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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 645 | $85.8 萬 | 0.06% | −160−19.9% | 減碼 |
| Caxton Associates LLP | 652 | $86.7 萬 | 0.02% | −3,741−85.2% | 減碼 |
| First Business Financial Services, Inc. | 652 | $86.7 萬 | 0.08% | 00.0% | 不變 |
| Blue Line Capital, LLC | 653 | $86.8 萬 | 1.03% | +653 | 新進 |
| Syon Capital LLC | 658 | $87.5 萬 | 0.04% | +249+60.9% | 加碼 |
| Canopy Partners, LLC | 666 | $88.6 萬 | 0.29% | −12−1.8% | 減碼 |
| Bennett Selby Investments LP | 666 | $88.6 萬 | 0.29% | +4+0.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 668 | $88.8 萬 | 0.00% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 668 | $88.8 萬 | 0.02% | 00.0% | 不變 |
| St. Louis Trust Co | 669 | $89.0 萬 | 0.10% | +669 | 新進 |
| Bluedoor Private Wealth, LLC | 674 | $89.6 萬 | 0.41% | +674 | 新進 |
| Everhart Financial Group, Inc. | 685 | $91.1 萬 | 0.08% | −56−7.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 690 | $91.7 萬 | 0.04% | −100−12.7% | 減碼 |
| Souders Financial Advisors | 693 | $92.2 萬 | 0.11% | −7−1.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 693 | $92.2 萬 | 0.05% | −41−5.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 667 | $92.4 萬 | 0.09% | −6−0.9% | 減碼 |
| Two Sigma Advisers, LP | 700 | $93.1 萬 | 0.00% | +700 | 新進 |
| Meadow Creek Wealth Advisors LLC | 703 | $93.4 萬 | 0.60% | −39−5.3% | 減碼 |
| Leonteq Securities AG | 703 | $93.5 萬 | 0.05% | −72−9.3% | 減碼 |
| Savant Capital, LLC | 705 | $93.7 萬 | 0.01% | −44−5.9% | 減碼 |
| First Bank & Trust | 723 | $96.1 萬 | 0.16% | −290−28.6% | 減碼 |
| Drake & Associates, LLC | 726 | $96.5 萬 | 0.19% | −5−0.7% | 減碼 |
| Silver Oak Securities, Inc | 740 | $97.4 萬 | 0.07% | +191+34.8% | 加碼 |
| Signaturefd, LLC | 745 | $99.0 萬 | 0.02% | +76+11.4% | 加碼 |
| Verdence Capital Advisors LLC | 749 | $99.6 萬 | 0.06% | +6+0.8% | 加碼 |
| Griffin Asset Management, Inc. | 750 | $99.7 萬 | 0.11% | +750 | 新進 |
| Perigon Wealth Management, LLC | 754 | $100.2 萬 | 0.02% | +6+0.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 754 | $100.3 萬 | 0.01% | −72−8.7% | 減碼 |
| Mangrove Partners | 756 | $100.5 萬 | 0.08% | +756 | 新進 |
| Strong Tower Advisory Services | 757 | $100.7 萬 | 0.18% | +64+9.2% | 加碼 |
| MAI Capital Management | 758 | $100.8 萬 | 0.01% | −1−0.1% | 減碼 |
| HighPoint Advisor Group LLC | 767 | $102.0 萬 | 0.02% | +171+28.7% | 加碼 |
| Capital Planning Advisors, LLC | 769 | $102.3 萬 | 0.14% | −216−21.9% | 減碼 |
| Castleark Management LLC | 770 | $102.4 萬 | 0.03% | 00.0% | 不變 |
| Skylands Capital, LLC | 770 | $102.4 萬 | 0.14% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 970 | $103.2 萬 | 0.02% | +93+10.6% | 加碼 |
| New England Research & Management, Inc. | 777 | $103.3 萬 | 0.45% | −28−3.5% | 減碼 |
| Allred Capital Management, LLC | 778 | $103.5 萬 | 0.37% | −2−0.3% | 減碼 |
| First Manhattan Co | 785 | $104.4 萬 | 0.00% | +255+48.1% | 加碼 |
| Whittier Trust Co | 761 | $105.4 萬 | 0.01% | 00.0% | 不變 |
| Doliver Advisors, LP | 810 | $107.7 萬 | 0.27% | +215+36.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 811 | $107.8 萬 | 0.01% | +276+51.6% | 加碼 |
| FIL Ltd | 811 | $107.9 萬 | 0.00% | −86−9.6% | 減碼 |
| Navalign, LLC | 819 | $108.9 萬 | 0.27% | +52+6.8% | 加碼 |
| Unifi Asset Management LP | 826 | $109.8 萬 | 1.19% | +826 | 新進 |
| Fairway Wealth LLC | 827 | $110.0 萬 | 0.30% | +685+482.4% | 加碼 |
| Nomura Holdings Inc | 837 | $111.3 萬 | 0.00% | −515−38.1% | 減碼 |
| Element Capital Management LLC | 839 | $111.6 萬 | 0.58% | +839 | 新進 |
| Balyasny Asset Management LLC | 843 | $112.1 萬 | 0.00% | +260+44.6% | 加碼 |
| Dark Forest Capital Management LP | 846 | $112.5 萬 | 0.05% | +667+372.6% | 加碼 |
| Tema ETFs LLC | 848 | $112.8 萬 | 0.09% | 00.0% | 不變 |
| NVWM, LLC | 849 | $112.9 萬 | 0.25% | −13−1.5% | 減碼 |
| Traynor Capital Management, Inc. | 852 | $113.3 萬 | 0.06% | +852 | 新進 |
| Checchi Capital Advisers, LLC | 853 | $113.4 萬 | 0.08% | −1−0.1% | 減碼 |
| NBT Bank N A | 855 | $113.7 萬 | 0.07% | 00.0% | 不變 |
| Skopos Labs, Inc. | 865 | $113.8 萬 | 0.05% | +391+82.5% | 加碼 |
| Verus Capital Partners, LLC | 856 | $113.8 萬 | 0.08% | +10+1.2% | 加碼 |
| AdvisorNet Financial, Inc | 857 | $114.0 萬 | 0.06% | +45+5.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 858 | $114.1 萬 | 0.02% | +13+1.5% | 加碼 |
| Wedmont Private Capital | 824 | $114.1 萬 | 0.04% | −17−2.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 863 | $114.8 萬 | 0.02% | −1−0.1% | 減碼 |
| TFR Capital, LLC. | 871 | $115.8 萬 | 0.38% | −52−5.6% | 減碼 |
| Coldstream Capital Management Inc | 878 | $116.8 萬 | 0.02% | +156+21.6% | 加碼 |
| Xxi Wealth, LLC | 883 | $117.4 萬 | 0.71% | +883 | 新進 |
| Whittier Trust Co of Nevada Inc | 853 | $118.1 萬 | 0.02% | −4−0.5% | 減碼 |
| Apollon Wealth Management, LLC | 891 | $118.4 萬 | 0.02% | −5−0.6% | 減碼 |
| Park Avenue Securities LLC | 893 | $118.8 萬 | 0.01% | +32+3.7% | 加碼 |
| Sumitomo Life Insurance Co | 900 | $119.7 萬 | 0.03% | +7+0.8% | 加碼 |
| YHB Investment Advisors, Inc. | 906 | $120.5 萬 | 0.08% | −42−4.4% | 減碼 |
| Cross Staff Investments Inc | 912 | $121.3 萬 | 0.74% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 916 | $121.8 萬 | 0.02% | +2+0.2% | 加碼 |
| Parallel Advisors, LLC | 916 | $121.9 萬 | 0.02% | −12−1.3% | 減碼 |
| EP Wealth Advisors, LLC | 918 | $122.1 萬 | 0.01% | +918 | 新進 |
| PFG Advisors | 923 | $122.7 萬 | 0.06% | −762−45.2% | 減碼 |
| GF Fund Management Co. Ltd. | 925 | $123.0 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 932 | $124.0 萬 | 0.00% | +44+5.0% | 加碼 |
| Huntington National Bank | 935 | $124.3 萬 | 0.01% | +22+2.4% | 加碼 |
| Fidelis Capital Partners, LLC | 936 | $124.5 萬 | 0.09% | −41−4.2% | 減碼 |
| Circle Wealth Management, LLC | 938 | $124.7 萬 | 0.02% | +222+31.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 943 | $125.4 萬 | 0.04% | −18−1.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 976 | $129.8 萬 | 0.02% | −88−8.3% | 減碼 |
| Sapient Capital LLC | 1,008 | $132.7 萬 | 0.02% | +147+17.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 1,006 | $133.7 萬 | 0.03% | +37+3.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 1,009 | $134.1 萬 | 0.03% | +30+3.1% | 加碼 |
| McHugh Group, LLC | 1,010 | $134.3 萬 | 0.76% | 00.0% | 不變 |
| Paragon Capital Management Inc | 1,014 | $134.8 萬 | 1.04% | −73−6.7% | 減碼 |
| Benjamin Edwards Inc | 1,034 | $137.5 萬 | 0.02% | −28−2.6% | 減碼 |
| CORDA Investment Management, LLC. | 1,040 | $138.3 萬 | 0.10% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 1,041 | $138.4 萬 | 0.00% | +6+0.6% | 加碼 |
| Siemens Fonds Invest GmbH | 1,061 | $139.7 萬 | 0.07% | +278+35.5% | 加碼 |
| Hikari Tsushin, Inc. | 1,060 | $141.0 萬 | 0.09% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,072 | $142.6 萬 | 0.03% | +558+108.6% | 加碼 |
| Vontobel Holding Ltd. | 1,077 | $143.2 萬 | 0.00% | −2,091−66.0% | 減碼 |
| QRG Capital Management, Inc. | 1,082 | $143.8 萬 | 0.02% | +182+20.2% | 加碼 |
| Wellington Management Group LLP | 1,105 | $146.9 萬 | 0.00% | −1,804−62.0% | 減碼 |
| Vise Technologies, Inc. | 1,109 | $147.5 萬 | 0.03% | +167+17.7% | 加碼 |
| Ostrum Asset Management | 1,112 | $147.9 萬 | 0.07% | −97−8.0% | 減碼 |
| Anchor Investment Management, LLC | 1,112 | $147.9 萬 | 0.12% | +1,112 | 新進 |
| Vision Retirement, LLC | 1,121 | $149.1 萬 | 0.40% | +1,121 | 新進 |
| Haverford Trust Co | 1,123 | $149.3 萬 | 0.01% | +3+0.3% | 加碼 |