬 | 2.33% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,852 | $1,430 萬 | 0.03% | +1,189+12.3% | 加碼 |
| Bank of Nova Scotia | 10,865 | $1,432 萬 | 0.03% | −405−3.6% | 減碼 |
| Linonia Partnership LP | 11,022 | $1,453 萬 | 0.38% | 00.0% | 不變 |
| Pragma Gestao de Patrimonio Ltd | 11,190 | $1,475 萬 | 6.35% | +1,800+19.2% | 加碼 |
| Amalgamated Bank | 11,301 | $1,490 萬 | 0.11% | −91−0.8% | 減碼 |
| Man Group plc | 11,401 | $1,503 萬 | 0.03% | +2,191+23.8% | 加碼 |
| Pinnacle Financial Partners Inc | 11,714 | $1,544 萬 | 0.37% | −1,257−9.7% | 減碼 |
| Forsta Ap-Fonden | 11,800 | $1,555 萬 | 0.09% | +600+5.4% | 加碼 |
| Susquehanna Advisors Group, Inc. | 11,807 | $1,556 萬 | 0.48% | +11,807 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 11,831 | $1,559 萬 | 0.05% | −59−0.5% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 11,834 | $1,560 萬 | 12.22% | +2,995+33.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 12,020 | $1,584 萬 | 0.10% | +1,000+9.1% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 12,108 | $1,596 萬 | 0.08% | +366+3.1% | 加碼 |
| Voya Investment Management LLC | 12,453 | $1,641 萬 | 0.02% | −66,160−84.2% | 減碼 |
| PYA Waltman Capital, LLC | 12,479 | $1,645 萬 | 4.41% | +672+5.7% | 加碼 |
| Rafferty Asset Management, LLC | 12,857 | $1,695 萬 | 0.05% | +1,854+16.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,532 | $1,784 萬 | 0.09% | −200,243−93.7% | 減碼 |
| Owl Creek Asset Management, L.P. | 13,599 | $1,792 萬 | 2.04% | +13,599 | 新進 |
| Gilder Gagnon Howe & Co LLC | 13,944 | $1,838 萬 | 0.19% | +1,110+8.6% | 加碼 |
| GW&K Investment Management, LLC | 13,970 | $1,841 萬 | 0.16% | −1,236−8.1% | 減碼 |
| AQR Capital Management LLC | 14,305 | $1,853 萬 | 0.01% | −338−2.3% | 減碼 |
| Czech National Bank | 14,312 | $1,886 萬 | 0.13% | +583+4.2% | 加碼 |
| Los Angeles Capital Management LLC | 14,324 | $1,888 萬 | 0.06% | +364+2.6% | 加碼 |
| Capital Group Private Client Services, Inc. | 14,325 | $1,888 萬 | 0.32% | −43,833−75.4% | 減碼 |
| Goodnow Investment Group, LLC | 14,347 | $1,891 萬 | 1.81% | +20+0.1% | 加碼 |
| MetLife Investment Management | 14,425 | $1,901 萬 | 0.09% | −314−2.1% | 減碼 |
| National Bank of Canada | 14,822 | $1,954 萬 | 0.02% | −24,442−62.3% | 減碼 |
| Citadel Advisors LLC | 14,940 | $1,969 萬 | 0.02% | +2,177+17.1% | 加碼 |
| Mariner, LLC | 14,978 | $1,974 萬 | 0.03% | −1,344−8.2% | 減碼 |
| Credit Agricole S A | 14,992 | $1,976 萬 | 0.07% | +14,992 | 新進 |
| Rheos Capital Works Inc. | 15,000 | $1,977 萬 | 1.11% | 00.0% | 不變 |
| Bluegrass Capital Partners LP | 15,500 | $2,043 萬 | 13.37% | +3,000+24.0% | 加碼 |
| HighTower Advisors, LLC | 15,949 | $2,102 萬 | 0.02% | +560+3.6% | 加碼 |
| Arizona State Retirement System | 16,404 | $2,162 萬 | 0.12% | +9+0.1% | 加碼 |
| Nisa Investment Advisors, LLC | 16,602 | $2,188 萬 | 0.08% | −6,449−28.0% | 減碼 |
| Comerica Bank | 17,211 | $2,269 萬 | 0.09% | −831−4.6% | 減碼 |