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 4 季 13F 持有人
TransDigm Group INC 在 2025/12/31 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
- 1,133
- 較 2025 年第 3 季 +79 家
- 持有股數
- 5,379 萬
- 較 2025 年第 3 季 +24.6 萬 (+0.5%)
- 總市值
- $715.1 億
- 較 2025 年第 3 季 +$9.91 億 (+1.4%)
- 新進機構
- 180
- 另有 386 家加碼
- 清倉機構
- 101
- 另有 367 家減碼
另有 19 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nuveen, LLC | 215,810 | $2.87 億 | 0.08% | −35,379−14.1% | 減碼 |
| Canada Pension Plan Investment Board | 230,999 | $3.07 億 | 0.21% | +9,192+4.1% | 加碼 |
| Vulcan Value Partners, LLC | 240,620 | $3.20 億 | 5.77% | −9,023−3.6% | 減碼 |
| Point72 Asset Management, L.P. | 252,781 | $3.36 億 | 0.53% | +252,281+50,456.2% | 加碼 |
| UBS Asset Management Americas Inc | 289,814 | $3.85 億 | 0.08% | +12,881+4.7% | 加碼 |
| Bank of America Corp | 292,323 | $3.89 億 | 0.03% | −64,747−18.1% | 減碼 |
| Goldman Sachs Group Inc | 293,092 | $3.90 億 | 0.06% | −39,197−11.8% | 減碼 |
| Legal & General Group Plc | 309,790 | $4.12 億 | 0.09% | −3,812−1.2% | 減碼 |
| Bank of New York Mellon Corp | 321,608 | $4.28 億 | 0.08% | +49,179+18.1% | 加碼 |
| Franklin Resources Inc | 376,593 | $5.01 億 | 0.12% | −98,896−20.8% | 減碼 |
| Charles Schwab Investment Management Inc | 396,578 | $5.27 億 | 0.08% | +8,451+2.2% | 加碼 |
| Primecap Management Co | 410,217 | $5.46 億 | 0.41% | −175,156−29.9% | 減碼 |
| Invesco Ltd. | 427,968 | $5.69 億 | 0.05% | +6,087+1.4% | 加碼 |
| Stockbridge Partners LLC | 434,280 | $5.78 億 | 12.71% | −90,953−17.3% | 減碼 |
| Northern Trust Corp | 460,269 | $6.12 億 | 0.08% | −8,674−1.8% | 減碼 |
| UBS Group AG | 464,509 | $6.18 億 | 0.12% | +2,172+0.5% | 加碼 |
| Windacre Partnership LLC | 566,100 | $7.53 億 | 8.07% | −46,400−7.6% | 減碼 |
| Edgewood Management LLC | 581,412 | $7.73 億 | 3.68% | −55,429−8.7% | 減碼 |
| Soroban Capital Partners LP | 747,970 | $9.86 億 | 7.21% | +166,865+28.7% | 加碼 |
| Price T Rowe Associates Inc | 746,559 | $9.93 億 | 0.11% | −2,154−0.3% | 減碼 |
| Norges Bank | 771,208 | $10.3 億 | 0.11% | +771,208 | 新進 |
| Morgan Stanley | 852,237 | $11.3 億 | 0.07% | −31,659−3.6% | 減碼 |
| Altarock Partners LLC | 969,400 | $12.9 億 | 25.28% | −6,992−0.7% | 減碼 |
| JPMorgan Chase & Co | 993,009 | $13.2 億 | 0.09% | −269,307−21.3% | 減碼 |
| Geode Capital Management, LLC | 1,231,871 | $16.3 億 | 0.10% | −1910.0% | 減碼 |
| FMR LLC | 1,619,293 | $21.5 億 | 0.11% | −663,137−29.1% | 減碼 |
| Principal Financial Group Inc | 2,166,523 | $28.8 億 | 1.47% | −213,293−9.0% | 減碼 |
| State Street Corp | 2,456,186 | $32.7 億 | 0.11% | +67,348+2.8% | 加碼 |
| Capital Research Global Investors | 2,476,661 | $32.9 億 | 0.61% | +268,824+12.2% | 加碼 |
| Capital World Investors | 3,954,512 | $52.6 億 | 0.72% | +15,825+0.4% | 加碼 |
| BlackRock, Inc. | 4,298,292 | $57.2 億 | 0.10% | +102,522+2.4% | 加碼 |
| Capital International Investors | 6,544,423 | $87.0 億 | 1.36% | +55,230+0.9% | 加碼 |
| Vanguard Group Inc | 6,799,539 | $90.4 億 | 0.13% | −15,399−0.2% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −30,800−100.0% | 清倉 |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −13,599−100.0% | 清倉 |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −11,807−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,046−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −5,985−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −5,141−100.0% | 清倉 |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −4,980−100.0% | 清倉 |
| Groupe la Francaise | 0 | $0 | 0.00% | −4,700−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,659−100.0% | 清倉 |
| AMS Capital Ltda | 0 | $0 | 0.00% | −4,238−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −4,116−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,715−100.0% | 清倉 |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −3,468−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −3,428−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,811−100.0% | 清倉 |
| Tiff Advisory Services Inc | 0 | $0 | 0.00% | −2,078−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −1,909−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −1,900−100.0% | 清倉 |
| Gallo Partners, LP | 0 | $0 | 0.00% | −1,802−100.0% | 清倉 |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −1,710−100.0% | 清倉 |
| Element Squared LLC | 0 | $0 | 0.00% | −1,703−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,555−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,404−100.0% | 清倉 |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −1,364−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,362−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,191−100.0% | 清倉 |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −2,015−100.0% | 清倉 |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −921−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −913−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −881−100.0% | 清倉 |
| JSF Financial, LLC | 0 | $0 | 0.00% | −815−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −791−100.0% | 清倉 |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −789−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −753−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −749−100.0% | 清倉 |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −722−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −647−100.0% | 清倉 |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −603−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −545−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −512−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −470−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −422−100.0% | 清倉 |
| Little House Capital LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −385−100.0% | 清倉 |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −371−100.0% | 清倉 |
| BlueSpruce Investments, LP | 0 | $0 | 0.00% | −356−100.0% | 清倉 |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −302−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −296−100.0% | 清倉 |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −292−100.0% | 清倉 |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −288−100.0% | 清倉 |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −296−100.0% | 清倉 |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −282−100.0% | 清倉 |
| Severin Investments, LLC | 0 | $0 | 0.00% | −280−100.0% | 清倉 |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −249−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −243−100.0% | 清倉 |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −241−100.0% | 清倉 |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| TFB Advisors LLC | 0 | $0 | 0.00% | −218−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −214−100.0% | 清倉 |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −210−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −207−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |