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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 2 季與 2026 年第 1 季比較

持有 TransDigm Group INC 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

TDG 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數1,112121,146+46
股數5,290 萬1.34 萬5,258 萬−30.9 萬 (−0.6%)
市值$612.8 億$1,549 萬$699.9 億+$87.2 億 (+14.2%)

12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（141 家）

2026 年第 2 季季末持有 TransDigm Group INC、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 141 家。

2026 年第 2 季新進 TDG 的機構
機構股數市值佔組合 %
Norges Bank781,731$10.4 億0.10%
Two Sigma Investments, LP44,914$5,983 萬0.05%
Generate Investment Management Ltd30,000$3,996 萬1.64%
Connor, Clark & Lunn Investment Management Ltd.18,824$2,507 萬0.05%
Ossiam16,687$2,223 萬0.29%
Jackson Hill Advisors, LLC13,500$1,798 萬9.11%
Nykredit A/S12,671$1,688 萬0.06%
Jupiter Topco LLC7,607$1,013 萬0.00%
Cinctive Capital Management LP6,308$840.3 萬0.34%
Graham Capital Management, L.P.5,874$782.4 萬0.21%
Y-Intercept (Hong Kong) Ltd4,318$575.2 萬0.11%
Aventail Capital Group, LP3,752$499.8 萬0.29%
Kentucky Retirement Systems3,490$464.9 萬0.12%
IMC-Chicago, LLC3,323$442.6 萬0.04%
Baldwin Brothers Inc2,971$395.7 萬0.26%
Walleye Capital LLC2,835$377.6 萬0.02%
Southeast Asset Advisors Inc.2,607$347.3 萬0.35%
XTX Topco Ltd2,215$295.0 萬0.04%
Cambria Investment Management, L.P.1,777$236.7 萬0.12%
Aurora Investment Managers, LLC.1,440$191.9 萬1.17%
Pictet North America Advisors SA1,408$187.6 萬0.17%
Hudson Bay Capital Management LP1,093$145.6 萬0.01%
Fulcrum Asset Management LLP1,098$145.3 萬0.14%
J.W. Cole Advisors, Inc.941$125.4 萬0.02%
denkapparat Operations GmbH920$122.5 萬0.40%
Concentric Capital Strategies, LP914$121.7 萬0.07%
Global Retirement Partners, LLC786$104.7 萬0.02%
Palliser Capital (UK) Ltd750$99.9 萬0.54%
Diversify Advisory Services, LLC672$86.4 萬0.01%
S-Bank Fund Management Ltd621$82.7 萬0.11%
Alps Advisors Inc614$81.8 萬0.00%
Catalyst Funds Management Pty Ltd505$67.3 萬0.04%
ZWJ Investment Counsel Inc469$62.5 萬0.02%
FORA Capital, LLC461$61.4 萬0.04%
Northside Capital Management, LLC450$59.9 萬0.05%
Advisory Advocates, LLC448$59.7 萬0.51%
Lazard Asset Management LLC436$58.1 萬0.00%
Mosaic Family Wealth Partners, LLC404$53.8 萬0.04%
Banco BTG Pactual S.A.383$51.0 萬0.07%
Expressive Wealth LLC361$48.1 萬0.45%
Inscription Capital, LLC355$47.3 萬0.04%
DDD Partners, LLC354$47.2 萬0.03%
Fire Capital Management LLC315$42.0 萬0.17%
Quantbot Technologies LP303$40.4 萬0.02%
Accredited Investors Inc.294$39.2 萬0.02%
Westpac Banking Corp293$39.0 萬0.02%
EntryPoint Capital, LLC288$38.4 萬0.09%
Malaga Cove Capital, LLC284$37.8 萬0.12%
Patten Group, Inc.262$34.9 萬0.05%
Quantum Financial Partners LLC260$34.6 萬0.18%
RiverFront Investment Group, LLC244$32.5 萬0.00%
Gs Investments, Inc.235$31.3 萬0.23%
Wexford Capital LP230$30.6 萬0.04%
Militia Capital Management LLC225$30.0 萬0.05%
Abel Hall, LLC216$28.8 萬0.05%
Aureus Asset Management, LLC214$28.5 萬0.02%
Mission Wealth Management, LP210$27.9 萬0.00%
Fortune Financial Advisors, LLC201$26.8 萬0.11%
Moors & Cabot, Inc.192$25.6 萬0.01%
Simplex Trading, LLC192$25.6 萬0.01%
Moneta Group Investment Advisors LLC187$24.9 萬0.00%
Ellevest, Inc.188$24.8 萬0.03%
Legacy Wealth Advisors, LLC186$24.8 萬0.11%
Wealthcare Advisory Partners LLC185$24.7 萬0.00%
Independence Bank of Kentucky180$24.0 萬0.03%
Axxcess Wealth Management, LLC178$23.7 萬0.00%
Simon Quick Advisors, LLC177$23.6 萬0.01%
FSM Wealth Advisors, LLC175$23.4 萬0.03%
RFG Advisory, LLC175$23.3 萬0.00%
Handelsbanken Fonder AB174$23.2 萬0.00%
Triad Wealth Partners, LLC179$23.0 萬0.01%
Rockland Trust Co171$22.8 萬0.01%
TRB Wealth Management, LLC171$22.8 萬0.03%
Evolve Private Wealth, LLC169$22.5 萬0.01%
Moss Adams Wealth Advisors LLC166$22.1 萬0.01%
Income Insurance Ltd166$22.1 萬0.13%
Quotient Wealth Partners, LLC166$22.1 萬0.01%
Welch & Forbes LLC165$22.0 萬0.00%
May Hill Capital, LLC165$22.0 萬0.05%
Cura Wealth Advisors, LLC164$21.8 萬0.09%
Legacy Financial Advisors, Inc.164$21.8 萬0.03%
Greenline Wealth Management LLC163$21.8 萬0.18%
Empower Advisory Group, LLC162$21.6 萬0.00%
NatWest Group plc160$21.3 萬0.04%
Taylor Hoffman Capital Management LLC158$21.0 萬0.05%
Clune & Associates, Ltd.157$20.9 萬0.03%
S Harris Financial Group, LLC157$20.9 萬0.16%
Cidel Asset Management Inc156$20.8 萬0.01%
Impact Capital Partners LLC156$20.8 萬0.06%
Perennial Investment Advisors, LLC156$20.8 萬0.01%
Excelsior Advisor Network LLC155$20.7 萬0.03%
Ewa, LLC152$20.3 萬0.04%
Wealth Alliance152$20.3 萬0.02%
PUREfi Wealth, LLC151$20.1 萬0.11%
WS Portfolio Advisory, LLC125$16.7 萬4.11%
Strive Financial Group ,LLC105$14.0 萬0.06%
Gen-Wealth Partners Inc100$13.3 萬0.04%
Vega Investment Solutions96$12.8 萬0.02%
Limestone Investment Advisors LP80$10.7 萬0.05%
Stone House Investment Management, LLC61$8.13 萬0.01%

清倉機構（95 家）

2026 年第 1 季季末持有 TransDigm Group INC、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 TDG 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Qube Research & Technologies Ltd47,090$5,458 萬
Voloridge Investment Management, LLC44,692$5,180 萬
Jupiter Asset Management Ltd13,693$1,587 萬
Westfield Capital Management Co LP12,950$1,501 萬
Trexquant Investment LP12,015$1,392 萬
Aquatic Capital Management LLC8,972$1,040 萬
Andra AP-fonden6,344$735.2 萬
Scholtz & Company, LLC3,688$427.4 萬
Axq Capital, LP3,686$427.2 萬
Broadleaf Partners, LLC2,907$336.9 萬
Entropy Technologies, LP2,705$313.5 萬
Caxton Associates LLP2,367$274.3 萬
SPX Equities Gestao de Recursos Ltda1,780$206.3 萬
Quantitative Investment Management, LLC1,493$173.0 萬
Lombard Odier Asset Management (USA) Corp1,145$132.7 萬
Bridgefront Capital, LLC1,108$128.4 萬
EP Wealth Advisors, LLC911$105.6 萬
TFR Capital, LLC.885$102.6 萬
AlphaGrep UK Ltd884$102.5 萬
St. Louis Trust Co840$97.4 萬
Whitford Management LLC810$93.9 萬
Fund 1 Investments, LLC800$92.7 萬
Haven Capital Group, Inc.703$81.5 萬
Intercapital, LLC700$81.1 萬
Aigen Investment Management, LP686$79.5 萬
SeaCrest Wealth Management, LLC669$77.5 萬
Dynamic Technology Lab Private Ltd668$77.4 萬
Dark Forest Capital Management LP651$75.4 萬
GF Fund Management Co. Ltd.625$72.4 萬
DRW Securities, LLC598$69.3 萬
Perbak Capital Partners LLP577$66.9 萬
Robeco Institutional Asset Management B.V.547$63.4 萬
R Squared Ltd526$61.0 萬
Farringdon Capital, Ltd.499$57.8 萬
Sageworth Trust Co487$56.4 萬
Twinbeech Capital LP435$50.4 萬
Neville Rodie & Shaw Inc427$49.5 萬
Polymer Capital Management (US) LLC395$45.8 萬
ISAM Funds (UK) Ltd394$45.7 萬
nVerses Capital, LLC345$40.0 萬
Two Sigma Securities, LLC296$34.3 萬
VisionPoint Advisory Group, LLC291$33.7 萬
Pitcairn Wealth Advisors LLC253$33.6 萬
Argent Trust Co289$33.5 萬
Optiver Holding B.V.279$32.3 萬
Sumitomo Life Insurance Co277$32.1 萬
GTS Securities LLC275$31.9 萬
Centurion Wealth Management LLC261$30.2 萬
Fortitude Advisory Group L.L.C.257$29.8 萬
MQS Management LLC253$29.3 萬
HighPoint Advisor Group LLC238$27.6 萬
Berbice Capital Management LLC235$27.2 萬
Foundations Investment Advisors, LLC227$26.3 萬
Headlands Technologies LLC224$26.0 萬
Portside Wealth Group, LLC212$24.6 萬
CM Wealth Advisors LLC206$23.9 萬
Meiji Yasuda Asset Management Co Ltd.204$23.6 萬
Delta Global Management LP201$23.3 萬
Defiance ETFs, LLC195$22.6 萬
Covenant Asset Management, LLC192$22.3 萬
Patton Fund Management, Inc.185$21.4 萬
First Bank & Trust181$21.0 萬
Qtron Investments LLC179$20.7 萬
Capula Management Ltd166$19.2 萬
Annis Gardner Whiting Capital Advisors, LLC52$6.03 萬
Cache Advisors, LLC47$5.45 萬
Golden State Wealth Management, LLC43$5.08 萬
Elequin Capital LP42$4.87 萬
Operose Advisors LLC40$4.64 萬
Wall Street Financial Group, Inc.33$3.82 萬
Bank of Jackson Hole Trust25$2.90 萬
Timothy G. Youngquist 2020 Irrevocable Trust19$2.20 萬
Sound Income Strategies, LLC16$1.88 萬
Golden State Equity Partners15$1.74 萬
Richardson Capital Management LLC13$1.51 萬
Twin Peaks Wealth Advisors, LLC12$1.39 萬
Swiss Re Ltd10$1.16 萬
Whi Trust Co LLC9$1.04 萬
Bellevue Asset Management, LLC8$9,271
Clayton Financial Group LLC7$8,113
Westside Investment Management, Inc.5$5,835
First Pacific Financial5$5,795
Vermillion Wealth Management, Inc.4$4,636
Legacy Wealth Managment, LLC4$4,636
Evermay Wealth Management LLC3$3,477
Clear Investment Research, LLC3$3,477
Raleigh Capital Management Inc.2$2,318
Rachor Investment Advisory Services, LLC2$2,318
Capital & Planning, LLC2$2,318
Portus Wealth Advisors, LLC2$2,318
Capital Analysts, LLC2$2,000
DAGCO, Inc.1$1,159
Addison Advisors LLC1$1,159
Curio Wealth, LLC1$1,159
Napier Financial, LLC1$1,159

尚未申報 2026 年第 2 季的機構（12 家）

2026 年第 1 季季末持有 TransDigm Group INC、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 TDG、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC7,901$915.6 萬
Exencial Wealth Advisors, LLC1,036$120.1 萬
Richard Bernstein Advisors LLC978$113.3 萬
CWM, LLC937$108.6 萬
Signature Wealth Management Group936$108.5 萬
Skopos Labs, Inc.718$83.1 萬
Leo Wealth, LLC294$34.1 萬
Moseley Investment Management Inc268$31.1 萬
U.S. Capital Wealth Advisors, LLC187$21.7 萬
Sunbelt Securities, Inc.96$11.1 萬
Red Tortoise LLC14$1.62 萬
Arcadia Investment Management Corp1$1,159