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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 2,726 | $362.5 萬 | 0.07% | −130−4.6% | 減碼 |
| Texas Yale Capital Corp. | 2,716 | $361.2 萬 | 0.11% | +30+1.1% | 加碼 |
| Clearstead Advisors, LLC | 2,705 | $359.7 萬 | 0.05% | +234+9.5% | 加碼 |
| Jane Street Group, LLC | 2,686 | $357.2 萬 | 0.00% | +953+55.0% | 加碼 |
| Level Four Advisory Services, LLC | 2,674 | $355.7 萬 | 0.12% | +468+21.2% | 加碼 |
| Marks Group Wealth Management, Inc | 2,670 | $355.1 萬 | 0.34% | −221−7.6% | 減碼 |
| Commonwealth Equity Services, LLC | 2,641 | $351.2 萬 | 0.00% | +43+1.7% | 加碼 |
| Banco Santander, S.A. | 2,641 | $351.2 萬 | 0.03% | −21−0.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,636 | $347.5 萬 | 0.02% | +116+4.6% | 加碼 |
| MML Investors Services, LLC | 2,604 | $346.3 萬 | 0.01% | −393−13.1% | 減碼 |
| New Mexico Educational Retirement Board | 2,600 | $345.8 萬 | 0.10% | +100+4.0% | 加碼 |
| Mediolanum International Funds Ltd | 2,626 | $345.7 萬 | 0.03% | −4,359−62.4% | 減碼 |
| Allianz SE | 2,594 | $345.0 萬 | 0.04% | 00.0% | 不變 |
| Private Advisor Group, LLC | 2,529 | $336.3 萬 | 0.02% | +109+4.5% | 加碼 |
| Lido Advisors, LLC | 2,542 | $335.4 萬 | 0.01% | +44+1.8% | 加碼 |
| Mercer Global Advisors Inc | 2,519 | $335.0 萬 | 0.01% | +105+4.3% | 加碼 |
| Tudor Investment Corp Et Al | 2,512 | $334.1 萬 | 0.02% | +2,512 | 新進 |
| Generali Asset Management SPA SGR | 2,497 | $332.1 萬 | 0.07% | −31−1.2% | 減碼 |
| Walter Public Investments Inc. | 2,490 | $331.1 萬 | 0.59% | +2,490 | 新進 |
| Knollwood Investment Advisory, LLC | 2,478 | $329.5 萬 | 0.31% | 00.0% | 不變 |
| 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 |
| We Are One Seven, LLC | 2,405 | $319.9 萬 | 0.07% | +231+10.6% | 加碼 |
| Pier 88 Investment Partners LLC | 2,400 | $319.2 萬 | 0.71% | +2,400 | 新進 |
| Family Legacy, Inc. | 2,394 | $318.4 萬 | 0.95% | +8+0.3% | 加碼 |
| Mainstay Capital Management LLC | 2,376 | $316.0 萬 | 0.24% | +158+7.1% | 加碼 |
| Alaethes Wealth LLC | 2,343 | $311.6 萬 | 0.88% | +764+48.4% | 加碼 |
| Clearbridge Investments, LLC | 2,342 | $311.5 萬 | 0.00% | +38+1.6% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 2,322 | $308.8 萬 | 0.14% | +194+9.1% | 加碼 |
| Phoenix Holdings Ltd. | 2,315 | $307.8 萬 | 0.03% | −644−21.8% | 減碼 |
| Erste Asset Management GmbH | 2,329 | $306.5 萬 | 0.03% | +1,865+401.9% | 加碼 |
| Captrust Financial Advisors | 2,290 | $304.6 萬 | 0.01% | +96+4.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,282 | $303.5 萬 | 0.03% | −2,109−48.0% | 減碼 |
| Bokf, NA | 2,256 | $300.0 萬 | 0.05% | −459−16.9% | 減碼 |
| Atria Investments LLC | 2,230 | $296.5 萬 | 0.03% | −340−13.2% | 減碼 |
| Diversify Wealth Management, LLC | 2,098 | $289.9 萬 | 0.14% | +128+6.5% | 加碼 |
| HighVista Strategies LLC | 2,175 | $289.2 萬 | 0.74% | +2,175 | 新進 |
| X-Square Capital, LLC | 2,159 | $287.1 萬 | 0.94% | −87−3.9% | 減碼 |
| Thrivent Financial for Lutherans | 2,136 | $284.1 萬 | 0.01% | −35−1.6% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,135 | $283.9 萬 | 0.15% | +39+1.9% | 加碼 |
| WoodTrust Financial Corp | 2,125 | $282.6 萬 | 0.33% | 00.0% | 不變 |
| Commerce Bank | 2,121 | $282.1 萬 | 0.02% | −206−8.9% | 減碼 |
| Phraction Management LLC | 2,079 | $276.5 萬 | 0.74% | +2,079 | 新進 |
| Sit Investment Associates Inc | 2,065 | $274.6 萬 | 0.05% | +349+20.3% | 加碼 |
| HCR Wealth Advisors | 2,047 | $272.3 萬 | 0.27% | +14+0.7% | 加碼 |
| Andra AP-fonden | 2,012 | $267.6 萬 | 0.03% | +2,012 | 新進 |
| Aspiriant, LLC | 2,001 | $266.1 萬 | 0.08% | +1+0.1% | 加碼 |
| Capricorn Fund Managers Ltd | 2,000 | $266.0 萬 | 0.64% | +2,000 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 1,995 | $265.3 萬 | 0.02% | +1,161+139.2% | 加碼 |
| Omers Administration Corp | 1,994 | $265.2 萬 | 0.02% | 00.0% | 不變 |
| Callan Family Office, LLC | 1,982 | $263.6 萬 | 0.06% | +928+88.0% | 加碼 |
| Vinva Investment Management Ltd | 1,981 | $260.8 萬 | 0.03% | +240+13.8% | 加碼 |
| Resources Management Corp | 1,958 | $260.4 萬 | 0.34% | +117+6.4% | 加碼 |
| Hixon Zuercher, LLC | 1,954 | $259.8 萬 | 0.79% | +64+3.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,941 | $258.1 萬 | 1.23% | −7−0.4% | 減碼 |
| CSM Advisors, LLC | 1,929 | $256.8 萬 | 0.07% | +338+21.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,919 | $255.2 萬 | 0.09% | +26+1.4% | 加碼 |
| North Dakota State Investment Board | 1,895 | $252.0 萬 | 0.09% | +1,895 | 新進 |
| Sanctuary Advisors, LLC | 1,884 | $250.6 萬 | 0.01% | −4,049−68.2% | 減碼 |
| Paragon Advisors, LLC | 1,871 | $248.8 萬 | 0.68% | +99+5.6% | 加碼 |
| Empirical Finance, LLC | 1,827 | $243.0 萬 | 0.12% | −73−3.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,800 | $239.4 萬 | 0.03% | +5+0.3% | 加碼 |
| Metis Global Partners, LLC | 1,783 | $237.1 萬 | 0.06% | −121−6.4% | 減碼 |
| Allianz Asset Management GmbH | 1,761 | $234.2 萬 | 0.00% | −214−10.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,726 | $229.5 萬 | 0.00% | +1,726 | 新進 |
| BNP Paribas | 1,726 | $228.6 萬 | 0.07% | +10+0.6% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $226.1 萬 | 0.07% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 1,691 | $224.9 萬 | 0.03% | +500+42.0% | 加碼 |
| Boothbay Fund Management, LLC | 1,670 | $222.1 萬 | 0.06% | −726−30.3% | 減碼 |
| Aurora Investment Managers, LLC. | 1,651 | $219.6 萬 | 1.24% | −1−0.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 1,641 | $218.2 萬 | 0.15% | +1,641 | 新進 |
| Ascent Group, LLC | 1,634 | $217.3 萬 | 0.07% | +153+10.3% | 加碼 |
| Kestra Advisory Services, LLC | 1,634 | $217.3 萬 | 0.01% | −688−29.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,633 | $217.1 萬 | 0.01% | +82+5.3% | 加碼 |
| Themes Management Co LLC | 1,626 | $216.2 萬 | 1.72% | +1,626 | 新進 |
| Whitford Management LLC | 1,623 | $215.8 萬 | 2.19% | −1,015−38.5% | 減碼 |
| Guerra Pan Advisors, LLC | 1,609 | $214.0 萬 | 1.27% | 00.0% | 不變 |
| Greenleaf Trust | 1,601 | $212.9 萬 | 0.02% | +79+5.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,601 | $212.9 萬 | 0.01% | +81+5.3% | 加碼 |
| IFP Advisors, Inc | 1,592 | $211.7 萬 | 0.05% | +1,269+392.9% | 加碼 |
| Summit Trail Advisors, LLC | 1,570 | $208.8 萬 | 0.04% | −159−9.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,557 | $207.1 萬 | 0.00% | −5,320−77.4% | 減碼 |
| Securian Asset Management, Inc | 1,531 | $203.6 萬 | 0.08% | −1,212−44.2% | 減碼 |
| Quadrant Capital Group LLC | 1,530 | $203.5 萬 | 0.06% | +599+64.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,424 | $203.2 萬 | 0.02% | +300+26.7% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 1,527 | $203.1 萬 | 0.83% | −1,950−56.1% | 減碼 |
| Centaurus Financial, Inc. | 1,525 | $202.8 萬 | 0.09% | +16+1.1% | 加碼 |
| MUFG Securities Americas Inc. | 1,517 | $201.7 萬 | 0.13% | −3−0.2% | 減碼 |
| Oppenheimer & Co Inc | 1,507 | $200.4 萬 | 0.03% | +19+1.3% | 加碼 |
| Jones Financial Companies LLLP | 1,500 | $199.5 萬 | 0.00% | −32−2.1% | 減碼 |
| Glenview Trust Co | 1,488 | $197.9 萬 | 0.03% | −1,033−41.0% | 減碼 |
| Havemeyer Place LP | 1,486 | $197.6 萬 | 0.39% | +1,486 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,455 | $193.5 萬 | 0.13% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 1,446 | $192.3 萬 | 0.04% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 1,440 | $191.5 萬 | 0.41% | −606−29.6% | 減碼 |
| Western Financial Corp | 1,436 | $191.0 萬 | 0.76% | −65−4.3% | 減碼 |
| Brinker Capital Investments, LLC | 1,426 | $189.7 萬 | 0.01% | +70+5.2% | 加碼 |
| Blue Fin Capital, Inc. | 1,423 | $189.2 萬 | 0.29% | −86−5.7% | 減碼 |
| RDA Financial Network | 1,416 | $188.3 萬 | 0.45% | +191+15.6% | 加碼 |
| Toroso Investments, LLC | 1,408 | $187.2 萬 | 0.01% | +251+21.7% | 加碼 |