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
2026 年第 3 季的資料還在陸續進來，目前 3 家機構申報持有 TDG。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144,880 | $1.93 億 | 0.11% | +13,562+10.3% | 加碼 |
| Alkeon Capital Management LLC | 149,078 | $1.99 億 | 0.77% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 158,357 | $2.11 億 | 0.12% | −43,100−21.4% | 減碼 |
| Swiss National Bank | 159,280 | $2.12 億 | 0.11% | −6,000−3.6% | 減碼 |
| Blair William & Co | 164,960 | $2.20 億 | 0.57% | −1,288−0.8% | 減碼 |
| Nuveen, LLC | 167,347 | $2.23 億 | 0.05% | +27,738+19.9% | 加碼 |
| Vulcan Value Partners, LLC | 170,429 | $2.27 億 | 6.91% | −13,799−7.5% | 減碼 |
| Dimensional Fund Advisors LP | 173,772 | $2.31 億 | 0.04% | +12,195+7.5% | 加碼 |
| Deutsche Bank AG | 174,808 | $2.33 億 | 0.07% | −17,896−9.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 181,405 | $2.42 億 | 0.14% | +1,213+0.7% | 加碼 |
| Wells Fargo & Company | 183,673 | $2.45 億 | 0.04% | +33,707+22.5% | 加碼 |
| Heard Capital LLC | 186,289 | $2.48 億 | 10.62% | +7,679+4.3% | 加碼 |
| Temasek Holdings (Private) Ltd | 203,419 | $2.71 億 | 0.74% | −15,466−7.1% | 減碼 |
| CIBC Bancorp USA Inc. | 233,167 | $3.11 億 | 0.38% | +31,690+15.7% | 加碼 |
| Legal & General Group Plc | 267,276 | $3.56 億 | 0.07% | −15,317−5.4% | 減碼 |
| Edgewood Management LLC | 278,240 | $3.71 億 | 3.82% | −339,261−54.9% | 減碼 |
| Bank of America Corp | 286,324 | $3.81 億 | 0.02% | −9,707−3.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 317,808 | $4.23 億 | 0.09% | −1,212−0.4% | 減碼 |
| Bank of New York Mellon Corp | 318,749 | $4.25 億 | 0.07% | −1,958−0.6% | 減碼 |
| Goldman Sachs Group Inc | 349,906 | $4.66 億 | 0.05% | +67,789+24.0% | 加碼 |
| Select Equity Group, L.P. | 353,230 | $4.71 億 | 2.49% | +305,287+636.8% | 加碼 |
| UBS Asset Management Americas Inc | 354,105 | $4.72 億 | 0.09% | −5,536−1.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 392,447 | $5.23 億 | 0.41% | +202,300+106.4% | 加碼 |
| Primecap Management Co | 410,217 | $5.46 億 | 0.32% | 00.0% | 不變 |
| Stockbridge Partners LLC | 434,281 | $5.78 億 | 12.17% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 442,904 | $5.90 億 | 0.08% | +32,710+8.0% | 加碼 |
| Northern Trust Corp | 467,543 | $6.23 億 | 0.07% | +11,699+2.6% | 加碼 |
| Invesco Ltd. | 479,551 | $6.39 億 | 0.05% | +44,960+10.3% | 加碼 |
| Price T Rowe Associates Inc | 574,438 | $7.65 億 | 0.08% | −18,257−3.1% | 減碼 |
| UBS Group AG | 606,686 | $8.08 億 | 0.13% | +97,018+19.0% | 加碼 |
| Windacre Partnership LLC | 684,100 | $9.11 億 | 9.01% | +174,500+34.2% | 加碼 |
| Norges Bank | 781,731 | $10.4 億 | 0.10% | +781,731 | 新進 |
| JPMorgan Chase & Co | 835,113 | $11.1 億 | 0.06% | −62,835−7.0% | 減碼 |
| Morgan Stanley | 872,559 | $11.6 億 | 0.06% | −21,176−2.4% | 減碼 |
| Altarock Partners LLC | 875,755 | $11.7 億 | 27.51% | −33,413−3.7% | 減碼 |
| Soroban Capital Partners LP | 898,197 | $12.0 億 | 8.45% | +42,000+4.9% | 加碼 |
| FMR LLC | 1,091,534 | $14.5 億 | 0.06% | −267,005−19.7% | 減碼 |
| Geode Capital Management, LLC | 1,286,385 | $17.1 億 | 0.09% | +9,941+0.8% | 加碼 |
| Principal Financial Group Inc | 1,709,129 | $22.8 億 | 1.12% | −304,655−15.1% | 減碼 |
| State Street Corp | 2,559,096 | $34.1 億 | 0.10% | +42,490+1.7% | 加碼 |
| Vanguard Portfolio Management LLC | 2,580,994 | $34.4 億 | 0.15% | +7,907+0.3% | 加碼 |
| Capital Research Global Investors | 3,119,490 | $41.6 億 | 0.58% | −24,019−0.8% | 減碼 |
| Vanguard Capital Management LLC | 3,653,511 | $48.7 億 | 0.10% | −16,218−0.4% | 減碼 |
| Capital World Investors | 4,274,109 | $56.9 億 | 0.67% | −392,382−8.4% | 減碼 |
| BlackRock, Inc. | 4,871,505 | $64.9 億 | 0.10% | +270,253+5.9% | 加碼 |
| Capital International Investors | 5,062,682 | $67.4 億 | 1.39% | −432,013−7.9% | 減碼 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −47,090−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −44,692−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −13,693−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −12,950−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,015−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,972−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −6,344−100.0% | 清倉 |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −3,688−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,686−100.0% | 清倉 |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −2,907−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,705−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,367−100.0% | 清倉 |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −1,780−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,493−100.0% | 清倉 |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,145−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,108−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −911−100.0% | 清倉 |
| TFR Capital, LLC. | 0 | $0 | 0.00% | −885−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −884−100.0% | 清倉 |
| St. Louis Trust Co | 0 | $0 | 0.00% | −840−100.0% | 清倉 |
| Whitford Management LLC | 0 | $0 | 0.00% | −810−100.0% | 清倉 |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −800−100.0% | 清倉 |
| Haven Capital Group, Inc. | 0 | $0 | 0.00% | −703−100.0% | 清倉 |
| Intercapital, LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −686−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −669−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −668−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −651−100.0% | 清倉 |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −625−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −598−100.0% | 清倉 |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −577−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −547−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −526−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −499−100.0% | 清倉 |
| Sageworth Trust Co | 0 | $0 | 0.00% | −487−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −427−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −395−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −394−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −296−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −291−100.0% | 清倉 |
| Pitcairn Wealth Advisors LLC | 0 | $0 | 0.00% | −253−100.0% | 清倉 |
| Argent Trust Co | 0 | $0 | 0.00% | −289−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −279−100.0% | 清倉 |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −277−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −261−100.0% | 清倉 |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −257−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −253−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −238−100.0% | 清倉 |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −235−100.0% | 清倉 |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −227−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −224−100.0% | 清倉 |