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 |
|---|---|---|---|---|---|
| Knollwood Investment Advisory, LLC | 2,478 | $287.2 萬 | 0.29% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,480 | $287.4 萬 | 0.03% | −586−19.1% | 減碼 |
| Aristotle Atlantic Partners, LLC | 2,500 | $289.7 萬 | 0.14% | +2,500 | 新進 |
| Third View Private Wealth, LLC | 2,515 | $291.5 萬 | 0.40% | +64+2.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,526 | $292.8 萬 | 0.03% | +244+10.7% | 加碼 |
| Exchange Traded Concepts, LLC | 2,531 | $293.3 萬 | 0.02% | −506−16.7% | 減碼 |
| Lido Advisors, LLC | 2,560 | $296.9 萬 | 0.01% | +18+0.7% | 加碼 |
| Citizens Financial Group Inc | 2,563 | $297.1 萬 | 0.04% | −295−10.3% | 減碼 |
| Allstate Corp | 2,566 | $297.4 萬 | 0.03% | −1,603−38.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,579 | $298.9 萬 | 0.02% | −2,364−47.8% | 減碼 |
| Brown Brothers Harriman & Co | 2,592 | $300.4 萬 | 0.02% | −2,599−50.1% | 減碼 |
| Allianz SE | 2,594 | $300.6 萬 | 0.03% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 2,600 | $301.3 萬 | 0.09% | 00.0% | 不變 |
| Unifi Asset Management LP | 2,614 | $303.0 萬 | 1.73% | +1,788+216.5% | 加碼 |
| Abn Amro Investment Solutions | 2,621 | $303.8 萬 | 0.04% | +2,621 | 新進 |
| Eos Management, L.P. | 2,625 | $304.2 萬 | 1.31% | −2,034−43.7% | 減碼 |
| Private Advisor Group, LLC | 2,655 | $307.7 萬 | 0.01% | +126+5.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 2,641 | $308.2 萬 | 0.01% | −1,052−28.5% | 減碼 |
| Clearstead Advisors, LLC | 2,663 | $308.6 萬 | 0.03% | −42−1.6% | 減碼 |
| Level Four Advisory Services, LLC | 2,663 | $308.7 萬 | 0.10% | −11−0.4% | 減碼 |
| Toroso Investments, LLC | 2,681 | $310.7 萬 | 0.01% | +1,273+90.4% | 加碼 |
| MML Investors Services, LLC | 2,683 | $310.9 萬 | 0.01% | +79+3.0% | 加碼 |
| Entropy Technologies, LP | 2,705 | $313.5 萬 | 0.14% | +2,705 | 新進 |
| Themes Management Co LLC | 2,721 | $315.4 萬 | 1.95% | +1,095+67.3% | 加碼 |
| Cloverfields Capital Group, LP | 2,737 | $317.2 萬 | 1.03% | −38−1.4% | 減碼 |
| Erste Asset Management GmbH | 2,809 | $318.2 萬 | 0.03% | +480+20.6% | 加碼 |
| Maryland State Retirement & Pension System | 2,756 | $319.4 萬 | 0.06% | 00.0% | 不變 |
| Allen Operations LLC | 2,764 | $320.3 萬 | 0.48% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 2,791 | $323.5 萬 | 0.09% | +75+2.8% | 加碼 |
| Wolverine Asset Management LLC | 2,791 | $323.5 萬 | 0.05% | +1,100+65.1% | 加碼 |
| Partners Capital Investment Group, LLP | 2,794 | $323.8 萬 | 0.12% | −303−9.8% | 減碼 |
| Commerce Bank | 2,874 | $333.1 萬 | 0.02% | +753+35.5% | 加碼 |
| Csenge Advisory Group | 2,879 | $333.7 萬 | 0.15% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 2,900 | $336.1 萬 | 0.06% | 00.0% | 不變 |
| Broadleaf Partners, LLC | 2,907 | $336.9 萬 | 0.79% | −85−2.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,908 | $337.1 萬 | 0.04% | −85−2.8% | 減碼 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2,911 | $337.4 萬 | 2.51% | +2,911 | 新進 |
| Pacer Advisors, Inc. | 2,928 | $339.3 萬 | 0.01% | −1,556−34.7% | 減碼 |
| Omers Administration Corp | 2,954 | $342.4 萬 | 0.02% | +960+48.1% | 加碼 |
| Mezzasalma Advisors, LLC | 3,035 | $351.7 萬 | 0.90% | +186+6.5% | 加碼 |
| GKV Capital Management Co., Inc. | 3,077 | $356.6 萬 | 1.34% | −198−6.0% | 減碼 |
| Duncker Streett & Co Inc | 3,136 | $363.4 萬 | 0.69% | −157−4.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,159 | $366.1 萬 | 0.10% | +1,816+135.2% | 加碼 |
| Roundview Capital LLC | 3,198 | $370.6 萬 | 0.23% | +57+1.8% | 加碼 |
| Osmosis Investment Management UK Ltd | 3,200 | $370.9 萬 | 0.10% | −905−22.0% | 減碼 |
| Hartford Investment Management Co | 3,224 | $373.6 萬 | 0.12% | −38−1.2% | 減碼 |
| GWM Advisors LLC | 3,297 | $382.2 萬 | 0.01% | +11+0.3% | 加碼 |
| George Kaiser Family Foundation | 3,399 | $393.9 萬 | 0.45% | +8+0.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 3,406 | $394.7 萬 | 0.25% | +1,765+107.6% | 加碼 |
| Mizuho Securities USA LLC | 3,414 | $395.7 萬 | 0.09% | −687−16.8% | 減碼 |
| Norinchukin Bank, The | 3,439 | $398.6 萬 | 0.05% | +14+0.4% | 加碼 |
| Sigma Investment Counselors Inc | 3,454 | $400.4 萬 | 0.21% | −156−4.3% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,476 | $402.9 萬 | 0.26% | −1,460−29.6% | 減碼 |
| CIBC World Markets Inc. | 3,498 | $405.4 萬 | 0.01% | −609−14.8% | 減碼 |
| Univest Financial Corp | 3,504 | $406.1 萬 | 0.23% | +120+3.5% | 加碼 |
| Truist Financial Corp | 3,525 | $408.5 萬 | 0.01% | −486−12.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,545 | $410.9 萬 | 0.01% | −119−3.2% | 減碼 |
| Banco Santander, S.A. | 3,596 | $416.8 萬 | 0.03% | +955+36.2% | 加碼 |
| Quest Investment Management LLC | 3,611 | $418.5 萬 | 0.49% | −2,983−45.2% | 減碼 |
| Snider Financial Group | 3,626 | $420.3 萬 | 1.27% | +157+4.5% | 加碼 |
| Axq Capital, LP | 3,686 | $427.2 萬 | 0.55% | +3,221+692.7% | 加碼 |
| Scholtz & Company, LLC | 3,688 | $427.4 萬 | 2.19% | +153+4.3% | 加碼 |
| Chicago Partners Investment Group LLC | 3,656 | $434.2 萬 | 0.10% | −9−0.2% | 減碼 |
| Allianz Asset Management GmbH | 3,779 | $438.0 萬 | 0.01% | +2,018+114.6% | 加碼 |
| Vident Advisory, LLC | 3,786 | $438.9 萬 | 0.04% | −3,611−48.8% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 3,789 | $439.1 萬 | 0.75% | +195+5.4% | 加碼 |
| Sawgrass Asset Management LLC | 3,829 | $443.8 萬 | 0.67% | +3,829 | 新進 |
| Sustainable Insight Capital Management, LLC | 3,853 | $446.5 萬 | 1.50% | +660+20.7% | 加碼 |
| Mediolanum International Funds Ltd | 3,957 | $448.3 萬 | 0.05% | +1,331+50.7% | 加碼 |
| Kingsview Wealth Management, LLC | 3,905 | $452.6 萬 | 0.06% | −366−8.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,965 | $459.5 萬 | 0.01% | −390−9.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,012 | $465.0 萬 | 0.00% | −1,919−32.4% | 減碼 |
| Arrow Capital Management, LLC | 4,017 | $465.6 萬 | 3.23% | +17+0.4% | 加碼 |
| Nicholas Investment Partners, LP | 4,068 | $471.5 萬 | 0.34% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 4,099 | $476.2 萬 | 0.01% | +92+2.3% | 加碼 |
| Natixis | 4,130 | $478.7 萬 | 0.02% | −6,999−62.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 4,157 | $481.8 萬 | 0.01% | −34−0.8% | 減碼 |
| Oak Ridge Investments LLC | 4,323 | $501.0 萬 | 0.33% | −5,452−55.8% | 減碼 |
| Cetera Investment Advisers | 4,325 | $501.2 萬 | 0.01% | −444−9.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 4,350 | $504.1 萬 | 0.11% | +1,525+54.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 4,404 | $510.4 萬 | 0.04% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 4,526 | $524.5 萬 | 0.23% | −706−13.5% | 減碼 |
| Bessemer Group Inc | 4,532 | $525.4 萬 | 0.01% | +335+8.0% | 加碼 |
| Principal Securities, Inc. | 4,628 | $536.4 萬 | 0.08% | +39+0.8% | 加碼 |
| Macquarie Group Ltd | 4,690 | $543.6 萬 | 0.03% | −1,804−27.8% | 減碼 |
| Engineers Gate Manager LP | 4,702 | $544.9 萬 | 0.07% | +4,702 | 新進 |
| UniSuper Management Pty Ltd | 4,757 | $551.3 萬 | 0.04% | +31+0.7% | 加碼 |
| AIA Group Ltd | 4,823 | $559.0 萬 | 0.08% | −742−13.3% | 減碼 |
| Laird Norton Trust Company, LLC | 4,859 | $563.1 萬 | 0.12% | −599−11.0% | 減碼 |
| Vinva Investment Management Ltd | 5,062 | $573.5 萬 | 0.07% | +3,081+155.5% | 加碼 |
| IFM Investors Pty Ltd | 4,980 | $577.2 萬 | 0.05% | +4,980 | 新進 |
| Barbara Oil Co. | 5,065 | $587.0 萬 | 2.26% | 00.0% | 不變 |
| Walter Public Investments Inc. | 5,224 | $605.4 萬 | 1.45% | +2,734+109.8% | 加碼 |
| American Century Companies Inc | 5,293 | $613.4 萬 | 0.00% | −59−1.1% | 減碼 |
| Ethic Inc. | 5,409 | $626.9 萬 | 0.10% | −175−3.1% | 減碼 |
| Owlhouse Capital LP | 5,490 | $636.3 萬 | 8.45% | −590−9.7% | 減碼 |
| HB Wealth Management, LLC | 5,499 | $637.4 萬 | 0.04% | −242−4.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 5,503 | $637.8 萬 | 0.11% | −1,700−23.6% | 減碼 |
| Baird Financial Group, Inc. | 5,528 | $640.7 萬 | 0.01% | +21+0.4% | 加碼 |
| State of Alaska, Department of Revenue | 5,650 | $654.8 萬 | 0.07% | +75+1.3% | 加碼 |