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 13F 持有人
TransDigm Group INC 在 2026/6/30 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
- 1,146
- 較 2026 年第 1 季 +46 家
- 持有股數
- 5,258 萬
- 較 2026 年第 1 季 −30.9 萬 (−0.6%)
- 總市值
- $699.9 億
- 較 2026 年第 1 季 +$87.2 億 (+14.2%)
- 新進機構
- 141
- 另有 446 家加碼
- 清倉機構
- 95
- 另有 370 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 941 | $125.4 萬 | 0.02% | +941 | 新進 |
| Circle Wealth Management, LLC | 943 | $125.6 萬 | 0.02% | +1+0.1% | 加碼 |
| Bokf, NA | 944 | $125.7 萬 | 0.02% | +9+1.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 953 | $126.9 萬 | 0.04% | +357+59.9% | 加碼 |
| Haverford Trust Co | 957 | $127.5 萬 | 0.01% | −223−18.9% | 減碼 |
| Paragon Capital Management Inc | 966 | $128.7 萬 | 0.96% | −14−1.4% | 減碼 |
| Parallel Advisors, LLC | 966 | $128.7 萬 | 0.02% | +112+13.1% | 加碼 |
| Leonteq Securities AG | 984 | $131.1 萬 | 0.08% | −784−44.3% | 減碼 |
| HighVista Strategies LLC | 985 | $131.2 萬 | 0.30% | −160−14.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 997 | $132.8 萬 | 0.01% | −1,035−50.9% | 減碼 |
| Huntington National Bank | 1,010 | $134.5 萬 | 0.01% | +76+8.1% | 加碼 |
| McHugh Group, LLC | 1,014 | $135.0 萬 | 0.69% | 00.0% | 不變 |
| PFG Advisors | 1,014 | $135.1 萬 | 0.07% | +16+1.6% | 加碼 |
| AdvisorNet Financial, Inc | 1,017 | $135.5 萬 | 0.06% | +164+19.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,020 | $135.8 萬 | 0.01% | −34−3.2% | 減碼 |
| Davidson Capital Management Inc. | 1,022 | $136.1 萬 | 0.22% | +29+2.9% | 加碼 |
| YHB Investment Advisors, Inc. | 1,024 | $136.4 萬 | 0.09% | +2+0.2% | 加碼 |
| Advent International Corp | 1,025 | $136.5 萬 | 0.01% | −16,434−94.1% | 減碼 |
| Evergreen Capital Management LLC | 1,032 | $137.5 萬 | 0.02% | +407+65.1% | 加碼 |
| CORDA Investment Management, LLC. | 1,040 | $138.5 萬 | 0.08% | 00.0% | 不變 |
| Hikari Tsushin, Inc. | 1,060 | $141.2 萬 | 0.09% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 1,073 | $142.9 萬 | 0.01% | −7,624−87.7% | 減碼 |
| Intesa Sanpaolo Wealth Management | 1,086 | $144.7 萬 | 0.29% | −37−3.3% | 減碼 |
| Fulcrum Asset Management LLP | 1,098 | $145.3 萬 | 0.14% | +1,098 | 新進 |
| Hudson Bay Capital Management LP | 1,093 | $145.6 萬 | 0.01% | +1,093 | 新進 |
| VestGen Advisors, LLC | 1,094 | $145.8 萬 | 0.04% | −72−6.2% | 減碼 |
| Vision Retirement, LLC | 1,100 | $146.5 萬 | 0.35% | −29−2.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,119 | $149.1 萬 | 0.01% | −495−30.7% | 減碼 |
| RDA Financial Network | 1,131 | $150.7 萬 | 0.33% | −83−6.8% | 減碼 |
| Vestcor Inc | 1,131 | $150.7 萬 | 0.04% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,147 | $152.8 萬 | 0.07% | −11−0.9% | 減碼 |
| Gilbert & Cook, Inc. | 1,152 | $153.5 萬 | 0.18% | +11+1.0% | 加碼 |
| Plato Investment Management Ltd | 1,163 | $154.0 萬 | 0.09% | 00.0% | 不變 |
| Havemeyer Place LP | 1,172 | $156.1 萬 | 0.15% | +301+34.6% | 加碼 |
| Integrated Advisors Network LLC | 1,197 | $159.4 萬 | 0.07% | +2+0.2% | 加碼 |
| Brighton Jones LLC | 1,201 | $160.0 萬 | 0.03% | +66+5.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,213 | $161.6 萬 | 0.01% | +65+5.7% | 加碼 |
| Merit Financial Group, LLC | 1,234 | $164.4 萬 | 0.01% | −41−3.2% | 減碼 |
| RSM US Wealth Management LLC | 1,238 | $165.0 萬 | 0.02% | −219−15.0% | 減碼 |
| GAMMA Investing LLC | 1,246 | $166.0 萬 | 0.06% | +238+23.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,255 | $167.2 萬 | 0.00% | +27+2.2% | 加碼 |
| Marks Group Wealth Management, Inc | 1,257 | $167.4 萬 | 0.15% | −680−35.1% | 減碼 |
| Traynor Capital Management, Inc. | 1,274 | $169.8 萬 | 0.08% | +150+13.3% | 加碼 |
| Accretive Wealth Partners, LLC | 1,276 | $170.0 萬 | 0.41% | −31−2.4% | 減碼 |
| CAPROCK Group, Inc. | 1,278 | $170.2 萬 | 0.03% | −556−30.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 1,278 | $170.2 萬 | 0.05% | −36−2.7% | 減碼 |
| Vise Technologies, Inc. | 1,283 | $170.8 萬 | 0.02% | +174+15.7% | 加碼 |
| Clearstead Advisors, LLC | 1,294 | $172.4 萬 | 0.02% | −1,369−51.4% | 減碼 |
| Horizon Investments, LLC | 1,306 | $174.0 萬 | 0.02% | +11+0.8% | 加碼 |
| Canada Post Corp Registered Pension Plan | 1,307 | $174.1 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,308 | $174.2 萬 | 0.02% | +88+7.2% | 加碼 |
| Applied Finance Capital Management, LLC | 1,313 | $174.9 萬 | 0.13% | +39+3.1% | 加碼 |
| Accuvest Global Advisors | 1,314 | $175.0 萬 | 1.51% | +428+48.3% | 加碼 |
| Meeder Advisory Services, Inc. | 1,320 | $175.9 萬 | 0.06% | +176+15.4% | 加碼 |
| Brinker Capital Investments, LLC | 1,328 | $176.8 萬 | 0.01% | −22−1.6% | 減碼 |
| Metis Global Partners, LLC | 1,347 | $179.4 萬 | 0.04% | −261−16.2% | 減碼 |
| Summit Financial, LLC | 1,348 | $179.5 萬 | 0.02% | −31−2.2% | 減碼 |
| Securian Asset Management, Inc | 1,486 | $180.5 萬 | 0.06% | −45−2.9% | 減碼 |
| Anchor Investment Management, LLC | 1,361 | $181.3 萬 | 0.14% | +81+6.3% | 加碼 |
| Spartan Wealth Advisory Services LLC | 1,369 | $182.4 萬 | 0.15% | −48−3.4% | 減碼 |
| QRG Capital Management, Inc. | 1,381 | $183.9 萬 | 0.02% | +404+41.4% | 加碼 |
| Oppenheimer & Co Inc | 1,388 | $184.9 萬 | 0.02% | −93−6.3% | 減碼 |
| Guerra Pan Advisors, LLC | 1,405 | $187.2 萬 | 1.04% | −197−12.3% | 減碼 |
| Edgestream Partners, L.P. | 1,408 | $187.6 萬 | 0.06% | +517+58.0% | 加碼 |
| Pictet North America Advisors SA | 1,408 | $187.6 萬 | 0.17% | +1,408 | 新進 |
| Aurora Investment Managers, LLC. | 1,440 | $191.9 萬 | 1.17% | +1,440 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,448 | $192.9 萬 | 0.12% | −7−0.5% | 減碼 |
| Quadrant Capital Group LLC | 1,469 | $195.7 萬 | 0.05% | +547+59.3% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 1,497 | $199.4 萬 | 0.05% | −5,617−79.0% | 減碼 |
| Glenmede Trust Co NA | 1,504 | $200.3 萬 | 0.01% | +193+14.7% | 加碼 |
| Wellington Management Group LLP | 1,518 | $202.2 萬 | 0.00% | +91+6.4% | 加碼 |
| Osmosis Investment Management UK Ltd | 1,541 | $205.3 萬 | 0.10% | −1,659−51.8% | 減碼 |
| Blue Fin Capital, Inc. | 1,573 | $209.5 萬 | 0.30% | +42+2.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 1,607 | $214.1 萬 | 0.17% | +38+2.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,640 | $218.5 萬 | 0.02% | +220+15.5% | 加碼 |
| North Dakota State Investment Board | 1,643 | $218.9 萬 | 0.09% | +42+2.6% | 加碼 |
| Greenleaf Trust | 1,647 | $219.4 萬 | 0.02% | +98+6.3% | 加碼 |
| Centaurus Financial, Inc. | 1,648 | $219.5 萬 | 0.09% | +99+6.4% | 加碼 |
| United Capital Financial Advisers, LLC | 1,668 | $222.2 萬 | 0.01% | −32−1.9% | 減碼 |
| MUFG Securities Americas Inc. | 1,685 | $224.4 萬 | 0.12% | +123+7.9% | 加碼 |
| Palisade Capital Management LLC | 1,700 | $226.4 萬 | 0.10% | 00.0% | 不變 |
| Resources Management Corp | 1,719 | $229.0 萬 | 0.29% | −218−11.3% | 減碼 |
| Oak Thistle LLC | 1,740 | $231.8 萬 | 0.22% | −4,237−70.9% | 減碼 |
| Ascent Group, LLC | 1,748 | $232.8 萬 | 0.07% | +86+5.2% | 加碼 |
| Summit Trail Advisors, LLC | 1,770 | $235.8 萬 | 0.03% | +45+2.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 1,776 | $236.6 萬 | 0.02% | −219−11.0% | 減碼 |
| Cambria Investment Management, L.P. | 1,777 | $236.7 萬 | 0.12% | +1,777 | 新進 |
| IFP Advisors, Inc | 1,781 | $237.2 萬 | 0.04% | +43+2.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,793 | $238.8 萬 | 0.03% | −14−0.8% | 減碼 |
| Kestra Advisory Services, LLC | 1,806 | $240.6 萬 | 0.01% | +323+21.8% | 加碼 |
| Guggenheim Capital LLC | 1,813 | $241.5 萬 | 0.02% | +828+84.1% | 加碼 |
| Bridgewater Associates, LP | 1,855 | $247.1 萬 | 0.01% | −468−20.1% | 減碼 |
| Cookson Peirce & Co Inc | 1,865 | $248.4 萬 | 0.08% | +1,479+383.2% | 加碼 |
| ING Groep NV | 1,877 | $250.0 萬 | 0.01% | +1,594+563.3% | 加碼 |
| Empirical Finance, LLC | 1,894 | $252.3 萬 | 0.10% | +69+3.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,911 | $254.6 萬 | 0.00% | +457+31.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,915 | $255.1 萬 | 1.02% | −47−2.4% | 減碼 |
| HCR Wealth Advisors | 1,957 | $260.7 萬 | 0.23% | +53+2.8% | 加碼 |
| Glenview Trust Co | 1,981 | $263.9 萬 | 0.04% | +371+23.0% | 加碼 |
| Boothbay Fund Management, LLC | 1,984 | $264.3 萬 | 0.05% | −154−7.2% | 減碼 |