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。
2026 年第 1 季 13F 持有人
TransDigm Group INC 在 2026/3/31 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
- 1,112
- 較 2025 年第 4 季 −7 家
- 持有股數
- 5,290 萬
- 較 2025 年第 4 季 +691.3 萬 (+15.0%)
- 總市值
- $612.8 億
- 較 2025 年第 4 季 +$1.42 億 (+0.2%)
- 新進機構
- 120
- 另有 398 家加碼
- 清倉機構
- 127
- 另有 412 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 5,494,695 | $63.7 億 | 1.49% | −1,049,728−16.0% | 減碼 |
| Capital World Investors | 4,666,491 | $54.1 億 | 0.74% | +711,979+18.0% | 加碼 |
| BlackRock, Inc. | 4,601,252 | $53.3 億 | 0.09% | +302,960+7.0% | 加碼 |
| Vanguard Capital Management LLC | 3,669,729 | $42.5 億 | 0.11% | +3,669,729 | 新進 |
| Capital Research Global Investors | 3,143,509 | $36.4 億 | 0.57% | +666,848+26.9% | 加碼 |
| Vanguard Portfolio Management LLC | 2,573,087 | $29.8 億 | 0.16% | +2,573,087 | 新進 |
| State Street Corp | 2,516,606 | $29.2 億 | 0.10% | +60,420+2.5% | 加碼 |
| Principal Financial Group Inc | 2,013,784 | $23.3 億 | 1.25% | −152,739−7.0% | 減碼 |
| FMR LLC | 1,358,539 | $15.7 億 | 0.08% | −260,754−16.1% | 減碼 |
| Geode Capital Management, LLC | 1,276,444 | $14.7 億 | 0.09% | +44,573+3.6% | 加碼 |
| Altarock Partners LLC | 909,168 | $10.5 億 | 25.54% | −60,232−6.2% | 減碼 |
| Morgan Stanley | 893,735 | $10.4 億 | 0.06% | +41,498+4.9% | 加碼 |
| JPMorgan Chase & Co | 897,948 | $10.2 億 | 0.07% | −95,061−9.6% | 減碼 |
| Soroban Capital Partners LP | 856,197 | $9.92 億 | 7.10% | +108,227+14.5% | 加碼 |
| Edgewood Management LLC | 617,501 | $7.16 億 | 4.62% | +36,089+6.2% | 加碼 |
| Price T Rowe Associates Inc | 592,695 | $6.87 億 | 0.08% | −153,864−20.6% | 減碼 |
| UBS Group AG | 509,668 | $5.91 億 | 0.10% | +45,159+9.7% | 加碼 |
| Windacre Partnership LLC | 509,600 | $5.91 億 | 6.32% | −56,500−10.0% | 減碼 |
| Northern Trust Corp | 455,844 | $5.28 億 | 0.07% | −4,425−1.0% | 減碼 |
| Invesco Ltd. | 434,591 | $5.04 億 | 0.05% | +6,623+1.5% | 加碼 |
| Stockbridge Partners LLC | 434,281 | $5.03 億 | 12.16% | +10.0% | 加碼 |
| Primecap Management Co | 410,217 | $4.75 億 | 0.37% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 410,194 | $4.75 億 | 0.07% | +13,616+3.4% | 加碼 |
| UBS Asset Management Americas Inc | 359,641 | $4.17 億 | 0.09% | +69,827+24.1% | 加碼 |
| Bank of New York Mellon Corp | 320,707 | $3.72 億 | 0.07% | −901−0.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 319,020 | $3.70 億 | 0.09% | +319,020 | 新進 |
| Bank of America Corp | 296,031 | $3.43 億 | 0.03% | +3,708+1.3% | 加碼 |
| Legal & General Group Plc | 282,593 | $3.28 億 | 0.08% | −27,197−8.8% | 減碼 |
| Goldman Sachs Group Inc | 282,117 | $3.27 億 | 0.04% | −10,975−3.7% | 減碼 |
| Temasek Holdings (Private) Ltd | 218,885 | $2.54 億 | 0.85% | +73,347+50.4% | 加碼 |
| CIBC Bancorp USA Inc. | 201,477 | $2.34 億 | 0.32% | +201,477 | 新進 |
| Canada Pension Plan Investment Board | 201,457 | $2.33 億 | 0.15% | −29,542−12.8% | 減碼 |
| Deutsche Bank AG | 192,704 | $2.23 億 | 0.07% | +54,596+39.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 190,147 | $2.20 億 | 0.19% | +153,131+413.7% | 加碼 |
| Vulcan Value Partners, LLC | 184,228 | $2.14 億 | 5.66% | −56,392−23.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 180,192 | $2.09 億 | 0.14% | −16,576−8.4% | 減碼 |
| Heard Capital LLC | 178,610 | $2.07 億 | 10.70% | +7,981+4.7% | 加碼 |
| Blair William & Co | 166,248 | $1.93 億 | 0.55% | −3,982−2.3% | 減碼 |
| Swiss National Bank | 165,280 | $1.92 億 | 0.11% | +11,370+7.4% | 加碼 |
| Dimensional Fund Advisors LP | 161,577 | $1.87 億 | 0.04% | +6,627+4.3% | 加碼 |
| Wells Fargo & Company | 149,966 | $1.74 億 | 0.03% | +3,923+2.7% | 加碼 |
| Alkeon Capital Management LLC | 149,078 | $1.73 億 | 0.78% | −16,533−10.0% | 減碼 |
| Citigroup Inc | 144,173 | $1.67 億 | 0.11% | +51,910+56.3% | 加碼 |
| Ameriprise Financial Inc | 143,882 | $1.67 億 | 0.04% | −7,820−5.2% | 減碼 |
| Franklin Resources Inc | 143,510 | $1.66 億 | 0.04% | −233,083−61.9% | 減碼 |
| Nuveen, LLC | 139,609 | $1.62 億 | 0.04% | −76,201−35.3% | 減碼 |
| Veritas Asset Management LLP | 133,974 | $1.55 億 | 2.63% | −7,868−5.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 131,318 | $1.52 億 | 0.10% | +10,103+8.3% | 加碼 |
| National Pension Service | 130,309 | $1.51 億 | 0.11% | −2,371−1.8% | 減碼 |
| Vanguard Global Advisers, LLC | 123,128 | $1.43 億 | 0.08% | +123,128 | 新進 |
| DF Dent & Co Inc | 122,753 | $1.42 億 | 2.72% | −26,995−18.0% | 減碼 |
| Bank of Montreal | 119,589 | $1.39 億 | 0.06% | +61,575+106.1% | 加碼 |
| Skye Global Management LP | 118,000 | $1.37 億 | 2.95% | −2,000−1.7% | 減碼 |
| Bristol John W & Co Inc | 109,511 | $1.27 億 | 2.09% | −1,254−1.1% | 減碼 |
| King Luther Capital Management Corp | 108,376 | $1.26 億 | 0.54% | +8,714+8.7% | 加碼 |
| Barclays PLC | 107,359 | $1.24 億 | 0.04% | +9,226+9.4% | 加碼 |
| Triple Frond Partners LLC | 106,544 | $1.23 億 | 12.82% | +2,650+2.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 102,803 | $1.19 億 | 2.18% | +964+0.9% | 加碼 |
| SG Americas Securities, LLC | 100,895 | $1.17 億 | 0.13% | +53,823+114.3% | 加碼 |
| Rhumbline Advisers | 97,886 | $1.13 億 | 0.10% | −2,608−2.6% | 減碼 |
| Vanguard Asset Management, Ltd | 94,755 | $1.10 億 | 0.09% | +94,755 | 新進 |
| Amundi | 94,613 | $1.10 億 | 0.03% | +20,555+27.8% | 加碼 |
| Sands Capital Management, LLC | 94,341 | $1.09 億 | 0.43% | −8,838−8.6% | 減碼 |
| US Bancorp | 93,293 | $1.08 億 | 0.13% | −5,828−5.9% | 減碼 |
| California State Teachers Retirement System | 93,250 | $1.08 億 | 0.11% | −1,888−2.0% | 減碼 |
| California Public Employees Retirement System | 92,937 | $1.08 億 | 0.07% | −2,636−2.8% | 減碼 |
| Citadel Advisors LLC | 90,274 | $1.05 億 | 0.07% | −78,744−46.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 87,023 | $1.01 億 | 0.06% | +14,852+20.6% | 加碼 |
| Atalan Capital Partners, LP | 84,500 | $9,793 萬 | 9.03% | −3,150−3.6% | 減碼 |
| Russell Investments Group, Ltd. | 84,038 | $9,739 萬 | 0.10% | −13,055−13.4% | 減碼 |
| HSBC Holdings PLC | 83,059 | $9,620 萬 | 0.06% | −5,829−6.6% | 減碼 |
| Douglas Lane & Associates, LLC | 82,143 | $9,520 萬 | 1.37% | +95+0.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 81,374 | $9,431 萬 | 0.06% | −3,484−4.1% | 減碼 |
| Squarepoint Ops LLC | 79,548 | $9,219 萬 | 0.20% | +32,907+70.6% | 加碼 |
| Bamco Inc | 78,664 | $9,117 萬 | 0.28% | +865+1.1% | 加碼 |
| Raymond James Financial Inc | 78,181 | $9,061 萬 | 0.03% | −2,868−3.5% | 減碼 |
| State of Michigan Retirement System | 75,792 | $8,784 萬 | 0.46% | 00.0% | 不變 |
| Argent Capital Management LLC | 75,265 | $8,723 萬 | 2.75% | +10,439+16.1% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 68,332 | $7,919 萬 | 0.24% | −190.0% | 減碼 |
| CI Private Wealth, LLC | 68,198 | $7,894 萬 | 0.11% | −1,088−1.6% | 減碼 |
| Envestnet Asset Management Inc | 66,512 | $7,708 萬 | 0.02% | +2,789+4.4% | 加碼 |
| Alliancebernstein L.P. | 55,849 | $7,427 萬 | 0.02% | −882−1.6% | 減碼 |
| New York State Common Retirement Fund | 62,988 | $7,300 萬 | 0.10% | +1,000+1.6% | 加碼 |
| Intermede Investment Partners Ltd | 61,324 | $7,107 萬 | 3.29% | −3,352−5.2% | 減碼 |
| Federated Hermes, Inc. | 58,659 | $6,798 萬 | 0.11% | −677−1.1% | 減碼 |
| First Trust Advisors LP | 58,308 | $6,758 萬 | 0.05% | +11,974+25.8% | 加碼 |
| Tudor Investment Corp Et Al | 55,940 | $6,483 萬 | 0.35% | +53,428+2,126.9% | 加碼 |
| Colony Group, LLC | 54,843 | $6,356 萬 | 0.07% | +3,181+6.2% | 加碼 |
| Man Group plc | 53,686 | $6,222 萬 | 0.13% | +39,684+283.4% | 加碼 |
| Chicago Capital, LLC | 52,977 | $6,140 萬 | 1.66% | −4,400−7.7% | 減碼 |
| Marshall Wace, LLP | 52,191 | $6,049 萬 | 0.06% | +5,606+12.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 50,594 | $5,864 萬 | 0.09% | −400−0.8% | 減碼 |
| Royal Bank of Canada | 49,665 | $5,756 萬 | 0.01% | −25,983−34.3% | 減碼 |
| 1832 Asset Management L.P. | 49,609 | $5,749 萬 | 0.08% | +38,409+342.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 49,564 | $5,744 萬 | 0.11% | −2,053−4.0% | 減碼 |
| Danske Bank A/S | 49,470 | $5,733 萬 | 0.14% | −1,705−3.3% | 減碼 |
| Schroder Investment Management Group | 49,465 | $5,733 萬 | 0.05% | −10,197−17.1% | 減碼 |
| Hudson Way Capital Management LLC | 49,367 | $5,721 萬 | 5.47% | −23,936−32.7% | 減碼 |
| Select Equity Group, L.P. | 47,943 | $5,556 萬 | 0.30% | +47,943 | 新進 |
| Qube Research & Technologies Ltd | 47,090 | $5,458 萬 | 0.08% | +42,390+901.9% | 加碼 |