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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 2,002 | $266.7 萬 | 0.07% | +2+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 2,061 | $274.5 萬 | 0.00% | −77−3.6% | 減碼 |
| Sit Investment Associates Inc | 2,065 | $275.1 萬 | 0.05% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 2,086 | $277.9 萬 | 0.12% | +882+73.3% | 加碼 |
| Hixon Zuercher, LLC | 2,139 | $284.9 萬 | 0.84% | +200+10.3% | 加碼 |
| Community Financial Services Group, LLC | 2,226 | $291.4 萬 | 0.42% | +2,084+1,467.6% | 加碼 |
| MUFG Securities EMEA plc | 2,189 | $291.6 萬 | 0.03% | −122−5.3% | 減碼 |
| XTX Topco Ltd | 2,215 | $295.0 萬 | 0.04% | +2,215 | 新進 |
| Allianz Asset Management GmbH | 2,219 | $295.6 萬 | 0.00% | −1,560−41.3% | 減碼 |
| Mainstay Capital Management LLC | 2,241 | $298.5 萬 | 0.22% | −144−6.0% | 減碼 |
| BNP Paribas | 2,275 | $301.0 萬 | 0.08% | +524+29.9% | 加碼 |
| SummitTX Capital, L.P. | 2,268 | $302.1 萬 | 0.08% | +1,187+109.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,293 | $305.4 萬 | 0.09% | +335+17.1% | 加碼 |
| Callan Family Office, LLC | 2,294 | $305.6 萬 | 0.06% | +458+24.9% | 加碼 |
| Lido Advisors, LLC | 2,303 | $306.9 萬 | 0.01% | −257−10.0% | 減碼 |
| X-Square Capital, LLC | 2,313 | $308.1 萬 | 0.78% | +84+3.8% | 加碼 |
| WoodTrust Financial Corp | 2,325 | $309.7 萬 | 0.37% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 2,344 | $312.3 萬 | 0.15% | +40+1.7% | 加碼 |
| Atria Investments LLC | 2,375 | $316.3 萬 | 0.03% | +286+13.7% | 加碼 |
| Alaethes Wealth LLC | 2,382 | $317.3 萬 | 0.92% | +10.0% | 加碼 |
| Commonwealth Equity Services, LLC | 2,390 | $318.3 萬 | 0.00% | +13+0.5% | 加碼 |
| Sanctuary Advisors, LLC | 2,401 | $319.8 萬 | 0.01% | +653+37.4% | 加碼 |
| Eos Management, L.P. | 2,407 | $320.6 萬 | 1.27% | −218−8.3% | 減碼 |
| Partners Capital Investment Group, LLP | 2,416 | $321.8 萬 | 0.11% | −378−13.5% | 減碼 |
| Thornburg Investment Management Inc | 2,425 | $323.0 萬 | 0.03% | −27,237−91.8% | 減碼 |
| Family Legacy, Inc. | 2,440 | $325.0 萬 | 0.87% | +18+0.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 2,532 | $326.9 萬 | 0.01% | −109−4.1% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,478 | $330.1 萬 | 0.29% | 00.0% | 不變 |
| Rockingstone Advisors LLC | 2,482 | $330.6 萬 | 1.33% | +6+0.2% | 加碼 |
| Verdence Capital Advisors LLC | 2,495 | $332.4 萬 | 0.17% | +1,679+205.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,497 | $332.6 萬 | 0.03% | +17+0.7% | 加碼 |
| Mercer Global Advisors Inc | 2,499 | $332.9 萬 | 0.00% | +67+2.8% | 加碼 |
| Aristotle Atlantic Partners, LLC | 2,500 | $333.0 萬 | 0.14% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,505 | $333.7 萬 | 0.03% | −21−0.8% | 減碼 |
| Mariner, LLC | 2,528 | $336.7 萬 | 0.00% | −8,936−77.9% | 減碼 |
| Themes Management Co LLC | 2,561 | $341.1 萬 | 2.26% | −160−5.9% | 減碼 |
| Third View Private Wealth, LLC | 2,564 | $341.5 萬 | 0.42% | +49+1.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,566 | $341.8 萬 | 0.01% | +243+10.5% | 加碼 |
| Allianz SE | 2,594 | $345.5 萬 | 0.04% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 2,607 | $347.3 萬 | 0.35% | +2,607 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,611 | $347.8 萬 | 0.02% | +32+1.2% | 加碼 |
| Unifi Asset Management LP | 2,614 | $348.2 萬 | 2.45% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 2,665 | $355.0 萬 | 0.13% | +285+12.0% | 加碼 |
| Intech Investment Management LLC | 2,690 | $358.3 萬 | 0.03% | +414+18.2% | 加碼 |
| Level Four Advisory Services, LLC | 2,691 | $358.5 萬 | 0.10% | +28+1.1% | 加碼 |
| Allen Operations LLC | 2,764 | $368.2 萬 | 0.51% | 00.0% | 不變 |
| Citizens Financial Group Inc | 2,778 | $370.1 萬 | 0.04% | +215+8.4% | 加碼 |
| GKV Capital Management Co., Inc. | 2,782 | $370.6 萬 | 1.20% | −295−9.6% | 減碼 |
| Erste Asset Management GmbH | 2,809 | $371.8 萬 | 0.03% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 2,791 | $371.8 萬 | 0.05% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 2,800 | $373.0 萬 | 0.09% | +200+7.7% | 加碼 |
| Cloverfields Capital Group, LP | 2,804 | $373.5 萬 | 1.13% | +67+2.4% | 加碼 |
| Walleye Capital LLC | 2,835 | $377.6 萬 | 0.02% | +2,835 | 新進 |
| Captrust Financial Advisors | 2,839 | $378.1 萬 | 0.01% | +668+30.8% | 加碼 |
| Jefferies Financial Group Inc. | 2,856 | $380.5 萬 | 0.03% | +2,193+330.8% | 加碼 |
| Goodman Advisory Group, LLC | 2,857 | $380.6 萬 | 0.87% | +1,660+138.7% | 加碼 |
| Csenge Advisory Group | 2,873 | $382.7 萬 | 0.16% | −6−0.2% | 減碼 |
| Longaeva Partners L.P. | 2,882 | $383.9 萬 | 0.11% | +2,039+241.9% | 加碼 |
| GWM Advisors LLC | 2,887 | $384.7 萬 | 0.01% | −410−12.4% | 減碼 |
| Louisiana State Employees Retirement System | 2,900 | $386.3 萬 | 0.06% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,902 | $386.6 萬 | 0.03% | +2,026+231.3% | 加碼 |
| Texas Yale Capital Corp. | 2,931 | $390.4 萬 | 0.08% | +140+5.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 2,938 | $391.5 萬 | 0.04% | +30+1.0% | 加碼 |
| Savant Capital, LLC | 3,108 | $392.2 萬 | 0.01% | +2,340+304.7% | 加碼 |
| Baldwin Brothers Inc | 2,971 | $395.7 萬 | 0.26% | +2,971 | 新進 |
| Fideuram Asset Management (Ireland) dac | 3,007 | $396.9 萬 | 0.08% | +2,935+4,076.4% | 加碼 |
| Duncker Streett & Co Inc | 2,988 | $398.0 萬 | 0.67% | −148−4.7% | 減碼 |
| Jane Street Group, LLC | 2,993 | $398.7 萬 | 0.00% | +1,604+115.5% | 加碼 |
| Intact Investment Management Inc. | 3,000 | $399.6 萬 | 0.11% | +2,200+275.0% | 加碼 |
| Maryland State Retirement & Pension System | 3,016 | $401.7 萬 | 0.07% | +260+9.4% | 加碼 |
| Commerce Bank | 3,074 | $409.5 萬 | 0.02% | +200+7.0% | 加碼 |
| Hartford Investment Management Co | 3,091 | $411.7 萬 | 0.12% | −133−4.1% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 3,156 | $420.4 萬 | 0.63% | −633−16.7% | 減碼 |
| Mezzasalma Advisors, LLC | 3,186 | $424.4 萬 | 0.85% | +151+5.0% | 加碼 |
| Norinchukin Bank, The | 3,259 | $434.1 萬 | 0.04% | −180−5.2% | 減碼 |
| Chicago Partners Investment Group LLC | 3,611 | $438.3 萬 | 0.09% | −45−1.2% | 減碼 |
| Sigma Investment Counselors Inc | 3,310 | $441.0 萬 | 0.21% | −144−4.2% | 減碼 |
| IMC-Chicago, LLC | 3,323 | $442.6 萬 | 0.04% | +3,323 | 新進 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 3,329 | $443.4 萬 | 2.82% | +418+14.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 3,379 | $450.1 萬 | 0.29% | −27−0.8% | 減碼 |
| Mediolanum International Funds Ltd | 3,442 | $455.5 萬 | 0.04% | −515−13.0% | 減碼 |
| George Kaiser Family Foundation | 3,425 | $456.2 萬 | 0.44% | +26+0.8% | 加碼 |
| Omers Administration Corp | 3,451 | $459.7 萬 | 0.03% | +497+16.8% | 加碼 |
| Generali Asset Management SPA SGR | 3,465 | $461.6 萬 | 0.08% | +1,114+47.4% | 加碼 |
| Kentucky Retirement Systems | 3,490 | $464.9 萬 | 0.12% | +3,490 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,497 | $465.8 萬 | 0.01% | −48−1.4% | 減碼 |
| Brown Brothers Harriman & Co | 3,583 | $477.3 萬 | 0.02% | +991+38.2% | 加碼 |
| Toroso Investments, LLC | 3,588 | $477.9 萬 | 0.01% | +907+33.8% | 加碼 |
| Kingsview Wealth Management, LLC | 3,695 | $492.2 萬 | 0.06% | −210−5.4% | 減碼 |
| Aventail Capital Group, LP | 3,752 | $499.8 萬 | 0.29% | +3,752 | 新進 |
| D. E. Shaw & Co., Inc. | 3,787 | $504.4 萬 | 0.00% | −17,729−82.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,795 | $505.5 萬 | 0.01% | −170−4.3% | 減碼 |
| Sawgrass Asset Management LLC | 3,818 | $508.6 萬 | 0.67% | −11−0.3% | 減碼 |
| Owlhouse Capital LP | 3,830 | $510.2 萬 | 7.83% | −1,660−30.2% | 減碼 |
| Truist Financial Corp | 3,842 | $511.8 萬 | 0.01% | +317+9.0% | 加碼 |
| Roundview Capital LLC | 3,846 | $512.3 萬 | 0.28% | +648+20.3% | 加碼 |
| Motley Fool Asset Management LLC | 3,855 | $513.5 萬 | 0.20% | −671−14.8% | 減碼 |
| Banco Santander, S.A. | 3,872 | $515.8 萬 | 0.03% | +276+7.7% | 加碼 |
| Snider Financial Group | 3,875 | $516.1 萬 | 1.31% | +249+6.9% | 加碼 |
| Verition Fund Management LLC | 3,879 | $516.7 萬 | 0.04% | +2,702+229.6% | 加碼 |