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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 1,400 | $186.2 萬 | 0.01% | −2,100−60.0% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 1,400 | $186.2 萬 | 0.19% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 1,410 | $185.7 萬 | 0.02% | +55+4.1% | 加碼 |
| Horizon Investments, LLC | 1,380 | $183.5 萬 | 0.02% | −424−23.5% | 減碼 |
| CAPROCK Group, Inc. | 1,367 | $181.8 萬 | 0.04% | −1,338−49.5% | 減碼 |
| United Capital Financial Advisers, LLC | 1,364 | $181.4 萬 | 0.01% | +9+0.7% | 加碼 |
| Glenmede Trust Co NA | 1,358 | $180.6 萬 | 0.01% | +1,358 | 新進 |
| Tower Research Capital LLC (TRC) | 1,343 | $178.6 萬 | 0.04% | +571+74.0% | 加碼 |
| Oak Thistle LLC | 1,336 | $177.7 萬 | 0.25% | +1,336 | 新進 |
| Radnor Capital Management, LLC | 1,332 | $177.1 萬 | 0.26% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 1,311 | $174.3 萬 | 0.01% | −164−11.1% | 減碼 |
| Jefferies Financial Group Inc. | 1,308 | $174.0 萬 | 0.01% | +938+253.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 1,307 | $173.8 萬 | 0.07% | +300+29.8% | 加碼 |
| Accretive Wealth Partners, LLC | 1,305 | $173.5 萬 | 0.52% | −19−1.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,300 | $172.8 萬 | 0.02% | +191+17.2% | 加碼 |
| Merit Financial Group, LLC | 1,275 | $169.5 萬 | 0.01% | +86+7.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,271 | $169.0 萬 | 0.17% | −17−1.3% | 減碼 |
| Gateway Investment Advisers LLC | 1,246 | $165.7 萬 | 0.02% | +64+5.4% | 加碼 |
| Integrated Advisors Network LLC | 1,242 | $165.2 萬 | 0.07% | −29−2.3% | 減碼 |
| NewEdge Wealth, LLC | 1,230 | $163.6 萬 | 0.02% | +570+86.4% | 加碼 |
| GAMMA Investing LLC | 1,216 | $161.7 萬 | 0.08% | +143+13.3% | 加碼 |
| Walleye Capital LLC | 1,208 | $160.6 萬 | 0.01% | +1,179+4,065.5% | 加碼 |
| Guggenheim Capital LLC | 1,200 | $159.6 萬 | 0.01% | +141+13.3% | 加碼 |
| VestGen Advisors, LLC | 1,184 | $157.5 萬 | 0.07% | −202−14.6% | 減碼 |
| Accuvest Global Advisors | 1,172 | $155.9 萬 | 1.15% | +1,172 | 新進 |
| SRS Capital Advisors, Inc. | 1,170 | $155.7 萬 | 0.05% | −1,846−61.2% | 減碼 |
| Plato Investment Management Ltd | 1,163 | $155.4 萬 | 0.10% | −267−18.7% | 減碼 |
| Gilbert & Cook, Inc. | 1,160 | $154.3 萬 | 0.19% | −57−4.7% | 減碼 |
| Hills Bank & Trust Co | 1,158 | $154.0 萬 | 0.09% | −8−0.7% | 減碼 |
| Meeder Advisory Services, Inc. | 1,144 | $152.1 萬 | 0.07% | +44+4.0% | 加碼 |
| Aquatic Capital Management LLC | 1,143 | $152.0 萬 | 0.04% | +1,143 | 新進 |
| Vestcor Inc | 1,131 | $150.4 萬 | 0.04% | +61+5.7% | 加碼 |
| Haverford Trust Co | 1,123 | $149.3 萬 | 0.01% | +3+0.3% | 加碼 |
| Intesa Sanpaolo Wealth Management | 1,123 | $149.3 萬 | 0.31% | +1,123 | 新進 |
| Vision Retirement, LLC | 1,121 | $149.1 萬 | 0.40% | +1,121 | 新進 |
| 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 |
| Vise Technologies, Inc. | 1,109 | $147.5 萬 | 0.03% | +167+17.7% | 加碼 |
| Wellington Management Group LLP | 1,105 | $146.9 萬 | 0.00% | −1,804−62.0% | 減碼 |
| QRG Capital Management, Inc. | 1,082 | $143.8 萬 | 0.02% | +182+20.2% | 加碼 |
| Vontobel Holding Ltd. | 1,077 | $143.2 萬 | 0.00% | −2,091−66.0% | 減碼 |
| Global Retirement Partners, LLC | 1,072 | $142.6 萬 | 0.03% | +558+108.6% | 加碼 |
| Hikari Tsushin, Inc. | 1,060 | $141.0 萬 | 0.09% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,061 | $139.7 萬 | 0.07% | +278+35.5% | 加碼 |
| Assenagon Asset Management S.A. | 1,041 | $138.4 萬 | 0.00% | +6+0.6% | 加碼 |
| CORDA Investment Management, LLC. | 1,040 | $138.3 萬 | 0.10% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,034 | $137.5 萬 | 0.02% | −28−2.6% | 減碼 |
| Paragon Capital Management Inc | 1,014 | $134.8 萬 | 1.04% | −73−6.7% | 減碼 |
| McHugh Group, LLC | 1,010 | $134.3 萬 | 0.76% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 1,009 | $134.1 萬 | 0.03% | +30+3.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 1,006 | $133.7 萬 | 0.03% | +37+3.8% | 加碼 |
| Sapient Capital LLC | 1,008 | $132.7 萬 | 0.02% | +147+17.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 976 | $129.8 萬 | 0.02% | −88−8.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 943 | $125.4 萬 | 0.04% | −18−1.9% | 減碼 |
| Circle Wealth Management, LLC | 938 | $124.7 萬 | 0.02% | +222+31.0% | 加碼 |
| Fidelis Capital Partners, LLC | 936 | $124.5 萬 | 0.09% | −41−4.2% | 減碼 |
| Huntington National Bank | 935 | $124.3 萬 | 0.01% | +22+2.4% | 加碼 |
| CWM, LLC | 932 | $124.0 萬 | 0.00% | +44+5.0% | 加碼 |
| GF Fund Management Co. Ltd. | 925 | $123.0 萬 | 0.02% | 00.0% | 不變 |
| PFG Advisors | 923 | $122.7 萬 | 0.06% | −762−45.2% | 減碼 |
| EP Wealth Advisors, LLC | 918 | $122.1 萬 | 0.01% | +918 | 新進 |
| Parallel Advisors, LLC | 916 | $121.9 萬 | 0.02% | −12−1.3% | 減碼 |
| Miracle Mile Advisors, LLC | 916 | $121.8 萬 | 0.02% | +2+0.2% | 加碼 |
| Cross Staff Investments Inc | 912 | $121.3 萬 | 0.74% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 906 | $120.5 萬 | 0.08% | −42−4.4% | 減碼 |
| Sumitomo Life Insurance Co | 900 | $119.7 萬 | 0.03% | +7+0.8% | 加碼 |
| Park Avenue Securities LLC | 893 | $118.8 萬 | 0.01% | +32+3.7% | 加碼 |
| Apollon Wealth Management, LLC | 891 | $118.4 萬 | 0.02% | −5−0.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 853 | $118.1 萬 | 0.02% | −4−0.5% | 減碼 |
| Xxi Wealth, LLC | 883 | $117.4 萬 | 0.71% | +883 | 新進 |
| Coldstream Capital Management Inc | 878 | $116.8 萬 | 0.02% | +156+21.6% | 加碼 |
| TFR Capital, LLC. | 871 | $115.8 萬 | 0.38% | −52−5.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 863 | $114.8 萬 | 0.02% | −1−0.1% | 減碼 |
| Wedmont Private Capital | 824 | $114.1 萬 | 0.04% | −17−2.0% | 減碼 |
| Commerzbank Aktiengesellschaft | 858 | $114.1 萬 | 0.02% | +13+1.5% | 加碼 |
| AdvisorNet Financial, Inc | 857 | $114.0 萬 | 0.06% | +45+5.5% | 加碼 |
| Verus Capital Partners, LLC | 856 | $113.8 萬 | 0.08% | +10+1.2% | 加碼 |
| Skopos Labs, Inc. | 865 | $113.8 萬 | 0.05% | +391+82.5% | 加碼 |
| NBT Bank N A | 855 | $113.7 萬 | 0.07% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 853 | $113.4 萬 | 0.08% | −1−0.1% | 減碼 |
| Traynor Capital Management, Inc. | 852 | $113.3 萬 | 0.06% | +852 | 新進 |
| NVWM, LLC | 849 | $112.9 萬 | 0.25% | −13−1.5% | 減碼 |
| Tema ETFs LLC | 848 | $112.8 萬 | 0.09% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 846 | $112.5 萬 | 0.05% | +667+372.6% | 加碼 |
| Balyasny Asset Management LLC | 843 | $112.1 萬 | 0.00% | +260+44.6% | 加碼 |
| Element Capital Management LLC | 839 | $111.6 萬 | 0.58% | +839 | 新進 |
| Nomura Holdings Inc | 837 | $111.3 萬 | 0.00% | −515−38.1% | 減碼 |
| Fairway Wealth LLC | 827 | $110.0 萬 | 0.30% | +685+482.4% | 加碼 |
| Unifi Asset Management LP | 826 | $109.8 萬 | 1.19% | +826 | 新進 |
| Navalign, LLC | 819 | $108.9 萬 | 0.27% | +52+6.8% | 加碼 |
| FIL Ltd | 811 | $107.9 萬 | 0.00% | −86−9.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 811 | $107.8 萬 | 0.01% | +276+51.6% | 加碼 |
| Doliver Advisors, LP | 810 | $107.7 萬 | 0.27% | +215+36.1% | 加碼 |
| Whittier Trust Co | 761 | $105.4 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 785 | $104.4 萬 | 0.00% | +255+48.1% | 加碼 |
| Allred Capital Management, LLC | 778 | $103.5 萬 | 0.37% | −2−0.3% | 減碼 |
| New England Research & Management, Inc. | 777 | $103.3 萬 | 0.45% | −28−3.5% | 減碼 |
| Union Bancaire Privee, UBP SA | 970 | $103.2 萬 | 0.02% | +93+10.6% | 加碼 |
| 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 |