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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 2,282 | $303.5 萬 | 0.03% | −2,109−48.0% | 減碼 |
| Captrust Financial Advisors | 2,290 | $304.6 萬 | 0.01% | +96+4.4% | 加碼 |
| Erste Asset Management GmbH | 2,329 | $306.5 萬 | 0.03% | +1,865+401.9% | 加碼 |
| Phoenix Holdings Ltd. | 2,315 | $307.8 萬 | 0.03% | −644−21.8% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 2,322 | $308.8 萬 | 0.14% | +194+9.1% | 加碼 |
| Clearbridge Investments, LLC | 2,342 | $311.5 萬 | 0.00% | +38+1.6% | 加碼 |
| Alaethes Wealth LLC | 2,343 | $311.6 萬 | 0.88% | +764+48.4% | 加碼 |
| Mainstay Capital Management LLC | 2,376 | $316.0 萬 | 0.24% | +158+7.1% | 加碼 |
| Family Legacy, Inc. | 2,394 | $318.4 萬 | 0.95% | +8+0.3% | 加碼 |
| Pier 88 Investment Partners LLC | 2,400 | $319.2 萬 | 0.71% | +2,400 | 新進 |
| We Are One Seven, LLC | 2,405 | $319.9 萬 | 0.07% | +231+10.6% | 加碼 |
| Rockingstone Advisors LLC | 2,451 | $325.9 萬 | 1.49% | +97+4.1% | 加碼 |
| Third View Private Wealth, LLC | 2,451 | $325.9 萬 | 0.44% | +2,451 | 新進 |
| Knollwood Investment Advisory, LLC | 2,478 | $329.5 萬 | 0.31% | 00.0% | 不變 |
| Walter Public Investments Inc. | 2,490 | $331.1 萬 | 0.59% | +2,490 | 新進 |
| Generali Asset Management SPA SGR | 2,497 | $332.1 萬 | 0.07% | −31−1.2% | 減碼 |
| Tudor Investment Corp Et Al | 2,512 | $334.1 萬 | 0.02% | +2,512 | 新進 |
| Mercer Global Advisors Inc | 2,519 | $335.0 萬 | 0.01% | +105+4.3% | 加碼 |
| Lido Advisors, LLC | 2,542 | $335.4 萬 | 0.01% | +44+1.8% | 加碼 |
| Private Advisor Group, LLC | 2,529 | $336.3 萬 | 0.02% | +109+4.5% | 加碼 |
| Allianz SE | 2,594 | $345.0 萬 | 0.04% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 2,626 | $345.7 萬 | 0.03% | −4,359−62.4% | 減碼 |
| New Mexico Educational Retirement Board | 2,600 | $345.8 萬 | 0.10% | +100+4.0% | 加碼 |
| MML Investors Services, LLC | 2,604 | $346.3 萬 | 0.01% | −393−13.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,636 | $347.5 萬 | 0.02% | +116+4.6% | 加碼 |
| Banco Santander, S.A. | 2,641 | $351.2 萬 | 0.03% | −21−0.8% | 減碼 |
| Commonwealth Equity Services, LLC | 2,641 | $351.2 萬 | 0.00% | +43+1.7% | 加碼 |
| Marks Group Wealth Management, Inc | 2,670 | $355.1 萬 | 0.34% | −221−7.6% | 減碼 |
| Level Four Advisory Services, LLC | 2,674 | $355.7 萬 | 0.12% | +468+21.2% | 加碼 |
| Jane Street Group, LLC | 2,686 | $357.2 萬 | 0.00% | +953+55.0% | 加碼 |
| Clearstead Advisors, LLC | 2,705 | $359.7 萬 | 0.05% | +234+9.5% | 加碼 |
| Texas Yale Capital Corp. | 2,716 | $361.2 萬 | 0.11% | +30+1.1% | 加碼 |
| Catalyst Capital Advisors LLC | 2,726 | $362.5 萬 | 0.07% | −130−4.6% | 減碼 |
| Steamboat Capital Partners, LLC | 2,749 | $365.6 萬 | 1.00% | −11−0.4% | 減碼 |
| Woodline Partners LP | 2,754 | $366.2 萬 | 0.01% | −703−20.3% | 減碼 |
| Maryland State Retirement & Pension System | 2,756 | $366.5 萬 | 0.08% | 00.0% | 不變 |
| Allen Operations LLC | 2,764 | $367.6 萬 | 0.46% | 00.0% | 不變 |
| Cloverfields Capital Group, LP | 2,775 | $369.0 萬 | 1.14% | −165−5.6% | 減碼 |
| David R. Rahn & Associates Inc. | 2,782 | $370.0 萬 | 0.89% | +2,102+309.1% | 加碼 |
| Graham Capital Management, L.P. | 2,800 | $372.4 萬 | 0.13% | +2,800 | 新進 |
| Hudson Bay Capital Management LP | 2,800 | $372.4 萬 | 0.02% | +2,800 | 新進 |
| Intech Investment Management LLC | 2,802 | $372.6 萬 | 0.03% | −779−21.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 2,825 | $375.7 萬 | 0.12% | 00.0% | 不變 |
| Citizens Financial Group Inc | 2,858 | $380.1 萬 | 0.05% | −151−5.0% | 減碼 |
| Csenge Advisory Group | 2,879 | $382.8 萬 | 0.17% | −24−0.8% | 減碼 |
| Louisiana State Employees Retirement System | 2,900 | $385.7 萬 | 0.07% | −100−3.3% | 減碼 |
| Mezzasalma Advisors, LLC | 2,849 | $387.1 萬 | 0.93% | +220+8.4% | 加碼 |
| Rational Advisors LLC | 2,917 | $387.9 萬 | 0.40% | +2,901+18,131.3% | 加碼 |
| Goodman Advisory Group, LLC | 2,918 | $388.1 萬 | 0.96% | +633+27.7% | 加碼 |
| Chesley Taft & Associates LLC | 2,976 | $395.8 萬 | 0.16% | +171+6.1% | 加碼 |
| Broadleaf Partners, LLC | 2,992 | $397.9 萬 | 0.84% | −5−0.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,993 | $398.1 萬 | 0.04% | +17+0.6% | 加碼 |
| Voloridge Investment Management, LLC | 3,002 | $399.2 萬 | 0.01% | +3,002 | 新進 |
| Exchange Traded Concepts, LLC | 3,037 | $403.9 萬 | 0.03% | −551−15.4% | 減碼 |
| Verition Fund Management LLC | 3,049 | $405.5 萬 | 0.02% | +2,154+240.7% | 加碼 |
| Motiv8 Investments LLC | 3,056 | $406.4 萬 | 2.22% | +47+1.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 3,066 | $407.7 萬 | 0.05% | +43+1.4% | 加碼 |
| Partners Capital Investment Group, LLP | 3,097 | $411.9 萬 | 0.15% | −551−15.1% | 減碼 |
| Roundview Capital LLC | 3,141 | $417.7 萬 | 0.26% | +1,222+63.7% | 加碼 |
| Sustainable Insight Capital Management, LLC | 3,193 | $424.6 萬 | 1.42% | −1,300−28.9% | 減碼 |
| Blackstone Group Inc. | 3,199 | $425.4 萬 | 0.02% | +2,591+426.2% | 加碼 |
| Hartford Investment Management Co | 3,262 | $433.8 萬 | 0.13% | −41−1.2% | 減碼 |
| GKV Capital Management Co., Inc. | 3,275 | $435.5 萬 | 1.63% | +40+1.2% | 加碼 |
| GWM Advisors LLC | 3,286 | $436.9 萬 | 0.02% | +1,241+60.7% | 加碼 |
| Duncker Streett & Co Inc | 3,293 | $437.9 萬 | 0.78% | +29+0.9% | 加碼 |
| MUFG Securities EMEA plc | 3,299 | $438.7 萬 | 0.05% | +2,220+205.7% | 加碼 |
| Gardner Lewis Asset Management L P | 3,384 | $450.0 萬 | 1.14% | −1,983−36.9% | 減碼 |
| Univest Financial Corp | 3,384 | $450.0 萬 | 0.24% | −23−0.7% | 減碼 |
| George Kaiser Family Foundation | 3,391 | $451.0 萬 | 0.60% | +14+0.4% | 加碼 |
| Quadrature Capital Ltd | 3,420 | $454.8 萬 | 0.05% | +3,420 | 新進 |
| Norinchukin Bank, The | 3,425 | $455.5 萬 | 0.05% | −114−3.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,465 | $460.8 萬 | 0.10% | +2,446+240.0% | 加碼 |
| Snider Financial Group | 3,469 | $461.3 萬 | 1.23% | +461+15.3% | 加碼 |
| Kentucky Retirement Systems | 3,470 | $461.5 萬 | 0.13% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 3,472 | $461.7 萬 | 0.16% | +2,448+239.1% | 加碼 |
| Scholtz & Company, LLC | 3,535 | $470.1 萬 | 2.04% | −48−1.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 3,594 | $477.9 萬 | 0.78% | +203+6.0% | 加碼 |
| Sigma Investment Counselors Inc | 3,610 | $480.1 萬 | 0.24% | +12+0.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,664 | $487.3 萬 | 0.01% | +1,434+64.3% | 加碼 |
| XTX Topco Ltd | 3,669 | $487.9 萬 | 0.13% | +3,669 | 新進 |
| Quantbot Technologies LP | 3,750 | $498.7 萬 | 0.17% | +3,750 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 3,693 | $511.2 萬 | 0.01% | +19+0.5% | 加碼 |
| Chicago Partners Investment Group LLC | 3,665 | $520.1 萬 | 0.13% | +12+0.3% | 加碼 |
| Millennium Management LLC | 3,912 | $520.2 萬 | 0.00% | −368−8.6% | 減碼 |
| Covenant Asset Management, LLC | 3,949 | $525.2 萬 | 1.01% | −5−0.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 4,000 | $531.9 萬 | 0.04% | +4,000 | 新進 |
| Arrow Capital Management, LLC | 4,000 | $531.9 萬 | 3.09% | +4,000 | 新進 |
| Truist Financial Corp | 4,011 | $533.3 萬 | 0.01% | −412−9.3% | 減碼 |
| Advisor Group Holdings, Inc. | 4,007 | $534.5 萬 | 0.01% | −2,787−41.0% | 減碼 |
| Nicholas Investment Partners, LP | 4,068 | $541.0 萬 | 0.39% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 4,105 | $545.9 萬 | 0.14% | +4,105 | 新進 |
| CIBC World Markets Inc. | 4,107 | $546.2 萬 | 0.01% | +217+5.6% | 加碼 |
| Allstate Corp | 4,169 | $554.4 萬 | 0.08% | +2,130+104.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,191 | $557.3 萬 | 0.01% | +3+0.1% | 加碼 |
| Mizuho Securities USA LLC | 4,101 | $557.8 萬 | 0.09% | −3−0.1% | 減碼 |
| Bessemer Group Inc | 4,197 | $558.1 萬 | 0.01% | +696+19.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 4,202 | $558.8 萬 | 0.02% | +284+7.2% | 加碼 |
| Swedbank AB | 4,206 | $559.3 萬 | 0.01% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 4,214 | $560.4 萬 | 1.13% | −596−12.4% | 減碼 |
| Prudential PLC | 4,229 | $562.4 萬 | 0.05% | +3,170+299.3% | 加碼 |